|
DATE
|
MODULE
/ FORM
|
DESCRIPTION
|
RELEASE 1.4.3.25 7/8/04
|
|
7/8/2004
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Payroll Setup
|
When set up for using in-house payroll and
adding new deductions and expenses, a warning message would display every
time a new entry was inserted. The
message was only supposed to display when attempting de-select IsEmployerManaged.
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|
7/7/2004
|
Agreement
|
When visits were scheduled in back-to-back
months, in some cases (i.e. when the number of visits per year was between
two and five), visits were not getting created for the second of the
back-to-back months.
|
RELEASE 1.4.3.24 7/2/04
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|
7/2/2004
|
A/R Invoice / General Ledger
|
Added a default G/L account for A/R
Invoice Discounts which allows the G/L account used for discounts to be
different from that used for refunds (Returns & Allowances).
|
|
7/1/2004
|
Cash Receipts
|
Since version 1.4.3.22 (1.5.200.10),
attempting to post a cash receipt using the 'Auto with adjustment' option
would fail with the message 'Last update was not properly applied to the
database'.
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RELEASE 1.4.3.23 6/30/04
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|
6/30/2004
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Reference Library
|
The Serial Numbers reference book has been
removed from the Reference Library since it is not a book designed for code
setup and was not showing useful information anyway.
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|
6/30/2004
|
Warehouse Tag Manager
|
Editing or deleting warehouse tags was
getting significantly slower as the number of tags increased.
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|
6/29/2004
|
Income Statement
|
The Multi-departmental version of the
income statement was always reporting zero for TOTAL OTHER INCOME &
EXPENSE for the individual departments.
NET PROFIT values were still correct however.
|
|
6/29/2004
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Job/Agreement
|
Canceling a call or job will now
automatically detach visits that had been attached to the call. Previously this had to be done with an
extra manual step.
|
|
6/29/2004
|
Agreement
|
An agreement visit was scheduled (assigned
to a job/call), and then the agreement was unactivated
and modified causing the visits to be rebuilt, the relationship between the
visit and the job/call was being severed without the job's knowledge. The Call Center would still display the
visit indicator (little 'v') even though the visit was no longer
attached. Now before the agreement can
be edited, the visit must be detached from the job/call using the Visits
button on the job form.
|
|
6/29/2004
|
Agreement Deferral Analysis report
|
Sorting/Grouping on Salesperson was not
working.
|
|
6/28/2004
|
Call Center - MapPoint (Canada)
|
When using MapPoint (Map Call or Map
Employee), addresses were always being search against the United States
address database, therefore the feature was not working for Canadian
companies.
|
RELEASE 1.4.3.22 6/25/04
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|
6/25/2004
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Payroll Manager
|
Under rare circumstances, a certain
combination of split percentages for a salaried employee could result in a 'Floating
point division by zero' when preparing the employee.
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|
6/23/2004
|
Cash Receipts
|
If the cash receipt form was opened from
the Billing Account History form, and the cash receipt posting process was
canceling during the manual allocation stage of the process by clicking the
Billing Account History form's exit (X) button instead of the Undo button,
the G/L transactions for the cash receipt were not being canceled, and would
post to the database with the next cash receipt that was posted, resulting in
G/L being out of balance with the receivables module.
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|
6/22/2004
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Sales Tracking Report
|
Added City, State, and Zip to the printed
output (when Show Customer Info is selected).
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6/21/2004
|
Task Form
|
Part/Labor/Misc detail
on the task was not allowing fractional quantities between 0 and 0.5 - error
message was 'Quantity must be greater than zero'.
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RELEASE 1.4.3.21 6/17/04
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6/16/2004
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Sales Invoice Items Report
|
The part sale, misc
sale, and labor sale was not taking into account quantity.
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6/16/2004
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Call Center
|
Occasionally it was possible for all calls
to stop displaying. Selecting a date
from the calendar or call calendar would correct the display issue.
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6/14/2004
|
Work in Progress Report
|
Was possible to leave Inventory Requistions or Returns out of the total actual cost
figure if they occured ealier
or later than any other transactions (Timecard, Receipts, A/P Invoices, Misc Wages).
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6/11/2004
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Cash Receipts
|
Added a message to the event log to
indicate when the cash receipt process is canceled at the manual allocation
step of the process.
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RELEASE 1.4.3.20 6/9/04
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6/8/2004
|
Trial Balance report
|
Sometimes the accounts would not print in the
proper order.
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6/8/2004
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Customer History
|
Agreements are now listed in reverse date
order - the same order they show in the list in the agreement form.
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6/7/2004
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Equipment Comparison report
|
When using the Installed By Us and the
Serviced/Not Serviced options in combination, the report would give incorrect
results.
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RELEASE
1.4.3.19 6/4/04
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6/3/2004
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Compact Databases
|
(MS Access only) Compact Databases would
not run. It would either fail with no
error message, or generate an application event log error (Dr Watson -
exception c0000025).
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RELEASE 1.4.3.18 5/27/04
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5/27/2004
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Inventory Manager
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Corrected a problem that would sometimes
cause the Inventory Manager to take a long time to load for companies that
have been using the inventory module for a long time.
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5/24/2004
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Payroll, QBLink:
|
When running multiple companies, QBLink was not displaying the correct Successware
company when connecting to Quickbooks. The connection was correct and QBLink was working properly, it was just the label
display that was incorrect.
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5/24/2004
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Payroll
|
In the Payroll Manager, Reset All Rates
would not reset the employee's standard rate for the period. This will now allow correction of overtime
rate calculations in the case where an employee's standard rate was changed
after the period was created.
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RELEASE 1.4.3.17 5/24/04
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5/24/2004
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API, SWHttpServer
:
|
If you had the same Job Type recorded for
multiple Job Classes, the Pay Item on timecard entries was using the first
job type record to find related pay item.
This only applies if you had pay items recorded for specific job
types.
If you had non-numeric department codes,
timecard punching was returning the error 'Invalid value for field
"duration"'.
All Job progress functions were marking 'ScheduledBy' = 'api'. This will now only occur if the api actually changes the scheduled date or time.
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5/21/2004
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Payroll Reconciliation
|
When reconciling with a payroll service,
if a disbursement amount was typed in without pressing ENTER or TAB to cause
the disbursement to save and the Reconcile tab was selected, the calculation would
not include the disbursement amount and would be incorrect until something
caused the modified disbursement to save.
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5/21/2004
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A/R Invoice
|
When entering a project invoice the Phase
Type entered for the line item might automatically revert to some other Phase
Type if Phase Types had been set up as numeric codes.
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5/14/2004
|
Start databases
|
Several changes have been made to the
database templates used when setting up new companies in order to eliminate
some sources of confusion during the setup and implementation process.
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RELEASE 1.4.3.16
5/13/04
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5/10/2004
|
G/L Setup
|
Removed some unused default account
settings.
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RELEASE 1.4.3.15
5/5/04
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5/4/2004
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Purchase Order
|
The purchase order was requiring a warehouse number or job
number for counted items even when inventory was not yet activated for
counting. There was no reason for this
unless inventory is activated for counting.
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|
5/4/2004
|
Account Register - Register Item Review
|
When editing a check number in Register Item Review, the
system was not allowing a check number to be entered that had been used in a
different register account.
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4/27/2004
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Management Comparison report
|
Added a section for Sales Lead information, including
leads run/sold, closing ratio, gross sales, average sale, credit rejects,
etc.
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4/27/2004
|
Reports
|
The following reports were not printing future entries
when the end date for the report was left blank: Sales Invoices, Sales
Invoice Items, A/P Transactions, A/P Invoice List, and A/P 1099.
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4/27/2004
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Check Alignment
|
The form width and height are now displayed with 2
decimals of precision so that they will correctly reflect possible settings
made in setup of printers.
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4/22/2004
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Payroll
|
Piece rate and commission wages that are marked IsRegOT will now be included in the employee's total
regular wages when calculating the employee's regular rate to determine the
employee's overtime rate for the period.
This may be required for piece rate wages and certain types of
commissions according to federal wage and hour regulations. If you have piece rate and/or commission
wages that you do not want to include in regular wages, you will need to
check those pay items in the Reference Library (or Payroll Setup) and unmark IsRegOT, if IsRegOT is
currently selected.
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|
4/22/2004
|
Call Taking
|
If identical job type codes were set up for various job
classes, the duration on calls created from Call Taking might have been
incorrect.
Call Taking was not taking the job class into account when
looking up the job type for this information.
|
|
4/21/2004
|
Equipment List and Equipment Comparison reports
|
A query was being opened unnecessarily under certain
circumstances which would have caused the report to take a little longer to
run.
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|
4/20/2004
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Equipment Comparison report
|
The report was ignoring the selected sort fields.
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4/20/2004
|
Equipment List and Equipment Comparison reports
|
Reversed the order of the Equip Type and Manufacturer
columns to match the order in other screens and reports.
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|
4/20/2004
|
Management Comparison report
|
The column headings were printing on top of the report
title on page two and greater.
|
|
4/19/2004
|
Service Location List report
|
The hint on the Terminated Agreements option was
incorrect.
|
|
RELEASE 1.4.3.14
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.
|
|
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'.
|
|
RELEASE 1.4.3.13
4/15/04
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|
4/15/2004
|
Sales Analysis report
|
Added filter and grouping options for Location Zone.
|
|
4/15/2004
|
Project Work in Progress report
|
Made changes to improve the speed of the report.
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4/15/2004
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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
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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.
|
|
RELEASE 1.4.3.12
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.
|
|
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.
|
|
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.
|
|
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.
|
|
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.
|
|
RELEASE 1.4.3.11
4/1/04
|
|
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’.
|
|
4/1/2004
|
Payroll Misc Wage Manager
|
Sometimes would allow an entry without a department.
|
|
RELEASE 1.4.3.10
3/31/04
|
|
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.
|
|
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.
|
|
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.
|
|
3/31/2004
|
Jobs Taken Booked Report
|
The sort/group by Primary Tech, added in 1.4.2.38, was not
working correctly.
|
|
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.
|
|
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.
|
|
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.
|
|
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.
|
|
3/29/2004
|
A/P Item Distribution Report
|
When including Expanded Detail, the second line of the
heading was overlapping the first heading line.
|
|
3/29/2004
|
Printed Work Order
|
Rearranged the report slightly to make room for the entire
Eq Type description for the call.
|
|
3/26/2004
|
Payroll Setup
|
The Labor Burden page was showing a bogus average LBM
calculation.
|
|
3/26/2004
|
Agreement
|
Added the equipment System field to the list of covered
equipment in the Agreement form.
|
|
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.
|
|
RELEASE 1.4.3.09
3/26/04
|
|
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.
|
|
3/25/2004
|
QBLink
|
There was still a problem with the payroll import for
QuickBooks® Canada. Employee update
was still giving 1000 error.
|
|
RELEASE 1.4.3.08 3/25/04
|
|
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
|
|
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.
|
|
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.
|
|
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.
|
|
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.
|
|
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.
|
|
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.
|
|
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.)
|
|
RELEASE 1.4.3.07 3/10/04
|
|
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.
|
|
3/9/2004
|
Company
Setup
|
Increased
the size of the company name field in Company Setup from 35 to 65 characters.
|
|
3/9/2004
|
A/P
Transactions report
|
Fixed
caption Receivable Type Options - changed to Payable Type Options.
|
|
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.
|
|
3/3/2004
|
Project
|
Fixed
the window title on the project open balance billing entry form.
|
|
RELEASE 1.4.3.06
3/3/04
|
|
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.
|
|
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.
|
|
3/3/2004
|
Agreement
|
Added an event log entry whenever an agreement is terminated.
|
|
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.
|
|
3/2/2004
|
Calls report (Report Gallery -> Job/Call reports)
|
Added Last Name, First Name, and Company Name to the group
/ sort by fields.
|
|
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.
|
|
3/2/2004
|
Sales Analysis report
|
Added options for selecting whether a customer has
agreements, expired agreements or no agreements.
|
|
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.
|
|
2/26/2004
|
Material Requisitions
|
When using the Copy Quote feature, items were not getting
created in the same order as on the quote.
|
|
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'.
|
|
2/26/2004
|
Income Statement
|
Sometimes when Net Sales for the report was zero, the report
would fail with 'Invalid floating point operation'.
|
|
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.
|
|
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.
|
|
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.
|
|
2/24/2004
|
Phone Call report
|
Added Map Code and Zone to the group and sort by fields.
|
|
2/23/2004
|
Jobs Taken Booked Report
|
Added option to group/sort by Primary Tech.
|
|
RELEASE
1.4.3.05 2/24/04 – Initial Release
|
|
2/20/2004
|
Data Structure Changes
|
Tables from the Script database have been moved into the
individual company core databases.
This will allow scripts to be created/edited separately
for each company in SuccessWare21.
|
|
|
|
|
|