SuccessWare 21^® Version 1.4.0.x		Concept Guides and Additional Documentation
What’s New 1.4.0	Fixes 1.4.0		What’s New / Fixes 1.3.3

What’s New in version 1.4.0.66

· Area Code Change utility: A utility has been added that will allow a mass change to be made to all phone numbers in SuccessWare21® when there is an area code change. You can find the utility by opening the “21” Main Menu / Setup / Utilities / Administrative Utilities. Note that the utility will change ALL occurrences of the area code. If your service area crosses the boundary of the area code change, you will need to decide whether it will be more efficient to change phone numbers manually, or use the utility to change all numbers, and then change back the phone numbers where the area code should not have changed.

What’s New in version 1.4.0.39

· Assisted Local Payroll Tax Withholding: SuccessWare21® can now help you to manage payroll tax withholding for multiple local tax authorities. This feature will be useful for companies in the State of Ohio where multiple local taxes are imposed. For detailed instructions on using this new feature, click here.

· Modified Pricebook task price calculations:

- When calculating task prices and using the Margin Matrix, the matrix is now applied to each detail item on the task, then totaled, rather than applying the matrix to the total item cost. Use of the Margin Matrix is configured on the ‘3 Parts’ and/or the ‘4 Miscellaneous’ pages of Pricing Setup – either in default pricing setup, or the task category’s custom pricing setup.

- Added an option to task pricing that allows prices to be rounded up to the next even dollar amount. This will apply to the discount price, retail price, and all price levels. The option is configured on the ‘2 Tasks’ page of Pricing Setup – either in default pricing setup, or the task category’s custom pricing setup.

· 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 1.4.0.37

· New report

- Added a new report based on invoice item cost detail. The report can includes parts, labor, and miscellaneous cost items, but is particularly useful for determining parts usage by employee or item number as long as invoice cost is being entered. This report is in the Report Gallery in the A/R Invoice Reports section.

What’s New in version 1.4.0.33

· Enhanced utilities for finding and merging possible duplicate locations and billing accounts

- Added ‘Find and Merge Locations’ and ‘Find and Merge Billing Accounts’ to the Utilities menu. These utilities display possible duplicate locations and billing accounts for inspection and possible merge. Duplicate accounts may have been created in the past because of user failure to locate an existing customer account during call taking or customer search. There was also a data conversion problem that made it likely duplicate customers were being created during the call taking process and a bug in the merge process that sometimes left multiple carbon copies for the same location or billing account. For detailed instructions on using the utility, click here.

What’s New in version 1.4.0.20

· 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.

- 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 1.4.0.16

· Project Estimate now compares estimated to actual figures and allows detail reporting. The Project Estimate report will list the estimated hours, cost, and sales for a project grouped by expense type. You can optionally add grouping by item type (parts, labor, misc) and also by phase. A new feature has been added to compare estimated figures to actual figures for projects in process. If you choose to compare figures, you can also list the associated detail with the actual cost and sales figures.

· 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.

What’s New in version 1.4.0.15

· 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.

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 1.4.0.10

· 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 1.4.0.0

· Project Management and Job Costing—You can now create projects within SuccessWare®21 that will link jobs together as phases. Projects consist of one or more phases (or jobs). With projects you can prepare project estimates, record change-orders and more.

· Withhold and Bill Retainage for both A/P and A/R Invoicing.

· Agreements

- Added an option in Company Setup that allows specific days of the month to be specified for periodic billings. When the Start Billing Date or Next Billing Date is entered for an agreement, the entry is validated as being on one on the valid billing days.

- Added the ability to print invoices for periodic billings in the Agreement Manager.

- Added a filter to the Agreement Manager when viewing periodic invoices for Paid/Unpaid invoices. This filter can be used in combination with the ‘Post All’ and ‘Print All’ actions, for example, to print unpaid invoices only, or post paid invoices only, etc.

· Invoice and Quote Status Indicators—Minor changes have been to the way the Invoice and Quote status indicator is displayed on the A/R Invoice/Quote form.

Fixes made in 1.4.0.x

DATE		MODULE / FORM				DESCRIPTION
RELEASE 1.4.0.82 – 12/27/02
12/27/2002	Payroll		Since version 1.4.0.79, deductions were showing up as negative values in the reconciliation import making the reconciliation out of balance. It would then be necessary to manually fix them before posting the reconciliation.
RELEASE 1.4.0.81 – 12/26/02
12/26/2002	Reports		On some printers, many of the reports, including Calls, Agreements Due For Renewal, and Agreement Billings Due, had the page number in the heading truncated and were not printing the total number of pages in the report.
12/26/2002	Call Center		It was possible to drag and drop a call to another tech after another user had already dispatched the call to the current tech if the drag-drop was done prior to the Call Center reflecting the other users change. This would then cause ‘Timecard updates canceled’ when trying to update times in Call Progress because the assignment would now be for a different employee than the timecard entry. The program will now double check the progress of the assignment before completing the reassignment.
12/24/2002	Pricebook reports		Enabled ‘Standard’ report option.
12/23/2002	Call Center		The Call Center was not properly checking the Timecard Manager user ability when the 'Timecard...' option was selected. If the user did not have Timecard Manager privileges, the option was blocked if a call was selected in the Call Center, but was not if the user right clicked on a blank section of the employee's schedule.
RELEASE 1.4.0.80 – 12/20/02
12/19/2002	Reports		Made a change to prevent the occasional error: 'qryCountCheck: cannot perform this operation on an open dataset'.
12/17/2002	Invoice Manager		When using the right click "Open" option on one of the view indicators (Posted, Next Batch, etc.) the manager was not opening the view selected.
RELEASE 1.4.0.79 – 12/17/02
12/16/2002	A/R Invoice		Additional invoices created for a job were not inheriting the payment terms (due date calculation) from the prior invoice.
12/16/2002	Call Taking		The priority flag on a new job will now be set by default based on the location's priority.
12/13/2002	Piece Rate Assistant		Attempting to use the calendar icon to select a date was resulting in an access violation error.
12/13/2002	Work Order, Job		Changed formatting of the warranty field/menu to read 'labor: mm/dd/yy; parts: mm/dd/yy' instead of 'labor end: mm/dd/yy; parts end: mm/dd/yy' to better accommodate the "job warranty" field.
12/13/2002	Payroll Reconciliation Import		Deductions/Additions were imported as all positive amounts, changing negative entries to positive. Now the import imports these figures as is. Check amounts and company contributions still use the absolute value.
12/13/2002	Accounts Payable 1099 Report		Added TaxID to the default group/sort fields so that the vendor's TaxID prints on the report.
12/11/2002	Call Taking Review Form		Added Phone #.
RELEASE 1.4.0.78 – 12/11/02
12/11/2002	Inventory		Using the Item Value Correction form, it was possible to delete warehouse stock items or change warehouse stock quantities without the proper adjustments being made to financials or the item total quantity. These changes are no longer allowed.
12/11/2002	A/R Invoice		Since version 1.4.0.39, when importing timecard entries to a cost plus invoice, the employees Bill Rate was no longer being used for the unit price.
12/11/2002	Payroll, Employee Wage Source Report		Changed caption on option from 'group by department' to 'include department on wage listings'. The previous caption caused confusion as to what the option was for. The option will list employees by dept/pay item/rate as opposed to pay item/rate.
12/11/2002	G/L Journal Entry		Grid and report is now sorted by journal entry id to ensure ordering by order of entry. Although it could not be duplicated, there were reports that the report did not follow the order of the entry grid and that the entries is the grid would move around as if being sorted.
12/10/2002	Call Center		A user in a group without job/call/assignment create/modify/delete privileges was still able to drag and drop calls in the call center.
12/10/2002	A/R Invoice Item		It was possible under certain circumstances to get information unrelated to the intended job when popping up the Import Requisitioned Parts or Import Timecard Labor screens. This problem was most likely to occur with project invoices where line items somehow did not have a valid phase code assigned.
RELEASE 1.4.0.77 – 12/09/02
12/9/2002	Warehouse Stock Valuation report		Made Warehouse No the default sort/group option for the report, but now this grouping can be removed or changed by the user.
12/7/2002	Purchase Order		Now allows the entry of a line item with zero cost. The message being displayed was already indicating that a cost greater than or equal to zero was OK.
12/7/2002	Sales Tax report		Added filters for Job Class and Job Type to the report interface. Added filter for Tax Code to the report interface. Added an option for Summary only to the report interface.
12/7/2002	Pricebook		Added the ability to sort by group code when printing a pricebook.
12/5/2002	Payroll, Miscellaneous Wages		Deferred hourly miscellaneous wages were not always calculating overtime rates. If the calculated regular base rate was off by a fraction of a penny from the standard base rate, the user was warned and the calculated rate would be used. These figures must now be off by a whole penny before the warning and the rate substitution occurs. The "Retro" indicator was not showing for retro wages in the miscellaneous wage manager.
RELEASE 1.4.0.76 – 12/04/02
12/3/2002	Timecard Report		Previously, deleted timecard status would not show up on reports. Now you can select 'all' and it will show all status in the date range.
12/2/2002	A/R Invoice		When importing timecard entries, the popup selection form was showing a date of 12/30/1899 for the time in and time out entries. When importing timecard entries, the standard labor item was being deleted even if no selection was made. Made the popup checklist form a little wider so that the entire time out column is visible.
12/2/2002	Receipt/Vendor Invoice		When entering a line item for a counted part on a receipt / vendor invoice, a message box was popping up that says 'you must enter a job number or warehouse when tabbing into the job number column. The program will now wait until after you have had a chance to enter one or the other.
RELEASE 1.4.0.75 – 11/29/02
11/29/2002	Call Taking		When entering a new customer and entering credit card information for the new customer, the credit card expiration month and year were being transposed on the new billing account created.
11/29/2002	Check writing		When printing the remittance reports for a batch of checks, any print dialog changes were only being applied to the first remittance printed.
11/29/2002	A/R Invoice - Project Invoices		It was not possible to do an invoice discount using Set Discount on a project invoice. Now when you use Set Discount you will be prompted for a phase for the new line item(s).
11/27/2002	Open Receivables report		(SQL Server only) The report was not printing the billing account notes.
11/27/2002	Call Center		When selecting a call in the browse window, the zip code displayed in the call information panel at the bottom of the call center was not being updated and would still show the zip code from the last selected call.
11/26/2002	Project phases		Added a column that indicates whether or not the job is finalized.
RELEASE 1.4.0.74 – 11/25/02
11/23/2002	Sales Tax Report		(MSSQL Only) It was possible, for some invoices not to show when running the report based on date paid in full.
11/23/2002	Schedule Assistant		When view the schedule assistant on a day (e.g. Sunday), if an employee had the current day off (e.g. Sunday not checked in employee setup), it was possible that the employee would show up has having off for any day viewed in the schedule assistant.
11/22/2002	Service Location List report		When using Job Reference, the last customer printed at the bottom of the page would print again at the top of the next.
11/22/2002	Visits Due By Month report		Since version 1.4.0.72, all customers were not being included when exporting the report to marketing. Only customers in the first subtotal option group were being included.
11/22/2002	Printed checks		The check description (check memo) was only printing for vendor checks when open payables were selected for payment. Now it will also print for miscellaneous checks and unapplied vendor checks.
11/22/2002	Printed Work Orders		Added an option whether or not to print a separate copy for each assigned tech when multiple techs are assign to a call. Previously it would automatically print separate copies.
11/22/2002	General		Improper configuration of the Start In folder on SuccessWare shortcuts can cause 'Share violation' errors. Since this error can result in database corruption, SuccessWare will now terminate when this error is detected. In order to avoid this error, each user's SuccessWare shortcut must specify a unique folder on the user's local hard drive. If users are logged in via a terminal server, they must each have a unique Start In folder on the terminal server host.
RELEASE 1.4.0.73 – 11/21/02
11/21/2002	Pricebook		(SQL Server only) When using the margin matrix for parts or misc in pricing setup, recalculating prices would fail with the message 'Unable to updated Prices. Please ensure that a pricebook lock is not in place, if not, check the pricing setup.'
11/19/2002	General		Fixed a cause of possible access violation errors that could occur when a reference book would incorrectly pop up for a form that had already been closed and released.
RELEASE 1.4.0.72 – 11/18/02
11/18/2002	Agreement reports		Added the ability to sort by agreement number to the agreement reports that did not already have the option.
11/15/2002	Reports - export to marketing		Added a progress bar display with a cancel button.
11/15/2002	Marketing List Manager		When attempting to open a marketing list already open by another user, the error 'Cannot perform this operation on a closed dataset' would occur after the normal 'Could not open list' message.
11/15/2002	General		In a multi-company situation, if all of the users had been deactivated in one of the companies, attempting to switch to the deactivated company using the popup menu on the 'Key button' would fail as expected because the current username and password is not valid for the switch. However the user was then given master account privileges for the remainder of the SuccessWare session.
11/14/2002	Location Detail, Billing Account Detail		Modified the caption for the name field to indicate that first name is entered first, then the last name.
RELEASE 1.4.0.71 – 11/14/02
11/14/2002	Agreement Anniversary report		The report was not showing agreements unless the agreement end date was a full year after the start or anniversary date. This restriction has been relaxed. It now just makes sure that the agreement is not expiring in the selected report month.
11/14/2002	Payroll Wage Source report – Local Tax Withholding option		The report would fail with the error 'Could not open dataset'. The employee name was not printing unless it had been entered completely with last name, first name, and middle initial. When grouping by employee only, the column heading was not printing.
11/14/2002	Payroll Reconciliation Posting		Since version 1.4.0.63, if a reconciliation item was set up both as a deduction and an employer expense, the employer expense was not posting to General Ledger. If you are using payroll and posted any reconciliations with version 1.4.0.63 through 1.4.0.70, adjusting and re-posting these reconciliations will correct the problem.
RELEASE 1.4.0.70 – 11/11/02
11/11/2002	Payroll Misc Wages / Commissions		When entering commissions the comment field is now available whether or not the user has full miscellaneous wage ability. When entering commissions, the employee's hourly rate was briefly visible, if the user had full miscellaneous wage ability. This was not necessary and is now hidden when entering commissions.
11/8/2002	Payables Manager		Added columns for Receipt Posted and Receipt Adjusting to the Unposted Invoices view of the manager.
11/8/2002	Invoice Manager		The 'Flag Pre-GL Invoices as Posted' action would be available (visible) if there were unposted invoices on the activation date. Now it is only if they are prior to the activation date.
11/8/2002	General		In the Payables Manager and Check Form, when searching for vendor by name and the name includes a quote character (e.g. O'Brien), an error such as ') expected, B found' or 'Filter expression incorrectly terminated' would occur. These problems could have been occurring other places in the software.
11/8/2002	Payables Manager, Purchasing Manager, Agreement Manager, Employee Manager, Project Manager		Fixed a possible cause of access violation errors.
11/8/2002	Sales Analysis Report		When analyzing billing account id, the report was grouping by location as well. This resulted in multiple lines per billing account when the account had invoices from more that one location.
RELEASE 1.4.0.69 – 11/07/02
11/7/2002	A/R Statements		The statement for a billing account would take a very long time to print when the account had many invoices and payments.
11/7/2002	General		Modified database driver configuration parameters that should result in improved performance, particularly for those companies with larger databases. (MS Access only)
RELEASE 1.4.0.68 – 11/05/02
11/5/2002	Agreement Profitability report		Cost amounts associated with visit transactions were being doubled.
11/5/2002	Call Progress		Fixed cause of occasional access violation errors. The error would typically occur after adding a new employee in call progress, then re-opening call progress for the same job and making additional entries.
RELEASE 1.4.0.67 – 11/04/02
11/4/2002	Printed Work Orders		Since version 1.4.0.61, the payment method was sometimes not printing on the work order. This would occur when the customer's payment terms code was empty.
11/4/2002	General		It was possible to click on column titles in a grid while the grid was in edit mode causing the current edit to be canceled. Now the grid sort is disabled until the current row is saved.
RELEASE 1.4.0.66 – 11/02/02
11/1/2002	Assignments report		Added the job contact to the report.
11/1/2002	A/R Invoice and Sales Quotes, Project Management		The phase type value was not showing in the phase type edit field on the cost plus screen. When selecting the phase type in the cost plus screen, only the visible detail (part, labor, or misc) was being associated with the selected phase.
10/31/2002	Utilities		Added a utility to update phone numbers when there is an area code change.
10/30/2002	Reset G/L Utility		The utility was not updating the P/R activation date which would cause an error message to be generated when attempting to make any changes to the Company Setup information.
RELEASE 1.4.0.65 – 10/29/02
10/29/2002	Call Center		Since 1.4.0.64 addresses, instead of customer names, were being displayed in call captions in the graphical view. (Note: The ability to select whether to view customer names or addresses in the call captions will be available in a future version of SuccessWare21®.)
10/29/2002	ClientRx		Last Event Date was not being updated. It would always reflect the last event date at the time the workstation was first added to the report.
10/29/2002	A/R Invoice, Cost Plus		When validating item number entry, if the item is a task and has multiple price levels, after selecting a price level the system would lock up.
10/29/2002	Project		The system would allow creation of jobs for phases when the project was in estimate mode. This should have been allowed. The project's progress must indicate 'sold' before creation of jobs will be allowed.
10/29/2002	Project Estimate Report		Some timecard entries made directly from the timecard were not receiving an expense type and this may have been causing labor cost detail to show up under strange expense type headings.
10/29/2002	Cash Box Transaction Review		The images displayed for transaction have been extended. Piggy banks are still used for receipts that have been deposited. A black/white money bag is used for cash consolidation transactions. The actual withdrawals for deposit are indicated by a colored money bag.
10/29/2002	A/R Invoice / Sales Quote		Added the selection field for phase on the cost entry screen of the invoice. This is only applicable to project invoices/quotes.
10/29/2002	Project Estimate Report		Some actual cost detail entries may not have been showing up for actual sales and actual cost. This only occurred for separate yet identical transactions.
RELEASE 1.4.0.64 – 10/28/02
10/28/2002	Call Center		Since 1.4.0.63 customer names were not being displayed in call captions in the graphical view.
10/25/2002	Customer Search		It was possible for the scrolling of the grid in customer search to sometime behave erratically.
10/25/2002	Project Estimate		For quoted estimates, sale amounts for parts labor and misc were using unit price on quote line items and may not have reflected the line item quantity.
10/25/2002	Call Taking		Once a call was placed on hold, it was possible for two users to pick up the call. Depending upon what the two users did with the call, it was possible to end up with a call on hold even though the call was posted or aborted. New billing accounts were being created with a rating of 0 instead of blank. When pressing ESC a previous call that was placed on hold is automatically selected for editing. If the previous call is the call currently displayed, the user will be prompted whether to take the call or not. If it is not taken, the option to close the form will be displayed. Previously the form could not be closed with the ESC key after placing a call on hold. It would repeatedly edit the call, and then prompt for Post, Hold, or Abort.
10/25/2002	Notepad		Scrollbars would unnecessarily show and the labels at the top and/or bottom of the window would disappear when the notepad window was resized below a certain size.
10/25/2002	Agreement Manager		The RNP, RNA, and RNF (Pending renewals, Accepted renewals, and Failed renewals) filters were not working properly.
10/25/2002	Calls report		Added the job contact name to the report.
RELEASE 1.4.0.63 – 10/24/02
10/23/2002	Equipment History		When right clicking, if the location had more than one piece of equipment with the same equipment type, the error 'Component already exists' would occur. Added a report option to print the information in the grid.
10/23/2002	Register Account Setup		Sometimes a register account could not be deactivated even after clearing all open items and reconciling to a zero balance. This problem was more likely to occur when using an SQL Server database.
10/22/2002	Billing Account / Location		When adding a new billing account, if a carbon copy location was created, then the location opened and modified, the automatic update of the carbon copy billing account would fail with a "lock" message. A carbon copy account now cannot be created until after all required information is filled in.
10/21/2002	Payroll Wage Source Report		Check date was not printing. Since version 1.4.0.48, for some employees, the check information - date, number, and amount - would not print.
10/21/2002	Customer History		Customer History was showing 'Not Invoiced' for project jobs. Since there is no direct job/invoice relationship, the message has been changed to 'Project Job'.
10/18/2002	Payroll		When attempting to post a negative deduction or company liability amount during reconciliation, posting would fail with 'Debits not equal credits' message.
RELEASE 1.4.0.62 – 10/15/02
10/14/2002	General		Correct several instances where double clicking the Save or Post button could result in messages such as 'qry: dataset not in edit or insert mode'.
10/11/2002	Billing Account List		The company name for the location was not being included (With Service Locations option).
10/8/2002	Inventory		Sometimes when inventory transaction posting would fail (adjustment, transfer, requisition, or return), the program would lock up after displaying the failure message.
10/7/2002	Price Book Report		Added option to suppress columns in the SFP and Standard2 formats. When this option is used, the report will only show the 'Our Price' column
RELEASE 1.4.0.61 – 10/07/02
10/5/2002	Work In Progress report		Added final totals to the report.
10/5/2002	Customer History		When archived history for a customer is initially opened, the item with the most recent date is now focused instead of the oldest item.
10/5/2002	Pricebook		Updating prices for a category would fail after editing the pricing formulas if the pricing formulas had been set up with no national labor rate. This was causing a divide by zero problem in the program. The message would say 'Unable to update prices. Please ensure that a pricebook lock is not in place...'.
10/5/2002	Project/Project Phases		It was possible to delete a project phase for which a job had been created. Then with the phases deleted, the project could also be deleted, leaving the job remaining with no linked project. This was causing problems with being able to edit/cancel the job.
10/4/2002	Reports		In most reports the lookup for Job Type or Call Type would only show a list filtered by job class. This would have been the list created during entry of a job in the job form or call taking form. Reports will now always show the complete list of job types.
10/4/2002	ClientRx		When there was more than one page of workstations, the report would not print. It would generate an infinite number of pages.
10/4/2002	Agreement		If Windows Display Properties was set up to use large fonts, the last character of the date fields would be cut off. Changed 'Start Date' to 'Bill Start Date' in the billing information section of the agreement in order to avoid confusion with the agreement start date.
10/4/2002	Warranty Reserve Analysis report		The warranty end date range was not working properly. It would sometimes include warranties that had end dates outside of the range.
10/4/2002	Printed Work Orders		Added Payment Terms.
10/4/2002	Project		The project cost/sales summary at the bottom of the phases page of the project form was frequently showing bogus change order estimated cost and sale information.
10/4/2002	Pricebook		Updating prices would fail if the pricing formulas for a category had been set up with a parts, labor, or miscellaneous gross margin of 100%. This was causing a divide by zero problem in the program. The message would say 'Unable to update prices. Please ensure that a pricebook lock is not in place. if not, check the pricing setup.'
10/3/2002	Agreement List Report		Added option to show Agreement Comments
10/3/2002	Utilities		Three utilities: Update Tax Codes, Find/Merge Locations, and Find/Merge Billing Accounts were not respecting the appropriate user ability settings -- Administrative Tasks and Maintenance Tasks on the Setup page of User Groups.
10/1/2002	Vendor Invoice		When adding a new vendor invoice, there were two field labels, 'LItemRetain' and 'LInvoiceRetain', that were inadvertantly being displayed until a line item was entered.
9/26/2002	Billing Account List, Service Location List		These reports, when an account had more than a page of associated locations (Billing Account List), the wrong name and address would display for the billing account when scrolling backwards through pages of the report.
9/26/2002	Trial Balance report		Under some circumstances, the Trial Balance report was showing other accounts other than those that matched the G/L Acct filter entered.
9/26/2002	A/R Invoice		Several actions were allowed for voided invoices that should not have been, including Select Visits, New Agreement, and Charge Agreement/Warranty/Receivables.
9/26/2002	Call Center		If the date format for your Windows regional setting was 'dd/mm/yyyy' instead of 'mm/dd/yyyy' (Canada) the error 'not a valid date' would occur when trying to open the call calendar.
RELEASE 1.4.0.60 – 09/26/02
9/26/2002	Agreement		Fixed the cause of an occasional Access Violation error when attempting to open the Visit Load (CTRL+L) form.
9/24/2002	Agreement		Under rare circumstances, it was possible that a new agreement could not be added for a customer, if there was something wrong with the customer's current agreement that could not be corrected.
9/24/2002	Pricebook		The 'Adjust Parts Cost' option was not working when attempting to update a single category of items.
RELEASE 1.4.0.59 – 09/20/02
9/20/2002	Account Register		Fixed the spelling of the word 'opening'. In several places it said 'openning'.
9/19/2002	Equipment List, Equipment Comparison reports		Some of the information - customer name, address, phone number, and equipment age - was not always correct for the customer at the top of the new page.
9/18/2002	Project Management		Opening projects from the project manager was still taking a considerable amount of time.
RELEASE 1.4.0.58 – 09/17/02
9/17/2002	Payroll Misc Wages		If the default hourly rate was modified on an hourly miscellaneous wage entry, the actual rate and amount earned on the miscellaneous wage would show basedupon the default hourly rate, and would not match the wage summary. The wage summary was correct and the employee would be paid correctly, but the Misc Wage Manager and Wage Source Report would show the incorrect amount earned.
9/16/2002	Inventory Physical Count Adjustment report		Added a column for the physical count. The column will print an underline until a quantity is entered for the line item. Added Physical Qty and Adjust Qty to the sorting options.
RELEASE 1.4.0.57 – 09/16/02
9/13/2002	G/L Starting Balances		Since version 1.4.0.51, the date and reference number fields were hidden by the period status display. Since they were hidden they also could not be modified, if necessary.
RELEASE 1.4.0.56 – 09/11/02
9/10/2002	Payroll Setup		There were two tabs numbered "6" on the form. Changed the last one to "7".
9/10/2002	Inventory Physical Count		Added the ability to sort the physical count report by item number, description, bin, or quantity on hand.
9/10/2002	Inventory Physical Count		(Abraham/ASD bar coding only) The first time an imported, barcode scanned physical count was first opened, the adjustment quantities were incorrect. It was necessary to close the adjustment and reopen it in order to get the correct quantities. Now they will calculate correctly the first time.
9/9/2002	Main SW Toolbar		The Customize option of the toolbar would allow selection of Project Management when Project Management had not been activated. This also caused a display problem in the toolbar where the Minimize and Close buttons were not properly right justified.
9/9/2002	Payroll		Modified the message displayed when attempting to open the Payroll Manager before Payroll Setup is complete. It was not clear whether the previous message referred to activating the payroll module in setup, or getting an activation code for payroll.
9/6/2002	Employee Setup		Removed a control (ComboBox1) from the screen that was inadvertently placed there during development and was not being used.
9/5/2002	Call Taking - Location Search, Customer Search, Billing Account Search		Added a column for Address Line 2 to help in customer identification and selection.
9/5/2002	Call Taking		When a call was placed on hold, and there was no last name for the location, just a company name, the menu of calls on hold was not showing a name. Now if there is a company name, that will show, otherwise the last name will show.
9/5/2002	Account Register report		Added an option to sort/group by check number.
9/5/2002	General		The database update for version 1.4.0.46 was not always working properly when it was being run from during the version update process when all company databases - regular, tutorial, etc. - were being updating after installing an update. This was not causing any problems, however, because the database update would still occur when logging into the individual companies.
9/5/2002	Payroll		(SQL Server only) There was a rounding problem when an employee had a negative miscellaneous wage. The wage summary would be off by a penny.
RELEASE 1.4.0.55 – 09/03/02
9/3/2002	Database Update		Updates to this or subsequent version will require that version 132.10 already be installed and that database update has been run.
RELEASE 1.4.0.54 – 09/03/02
9/3/2002		Work In Process report			Significantly improved the speed of the 'Update project cost' option of the report.
9/3/2002		Payroll Wage Source Report			(MSSQL only) When previewing/pringing report, occasionally the error "cdsAllDetail: Type mismatch for fiel 'TimeIn'..." would be reported.
9/3/2002		Payroll Reconciliation			(MSSQL only) It was possible to receive the error "...Cannot insert null into column 'PremUseEmpSetupRate'..." preventing the addition of extra checks.
8/30/2002		Payroll Reconciliation Import			A previous change (version 1.4.0.40) moved the import filter setup files to the company folder so filters could be setup separately for each company. The import process was still using the files in the original location resulting in the message ‘Row filter not found in filter setup. Import cannot proceed’.
RELEASE 1.4.0.53 – 08/29/02
8/29/2002		Purchasing Manger, Vendor Part View			(SQL Only) The manager would not allow new entries to this page. It would give the error "field 'IsPrimary' cannot be null".
8/29/2002		Work In Process Report			Significantly improved the speed of the report.
8/29/2002		Timecard Entry, Misc Wages			Boolean fields were not initialized/included in timecard entries or miscwages. This was only an issue for old pumped databases. The Database updates handled this by setting a default value on the boolean fields.
8/29/2002		Database Updates			The requirement of 132.02 was being enforced on new installs even after 132.02.
RELEASE 1.4.0.52 – 08/28/02
8/27/2002		Installation/Update			Version 1.4.0 will not install properly when the current installed version was prior to 1.3.2.02. There is now an extra check when SuccessWare is first started that doubles checks the prior installed version. If the prior version is not recent enough the application will issue an appropriate message and stop. It will then be necessary to install a 1.3.2 update before attempting to install 1.4.0.
RELEASE 1.4.0.51 – 08/23/02
8/22/2002		Payroll Manager			Changed confusing labels on period total fields: changed Earnings to Reconciled Earnings, and Expected Earnings to Total Earnings, in order to better reflect their meaning.
8/22/2002		Payroll Period Summary report			Changed confusing labels on report total fields: changed TotalEarnings to ReconciledEarnings, and ExpectedEarnings to TotalEarnings, in order to better reflect their meaning.
8/20/2002		Journal Entry			Added a display of the period status when making journal entries.
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.
8/19/2002		Pay Bills			When posting vendor checks, if a vendor was locked, the program would generate other errors such as 'Field AP_VendorID not found' and 'qryPay: dataset not in edit or insert mode'. Now the program recovers more gracefully, stays in the print queue with the un-posted check displayed, so that the user can investigate and correct the record lock situation, and return to the check queue and repost the check.
8/20/2002		Project Management - Work on Progress report			For projects with long project numbers, the project number and description fields were overlapping.
8/19/2002		Project Estimates/Quotes			When a new project quote was added the list of quotes was not refreshing to include the new quote.
8/16/2002		Open Payables report			Added group and final totals for Discount Available.
RELEASE 1.4.0.50 – 08/16/02
8/16/2002		Payroll			Made several modifications to speed up the period preparation process. Note that period preparation will be somewhat slower when the 'Assisted Local Payroll Tax Withholding' option of Payroll Setup is enabled.
8/15/2002		Payroll Wage Source Report			Report totals were printing at the bottom of each page instead of just at the end of the report. Report Total Hours was not printing when the total was more that 1000 hours. When printing multiple employees and printing each employee on a separate page, the report totals will now print on a separate final page, as well.
8/14/2002		Agreement Renewal Notices			The notices were printing the old agreement type rather than the new agreement type for the renewal.
8/14/2002		Account Register Account Setup			The label on the check box for 'Default Receipts Account' or 'Default Checking Account' was not changing to reflect the correct meaning of the field when the account was changed between Account Type: Bank and Cash Box.
RELEASE 1.4.0.49 – 08/13/02
8/13/2002		Project Management			Some of the project totals were not correct on the Work in Progress report. Est Cost to Complete was always showing zero, and several of the amounts were showing report totals instead of project totals.
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.
8/12/2002		Vendor Invoice			When attempting to post a vendor invoice and there was a lock preventing the posting, the program would then generate an access violation error. The access violation error will no longer occur.
RELEASE 1.4.0.48 – 08/12/02
8/12/2002		User Groups, A/R Invoice			Added user abilities for entering cost on invoices. There are separate abilities for entering parts cost, labor cost, and miscellaneous cost. These can be used, for example, to allow one user to enter the invoice sale and verify parts, but not be able to enter labor cost and see technician's pay rates.
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.
8/9/2002		Project Phases			The lookup button (...) in the grid for adding and editing project phases was not working for phase type.
8/9/2002		Project Management, A/R Invoice			New agreement and visits line items on a project invoice were not getting assigned to a project phase, which would prevent the invoice from posting. The user is now prompted to select a project phase when entering these types of line items.
8/9/2002		Wage Source report			The report was skipping employees (salaried) that had no timecard entries or miscellaneous wage entries for the period(s) selected.
8/8/2002		Agreement Manager			Added the location's phone number to the grid (and grid report).
8/8/2002		Customer History form			When a job was selected, the information panel in the center of the screen showed a Progress field. This is the call progress, not the job progress, and is now labeled Call Progress.
8/8/2002		Balance Sheet report			When automatically expanding subaccount detail, non-subaccounted accounts the Assets side of the report were showing an additional line with the account amount which should not have been there.
8/8/2002		Account Register - Opening balance mode			When the amount on an opening balance item was edited, the running account balance was not being recalculated. An opening balance check could not be edited. It would always report 'Duplicate check number' unless the check number was changed to a different number. Corrected the spelling of 'opening' in the pop up menus.
8/7/2002		Notes form (F11)			Made Lead Notes the default page when the Notes form opens for a sales job, since Lead Notes are the primary notes that should be entered for sales jobs.
RELEASE 1.4.0.47 – 08/07/02
8/7/2002		Sales Invoices report			The speed of this report has been significantly improved.
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 1.4.0.46 – 08/05/02
8/5/2002		Utilities			ClientRx will no longer throw errors when running prior to running SuccessWare for the first time. It will give a message informing the user that SW must be run first. The Workstation list was still being gathered from MS Access alias (SW_Utility) when IsSQL was selected.
8/3/2002		Job form			The lookup button for Prime Emp was not visible. Fixed it.
8/3/2002		General			Occasionally the error 'Unknown alias: SW21Data' would occur when logging into SuccessWare. When this happened the ODBC alias 'SW21_Access' would have to be manually added to the ODBC Administrator before running SuccessWare. This should no longer happen - SuccessWare will now correct the situation during the login process.
8/3/2002		Invoice Item Detail report			The report heading was not aligned in the center of the page.
8/2/2002		Project Manager			Added columns for the Sold, Finalized, and Canceled flags. Added a view for All projects.
7/30/2002		General			In order to update to versions 1.4.0 (Build 46) or greater, you must already be on at least 1.3.1 (Build 01).
7/30/2002		Customer History			Modified to show lead notes when the selected job is a sales job.
7/30/2002		Employee Period Summary report			When running the report for a range of payroll periods (more than one period), the report would fail with a system error and shut down the program.
7/29/2002		Sales Invoices and Sales Invoice Items reports			Added two decimals of precision to the gross margin calculations. Made the invoice number and job number columns wider. They were truncating at 6 or 7 characters.
7/29/2002		Billing Customer List report			Added a filter to allow printing the report for a single salesperson.
RELEASE 1.4.0.44 – 07/26/02
7/26/2002		Project Manager			Added billing account Company, Last, and First Name columns. Added project no as a default sort order.
RELEASE 1.4.0.43 – 07/25/02
7/25/2002		Timecard			When entering a job related timecard entry for a second tech on a particular date for the job, posting would cancel with 'Due to call progress, assignment could not be added', since the entry for the first tech would have 'completed' the call. Now the user will be prompted with the message 'Call has been completed. Do you still wish to add the employee?'.
7/25/2002		Project Estimates			Locking of a quoted estimate would report that there are unlocked quotes when any quotes for the estimate had been voided.
7/25/2002		Email Paging Configuration			Added Port Number to the configuration parameters for email paging. Some email servers operate on a non-standard TCP/IP port.
7/24/2002		Agreement Manager			When trying to print invoices from the Periodic Invoices view, the error 'Field PrintBatch not found' would occur.
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		Phone Call report			The report was only printing Last Name and Address1. Added Company Name, First Name, Address2, City, State, and Zip.
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 1.4.0.28, 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.
7/24/2002		Billing Account Search			Added first name column to help distinguish customers with the same last name.
7/24/2002		Customer Search			Phone number column was not wide enough to display the full phone number when area code was included with the number.
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.
RELEASE 1.4.0.42 – 07/22/02
7/19/2002		Timecard Entry			In the case where a new call needed to be created for a timecard entry with a job number, the entry would not post.
RELEASE 1.4.0.41 – 07/18/02
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.
7/16/2002		Phase Type Reference Book			It may have been possible to create phase types with invalid job types.
7/16/2002		Project Management			When opening projects, the project cost summary does not load automatically. This had improved the speed at which projects will open. Just click on the summary to reload/refresh. It was possible to enter phases on a project with invalid phase types. It was possible to change the project number of a project without changing the job number of existing jobs.
7/16/2002		Pricebook			(SQL Server only) Since version 1.4.0.39, recalculating task prices would fail when the pricing setup for the category was set to use the margin matrix for parts or miscellaneous price markups.
RELEASE 1.4.0.40 – 07/15/02
7/15/2002		Project Management			Printed project quotes were incorrectly being printed in the 'invoice' format.
7/15/2002		A/R Invoice			Since version 1.4.0.16, 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.
7/15/2002		Job/Invoice			Since version 1.4.0.39, invoice memos (work done and work suggested) were not saving.
7/15/2002		Accounts Receivable, Account Register			The Credit Card Number field has been increased from 20 to 22 characters to accommodate bank routing number and bank account number for bank drafts.
7/12/2002		Timecard Entries			You can now specify 'Job Number' when make entries on the time card. You cannot change the status or job number when editing job related entries.
7/12/2002		Timecard Status Refbook			You can no longer change the codes 'Dispatched' or 'Onsite', nor can you delete them. These codes are required for job related timecard entries.
7/12/2002		Posting Checks			(MSSQL Only) When posting checks, it was possible for the system to freeze if credits were selected upon opening the check. A previous fix handled debits but not credits on a check.
7/12/2002		Invoice List report			Non-job related invoices (agreement periodic billings) were not showing on the report.
RELEASE 1.4.0.39 – 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.
7/9/02		A/R Invoice			Pay base can now be entered as necessary for any item type, not just tasks.
7/9/02		A/R Invoice			When entering detail items on a Cost Plus invoice, the standard price of the item is now used as a default. When a tax-included task is used on a cost plus invoice, the tax included amount is now recalculated based on the price of detail items added, modified, or deleted. When a task is used on a cost plus invoice, standard part, labor, and misc items are created when necessary for part, labor, and misc sale amounts based on the task price breakdown.
7/9/02		Pricebook			When calculating task prices and using the Margin Matrix, the matrix is now applied to each detail item on the task, then totaled, rather than applying the matrix to the total item cost. Added an option to task pricing that allows prices to be rounded up to the next even dollar amount. Added extra precision to the Margin column in the Margin Matrix, so that exact price calculations can be made based upon the desired Multiplier entered into the matrix.
7/9/02		Sales Invoices and Sales Invoices Items report			The option for Part/Labor/Misc breakdown now includes a breakdown of the sale amounts, as well as costs.
7/9/02		Payment Terms/Vendor Invoice			The configuration of payment terms for discount date calculation now has the same options as the due date. Discount date can now also be calculated based upon a certain day of the month, rather than just based upon number of days.
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.
7/8/2002		Job, A/R Invoice			It was possible to stomp on information for a posted invoice, including the fact that it was posted, if one user edited Job Summary (e.g. happy checks) at the same time another user was posting the invoice. This will no longer occur.
7/8/2002		Project Billing			When creating invoices for project billings, the salesperson and payment terms were not being set on the invoice.
7/8/2002		Payroll			New feature: Assisted Local Payroll Tax Withholding. Deferred Wages report would occasionally give an error. Hourly Miscellaneous Wages that were earned in a prior pay period, were not calculating premium rates when prepared.
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.
7/6/2002		Project Estimates report		Some of the headings were printing all black - the text was not visible.
7/6/2002		Project Estimates		When entering project estimates, the Category entry was not being properly validated as a valid expense type.
7/6/2002		Project Billing		Re-worded the captions for the menu options relating to opening and creating invoices to better reflect what they actually do.
7/6/2002		Project Setup		Sometimes a message would display saying 'Foreman is a required entry', but you could still save the project without a foreman. This message will no longer display.
7/6/2002		Project Management		A project can no longer be deleted unless the phases are deleted first.
RELEASE 1.4.0.38 – 06/28/02
6/28/2002		Vendor Invoice		(SQL Server only) The line item on a vendor invoice that was created from a recurring invoice template could not be modified. When trying to save the change, the error 'Invalid parameter' would occur.
6/28/2002		Customer notes		Since version 1.4.0.35, 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.
6/28/2002		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'.
RELEASE 1.4.0.37 – 06/27/02
6/27/2002		Invoice Item Detail report (new report)		Added a new report based on invoice item cost detail. The report can includes parts, labor, and miscellaneous cost items, but is particularly useful for determining parts usage by employee or item number as long as invoice cost is being entered.
6/26/2002		Work Order report		Equipment info was duplicated when there was more than one warranty for a piece of equipment. Added a grouping and repositioned some fields.
RELEASE 1.4.0.36 – 06/25/02
6/25/2002		Vendor Invoice		Made the warehouse number visible for line items on the vendor invoice. This field can also be modified on the vendor invoice if there was no receipt posted for the invoice.
RELEASE 1.4.0.35 – 06/24/02
6/24/2002		Agreement List report		The report was only printing the customer's street address. Added City, State, and Zip.
6/24/2002		Agreement		There were fields on the Agreement Status form that were intended for future use - removed them.
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.
6/21/02		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.
6/19/2002		Account Register Deposit Summary report		Modified the report to show the user entered comment for miscellaneous cash receipts.
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.
RELEASE 1.4.0.34 – 06/14/02
6/7/2002		Sales Analysis Report		Fixed the Taken By End date (wasn't working), and added a Customer Start Date range (Location.AddDate)
6/14/2002		Payroll Export		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.
RELEASE 1.4.0.33 – 06/07/02
6/7/2002		Posting Checks		(SQL Only) It was possible for the posting of vendor checks to hang up occasionally.
6/6/2002		Utilities		Added ‘Find and Merge Locations’ and ‘Find and Merge Billing Accounts’ to the Utilities menu. These utilities display possible duplicate locations and billing accounts for inspection and possible merge. Duplicate accounts may have been created because of user failure to locate an existing customer account during call taking or customer search. There was also a data conversion problem that made it likely duplicate customers were being created during the call taking process and a bug in the merge process that sometimes left multiple carbon copies for the same location or billing account. Added 'carbon copy' account information to the item detail boxes when inspecting and merging locations and billing accounts. Added information and warning dialogs regarding carbon copy information when merging locations and billing accounts. Fixed a bug in the location and billing account merge process that was creating multiple carbon copies for the same location or billing account.
RELEASE 1.4.0.32 – 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 type 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 1.4.0.31 – 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		Invoice List report		The Invoice List report was not including project invoices
5/22/2002		Sales Analysis report		The report was not picking up the Lead Source for project invoices. The amount was showing under '<none>'.
5/22/2002		Job/Call reports		Several of the reports were not showing the entire job/phase number (XXXXXX-XX) for project jobs.
5/22/2002		Printed Work Orders		Since version 1.4.0.16, 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.
5/21/2002		Reference Books		Since 1.4.0.16, books with multiple matching entries, such as zip codes, would not pop up when multiple matches were found. Now the multiple entries will once again pop up for selection.
RELEASE 1.4.0.30– 05/21/02
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'.
5/20/2002		Job Summary		Invoice memo fields 'work done' and 'work suggested' were visible and enabled for project jobs/phases. These fields belong to the invoice, and invoices are not directly related to individual project jobs/phases. These fields are no longer available from the Job Summary for project jobs/phases.
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 1.4.0.19, 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		Project Estimates, Change Orders		When entering cost detail, lower case p, l, and m were allowed. This caused the project estimate to print detail with blank item type headers. Now all item types are forced to uppercase.
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 1.4.0.12, 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 1.4.0.29– 05/15/02
5/15/2002		Call Center		Added a secondary sort order to the Visit Manager grid that will assure that the visits remain in the same order after a Call Center refresh. When a visit is dropped on the schedule on top of another call, a 'Location mismatch' message would be displayed and the operation aborted. Now if the location ID's do not match, the user is informed of this and asked whether a new call should be created. The vertical view of the Call Center was not always refreshing After scheduling a visit from the Visit Manager grid.
5/15/2002		Call Taking		(SQL Server only) Since version 1.4.0.23, phone calls could not be posted from Call Taking. It would result in 'Post phone call failed' message.
RELEASE 1.4.0.28– 05/14/02
5/13/2002		A/R Invoice		When attempting to cost project invoices: -Timecard labor for phases of the project would not show up for import. -Parts purchased/requisitioned for the project phase would not show up for import. -When attempting to open the Job Tag Manager, the following error would occur: 'Job number not found. Cannot process tags. [id=-1]', and the Job Tag Manager would not open.
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.
RELEASE 1.4.0.27– 05/10/02
5/10/2002		Job Type Reference Book, Job Form		When entering/editing jobs, changing job type maps in the number of man hours required. Since version 1.4.0.25, this mapping may have been incorrect.
5/10/2002		Reference Books		When adding a new code and a duplicate was entered, the item being entered will now remain focused and in edit mode for correction.
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 1.4.0.23, 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.
RELEASE 1.4.0.26– 05/08/02
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		Recurring Vendor Invoices		(SQL Server only) Invoices for recurring payables could not be created. Clicking the Create Next button would act as if nothing was happening.
5/7/2002		A/P Transactions report		Added Discount Taken to the subreport showing Allocation Detail.
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.
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.
RELEASE 1.4.0.25– 05/07/02
5/7/2002		Reference Books		Sometimes after attempting to insert an item into a reference book and a duplicate code was detected, a different item would be focused and in edit mode, making it impossible to correct the real duplicate.
5/6/2002		Phase Type Reference Book		Changed the book to store phase types only, but still reference existing job types. The Job Type book no longer includes a phase type code. The book now consists of a phase code and a JobClass/JobType reference.
5/5/2002		Project Form		The 'prepare by' column in the billing page has been changed to 'prepare date'. When selecting a general billing account on the billing page, the message 'address2 not found' would be displayed and the general account would not be set on the project.
5/3/2002		Payables Manager		Sometimes the accounts payable reconciliation would erroneously report zero for source balance.
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.
RELEASE 1.4.0.24– 05/02/02
5/2/2002		Calls, Assignments, Location History reports		These reports were omitting calls for project related jobs.
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 1.4.0.23– 05/01/02
5/1/2002		Job Summary		Since version 1.4.0.16, 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		Work Orders		When printing work orders for project related jobs, the printed/previewed report would be blank showing zero pages.
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 1.4.0.22– 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.
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 1.4.0.21– 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		Job Form		The job type and job class speed buttons were disabled when entering ordinary (non-project) jobs.
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 1.4.0.16, 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 1.4.0.20– 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 1.4.0.16, 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 1.4.0.16, 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 1.4.0.19– 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 1.4.0.18– 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 1.4.0.16, 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 1.4.0.17– 04/11/02
4/10/2002		A/R, A/P, Pending Payable Reconciliation		Corrected the spelling of 'discrepancy'.
4/10/2002		Job Tag Manager		Since 1.4.0.16, posting inventory transactions might result in the message ‘GL_Account not in refbook’.
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 1.4.0.16, completing a previously dispatched/onsite call would possibly result in the message "posting canceled [C]'.
4/10/2002		Call Center		Since 1.4.0.16, 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 1.4.0.16– 04/09/02
4/6/2002		Reference Book Lookups		Previously, if a book contained the codes "12,123,1234" and you entered the code "12" and tabbed, the reference book would popup listing the three codes asking you which code you wanted. Now, exact matches are accepted. Entering "1" would still result in the book popping up with the three codes listed, but entering "12" would accept the code "12" due to the fact that there is an exact match. This corrects the problem of reference books popping up occasionally when not wanted.
4/6/2002		Project Invoice		Selecting 'new invoice' from the project invoice popup menu (invoice number dropdown menu) would result in an access violation error.
4/6/2002		Work In Progress Report		When the percentage of completion is overridden for a phase, the Total Estimated Cost was not being adjusted. Now it is and the original estimate figures print above the new adjusted figures.
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		Work In Progress Report		If the percentage of completion was overridden, the original estimate figures were not being shown, as they should have.
4/4/2002		Percentage of Completion Spreadsheet		The reset options have been expanded Previously there was a bug when selecting the reset option.
4/4/2002		Project Estimate, Timecard, Call Progress, Payroll Review, Project Estimate Report		Timecard entries did not always receive the expense type until payroll was prepared. Now, expense type, overtime rate, and premium rate are set upon entry. This is so figures will show up properly on the project estimate. Expense type is also set on Misc Wages upon entry for the report. Inventory Returns were not setting expense types on line items. This field on returns is only used in the project estimate report. GL Mapping was appropriate.
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.
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 1.4.0.12, 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 1.4.0.12, sometimes the modification of certain setup information would result in 'Update failed' error.
3/28/2002		Employee Setup		Since version 1.4.0.12, 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		Project Estimate Report		Now allows comparison to actual figures and a print detail option for parts, labor, and misc cost / sales.
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.
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 1.4.0.15– 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 1.4.0.14– 03/21/02
3/20/2002		Payroll		Since version 1.4.0.12, the reconciliation import was importing deductions as negative amounts instead of positive amounts, causing the total reconciled wages to be incorrect.
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 1.4.0.13– 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 1.4.0.12– 03/08/02
3/8/2002		Project Summary and Work In Progress Report		Cost associated with posted receipts where the invoice was not posted was not being reflected in actual cost calculated for projects/phases.
3/8/2002		Project Form, Work In Progress Report		(MSSQL only) the error "syntax error near ':'" would occur when accessing these features. If payroll was not activated, timecard hours and cost would not show up in actual figures for a project/phase in the project form's project summary, or in the work in progress report.
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.
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 1.4.0.11– 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 1.4.0.10– 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 1.4.0.09– 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.
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		The billing account notes were not printing on the report.
RELEASE 1.4.0.08– 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 1.4.0.07– 01/28/02
1/25/2002		A/R					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.
RELEASE 1.4.0.06– 01/22/02
1/22/2002		Notes Form					Accessing Notes from the Job form was no longer allowing access to job instructions.
1/22/2002		AR and AP 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 1.4.0.01– 01/10/02

What’s New 1.4.0

Fixes 1.4.0

What’s New / Fixes 1.3.3