SuccessWare 21^® Version 1.3.2.x		Concept Guides and Additional Documentation
What’s New 1.3.2	Fixes 1.3.2		What’s New / Fixes 1.3.1

What’s New in version 1.3.2.41

· Payroll overtime calculations:

- Premium rates were previously always calculated based on the employee's regular rate which was an average over the period for all RegOT wage entries. With this update, payroll can now be configured to calculate premium rates (including OT) based on the employee’s standard pay rate from employee setup. The regular rate will, however, still be used whenever the standard pay rate is less than the calculated regular rate. The user will be warned of such cases when preparing and posting periods.

- To change the configuration for premium calculations, select the appropriate option on the ‘4 NTC’s and Premiums’ page of Payroll Setup.

What’s New in version 1.3.2.26

· Streamlined the interface between Customer Search and Call Taking:

- The 'Take a call (selected)' and 'Take a call (new)' options have been merged into a single option ('Take a call') which will prompt you to use the selected customer or open call taking for a new customer.

- From Customer Search the hot key shortcut for F12 will now ask you to open a call in call taking for the selected customer or a new customer. Previously it would always open for a new customer.

- The 'Take a call' button can be configured in General Setup to either open the 'Call Taking' form, or use the 'call on line' version of customer search. Previously, this button would only access the 'call on line' version of customer search.

What’s New in version 1.3.2.22

· Negative Wage Entries in Payroll: You can make negative wage entries within SuccessWare Payroll. The rules are:

- Deductions before taxes can be made on the SuccessWare side. These entries can include commissions with a negative base or miscellaneous hourly entries with negative hours.

- When exporting periods for Quickbooks, the total hours for a day per pay item cannot be equal or less than zero. This means that negative hourly entries can only be made if an employee has already accumulated more that the number of hours you wish to deduct for that payitem. This only applies when exporting to Quickbooks. Quickbooks does not allow negative hourly entries on the employees weekly timesheet.

- Deductions after taxes cannot be made on the SuccessWare side. These entries must be made within your external system or service and put into SuccessWare via the Period Reconciliation.

· Map codes - Added a Map Code field to the location information.

- The Map Code is entered in the Location Details form, or in Call Taking.

- Map Code is displayed in the Call Info panel at the bottom of the screen in the Call Center, and in the Calls grid on the right hand side of the Call Center.

- Map Code also shows on the printed Work Order and in the Calls and Assignments reports in the Job/Call Reports report group.

· Lead Notes on Sales Jobs

- Lead Notes are now unlimited in length. They were previously limited to 255 characters.

- Access to Lead Notes is now available through the Notes popup form. When the Notes popup form is opened for a Sales Job, Lead Notes is the initial notes page displayed.

- Job Instructions are no longer updated when entering a new sales job in Call Taking. Job Instructions are no longer necessary on a Sales Job, since Lead Notes are available in the Notes popup form. Job Instructions will still print on the Sales Call Sheets, if they are entered.

Concept Guides

· Notice the link at the top right of this page to “Concept Guides”. Follow this link to access extended documentation that presents the “Big Picture” for the SuccessWare®21 Pricebook, Inventory, and Agreements.

What’s New in version 1.3.2.19

· Pending Payables reconciliation

- Added an option for pending payables balance reconciliation in the Payables Manager.

- Added a new report showing pending payable amounts for receipts and vendor invoices (valued part items). This report can be used for comparison with the G/L Transaction report for the default Pending Payables account. Go to Report Gallery > Accounts Payable > A/P Pending Payable Transactions.

What’s New in version 1.3.2.15

· Archived history - You can now Add, Edit, and optionally, Delete service history that is entered into an archived file. These records do not affect open receivables or job reports, however, they can be viewed in the Customer History form and viewed/printed by the Location History Report.

What’s New in version 1.3.2.13

· The Vendor List report now has the Print to File option enabled. This can be used, for example, to generate mailing labels through an external word processing program, such as MS-Word.

What’s New in version 1.3.2.2

· Financial budget - SuccessWare®21 now includes a module for entering budget information for the purpose of generating income statements comparing actual figures to budget.

Fixes made in 1.3.2.x

DATE					MODULE / FORM	DESCRIPTION
	RELEASE 1.3.2.46—08/28/02
8/27/2002		Payroll					Payroll period creation was locking up, creating the same period over and over when trying to create the second semi-monthly period for August only.
	RELEASE 1.3.2.45—08/23/02
8/19/2002		Call Center - horizontal view					Unassigned calls for the day were not showing when the call center was first opened. They would show up after the first refresh, or after changing days.
8/19/2002		Printed Work Order					The task detail in the 'Visit(s) to be performed' section was printing on top of the visit notes, when there was more than one line of notes. The task detail in the 'Visit(s) to be performed' section was not printing the correct item number.
8/13/2002		Account Register					Occasionally a deposit would get recorded for the wrong amount (typically for $0.00), and would have to be voided and re-deposited. This was occurring when double clicking to select the cash box reconciliation to deposit, instead of single clicking.
8/12/2002		A/R Invoice					When importing requisitioned items to the A/R Invoice, if the part cost grid was not selected, the program would insert the items into the labor cost page as labor cost. The tags would still be left, however, to import properly into the part cost page, and the incorrect labor entries could still be manually deleted.
8/9/2002		Job form					Fixed the cause of an occasional 'qryCall: dataset not in edit or insert mode' error when adding or editing a job.
8/6/2002		Account Register / Reconciliation Summary report					Expanded the Reconciliation Summary report to include the statement beginning balance, statement ending balance, outstanding item balance, and final ending balance. It also prints the outstanding item detail as of the statement date grouped by item type (adjustment, deposit, and withdrawal).
8/5/2002		A/R Invoice Cost					For labor detail, you can now enter total cost for a detail line and the hourly rate will automatically back calculate. This is especially useful when record cost for paybase pay. You can import timecard entries to get the correct hours, and then enter the 'PayBase' (this is displayed in the middle right of the cost form when applicable) in the 'TotalCost' column and the hourly rate is automatically calculated.
	RELEASE 1.3.2.44—07/25/02
7/24/2002		Payables Manager					Corrected the reconciliation for pending payable to say 'Pending payables'. It was just saying 'Payables' which did not distinguish it from accounts payable reconciliation.
7/24/2002		Job form					When a job has a single call and the job department is changed the call department will now also be changed to match.
7/24/2002		Sales Invoice Items Pay Base report					Added final totals for Amount After Discount and Pay Base.
7/24/2002		Vendor Payment					Since version 1.3.2.33, when making a vendor payment and tabbing through the Vendor # or Pay To fields any changes made to Description for the current check would be wiped out by the default Check Memo for the vendor.
7/23/2002		Timecard report					It was not possible to include NTC (no time card entry) entries in the Timecard report. NTC is now automatically added to the list of selectable statuses to print.
7/22/2002		Work Order Summary report					Added address2, city, state, and zip code to the summary report.
7/22/2002		Inventory Transaction report					Added filtering, grouping, and sorting for adjust code, G/L account, and department.
7/16/2002		Timecard Entry					Timecard entry through the timecard entry modify form would not allow entries for subcontractors. The message "Rate must be greater than zero" would always popup when attempting to save the entry.
	RELEASE 1.3.2.43—07/15/02
7/15/2002		A/R Invoice					Since version 1.3.2.20, it was possible to post a negative A/R invoice due to another change that allowed more flexibility in entering discounts on invoices. Although it is intended that we will one day be able to post negative invoices, the system (General Ledger, Accounts Receivable, etc.) has not been prepared for it, and posting of negative invoices does not work currently work correctly. The validation that the total invoice amount must be greater than zero has been put back into the program.
7/15/2002		Payroll Setup					(Multi-Company Only) When switching companies, payroll setup was not refreshing. (Multi-Company Only) Check, Additions, and Deduction filters were stored centrally and shared by each company. Now they are stored and controlled individually for each company.
7/15/2002		Employee Setup					Salary splits may have been allowing invalid entry for pay items if you enter the code and then pressed enter.
	RELEASE 1.3.2.42—07/12/02
7/12/2002			Invoice List report				Non-job related invoices (agreement periodic billings) were not showing on the report
7/12/2002			Posting Checks				(MSSQL Only) When posting checks, it was possible for the system to freeze if credits were pre-selected upon opening the check. A previous fix handled debits but not credits on a check.
	RELEASE 1.3.2.41—07/10/02
7/9/2002			Reference Books				The popup menu for modify mode would sometimes say ‘Delete’ instead of ‘Activate/deactivate’.
7/9/2002			Timecard				When moving to previous or next date and the grid for the new date was empty, the first row of the grid was not refreshing properly.
7/9/2002			A/R Invoice, Agreement				There were problems when activating more than one agreement from the same invoice. Depending on the order in which the agreements were added to the invoice and edited, it was possible to end up with two line items on the invoice pointing to the same agreement, and the other agreement unreferenced by the invoice.
7/9/2002			Work Order Report				Added Task Detail for Agreement Visits (when the visit is linked to a task).
7/9/2002			Reports				Occasionally, certain reports could fail with 'Timeout expired' message.
7/8/2002			Sales Call Sheet				Added Company Name to the heading.
7/8/2002			Printed Purchase Order				The bar code printed (when using ASD bar coding only) would overlap the printed purchase order number when the purchase order number was longer than 9 or 10 characters. Also the entire bar code was not printing for long PO numbers. It was truncated by the right hand margin.
7/8/2002			Account Register				Voiding a check range could incorrectly tell you a check was in use if the check number was in use in a different account.
7/8/2002			Employee Setup				The department was not being validated when it was keyed in without using the dropdown.
7/6/2002			Customer Opportunities report				Added company name which will now print if it is not empty instead of first name and last name.
7/6/2002			Payroll				Premium rates are calculated when preparing the payroll period. These rates were previously always calculated based on the employee's regular rate which was an average over the period for all RegOT entries. With this update, payroll can now be configured to calculate premium rates (including OT) based on the employees standard pay rate from employee setup. The regular rate will, however, still be used if the standard pay rate is less than the calculated regular rate. The user will be warned of such cases when preparing and posting periods.
7/6/2002			Commissions Summary report				Grouping by employee was not working properly The comment column was much too narrow for the amount of information that could be entered.
	RELEASE 1.3.2.40—06/28/02
6/28/2002			Customer notes				Since version 1.3.2.39, Job Instructions entered for a new job in the Job Form while the new job was still in insert mode were not being saved. Notes entered after the job was saved, or if TAB was used in the Notes Form before closing the Notes Form, were OK.
6/24/2002			Agreement List report				The report was only printing the customer's street address. Added City, State, and Zip.
	RELEASE 1.3.2.39—06/21/02
6/21/2002			What’s New / Concept Guides				In the Agreements concept guide, corrected the Service Charge to the Agreement section. The document indicated that no G/L entries are made for agreements that do not use service reserve. This was not correct, and has been fixed.
6/21/2002			Customer Notes				There were a couple reports of customer related notes sometimes not saving when the notes form was closed. Modified the program to ensure that this will not happen.
6/19/2002			Account Register Deposit Summary report				Modified the report to show the user entered comment for Miscellaneous Cash Receipts.
	RELEASE 1.3.2.38—06/18/02
6/18/2002			Pay Bills				(SQL Only) It was possible that posting checks from ‘pay bills’ would freeze up on some checks.
6/14/2002			Payroll, Deferred/Retro Wages				Premiums were not calculating on miscellaneous wages earned in a prior period.
6/14/2002			Payroll, Exporting				Status messages have been added/expanded to help explain different error conditions that can cause payroll period export failure. On rare occasions is was possible to get a failure message without any other information.
6/7/2002			Sales Analysis Report				Fixed the Taken By End date (wasn't working) and added a Customer Start Date range (Location.AddDate)
	RELEASE 1.3.2.37—06/07/02
6/7/2002			Posting Checks				(SQL Only) It was possible for the posting of vendor checks to hang up occasionally.
	RELEASE 1.3.2.36—06/04/02
6/4/2002			Printed Work Order				Eliminated Out of Service equipment from the printed work order
6/4/2002			Sales Call Sheet				Added job contact field to the report.
6/3/2002			Payroll Reconciliation				If a period reconciliation had been posted including a check with a zero amount, the reconciliation could not be adjusted at a future time. These period reconciliations can now be adjusted.
6/3/2002			A/R Invoice				Added a display of the task standard hours to the labor page of the Enter Cost / Cost Plus screen. The task standard hours can also now be modified from the Enter Cost / Cost Plus screen. The display and entry of standard hours is now in hour:minute format for compatibility with the hours column in the labor detail grid. Note that the entry can be made in decimal format, but it is always displayed in the hour:minute format.
6/3/2002			Customer History, Equipment				A red line is now drawn through the equipment line when the equipment is flagged Out of Service.
6/1/2002			Agreement Anniversary report				The location ID number was being cut off on the report.
6/1/2002			Call Taking				(SQL Server only) The error 'Syntax error converting the varchar value -1 to a column of thye bit' would occur when trying to use the equipment dropdown in Call Taking.
5/25/2002			Technician Productivity report				Total Hrs column was formatted as a dollar amount. Fixed column title for Labor Revenue hourly (LRev Hrly) in the All Hours section of the report. Updated the report detail information ('?' icon) for recent changes made to the report.
	RELEASE 1.3.2.35—05/24/02
5/22/2002			Agreement				It was possible to adjust the activating invoice for an agreement and then edit the agreement, even though there were subsequent posted periodic billings, causing all sorts of possible problems. If there are any posted periodic billings they must now also be adjusted before the agreement can be edited.
5/22/2002			Printed Work Orders				Since version 1.3.2.22, Job Instructions for sales jobs (Lead Notes) were not printing on the printed work order. This fix forced a change in the layout of the work order form. Job Instructions are no longer on the right hand side of the page, but now print left justified under the Directions for the location.
5/22/2002			Printed Purchase Order				Now prints the purchase order number and page number on pages two and higher on multi-page purchase orders.
5/22/2002			Purchasing Manager				The Print PO and Preview PO options were not working.
5/22/2002			A/P Item Distribution report				The report filters for department and job number were not working properly when invoice line items were split.
5/22/2002			Comm Center				Lead Notes were not being included in the alpha paging message for sales jobs.
5/21/2002			Timecard				Occasionally, NTC entries would overlap with timecard entries if a new entry was made that began with the same time as an existing timecard entry.
5/20/2002			General				Fixed several problems in the SuccessWare version update process that could sometimes result in the message 'A previous attempt to update failed...' being incorrectly displayed. (ASP only) The SuccessWare version update process would sometimes display the following message: 'Cannot create file UPDxxxxxx.TXT'.
	RELEASE 1.3.2.34—05/20/02
5/19/2002			Agreement List report				Added the ability to sort and group by the location customer's name.
5/19/2002			Job				Since version 1.3.2.25, the preview work order option was disabled for closed jobs. It has now been re-enabled.
5/19/2002			Job, Call Center				The menu that pops up for job related purchase orders will now also include PO's that do not have the job number on the PO header, but do have the job on any of the line items.
5/17/2002			Customer Opportunities				(SQL Server only) Attempting to add customer opportunities would result in the error 'Cannot insert NULL value into field' if Is Notified was left blank.
5/17/2002			Customer History				(SQL Server only) Attempting to add archived history would result in the error 'Cannot insert NULL value into field'.
5/17/2002			Location History report				Since version 1.3.2.15, attempting to use the Archived History option would result in the error 'Column JobID cannot be found'.
5/17/2002			Employee List report				Disabled the Personal Information and Hire/Pay Information options when the user does not have Payroll Setup abilities (User Group abilities).
	RELEASE 1.3.2.33—05/13/02
5/12/2002			Account Register				When making a vendor payment, you can now enter the vendor number or name to look up the vendor account. Previously you were forced to select the vendor from the lookup.
5/12/2002			Check Register report				The report would issue the message 'Nothing to report' if the account number was typed in rather than being selected from the drop down list.
5/12/2002			Marketing Lists				Added address line 2 to the list of fields for selection when exporting a marketing list to a text file.
5/10/2002			Callbacks report				The hours were not formatting properly in the Call Back Job Info section. The Location ID was not printing in the Original Job Info section.
5/10/2002			Sales Tax report				Increased the size of the Invoice No column to accommodate long invoice numbers. Added Location ID to the report.
5/10/2002			Account Register				The register accounts were sometimes creating multiple open statement records in the database. At any time there should only be one open statement for the current statement period. These extra statement records did not generally cause any problems, but this updates cleans them up and prevents this from happening in the future.
5/9/2002			A/R Statements				Occasionally an item would print on the statement even if the balance was zero.
5/9/2002			Customer History				Since version 1.3.2.30, trying to go to the Call Center from Customer History would result in the error 'qryJob: Field CallID not found'. Put a sort order on the invoice query so that when there are multiple invoices for a job, they would always scroll in the order they were entered.
5/8/2002			Job Manager				Changed the description on the 'O' filter from 'Open' to 'Not Completed' which more closely describes its function. The filter shows all jobs not yet completed (Unscheduled, Scheduled, or In Progress).
5/8/2002			Event Log				The Login report was truncating the time column, e.g. 11:38AM was showing as 1:38AM.
5/7/2002			A/P Transactions report				Added Discount Taken to the sub-report showing Allocation Detail.
5/7/2002			Reference Books				In a situation where the entered data does not need to match a reference book item exactly (Map Codes), when there was only one partial match to the data entered, the entry was being changed to the matching book item automatically. Now the book will pop up with the one matching entry. The entry can either be selected, or not.
5/7/2002			Location, Call Taking				Changed validation of the Map Code field so that the entry no longer has to match an entry in the Map Codes book. This is so that it will not be necessary to set up all map coordinates in the book in order to use the field
	RELEASE 1.3.2.32—05/06/02
5/3/2002			Timecard report				Sometimes the Dispatched and OnSite timecard statuses would not show up for selection. This would occur the first time opening the Timecard report after making entries in the Timecard. The problem may also have been occurring in the Call Center and Job Manager filter forms.
5/3/2002			Payables Manager				Sometimes the accounts payable reconciliation would erroneously report zero for source balance.
	RELEASE 1.3.2.31—05/02/02
5/2/2002			Company Setup				Added a second field for invoice notes and statement notes to accommodate longer messages for invoices and statements. Added a Tax ID field that will print on invoices and statements after the company name and address at the top of the page.
5/2/2002			Purchase Orders				If the PO number was removed from a receipt, a hidden connection between the two still remained causing these receipts (now miscellaneous receipts) to show in the Purchasing Manager as receipts for the originally assigned PO.
5/2/2002			Technician Productivity report				The report now has an option to report at the invoice level, rather than just at the task level. This eliminates the need to split timecard labor among all tasks on the invoice in order to include all task revenue on the report.
5/2/2002			A/R Invoice				When timecard labor is imported to invoice cost, all manual and task standard labor entries are now removed from the invoice. Previously they were just removed from the invoice line item to which the labor was imported. In addition, no manual or task standard labor detail entries can be made to an invoice that has imported timecard labor. Again, this was previously prevented only on the invoice line item that had imported timecard labor.
5/1/2002			Purchasing Manager				Added Adjusting and Canceled status columns to the receipts grid in the Purchasing Manager.
	RELEASE 1.3.2.30—05/01/02
5/1/2002			Job Summary				Since version 1.3.2.21, it was no longer possible to enter happy check information on closed jobs. This functionality has been restored.
4/30/2002			Income Statement				The program was still requiring that the period balances be computed when running for budget numbers even though the balance calculation is only necessary for reporting actual figures. When using expense groups, some of the expense groups would be omitted from the report when running for budget numbers.
4/29/2002			Agreement				Recently the ability to edit commission amounts on the agreement was added to provide the information necessary for the Agreement Anniversary report. Commission editing now also allows entry of Salesperson, in case agreements were originally entered without salespersons.
4/29/2002			Customer History				Previously the Service History grid in the Customer History form showed all calls for each job. This made it very difficult to view history when commercial or construction jobs were involved. Now when the selected job has more than one call, a navigator button appears in the call information panel to allow scrolling through all of the calls for the job.
4/29/2002			Service Location List report				When using the Job Reference parameters and leaving the From Date empty would result in 'Syntax error (missing operator) in query expression...'.
4/29/2002			Reports				Report titles were not always shown consistently depending on whether the report was previewed or printed.
4/26/02			Call Taking Form				Modified the position and tab order for a few fields.
	RELEASE 1.3.2.29—04/26/02
4/25/2002			Sales Tax report				Made changes to significantly improve the speed of the report.
4/25/2002			Customer History				Previously the Customer History form only showed the last invoice for each job. Now when the selected job has more than one invoice, a navigator button appears to allow scrolling through the invoices for the job.
4/25/2002			Agreement				A negative invoice line item charged to the agreement can be used to correct an earlier overcharge to the agreement if the original invoice cannot be adjusted for some reason. Even if the agreement was not using reserve, however, this negative charge was still going into the agreement reserve account. It will now go to the agreement excess expense account as it should.
4/25/2002			Call Taking				You can now attach visits to the phone call and they will attach to the service job/call created when you post the call. Salesperson was added to the form. The '#0' menu item no longer appears on the script menu. The 'crazy' Taken Date will no longer appear in the call info panel when you go to the call center to schedule a call from call taking.
4/25/2002			Pricebook				Added the option to deactivate or activate an entire category or group of items.
	RELEASE 1.3.2.28—04/24/02
4/23/2002			Checks				‘Format C’ was added to the Check Alignment Setup. This format is consistent with Quickbooks checks at the time this feature was added.
	RELEASE 1.3.2.27—04/23/02
4/23/2002			Payroll				When creating periods, it was possible for SuccessWare to get stuck and create many periods with the same date range. This probably applied only to semi-monthly periods.
4/22/2002			Receivables Manager				When searching by phone number the program now automatically inserts dashes in a 7 or 10 digit number like it does in Customer Search.
4/22/2002			Call Center				Since version 1.3.2.22, the vertical view of the call center might have been blank when first opening the call center.
4/22/2002			Location				Sometimes the message "Invalid Acct#: Manually created account numbers must contain letters" would occur when trying to save a new carbon copy account. This was occurring when the ID for the current location had been used for a previous carbon copy account for the location.
	RELEASE 1.3.2.26—04/20/02
4/19/2002			G/L Setup				Under rare circumstances, a default account could not be changed even after its balance was zeroed out. The software would still report that it had a balance.
4/19/2002			Payroll				Since version 1.3.2.22, when exporting payroll, it was possible to receive the error regarding negative hours for an employee when in fact the employee did not have negative hours for a day.
4/19/2002			Pricebook, Tasks, Price Levels				When price levels were entered manually, they would not receive a "PLevel" value. This is the value used to order the price levels on the price book when printed. This would cause the prices to sometime print in a different sequence that when view within the task form or the on screen in the price book.
4/19/2002			Job Summary				Since version 1.3.2.22, the Work Done and Work Suggested fields would change size when they were entered causing some of the lines in the memos and part of the scroll bars to be hidden.
4/19/2002			A/R Invoice				The item search would always start searching on the item number field even if the last search was on another column. Now the form will pop up with the last search column still selected.
4/19/2002			Call Taking				After posting a call, or after opening a call from call review, you can use ^P to access the print options form. This will allow you to print a work order (and call sheet for sales calls) for phone calls that resulted in the creation of a job.
4/19/2002			Job Tag Manager				Modified the program to create all returns prior to any requisitions to avoid the situation where requisitions were unnecessarily causing a brief negative warehouse quantity.
4/19/2002			Agreement				The shortcut key for View Visit Load was CTRL+V preventing this keystroke from being used for pasting text into fields on the form. Changed the shortcut to CTRL+L. The Make Into Converted Agreement action is now disabled when the agreement Sale Date is on or after the receivables G/L activation date. The Make Converted function is only used to set up agreements that existed prior to activation. Agreements sold after activation can only be activated by posting an invoice for the new agreement.
4/19/2002			Receivables/Payables				Occasionally an account would not be updated properly and would show OpenCount=0 and Balance=0 even though there was one or more open items in the Account History. The account could be corrected by aging the account, however, these accounts were being eliminated by the Open filter of the managers and would therefore be excluded when aging all accounts. This has been corrected so that Age All Accounts will now correct the balances on these accounts.
4/18/2002			G/L Journal Entry				If you tried to print the displayed journal entries while a current edit was not saved, the report would erroneously say 'nothing to report'. The Print Journal Report option is now disabled while editing a transaction.
4/18/2002			Financial Reports				Corrected an ambiguous message that displays when transactions have been posted that have not been compiled for the financial reports.
4/18/2002			Customer Search				The 'Take a call (selected)' and 'Take a call (new)' options have been merged into a single option ('Take a call') which will prompt you to use the selected customer or open call taking for a new customer. The hot key shortcut for F12 will now ask you to open a call in call taking for the selected customer or a new customer. Previously it would always open for a new customer. The 'Take a call' button can be configured in General Setup to either open the 'Call Taking' form, or use the 'call on line' version of customer search. Previously, this button would only access the 'call on line' version of customer search.
4/18/2002			General Setup				Added call taking configuration options: 1) enable/disable ability for users to change the phone call type (service, concern, other) once it is set based on the reason code selected. 2) The 'Take a call' button in customer search can be configured to access either 'Call Taking' or the 'call on line' version of customer search. ‘Call Taking’ is the default for new companies.
	RELEASE 1.3.2.25—04/17/02
4/16/2002			Purchase Order				When selecting the job for a purchase order, the Open Jobs lookup now includes the company name field. On the printed PO, when a PO has been assigned to a job, the company name now prints for Customer, if the customer has a company name. Otherwise it prints the last name.
4/16/2002			Vendor Invoice				Sometimes when trying to override the calculated discount amount, it would automatically erase the manual change and revert back to the original calculated amount.
4/16/2002			Purchase Order				When creating a receipt/vendor invoice from a purchase order, the warehouse assigned to the PO was not carrying over to the receipt. It was always reverting to the system default warehouse.
4/16/2002			Technician Productivity report				Added the ability to group/sort by Invoice Date.
4/16/2002			Call Taking				Drop down menus have been added for equipment, warranty, and agreement similar to in the job form.
4/16/2002			Agreement reserve Analysis report				Added a total reserve balance calculation to the group and final totals.
4/16/2002			Sales Call Sheets				A Sales Call Sheet can now be printed individually for a sales job from the Call Center, Job Manager, or Job form.
4/12/2002			Call Center				The call center was allowing completed calls to be rescheduled by dragging from the call list to the employee grids or the unassigned grid.
4/12/2002			Receipt/Vendor Invoice				Allowed printing of the receipt while editing. This would allow some newly entered line items not to show up on the report. Now you must save before printing.
RELEASE 1.3.2.24—04/12/02
4/12/2002			Call Taking				Normally, when you take a call in call taking and schedule the call in via ‘browse’ in the call center, upon dropping the call on a tech, the call taking form should refocus. If you had one or more other calls already browsing in the call center, the call taking form would not refocus and seem to be lost. Presing F12 at this point would simply flash the call taking screen.
4/12/2002			Call Center				Since 1.3.2.22, the error 'field "MapCode" not found' could be experienced when selecting calls (most likely only when the call is in the browse window)
4/11/2002			Purchase Order, Vendor Invoice				(SQL Server only) A purchase order with no line items could not be updated as received or closed. Using 'Update status' in the Purchase Order or posting the Vendor Invoice for the PO would result in the message 'Unable to update purchase order'.
RELEASE 1.3.2.23—04/11/02
4/10/2002			A/R, A/P, Pending Payable Reconciliation				Corrected the spelling of 'discrepancy'.
4/10/2002			Check printing				On occasion, large batches of A/P checks could print out of order. Made a change that should reduce the likelihood of this happening.
4/10/2002			Call Progress				Since 1.3.2.22, completing a previously dispatched/onsite call would possibly result in the message "posting canceled [C]'.
4/10/2002			Call Center				Since 1.3.2.22, the caption on the graphic view was not always displaying properly when the call center was first opened.
4/10/2002			Job Manager				The data in the grid now refreshes when returning from the Job Summary form.
4/10/2002			Payroll Reconciliation Import				The import would sometimes fail with 'Cannot access column #8 (max=7). Double check your import setup'. This error would occur when QuickBooks exported a line with a blank amount (instead of zero). Payroll Setup import setup would also report a problem with this entry. Blank amount entries are now treated as zero.
RELEASE 1.3.2.22—04/08/02
4/6/2002			Pending Payables Reconciliation, Pending Payable Transaction report				Non-warehouse transactions were being included. This was not correct since pending payables entries are only made when updating inventory, i.e. the receipt item has a warehouse assigned.
4/6/2002			Agreement Manager				(SQL Server only) The option to 'Inspect/create visits' from the Visits Due view would fail with 'General SQL error: Incorrect syntax near the keyword "and"'.
4/6/2002			Payroll Setup				Previously, subcontractors would cause payroll activation to fail if they did not have completed wage setup. Subcontractors are now ignored during the payroll configuration analysis.
4/6/2002			Call Progress, Timecard				When pay items were set up on job types, when onsiting assignments thru call progress and then completing them thru call progress as a separate operation, the timecard entry would not retain the pay item setup for the job type.
4/6/2002			Job Summary (and Sales Summary)				The information on the form was not scaling with the form when the form was maximized.
4/6/2002			Location				Added a Map Code field to the location information. The Map Code can be entered in the Location Details form, or in Call Taking. It is displayed in the Call Info panel at the bottom of the screen in the Call Center, and in the Calls grid on the right hand side of the Call Center. It also shows on the printed Work Order and in the Calls and Assignments reports in the Job/Call Reports report group.
4/5/2002			Sales Jobs				Lead Notes were limited to 255 characters in length. Now they are unlimited. Access to Lead Notes is available through the Notes popup form. Job Instructions are no longer updated when entering a new sales job in Call Taking. Job Instructions are no longer necessary on a Sales Job, since Lead Notes are available in the Notes popup form.
4/5/2002			Call Center				After accessing Employee Setup and returning to the call center, an access violation error was often encountered. In some instances the call center would redraw twice. When updating the start/end time on a timecard and returning to the call center, the call center would not refresh to reflect the changes made.
4/5/2002			Timecard				An indicator has been added to the upper right hand corner of the form; It is a yellow yield symbol with the letters "OT" inside. When visible, this indicates that modifications have been made to entries within the current timecard overtime period and that the time summaries in the status bar at the bottom of the timecard are not current. To make these figures current right click in the grid and calculate overtime.
4/5/2002			Payroll Manager				Pay Type and Expected Wage in lower left corner of employee period review was displaying data directly from employee setup instead of from the employee’s payroll period, as it should. This has been corrected and if the period pay type and/or expected/average wage differs from the current employee setup, the fields will be highlighted in red. (SQL Server only) Unlocking periods would result in the error "Syntax error near 'or'".
4/5/2002			A/R Invoice				Added Model No and Serial No to warranty menu. If you select equipment for a line item, only warranties associated with that equipment are now listed in the Warranty menu.
4/5/2002			Job Form				Added Model No and Serial No to warranty menu.
4/4/2002			Reports				Some reports would not change the application cursor to indicate the application was busy preparing the report. All reports will now show an hour glass cursor when preparing reports.
4/3/2002			Billings Due, Agreements Due for Renewal reports				The first agreement in a new group was not showing the correct customer if the new group started on a new page.
4/2/2002			Payroll				(SQL Server Only) Errors could occur during preparation of payroll periods. It was possible to edit payroll account and check date on reconciliation form when the reconciliation was posted. Error could occur when editing check date in reconciliation form. It was possible to get an error when exporting payroll periods "Operation Not Applicable". Export will warn and abort if there is a negative hourly entry for a pay item on a given date. Quickbooks does not allow negative hourly entries on weekly timesheets. In some cases (SQL Server only) it was not possible to initially save payroll setup. No error message was given.
3/29/2002			Pending Payables Transaction report				Added Receipt No to the report transaction line. Added the ability to sort by Receipt No and G/L Reference No. G/L Reference No sorting is useful for comparing transactions to the G/L Transaction report when reconciling. Added an indicator to the report that identifies whether Receipt No or Vendor Invoice No is the G/L Reference No for the transaction.
RELEASE 1.3.2.21—03/29/02
3/28/2002			Location List report				Would not show locations converted from SuccessWare V6 when the Locations checkbox was checked.
3/28/2002			General Setup				Since version 1.3.2.15, sometimes changes would result in 'Update failed' error.
3/28/2002			Comm Center				Sometimes the e-mail paging configuration could not be saved. The error 'Expression too complex' would occur.
3/28/2002			Quick Start				Removed the Quick Add page of Reference Library setup - the information entered there was not used. Since version 1.3.2.15, sometimes the modification of certain setup information would result in 'Update failed' error.
3/28/2002			Employee Setup				Since version 1.3.2.16, the message about incomplete P/R setup was not appearing unless the Wage Information tab was selected. Also, the Automatic Overtime checkbox may not have been properly hidden depending upon whether the user had payroll setup abilities or not, and whether the employee being changed was a subcontractor or not.
3/28/2002			Account Register - Checks				The comment field entered in Pay Bills or in the Check form was not printing on the check stub.
3/27/2002			Agreement List report				The report would not print anything when Status: Inactive was selected. Modified the report to more easily select which statuses to print.
RELEASE 1.3.2.20—03/26/02
3/26/2002			Call Taking Review				When opened from the Snapshot form (concerns for all dates), the caption in the status bar would show a date of 'December 29, 1899'.
3/25/2002			Reference Library - Pay Items				(SQL Server only) Adding new pay items would fail with 'Error saving record'.
3/25/2002			A/R Invoice				The system would not allow a line item discount (either taxable or non-taxable) when the item(s) billed was a task with tax included. This is now allowed, as long as the total tax does not go below zero, and the part or labor sale does not go below zero.
RELEASE 1.3.2.19—03/25/02
3/25/2002			Receivables Manager, Payables Manager				The reconcile options were not calculating the G/L balances correctly before the module activation date (opening balances).
3/22/2002			Sales Call Sheets				Call Sheets are now printed from the Job/Call Reports group of the Report Gallery, instead of the Management Reports group, so that non-management users may print call sheets.
3/22/2002			Job Summary (Sales estimates)				The piece rate and commission buttons were visible when the Job Summary was opened from the Call Center. They are no longer available. These actions are only available for 'actual' jobs, which is where the commission should be entered.
3/21/2002			Printed Sales Quote				There was a field on the form called 'Date'. This was intended to be the appointment date. Changed the caption to read 'Appt Date'. This field will be hidden if no call progress has been recorded, otherwise it prints the last call (appointment) date.
3/21/2002			Sales Lead Tracking report				Added the customer’s Company Name to both the report and the call sheet.
3/21/2002			Sales Lead Tracking report				The report would fail with 'The column prefix 'call' does not match the table name or alias used in the query' when running the 'Report' option and selecting either, Completed or Not Completed -or- Canceled or Not Canceled.
3/21/2002			Income Statement (Multi-departmental)				(SQL Server only) The report would fail with the following error: 'qryFig1: Field aGL_BudgetGroupID is of an unknown type'.
3/21/2002			Income Statement				The Operating Expenses section of the report was not printing in any particular order. It now prints in account number order, as it was originally intended.
RELEASE 1.3.2.18—03/21/02
3/20/2002			Payroll				Since version 1.3.2.16, the reconciliation import was importing deductions as negative amounts instead of positive amounts, causing the total reconciled wages to be incorrect.
3/20/2002			Reference Library				(SQL Server only) When trying to add a new agreement type, it would always fail with 'Error saving record. Check for duplicate codes'.
3/20/2002			Agreement				The commission amounts were not being carried over to renewal agreements.
3/20/2002			Payroll				There was a button for reports that was not beig used. Made the button invisible.
3/20/2002			Call Center				Added the equipment age to the Calls grid to aid in assigning calls.
3/20/2002			Job Manager				Added the customer's phone number and extension to the grid to aid in making happy check calls.
3/20/2002			Phone Call report				Added the customer's phone number and extension to the report.
3/20/2002			Employee Setup				When employees are added or changed, the Reference Library employee related reference books are now automatically refreshed.
3/20/2002			Customer				Reduced the maximum number of customers open at one time from five to four to help prevent the occurrences of resource related errors.
3/19/2002			Sales Invoices report				Changes to make the report run faster.
3/19/2002			Job Tag Manager				When updating invoice cost, the correct requisitioned cost was not always being applied. It was getting confused when the item also had current tags for other jobs.
RELEASE 1.3.2.17—03/18/02
3/18/2002			Purchase Order, Vendor Invoice				When there were many items on a Vendor Invoice and entering an item at the bottom of the grid, the description column would widen, causing a scroll bar to appear that would block the line item being entered. There is always a scroll bar now so that this does not happen anymore.
3/16/2002			Purchase Order Status Report				Improved the functionality to the status filters.
3/16/2002			Purchase Order				Line items were not always defaulting to the POs warehouse. Changing the POs JobNo will change the Jobno for all line items and distribution.
3/16/2002			Pricebook				Added the ability to enter an exact multiplier with two decimals of precision into the Profit Margin Matrix.
3/16/2002			Printed Purchase Order				Added the vendor's FAX number.
3/16/02			Calls, Assignments, Calls Taken/Booked, Work Orders reports				Added the option to select option: Sales Calls, No Sales Calls or Both
3/16/2002			Stock Item Detail				When adding a new stock item the Valued flag was not displaying properly - it was always unchecked. The Item Group was not displayed properly - it was displaying the Item Category a second time.
3/15/02			Phone Call Report				Expand Detail shows Call Notes or Concern info, depending on type of call.
3/14/02			Call Taking Review				Fixed Concern Close Date text. Added option to enter Call Notes for any type of call.
3/14/02			Customer History				Added Concern Resolution to the Concerns panel.
3/14/02			AR Invoice List, AP Invoice List and AP Transactions reports				Fixed extremely slow speed.
3/13/2002			Logon				When multiple companies are available, there was a chance that any of the companies might have randomly been selected as the default selected company. It now defaults to the first company that was set up (1001).
3/13/2002			Inventory Transactions report				Added an option to group/sort by Control ID so that transactions can be grouped into their original requisition, adjustment, etc.
3/11/2002			Billing Account History, Vendor Account History				If an account had been aged immediately after allocating an adjustment or payment, a bogus message dialog 'Not fully allocated, Continue and post?' would display.
3/11/2002			Account Register				When changing accounts while in a reconcile view, if the user did not have the ability to reconcile the selected account type, the 'Access denied' message would repeat over and over in an endless loop.
3/11/2002			Job form				If the hours required, booked, or assigned had decimals associated with it, all that could be seen was the last three or so digits of the decimals. This applied to the Reqd and Bkd columns in the calls grid of the form.
RELEASE 1.3.2.16—03/08/02
3/8/2002			Payroll				Payroll reconciliation would fail with 'Error converting deduction amount' when a payroll deduction greater than $1000.00 was encountered.
3/8/2002			Financial reports				(SQL Server only) The Trial Balance and Income Statement reports would sometimes cause an Illegal Operation and cause the program to terminate when run immediately after compiling report periods.
3/8/2002			Employee Setup / User Abilities				Users with ability to access the time card and/or miscellaneous wages were allowed to access employee setup from the employee manager. Now a user must have the explicit ability to access employee setup.
3/7/2002			Receivables Manager				The reconciliation utility sometime reported an incorrect source balance because of a problem with certain negated payments. This would cause misreporting of source balance to G/L balance differences, and also source item balance to vendor total balance differences.
3/7/2002			Receivables Manager, Payables Manager				The latest transaction date is used to determine the starting date for calculating balances. If a future transaction has been negated, it will no longer affect the starting date for the reconciliation process.
3/4/2002			A/R Invoice List report				The workdone notes were cutting off at three lines. Now it prints all of the workdone notes.
3/4/2002			Employee Setup				The 'Auto Calculate OT' checkbox is now hidden if the user does not have payroll setup ability.
3/4/2002			QuickStart				Added Tax Codes setup to the Customer Service page of reference library setup. When setting up employees, the information panel now informs the user that the employee code is used to identify the employee throughout the software, including the call center. When setting up employees the wage related tabs are now hidden, since QuickStart is guiding the user through employee setup for scheduling purposes. Wage information can be entered later on during the payroll activation process.
RELEASE 1.3.2.15—03/04/02
3/4/2002			Service Location List report				The report was hard to read when running for Count Only with a Group By selection. There was a line separating the group heading from the group count.
2/28/2002			Payables Manager				When viewing 'out of balance' vendors, the caption at the bottom of the form was reading 'Total receivables', instead of 'Total payables'.
2/27/2002			Invoice Manager				The 'void/flag pre-GL invoice' function was not processing non-job invoices.
2/26/2002			Inventory				When checking for item flag mismatches before posting a transaction (requisition, return, transfer, or adjustment), the program was looking at all transactions with the item number, instead of just the transaction being posted. Transactions can no longer be adjusted (reversed) if the counted, valued, or serialized flags have been changed in item setup. This was causing problems with the inventory updates.
2/26/2002			Receipt/Vendor Invoice				Now checks that item flags - counted, valued, serialized - are current and updates them, if necessary, before posting.
2/26/2002			Parts Item detail				When attempting to change a part item's counted, valued, or serialized status, the program now verifies that there are no open receipts (receipt posted, vendor invoice not yet posted) for the item. If open receipts are found, the change is not allowed. These types of changes would cause problems when posting the vendor invoice.
2/26/2002			A/P Item Distribution report				Fixed the column title for Invoice Date - it was reading 'Receipt Dt.'. Added a column ('Invcd') indicting whether the value is based on the posted invoice, or not. If the column is X'd the invoice has been posted. If the column is blank, it has been received, but the invoice has not been posted.
2/26/2002			A/R Invoice Manager, A/R Invoice				The terminology used in the Invoice Manager - 'Post pre-GL invoices' - for the menu option for flagging pre-GL activation invoices was misleading, since the process does not create entries in receivables. Changed it to read 'Flag pre-GL invoices as posted'. Added a reminder to the subsequent message dialog that receivables entries will not be created. In the Invoice form, added a warning message when a date prior to the G/L activation date is entered.
2/22/2002			Receipt/Vendor Invoice				Modify the post to G/L to use the receipt control ID or the vendor invoice number as the transaction reference, rather that the vendor number.
2/22/2002			PO Receipts				Added the receipt control ID to the receipt form caption.
2/22/2002			G/L Transaction Review				Added the ability to use 'Open source document' to open the receipt when viewing receipt transactions.
2/22/2002			ClientRx				The last workstation tested would not show up on the report.
2/21/2002			Call Center, Calls grid				Changed the menu item for selecting the unscheduled calls view from 'Unschedule calls' to read 'Unscheduled calls'.
2/21/2002			Printed Work Order and Purchase Order				If the bar code solution is being used for inventory, these forms will now include the work order number or purchase order number in a bar code in the upper right hand corner of the form. The bar code is in the form C39.
2/19/02			Customer History Form				Added the ability to Edit, Add, Delete archived history. The is an ability setting, Edit/Add Archived History, in User Group setup.
2/18/2002			Agreement Profitability, Deferral Analysis, Reserve Analysis reports				Added the ability to filter the report for a specific department.
2/18/2002			Agreement reports				Added the ability to group by department.
RELEASE 1.3.2.14—02/18/02
2/16/2002			Sales Tracking report				The report would fail with 'Field not found' when sorting/grouping by CallDate or Department.
2/16/2002			Customer Opportunities report				The sort by field list had a blank entry in the list.
2/16/2002			Sales Tracking report				The report would fail with 'Field not found' when sorting/grouping by zone.
2/16/2002			Location List, Location History, Visits Due By Month, and Calls reports				These reports would fail with 'Unspecified error' when selecting for a specific zone.
2/16/2002			Location History report				Added Zone to sort/group by fields. Would fail with 'Field not found' when sorting/grouping by JobDate, or JobType and running the report for current history.
2/16/2002			Account Register				When voiding an A/P check, the vendor summary balances were not being updated to reflect the removal of the check and the re-opening of the items that had been paid by the check.
2/15/2002			A/P and A/R Aging reports				Added a line between vendors for readability.
2/15/2002			Payables Manager, Vendor History, A/P Aging report				Added an additional column for balances over 90 days.
2/15/2002			Pricebook				The grid report for parts/misc items was always printing zero for retail price. Made Override Amount available in the grid report for tasks.
2/15/2002			Invoice Manager				The manager was allowing invoices to be deleted (CTRL+DEL). The updates are cached and would not normally have been able to reach the database, however.
2/14/2002			Inventory				Posting an inventory transaction, which would cause the item quantity to go negative, would change the average cost to zero, if the item had never been received.
2/13/2002			Adjustment Code reference books				When selecting a subaccounted G/L account, the subaccount reference book would pop up for selection, but a 'Save or cancel' dialog would also pop up, and then a few errors, including 'Control has no parent window'.
RELEASE 1.3.2.13—02/13/02
2/13/2002			Income Statement reports				The expense group sections were printing in no particular order. They will now print in account number order, the same way they are displayed in the G/L Setup / Expense Groups.
2/13/2002			G/L Setup				When deactivation or deleting a department, a bogus message about budgets for the selected G/L account would display under certain circumstances.
2/13/2002			QuickStart/Departments				When deactivating or deleting departments through QuickStart, an access violation error would occur.
2/13/2002			QuickStart/Company Setup				When accessing company setup options through QuickStart, certain tabs were visible when they should not have been.
2/13/2002			Customer Opportunities (Recommendations)				The indicator for active marketing/recommendations on the customer form was not getting turned off when the last opportunity (recommendation) was deleted.
2/13/2002			Sales Tracking report				The report was not showing the assigned salesperson.
2/11/2002			Payables Manager, Receivables Manager				The reconcile option was reporting that the vendor was out of balance with the items when there were future entries posted.
2/11/2002			Job				Under certain circumstances (editing a canceled job, etc.), modifying the job type would result in 'SchedDuration cannot be modified'.
2/11/2002			Inventory				Inventory transactions were not being negated when adjusting an inventory transaction (requisition, adjustment, etc.), if the transaction was being adjusted prior to posting any transactions during a SuccessWare session.
2/11/2002			Financial reports				Some of the financial reports were truncating amounts greater than ten million dollars.
2/11/02			Vendor List report				The Vendor List report now has the Print to File option enabled. This can be used, for example, to generate mailing labels through an external word processing program, such as MS-Word.
RELEASE 1.3.2.12—02/11/02
2/11/2002			Work Order				Wasn't printing the complete company address.
2/10/2002			Call Taking				The MKTG indicator was not lighting up when there were opportunities for the location selected.
2/10/2002			PO's, Vendor Invoice, etc.				The Open Jobs reference book and Job Lookup form were incorrectly allowing sales job number's to be entered for PO's and Vendor Invoices.
2/10/2002			Lock Manager				Added event log entries for removing and resetting locks.
2/10/2002			A/R Invoice Detail				When importing requisitioned parts, if an item number was also a partial match for one or more other item numbers, the item search would pop up for selection. Now it will correctly import the item without the pop up. If an item cannot be validated and imported, a message box is displayed warning that the item may have been deactivated or deleted, and the tag is skipped.
2/10/2002			Purchasing Manager				Receipts for the selected PO would not show once the invoice for the receipt was posted. Added the invoice posting status and invoice date to the Receipts grid.
2/10/2002			Sales Tracking				The Call Sheet now shows both the Estimate Date (date of the first call, by default) and the Call Date. Added Call Time to the Call Sheet. Call sheets would not print for estimates created from Call Taking until after they were edited and saved through the Job form, Call Progress, or Job Summary. Call sheets would not print for additional 'continued' calls for a sales estimate. The Sales Tracking analysis report was including addition 'continued' calls in the total lead count, thus distorting the closing ratio. Added indexes to the database to improve the speed of the Sales Tracking report.
2/10/2002			Payables Manager				Sometimes the Reconcile option would not report the correct source balance, particularly for dates on or near the A/P G/L activation date.
2/9/2002			Utilities				Added diagnostic tools section available only for SuccessWare Support logon.
2/8/2002			Timecard (Windows Resources)				Changes have been made to minimize resources used when accessing employee timecards. This may benefit some users who have been experiencing low resource/memory situations.
RELEASE 1.3.2.11—02/07/02
2/7/2002			A/R Transaction report				(SQL Server only) Would fail with the error 'Rowset position cannot be restarted'.
2/7/2002			Sales Tracking report				(SQL Server only) Would sometimes fail with the error 'Field Call.Zone not found'.
2/7/2002			A/P Item Distribution report				Grouping/sorting by warehouse was incorrectly using the invoice's default warehouse. Now it uses the warehouse to which the item was actually distributed. Added a filter for warehouse to the report interface.
2/6/2002			Job Tag Manager				Sometimes posting of inventory can fail with the message 'Inventory transaction posting failed during processing'. There is now an additional message box with more specific information when this occurs.
2/6/2002			Open Receivables				Since version 1.3.2.3, the billing account notes were no longer printing on the report.
RELEASE 1.3.2.10—02/04/02
2/2/2002			Payables Manager				Added IsReceipt flag and ReceiptDate to the unposted invoices view.
1/31/2002			Sales Call Sheet				Long city names would run into the state and zip text.
1/31/2002			Payroll Reconciliation				Check date did not format properly when keyed in.
1/31/2002			Commission Report				Entering a specific date range in the commission report results with the error message 'data type mismatch' Also, field order goes from "Earned date" thru to "Released date" thru then back up to "Released date" from. Also fixed the tab order of controls in the report interface.
1/30/2002			Inventory Transaction Report				Added an option to include group totals only when grouping is applied. This will suppress the individual transaction detail and only print the group totals. This feature is useful for generating warehouse or item valuation as of a particular date.
1/30/2002			Call Center				In the vertical view, since version 131.00, if many employees were viewed, causing each employee panel to be less than 54 pixels, the green arrow button used to access conflicting assignments would be hidden behind the sale/tech image, making the button inaccessible. The green arrow has been moved to a layer above the image so this no longer occurs.
1/30/2002			Inventory Restock Report				If the minimum quantity on a stock item is blank (zero has never been entered) it will be handled as if it were zero.
1/30/2002			Call Taking				(SQL Server only) Would get 'Post phone call failed', if your username was longer than 6 characters.
1/29/2002			Payables Manager, Agreement Manager, Purchasing Manager, Employee Manager				An access violation error would occur when closing these managers after printing a grid report.
RELEASE 1.3.2.09—1/25/02
1/25/2002			Employee Setup				Salary split PayItems would only accept payitems of length 10 or less.
1/25/2002			Receivables				When adjusting finance charges, the account finance charge totals were not reflecting the adjustment. When aging accounts, if open count was 0, and balance due was 0, but some how a balance was stuck in 30,60,90, or finance charge, the account would not age. Now these accounts will age and be self correcting.
1/22/2002			A/R and A/P Transaction Reports				If 'allocation detail' is checked, the message 'not a query or table - cannot count' was displayed several times during preview/printing of report.
RELEASE 1.3.2.08– 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 1.3.2.03, the invoice was no longer reflecting additional payments applied through accounts receivable.
RELEASE 1.3.2.07– 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 1.3.2.03, 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 setup 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.
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 1.3.2.06– 1/07/02
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 1.3.2.02, the program was not prompting 'Update printed invoices' after printing invoices from the Next Batch view.
RELEASE 1.3.2.05– 1/05/02
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.
RELEASE 1.3.2.04– 1/03/02
1/3/2002			Purchase Order				Since 1.3.2.03, 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.
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 1.3.2.03, 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 1.3.2.03, 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 1.3.2.03– 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			G/L Budget				Changes were automatically canceled if the 'Show prior year actual’ checkbox was changed while there were pending updates. There is now a prompt whether changes should be canceled or not. Copying from actual into the budget year from a single period was skipping the selected period in the budget. The mouse cursor is now set to hourglass whenever the program is calculating summary totals.
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.
RELEASE 1.3.2.02– 12/20/01
12/19/2001			G/L Budget (new module)				Added a module for entering budget information into SuccessWare. Once a budget is entered, an income statement can be printed comparing budget to actual numbers.
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.
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.
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.
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 1.3.2.01, the error 'Field UnitAge not found' would occur depending on the configuration of the paging fields.
12/11/2001			Pricebook				Since version 1.3.2.00, 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 1.3.2.01– 12/05/01
12/5/2001			General				When posting or adjusting would start, but could not be completed for some reason, some updates were not being canceled properly, and in some situations these partially completed updates could be applied later, creating data inconcistency.
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.
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 1.3.2.00– 11/21/01
11/21/01				Initial Release
11/16/01			Printing				(SQL Server only) Added a delay between each of multiple print jobs (i.e. checks or work orders) to accommodate a spooling problem on the ASP SQL Server Farm. A parameter in the SuccessWare configuration file (SQL Server only) can be used to specify the delay. Add PrintingDelay=xxxx to the configuration file, where xxxx is the number of milliseconds delay.
11/16/01			Payables, Receivables				(ASP SQL Server farm only) Modified AR and AP post processing to eliminate transient ‘floating point’ errors.

What’s New 1.3.2

Fixes 1.3.2

What’s New / Fixes 1.3.1