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SuccessWare 21® Version 1.4.2.x
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· SuccessWare21 (QBLink) now works with QuickBooks® Canada.
· Pay Bills in the Payables Manager now has an option to review and make payments for Credit Card Register Accounts (new in 1.4.2.15). For more information regarding the setup and use of credit card register accounts, click here.
· Shortcut “Ctrl+Z” added in the Call Center to access Job Summary.
· Vendor Part List Import—you can now automatically create pricebook items when importing vendor part lists. You can also use this feature to set primary/secondary supplier status for vendors. For more information, click here.
·
Job/Sales Summary—added access to Call Progress
from Job Summary. The process for
completing a sales job should be “Ctrl+Z” to
access/complete the Job Summary, then access Call
Progress to complete the job (right from Job Summary). Then create the new job right from Job
Summary.
NOTE: You cannot create a job from the
Job Summary if the Job Summary has been opened from the Call Progress.
· Quote-To-Job: Several new features aimed at reducing data entry and simplifying the process of taking a quoted job from the quote all the way through to completion.
- Create a new job from a ‘sales job’. The job created is the ‘quoted job’. The Job Summary form for the ‘sales job’ has been modified to allow entry of the job class, type, and department for the job being quoted. A new button/action has been added which when selected, creates the new job.
- Copy the line items and cost detail from your quote directly onto your new invoice. Once you have created your new job, you no longer need to re-enter everything you’ve already entered onto the quote. Simply right-click on your invoice and select ‘Copy Quote’. If your job has been created from the Job/Sales Summary form, then the quote number will default the correct quote number, otherwise enter the desired quote number. A quote verification screen appears outlining details on the job/quote. Select ‘Ok’ to copy line items and detail. That’s all there is to it.
- Access Material Requisitions for Jobs. In both the Call Center and the Job Form, where you used to be able to access Purchase Orders for the Job, you can now also access requisitions for the Job. Select ‘New’ or select from any of the existing requisitions or purchase orders for the job.
- Copy parts items from your quote, directly onto your material requisition. When pulling parts from inventory for a job, if you did a quote and listed out all the detail on that quote, you do not need to enter all those parts again. Just right-click on your requisition and select “Copy Quote”. Again, if your job has been created from the Job/Sales Summary form, then the quote number will default the correct quote number, otherwise enter the desired quote number. A quote verification screen appears outlining details on the job/quote. Select ‘Ok’ to copy line items and detail. That’s all there is to it.
- In order to reduce data entry and simplify processing, the Material Requisition behavior has been modified in two ways:
- As lines are entered, the pulled quantity is automatically default to equal the requested quantity. When the entire quantity cannot be pulled, only the items that differ will require modification.
- When you print the requisition, the pulled quantity will not print if the requisition is not currently posted. This allows it to be used as a pick ticket, the user can record the actual quantity pulled on the form. Once the requisition has been printed, the pulled quantities will be included on the printed report.
- Purchase the balance of a requisition. If you don’t have all the parts in inventory, enter the quantities you have into the ‘pulled’ column. Then, right-click on your requisition and select “Purchase Balance”. This will create a purchase order for the job with the balance (requested quantity – pulled quantity) of the parts you do not have in inventory.
· Credit Card Register Accounts
- It is no longer necessary, or advisable, to use a bank account for tracking payments made by credit card. A new credit card account type has been created for this purpose. A credit card register will carry its balance as a liability, not an asset.
- Several new security settings have been added for allowing/disallowing access to the various types of register accounts.
- For more information regarding the setup and use of credit card register accounts, click here.
· Income Statement Report - Added the ability to generate an income statement based on any user-entered date range - i.e. the report is no longer restricted to fiscal period boundaries.
· Priority Level (1, 2, 3, 4, 5)—You can now assign a priority level to calls in the Job Form. The level can be from 1 to 5. The default level is 5 and this is considered to be the lowest priority. A priority of 1 is considered a high priority. The priority level will be displayed as a number in a circle within the call center (horizontal and vertical views).
· The on-line help manual has been completely rewritten. Press F1 at any time to get help for the particular screen you are on.
· Maps—If you have Microsoft MapPoint® installed on your workstation, you may notice new mapping features on your popup menu. To learn more, click here.
· 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.
· The location address2 field is now searchable in the Customer Search form and in Call Taking.
· 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.
· Vettro Mobile Technician—Enable your techs and free your dispatchers.
- For information on obtaining and subscribing to the Vettro Mobile Technician Service, click here.
- If you have already subscribed to this service, click here for instructions on how to set up SuccessWare21® to talk to your Vettro Mobile Technicians.
DATE
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MODULE / FORM
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DESCRIPTION
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RELEASE 1.4.2.47 4/16/04
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4/16/2004 |
Pricebook Item List report |
Piece rate and commission pay items were showing up in the report even though they are not pricebook items. |
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4/16/2004 |
Pricebook |
The message received when trying to enter a duplicate item number in the pricebook now indicates that the duplicate could be because of a duplication with a payroll pay item. |
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4/16/2004 |
Inventory |
(MSDE/SQL Server only) On occasion, since build 1.4.2.41
(1.4.3.08), attempting to add a new inventory transaction would fail with the
error 'Cannot insert the value null into column PostMismatchOK'. |
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RELEASE 1.4.2.46 4/15/04 |
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4/15/2004 |
Sales Analysis report |
Added filter and grouping options for Location Zone. |
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4/15/2004 |
Project Work in Progress report |
Made changes to improve the speed of the report. |
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4/15/2004 |
Project Manager |
Added location address and lot ID to the project manager grid. |
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4/15/2004 |
Inventory Transfers |
Tag updates were not completing when serialized items were being transferred between warehouses. Serial tag problems would be reported until Check Serialized Tags was run. |
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4/14/2004 |
Vendor Invoice |
The system will not allow an applied payment to be entered on an invoice that is greater than the invoice total since this causes problems in accounts payable. But this could get circumvented by modifying the invoice total after entering the applied payment. The check for a payment greater than the invoice total is now made when attempting to post the invoice. |
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4/14/2004 |
Accounts Payable |
Taking a discount when making a partial payment on an invoice would cause problems when attempting to pay balance of the invoice later on. The invoice would end up with a negative balance for the amount of the discount originally taken, and the last item selected for payment on the subsequent payment would end up unallocated to the payment. |
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4/12/2004 |
Payroll, Import/Export Filters |
If the path to SuccessWare21 contained a period, the import filters would not load properly. You could modify and save them, but when you reopened them, they reverted to original settings. |
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4/12/2004 |
Pricebook |
When the pricing formula is set up to use the profit margin matrix, and the matrix is empty, price recalculation is prevented in order to avoid an inappropriate part sale calculation. |
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4/12/2004 |
Phone Call report |
Added a calculation for average call time in the group subtotals and report totals sections of the report. |
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RELEASE 1.4.2.45 4/12/04 |
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4/9/2004 |
Comm Center (paging) |
The Visit Price (Amount to Collect) is now formatted as a currency value in the message sent to the tech. |
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4/9/2004 |
A/P Item Distribution report |
If you selected Variance Report and selected Variance Only, if you then unselected Variance Report, the Variance Only option would go away, but was still selected which would limit the report output even though the option had been disabled and removed. |
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4/9/2004 |
Printed Work Order |
Cleaned up the equipment section to be more space efficient. The Warranty information now prints next to the related equipment instead of on a separate line below the equipment. If there were other calls for the job, the Other Job Related Calls section was printing on top of the Equipment section. Added some missing column labels. |
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4/7/2004 |
Payroll, QBLink, QuickBooks Import: |
When importing commissions as hourly items, multiple entries were being created for the same commission pay item if multiple commissions were paid using the same pay item. The export is supposed to consolidate the commission to a single entry for one minute. This has been corrected. QuickBooks only retains duration precision to 5 decimals on the employee's weekly time sheet for time entries. This precision does not allow the entry of one minute. This was causing the commission total to be off by pennies on certain occasions. The export has been modified to change the precision on one minute to match Quickbooks so that commission totals will calculate properly. |
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4/6/2004 |
Pricebook report |
Added options for printing the Standard2 format book using information from price levels. The three columns can be filled by using price levels 1, 2, and 3, or by using price levels 1 and 2 with a difference between the two in the third column. |
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4/6/2004 |
Service Location List |
The option for locations with Expired Agreements was including those whose agreement was terminated. There is now a separate option for those with Terminated Agreements. |
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4/6/2004 |
Printed Work Order |
Long Job Class names were getting truncated at about 8 characters. |
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4/5/2004 |
Sales Invoices and Sales Invoice Items reports |
The quantity and amount columns might have been truncated when large values were present. |
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RELEASE 1.4.2.44 4/1/04 |
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4/1/2004 |
General |
When SuccessWare would attempt to send an email notification (version update, register SuccessWare21, etc.) an error would occur such as ‘SWAutomationF, property DesignSize not found’. |
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4/1/2004 |
Payroll Misc Wage Manager |
Sometimes would allow an entry without a department. |
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RELEASE 1.4.2.43 3/31/04 |
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3/31/2004 |
Pricebook |
Part items created from the Vendor Part Import would not calculate As Task prices - Our Price and Retail Price because the labor allotment was empty (NULL). Labor Allotted is now set to zero so that an initial price calculation can be performed. |
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3/31/2004 |
Billing Customer |
The City field in the Billing Customer Alternate Address was only 15 instead of 20 characters. Therefore, some characters could have been lost from the City when swapping the addresses. |
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3/31/2004 |
General |
Correct inconsistencies in the size of Contact fields throughout the software. Upo to 40 characters can now be entered into all Contact fields. |
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3/31/2004 |
Jobs Taken Booked Report |
The sort/group by Primary Tech, added in 1.4.2.38, was not working correctly. |
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3/30/2004 |
Job Summary Analysis Report |
The report had an option to run for sales jobs, but gave no useful information for sales jobs. The option has been removed. |
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3/30/2004 |
Payroll Wage Source Report |
When running the report for a range of periods, the report included irrelevant information specific to a single period within the report range. This information is now hidden when running for multiple periods. |
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3/29/2004 |
Billing Customer List Report |
Added a Date Range filter for selecting accounts added within a particular time period. Added the count of billing customers printed to the group subtotals and report totals sections. |
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3/29/2004 |
Equipment |
Hid the unused fields for claims and reimpbursements when a manufacturer's warranty record is selected. These fields are intended for future use. |
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3/29/2004 |
A/P Item Distribution Report |
When including Expanded Detail, the second line of the heading was overlapping the first heading line. |
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3/29/2004 |
Printed Work Order |
Rearranged the report slightly to make room for the entire Eq Type description for the call. |
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3/26/2004 |
Payroll Setup |
The Labor Burden page was showing a bogus average LBM calculation. |
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3/26/2004 |
Agreement |
Added the equipment System field to the list of covered equipment in the Agreement form. |
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3/26/2004 |
Equipment Popup Menu |
Added the equipment System field to the popup menus and checklist forms in the Agreement, Job, and A/R Invoice. Also re-ordered the columns for consistency with the field order in the Equipment form. |
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RELEASE 1.4.2.42 3/25/04 |
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3/25/2004 |
Utilities |
(MS Access only) Occasionally the compression stage of SW Compact would get "stuck" and stop compressing the backup files for subsequent compacts. |
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3/25/2004 |
QBLink |
There was still a problem with the payroll import for QuickBooks® Canada. Employee update was still giving 1000 error. |
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RELEASE 1.4.2.41 3/25/04 |
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3/25/2004 |
Sales Call Sheets |
Rearranged so that the customer first name, last name, and title do not print on top of each other. Added Bill To name and address Added Zone and Map Code |
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3/24/2004 |
Call Taking |
Posting a call for a new sales job would fail with the message 'Post phone call failed' if Eq Type was entered and the value entered was longer than 25 characters. Data entry in Call Taking allows 50 characters - all 50 characters are now transferred over to the job sales summary. |
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3/24/2004 |
A/P Vendor List report |
When exporting the vendor list to a text file, each vendor was printing on two lines in the text file. This has been consolidated into a single line for ease of use when importing into Excel. |
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3/24/2004 |
Inventory |
Due to a couple of bugs that have since been corrected, material requisitions may have posted which had items with an incorrect total value. When opening the Inventory Manager, a utility will run that will detect requisitions with this problem. The utility will guide you through either re-posting these requisitions, or making item value corrections, if necessary. |
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3/24/2004 |
User Abilities - Payroll |
Added separate user abilities for allowing access to commission rates and/or hourly rates when in the Miscellaneous Wage Manager. |
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3/19/2004 |
Payroll Export / QBLink |
Now works with QuickBooks Canada. However, Quickbooks Canada has confirmed a bug in the API used to communicate with Quickbooks. Employee updates will succeed and report a "1000 internal error". This error is ignored as the updates appear to work effectively. QBLink does not recognize subaccounted accounts in QuickBooks. QBLink will automatically recreate a top level account with each import, if it cannot find top level accounts. You can now skip a period for import. In the past, users have re-exported by accident and there was no way around re-importing the period. Now you can right-click in QBLink and skip the current period. This 'skip' will not be saved until you actually process an import. |
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3/18/2004 |
Management Comparison report |
Modified Jobs Taken and Jobs Completed sections to properly exclude sales jobs. Modified Job BackLog Counts to indicate that sales jobs are included. Changed some of the terminology for consistency between the report interface and the report, and for consistency with the rest of SuccessWare21. |
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3/11/2004 |
Opportunities report |
The report was not including prospects (locations without a billing account). (Note that while investigating this issue it was discovered that marketing lists generated from reports do not currently include prospects. This should be addressed in a future build.) |
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RELEASE 1.4.2.40 3/10/04 |
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3/10/2004 |
Project Work in Progress report |
Since version 1.4.2.36, the report would fail with 'Timeout error' if it took more that about 1 1/2 minutes to run. |
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3/9/2004 |
Company Setup |
Increased the size of the company name field in Company Setup from 35 to 65 characters. |
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3/9/2004 |
A/P Transactions report |
Fixed caption Receivable Type Options - changed to Payable Type Options. |
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3/5/2004 |
Agreement Manager / User Setup |
Added separate user ability for controlling access to the batch agreement termination option. This ability is for single use only and is only enabled for the first login session after it is turned on by an administrator. In other words the ability must be turned on again if and when the utility is required again at a later time. |
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3/3/2004 |
Project |
Fixed the window title on the project open balance billing entry form. |
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RELEASE 1.4.2.39 3/3/04 |
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3/3/2004 |
Job from Sales Job |
When creating a job from a sales job, the Lead Source and Salesperson is now copied to the new job. |
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3/3/2004 |
Agreement Manager |
Added an action that will allow termination of a batch of agreements which can be accessed in the Create Date, Start Date, and End Date views by users with the user ability to terminate agreements. This can be useful in situations where massive cleanup of old or incorrectly entered agreements is necessary. Beefed up security - there were several actions that were not checking the appropriate user abilities. |
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3/3/2004 |
Agreement |
Added an event log entry whenever an agreement is terminated. |
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3/3/2004 |
User abilities |
Added user ability for the Snapshot form separate from the Management Reports ability. Added a separate ability for agreement termination. |
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3/2/2004 |
Calls report (Report Gallery -> Job/Call reports) |
Added Last Name, First Name, and Company Name to the group / sort by fields. |
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3/2/2004 |
Management Comparison report |
The numbers for cash, A/P, and A/R in the G/L section of the report were incorrect. |
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3/2/2004 |
Sales Analysis report |
Added options for selecting whether a customer has agreements, expired agreements or no agreements. |
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3/2/2004 |
Location Form |
When entering a new location, the auto search for company name was not working properly - it was searching for last name instead of company name. |
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2/26/2004 |
Material Requisitions |
When using the Copy Quote feature, items were not getting created in the same order as on the quote. |
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2/26/2004 |
Job summary |
When saving Job Summary for a project job (phase), the following errors would occur: 'Invalid Invoice#: must not be empty' followed by 'Cannot focus a disabled or invisible window'. |
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2/26/2004 |
Income Statement |
Sometimes when Net Sales for the report was zero, the report would fail with 'Invalid floating point operation'. |
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RELEASE 1.4.2.38 2/25/04 |
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2/25/2004 |
Payroll Wage Summary Listing report |
New report that shows wage summary entries with user defined grouping and sorting and date ranges. Note that the payroll period(s) for the dates selected must be prepared before running this report. |
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2/25/2004 |
Timecard |
If identical job type codes were set up for two different job classes, the timecard was not making the distinction between the job classes and assigning the pay item assigned to the first of the job types to timecard entries for jobs of both classes. |
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2/24/2004 |
Sales Invoices and Sales Invoice Items reports |
Added a filter selection for Tax Code. Tax Code was already available in the sort / group by fields. |
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2/24/2004 |
Phone Call report |
Added Map Code and Zone to the group and sort by fields. |
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2/23/2004 |
Jobs Taken Booked Report |
Added option to group/sort by Primary Tech. |
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RELEASE 1.4.2.37 2/20/04 |
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2/20/2004 |
Agreement List report |
Print To File / Text will now include the equipment covered. This is only available from the Print button and when Show Equipment is selected. |
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2/20/2004 |
Account Register |
When making a bank deposit it was possible to enter an Other Adjustment equal to the amount to be deposited resulting in a zero deposit amount. However, the system does not allow a zero deposit, and allowed the zero deposit to be removed. Once this occurred there would be no way to reverse the cash box reconciliation that resulted in the zero deposit. The system will no longer allow the other amount to be completely adjusted in this way. The other adjustment feature is only meant for reducing the credit card deposit for fees anyway. |
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RELEASE 1.4.2.36 2/20/04 |
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2/20/2004 |
Concept Guides and Additional Documentation |
Added to the list of error messages and resolutions in the troubleshooting section of the “Quickbooks 2003 import/export for payroll” document. |
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2/19/2004 |
Inventory Requisitions |
Items copied from quotes did not have the correct total inventory transaction value. Sometimes when posting these requisitions, the error 'Debits <> Credits' would occur. |
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2/16/2004 |
Work in Progress report |
Changes to reduce the amount of time it takes for the report to run. |
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2/12/2004 |
Pricebook |
Added an option to pricing setup that allows the labor discount to be applied before the percentage discount when calculating price levels. This will result in slightly higher prices for those levels with both discounts. |
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2/11/2004 |
Payroll Reconciliation |
When using a payroll service and a reconciliation had been posted with a zero or blank disbursement amount, attempting to adjust the reconciliation would fail with the message '<error> Negating reconciliation G/L: Post date is missing'. |
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2/10/2004 |
A/R Invoice |
The actions for Charge Receivables, Agreement, and Warranty, and also for Agreements and Visits were inappropriately available through the use of the hot keys for invoices after they were posted. |
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2/10/2004 |
Account Register |
If the register items were sorted while reconciling, the running balance on the items on that reconciliation period would be incorrectly based on the order that had been selected rather than in date order. |
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2/5/2004 |
Payroll |
In reconciliation, if an extra check was deleted, the deletion would not be applied to the database unless some other edit operation was also performed. In reconciliation, disbursements (when using payroll service) are now sorted by the description of the disbursement. Extra checks added in reconciliation would show up in the payroll manager if the period was adjusted, allowing wage entries to be associated which caused various problems. They are now hidden in the payroll manager. |
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2/5/2004 |
Call Taking |
CTRL+H had been set up as an alternate hot key for help since F1 was used in selecting scripts. Since the help file was rewritten, F1 was popping up help in addition to selecting script #1 and CTRL+H was not showing the correct help screen. |
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RELEASE 1.4.2.35 2/4/04 |
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2/4/2004 |
Payroll Wage Source report |
The Wage Source (Departmental Earnings Analysis) report was showing earnings for timecard entries for piece rate employees overstating these employees' earnings in the detail section of the report. |
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2/3/2004 |
Call Center |
Priority level was not allowing enough room for the map code to display in the call information panel at the bottom of the call center. The priority level will now display with the priority customer indicator (asterisk) at the right hand side of the panel. Note that the lowest priority level (5) does not display. |
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2/3/2004 |
Employee Setup |
When modifying job types assigned for an employee, the job type popup list would sometimes not be the proper list of job types based upon the job classes already assigned to the employee. |
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2/2/2004 |
Online Help |
Help file additions. |
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2/2/2004 |
QuickStart |
Fixed the caption of the Reconciliation Options form. |
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2/2/2004 |
SW Main Toolbar |
Fixed the hint for the toolbar button for Call Taking. |
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1/30/2004 |
Vendor Invoice |
Added a menu option for posted invoices to review allocations. |
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1/30/2004 |
A/R Aging and Open Receivables reports |
When using the Over30, 60, or 90 balance filter, customers with credit balances in the category selected were shown on the reports. The reports now will only include customers with a debit balance in the overdue category. |
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1/30/2004 |
Task Form |
(SQL Server/MSDE) When modifying tasks and using price levels, sometimes the price levels would be listed out of order. |
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1/28/2004 |
Payroll Period Reconciliation |
Reconciliation was allowing entry of dollar amounts with extra precision causing the indicator to show red even though the calculated variance showed $0.00. |
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1/28/2004 |
A/R Invoice |
Disabled the Invoice Select/New Invoice menu when editing an invoice. Selecting another invoice for the job, or creating a new invoice, would cancel changes to the existing invoice without a warning. When using the Modify Cust PO# option from browse mode, the form returns to browse mode when complete as originally intended. Added Modify Cust PO# option to the popup menu for posted invoices (since the action is allowed for posted invoices). |
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1/27/2004 |
Comm Center |
Made a change that may prevent a situation that occasionally occurs where the Comm Center (paging) form cannot be closed after sending a page. |
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1/27/2004 |
Event Log |
An event "CCPostJob fail" was being incorrectly logged as an error event. This event is informational only and is logged for a user-canceled job update from the call center. |
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1/27/2004 |
Call Center |
Made a change that should prevent occasional 'Field not found' errors when working with visits in the Call Center. The caption for the Visits grid was not retaining the filter information after a call center refresh. |
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RELEASE 1.4.2.34 1/17/04 |
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1/17/2004 |
General |
When running more than one simultaneous copy of SuccessWare errors including frequent 'General SQL Error' messages would occur. |
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RELEASE 1.4.2.33 1/14/04 |
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1/14/2004 |
Logon |
Modified message when midas.dll fails to update. |
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RELEASE 1.4.2.32 1/12/04 |
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1/12/2004 |
SW Http Server Administrator |
Configuration through mapped drives could cause the service not to access files properly due to differences in security settings between the logon user configuring the service and the system user under which the service runs. The service has been modified to convert all path information to a UNC path. |
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1/12/2004 |
SW Http Server |
Posted Requisitions that were created thru the Http Server (Vettro) were not visible in the Inventory Manager. |
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RELEASE 1.4.2.31 1/2/04 |
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1/2/2004 |
SW Http Server |
ICRequisitionUpdate will now use the job's department in the absence of a department for the part expense type. |
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12/31/2003 |
A/R Invoice Cost Entry |
User group setup has a setting to allow/disallow access to the various cost entry grids (parts, labor, and misc). Use of the TAB key to move around the form was circumventing the security. |
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12/31/2003 |
Inventory - Requisitions |
When copying items to a requisition from a quote, the current on hand quantity was not being set correctly. |
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12/31/2003 |
A/R Invoice, Material Requisition |
Copying Quote was only working for Jobs created from Sales Quotes and was not working for Project Jobs. |
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12/30/2003 |
Payroll Wage Source report |
The report would sometimes show an incorrect job location when using the job location detail option. This was particularly noticeable when scrolling both backward and forward when previewing. The first digit on the date was being cut off for dates with two digit months. |
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RELEASE 1.4.2.30 12/30//03 |
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12/30/2003 |
Agreement Manager |
Attempting to use the PD/UNP (paid/unpaid) filters in the Periodic Invoices view of the Agreement Manager was resulting in the error 'Field "Balance" not found'. |
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12/29/2003 |
Sales Invoices, Sales Invoice Items, Invoice List reports |
Added the option to generate marketing lists based upon these reports. |
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12/29/2003 |
Call Center |
The error 'Could not determine job class for visit' would occur when attempting to drag a visit onto the schedule if the visit type had been deleted or deactivated. Modified the message to be more specific about the problem. |
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RELEASE 1.4.2.29 12/26//03 |
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12/26/2003 |
Purchase Orders |
When importing quote items to a purchase order, the items now default to AddTax=True. Those users who do not pay tax on purchases from vendors should have the tax rates on their vendors set to zero. |
||
|
12/26/2003 |
Job Manager |
Added the CTRL+Z shortcut keystroke for Job Summary. |
||
|
12/26/2003 |
Sales Quotes/Sales Summary |
Since version 1.4.2.18, the Actual Sale $ in Sales Job Summary was being recalculated by the system based upon invoices posted for the job created from the sales job. This was causing problems for those users not creating quotes for sales jobs and therefore do not have a Quote $ amount on the Sales Summary form. The Actual Sale $ is now a manually entered field like it was prior to the change in 1.4.2.18. New display only fields have been added for the JobNo, Progress, and Invoice $ amount of the job created from the sales job. |
||
|
12/26/2003 |
Job Summary/Call Progress |
When opening Call Progress from Job Summary, Call Progress would always show the first call for the job. Now Job Summary will pass through the Call ID for the call that was selected when Job Summary was opened. |
||
|
12/26/2003 |
Account Register - Payment |
The default for a payment when entered from the account register is Miscellaneous. However, if TAB was pressed immediately after opening the Payment screen, the selection would change to Register Account. This will no longer occur. |
||
|
12/26/2003 |
Call Taking |
Since version 1.4.2.25, sometimes the zip code reference lookup would pop up when posting a phone call. |
||
RELEASE 1.4.2.28 12/23//03 |
||||
|
12/23/2003 |
Pay Bills / Credit Cards |
The printed check was not always showing the correct amount once multiple credit card accounts had been set up. |
||
|
12/23/2003 |
Warehouse Stock List report |
Added a note on the last page of the report that explains the meaning of the box that sometimes shows around the On Hand quantity. |
||
RELEASE 1.4.2.27 12/19//03 |
||||
|
12/19/2003 |
Payables Manager |
Tab order was incorrect for the filter fields in the Unposted view. The search by PO# was not working in the Posted view. |
||
|
12/19/2003 |
Vendors for Item / Purchase History |
Added Vendor Invoice No to the Purchase History grid. |
||
|
12/19/2003 |
Payables Manager |
When switching to the Accounts view and a PO# had been entered as a filter in the Posted or Unposted views, the error 'Field PurchaseOrderNo not found' would occur. This error would then repeat over and over - the only was to get out of the loop would be to terminate the program. |
||
|
12/19/2003 |
Agreement Manager |
Attempting to sort by the CurrBal column in the Periodic Invoices view would result in an error - either 'Ambiguous column name Balance' (MSDE/SQL Server), or 'The specified field Balance could refer to more that one table' (MS Access). |
||
|
12/19/2003 |
Inventory |
(MSDE/SQL Server) Line items on inventory transactions (requisitions, returns, adjustments, transfers) would sometimes rearrange themselves randomly. The default order for line items is now based upon the order they were entered. |
||
|
12/19/2003 |
Calls report, Assignments report, Work Orders summary report, Printed Work Order |
Added Priority Level to the reports. |
||
|
12/19/2003 |
Purchasing Manager, Payables Manager, Agreement Manager, Project Manager |
Under some circumstances, the record counts at the bottom of the form were not accurate. |
||
|
12/18/2003 |
Sales Tracking |
In the group subtotals and final totals, the million dollar digit for Total Sales was not showing. |
||
|
12/16/2003 |
Call Center |
The error 'Field "PriorityLevel" not found' would occur when selecting an assignment in the 'A'ssignments grid on the right hand side of the call center. |
||
RELEASE 1.4.2.26 12/16//03 |
||||
|
12/15/2003 |
Warranty Expiration Report |
Added the equipment serial number and install date to the report. |
||
RELEASE 1.4.2.25 12/13//03 |
||||
|
12/13/2003 |
Version Updates |
Added automatic internet registration of verions update installations. |
||
|
12/13/2003 |
Job/Quote Summary |
When entering actual quote sale amount, currency validation was not allowing a comma "," resulting in a message "invalid floating point". |
||
|
12/12/2003 |
Commissions Summary Report |
The down arrow keystroke for job lookup was not functioning. Attempting to use the "arrow" button for the job lookup would result in the error "reference book not in catalog". |
||
|
12/12/2003 |
Pricebook |
Added Mfr, Mfr Part/Model No, and UPC to the fields selectable when printing a grid report from the pricebook. Note these fields are only useful for part items. |
||
|
12/12/2003 |
Purchasing Manager |
The Amount column was not properly formatted as currency. |
||
|
12/12/2003 |
Vendor Invoice/Receipt |
Forced a default order of "as entered" for the items on a receipt/vendor invoice. This will also allow order of items on a receipt to match the order of items on the purchase order. |
||
|
12/12/2003 |
Call Taking |
When entering an alternate billing account for the call, the reference lookup for City (and Zip) was not available for lookup, and the appropriate State and Zip (or City) was not mapping in based on the City (or Zip) entered. |
||
|
12/12/2003 |
Sales Lead Tracking Report |
Changed the name of the unit/eq related sorting/grouping fields to more closely match the labels on the filter fields and the report. |
||
|
12/12/2003 |
Utilities |
(ASP only) The Update Help Files option should not have been visible. It is unnecessary and would result in an error if it was attempted. |
||
|
12/12/2003 |
Snapshot |
Modified to show the credit card balance due as a positive amount to be consistent with the way payables due is reported. |
||
|
12/12/2003 |
Account Register (adjustments) |
Modified the labels for the increase/decrease radio buttons to be more descriptive depending upon the type of account (bank, cash box, or credit card) being adjusted. The label also includes examples of the types of transactions for which adjustments are typically used. |
||
|
12/12/2003 |
Sales Invoice Items Report |
(MS Access only) Attempting to group/sort on Location ID would fail with 'Field "LocationID" not found'. |
||
RELEASE 1.4.2.24 12/10//03 |
||||
|
12/10/2003 |
Account Register - Payments |
Enabled the ability to make a debit payment (EFT) to a credit card account through the Payment/Write Check form. Previously this could only be accomplished through Transfer. |
||
|
12/9/2003 |
Account Register - Adjustment |
When entering an adjustment, the message warning of an entry that exceeds the account balance was not working properly for credit card accounts. |
||
|
12/9/2003 |
Payables Manager – Pay Bills |
Added a Pay Bills option that lists credit card register accounts that may have payments due. The form lists the last statement date and balance, payment due date, and minimum payment due, and allows selection for payment and manual entry of an amount to pay. |
||
|
12/9/2003 |
Account Register - Credit Card Account Reconciliation |
Added Payment Due Date and Minimum Payment Due fields to support the new Pay Bills (Credit Cards) option. Added a warning message when a positive amount is being entered for the statement ending balance that a normal credit card balance should be entered as a negative amount. |
||
|
12/8/2003 |
Call Center Filters, Employees |
If “Subcontractors” was selected in the employee reference previous to accessing call center filters / employees, the employee list was showing up empty. The list now appropriately shows employees and subcontractors at all times. |
||
|
12/8/2003 |
Employee Reference Book |
When pressing 'E' or 'S' in the employee reference book, this was selecting the 'employee' or 'subcontractor' view, instead of initiating a search on employee code. Alt+E and Alt+S will still toggle the employee/subcontractor view, but 'E' or 'S' alone will now initiate the search as other letters 'A'..'Z'. |
||
RELEASE 1.4.2.23 12/03//03 |
||||
|
12/3/2003 |
Account Register |
Since version 1.4.2.22, the Amount column was no longer visible when reconciling a bank account. |
||
RELEASE 1.4.2.22 12/02//03 |
||||
|
12/2/2003 |
Purchasing Manager |
Expanded the functionality of the Vendor Part List Import. It can now create 'uncategorized' pricebook part items. As well as modify supplier preferences (primary/secondary vendor assignment). |
||
|
11/22/2003 |
Agent Manager |
Deleting/Terminating Sessions were resulting in the error ' "" is not a valid integer'. |
||
|
11/22/2003 |
Call Center, Call Progress, Sales Summary |
Added shortcut Ctrl+Z to access Job Summary. Added access to Call Progress from the Job Summary. It was possible for SuccessWare21 to become locked up if the call center was accessed from the job after accessing the job from sales summary. |
||
|
11/22/2003 |
Sales Summary |
Actual sale amount was not formatting to currency upon field exit. |
||
|
11/22/2003 |
User Group setup |
Changed 'Write checks' to 'Make payments / Write checks' to better indicate that it is allowing acces to any type of payment from an account register. |
||
|
11/21/2003 |
Call Center |
Mapping in the Call Center now works with Microsoft MapPoint 2004, in addition to MapPoint 2002. |
||
|
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. |
||
|
11/19/2003 |
Job Summary |
Occasionally, the message "Invalid Sale Amount" was preventing saving of non-sales job summaries. |
||
|
11/14/2003 |
Account Register |
Since version 1.4.2.15, the Comment column was not expanding when using the arrow key to focus the column. |
||
|
11/13/2003 |
Billing Account Detail |
The phone number field in Alternate Address was not automatically formatting the phone number with dashes like other parts of the software. |
||
|
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). |
||
RELEASE 1.4.2.21 11/12//03 |
||||
|
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. |
||
|
11/12/2003 |
Income Statement report |
Since version 1.4.2.15, the Income Statement report would not run. It would fail with 'rpt1.DataPipelineName: property does not exist'. |
||
RELEASE 1.4.2.20 11/12//03 |
||||
|
11/11/2003 |
Call Taking |
Since version 1.4.2.17, 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 1.4.2.19 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. |
||
RELEASE 1.4.2.18 11/7//03 |
||||
|
11/7/2003 |
A/R Invoice |
When a Job is created from Job/Sales Summary “Create Job”, the Actual Sales on the Sales Job is maintained automatically when invoices for the job are posted/adjusted. |
||
RELEASE 1.4.2.17 11/5/2003 (SKIPPED 1.4.2.16) |
||||
|
11/5/2003 |
Job/Sales Summary |
Added fields for quoted job: JobClass, JobType, Department; Also added "Create quoted job" feature. |
||
|
11/5/2003 |
A/R Invoice |
Added feature to "Copy Quote". Added label "QUOTED..." when invoice is for a job created from a sales job. Clicking on this label will open the related quote. |
||
|
11/5/2003 |
Purchase Order |
Added right-click option to "Copy Quote". |
||
|
11/5/2003 |
Material Requisition |
Added right-click option to "Copy Quote". Added right-click option to "Puchase Balance". |
||
|
11/5/2003 |
Job Form, Call Center |
Added "Job Materials" opiton to the job/call/assignment popup menu. This menu replaces the "Job Related PO" menu and allows access both purchase orders and requisitions for the job. |
||
|
11/1/2003 |
Agent Manager |
This utility will now post session deleted agent message when sessions are deleted/terminated. |
||
|
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. The error "UnitCost not found" would often occur when attempting to bill retainage. |
||
|
10/30/2003 |
Account Register Payment |
When making a payment from a credit card account the "Overdrawn" message would always display since the balance on a credit card account is normally less than zero. This message will no longer display. |
||
|
10/30/2003 |
Vendor Invoice - Apply Pmt |
When the Apply Pmt form was first opened the Pay By options were enabled and available for selection even before a register account was selected. The register account must now be selected first - the account selection determines which payment options are available. |
||
|
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 |
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 |
Warranty Reserve Analysis Report |
Added a calculation for reserve balance in the group subtotals and final totals sections of the report. |
||
|
10/29/2003 |
Successware21 Http Server, Successware21 Http Test Client |
Added SSL communications option. |
||
|
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). |
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|
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. |
||
|
10/24/2003 |
Purchase Orders / Receipts |
It was possible to create more than one open receipt for a purchase order at one time. This created the potential for over receipt of items since each receipt would be created with the total PO quantities to receive by default. |
||
|
10/23/2003 |
ClientRx |
Since version 1.4.1.96 (1.4.2.14), 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. |
||
RELEASE 1.4.2.15 10/20/2003 (SKIPPED 1.4.2.16) |
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|
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. |
||
|
10/15/2003 |
Account Register |
Added a new register account type for "Credit Card". Click here for detailed documentation. |
||
|
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 1.4.2.11, 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. |
||
|
10/7/2003 |
Income Statement report |
Added the ability to generate an income statement based on any user-entered date range - i.e. the report is no longer restricted to fiscal period boundaries. |
||
RELEASE 1.4.2.14 10/06/2003 |
||||
|
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 are more than one account listed, the left mouse button must be used. |
||
|
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 |
Location details, Billing Account details |
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. |
||
|
10/02/2003 |
Help |
Miscellaneous updates to help file topics. |
||
|
10/1/2003 |
Purchasing Wizard |
Since version 1.4.2.13, 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. |
||
|
9/27/2003 |
SWHttpServer |
API was returning retail price instead of our price for ARInvoiceUpdate when a pricelevel of zero was used, or when no pricelevel existed. |
||
|
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. |
||
|
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. |
||
RELEASE 1.4.2.13 9/20/2003 |
||||
|
9/20/2003 |
New File Versions included with this build. |
SWHttpServ = 1.2.142.4 SWHttpServAdmin = 1.2.142.3 VettroListenerAdmin = 1.2.142.2 |
||
|
9/19/2003 |
Driver Check |
A more accurate method for checking the version of MDAC has been implemented. Driver check will now attempt make sure midas.dll is up to date. And if any drivers are not update, instruction on how to update the workstations will be opened in a web browser. |
||
|
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. Note that bar codes for item numbers greater than 13 characters in length print off the end of the label and will not be readable. This is a limitation of the bar code format being used - Code 39. This may be corrected in a future update. 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. |
||
|
9/17/2003 |
SWHttpServer |
Visit line items were not getting AgreementID and therefore not posting without editing/reselecting the visit in the visit list |
||
|
9/17/2003 |
SWHttpServer |
When invoicing Visits or Agreements as line on invoice, the GL Account/Subaccount was not being assigned the line. |
||
|
9/16/2003 |
SWHttpServAdmin and VettroListenerAdmin |
If launched/installed via mapped drive, the admin would temporarily lock up when attempting to start the service. |
||
|
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. |
||
|
9/13/2003 |
SWHttpServer |
Timecard punching would occasionally result in error "field NonRegOT not found" for non-regular timecard status. |
||
|
9/13/2003 |
SWHttpServer |
InvoiceNo Override Corrected, Uniqueness is enforced. Price lookups will use OurPrice if task has no pricelevels Price Level of 0 (zero) will always yield OurPrice Task Price Override was not always working properly Green Jobs Corrected... Assignments in call center would turn green when ever they were “notified” from the phone. Changed test button email format |
||
|
9/13/2003 |
FTP Data |
FTP Data option was added to utilities to automate copying of your Access databases to the SuccessWare FTP Server. This feature should only be used when requested by a SuccessWare Support Specialist and is not available for SQL implementations. |
||
|
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. |
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9/9/2003 |
Setup | Utilities | Copy Data Files (MS Access only) |
Copy now includes Master database. Also uses file compression. |
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9/9/2003 |
SWCompact (MS Access only) |
Compacts Master and System databases. Retains backups for three most recent dates. Also uses file compression. |
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9/9/2003 |
Invoice List report |
Added the ability to group and sort by Location Type. |
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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. |
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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. |
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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 . |
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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. |
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9/2/2003 |
Help |
'F1' online Help was not always responding appropriately (with the new help files). |
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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. |
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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. |
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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. |
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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'. |
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8/22/2003 |
Help |
New and improved help files have been developed. Use F1 to access the new on-line help. |
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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. |
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8/22/2003 |
Equipment List and Equipment Comparison reports |
These reports were including equipment that had been marked as out of service. |
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8/22/2003 |
Payroll Reconciliation |
When configured to use a payroll service, and attempting to import, nothing would import, not even deductions and liabilities. |
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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. |
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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. |
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8/19/2003 |
Call Center |
Since version 1.4.2.12, selecting an entry in the Jobs grid of the Call Center would result in the error 'Field PriorityLevel not found'. Since version 1.4.2.12, there were fields cut off the right hand side of the Call Information panel at the bottom of the Call Center. |
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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. |
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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'. |
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8/18/2003 |
Job Manager |
Added a column in the grid to indicate sales estimate jobs. |
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8/11/2003 |
Time Card Report |
Added option to include Comments. |
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8/11/2003 |
Commission report |
Added calculation for Total Sales. |
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RELEASE 1.4.2.12 8/11/2003 |
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8/11/2003 |
Trial Balance report |
When auto-expanding subaccount detail and department detail, these sections would print on top of each other. |
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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. |
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8/8/2003 |
Agreement Renewals Report |
Added an option to show covered equipment. |
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8/8/2003 |
Agreement Renewals Notice |
Now shows covered equipment. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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BETA RELEASE 1.4.2.11 8/5/2003 |
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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. |
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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. |
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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. |
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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. |
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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. |
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BETA RELEASE 1.4.2.10 8/4/2003 |
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8/4/2003 |
General |
Added the software version and build number to the message displayed when an application exception occurs. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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7/25/2003 |
Billing Customer List Report |
Added option to print Accounts that have NO locations attached. |
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7/25/2003 |
Call Taking form |
Using CTRL+N at inappropriate times would result in an error: ‘Cannot focus a disabled or invisible window’. |
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7/25/2003 |
Call Taking, Phone Call report |
Added the ability to print a report for a specific Concern Call from Call Taking. |
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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. |
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7/24/2003 |
Sales Tracking rpt |
Added group and sort by options for Location ID and Company Name. |
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7/24/2003 |
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Added an option to include notes in the Equipment reports. |
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7/24/2003 |
Invoice Item Detail Report |
Added a group and sort by option for Invoice Department. |
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7/24/2003 |
Sales Invoice Item report |
Modified the report to order the item detail by Detail Type. |
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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. |
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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. |
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7/21/2003 |
Sales Call Report |
Lead Notes were overlapping Job Instructions if both were used on a sales job. |
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7/21/2003 |
Calls Report |
Added Group By/Sort by Lot ID |
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7/21/2003 |
Calls report, Jobs Taken Booked report |
Added Group By, Sort By, and filter selection for Billing Acct No. |
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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. |
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7/21/2003 |
Division Setup - WO Report options |
Added options for printing Work Suggested and Archived History. |
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7/21/2003 |
Location Form / Customer Search |
Added a new Lot ID field that is searchable in the Customer Search form. |
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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. |
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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. |
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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. |
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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. |
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7/17/2003 |
Pricebook |
Added Standard Cost to the item grid in the pricebook. This field can also be printed in the grid report. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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7/17/2003 |
Customer Search, Call Taking |
Added a search option using the address 2 field. |
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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. |
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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. |
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7/16/2003 |
Tech Productivity report |
Added Total Sale Amount in Total Band. Enabled fields for Print to File. |
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7/16/2003 |
Job Summary Report |
Enabled fields for Print to File – this is only effective when Expanded Detail is selected. |
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7/15/2003 |
Project Jobs/Invoices |
Posting/Adjusting invoices will now update phases for project invoices. |
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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. |
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7/11/2003 |
G/L Transaction Review |
Added the date and time that the entry was made (Posted On). |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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BETA RELEASE 1.4.2.9 7/11/2003 |
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