SuccessWare 21^® Version 1.4.1.x		Concept Guides and Additional Documentation
What’s New 1.4.1	Fixes 1.4.1		What’s New / Fixes 1.4.0

What’s New in version 1.4.1.92

· The on-line help manual has been completely rewritten. Press F1 at any time to get help for the particular screen you are on.

What’s New in version 1.4.1.87

· The Customer PO Number can now be modified on individual customer invoices.

- Added a right-click option to the A/R Invoice to "Edit Customer PO". This field is the Customer PO number that will be printed on the invoice. The default value for this field comes from the Job. When the Job’s Customer PO is changed, any unposted invoices for the job, where the PO number matches the original job PO, will be updated to the new job PO value. This enhancement allows for a different PO number to be entered on each invoice, if necessary. Note that there will be no default value for the PO number on project invoices, because these invoices are not associated with a particular job as projects have more than one job.

· Added a new Lot ID field that is searchable in the Customer Search form.

What’s New in version 1.4.1.86

· The location address2 field is now searchable in the Customer Search form and in Call Taking.

What’s New in version 1.4.1.82

· Added the ability to configure whether Parts, Labor, and/or Miscellaneous detail should print on the invoice when printing a Detail invoice. These configuration options have been added to the Location Details and the A/R Invoice forms. When Detail is selected, use the checkboxes for Parts, Labor, and Misc to identify which detail should or should not print. In addition, Company Setup now has the invoice print configuration parameters so that each company may set up their own default values for new Locations.

What’s New in version 1.4.1.76

· Updated Microsoft® database drivers – SuccessWare has included the latest versions of Microsoft® MDAC and Jet database drivers in the ClientInstall folder of the network SuccessWare21 folder. SuccessWare21® now checks the currently installed version numbers of these database drivers when the application starts. A warning is issued if the installed drivers are older than the new requirements. SuccessWare21® will still run but SuccessWare requires that the driver updates be performed as soon as possible. If you receive these warnings, see your system administrator about getting your database drivers updated.

What’s New in version 1.4.1.73

· Zip Codes - A new 'Search Length' feature has been added to the Zip Code Reference book. This enables zip code matching/searching based on 'code prefixes'. For example, in Canada, the code prefix 'H3C' may have thousands of extensions: H3C-1A3, H3C-2E6, etc. The 'Search Length' feature allows a search and mapping of city, state, zone, and tax code based on the first three characters of the code. In the US, there are many extended 9 digit zip codes (14221-3844). Using this feature with a search length of 5 will allow mapping on the first 5 characters. This allows a quicker and easier setup of the zip code reference book by not requiring thousands of extended code entries, while still allowing data entry of the full zip code when entering customer records.

- To use the new zip code search length feature, you must first identify your company as a US or Canadian company using the Company Code field in Company Setup. When country code 'CA' (Canada) is selected, the Zip Code Reference Book uses a Search Length of 3. When 'US' is selected, the zip code book uses a search length of 5. When 'Other' is selected, no search length is used.

- If you already have extended zip codes set up in your zip code reference book, there is a utility that will automatically extract all unique zip code prefixes from the zip code reference book (based on the search length determined by country code setting in company setup), and create new entries for these prefixes. In addition, it will let you delete all extended entries if desired, leaving only the prefix entries. To run this utility, go to Setup > Utilities >Administrative Tools, and select 'Create Zip Code Prefix Entries'. **Note: Be sure you have selected your country code in Company Setup before running this utility.

What’s New in version 1.4.1.72

· Payroll – Added a new feature that streamlines payroll reconciliation when using a payroll service for payroll processing. Instead of entering and reconciling to individual employee checks, earnings are reconciled to one or more disbursements to the payroll service. For information on how to use this new feature, click here.

· Payroll – The export of payroll information is now compatible with QuickBooks 2003. For information on how to use this new feature and differences from QuickBooks 2000 import/export, click here.

What’s New in version 1.4.1.61

· Equipment

- Added a new field, EqSystem (System), in the editing grid and the edit panel of the Equipment form. The System field can be used to group the equipment in logical groupings: system 1, 2, 3, etc. The editing grid allows sorting by this column.

- Also added the ability to Group and Sort by the new System field to Equipment reports.

What’s New in version 1.4.1.22

· Inventory: Automated Restock Transfers—at the click of a mouse you can automatically create a transfer to restock any truck/warehouse. Click here to read more…

· Added a title field (Mr, Ms, etc) to the Location Details, Billing Account Details, and Call Taking.

- A Reference Book has been established for you to set up the titles you wish to use. To open the new Reference Book go to Reference Library > Customer Service > Customer Titles.

- Customer titles display on the Customer Form and in the Call Information panel in the Call Center.

- Customer titles print on customer invoices, statements, renewal notices, and work orders.

- Customer titles are also included in text files exported from Marketing, and on mailing labels printed from Marketing.

- The Call Taking Review report allows sorting and grouping by customer title.

· Project Management Cost Adjustments—If you need to record costs for project reporting that have not been recorded else where in SuccessWare21®, you can use the cost adjustment feature of project management. Click here to read more…

· Project Management Opening Balance Entries—If you are just starting to use project management in SuccessWare21® and/or adding pre-existing projects to SuccessWare21®, you can now make opening balance entries to reflect both billings and cost to-date. Click here to read more…

What’s New in version 1.4.1.12

· 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 1.4.1.9

· Preferred vendors and affiliation

- Added a flag to Vendor Details to specify whether a vendor is a preferred vendor along with the vendor’s affiliation.

- To determine payments made to preferred vendors by affiliation, use the A/P Transactions report. This report has options to include or exclude preferred vendors, and to filter, sort, and group by affiliation.

- Most other payables reports also have the ability to sort and group by vendor affiliation.

· Payables on hold

- You can now place payables on hold with a comment to defer payment/credit to a later time. In Vendor Account History, Pay Bills, or Write Check, to place a payable on hold or to remove the hold, just right-click on the payable and select 'On-hold' or press CTRL+H.

- In the Pay Bills form, you can also select to 'hide items on hold'. If you do, the indicator will light up telling you how many items on hold are not being displayed in the view. By default, on-hold items are displayed. This is to ensure you don't forget about them.

- The A/P Aging report and Open Payables reports will indicate payables that are on hold. The Open Payables report also allows the ability to print payables on hold, payables not on hold, or both.

· Call Center Enhancements (To access the new options in the call center, click on the new ‘preferences’ button in the upper right hand corner of the call center graphic view)

- Call captions can be modified to display either the location name or the address.

- You can turn off the ‘Auto size’ feature for the unassigned panel of the horizontal call view (Days that have many unassigned calls will not automatically force your employee panels off the screen).

What’s New in version 1.4.1.8

· A Counter Sales option has been added. It is no longer necessary to create a job in order to invoice for over the counter sales. For detailed instructions on using this new feature, click here.

What’s New in version 1.4.1.7

· Agent Manager—This feature in now implemented, but will not be functional until the SuccessWare21® API is installed and functioning with third party solutions. When third party application attempts to access the SuccessWare21® databases through the SuccessWare21®API, they are automatically registered with the Agent Manager. You can review these 3^rd party agents, assign them passwords and enable them separately for each company implemented in SuccessWare. Tutorial companies can be enabled individually as well. Until an agent is assigned a password, and enabled for a company by a valid SuccessWare21® user using the Agent Manager, the agent will not be able to establish a connection with the API.

What’s New in version 1.4.1.1

· Vendor Part List Import—A helpful tool to assist in the creation of Purchase Orders for warehouse restocking or based on task parts lists. For detailed instructions on using this new feature, click here.

What’s New in version 1.4.1.0

· Purchasing Wizard—A helpful tool to assist in the creation of Purchase Orders for warehouse restocking or based on task parts lists. For detailed instructions on using this new feature, click here.

Fixes made in 1.4.1.x

DATE	MODULE / FORM				DESCRIPTION
RELEASE 1.4.1.101 11/21//03
11/21/2003		Agreement Manager		The Agreement Manager was sometimes not showing the correct billing account, causing invoices and renewal notices to go to the wrong account. Invoices and renewal notices for agreements always use the currently defined default billing account for the location.
11/21/2003		Account Register		Added the Reference field to the Transaction Review and Reconciliation screens for bank accounts.
RELEASE 1.4.1.100 11/13//03
11/13/2003		Pricebook Item Search		When entering a partial code with multiple matches, the search delay is now disabled and the matching list will now be immediately displayed, so that a selection from the pop-up list can be made without being interrupted by the delayed search.
11/13/2003		Warranty Expiration report		Added Vendor to the report (non-InHouse warranties). Also added Vendor as a sort by and group by option.
11/13/2003		Update Zone Colors utility		The utility was not functioning correctly when using 9 character US zip codes on locations, and country in Company Setup was set to US (5 digit base zip code).
11/12/2003		A/R Invoice - Enter Cost		Sometimes when inserting or editing a part detail item the quantity could not be changed. The workaround was to TAB out of the Quantity column and then shift-TAB back into it.
RELEASE 1.4.1.99 11/11//03
11/11/2003		Call Taking		Since version 1.4.1.97, an access violation at or near address 004034ED would occur when opening Call Taking after switching companies, or switching between the live and tutorial databases. Access violation errors would then continue to occur until SuccessWare21 was closed and re-opened.
11/11/2003		Agreement Manager		Cancel button was not always available on the progress bar when posting period invoices.
RELEASE 1.4.1.98 11/10//03
11/10/2003		Agreement Manager		Since version 1.4.1.94, when posting periodic invoices approximately every fifth invoice posting would fail. Several different error messages have displayed, or possibly just a message at the end indicating some number of invoices failed to post.
10/31/2003		AP Invoice - Retainage		The error "UnitCost not found" would often occur when attempting to bill retainage.
10/31/2003		ARInvoice - Retainage		When modifying Line Item Retainage, the error 'invalid accounting mode' would often appear. It was possible to edit retainage line items. These line items should not be edited on the line, but rather through the "Line Item Retainage" Form. This form is now automatically selected when you attempt to edit a retainage line item.
10/30/2003		A/R Invoice - Apply Payment		When opening the A/R Invoice Apply Pmt form, even if the Payment Method was something other than a credit card, the labels on the payment fields would show 'CC#' until after tabbing through the Payment Method field.
10/30/2003		Email Paging configuration		Changed the default character limit when first setting up email paging. The default was "1" which would split a message up into many emails with one character of the message in each email. The default is now "0", no message length limit - each message will result in one email. If this default value is used and messages get truncated, the value can then be changed to a value valid for the paging service being used.
10/30/2003		Warranty Reserve Analysis report		Added a calculation for reserve balance in the group subtotals and final totals sections of the report.
RELEASE 1.4.1.97 10/30//03
10/29/2003		Company setup		Modified the default value for Remittance Report for new companies to be TRUE.
10/29/2003		Call Reason code reference book		Removed the message displayed when a job type was not entered. Current practice does not advise entering call reason codes specific enough to need job types, so the message was confusing.
10/29/2003		Billing Account details		Since version 1.4.1.96 (1.4.2.14), the action for Remove Location was always disabled (not available for selection).
10/29/2003		Location details		Since version 1.4.1.96 (1.4.2.14), the actions for Set Default Account and Remove Billing Account were always disabled (not available for selection).
10/29/2003		Call Taking/Call Center		In the Call Center, the 'v' indicator showing that a visit is attached to the call was missing for calls created using Call Taking when the visit was also selected in Call Taking. The missing 'v' was temporary, however - the 'v' would show up as soon as some operation was performed on the call in the Call Center.
10/27/2003		Toolbar customization		If you customized your toolbar settings and, instead of using the "X" button to exit SuccessWare21, you clicked the KEY button on the toolbar, and then Exit at the bottom of the Logon window, the changed toolbar settings were not being saved.
10/27/2003		Call Taking		Added an option to print the currently displayed script. This option is available when the script is in "Modify" mode.
10/23/2003		ClientRx		Since version 1.4.1.96, the clientRx report would not print.
10/21/2003		Location Merge Utility		The utility was neglecting to change the location ID on managed projects resulting in a location ID assigned to the project that no longer existed.
10/21/2003		Sales Invoice Items report		Some of the fields showing hours were not being rounded to two decimal places causing leading digits to get truncated.
10/17/2003		Receiving/Vendor Invoicing		Corrected some quirks with user abilities relating to creating and posting receipts. The system was requiring both abilities - "Receive" and "Create A/P Invoices" - in order to be able to create/edit/post receipts. The Create A/P Invoices ability is no longer necessary.
10/16/2003		Pricebook Item List report		The dropdown search on the Expense Type field was not working.
10/16/2003		Account Register Reconciliation report		The outstanding items section of the report would sometimes show Outstanding Withdrawals in multiple groups with separate subtotals.
10/16/2003		Invoice List report		Added Work Suggested to the report when the Include Invoice Detail option is selected.
RELEASE 1.4.1.96 10/13//03
10/10/2003		Inventory, Warehouse Tags		Warehouse Tags were not being resolved when parts were requisitioned for a job.
10/10/2003		Invoice Item Detail report		Added filters for department, job class, and job type. Added job class and job type to group and sort by fields.
10/10/2003		Payroll		In Payroll Reconciliation it was possible to go to the last entry in the Checks grid and use either TAB or DOWN-ARROW to insert a new row. This behavior was not intended and is no longer allowed. If this had been used the resulting entries were not valid entries and would not post.
10/10/2003		Register Item Review		The enabling/disabling of actions was not working properly which was allowing modification of the distribution memo when there was no distribution, which would cause the generation of orphaned entries that could not be accessed, and would also cause a Key Violation error when using SQL Server or MSDE.
10/9/2003		Call Taking		When finding a location in Customer Search (CTRL+F12), then going to Call Taking (F12) for that customer, sometimes a message 'Location not found, search again in call taking form' would display, and it would be necessary to search again. This was only occurring in the situation where there were location ID's of varying length in the database.
10/8/2003		Job		If the Callback button was selected while editing a job, 'Error: attempt to change job#, still in edit/insert mode' would display and the form would be cleared and disabled. The only option would be to Undo and start the edits over. The Callback button is now disabled while editing.
10/8/2003		Call Center		Since version 1.4.1.89, if a call was in the browse window at the bottom of the call center, when the call center refreshed and a call other than the call being browsed had been selected, the refresh would cause the selection to automatically change to the call being browsed requiring user reselection of the original call before doing anything with that call.
10/3/2003		Location details, Billing Account details		Right clicking in the list of billing accounts in the Location form (or the list of locations in the Billing Account form) would give the popup menu of options but does not select an item in the list, making many of the menu options useless until an item is selected. The first account in the list is now selected by default when the form is first open. In order to change the selection if there is more than one account listed, the left mouse button must be used. Changes in the carbon copy status (on/off) in the Location form were not always reflected when returning to the Billing Account form, and vice versa.
10/3/2003		G/L Setup		Made a change that could prevent occasional access violation errors near address 0043Bxxx when working in G/L Setup.
10/2/2003		Help		Miscellaneous updates to help file topics.
10/1/2003		Purchasing Wizard		Since version 1.4.1.92, various errors could occur when opening an item list – “Fatal exception”, “Access violation”, and “Provider was unable to decipher/unpack the client’s request” had all been observed.
RELEASE 1.4.1.95 10/01//03
9/29/2003		Service Location List Report		Added "Never had a warranty" filter option.
9/27/2003		Printed A/R Invoice		Added job number to the invoice (project number for project invoices).
9/26/2003		General		Corrected possible cause of access violation errors that might have occurred in the following areas of the program: G/L Budget Setup, Purchasing Wizard, Pay Bills, Project Setup, A/R Statements, selecting a Register Account.
9/26/2003		Timecard report		Modified to make use of the wildcard character (%) with the Job Number filter in order to allow the report to be used to print timecard entries for all jobs for a project. For example, use "102938%" to include all jobs for project 102938.
9/25/2003		Agreement		The credit card information is now copied when creating renewals for agreements.
9/25/2003		Pricebook		Fixed a possible cause of 'Field CanPurchase not found' errors that sometimes occurred when editing items in the Pricebook.
9/25/2003		Job		When creating a new call for a job, the system was copying the call status from the current call to the new call. It was determined that more often than not the status of a new call would not be related to the status of an existing call, so therefore the status is no longer copied.
9/25/2003		Reference Library, Pricebook Item entry		Modified the message displayed when entering invalid characters for an item index code. Parentheses and ampersand were missing from the list of valid characters.
9/25/2003		Assignments report		Modified the report to show the punched times for Notified, Dispatched, Onsite, and Complete rather than just a check box.
RELEASE 1.4.1.94 9/24//03
9/22/2003		Reference Library		(SQL Server/MSDE only) The error 'Error saving record. Check for duplicate code' could occur when working with pricebook or inventory items. The message would generally display one time and everything would be OK from then on. The message was caused by the 'AGREEMENT VISIT' item category and/or item group being deleted or removed.
9/22/2003		Utilities		SWCompact now will compact the master and system databases. It also keeps multiple backups and compresses backups to preserve disk space.
9/19/2003		Warehouse Stock List, Pricebook Item List		Changed the bar code format from Code39 to Code128. Code 128 uses less space horizontally which allows an entire 15 character item number to print on Avery 5160 labels.
9/19/2003		Warehouse Stock List report		When printed on certain printers, the bar code for the left hand column of labels was not readable by a scanner. The bar codes printed in list format were not consistently readable because of the box printed around the label. The box has been removed.
9/18/2003		A/R Invoice, A/P Invoice		Corrected possible cause of access violation errors that might have occurred after posting an A/R or A/P invoice. This problem also would have caused the posting progress form to remain visible.
9/18/2003		Event Log		Since version 1.4.0.41, the search based on a particular data type ID (entered into the Begins With box) was not working. Note that the ID required here is the system assigned ID, not the user-entered identifier for the data type.
9/16/2003		Account Register		Added a message that is displayed when making an adjustment to a cash box account. The message informs the user that adjustments to a cash box account are only to be used for recording the addition or removal of cash from the cash box.
9/12/2003		Utilities		FTP Data option was added to utilities to automate copying of your database to the SuccessWare FTP Server. This feature should only be used when requested by a SuccessWare Support Specialist.
RELEASE 1.4.1.93 9/11//03
9/11/2003		Equipment List reports		The Total Count printed was higher than the actual count. This would happen when equipment was included in the report that had been serviced more than once (based on selecting the equipment with the "Equip" button when invoicing).
9/11/2003		Miscellaneous Checks		If the check form is opened from the Payable Manager, the check form is pre-filled with the vendor's information including name and address. Switching from Vendor Payment to Miscellaneous would leave the vendor's name and address information in the form which would require manually clearing out the address information. The Pay To and address information is now automatically cleared out when switching the form to Miscellaneous.
9/11/2003		Marketing		Added Location ID and Billing Acct No to the list of fields available for export.
9/10/2003		Pricebook Item List report		Sometimes the reference lookup for Item Categories would only show categories of a specific item type, depending on where the Item Categories book was last used.
9/9/2003		Setup | Utilities | Copy Data Files (MS Access only)		Copy now includes Master database. Also uses file compression.
9/9/2003		SWCompact (MS Access only)		Compacts Master and System databases. Retains backups for three most recent dates. Also uses file compression.
9/9/2003		Invoice List report		Added the ability to group and sort by Location Type.
9/6/2003		SWCompact (MS Access only)		Added Master and System Databases to compact process. Backups made will be kept by date/time. Multiple backups will be retained. Also added file compression of backups to preserve disk space.
9/4/2003		A/R Statements		If the remit to address in Company Setup was set up with both address line 1 and address line 2, the statements would not show the city, state, and zip.
9/4/2003		Login, SWCompact (MS Access only)		Corrected the cause of a rare error when attempting to log into SuccessWare. Successware might just terminate after entering the Successware username and password, or might issue an error with an exception at 0eedfadeH. The same problem sometimes caused SWCompact to fail when running directly from the network SuccessWare21 folder .
9/2/2003		Timecard report		When grouping by city/state, sometimes the incorrect city/state name would print in the city sub-grouping. This would typically occur after going to the end of the report and scrolling backwards.
9/2/2003		Help		'F1' online Help was not always responding appropriately (with the new help files).
9/2/2003		Agreement		Since version 1.4.1.91 (and 1.4.2.12), when creating a new monthly billed agreement, the billing months were not automatically getting checked. It would be necessary to re-select the billing frequency to get the billing months checked.
9/2/2003		Purchase Orders, Printed Purchase Order		(SQL Server/MSDE only) There was no default order specified for items in the grid. Items were normally inserted at the end but occasionally a new item would insert into another spot in the grid. The items are now explicitly ordered by the order of entry so that this does not occur.
8/27/2003		A/R Invoice / Vendor Invoice		An unexpected error while adjusting an invoice would result the invoice being adjusted, but the receivable, general ledger, and cash box entries not being negated. Attempting to re-post the invoice would result in the message 'A potential problem has been detected with the posting of this invoice. It appears that this invoice may have been previously posted and not correctly negated or reversed by the system'. One situation where an unexpected error would occur was if the invoice being adjusted had a payment, the payment had already been cleared and reconciled, and the undeposited cash box was open and in use when the adjustment was attempted.
RELEASE 1.4.1.92 8/22/03
8/22/2003		Reference Books		Modified message displayed when a index code contains a single quote. This message display both the index code 'fieldname' and, now, the index field 'value'.
8/22/2003		Help		New and improved help files have been developed. Use F1 to access the new on-line help.
8/22/2003		Job Manager, Job Close Utility		Modified this utility so that it will close both uncompleted jobs (without timecard entries) and all completed jobs before the specified date.
8/22/2003		Equipment List and Equipment Comparison reports		These reports were including equipment that had been marked as out of service.
8/22/2003		Payroll Reconciliation		When configured to use a payroll service, and attempting to import, nothing would import, not even deductions and liabilities.
8/22/2003		Payroll Setup		When configured to use a payroll service for reconciliation, and you selected to import disbursements, the import disbursements selection was not saving. The next time you went into payroll setup, the option would be unchecked.
8/20/2003		Printed Purchase Order, Renewal Notice, Printed Requisition/Return/Transfer/Adjustment		If address line 2 was used when setting up your company in Company Setup, these reports were not showing the company phone/fax numbers in the company heading.
8/18/2003		Account Register Setup		It was possible to enter invalid characters (such as a single quote) into the register account no field causing problems with lookups later on. The account no now performs the same validation as codes created directly in the reference books.
8/18/2003		Job Summary		If you opened job summary and the callback checkbox had been previously checked and tried to select a job from the job lookup list, you would get the error 'Dataset not in edit or insert mode'.
8/18/2003		Job Manager		Added a column in the grid to indicate sales estimate jobs.
8/11/2003		Trial Balance report		When auto-expanding subaccount detail and department detail, these sections would print on top of each other.
8/11/2003		Time Card Report		Added option to include Comments.
8/8/2003		Commission report		Added calculation for Total Sales.
8/8/2003		Agreement Visits Due By Month		Added an option to sort by department. Added department to the subtotal options. Added a filter to allow selection of a particular department.
8/8/2003		Agreement Renewals Report		Added an option to show covered equipment.
8/8/2003		Agreement Renewals Notice		Now shows covered equipment.
8/7/2003		Comm Center (paging)		When paging a call from the call center, there were at least three message dialogs that had to be responded to before being returned to the call center. Reduced this down to one confirmation prompt.
RELEASE 1.4.1.91 8/7/03
8/7/2003		General		If a reference book code or item number value somehow had an apostrophe character in it, when it was used a message would display, but the message would not properly identify which code (field name) was in error.
8/7/2003		Payroll Manager, QBLink		When Launching QBLink from the WNY/ASP, SuccessWare21 will now check to make sure you have a current copy of QBLink on your local system and create a shortcut on your local desktop. Remember that QBLink must run on the same machine at the same time as QuickBooks in order to connect.
8/7/2003		A/R Invoice		Since version 1.4.1.87, which allowed modification of the customer PO number on the invoice, the invoice was no longer printing the PO number entered for the job. The invoice's PO number will now default to the job's PO number unless it is changed on the invoice.
8/7/2003		Purchase Order		Once a PO line item was split, the line item description and cost could no longer be changed. Clicking on the lookup button for department, job no, or warehouse no will open the splits screen if the item is already split.
8/7/2003		Vendor Invoice		Since version 1.4.1.89, when a vendor invoice line item was split, the line item description and cost could no longer be changed. It is no longer possible to change an item number after entering splits.
8/6/2003		Agreement		When renewing a periodically billed agreement, the scheduled billing months were not being copied. Note that this was not a problem with monthly billings since the system automatically checks all twelve months for monthly billed agreements. Uncommitting a converted/committed agreement was clearing out the last bill date field which would also reset the next bill date back to the start date of the agreement. It would then be necessary to remember to re-enter that information before re-committing the agreement.
RELEASE 1.4.1.90 8/5/03
8/5/2003		Inventory		When posting or adjusting an inventory transaction, the progress bar form had a visible Cancel button, which did not function. The button is no longer visible. Inventory adjustment posting now displays a progress bar during the item validation phase of posting. A physical count adjustment, in particular, could have many items, and there was a considerable delay before the posting progress bar was displayed.
8/5/2003		Accounts Receivable		Payments made with invoices can only be reversed by adjusting the invoice which included the payment. However, if a payment was posted with a zero invoice, the system was allowing reversal of the payment from the Billing Account History form. This would cause problems with adjusting the invoice later on, if necessary, and is no longer allowed.
8/5/2003		General		(SQL Server only) Since version 1.4.1.88, a version update would not run – it would fail with the message 'Master data is locked' and terminate the program.
8/4/2003		Call Progress/Timecard		Call Progress was allowing an on-site time of 12:00AM (midnight), but a timecard entry was not being made. Now the timecard entry will get created. A 12:00AM (midnight) entry in the timecard was showing as blank in the time in field.
8/4/2003		A/R Invoice		When recording a visit line item on an invoice, the standard hours is now updated from the estimated hours for the visit.
RELEASE 1.4.1.89 8/4/03
8/4/2003		General		Added the software version and build number to the message displayed when an application exception occurs.
7/31/2003		Purchasing Wizard		When creating a purchase order for a job, the job number was being put on the line items, but not on the job header. This has been corrected.
7/31/2003		Job Summary		When using the "x" button to close the Job Summary, and canceling changes, sometimes the error 'dataset not in edit or insert mode' would display, depending on what information was changed before exiting.
7/31/2003		Agreement Manager		Added an option "Adjust this invoice" allowing a periodic billing invoice to be adjusted from the manager, without having to open the invoice, adjust it, and close the invoice. Modified the "Mark all paid" and "Post all invoices" options so that they will update invoices in the adjusting state.
7/31/2003		Customer Opportunities		Added fields to the Opportunities form and report – OppNotes for unlimited notes entry, and IsDone which is used to indicate whether an opportunity had been completed or not. The M&R indicator on the Customer screen will now only be turned on when there are any un-completed opportunities.
7/30/2003		Agreement Anniversary report		The report would sometimes show the wrong location name. This would occur when grouping the report, and typically would affect the first record on a new page.
7/30/2003		Call Center		Made a change that should help prevent an access violation error (near address 007Exxxx) when working with calls in the browse window of the call information panel.
7/29/2003		Warranty Expiration report		Added a column to show the outstanding reserve balance for each warranty. The report interface also now has a filter for "With Reserve Balance Only" to show those expiring warranties that need reserve adjustments.
7/29/2003		Reports		(MS-Access only) With many of the reports there was a several second delay between the time information was entered into the system and when it would show up in reports. This was especially noticeable in reports that could be printed from a data entry screen, such as printing an invoice, work order, or sales call sheet.
7/28/2003		Agreement		If the agreement form was open when assigning, or de-assigning, a visit in the job form, the Open Visits view from the agreement was not reflecting the change until after the customer was closed and reopened. It was possible go cause an inconsistency in individual visit prices and/or values if, after an agreement was activated and a visit was scheduled, the agreement's activating invoice was adjusted and the terms of the agreement were changed such that visit values were modified. The visit(s) that was scheduled would retain the original visit price and value.
7/28/2003		Vendor Invoice		It was possible to modify the job number and/or warehouse number on a line item after posting the receipt and prior to posting the vendor invoice, causing erroneous inventory tags. If either of these fields must be corrected, the receipt must now be adjusted, corrected, and re-posted.
7/25/2003		Billing Customer List Report		Added option to print Accounts that have NO locations attached.
RELEASE 1.4.1.88 7/25/03
7/25/2003		Call Taking form		Using CTRL+N at inappropriate times would result in an error: ‘Cannot focus a disabled or invisible window’.
7/25/2003		Call Taking, Phone Call report		Added the ability to print a report for a specific Concern Call from Call Taking.
7/24/2003		Call Center		Modified the way the Call Center looks for Day Start and Day End entries in the timecard, which should result in a modest improvement in Call Center performance.
7/24/2003		Sales Tracking rpt		Added group and sort by options for Location ID and Company Name.
7/24/2003				Added an option to include notes in the Equipment reports.
7/24/2003		Invoice Item Detail Report		Added a group and sort by option for Invoice Department.
7/24/2003		Sales Invoice Item report		Modified the report to order the item detail by Detail Type.
7/23/2003		Miscellaneous Wage Manager		Unreleased wages would not display when the view for wages in a particular year was selected even though the Pending filter was selected. When payroll was not activated the Released filter was available for selection, even though it has no effect because when payroll is not activated, wages are considered Paid as soon as they are released.
RELEASE 1.4.1.87 7/22/03
7/22/2003		Job/Invoice		Since version 1.4.1.85, the location’s Open Job Count was not being set properly when posting invoices/closing jobs, and the Customer Form History Light was staying lit because of this.
7/21/2003		Sales Call Report		Lead Notes were overlapping Job Instructions if both were used on a sales job.
7/21/2003		Calls Report		Added Group By/Sort by Lot ID
7/21/2003		Calls report, Jobs Taken Booked report		Added Group By, Sort By, and filter selection for Billing Acct No.
7/21/2003		AR Invoice		Previously, it was possible to post an AR invoice to the wrong billing account if another user had modified the billing account on the job at the same time as posting the invoice. The occurrence was rare. Now, the invoice will check for such a change and notify the posting user of the change and update the invoice appropriately.
7/21/2003		Division Setup - WO Report options		Added options for printing Work Suggested and Archived History.
7/21/2003		Location Form / Customer Search		Added a new Lot ID field that is searchable in the Customer Search form.
7/18/2003		Project Invoices		The "Edit Customer PO" will now allow PO numbers on project invoices. There is no default value for the purchase order number on project invoices, because these invoices are not associated with a particular job as projects have more than one job.
7/18/2003		Receivable Invoice		Added right-click option to "Edit Customer PO". This is the PO that is printed on the invoice. The default value for this field comes from the Job. When the Job’s Customer PO is changed, any unposted invoices for the job, where the PO number matches the original job PO, will be updated to the new job PO value.
RELEASE 1.4.1.86 7/18/03
7/18/2003		General		Since version 1.4.1.79, SuccessWare startup would fail on some Windows NT computers due to changes made in attempting to determine the computers MDAC (Microsoft Data Access Components) version.
7/17/2003		General Ledger		It was possible to modify G/L account classes inappropriately through a reference book popup. Modifications made here would cause G/L report compilation problems. These edits are no longer allowed.
7/17/2003		Pricebook		Added Standard Cost to the item grid in the pricebook. This field can also be printed in the grid report.
7/17/2003		Marketing		When exporting a marketing list, the additional phone number fields from the location and billing account are now available. Previously only the first phone number was available.
7/17/2003		Printed Work Order		Added options to print Work Done/Work Suggested and Archived History on the printed work order. The default value for this option can be set in Company Setup on the Work Order Printing tab and can be overridden when printing work orders from the Report Gallery.
7/18/2003		Printed AR Invoice		Moved Work Done and Suggested so that they print one on top of the other, rather than side by side. If one was much longer than the other there was a great waste of space. Work Done will only print if not empty.
7/17/2003		Account Register - Miscellaneous Check		When entering a miscellaneous check, if you inadvertently entered extra digits of precision on the amount column in the distribution grid, you would not be able to post. You would get a message 'Distribution total does not match check amount'. These entries are now automatically rounded to two decimals.
7/17/2003		Job Form		When adding a new job, and attempting to use the Assignments button before saving the new job would result in an access violation error.
7/17/2003		Call Taking		Attempting to use ALT+S (Service), ALT+C (Concern), or ALT+O (Other) before pressing INSERT to start a new call would result in an access violation error.
7/17/2003		Customer Search, Call Taking		Added a search option using the address 2 field.
RELEASE 1.4.1.85 7/16/03
7/16/2003		Timecard		The Comment field on "Dispatched" timecard entries created from Call Progress was not showing the user-entered Job Number. They were showing the initial system assigned number. "Onsite" entries were OK.
7/16/2003		Call Center		(SQL Server only) During the call center refresh, occasionally a “Deadlock” message would display.
7/16/2003		Phone Call Report		Added Total Time (duration) calculated from the call start time and end time. This displays as Minutes or Hours in the Total band. Enabled fields for Print to File.
7/16/2003		Tech Productivity report		Added Total Sale Amount in Total Band. Enabled fields for Print to File.
7/16/2003		Job Summary Report		Enabled fields for Print to File – this is only effective when Expanded Detail is selected.
7/15/2003		Project Jobs/Invoices		Posting/Adjusting invoices will now update phases for project invoices.
7/15/2003		Customer History		The grid report for the Service history grid had a selection for InoviceID. Changed this to InvoiceNo so that it would show the user-entered invoice number.
7/11/2003		G/L Transaction Review		Added the date and time that the entry was made (Posted On).
RELEASE 1.4.1.84 7/11/03
7/11/2003		Inventory		If for some reason an inventory transaction posting cannot update G/L, some of the messages reported did not include specific information about the problem. The message generated by the General Ledger module is now added to the message displayed to the user.
7/8/2003		Timecard/Call Progress/Payroll		After premium (or manual OT) hours were entered on a timecard entry and the duration of the timecard entry could later be reduced to less than the premium hours on the entry. Now when that occurs, the premium hours will also be reduced to match the timecard's duration.
7/8/2003		A/R Invoice		The software would allow a maintenance only agreement to be selected when charging a line item to an agreement. The amount would zero out, but would still attach the agreement to the line item. This is no longer allowed. Only agreements that cover service may be charged.
7/8/2003		A/R Invoice - Enter Cost		The system has not allowed Parts detail on a Labor line item, or vice versa. The software was properly preventing invalid detail types from being added by using INSERT, but when the detail grid was empty, ENTER was allowing these invalid inserts. This is now also properly prevented.
7/8/2003		Warranty Expiration report		(MSDE/SQL Server only) When attempting to run the report for In House warranties only or Manufacturer warranties only, the report would fail with 'Invalid column name' error.
7/8/2003		Vendor Invoice		When entering line items on a recurring vendor invoice, and enough line items had been entered to fill the grid, when entering into the bottom row of the grid, the description column expands when it is entered, causing a horizontal scroll bar to appear, which would hide the current line that was being entered. The scroll bar is now always visible, so that it no longer pops up and hides anything.
RELEASE 1.4.1.83 7/8/03
7/7/2003		Grid Reports		Several managers have the first column reserved for displaying images and have no field name attached. These columns were available for selection when printing a grid report. Selecting this column was causing an 'access violation' error. Selection of this column is no longer allowed.
7/7/2003		Inventory Manager		The grid report for the bottom grid of the Stock/Whse view of the inventory manager had an item called On Order Qty that always showed zero. This field was for future use and has been removed.
7/7/2003		Inventory - serial number tags		Serial number tags manually added through the Warehouse Tag Manager were not getting deleted when the serial number was removed from inventory. Instead a new tag was getting created with a quantity of negative one. These offsetting tags would then have to be deleted manually.
7/7/2003		Payroll		(SQL Server/MSDE only) Payroll preparation was not properly handling subaccounts. If pay item expense types had subaccounts assigned, payroll posting would fail with 'G/L account requires a subaccount' message.
7/3/2003		Warehouse Tag Manager		When editing serial tags, the last tag in the grid could not be deleted, the system would delete the prior one instead.
7/3/2003		Agreement reports - Billings Due, Due For Renewal, and Pending Renewals		(SQL Server/MSDE only) These reports would fail with the message 'A column has been specified more than once in the order by list' when sorting or grouping by Agreement Number.
RELEASE 1.4.1.82 7/3/03
7/1/2003		Utilities		The Utility Menu has been reorganized. Utility sub-groups are now listed first in the menu with parenthesis around the group name in order to make them easier to locate.
6/30/2003		Company Setup, Location, Invoice		Added a new setup option for setting whether Parts, Labor, and/or Misc detail should print on the invoice when printing a Detail invoice. Company Setup now has the invoice print configuration parameters so that each company may set up their own default values for new Locations.
RELEASE 1.4.1.81 6/26/03
6/26/2003		Payroll/QB2003 QBLink		Wage entries for salary pay items (or for hourly pay items on salaried employees) were not being imported in QB2003. The import report from QBLink would show '(Error 3140) There is an invalid reference to QuickBooks Payroll Item Wage'.
RELEASE 1.4.1.80 6/24/03
6/23/2003		Income Statement report		On rare occasions the report would fail with the error 'Invalid floating point operation'. This would occur in some instances where net sales would be zero for the report period(s).
6/23/2003		Call Taking		Fixed cause of possible 'Cannot perform this operation on a closed dataset' error in Call Taking.
RELEASE 1.4.1.79 6/19/03
6/19/2003		Commissions report		The location name was not always correct, in particular the item and the top of a page when a group by option was being used.
6/17/2003		Flat Rate book		For the “Standard2” option, added an option to enter column headings for the prices. Previously the report was only usable with preprinted pages.
RELEASE 1.4.1.78 6/16/03
6/13/2003		Project Estimate report		The report was failing with varying results. Sometimes it would cause access violation errors. Other times it would cause SuccessWare21 to abort without a message. This behavior had only been observed when using SQL Server or MSDE databases.
6/13/2003		Invoice List Report		Print to File now includes PO Number as 1st field, rather than Job Number.
RELEASE 1.4.1.77 6/11/03
6/9/2003		Timecard		The error 'A database transaction has failed to complete as expected, ...' would occur when editing a job related timecard entry, if the assignment was for a multi-day job and all of the calls had not yet been created. This error would also cause SuccessWare to terminate.
6/6/2003		Inventory		Added a flag to the Module Configuration tab of Company Setup that will allow the user to select how the Min/Max quantity settings should be interpreted for restocking purposes. In the past, Min was interpreted as the quantity at which restocking should occur. The new configuration option allows Min to be configured as the minimum acceptable stock level (restock when on-hand falls below Min). The value of this setting will affect the determination of whether an item should be reordered in the Purchasing Wizard and the Warehouse Stock List - Restock Requirements report, as well as whether an item should be included when creating an inventory transfer based on Min/Max restock requirements.
6/5/2003		Equipment List Report		Added customer name and address to the list of exported fields (print to file).
RELEASE 1.4.1.76 6/5/03
6/4/2003		Commissions Summary report		Added Department and Pay Item to the report. Also added Department and Pay Item as group and sort by options.
6/3/2003		Employee List report		The date ranges were not working - it would always say 'Nothing to report'. The terminology on the date range entries (Before and After) was confusing, inconsistent, and backwards. Changed to From and Thru. The check boxes for work schedule were not correct. All days were always checked for all employees.
RELEASE 1.4.1.75 6/3/03
6/3/2003		Payroll Deferred Wages report		The report was showing an incorrect value for non-regular wages.
6/3/2003		Phase Type reference book		Changed the column title for description from Description to JobTypeDesc so that is clear that it is the description of the selected job type, not a phase type description.
6/3/2003		Payroll		Sometimes when displaying time as HH:MM, a time would display with MM=60, such as 7:60. This has been corrected to read properly as 8:00. Corrected for rounding errors in the calculation of regular rate and overtime rate, which is based on the regular rate.
5/30/2003		Call Center / Call Calendar		The setting to include Saturday and/or Sunday in call calendar was not being remembered.
RELEASE 1.4.1.74 5/30/03
5/30/2003		Project Work in Progress report		Added the project description next to the project phase number when grouping the report by phase type or department.
5/29/2003		Zip Code Search Length		Zip Code Reference Book A 'Search Length' feature has been added to the Zip Code Reference book. This enables zip code matching/searching based on 'code prefixes'. For more information on using this feature, click here.
RELEASE 1.4.1.73 5/28/03
5/28/2003		Call Center		The Daily Call (horizontal) view would cause 'Not enough storage is available' errors, typically when viewing a large number of employees. The drawing of the view has been improved to make more efficient use of system resources (memory).
RELEASE 1.4.1.72 5/28/03
5/28/2003		Sales Tax report		When using the Group By Sub-code option, occasionally the taxable and/or non-taxable sale subtotals were not correct.
5/27/2003		Check printing		Since version 1.4.1.63, the alignment of information on printed checks was not correct. If you had made changes since 1.4.1.63 to your check alignment in an attempt to compensate for the problem, you will need to re-align again now.
5/27/2003		Call Center		On occasion an error would occur when using the Daily Call (horizontal) view and attempting to drag an unassigned call to an employee. This problem may have been a result of a change in version 1.4.1.65 that corrected a memory leak.
RELEASE 1.4.1.71 5/22/03
5/21/2003		Call Center		It was possible to cause the employee header panel in the Daily Call (horizontal) view to become too small so that the load hours and/or the class/type/skill bitmap would overlap the employee code. Made a change to the Daily Call (horizontal) view of the Call Center in order to improve graphic resource usage. More employees can now be displayed before running into resource problems.
RELEASE 1.4.1.70 5/21/03
5/20/2003		Payroll, QB2003 Export		Salary items were not exporting with the "S-" prefix. The message regarding 'extended export' was being displayed for each export when it should only be displayed for the first two exports.
5/20/2003		Inventory Valuation reports		Added an option to select whether to include Valued and/or Non-valued items in the valuation reports. This can be useful for consignment situations where it may be necessary to get the inventory value of non-valued parts for making manual journal entries for inventory adjustments.
5/19/2003		Payroll, QB2003 Export		Extended exports were including labor items from pricebook, not just pay items.
5/16/2003		Purchase Orders		When changing job number by typing and pressing tab, it was possible to get an error that terminated SuccessWare.
5/14/2003		Payroll Export, QB2003		Subcontractors were being included and giving errors during original or extended exports.
5/14/2003		ISL Flat Rate Book (Printing)		Expanded code field and added option to select either a 12 or 10 point font size to accommodate longer than normal item numbers.
RELEASE 1.4.1.69 5/13/03
5/9/2003		Project Management		The Work in Progress report would include finalized jobs whose last date of actual activity was on the As Of date for the report. It will now include them only if there was activity after the As Of date.
5/9/2003		Payroll, QB2003 Integration		Attempting to export the first payroll period was failing with the error ‘Cannot perform this operation on a closed dataset’.
RELEASE 1.4.1.68- 5/9/03
5/9/2003		Agreement		Correct some quirks that could arise when editing an agreement if, after entering into the visit schedule grid, other changes within the agreement were attempted before completing the entry of the current visit schedule item.
5/9/2003		Project Management		Since version 1.4.1.65, clicking to refresh the project summary on the Phases page of a project would fail with a 'Field not found' error.
5/8/2003		Call Taking		Call Taking was not setting up the invoice for the new job with the selected billing account's payment terms.
5/8/2003		Vendor Invoice		In version 1.4.1.23, an attempted fix was made that would prevent adjusting A/P invoices if they had additional allocations, which could cause check remittance reports to become invalid and, if discounts were taken, A/P would become out of balance with G/L. This change was not working properly and has been fixed.
5/8/2003		Scheduling Assistant		The form would lock up if one of the employees being displayed for selection had a miscellaneous timecard assignment, rather that a job assignment, as the assignment prior to, or subsequent to, the time slot for the call being assigned.
5/8/2003		Call Center		When scheduling visits by dragging from the Visits panel onto the schedule and the visit was dropped on a miscellaneous timecard assignment, the system would attempt to add the visit to the timecard assignment, which would fail. Now when a visit is dropped on one of these assignments, it will be ignored, and a new call created.
5/7/2003		Agreement Manager		In the Periodic Invoices view, the Paid/Unpaid filters were not properly reflecting payment made through accounts receivable.
RELEASE 1.4.1.67- 5/6/03
5/6/2003		Timecard		The timecard was allowing overlapping entries to be made for employees. There is an option to allow this for subcontracted employees, but it was intended to never allow overlaps for true employees.
5/6/2003		Agreements		When entering committed/converted agreements, an automatic billing transaction entry was not being made for Service Deposit Billed unless there was also a Maintenance Deposit entered on the agreement.
5/2/2003		Timecard		Job-related timecard entries were showing the underlying job ID in the comment column of the timecard, and which was not the correct job number for project jobs, or for regular jobs when the job number had been changed by the user.
5/2/2003		A/R Invoice, Agreement		When attempting to create multiple agreement activating line items on an invoice, sometimes when selecting 'New Agreement' the agreement form would display with one of the other agreements showing, instead of showing a blank screen for a new entry. Once in this situation, it would have been necessary to close the customer/agreement/invoice and re-open the invoice in order to make another new agreement line item entry on the invoice.
5/1/2003		Call Center		Fixed a program bug that would cause a loss of memory under certain conditions, such as switching between the Daily Call (horizontal) view and the other graphical views (Daily Assignment view and Weekly Job view), or re-setting employee filters or re-sorting employees while in the Daily Call (horizontal) view.
RELEASE 1.4.1.66- 5/1/03
5/1/2003		What’s New		When viewing What’s New (this document) the form caption was incorrect. It was showing 1.4.0 as the version instead of 1.4.1.
4/30/2003		Income Statement - Multi-departmental		On some printers text in both the left and right hand margins of this report would get truncated.
4/30/2003		Agreements		When creating a renewal, the payment method was being copied from the old agreement, but not the underlying payment type. This would cause problems ('Invalid payment type' message) when trying to reconcile the cash box after posting periodic invoices with payments applied, unless the payment method was reentered or reselected on the agreement before activating the agreement.
4/29/2003		Call Taking		When creating a new job, if the Job Type was typed in rather than selected from the list, the department for the job/call was not being preset based upon the job type.
RELEASE 1.4.1.65- 4/29/03
4/29/2003		Call Center		Fixed a program bug that was causing a loss of memory each time the call center refreshed. This only affected the Daily Call (horizontal) View.
4/28/2003		Pricebook - Product Guide report		Added an option to print the Product Guide / Wholesale Costs report showing average costs, in addition to standard costs. Previously the report showed only standard costs.
4/28/2003		Call Progress		When a call had more than one assignment and any assignment other than the first assignment was being completed, the first assignment on the call would also be completed (erroneously) by the system after clicking OK.
4/25/2003		Work in Progress report - Pct Completion		When making percentage of completion adjustments, the Factor columns (Original and New) were not formatted properly to fit the columns in the grid.
RELEASE 1.4.1.64- 4/25/03
4/25/2003		General		If a database transaction does not complete successfully, the application will now be terminated in order to prevent any database blocking which can cause lockups on other workstation accessing the same database.
4/24/2003		Project Estimate Detail report		The report was including quantities from certain non-labor cost entries in labor hours totals.
4/24/2003		Work in Progress report		Modified the calculations so that earned revenue cannot exceed the revised contract amount.
4/23/2003		Marketing		Added Location Referral Comment to the list of available fields when exporting a marketing list to a text file.
RELEASE 1.4.1.63- 4/23/03
4/22/2003		Checks		Added new format 'D'. This is same as 'A' with memo one line higher.
4/22/2003		Payroll Manager (QB2003)		Added feature: 'extended export' which includes all pay items, accounts, employees; even those active items that are not included in the period being export. This option is to ensure all information is exported to QuickBooks for preparation of employee YTD info.
4/22/2003		Agreement		Since version 1.4.1.60, attempting to terminate a maintenance only agreement would fail with the message 'Cannot charge to this agreement...'.
4/22/2003		Company Setup		Since version 1.4.1.59, when setting up new company thru QuickStart, the error "At beginning of file" would occur when clicking 'save'.
4/22/2003		Multi-departmental Income Statement		In order to fit as many columns as possible on the page, the percent of net sales column was made rather narrow. Very large percentages due to a very small net sales amount would not show properly. Now if the percentage calculated is greater than 999, the column will show '>999', instead of a truncated number.
4/22/2003		A/P Invoice List report		Added an option for selecting only invoices with tax paid, only invoices with no tax paid, or both.
4/21/2003		Receivables Manager		Added First Name and Company Name to the Invoices and Pmts views of the Receivables Manager.
4/21/2003		Sales Invoice Items and Invoice Item Detail reports		Added Tax Code to the group and sort options.
4/21/2003		Vendor Invoice		When entering a Purchase order number on a vendor invoice, if the PO was closed, the message would state that the PO was canceled. It will now properly report that the PO is closed.
4/21/2003		Call Progress		If a Windows regional setting was established that uses a dd/mm/yyyy date format, such as English(Canada), entering times in Call Progress would fail with the error: 'not a valid date and time'.
RELEASE 1.4.1.62- 4/18/03
4/18/2003		Purchasing Item List Report		Removed borders from barcode printing version of report to produce better scanning capabilities.
RELEASE 1.4.1.61- 4/18/03
4/17/2003		Balance Sheet report		Changed report heading to show the report 'As of' date (end date of the period selected), rather than the date range of the period selected.
4/17/2003		Equipment Form		Added a new field, EqSystem (System), in grid and edit panel. The System field can be used to group the equipment in logical groupings: system 1, system 2, etc. Also order by in the query. Added Group and Sort by the new System field to Equipment reports.
4/16/2003		Call Taking		If a phone call was started using a "IsSaleEst" job class, then the reason code was changed to a Concern or Other reason code, the Sales checkbox would remain checked and the Phone Call report would still see them as Sales calls.
4/16/2003		Phone Call report		Added the Ended By (Posted By) username to the report. Added Ended By as a group/sort option.
4/15/2003		Call Center		In the Call Info panel, added a toggle to allow the display of Job Instructions or Lead Notes when a sales job is selected. Click on the Job Instructions caption to switch the notes displayed.
RELEASE 1.4.1.60- 4/15/03
4/14/2003		Agreement / A/R Invoice		Added an extra validation that all required information has been entered on the agreement when attempting to post an invoice for a new or renewal agreement. Added an extra validation that the agreement has coverage for service when attempting to post a charge agreement invoice.
RELEASE 1.4.1.59- 4/14/03
4/14/2003		AR Invoice List report		Modified to export invoice item detail in comma delimited file format (expand detail).
RELEASE 1.4.1.58- 4/10/03
4/9/2003		A/R Invoice List report		Added option to print invoice item detail to file when expand detail is checked.
RELEASE 1.4.1.56- 4/8/03
4/8/2003		Billing Account History		The aging calculation in the statement view of Billing Account History was inconsistent with the aging calculations elsewhere in the system when Minimum Finance Charge Days in General Setup was set to anything other than 30 days.
4/8/2003		A/R Invoice		It was possible to enter extra digits of precision when entering sales tax or payment amounts. These would create receivable entries also with extra precision which would result in a reported out of balance with G/L even though the out of balance amount would be $0.00.
4/8/2003		Agreement Manager		Made a change to reduce the likelihood of scrolling problems in the grid where only one column will scroll and the rest of the grid remains static. Note that this problem can occur in any grid that has invisible columns and there is no fix for the problem at this time. If this should occur, changing the width of the window will correct the problem.
4/8/2003		Comm Center		When paging using PageRunner the system would try to send the message to all employees assigned to a call even those that are not paging enabled. Now the non-pageable employee will not be checked to receive the message when the Comm Center form displays.
RELEASE 1.4.1.55- 4/7/03
4/7/2003		Call Progress		Sometimes a call that was in a verified/posted payroll period could not be closed even though all of the assignments were completed. Specifically this would occur when the call had multiple assignments for the same tech and the assignments had scheduling conflicts. These scheduling conflicts are now ignored when the assignment has actual times on it (dispatched, arrived, or completed).
4/7/2003		Inventory Physical Count		Occasionally posting a physical count would fail with the message 'Debits <> Credits'. This was caused when the value of an item was changed in such a way that resulted in an increase in quantity, but a decrease in value (or a decrease in quantity with an increase in value).
4/7/2003		Trial Balance Report		When expanding departments, the Print to File option will now create show a breakdown by account and department, instead of just account number.
4/5/2003		Job Tag Manager		After making an entry the grid would shift and a different item would be focused than the one selected. The grid will still shift, but the item selected will be the item focused after the shift.
4/5/2003		Call Progress		The lookup for call status was disabled once the call was closed, but the status could still be changed by typing in a value. The lookup now functions, too.
4/5/2003		Reference Library / Phase Type Reference book		(SQL Server only) An error would occur when trying to add Phase Types.
4/5/2003		Call Taking / Call Center		Jobs created through call taking would not show up in the 'J'obs grid of the call center until some sort of modification was made to the call either in the job form or in the call center.
4/4/2003		Equipment Reports		Added Group/Sort by equipment Condition. Added Condition filter to Equipment List Report
4/4/2003		Invoice Item Detail Report		Added group/sort by Department.
4/4/2003		Check Register report		Since version 1.4.1.50, some items were being incorrectly excluded from the report.
4/3/2003		Balance Sheet		Subaccounts with a zero balance (deactivated, etc.) are now eliminated from the report when expanding subaccount information.
4/3/2003		Project Manager		Added a grid report option.
RELEASE 1.4.1.54- 4/3/03
4/2/2003		Warehouse Stock List / Pricebook Item List report		Changed description field to a label instead of memo for Bar Code Printing.
4/2/2003		Pricebook Item List Report		Changed font for the bar code description to Arial – the bar code description sometimes wasn't printing.
4/2/2003		Warehouse Stock List Report		Added option to print Bar Codes (other than labels)
RELEASE 1.4.1.53- 4/2/03
3/21/2003		Open Payables, Open Receivables reports		Modified the wording of the balance calculation method selection to be less confusing. Changed the default value for balance calculation method to be 'Balances as of Report End Date'. The balance calculation method selection was not printing in the heading of the report.
RELEASE 1.4.1.52- 3/21/03
3/21/2003		Purchasing Wizard		Item lists created from tasks that had a space character in the task item number would result in an empty item list. Problems would also occur for warehouses with a space character in the warehouse number.
3/20/2003		Call Taking, User abilities		Created new user ability for Create New Job separate from Modify Job. If a user does not have Create New Job ability, the user will not be able to post a phone call for Service, or create a new job from the customer form.
3/20/2003		Project Estimate report		The report was not including negative sale estimate amounts, either for original estimates, or for change orders (revised estimates).
3/19/2003		Employee List report		The report was not handling new pages very well. Depending on when the page break occurred, employee information would print at the top of the next page without the employee's name. Now if all of an employee's information cannot fit on the current page, the employee will begin printing at the top of the next page.
3/19/2003		Timecard		Performance improvement. The delays after selecting Modify or Accept have been significantly reduced.
3/18/2003		Timecard		When entering job related time into the timecard, the system would not allow a call to be created in order to make the assignment when other scheduled calls were present for the job. It was designed this way in order to make sure that new calls were not being created when instead other calls should have been rescheduled. The system still issues a warning message, but allows the entry to be made anyway, in order to streamline processing.
RELEASE 1.4.1.51- 3/18/03
3/17/2003		A/R Invoice, Receivables		There have been occasional occurrences of invoices showing up duplicated on the billing account. Made a change in an attempt to prevent one possible cause of this situation that could have occurred when adjusting an invoice. In addition, when posting invoices, an extra check is now being made to detect whether the invoice already shows an active receivable. If one is found, posting is canceled, preventing duplication of the invoice on the billing account. Currently, manual intervention by SuccessWare support is required to correct the situation, if it has already occurred.
3/17/2003		A/R Invoices, A/R Invoice Sales reports		Additional job invoices created in the invoice form were not getting initialized with the proper invoice type, causing the filter for invoice type - job, project, agreement, or counter sale - to work incorrectly on A/R Invoice Sales reports.
3/17/2003		Call Taking, A/R Invoice Sales reports		Invoices for jobs created from call taking were not getting initialized with the proper invoice type, causing the filter for invoice type - job, project, agreement, or counter sale - to work incorrectly on A/R Invoice Sales reports.
3/16/2003		Pricebook Item List report		Added prices for flat rate (Bar code Printing).
3/15/2003		AP/Item Distribution Report		Added option for Variance Report (Billed Amount vs. Expected Amount)
3/15/2003		Account Register		It was difficult to determine on which bank deposit a particular payment was included. You can now right-click on any payment in the cash box that has been deposited and Preview Deposit.
3/14/2003		Payroll Reconciliation		When switching from in-house to payroll service reconciliation and vice versa, the IsEmployerManaged flag on deductions and expenses was not always being set appropriately (all deductions and employer expenses must be employer managed when doing payroll in-house).
3/14/2003		Agreement Manager		Added a column to the Periodic Invoices view that shows the current balance for posted invoices, including payments made through accounts receivable.
3/14/2003		Vendor Payments		When making a vendor payment from accounts payable, the check form was allowing a check to be printed when the payment was a debit or cash payment.
3/14/2003		Account Register		The system would only allow a vendor remittance report to be printed for vendor checks. Now it can be printed for any type of vendor payment.
3/14/2003		Calls report		Added the ability to sort and group the report by job number.
3/14/2003		Payables Manager		There was no explicit order specified for the list of invoices created from a recurring template. They are now sorted by invoice date.
3/13/2003		Customer History		The Print option on the Concerns grid was not working. It would display an 'Operation aborted' error.
3/13/2003		Call Taking		It was possible to receive the error "type mismatch in criteria expression" when accessing the equipment, warranty, and/or agreement menus from the directions panel. The warranty menu was not showing the correct piece of equipment with the warranties.
3/13/2003		Payroll		When set up to reconcile with a payroll service, newly created periods were not being set up properly for reconciliation.
RELEASE 1.4.1.50- 3/12/03
3/12/2003		Check Register report		Added options to print the report based on payee name and comment information.
3/12/2003		PO report Form		Added VendorNo and Name to PrintToFile setup.
3/11/2003		Payroll Setup		It was not possible to turn off import options. They would appear to be turned off, but when payroll setup was opened again, they would be back on.
3/11/2003		Payroll Setup / Reconciliation		Modified so that payroll periods can be reconciled with information provided by a payroll service. When using a payroll service, reconciliation will not post individual employee checks, but will optionally post the payroll service disbursement(s).
3/10/2003		Job Summary report		Corrected spelling of the word Average.
3/10/2003		Price Book Item List report		Added an option to print bar codes.
3/10/2003		AP Invoice List report		Added filter for Affiliation and set up the report for print to file.
3/7/2003		Reference Library, IC Adjust Codes		When printed from the reference library, the IC Adjust Codes book would include all adjustment codes including a/r, a/p, cb...
RELEASE 1.4.1.49- 3/6/03
3/6/2003		Payroll QB2003 Export (beta test)		Fixed error when exporting "GROUP BY conflict with DISTINCT". Changed references to QuickBooks99 to QuickBooks2000.
RELEASE 1.4.1.48- 3/4/03
3/4/2003		Material Requisition		Fixed the spelling of 'requisition' in the form caption.
3/1/2003		Project Management - Work in Progress report		The 'Update cost & sales tracking activity' option was not using payroll miscellaneous wages when determining the earliest and latest dates of financial activity.
3/1/2003		Project Management - Work in Progress report		Changes to significantly improve the speed of the report.
RELEASE 1.4.1.47- 2/28/03
2/28/2003		Project Management - Work in Progress report		Added the ability to group phases in the report by phase type or department. Added the ability to get totals only on the report.
2/27/2003		Sales Tax report		There was an unnecessary, unlabeled field showing in the group and final total sections of the report. Removed it.
2/26/2003		Sales Tax report		On some printers, the page count and the Balance Due column may have been truncated or wrapped around to the beginning of the next line.
2/26/2003		Trial Balance report		Transaction detail is sorted by date, but sometimes the order of the items for a particular date would be different between reports printed at different times.
RELEASE 1.4.1.46 - 2/24/03
2/24/2003		Inventory		It was possible to delete a warehouse which had posted receipts, but where the vendor invoice was unposted. Once this occurred, it was no longer possible to either post the invoice, or adjust the receipt.
2/24/2003		Calls Report		Added fields for Print To File.
2/24/2003		Printed Agreement Renewal Notice		Added a calculation for tax on the total agreement price. The notice already had the calculation for deposit due.
2/24/2003		Call Center		Occasionally an assignment in the call center would display the folder icon indicating the assignment was completed event though it had no completed time.
2/24/2003		Agreement/Invoice		When creating or opening an invoice from a particular agreement, the invoice would display to the right, and down on the page, hiding the buttons at the bottom of the form when using 800x600 screen resolution. The invoice is now positioned higher on the screen.
2/24/2003		Part List report		Added options to sort/group by Manufacturer Part/Model Number and Update Item Number.
2/24/2003		Payables Manager		The balance shown for invoices in the bottom grid of the recurring invoices view was not reflecting subsequent payments. The amount fields in the bottom grid of the recurring invoices view were not formatted properly as dollars and cents.
2/24/2003		A/R Invoice (Enter Cost / Cost Plus screen)		Added the 'Commissions for job...' option to the pop up menus. Added hints for several buttons that did not have them: 'Commissions for job...', 'Import from timecard(s)...', and 'Import requisitioned parts...'.
2/24/2003		Miscellaneous Wages		When entering miscellaneous wages for a piecerate employee or entering commissions for jobs, the pay items allowed for selection are limited to certain pay item types. But if you modified the pay item book, you could add a pay item of a different pay type, and then select it, and save the misc wage entry. When saved, the item would disappear from the screen since it did not have a valid pay item for the current mode of entry. Addition of pay items is now limited to the pay types allowed for selection.
2/21/2003		Timecard report		On some printers Page 1 of X and the Employee Status Totals column were cut off at the right margin.
2/21/2003		Payables Manager - Pending Payables Reconciliation, Pending Payables Transaction report		Pending payables balances were being reported for receipts that had been posted prior to the G/L inventory activation date. This was incorrect since these receipts did not generate pending payables G/L transactions, and it is not expected that pending payables opening balances would be posted into the general ledger.
2/21/2003		Payables Manager		The error 'Field IsOnHold not found' would occur after making a payment from the Posted view of the Payables Manager, but only when the query for Posted items had not been activated yet.
RELEASE 1.4.1.45 - 2/21/03
2/20/2003		Pay Bills		Occasionally the error 'Field AP_VendorID cannot be modified' would occur when posting checks after printing. This seemed to occur with more frequency when using a SQL Server/MSDE database.
2/18/2003		Agreements/Invoices		Invoices for jobs created from agreement visits were not being set up with the billing account's payment terms, or the location's tax code or print format. Invoices created for agreement billings were not being set up with the billing account's payment terms, or the location's tax code.
RELEASE 1.4.1.44 - 2/17/03
2/17/2003		Agreement		If a problem occurred while making a reserve adjustment and the transaction was rolled back, the agreement was being left in edit mode, leaving open the possibility that changes could be made to the agreement that should not normally be changed.
2/17/2003		Payroll Import Export / QB2003		Added option for exporting commissions as hourly, as rate only, or not at all. QBLink was stuck on first period for importing. It was not marking the period as imported, after import was successful. The employee Mod request was looking at the wrong xtr file, it was using employeeModSetRq instead of EmployeeModRq. Modify QB import of Commissions as hourly to have names prefixed by a 'H-' indicating it is a commission as hourly item so as not to conflict with existing commission pay items already imported into QuickBooks.
2/12/2003		Sales Lead Tracking report		Modified the use of the Sold Date filter to allow flexibility in specifying a sold date range, but still include open estimates, if desired.
2/10/2003		Purchasing Manager, Part Item Detail		Made some modifications to the editing of vendor part information, particularly with what occurs when an exception occurs, such as when attempting to add a duplicate item/vendor combination.
2/10/2003		Payroll Period Summary report, Wage Source report		Added the ability to print these reports using decimal format for hours.
2/10/2003		Pay Bills, Write Check		If the amount to pay or the discount amount was typed in manually, extra digits of precision could be typed in. These extra digits would be saved in the database even though they were not displayed and would get posted into the check register, eventually causing the inability to finish reconciliation because the system would think that the account did not balance.
2/7/2003		Write Check		When printing/posting a vendor check, clicking the Print button could on occasion result in a 'Cannot focus a disabled or invisible window' message. At that point the only way to get the check printed was to cancel and re-enter the check.
RELEASE 1.4.1.43– 2/7/03
2/6/2003		Billing Account History		G/L Review for an invoice receivable was not showing transactions relating to deferred revenue for agreement related invoices.
2/6/2003		Payables Manager		When a new recurring invoice template is created from the Payables Manager, there is no last due date. The Manager was displaying this as 12/30/1899 in the LastDue column. It will now display blank. The LastDue column was wider than necessary.
2/6/2003		Account Register		After voiding a transfer transaction, the balance on the other account affected by the transfer was not being recalculated, until another new transaction was added to that account.
2/6/2003		Vendor Invoice		User entered tax amounts entered with more than 2 decimals precision would continue to carry the extra precision even though it was not displayed on the screen. This would sometimes cause rounding problems and the error 'Debits<>Credits' when attempting to post the invoice. Tax amounts are now always rounded to 2 decimals.
2/5/2003		Reference Library		If the system supplied 'MISC' check distribution code or the system supplied 'REFUND' or 'FINCHG' A/R adjust codes were missing, the system would attempt to add them when either book was first opened. However, insertion of the new record was failing with 'invalid boolean value' message.
2/4/2003		Call Center		Sometimes immediately after selecting 'Show group captions' for the sorting/grouping options in the horizontal view, the same group caption would be inserted into the view multiple times.
RELEASE 1.4.1.42– 2/4/03
2/4/2003		Call Progress		Modified the reporting of timecard conflicts to be more descriptive when reporting conflicts with non-job related timecard entries. Added the exception error message to the event log entry that is made in one situation where 'Call progress/timcard updates canceled [B]' might occur.
2/4/03		Timecard		When making an end of day ('DayEnded' timecard status) timecard entry, the system was not making NTC entries for the gap leading up to the end of day punch out. When making an end of day ('DayEnded') timecard entry for a previous day, the system was incorrectly requiring a TimeOut entry for the end of day punch out.
2/3/2003		Agreement List Report		Added options to run by Sale Date, Start Date or End Date.
2/3/2003		Pricebook Import		(SQL Server only) After importing a pricebook, formatting of the printed pricebook (Group Description) was not quite correct since text fields were getting padded with space characters during the import. It was previously possible to run more than one copy of the pricebook import at a time. There would be no reason for this, so it is now prevented.
RELEASE 1.4.1.41– 2/3/03
2/3/2003		Check Register report		If the drop down for Transaction Type was selected before ever activating the Item Type drop down, the list would be blank. In addition, after making a selection for Trans Type, it would be cleared whenever tabbing through the Item Type field. Now it will only be cleared if the Item Type is changed.
2/3/2003		Printed Work Order		Since version 1.4.1.28, the job contact field was not printing in its entirety.
1/31/2003		Vendor Invoice		In the vendor invoice, if you went back to Pmt Review after posting an invoice, the form would go into edit mode with the check number field empty. Then if Save Changes instead of Cancel was selected, it would say 'enter a valid check number' even though a valid check number had been originally entered for the payment. Then, after you clicking OK, an Application Exception, 'cannot focus a disabled or invisible window' would occur. Pmt Review will no longer cause or allow any of this to occur.
1/31/2003		Service Location List report		Added a sort option for Last Name / Company Name.
1/31/2003		Receivables Manager		Added a first name column to the Receivables Manager.
1/30/2003		Pay Bills		When multiple items appear on the same date for the same vendor, sometimes the order of the items would change after selecting or unselecting each item to pay.
1/30/2003		General Ledger posting		In order to be more informative, "G/L" was added to several error messages returned when posting to G/L fails - e.g. "Account is not active" not reads "G/L account is not active".
RELEASE 1.4.1.40– 1/29/03
1/29/2003		Inventory Transactions report		Items from returns and adjusted requisition were not showing up on the Inventory Transactions report when a specific job number was requested in the report interface.
1/29/2003		Management Comparison report		The report would fail with 'Too few parameters' when using the Revenue Collected option by Salesperson.
1/28/2003		Job Manager		Added a menu option that will allow completion and closing of jobs that had been entered, but never had call progress times posted. After selecting the 'Close old backlogged jobs', enter the desired cutoff date for processing. Note that this function can take a long time depending on the number of backlogged calls to be processed.
1/28/2003		Purchasing Wizard		The Open, Delete, and Properties menu options are now disable when no item lists have been created.
1/24/2003		Grid reports		Grid reports now format currency fields properly with two decimal places.
1/24/2003		Call Center		The customer navigation keys (F2 thru F11) were not working when a visit was selected in the visits grid. The call information panel was not displaying the location notes, or job instructions if it had been scheduled, when selecting a visit in the visits grid.
1/24/2003		Call Center - horizontal view only		Changed the menu option that controls whether group captions display from 'Group captions' to 'Show group captions'. Changed the default setting for 'Show group captions' from false to true.
RELEASE 1.4.1.39– 1/24/03
1/24/2003		Call Progress/Call Center		The call center was not automatically refreshing after making the following changes in call progress when progress times were not modified: completing a call, uncompleting a call, adding or removing an employee.
1/24/2003		Call Progress		Added the ability to complete a call without adding assignments and call progress times. This can be useful for completing and closing project phase jobs that were created solely for the purpose of adding opening balance project cost, or for completing and closing jobs that took place in previously posted payroll periods.
1/22/2003		Comm Center - Configuration		Since version 1.4.1.36, the paging fields were automatically sorted alphabetically and it was not possible to rearrange the order.
RELEASE 1.4.1.38– 1/21/03
1/21/2003		Account Register		The first reconciliation of a bank account would default to a date of 1/31/1900. It will now be left blank.
1/21/2003		A/R Invoice List report		Modified the 'Only Unposted' option to include invoices that are currently in the Adjusting status.
1/21/2003		Invoice Manager		Modified the Post view (invoices that need to be posted) to include posted invoices that are currently in the Adjusting status.
1/21/2003		Job Summary Analysis report		The report was not sorting based on the Sort criteria entered/selected.
1/21/2003		Call Taking		When taking a call the payment method will now default to the payment method for the billing account assigned, like it does when a new job is created from the Customer form.
1/21/2003		Agreement Manager		The popup menu to select a new view had a duplicate 'Renewals' option. If selected it displayed the 'Amortize' view. This is a future enhancement and should not have been visible.
1/20/2003		Pricebook import		The Pricebook Import would not take ‘No’ for an answer when attempting to Cancel. When the Cancel button is clicked the 'Cancel import? Yes, No' dialog displays. If you tried to select No to continue the import, the 'Cancel import? Yes, No' dialog would display again over and over.
1/16/2003		Vendor History		Vendor History was incorrectly showing some payables as "On hold" in the comment panel below the grid when they were not really on hold.
RELEASE 1.4.1.37– 1/16/03
1/16/2003		Call Taking		(SQL Server only) When taking a call for an existing customer and the existing location had location notes longer than 255 characters, posting the phone call would sometimes fail with the message 'Post phone call failed'. On some other occasions, the notes would get cleared instead of updated.
1/16/2003		Location History report		The report would always say 'Nothing to report' when reporting on archived history and using a specific Location Source.
1/14/2003		Reference Books, Item Search		Corrected the cause of occasional access violation errors when using pop up reference books or the item search form.
RELEASE 1.4.1.36– 1/14/03
1/14/2003		Utilities		The update zone colors and update tax codes utilities were ignoring the location's city, and would therefore sometimes assign the wrong zone or tax code to certain locations.
1/10/2003		Project Estimate Detail report		The report was not including timecard entries that had been marked nonIsRegOT.
1/10/2003		Paging Configuration		Inactive employees will no longer show up when configuring pageable employees in the Comm Center. The up/down arrow buttons are no longer visible since they had no purpose.
1/10/2003		Sales (Job) Summary		Removed some extraneous text from a couple of labels on the screen.
1/10/2003		Project Billing Schedule		If the Phase Type for a billing schedule item was typed in instead of being selected from the pop up menu, the entry was not being validated and saved.
1/10/2003		Employee Setup		Sometimes Employee Setup would show that payroll setup for an employee was complete when there was no pay period selected. This was happening for new employees when there was not a weekly pay period.
1/9/2003		Payroll Period Summary report		The report was printing negative hours as just "-".
1/9/2003		Payroll		The Miscellaneous Wage form was not properly converting and formatting the entry of negative hours.
RELEASE 1.4.1.35– 1/09/03
1/9/2003		Printed Vendor Checks		The vendor's address was not printing if the address 2 line was entered for the vendor.
1/9/2003		Call Center		Since version 1.4.1.30, in the vertical view of the call center, it was not possible to modify the duration of an assignment that was dispatched or on site. This was not a problem in the horizontal view.
RELEASE 1.4.1.34– 1/08/03
1/8/2003		Project Estimates		Previously the system would not allow the project estimate to be locked if any phase had no cost or sale estimate recorded. Now the user is warned about this situation, but is allowed to override and lock the estimate anyway.
1/8/2003		A/R Invoice List report		Added a column indication whether the invoice had been voided.
1/8/2003		Payroll export		If the ExActivitySetup.iif file exported from QuickBooks was created or updated incorrectly, exporting of the payroll period would fail with no useful diagnostic information. Added a message that will display when this happens.
1/7/2003		Payables Manager, Pending Payables Transactions report		Reconcile Pending Payables was reporting incorrect pending payables balances if splits had been used for inventory purchases. This was also causing incorrect balances to be reported in the Pending Payables Transactions report.
RELEASE 1.4.1.33– 1/07/03
1/6/2003		Pricebook		Expanded Code field on Pricebook report.
RELEASE 1.4.1.32– 1/06/03
1/4/2003		Purchasing Wizard, Item Lists		Lists that has properties configure to ship/receive to job were still requiring a warehouse no. If shipping/receiving to job, line items no longer require a warehouse number.
1/3/2003		Income Statement		Modified the interface to be sure that the department selection list is always ordered by department code.
1/3/2003		Purchasing Wizard Item List Properties		Corrected the spelling of "Address".
1/2/2003		Sales Analysis report		The date pop ups for the Customer Added date range were not working. They were putting the selected values into the Taken Date range.
1/2/2003		Inventory		When trying to post an inventory transaction and a problem was detected that would prevent posting, sometimes the message was not being displayed.
12/31/2002		Pricebook		Clicking on codeset in the item grid would generate an error.
12/30/2002		A/R Invoice		If you had a job with a subcontracted employee, you would get a message regarding uninvoiced labor when posting the invoice, but there would be nothing available when attempting to import. It was not intended that subcontracted labor import as labor to the invoice since there will also be a payable for subcontracted labor (miscellaneous cost). The message will no longer occur when posting the invoice.
		General Ledger		Expanded the messages that prevent posting to missing or inactive periods to inform the user to check General Ledger Setup to correct the problem.
12/30/2002		Inventory Stock List report		Added Min Qty to the printed labels. Labels were already printing Max Qty.
RELEASE 1.4.1.31– 12/27/02 –Release Candidate
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.
12/27/2002		Pricebook		New report for printing ISL Flat Rate Book (ISL only).
12/26/2002		Pay Bills		Double clicking the Print Checks button instead of single clicking was causing 'Table is Busy' error, then possible access violation errors.
RELEASE 1.4.1.30– 12/26/02 –Release Candidate
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.
12/24/2002		Payment Methods/Payment Types		It was possible to deactivate or modify the system's predefined payment types. This would cause problems with cash box reconciliation and with filters in the Agreement Manager. These payment types can no longer be deactivated or modified. The user still has full control over what payment methods are available.
12/23/2002		Agreement Manager		Modified the grid column order in an attempt to prevent scrolling problems in the grid.
12/23/2002		Payables Manager		Under certain circumstances the payables manager would show the Vendors by Name popup screen after the search criteria had already been applied. For example, if you entered a few characters of the vendor name, and then pressed Enter which applies the search using the value entered, search results would be displayed. Then the Vendors by Name reference book would pop up. If a selection was made from the book, it would be entered into the vendor name filter, but the search was still performed using the initial entered text. Now once Enter is pressed to search, the reference book pop-ups are disabled until the filter fields are re-entered.
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 1.4.1.29– 12/20/02 –Release Candidate
12/20/2002		General		Since 1.4.1.26 the system had a problem generating unique ID's for new records causing frequent errors.
RELEASE 1.4.1.28– 12/20/02 –Release Candidate
12/19/2002		Counter Sales		When entering counter sales, the tax code for the invoice was defaulting based upon the location selected. This was not correct because sales tax should be based upon the point of sale, not based upon the customer's address. The cash box now has a Tax Code field that will be used as the default tax code for counter sale invoices for "non-counter sale" locations. The system will still use the tax code from the location, however, if the location is a "counter sale" location.
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.
12/17/2002		Income Statement report		Added the text "click here" to the label for the Departments field. It was not apparent how to activate the department selector window otherwise.
12/17/2002		Work Order report		Added the job lead source reference to the report.
RELEASE 1.4.1.27– 12/17/02 –Release Candidate
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.
12/16/2002		Call Taking, Job Form, Project Form		The field "LeadSourceRef" has been added to the project/job. In Call Taking, when the job is created, the lead source and the lead source reference are carried over to the job. This field can also be modified from the job form by editing the job, then right clicking and selected 'lead source reference'. The field can also be modified in the project form for multi-phase projects on the setup page.
12/16/2002		General Ledger		When adding a fiscal year prior to current ones or modifying a period's end date, it was possible to generate a situation where report balances would compile incorrectly requiring a Force recompile in order to correct the balances. The force recompile is now automatic in these situations. If G/L opening balances were outside the range of any fiscal years that had been set up, report balance compilation would repeat endlessly for the first fiscal period that had been set up.
12/13/2002		Call Center		The Call Center will now save the customized sizes set for the Location Notes and Job Instructions panels at the bottom of the screen.
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 1.4.1.26– 12/11/02 –Release Candidate
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.
12/11/2002		Project Estimate Report		Actual cost/sales detail headings were not printing. Since version 141.20, actual sales may not have been showing up on the project estimate.
12/10/2002		G/L Journal Entry		Negative entries in debit or credit fields are not allowed. A message now correctly informs you of this.
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.
12/10/2002		G/L Transaction Review		Previously, inventory transaction sources (requisitions, returns, transfers, adjustments) could not be opened from transaction review; now they can.
RELEASE 1.4.1.25– 12/09/02 –Release Candidate
12/9/2002		Payroll, Misc Wage Manager		Retro indicator was changed to 'DEFERRED' and will show the base pay rate from the deferred period on which the premium rates for that period were based.
12/9/2002		General Ledger, Journal Entries		The journal entry form now lets you post to the master account of subaccounted accounts.
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.
12/7/2002		Pricebook, Pricing Setup		Added option to use greater precision when calculating margins. Selecting this option will allow 4 digit precision on profit and retail margins for closer approximations when calculating based upon other factors such as when entering a multiplier. Added an option to apply the retail margin to the labor sale only when calculating retail prices on tasks and items-as-tasks.
12/7/2002		Invoice form, Invoice Manager, Job form		Modified the caption on the Open Job... (F9) menu item to read Open Job (or Project)... (F9) so that it indicates that F9 can be used to open the project when focused on a project invoice or job.
12/7/2002		G/L Setup		Removed the A/R Discounts Given default account item - it had never been used.
12/7/2002		Reference Library		Added IsActive flag to Timecard Status, Call Reason, and Employee Type books for consistency with other books.
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.
12/4/2002		Inventory, Deleting transactions		The process of deleting transactions could be extremely slow on those transactions with thousands of items (i.e., physical counts). This process has been improved and is much faster now.
RELEASE 1.4.1.24– 12/04/02 –Release Candidate
12/3/2002		Project Billing		Project invoice would not post if a billing scheduled for a date after the date of the invoice being posted.
12/2/2002		A/R Invoice		The image on the Set Discount button now changes depending on whether the customer has an active agreement with a discount assigned. The image will appear as follows: 1. A green check mark means that Set Discount has already been used to assign a discount type and percent to the invoice. 2. A yellow exclamation mark means the customer has an available discount and the discount has not yet been assigned to the invoice. 3. No image means the customer does not have an available discount and a discount has not yet been assigned to the invoice.
12/2/2002		Sales Quote		When locking non-project related sales quotes, phase identification was still being validated before locking. Phase validation is no longer processed for non-project quotes.
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.
11/29/2002		Sales Invoice Items report		Added Customer Rating to group/sort.
RELEASE 1.4.1.23– 11/29/02 –Release Candidate
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.
11/27/2002		Call Taking		Added a scroll bar to the new Location Notes field. Added a mouseover hint to the Location Notes for identification fo the field. After using Directions and Eq (CTRL+D) and tabbing out of the panel, the cursor would continue to tab through the fields on the Directions and Eq panel even though the panel would not become visible again. It will now be necessary to press CTRL+D to re-activate the Directions and Eq panel, as was originally intended.
11/27/2002		Sales Invoices Report		Added Customer Rating to group/sort.
11/27/2002		AP Transactions Report		A Discounts Applied column has been added and totaled at the end of the report. This Discount Applied column will reflect discounts applied from payments. Note that the Discounts Applied will show for the payment posting date rather than the invoice date. The Discount Taken column remains and will show discounts taken on invoices. In addition, a box has been added at the end of the report showing the A/P Source Balance which is the Total Item Amount minus the Discounts Applied. This figure should match G/L for the A/P account in the same date range, even when Discounts Taken/Applied.
11/27/2002		Payables, Adjusting A/P Invoices		Previously users were allowed to adjust A/P invoices even if they had additional allocations. This often caused check remittance reports to become invalid and also, if discounts were taken, A/P would become out of balance with G/L. A/P invoice that have additional allocations (either manual or from a check other than that posted on the invoice) will no longer be allowed to be adjusted. These additional allocations must be removed by the user (manually for manual allocations, or void checks if necessary). This will ensure the user is aware of the actions of adjusting and can correct discounts take by posting new checks as well and help keep A/P and G/L in balance.
11/27/2002		Quick Start, Vendor Opening Balances		You can no longer delete opening balance entries that have addition allocations other than original payment posted with the entry.
11/27/2002		Call Info Panel		Added field labels to Location Notes and Job Instructions
11/26/2002		Project phases		Added a column that indicates whether or not the job is finalized.
RELEASE 1.4.1.22– 11/25/02 –Release Candidate
11/26/2002		Call Taking Form		Added Location Notes
11/25/2002		ODBC Aliases		ODBC Aliases have been renamed to facilitate separate alias names for each database. This corrects a possible error in MSSQL where the user would occasionally get the error “Record or key deleted” related to running multiple sessions on different company databases. This should now only be limited by resources.
11/25/2002		Inventory Transfers		Added the feature to build a transfer automatically based upon min/max restock requirements or transaction history/usage. To access the feature, put the transfer in edit mode, right click and select 'restock' from the popup menu.
11/23/2002		Call Taking Review		Added Title to Grid
11/23/2002		Sales Call Sheet		Added Title in report
11/23/2002		Opportunities report		Added Title (report and Grouping)
11/23/2002		Phone Call Report		Changed Sex column to reflect M(ale) F(emale) or nothing when neither.
11/23/2002		Dispatch / Call Info		Added Location Notes and Job Instructions-- Sizable
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 viewing 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		Phone Call report		Added Title to group/sort option
11/22/2002		Call Center, Customer		Added the display of customer title to the Customer form and the Call Center.
11/22/2002		Customers		Added a title field to the Location Details, Billing Account Details, and Call Taking. There is a new reference book, “Customer Titles”, for maintaining your own set of allowed titles.
11/22/2002		Call Taking		Call Taking was cutting off the First Name at 15 characters while the Location and Billing Account allowed 25 characters. You can now enter 25 characters in Call Taking, too.
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 1.4.1.21, 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.
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.'
11/20/2002		Project Manager		When opening a project, if it was locked by another user, SuccessWare21 was not displaying the usual lock message
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 1.4.1.21– 11/18/02 – Pre-release Beta
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.
11/15/2002		A/P Recurring Invoices		Invoices using the full length of the invoice number field could not be used to 'create recurring template'. No error was being reported.
11/15/2002		A/R Invoice, Job Summary		You cannot enter an invoice number that has either been used for another invoice or for a sales quote. The message now indicates which one it finds when validating the number being entered.
11/15/2002		A/R Invoice		The display below the grid for call information was showing a meaningless number. This number is now translated into a description of the call progress.
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 1.4.1.20– 11/14/02 – Pre-release Beta
11/14/2002		Purchasing Wizard		The message "No item stock info..." was popping up when items were manually entered into lists. Newly created lists were not showing up in the item list manager until it was refreshed or closed and reopened. When entering new items into a list, the primary/secondary image (the "V" for vendor column) was not displaying properly until the list was reopened.
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 1.4.1.08, 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 1.4.1.08 through 1.4.1.19, adjusting and re-posting these reconciliations will correct the problem.
11/11/2002		Project Quotes		It was possible for line items on project sales quotes to inappropriately reference phases.
11/11/2002		Project Management Opening Balance Billings		Feature to record sales/retainage without actually posting an a/r invoice for the project. To be used when starting up on project management to get existing projects into SuccessWare21(r).
11/11/2002		Project Management Cost Adjustments		Feature to record cost for a project without hitting general ledger or recording the source transaction (timecard entry, misc wage, inventory requisition/return, a/p invoice, receipt).
RELEASE 1.4.1.19– 11/11/02 – Pre-release Beta
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. This also 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 1.4.1.18– 11/08/02 – Pre-release Beta
11/8/2002		Purchasing Wizard		The wizard was allowing the saving of 'restock' lists as templates. This is no longer allowed. Restock requirements change constantly and should not be saved as template for future use. Lists created from template did not allow the modification of the warehouse field on the items of the list. The 'address' label on the warehouse detail form has been modified to clearly indicate the need for full business or warehouse name in the address fields.
RELEASE 1.4.1.17– 11/07/02 – Pre-release Beta
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 1.4.1.16– 11/05/02 – Pre-release Beta
11/5/2002		Agreement Profitability report		Cost amounts associated with visit transactions were being doubled.
11/5/2002		Sales Invoice Items report - Pay Base option		Since version 1.4.1.09, when using the Pay Base option, the report would fail with a 'floating point division by zero' error.
11/5/2002		Account Register Setup		Since version 1.4.1.08, it was possible to modify the G/L account on a register account that has activity. Modification of the G/L account has been prevented in the past to ensure the integrity of the G/L cash balances. The G/L account field is again disabled for accounts with activity.
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 1.4.1.15– 11/04/02 – Pre-release Beta
11/4/2002		Printed Work Orders		Since version 1.4.1.07, 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 1.4.1.14– 11/04/02 – Pre-release Beta
11/4/2002		Vendor Beginning Balances		Since version 1.4.1.09, the error 'Component named Label7 already exists' would occur when opening the form and SuccessWare would lock up.
11/4/2002		Customer Opening Balances		Since version 1.4.1.08, an error would occur when opening the form and SuccessWare would lock up.
RELEASE 1.4.1.13– 11/04/02 – Pre-release Beta
11/4/2002		Account Register Setup		Since version 1.4.1.8, it was not possible to change whether accounts were a default (cash receipt, counter sale, etc.), or not, if the account had any activity. The default status of accounts can now be modified again regardless of activity.
RELEASE 1.4.1.12 – 11/02/02 – Pre-release Beta
11/1/2002		Agreement, A/R Invoice		Added a message when activating an agreement that reminds the user that certain changes to activated agreements cannot be made, and to be sure that the agreement has been entered correctly.
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 1.4.1.11 – 10/29/02 – Pre-release Beta
10/29/2002		Call Center		Since 1.4.1.9 addresses, instead of customer names, were being displayed as the default call captions in the graphical view.
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		10/29/2002
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 1.4.1.10 – 10/28/02 – Pre-release Beta
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		Quoted estimates were using line item unit price from quotes instead of unitprice*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.
10/25/2002		A/R Invoice		It was possible to get an ODBC error in 'grouping' when opening an a/r invoice that had previously been open during that session.
RELEASE 1.4.1.09 – 10/25/02 – Pre-release Beta
10/24/2002		Invoice Items report (Pay Base)		Added option to show Effective Hourly Rate Comparison: Effective Hourly Rate = Pay Base / Actual Hours.
10/24/2002		Accounts Payable		Added a flag to the vendor to specify whether the vendor is a preferred vendor along with the vendor’s affiliation.
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.
10/23/2002		Call Center (Horizontal View)		You can control the size of the 'unassigned call' panel by clicking on the setup button on the tool bar. Click on 'Auto size unassigned call panel' to enable/disable the automatic sizing of this panel. If you have a large number of unassigned calls, this will enable you to use the horizontal view without loosing the employee panels due to resizing of the unassigned calls panel. You can now select the caption used for calls in all views. Click on the setup button on the tool bar and select from either 'name' or 'address'.
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.
10/22/2002		Pay Bills, Vendor Account History, Check Form		You can now place payables on hold with a comment to defer payment/credit to a later time. Just right-click on the payable and select 'On-hold' or press CTRL+H. In the Pay Bills form, you can also select to 'hide items on hold'. If you do, the indicator will light up telling you how many items on hold are not being displayed in the view. By default, on-hold items are displayed. This is to ensure you don't forget about them.
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.
RELEASE 1.4.1.08 – 10/21/02 – Pre-release Beta
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.
10/17/2002		Counter Sales		Added counter sale processing (invoice with no job).
10/17/2002		Job Form		Job class could only be changed from sales to non-sales or from non-sales to sales, if invoices have not been posted or costed and if an invoice lock can be obtained. The following additional conditions have been added: - the job is initially being entered and has never been saved, - the job has no assignments, - the user has administrative rights defined in successware
10/16/2002		Purchasing Wizard		Copy from template has been implemented.
10/16/2002		Item List Form		Modified data display on grid info panel. Mouse-over hints describe the information blocks. Added popups for item stock info and item order info. Clicking on the on-hand info panel will display the quantities at all warehouses. Clicking on the on-order info panel will display the quantities on-order by PO/Warehouse/Job.
10/16/2002		Item List Manager		Indexes have been added to help speed the opening and maintenance of lists. Added List ID When building lists based on Min/Max quantities on order for the warehouse will be considered and subtracted from the current deficit (need restock quantity). In other words, QtyToOrder=((Max-Onhand)-OnorderForWarehouse).
10/14/2002		General		Corrected 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).
RELEASE 1.4.1.07 – 10/9/02 – Pre-release Beta
10/9/2002		Database Update		Data structure modifications n preparation for API/3rd party access to the SuccessWare21 Database/Processing. Administrative Utility: Agent Manager to maintain and secure 3rd party access.
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 (SFP and Standard2) will only show the 'Our Price' column
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		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		Agreement		When using large fonts, the last character of the date fields were cut off.
10/4/2002		Work Order Report		Added Payment Terms
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.'
10/4/2002		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.
10/3/2002		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		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.
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		Pricebook		The 'Adjust Parts Cost' option was not working when attempting to update a single category of items.
9/20/2002		Account Register		Fixed the spelling of the word 'opening' in several places - it was '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.
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.
9/13/2002		G/L Starting Balances		Since version 1.4.0.51 (1.4.1.01), 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.
9/10/2002		Inventory Physical Count		(Abraham barcoding 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.
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.
9/9/2002		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 loggin 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.
9/3/2002		Database Update		Changed version required to 132.10.
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.
RELEASE 1.4.1.06 – 08/30/02 – Pre-release Beta
8/30/2002		Purchasing Wizard		When creating POs, the quantities on the PO line items were not always the same as in the list.
RELEASE 1.4.1.05 – 08/30/02 – Pre-release Beta
8/30/2002		Receipt Posting		Added more messages in failure situations.
RELEASE 1.4.1.04 – 08/30/02 – Pre-release Beta
8/30/2002		Receipt Posting		Added messaging for failure situations.
8/30/2002		Payroll Reconciliation Import		A previous change 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.
RELEASE 1.4.1.03 – 08/29/02 – Pre-release Beta
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 and the 'Update project cost' option.
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 Update		The requirement of 132.02 was being inforced on new installs even after 132.02.
RELEASE 1.4.1.02 – 08/28/02 – Pre-release Beta
8/28/2002		PO Manager, Vendor Part Import		The Progress Bar Form was not closing when import was complete.
8/28/2002		Purchasing Wizard		Corrected an error that was preventing purchase orders from being created when the 'Separate warehouse' feature was used. A lock was being left on the last purchase order created.
8/27/2002		General		Version 132.02 is now required to install any 141 version (or 140 version)
RELEASE 1.4.1.01 – 08/26/02 – Pre-release Beta
8/26/2002		PO Manager		Added the ‘Import Vendor Part List’ feature.
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.
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.
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.
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.
RELEASE 1.4.1.00 – 08/12/02 – Pre-release Beta
8/12/00		Purchasing Wizard	A helpful tool to assist in the automation of PO creation for restocking or based on task parts lists.

What’s New 1.4.1

Fixes 1.4.1

What’s New / Fixes 1.4.0