DATE
|
MODULE / FORM
|
DESCRIPTION
|
RELEASE 1.5.200.36 11/19/04
|
|
11/18/2004
|
Call Taking
|
Since version 1.5.200.34, a concern or other phone call
could not be posted without a name and address entered. This is too restrictive and has been
modified. Concern and other calls do
not need a name and address unless an existing location had been
selected. This still prevents name and
address information from being deleted out of existing locations which was
the intent of the original change in 1.5.200.34.
|
|
11/18/2004
|
Billing Account History, Vendor Account History
|
Since build 1.5.2.35, sometimes an unintended 'Adjustment
posting canceled' or 'Payment posting canceled' would occur when closing the
form. This was not causing any
problems with posted adjustments or payments.
|
|
11/16/2004
|
Call Progress
|
Occasionally attempting to delete out the completed time
on an assignment would fail with the error 'Field "SchedDuration"
cannot be modified'.
|
RELEASE 1.5.200.35 11/16/04
|
|
11/15/2004
|
Billing Account History, Vendor History
|
When aging a single account and the aging calculations
have not been posted (Post and Undo buttons are enabled), the message 'Cancel
updates?' will now appear when attempting to close the form.
The last selected item is now re-focused after canceling
(Undo button) aging calculations.
|
|
11/15/2004
|
Billing Account History
|
When aging a single account, the Undo button was not responding.
|
|
11/15/2004
|
Agreement ListReport, Agreement
Profitability Report, and Renewal Notices
|
These reports were not always showing the correct current
billing account (location default).
|
|
11/15/2004
|
Comm Center
|
Added a field to display the length of the message being
entered.
|
|
11/12/2004
|
Job
|
If you created a new sales job and went directly to Job
Summary to create the install job, the software would not allow it. It would display the message, 'New job currently
open for this customer'. The same
error would occur when attempting to create more than one project phase job
at the same time. The software will
now allow these situations, but will still only allow one job at a time to be
created using the New Job button on the Customer form.
|
|
11/12/2004
|
Agreement List, Billings Due, Due For Renewal, and Pending
Renewals Reports
|
The address and/or customer name for an agreement at the
top of a new page was sometimes incorrect.
|
|
11/11/2004
|
Scorecard Reports
|
Added filtering for specific technician, department, etc.
|
RELEASE 1.5.200.34 11/11/04
|
|
11/10/2004
|
Scorecard Reports
|
Added options for user selected periods and date ranges.
Added figures for Add-on tasks to the reports.
|
|
11/10/2004
|
Pay Bills
|
Fix the cause of occasional Access Violation and Table
Busy errors when printing checks.
These errors would typically occur after a check that required a
remittance report had printed.
|
|
11/9/2004
|
Account Register
|
When making a payment to another register account, the
button for popping up the form for entering an address is now visible. This is useful particularly when making
payments to credit card accounts.
Previously you had to use a right mouse click to get an option for
address.
|
|
11/8/2004
|
Billing Account History, Vendor Account History
|
When the form is first opened, the last (most current)
entry is focused in order to avoid always having to scroll to the bottom, or use
the OPEN filter, for accounts that have a lot of history.
|
|
11/8/2004
|
Vendor Account History
|
The "NEG" (Include Negated Entries) filter
indicator was not lighting up when selected.
|
|
11/5/2004
|
Call Taking
|
You could start a non-IsService
phone call, enter no information, and post it. This created a prospect record in the
Location table where almost all columns are NULL. The system now requires a minimum amount of
information - name address, and phone number.
Also, you could select a location, delete out the
location information - name, address, etc., and then post the phone
call. Posting would clear out all the
information on the location, and billing account if it had a carbon copy
account. This can no longer occur.
|
|
11/5/2004
|
A/R Invoice
|
The Pmts/Credits and Current Balance fields were not
getting refreshed when switching between multiple invoices for a job within
the A/R Invoice form.
|
|
11/5/2004
|
Job Summary Analysis Report
|
Added Job Instructions to the report (when Show
Expanded Detail is selected).
|
|
11/4/2004
|
Call Center
|
Clicking on the employee header in the call center to
refresh tech hints a second time while still in the process of compiling the
figures would result in an access violation near address 0098xxxx.
|
RELEASE 1.5.200.33 11/3/04
|
|
11/3/2004
|
Agreement Manager
|
Added highlighting of expired credit cards. In the Billings Due view and the Periodic Invoices
view, the credit card expiration date is now highlighted in red when expired
and yellow if expiring in the current month.
There is also a filter 'EC' to filter the views for only those items
with expired/expiring credit cards.
Note that the indicator only displays in the Periodic Invoices view
for unposted invoices. Expired credit cards should be addressed
before posting the invoices.
|
|
11/3/2004
|
Agreement
|
After opening an agreement and making changes, sometimes
the changes would not be reflected after returning to the Agreement Manager.
|
|
11/2/2004
|
Account Register
|
If a transaction (payment, adjustment, or transfer)
was posted while a completed reconciliation period was selected rather than
the current period, the running balance for the new transaction was not
calculating. Also, after posting, the
account will now be automatically switched to the current statement period
with the new transaction focused.
|
|
11/1/2004
|
Pay Bills
|
When using a print dialog when printing checks (Use
Printer Dialog checked in Print Alignment), the selections made for the first
check were not carrying over to the subsequent checks. Subsequent checks would always print to the
default printer.
|
|
11/1/2004
|
Account Register - Payment, Check Register Report
|
Sometimes the reference book lookup for register
account would not include all accounts for selection.
|
|
10/29/2004
|
Agreement List Report
|
Added the option to print the report based upon agreement
termination date range.
|
|
10/29/2004
|
A/R Invoice
|
Added shortcut keys for Import Timecard Labor
(SHIFT+CTRL+T), Import Requisitioned Parts (SHIFT+CTRL+R), and Verify Part
Cost (SHIFT+CTRL+V).
|
|
10/28/2004
|
Job
|
When opening a job, if the Enter key was pressed
before the Job form opened the error "qryAssignments:
dataset not in edit or insert mode" would occur.
|
|
10/28/2004
|
Account Register - Payment
|
When making a payment from a bank account to a cash
box account, the item is now recorded in the cash box as "Cash"
instead of "Other" so that it the cash box can be properly
reconciled.
|
RELEASE 1.5.200.32 10/19/04
|
|
10/19/2004
|
Utilities, Data Transfer Service
|
FTP Data was renamed Data Transfer Service and now
works for MSDE and SQL Installations.
For MSDE/SQL facilitates backups and restores via ftp.
|
RELEASE 1.5.200.31 10/15/04
|
|
10/14/2004
|
Job
|
For sales jobs, if a salesperson's employee code was a
match with part of another employee's employee code (i.e. employee codes BRET
and BRETT), then the program would always clear the salesperson field on
sales jobs for the employee with the shorter code.
|
RELEASE 1.5.200.30 10/8/04
|
|
10/8/2004
|
Payroll Setup
|
Some of the descriptions of items on the '2 G/L' and
'4 NTC's & Premiums' tabs were truncated.
|
|
10/7/2004
|
General
|
(SQL Server/MSDE only) The version update process would
sometimes fail with the message "Couldn't perform the edit because
another user changed the record".
This would occur under rare circumstances when a boolean
column was being added to the database.
|
|
10/6/2004
|
Job Notes
|
It was possible to lose job note when entering a new
job if you leave the notes form by clicking outside the notes form instead of
closing it normally.
|
|
10/6/2004
|
Job
|
The display of the last tech and date was not always
correct, particularly for those using the Vettro
mobile application.
|
|
10/5/2004
|
Job
|
When entering a new job, if the department was not set
up to default based upon the job type entered, then
saving the new job would require that Save be selected twice in order to successfully
save the new job.
|
|
9/29/2004
|
Payroll, Export
|
Added new export method: Standard Text Export.
|
|
9/29/2004
|
A/R Invoice
|
When using Apply Pmts to apply a deposit to the invoice,
the down arrow key was not working to display the list of customer deposits
from which to select.
|
|
9/28/2004
|
Inventory
|
Modified transaction posting so that it would fail in
the situation where duplicate tags are detected during tag updating. In the rare situation where duplicate tags
had been created, subsequent updates to the tag would cause additional
duplication.
|
|
9/27/2004
|
Payroll Setup
|
(MSDE/SQL Server only) Under certain circumstances trying
to add pay items would fail with the error 'Error saving
record. Check for duplicate codes.'.
|
RELEASE 1.5.200.29 9/22/04
|
|
9/21/2004
|
Inventory Adjustments
|
If a negative Unit Cost had been entered, posting
would fail with 'Debits <> credits' message. Now the transaction is checked for negative
costs. Posting is not allowed until
the cost is corrected.
|
|
9/17/2004
|
Miscellaneous Wage manager (Commissions for Job)
|
Since version 1.5.200.22 (1.6.100.11), The employee
code was not being properly validated when entering commissions.
|
|
9/16/2004
|
Vendor List Report
|
Added FAX number, phone2, and email address to the
report (when Expanded Detail is selected).
|
|
9/16/2004
|
Agreement Billings Due, Pending Renewlas,
and Renewals Due Reports
|
The billing name and address was not showing on the
reports.
|
RELEASE 1.5.200.28 9/16/04
|
|
9/16/2004
|
Warranty Expiration Report
|
Added group and final totals for warranty reserve
balance.
|
|
9/16/2004
|
Call Taking
|
The department field was not being validated. It was possible to type in an invalid
department and create a job with the invalid
department.
|
|
9/14/2004
|
Work Order Summary Report
|
Added date/time, page number, and description of filters
used in the report heading.
|
|
9/14/2004
|
Job Summary
|
Added Job Instructions to the Job Summary form for
review/edit without having to use F11 for the notepad.
|
RELEASE 1.5.200.27 9/13/04
|
|
9/11/2004
|
Statement of Cash Flows
|
New report added to the Financial Reports group of the
Report Gallery.
|
|
9/11/2004
|
Printed Work Orders
|
Added the Job Instructions field to the Job History
section of the report.
|
|
9/9/2004
|
Agreement
|
It was possible to create an agreement with an end
date prior to the start date. This is
no longer allowed.
|
|
9/9/2004
|
Call Progress, Timecard
|
Some failures when attempting to update the timecard, primarily
from Call Progress, would attempt to display an error message on the screen
which would cause the error 'A database transaction failed to complete...' to
display and then the program would shut down.
Instead of trying to display the message, it will now be logged to the
event log in order to avoid the shutdown.
|
RELEASE 1.5.200.26 9/03/04
|
|
8/31/2004
|
Call Center
|
If the refresh was not set for 'on inactivity only', it
was possible to receive an access violation error when dragging the mouse to
adjust the duration of a call, if the refresh triggered during the mouse
drag. Refresh is now disabled while
the mouse is being dragged.
|
|
8/27/2004
|
Payroll Manager
|
Payroll will no longer allow an employee to be
verified if he has any incomplete timecard entries (no Time Out
entered). Previously the payroll
period could be posted resulting in the situation where these timecard entries
could no longer be modified (completed).
|
|
8/26/2004
|
Payroll
|
Deferred hourly wages would frequently not accumulate
into the total earnings for the period in which the wages were released.
|
|
8/25/2004
|
Wage Summary Listing
|
Wage Summary Listing form had the marketing list button
but did not create a marketing list.
This report does not contain enough info for a marketing list and the
button has been removed.
|
|
8/25/2004
|
Invoice List report
|
Added the billing and location names and addresses to the
file created when exporting to a delimited text file. Note: The Include Invoice Detail option
must be selected.
|
RELEASE 1.5.200.25 8/24/04
|
|
8/24/2004
|
Inventory Item List report
|
The report would always come up blank, even after displaying
the message 'This report will process xxx records'.
|
|
8/24/2004
|
Paging
|
Added Priority Level to the list of available pager
fields.
|
|
8/24/2004
|
A/R Invoice
|
Since 1.5.200.22, occasionally when closing the
invoice form the error 'Access violation at address
00920xxx' would occur.
|
|
8/23/2004
|
Warehouse Stock List report
|
Added a filter for Bin to the report interface.
|
|
8/23/2004
|
Inventory Manager
|
Added PostedBy column to the
Transactions view of the Inventory Manager.
|
|
|
Agreement Manager
|
If, for whatever reason, a billing had been skipped
and the From Date is always used when processing Billings Due the skipped
billing would continue to be missed month after month. Now when generating the Billings Due list,
if the system detects any billings prior to the From Date entered, a warning
message will be displayed.
|
|
8/20/2004
|
Pricebook
|
When saving changes to Default Pricing Formulas, the
message "Cancel changes and close?" would erroneously display. The form would not close until Yes was
answered to this question. Changes
were still being saved, however.
|
|
8/19/2004
|
Payroll Reconciliation
|
Fixed the spelling of LBM Monitor.
|
RELEASE 1.5.200.24 8/19/04
|
|
8/18/2004
|
Inventory
|
When using receipts from PO's the last cost of the
item was getting updated by the receipt, but not the A/P invoice when it was
posted. Now if the cost is modified on
the A/P invoice that will post to the item's last cost.
|
|
8/18/2004
|
Agreement
|
It was possible to make an agreement converted, modify
the sale date to be on or after the G/L activation date, and then commit the
converted agreement. The agreement will
now not be allowed to be committed until the sale date is changed back to be
prior to the activation date.
|
|
8/18/2004
|
A/P Checks
|
Remittance reports had an incorrect NET AMOUNT (check)
total when the report spanned multiple pages.
|
|
8/18/2004
|
A/R Invoice
|
There was a field called Reported Hours on the labor
page of Cost Entry that always showed zero.
This field is not used and has been removed from the screen.
|
|
8/17/2004
|
Call Taking
|
Added message and focus of control when the carbon
copy account is selected as the alternate account for billing. This change is an attempt to correct the
occasional lockup that occurs when the carbon copy account is selected here.
|
|
8/17/2004
|
Pricebook Import
|
(SQL Server/MSDE only) Sometimes a Pricebook import
would fail with the error ‘Key violation: Cannot insert NULL value…’.
|
RELEASE 1.5.200.23 8/17/04
|
|
8/17/2004
|
Call Center
|
On some machines (those without ADO/ODBC drivers), the
error "provider cannot be found" would result when opening the call
center. This has been corrected. SuccessWare21 no longer uses the ADO/ODBC
Drivers.
|
|
8/16/2004
|
Vendor Part Import
|
Will skip items with numbers greater than 15
characters. The automatic truncation
that was occurring would causing duplicate item
numbers that would fail to import anyway.
|
RELEASE 1.5.200.22 8/16/04
|
|
8/16/2004
|
Payroll Deferred Wages
|
Some deferred wages (wages earned in prior periods) - for
example, those entered through the Piece Rate Assistant - were not getting
flagged as such, and therefore, were not properly triggering adjustments for
overtime earned in the prior period (when the wages were marked RegOT).
|
|
8/13/2004
|
Payroll - Commissions for Job
|
Commissions earned in a prior period were not getting
flagged as deferred wages when a commission was entered and the default date
provided was not modified.
If the employee code was changed on a commission
entry, the wage entry would show up for both employees on the Deferred Wages
report, and if the commission was RegOT overtime
adjustments due would not be generated based the commission.
|
|
8/13/2004
|
Payroll Deferred Wages report
|
An employee code was being required once you clicked
or tabbed into the employee code field.
This was unnecessary -- employee code is optional.
Ordered the query by employee. Wages for an employee were scattered
throughout the report when there were deferred wages from multiple prior
periods.
|
|
8/13/2004
|
Journal Entries
|
Sometimes after modifying and saving the date for
recurring journal entries, the error 'qryGLjournal:
Dataset not in edit or insert mode' would occur.
|
|
8/12/2004
|
Income Statement and Balance Sheet reports
|
Added the ability to export these reports to a TAB
delimited text file.
|
|
8/11/2004
|
A/R Invoice
|
On occasion, the error 'List index out of bounds (-1)'
would occur. The error typically would
occur during or after posting an invoice, but could occur at other times,
such as closing the invoice form.
|
RELEASE 1.5.200.21 8/11/04
|
|
8/10/2004
|
Payroll Wage Source report
|
Added a message when attempting to run the report with
no period range selected. Previously
the report would just generate a blank preview page.
|
|
8/10/2004
|
A/R Invoice
|
When selecting an expired agreement from the Charge A
menu, a message dialog is now displayed in order to confirm that you want to
charge to the expired agreement.
|
|
8/10/2004
|
Job, A/R Invoice
|
The agreement drop down menus are now sorted by most
recently created agreement at the top in order that expired agreements will
get pushed down towards the bottom of the menu.
|
|
8/10/2004
|
Event Log
|
Logoffs prevented because a particular form could not
be closed were being logged as errors.
These events are now logged as information only events.
PO event types were listed in the event log form's
drop down list, but no events are ever recorded for these event types. Removed them from the list.
|
|
8/10/2004
|
Job Summary
|
It was rather cumbersome when it was necessary to make
changes to job summary to a closed job.
Now if you have the ability to re-open jobs, you will be able to edit
job summary without having to close job summary, open the job form, re-open
the job, and go back to job summary.
|
|
8/9/2004
|
A/R Invoice
|
If a counter sale invoice was posted, adjusted, and finally
voided it was easy to overlook the fact that there were tags remaining for
processing returns to inventory. The
software will now automatically process the returns prior to voiding the
invoice. The invoice cannot be voided
until the returns are successfully completed.
|
RELEASE 1.5.200.20 8/09/04
|
|
8/9/2004
|
Payroll Reconciliation Import
|
Added warnings in the event that deduction or employer
expense entries are found in the import file that cannot
be matched up to an employee in the payroll period.
|
|
8/9/2004
|
Location List report
|
The item count displayed prior to running the report
does not exactly match the count printed at the end of the report. Due to the nature of the report queries,
this cannot be easily corrected. But
the count prior to running the report indicates that the count is
approximate.
|
|
8/9/2004
|
Billing Account List report
|
The item count displayed prior to running the report did
not match the total count printed at the end of the report.
|
|
8/9/2004
|
Timecard report
|
On the preview screen, the totals for an employee were
incorrect when an employee's information started on one page and continued to
the next. The totals on the printed
report were OK.
|
|
8/6/2004
|
Pricebook
|
(SQL Server only) Under certain circumstances trying
to add a non-task item to the pricebook would fail
with the error 'Cannot insert NULL value in the column IsDiagItem'.
|
|
8/6/2004
|
Pricebook Import (Utilities)
|
The pricebook import was not
working in the tutorial database.
|
|
8/6/2004
|
Job Summary
|
By design, Agr Opportunity
and Extended Warranty Opp are checked by default if
the customer does not have an active agreement when the job is created. This was not working properly for jobs
created for visits from the agreement form or call center.
|
RELEASE 1.5.200.19 8/04/04
|
|
8/4/2004
|
Report Gallery
|
Added the Deferred Wages report to the Payroll reports
menu. This report was previously only
available from the Payroll Manager.
|
|
8/4/2004
|
Deferred Wages report
|
When the report had deferred wages earned in multiple
payroll periods, each prior period was being reported, but each of the
deferred wages entries in the current period were being applied to all of the
prior periods involved instead of just the appropriate prior period.
Modified the layout of the report to better illustrate
how the rate adjustment is being calculated.
|
|
8/4/2004
|
Payroll Wage Source Report
|
The Local Tax Withholding versions of the report were
printing some extraneous information on top of the real report data.
When using the 'No detail' option along with 'Use row shading'
many blank shaded lines would appear in the report.
Modified for report name consistency between the
Payroll Manager, Report Gallery, and the report title.
|
|
8/4/2004
|
Payroll Manager
|
Added the Time Card report as an option in the
manager's reports menu.
|
|
8/4/2004
|
Payroll Deferred Wages and Payroll Period Summary
reports
|
Added a message that a period selection must be made
in order to run the report. Previously
the report would not run, but there was no message why.
|
|
8/3/2004
|
Payroll Wage Summary Listing report
|
The window title has been modified to read Wage
Summary Listing.
The Employee Code and Employee Type filters were not
working properly.
|
|
8/2/2004
|
Sales Call Sheet report
|
The notes were sometimes getting truncated by the
right hand margin of the report.
|
|
8/2/2004
|
Check Printing
|
When printing check templates, one format after
another, the 'dollar amount' text was not always resetting properly. This only occurred if changing formats and
printing without exiting the print alignment form.
|
RELEASE 1.5.200.18 7/29/04
|
|
7/29/2004
|
Project Work In Progress Report, Project Estimate
Report
|
Project cost reports were not reporting the correct actual
sale amounts when invoice line items used a quantity other than one. The reports would show the line item unit
cost rather than the total cost.
|
|
7/28/2004
|
Help
|
Help file update.
|
|
7/27/2004
|
Payroll Wage Source (Earnings Analysis) report
|
The Earned amount for each detail item was always
showing zero.
|
|
7/27/2004
|
Job Scorecard
|
Sales leads per job, Callbacks per job were not being
displayed properly.
Diagnostic only was calculating improperly when some
job summaries had a value of 'null' for money count.
Job summary used to default money count to '1' when
you entered an amount in 'total ticket'.
Warranty opp CR was inverted
(i.e., 200% instead of 50%)
|
RELEASE 1.5.200.17 7/26/04
|
|
7/26/2004
|
A/P Transactions report
|
Made changes to the report to make it run faster.
(SQL Server only) The report was failing with the
error 'Multiple-step OLE DB operation generated errors'.
|
|
7/23/2004
|
General
|
Added a scroll bar to the message dialog window that
displays in various parts of the software when a list of warnings or errors
is displayed. When more that 6 or 7
warnings or errors were listed, some would be hidden. Without the scroll bar it was necessary to
stretch the form, or click in the message box and use the arrow key, in order
to see the remaining messages. This
message dialog is used frequently in the inventory module.
|
|
7/23/2004
|
Call Center
|
Incorrect registry entries may have caused a 'Division
by zero' error, or possibly 'Access violation at address 00992xxx', when
changing from the Daily Call View to the Daily Assignment View.
|
|
7/23/2004
|
A/P Aging, A/P Open Payables, A/R Aging, and A/R Open
Receivables reports
|
The vendor or billing account number and possibly the
name for the first account on a page were not showing except on the first
page of the report.
|
|
7/23/2004
|
Call Center
|
If only one figure was selected when setting up tech
hint options, requesting figures by clicking on a technician would fail with
the error 'Aggregregate config
file not found'.
|
|
7/22/2004
|
Agreement Visits Due report
|
When using the Summary Only subtotal option the report
would fail with 'Access Violation at address 0059xxx'.
|
|
7/22/2004
|
Open Receivables report
|
When using the Include Allocation Detail option, the
report would take an inordinate amount of time to run. It is still somewhat slow, but greatly
improved.
|
|
7/22/2004
|
Help
|
Help file update.
|
RELEASE 1.5.200.16 7/20/04
|
|
7/20/2004
|
Help
|
Help file update.
|
|
7/19/2004
|
Inventory Warehouse Tag Manager
|
Occasionally a tag from a counter sale invoice would
get created and not resolved, generally if the counter sale invoice was not
posted. These show up in the tag
manager without a job number or warehouse number. Now there is a message below the grid identifying
the counter sale invoice number that generated the tag.
|
|
7/19/2004
|
Employee List report
|
The Employees Only option was including subcontractors
in the report.
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7/19/2004
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Utilities
|
Removed the Update Help Files option. It no longer had any purpose.
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7/14/2004
|
Sales Invoice Items report
|
The counts and values were incorrect in the group
subtotal and final total sections of the report.
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RELEASE 1.5.200.15 7/12/04
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7/9/2004
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General
|
A cause of the error 'List index out of bounds' has
been corrected. One place this was
occurring was immediately after saving changes on the Setup page of the
Project form when one of the radio button values had been changed.
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|
7/9/2004
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Call Taking
|
The error 'Field is of an unknown type' would occur if
a location or billing account search resulted in no matches, then another
search on the same field with the same value was immediately attempted.
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RELEASE 1.5.200.14 7/8/04
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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
|
Call Center, Tech Hint Options
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When navigating from day to day, only the "show
figure" selected to replace the techs scheduled hours in the grid will
be queried. This increases call center
performance when several figures have been selected for display in the hint.
When only the "show figure" is queried, the
hint will only show that single figure, but includes the text to "click
for add'l info...". Clicking will force all figures to be
queried (for all employees) and displayed in the hint. These figures will be cleared when the day
is switched or at the next Tech Hint Refresh Interval.
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|
7/7/2004
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General
|
'Field not found' errors could occur in various places
in the software after going into Quickstart. One such error would occur in the Call
Center - 'Field DisplayColor not found'.
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7/7/2004
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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.
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RELEASE 1.5.200.13 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).
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|
7/2/2004
|
Marketing Lists
|
Removed the Opportunity Code field from the Market
List screens and reports. The field
served no useful purpose at this time.
|
|
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'.
|
|
6/30/2004
|
Equipment
|
Removed Last Service Date from the Equipment form,
Customer History form equipment panel, and Equipment List/Comparison
reports. The field is for future use,
and does not get updated.
|
RELEASE 1.5.200.12 6/30/04
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|
6/30/2004
|
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
it was not showing useful information.
|
|
6/30/2004
|
Warehouse Tag Manager
|
Editing or deleting warehouse tags was getting
significantly slower as the number of tags increased.
|
|
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
|
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.
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|
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 1.5.200.11 6/28/04 – Beta Release
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6/28/2004
|
Call Center - Technician Hint Options
|
Added a message that the number of technician hint
figures added should be limited as each item added affects Call Center
performance.
|
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6/25/2004
|
Scorecard Reports, Call Center - Technician Hints
|
If you were running in tutorial mode the hints were
incorrect because the system was still running the queries against the
regular company database.
|
|
6/25/2004
|
Call Center - Technician Hint Options
|
The refresh interval was not being calculated properly. The interval used was less than that
displayed in Technician Hint Options.
For example, if you set a refresh interval of 30 minutes, the actual
interval used was 12 minutes.
|
|
6/25/2004
|
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.
|
RELEASE 1.5.200.10 6/24/04 – Beta Release
|
|
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.
|
|
6/22/2004
|
Sales Tracking Report
|
Added City, State, and Zip to the printed output (when
Show Customer Info is selected).
|
|
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'.
|
RELEASE 1.5.200.09 6/17/04 – Beta Release
|
|
6/16/2004
|
Job Scorecard, Job Summary
|
When selecting “No Charge” on Job Summary, the Total
Ticket field was being cleared (set to null).
This was causing the associated job not to count as a “No Charge” job
in the Job Scorecard. Checking the
field now sets it to ‘0.00’.
|
|
6/16/2004
|
Sales Invoice Items Report
|
The part sale, misc sale,
and labor sale was not taking into account quantity.
|
|
6/16/2004
|
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.
|
|
6/14/2004
|
Work in Progress Report
|
Could leave Inventory Requisitions or Returns out of
the total actual cost figure if they occurred earlier or later than any other
transaction (Timecard, Receipts, A/P Invoices, Misc Wages).
|
RELEASE 1.5.200.08 6/11/04 – Beta
Release
|
|
6/11/2004
|
Reports
|
The following reports may have had a problem with
missing information similar to the A/R Transaction report that was fixed
previously on 6/10/2004:
-Agreements Due For Renewal
-Agreement List
-Renewal Notices
-Checks
-Calls
-Work Orders
-Trial Balance
-Technician Productivity
-Pricebooks
-Pricebook Item List
-Payroll Period Summary
-Payroll Deferred Wages
|
RELEASE 1.5.200.08 6/11/04 – Beta Release
|
|
6/11/2004
|
Reports
|
The following reports may have had a problem with missing
information similar to the A/R Transaction report that was fixed previously
on 6/10/2004:
-Agreements Due For Renewal
-Agreement List
-Renewal Notices
-Checks
-Calls
-Work Orders
-Trial Balance
-Technician Productivity
-Pricebooks
-Pricebook Item List
-Payroll Period Summary
-Payroll Deferred Wages
|
|
6/11/2004
|
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.
|
|
6/10/2004
|
A/R Transactions report, A/P Transactions report
|
Some transactions were not showing on the reports.
|
|
6/8/2004
|
Trial Balance report
|
Sometimes the accounts would not print in the proper
order.
|
|
6/8/2004
|
Customer History
|
Agreements are now listed in reverse date order - the
same order they show in the list in the agreement form.
|
RELEASE 1.5.200.07 6/8/04 – Beta Release
|
|
6/8/2004
|
Help
|
Updated help files.
|
|
6/7/2004
|
Equipment Comparison report
|
When using the Installed By Us and the Serviced/Not
Serviced options in combination, the report would give incorrect results.
|
|
6/4/2004
|
Payroll Wage Source (Earnings Analysis) and Wage
Listing reports
|
Some of the group subtotals and totals were incorrect.
|
|
6/3/2004
|
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).
|
|
6/2/2004
|
Paging Configuration, Marketing List Export
|
Either of these options was failing with the error
'Ancestor not found' when attempting to open the form.
|
|
5/27/2004
|
Inventory Manager
|
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.
|
|
5/24/2004
|
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.
|
|
5/24/2004
|
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.
|
|
5/21/2004
|
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.
|
|
5/21/2004
|
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.
|
RELEASE 1.5.200.06 5/12/04 – Beta Release
|
|
|
Beta Release
|
|
|
|
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