|
DATE
|
MODULE / FORM
|
DESCRIPTION
|
RELEASE 1.6.300.56 2/22/06
|
|
2/22/2006
|
A/P Invoice List Report
|
Significantly improved the speed of the report.
|
|
2/22/2006
|
Pricebook
|
If the pricebook was open, and the windows desktop
experience a desktop redraw event, the pricebook would experience an
"Access Violation" error.
This was caused by the way the treeview components respond to the this
event. This error has been corrected.
|
|
2/13/2006
|
Printed Work Order
|
The 'Visit(s) to be performed" section was only
showing a single visit even if multiple visits were assigned to the call.
|
|
2/10/2006
|
Pricebook Item Search
|
Sorting was not always working when clicking on column
titles.
|
RELEASE 1.6.300.55 2/8/06
|
|
2/8/2006
|
Call Progress
|
Call progress was allowing you to complete a canceled
call with no assignments. This would
leave the job in a state where could could not be completed and could not be
canceled. Completing and then
uncoompleting calls in this state will reset them to an uncomplete
state. You will then be able to cancel
the call.
|
|
2/8/2006
|
Call Progress
|
Call progress was allowing you to complete a canceled
call with no assignments. This would
leave the job in a state where could could not be completed and could not be
canceled. Completing and then
uncoompleting calls in this state will reset them to an uncomplete
state. You will then be able to cancel
the call.
|
|
2/8/2006
|
Inventory Manager
|
Since version 1.6.300.54, some manager forms would
attempt to apply a previous column sort when there had been no previous
selection of a sort (grid title click).
This sometimes resulted in a 'Cannot sort by this column'
message. One place this was occurring
was when searching for an item number in the Parts or Whse views of the
Inventory Manager.
|
|
2/8/2006
|
Inventory Manager
|
Since version 1.6.300.54, an access violation at or
near address 0055xxxx could sometimes occur at various places in the software. One place this could have occurred is when
searching for an item number in the Parts or Whse views of the Inventory
Manager.
|
|
2/7/2006
|
Payroll, Assisted Payroll Tax Withholding
|
When posting payroll with assisted payroll tax withholding
enabled, the check for invalid payroll tax codes would occasionally report
invalid codes from other periods.
|
|
2/6/2006
|
Scorecard Reports
|
(MS Access only) When grouped by Zone, the reports
would fail with the error 'Unspecified error'.
If a report was run one time with a filter and then
immediately with the same filter removed, the report would still apply the
previous filter.
|
|
2/6/2006
|
Agreement Reports - Visits Due, Deferral Analysis,
Reserve Analysis
|
These reports would sometimes show incorrect billing
account info.
|
RELEASE 1.6.300.54 2/1/06
|
|
1/31/2006
|
Version Updates
|
If the version update dialog box was closed using the
window's 'X' button instead of the 'Close' button, an 'incomplete' email message
would be sent to SuccessWare instead of a 'complete' message.
|
|
1/31/2006
|
Agreement
|
If a new "converted" agreement was left in a
converted state for a period of time before finally committing, it was possible
that too few open visits would have been created in order to continue
servicing the agreement properly.
|
|
1/29/2006
|
GLMap, DeptMap
|
When resuming a previously saved mapping, get accounts
from the standard template in case there have been any changes since the
mapping was saved. Then apply saved
user additions, if any.
|
|
1/26/2006
|
Equipment List Report
|
Equipment attached to non-job (agreement) invoices was
causing the report to show incorrect results.
Customers with multiple pieces of equipment sometimes
would cause the report to show incorrect results.
|
|
1/24/2006
|
Job Form, Call Taking
|
The callback dropdown/popup menu was sometimes listing
the dates of jobs as "12/13/1899".
This has been corrected and the date of jobs is now listed as
- the 'date' the job was run, or
- the 'start-end' dates the job was run, or
- if the job has not been run, the 'scheduled' date,
or
- if the job has not been scheduled the 'taken' date.
Canceled jobs are not included in this list.
|
|
1/24/2006
|
Job Summary
|
Modified the message displayed for completed/closed
jobs to identify right-click as the method for getting a popup menu to
display.
|
|
1/24/2006
|
Timecard Assistant
|
Corrected misspelling on the "Select
Employees..." screen.
|
|
1/24/2006
|
Sales Invoices Report
|
The Net Balance column was not taking into account any
discounts included on the invoice.
The parts cost, labor cost, misc cost, and gross
margin percent of sale calculations are not being calculated based upon the
amount of sale after discounts are applied for consistency with other
reports.
|
RELEASE 1.6.300.53 1/23/06
|
|
1/20/2006
|
Recurring Vendor Invoice
|
Number of payment has a limit of 100, not the limit is
1000.
Upon opening the recurring setup, the number of
days/months would always reset to zero.
|
|
1/18/2006
|
Vendor History Form
|
Deleting an allocation for the last or second last
item in the grid may have resulted in a "Grid index out of range"
error.
|
|
1/18/2006
|
Call
Center - Daily
Assignment View
|
Srolling the mouse wheel used to result in the error
"Grid index out of range".
|
|
1/17/2006
|
Quickstart/General Setup
|
On occasion, a 'cannot insert NULL value...' error
would occur when attemping to modify certain setup options either through
General Setup or Quickstart.
|
|
1/17/2006
|
A/R Invoice
|
Importing timecard labor while still inserting a new
invoice line item would cause a situation where the Technician Productivity
report would show incorrect hour totals when using the By Invoice
option. The system now forces the line
item to be saved prior to importing timecard labor. This update also cleans up the bad imported
labor detail so that the timecard labor can be re-imported correctly.
|
RELEASE 1.6.300.52 1/17/06
|
|
1/17/2006
|
Pricebook
|
When printing Standard format #2, it was possible for
task descriptions/notes to break across pages. The item description, notes, and detail if
included, will now 'stay together' on a single page when possible.
|
|
1/6/2006
|
Counter Sales, A/R Invoice, User Abilities
|
Previously, in order to post counter sale invoice, you
were required to allow posting of all A/R Invoices. Now, you can allow a user to post counter
sales, but not job related invoices.
|
|
1/3/2006
|
Sales Call Sheet
|
The last digit of Call Date was sometimes partially
truncated.
|
|
1/3/2006
|
Work Order
|
Corrected the vertical position of Scheduled Time
field.
|
|
1/2/2006
|
Reference Library, QuickStart
|
Sometimes the Job/Call Types book would open up
filtered by Job Class, based upon filtering from a previous use of the book.
|
|
12/29/2005
|
Inventory Adjustments
|
If the adjust code was typed in, rather than selected
from the reference lookup, the assigned G/L account was not being recorded
and the adjustment could not be posted.
|
RELEASE 1.6.300.51 1/1/06
|
|
1/1/2006
|
Reference Library, QuickStart
|
Reverted the change made in1.6.300.49, certain books
(Adjust Codes, Distribution Codes) were no longer appropriately filtered when
opened from the Reference Library / QuickStart.
|
RELEASE 1.6.300.50 12/30/05
|
|
12/30/2005
|
Pricebook
|
On occasion, the error 'Subquery returned more than 1
value...' when printing a pricebook, or editing a task group.
|
RELEASE 1.6.300.49 12/29/05
|
|
12/29/2005
|
PB Item Search
|
(MSDE/SQL Server only) When showing sale/expense type
column and searching by that column, the error 'Ambiguous column name' would
occur.
|
|
12/29/2005
|
Inventory Adjustments
|
If the adjust code was typed in, rather than selected
from the reference lookup, the assigned G/L account was not being recorded
and the adjustment could not be posted.
|
|
12/29/2005
|
Reference Library, QuickStart
|
Sometimes a book would open up filtered, based upon
filtering from a previous use of the book.
(e.g. Job/Call Types might have shown up filtered for a specific Job
Class.)
|
|
12/28/2005
|
Sales Lead Tracking Report
|
Added Job Lead Source as a filter option.
Added Location Lead Source as a filter, sort, and
group option.
|
|
12/28/2005
|
Trial Balance, Income Statement, and Cash Flow Reports
|
Added a message that displays when the period or date
range is invalid. Previously the
report would not run, but would offer no indication of why.
|
RELEASE 1.6.300.48 12/28/05
|
|
12/23/2005
|
Trail Balance Report
|
The beginning balance was sometimes incorrect for the
subaccount drilldown if the account included both a master account balance
and subaccounts balances.
|
|
12/20/2005
|
G/L Related Reference Books, Item Search, Company
Setup
|
Added the ability to show G/L account in reference
lookups (sale types, expense types, adjust codes, etc.) and expense type and
the associated G/L account (or sale type and G/L account) in the item number
search when purchasing (or billing).
Configuration flags have been added to the Other tab of Company Setup
to control whether this feature is active or not.
|
RELEASE 1.6.300.47 12/19/05
|
|
12/19/2005
|
Database Update
|
When updating from older versions, an ‘access
violation’ error would be experienced.
|
RELEASE 1.6.300.46 12/16/05
|
|
12/16/2005
|
Pricebook, Printing
|
It was possible for lines between columns not to print
for first row on a page.
|
|
12/16/2005
|
Inventory Manager, Requisitions, Returns, Transfers,
Adjustments
|
On rare occasions the transaction date include a
fractional hour value that caused the document not to show in the inventory
manager.
|
|
12/16/2005
|
Merging Billing Accounts, Merging Locations
|
Previously was not updating phonecalls. DB Update to correct mislinked phone calls
due to merging.
|
|
12/15/2005
|
Payroll, Quickbooks Export, Commissions
|
When exporting commissions to quickbooks, if the
period for an employee contained both deferred and non deferred wages, this
created two entries in quickbooks for the payitem.
|
|
12/8/2005
|
Call Taking
|
Email address and contact were not being copied from
the location to the carbon copy billing account as originally intended.
|
|
12/7/2005
|
Pricebook
|
The indicator on item categories indicating invalid
expense/sale types now shows when the expense or sale type for the cargory
has been deactivated.
|
RELEASE 1.6.300.45 12/6/05
|
|
12/5/2005
|
Call Taking, Scripts, Free Scripts
|
Adding new pages was not allows adding a new
page. This has been corrected.
|
|
12/2/2005
|
Reference Library, User Abilities, General Ledger
|
Added user ability on Setup tab, "Modify
Accounting Books" this controls ability to edit the books listed in the
"Accounting" section of the Reference Library.
Moved the following books into the Accounting Section
of the Reference Library: Expense types, Sales types, IC adjust codes,
Payroll Deductions and Expenses.
|
RELEASE 1.6.300.44 11/29/05
|
|
11/28/2005
|
Job Tag Manager
|
Quantities less than -9 or greater than 9 were not
allowed due to recent correction to allow fractional values.
|
RELEASE 1.6.300.43 11/22/05
|
|
11/18/2005
|
Customer History
|
Added a confirmation prompt when requesting to delete
an archived history record in order to avoid accidental deletions.
|
|
11/17/2005
|
Call
Center
|
Sometimes when closing SuccessWare a "Field
'AssignedCount' not found" error would occur if the Call Center
had been open.
|
|
11/17/2005
|
Pricebook Pricing Setup
|
Sometimes when saving pricing setup changes, the
system would prompt 'Cancel changes and close pricing setup?' after saving.
|
|
11/17/2005
|
Call Progress, Send Page
|
Sending a page from call progress, after adding
assignments, would sometimes result in an error.
|
|
11/16/2005
|
Management Comparison Report
|
Fixed queries for agreement counts and values.
-Processing renewals was eliminating those agreements
from the count queries and caused period activity counts to decrease.
-Agreements terminated prior to activation (never
activated) were affecting counts.
-Counts for periodic agreements were incorrect for
other reasons.
|
|
11/11/2005
|
Payroll Reconciliation
|
Reconciliation was allowing negative check amounts to
be entered, but this causes the checking account to be out of balance. Check amounts must now be positive.
|
RELEASE 1.6.300.42 11/10/05
|
|
11/10/2005
|
ARInvoice
|
When entering Part, Misc, or Tasks, for Line items, or
Parts or Misc for detail, the quantity will be rounded to 4 decimals. This may correct issues regarding the creation
of tags with a very small positive or negative value. This also helps facilitate the creation of
requisitions with fractional quantities from invoices.
|
|
11/9/2005
|
A/R Invoice, Counter Sale
|
Fractional quantities were not supported by the job
tag manager for creation of inventory requisitions and returns. For nomal A/R Invoices the requisition
could be created through the inventory manager. For counter sale invoices there was no
workaround other than to not use fractional quantities. Fractional quantities can now be handled
through the job tag manager.
|
RELEASE 1.6.300.41 11/7/05
|
|
11/7/2005
|
Call
Center
|
When filters were set to include canceled and unassigned
calls, it was possible to experience a 'field not found error' for the fields
AssignedCount, IsCanceled, and CallID.
|
|
11/7/2005
|
QuickStart
|
When entering starting balance receivable invoices, a letter
will now be required so as not to allow conflicts with generated invoice
numbers.
|
|
11/4/2005
|
JobForm, Deposits
|
When recording deposits from the job form, billing
account locks were not being released.
|
|
11/3/2005
|
Timecard Assistant
|
Was allowing access to users regardless of permission
to timecard manager.
|
|
11/3/2005
|
Timecard
|
Original rate was sometimes visible if it did not
match the rate on the entry, even if the user did not have permission to see
the rate.
|
|
11/3/2005
|
API Messages
|
Occasionally, under rare circumstances, a message
intended for third party applications using the SW API would not get
delivered to the third party application.
|
RELEASE 1.6.300.40 10/24/05
|
|
10/21/2005
|
Receivable Statement
|
The total balance due was not always taking into
account the final deposit listed on the report.
|
|
10/19/2005
|
Employee Qualification form
|
Job classes on the job type tab sheet will now show a wrench
for which the employee has a check on the Job Class tab.
|
|
10/19/2005
|
Call
Center
|
When the call center was first opened, if a sort
setting had been setup, it would not initially sort properly. This has been corrected.
|
|
10/18/2005
|
Vendor Part Import
|
Added option to update item descriptions in
pricebook. Only items marked as
"X" in add column are updated (same as when adding items)
|
|
10/14/2005
|
Agreement Profitability Report
|
Added the ability to filter the report by Location ID
and Billing Acct No.
|
|
10/14/2005
|
Receipts/POs
|
A receipt created from a PO would get the default
warehouse assigned when the PO had had the
warehouse cleared. The warehouse on
the receipt will also now be clear if it was clear on the PO.
If the warehouse was clear on a receipt, editing the
receipt would focus the warehouse field by default. This now only occurs prior to line items
being entered on the receipt.
|
|
10/11/2005
|
Journal Entry
|
Sometimes the "increase / decrease" hint
under the debit and credit fields would not display.
Corrected some issue with focus of the correct field
depending on whether the account is sub accounted, or requires a department.
|
RELEASE 1.6.300.39 10/9/05
|
|
10/9/2005
|
Customer History
|
Opening Customer History would fail with the error
'invalid blob handle in record buffer' when the customer has been included in
a large number of marketing lists, and old marketing lists are not being
deleted by the user. Now Customer
History shows the last 50 marketing list entries for the customer.
|
|
10/8/2005
|
G/L Journal Entries
|
Since version 1.6.300.38, when posting journal
entries, the system would fail when deleting out the posted entries with the
error 'record was changed by another user'.
The posted entries would have to be deleted out manually. For recurring entries the same error would
occur and the system would fail to update the last posted date correctly.
|
|
9/30/2005
|
Customer Form
|
When the most recent agreement for a customer was
terminated with a future date, the Agreement indicator was showing green with
the hint "coverage ends on mm/dd/yy" while the current date was
prior to the termination date. This
has now been changed. The indicator
will now show yellow with the hint "terminated as of mm/dd/yy"
prior to the termination date, then change to red on the termination date as
usual.
|
|
9/30/2005
|
Account Register
|
Opening balance entries for checks will now set the
reference column equal to the check number consistent with what happens when
live Checks re posted.
When undoing a reconciliation, if an Other Adjustment
had been applied to a deposit from the reconciliation, it is cleared since it
might not be applicable to deposits to be made from a re-reconciliation. When the account is re-reconcilied, it will
be necessary to re-enter the Other Adjustment if it still applies to any
re-deposit.
|
|
9/27/2005
|
Printed Work Order
|
The work order was not printing the equipment system
identifier.
|
|
9/26/2005
|
Inventory Movement Report
|
Running report would result in the exception
"type mismatch...". This
occured only for SQL/MSDE installations.
Also modified report to only include active items, or
items with activity.
|
RELEASE 1.6.300.38 9/22/05
|
|
9/21/2005
|
Reports
|
Added new report: Inventory Movement. For each item, reports the sum of
quantities and values for all requisitions/returns over a specified time period
from the list of all items or all stock items. Can be used to find slow moving parts in
your inventory.
|
|
9/21/2005
|
A/R Cash Receipts
|
Corrected some quirkyness with the enabling/disabling
of the Auto Allocation option.
|
|
9/21/2005
|
A/R Statements
|
Modified the ' Adjustments' column on the Open Item
statement to read 'Pmt/Adj'.
Added an option to allow selection of whether a
statement will print for accounts that have no receivable balance, but do
have an open deposit balance.
|
RELEASE 1.6.300.37 9/16/05
|
|
9/13/2005
|
Agreement Deferral and Reserve Analysis Reports
|
When printed to a text file, every 67th line or so was
being split between two lines in the text file.
|
|
9/12/2005
|
On-line Help
|
Help file update.
|
|
912/2005
|
QuickStart
|
The 'Instructions' button for Register Accounts /
Opening Balances was not launching the intended help topic.
|
|
9/11/2005
|
Job Manager
|
There was an action for New Job that did nothing
except open Customer Search which can be opened from anywhere with
CTRL+F12. The action has been replaced
by Open Customer which will open the Customer Form (shortcut key still
Insert) for the location for the job currently selected. Then all you need to do is press Insert
again to create a new job for the customer.
|
|
9/10/2005
|
Recurring Vendor Invoices
|
Opening recurring setup for an existing limited term
recurring payable was changing the term setting to open ended (if the user
did not notice the change and switch it back to limited).
|
|
9/10/2005
|
Pay Bills
|
After selecting to hide On Hold items, other items
after the due date that should not be in the view sometimes appeared.
|
|
9/8/2005
|
Sales Invoice Items Report
|
In the final totals, the values printed for part,
labor, and misc cost as a percentage of sale were incorrect.
|
|
9/7/2005
|
Sales Lead Tracking Report, Sales Call Sheets
|
Added Sale Reason to the sort/group fields.
|
RELEASE 1.6.300.36 9/4/05
|
|
9/4/2005
|
Online help (F1)
|
Help file update
|
|
9/4/2005
|
General Ledger Setup
|
Added finer control over abilites allowed in G/L
Setup. You now have separate control over
whether users can modify accounts, modify subaccounts, modify default
accounts, modify departments, modify fiscal periods, update period status,
reopen fiscal periods, and modify report groups.
|
|
9/4/2005
|
Sales Lead Tracking Report
|
Added the 2nd phone number to the location information
printed on the report.
|
|
9/4/2005
|
Sales Call Sheet
|
Added status (Sale Status) to the report.
|
|
9/4/2005
|
Printed Purchase Order
|
Added "Issued By" (created by) to the
printed purchase order.
|
|
9/2/2005
|
Job
|
Sales estimates can now be finalized.
|
RELEASE 1.6.300.35 9/2/05
|
|
9/2/2005
|
On-line help.
|
Help file update.
|
|
9/2/2005
|
Job Manager
|
Expanded the filter options related to job progress: options
are now Incomplete Jobs, Open Jobs, and Unfinalized Jobs.
|
|
8/31/2005
|
Purchasing Wizard
|
Cleaned up some ambiguous error message reporting if a
failure occurred when creating an item list for any reason.
|
|
8/31/2005
|
Accounts Payable
|
Posting a vendor check was skipping selected items
when allocating the check in the payables module if the discount taken
equaled the total amount of the invoice.
The discount taken was being included in the general ledger posting,
however. This combination was throwing
the accounts payable module out of balance with general ledger by the
discount taken amount.
|
|
8/31/2005
|
Billing Account History, Vendor Account History
|
Since version 1.6.300.34, some of the columns in the grid
were not showing the correct information.
|
|
8/30/2005
|
Account Register
|
Added the description of the selected account to the
caption of the account register window.
|
|
8/29/2005
|
Invoice Scorecard Report
|
"Average Sale
(Money Invoices)" was calculating incorrectly. It was showing the same value as
"Average Sale".
|
RELEASE 1.6.300.34 8/26/05
|
|
8/26/2005
|
Billing Account History, Vendor Account History
|
Item Date is now included in the grid along with Due
Date.
|
|
8/26/2005
|
Payables Manager
|
Now has an option to search for posted payables based
upon Item Date, in addition to Due Date.
|
RELEASE 1.6.300.32 8/24/05
|
|
8/24/2005
|
Call Taking Review
|
For some companies, using review with date and username
removed (all phone calls) would fail with the error 'Temporary table resource
limit'.
Selecting All, Service, Concern, or Other now causes a
new query to be generated rather than a filter modification in order to allow
for smaller query datasets.
For flexibility, added from and thru date range. This eliminates the need to run a query for
all dates (all phone calls) when interested in anything other than just a
single date, say one week or one month.
|
|
8/20/2005
|
Purchase Orders, Vendor Invoice/Receipt
|
If any items on a PO had more than one vendor (vendor
item number) assigned, attempting to create a receipt or vendor invoice from
the PO would fail if an item PO had just
been selected after searching be vendor item number.
|
|
8/17/2005
|
Projects
|
When a project job (phase) is canceled, the phase
still contains the original estimate values.
These estimates would still show up in certain places (Project
Estimate Report), but not others (Work In Progress Report). The phase would also be filtered out of the
phase list when modifying estimate amounts, so the estimates could not be
modified (cleared out). Now the phase
will show up for editing on the Estimate tab of project setup, and on all
reports, with a comment indicating it is canceled. Either before or after canceling, you will
probably want to zero out all of the estimate values on the Estimate tab of
project setup.
|
|
8/16/2005
|
Employee Setup
|
If you tried to save changes to the employee after entering
either an invalid training entry (missing date or description) or salary
split (missing pay item), the program would terminate after displaying the
message 'A database transaction has failed...'.
|
|
8/16/2005
|
Call
Center, Sched Assistant
|
Since build 1.6.300.29, The system was reporting that
the tech lacked the required skill when the call did not have any special
skill assigned.
|
RELEASE 1.6.300.31 8/13/05
|
|
8/13/2005
|
Reports
|
Added a lookup ("Open Jobs") for Job Number in
various reports.
|
|
8/13/2005
|
A/R Invoice - Enter Cost
|
Modified to keep focus on the current record after
inserting or editing, instead of jumping back to the first item in the list
(in most cases).
|
|
8/13/2005
|
Agreement Deferral Analysis and Reserve Analysis
Reports
|
Added the ability to print to a tab delimited text
file.
|
|
8/13/2005
|
Call Progress / Timecard
|
Since build 1.6.300.29, trying to post call progress entries
resulted in 'timecard updates canceled'.
|
RELEASE 1.6.300.30 8/12/05
|
|
8/12/2005
|
Register Account Setup
|
Moidified to allow the ability to alter the G/L
account and/or subaccount assigned to register accounts. A popup menu option must be selected in
order to enable the G/L fields. A
warning is issued reminding the user to make sure the register is balanced
with the new G/L account/subaccount.
The system also makes an event log entry when the account/subaccount
is changed.
|
RELEASE 1.6.300.29 8/09/05
|
|
8/9/2005
|
Merge/Delete Billing Accounts
|
Modified the message displayed when merging a carbon
copy account into a non-carbon copy billing account. This situation can result in a mismatched
location and carbon copy billing account.
The message displayed better explains the options when this situation
occurs.
|
|
8/9/2005
|
Billing Account History
|
The retainage balance displayed may have been
incorrect. It was not including retainage
entered on project opening balance invoices.
|
|
8/8/2005
|
A/R Statements
|
It was possible for zero-balance account to be
included unintentionally if the account included applied deposits in the
current statement period.
|
|
8/1/2005
|
A/R Invoice
|
Made a change that should allow the checklist form for
importing timecard labor pop up a little faster.
|
|
8/1/2005
|
Agreement Manager
|
Added a confirmation prompt before starting Mark All
Paid or Mark All Unpaid processes in the Periodic Invoices view.
|
|
8/1/2005
|
Reference Library
|
If a pay item had been assigned to a job type, then
removed at a later time, the underlying link to the pay item was still
assigned causing the pay item to be used inappropriately on timecard entries or
piece rate wages.
|
|
7/29/2005
|
Call
Center
|
After selecting a visit from the visits list in the
call center, using the notepad (F11) would show work done and work suggested
notes from a seemingly random job in the customer's history.
Added a menu option 'Open Job' to the visits grid in
the call center.
|
|
7/29/2005
|
Empoyee Setup
|
Qualifications and Special Skills: Job Classes, Types,
and Skills specified for employees, are now setup a little differently. A button on the Employee Setup form will
open the Employee Qualifications and Special Skills form which will allow you to select classes,
types and skills like before, but without the limitation previously imposed by
the comma delimited representation of 255 characters.
|
|
7/22/2005
|
Job Summary
|
Now shows a red warning message in the happy check
area when the billing account has been flagged for No Happy Checks.
|
|
7/22/2005
|
Calls Report
|
When using the Need Happy Checks option of the report,
calls are now excluded from the report where the billing account has been
flagged No Happy Checks.
|
RELEASE 1.6.300.28 7/28/05
|
|
7/22/2005
|
Calls Report
|
When using the Need Happy Checks option of the report,
calls are now excluded from the report where the billing account has been
flagged No Happy Checks.
|
|
7/22/2005
|
Job Summary
|
Now shows a red warning message in the happy check
area when the billing account has been flagged for No Happy Checks.
|
RELEASE 1.6.300.27 7/18/05
|
|
7/18/2005
|
Project Estimate Report
|
Added salesperson code and name to the report.
Billing account name was not printing properly. It was showing the first name from the
location instead of the billing account's first name.
|
|
7/15/2005
|
Reference Library, Pricebook
|
Modified the validation routines to allow the period
character to be included in a reference code or item number.
|
|
7/14/2005
|
On-line Help (F1)
|
A recent Microsoft security patch caused on-line help
to stop working - a page with the message "Action canceled" would
be displayed instead of the help requested.
A fix has been make that will correct the problem in most cases. If after installing this update, help still
fails to open on any particular workstation, run SuccessWare one time while
logged into a Windows administrator user account and open help (F1). Once this is done, help should then work
for any user on the workstation.
|
|
7/13/2005
|
Company Setup
|
The inventory count activation can now be cleared if
all posted inventory transactions have been adjusted (reversed).
|
|
7/13/2005
|
Inventory Manager
|
Added columns to the warehouse grid to indicate whether
a warehouse is primary or not, and active or not.
Added a column to the parts grid to indicate whether a
part is active or not.
For consistency with other managers, and to correct
some filtering issues, the “Active” filter in the Stock/Whse and Parts views
of the manager have been modified.
When the filter is off all items are displayed whether active or
not. Turn the filter on to exclude
inactive items and include only active items.
|
|
7/12/2005
|
Vehicle Manager
|
When opening the manager, it was possible to encounter
an error 'Key Violation: At most one record can be returned by this
subquery'. This would occur when
EndMileage was null on two or more entries for the same vehicle.
|
|
7/11/2005
|
Job, A/R Invoice, Project, Call Taking
|
Modified the popup menus for selecting a general
billing account. Menus are now sorted
by company name / last name.
|
|
7/8/2005
|
A/R Invoice
|
If the billing account was changed but the changes were
not saved (Undo selected), the original billing account information was not
being redisplayed on the form.
|
|
7/8/2005
|
Agreement Manager/ A/R Invoice
|
If the location's default billing account had been
changed since posting a periodic billing invoice and subsequently an invoice
was printed from the Agreement Manager, the billing account on the invoice
was being changed to the new default billing account causing the billing
account on the posted invoice to be different from the receivable for the invoice.
|
|
7/7/2005
|
Account Register
|
Made a change that may fix an occasional access
violation that would occur near address 00797xxx.
|
|
7/5/2005
|
Pricebook
|
The popup item search form was not showing the vendor
item number column or vendor number column for searching when in the
pricebook.
Added an option to print / not print group notes when
printing a book.
|
RELEASE 1.6.300.26 7/5/05
|
|
7/1/2005
|
Customer History
|
Modified the form to maintain focus on the currently
selected items in the grids when the data on the form refreshes.
Removed the row indicator column in the grids to make
room for wider data columns.
|
RELEASE 1.6.300.25 6/30/05
|
|
6/30/2005
|
Customer Search, Billing Account Search, Job Manager,
Invoice Manager
|
Made changes that should prevent occasional 'Field not
found' errors.
|
|
6/30/2005
|
Vehicle Manager
|
Since version 1.6.300.9, grid reports were including some
information that had been excluded from the grid via filters on the form.
|
|
6/29/2005
|
Grid Reports
|
Grid reports were allowing calculated fields to be
selected for sorting and grouping.
However, using these fields would cause the report to fail with the
error 'Field index out of range'.
|
|
6/29/2005
|
Vehicle Manager
|
Modified the form and reports to label distance and
volume fields with the appropriate metric units for Canadian users. Use Company Code = 'CA' in Company Setup to
enable this feature.
|
|
6/29/2005
|
Assignments Report
|
The group header was showing 12/30/1899 when grouping
by Scheduled Time.
|
|
6/23/2005
|
A/R Open Receivables Report
|
The Days Overdue "as of" date was not
completely printing.
|
|
6/23/2005
|
A/P Item Distribution
Report
|
Added a column for Warehouse No to the report.
|
RELEASE 1.6.300.24 6/23/05
|
|
6/22/2005
|
Call
Center
|
The unassigned call panel in the Daily Call View would
not show a vertical scroll bar when "Auto Size Unassigned Call
Panel" was disabled (unchecked).
|
|
6/22/2005
|
Online help (F1)
|
Help file update.
|
|
6/22/2005
|
Material Requisition / Return
|
Modified the requisition and return forms to show the
department for the job entered/selected.
|
|
6/22/2005
|
Agreement
|
Under certain circumstances, terminating an agreement
with a deferred maintenance revenue balance would not make the deferred
revenue adjustment for the correct amount.
Also added a utility, "Fix deferred/reserve balances", to
the agreement only visible in the popup menu when balances are not zero for
terminated agreements.
|
|
6/10/2005
|
A/R Invoice Manager
|
Selecting "Reset selected for next batch"
(previously called "Reprint") would fail with an access violation
error at or near address 0049Dxxx.
|
RELEASE 1.6.300.23 6/10/05
|
|
6/8/2005
|
Payroll Miscellaneous Wages
|
Modified to append new records rather than insert
before the current/last record entered (it is more natural).
|
|
6/8/2005
|
Printed Purchase Order
|
Modified the printed PO to show 4 decimals on the unit
price since the PO can be entered that way.
|
RELEASE 1.6.300.22 6/7/05
|
|
6/6/2005
|
A/P Recurring Invoices
|
The recurring setup form now makes use of the monthly
interval settings when determining the value for Next Due (calculated). Previously the Next Due (calculated) would
always be set to today's date for the first invoice regardless of the day of
month entered.
Modified the recurring setup form to show Next Due (calculated)
as changes are made to the interval settings.
If Next Due (actual) must entered manually for a new
recurring template, the system will now automatically re-calculate Next Due
based upon the interval settings after creating the first invoice. Previously you would have to go into
recurring setup and select the checkbox to force the system to re-calculate
Next Due.
|
|
6/4/2005
|
A/R Invoice
|
Anything typed into the SalesPerson field was being
accepted. A valid salesperson code is
now required.
|
RELEASE 1.6.300.21 6/3/05
|
|
6/3/2005
|
F1 Help
|
On-line help file update.
|
|
6/3/2005
|
Journal Entries
|
(MSDE/SQL Server only) It was possible to get blank
entries in a set of recurring journal entries. These blank entries would sometimes cause a
'Could not find record' after posting.
|
|
6/3/2005
|
Snapshot
|
The value for "Unscheduled calls" was
incorrect.
Changed some labels for consistency and accuracy.
Fixed the tab order in the Options page.
|
|
6/2/2005
|
Recurring Vendor Invoice Templates
|
Pressing F1 for help was not opening the correct help
topic.
|
|
6/2/2005
|
Employee Setup
|
Corrected spelling of the word 'whether'.
|
|
5/31/2005
|
Call Progress / Timecard
|
When dispatching or onsiting an assignment, if the
timecard status job type did not have an associated paycode, then the default
wage would be used even if the employee had a special rate setup for that
paycode.
|
RELEASE 1.6.300.20 5/31/05
|
|
5/31/2005
|
Comm
Center
|
Added Lot ID to the list of fields available in paging
configuration.
|
|
5/31/2005
|
Accounts Payable
|
Vendor invoice numbers were getting truncated to 12
characters throughout accounts payable.
(The invoice allows 16 characters.)
|
|
5/27/2005
|
Project Form, Billing Schedule
|
Entering new open balance billings would show a
'InvoiceDate' of 12/30/1899. The date
was correct after the project was closed and reopened. This was a refresh issues and has been
corrected so the date will appear correct upon entry.
|
|
5/27/2005
|
Agreements - Swiftwire
|
Swiftwire was picking up new and renewal invoices that
happened to be generated on the dates assigned for batch periodic billing and
submitting them for processing causing double charges on customer's
accounts. Swiftwire was intended to
only process periodic billings and these other types of agreement billings
are now excluded.
|
|
5/26/2005
|
A/P Item Distribution Report
|
Added a column for the tax amount paid.
|
|
5/26/2005
|
Event Log
|
Over time the logging of some events might begin to
take longer periods of time.
|
|
5/26/2005
|
General
|
If the SuccessWare21 API was activated, but the Vettro
field service application was not being used, the performance of some parts
of the system could have been degraded over time.
|
|
5/26/2005
|
Agreement
|
If a piece of equipment was put out of service, the
equipment would still show on the agreement and could no longer be removed
because it no longer shows up in the equipment selection form to
uncheck. Now the out of service
equipment will show up red-lined on the agreement. Plus there is a new option "Remove
Selected Equip" that will allow the out of service equipment to be
removed from the agreement, if desired.
|
|
5/26/2005
|
Help (F1)
|
Online help file update.
|
|
5/26/2005
|
Activation
|
Added a feature to send email activation request. Customers still need to contact SuccessWare
for the Activation Code after the email is sent. They do not have to read the keycode
anymore, as it is included in the email request.
|
RELEASE 1.6.300.19 5/24/05
|
|
5/24/2005
|
Call Progress
|
Sometimes after using the "/" key to record
the current time for the completion of one job, typing in the same time for
the dispatched or on-site time on the next job would fail with a conflict
error.
|
|
5/23/2005
|
General
|
Since build 1.6.300.19, some grids that should allow
editing were not allowing it, including in the Vehicles tab of the Vehicle
Manager, some parts of the Project form, and item lists in the Purchasing
Manager.
|
|
5/20/2005
|
Pricebook, Category Form
|
When clicking the save button to save changes to a
category, nothing would happen and the form would remain in edit mode. This would occur occasionally after
recalculating prices for the category.
|
|
5/19/2005
|
Printed pricebook - Standard Format
|
Increased the width of the heading slightly to
accommodate longer book names.
|
|
5/19/2005
|
A/R Statements
|
On multi-page statements the job address for the first
invoice printed on the second page was showing by itself at the bottom of the
first page.
|
|
5/18/2005
|
Call Taking
|
With a non-Service phone call, if no name and address
information was entered and the phone call was posted rather than aborted, an
empty prospect record was getting created.
Prospects will now only get created if a minimal amount of information
is entered.
|
RELEASE 1.6.300.18 5/13/05
|
|
5/13/2005
|
A/P Item Distribution Report
|
The company name in the report heading was not being
filled in when using the Variance Report option.
|
|
5/13/2005
|
Job Summary
|
Corrected a misspelling.
|
|
5/12/2005
|
Sales Tracking Report
|
Added the ability to sort/group by Sold Date.
|
|
5/12/2005
|
Vehicle Manager
|
Reworded the messages displayed when the mileage on new
or modified entries conflicts with other mileage entries already in the
system to clarify the source of the conflicting entry (Mileage, Fuel, or
Service Log).
|
|
5/11/2005
|
Printing Checks
|
When printing remittance reports after printing
checks, selections being made in the print dialog were only being applied to
the first remittance out of the batch.
|
|
5/9/2005
|
Payroll Miscellaneous Wages
|
It was possible to enter wages with a release date in
a posted/verified period. This should not
have been allowed unless the employee was unverified.
Deletion of a miscellaneous wage entry was not causing
the indicator to appear that notifies that changes have been made and
re-preparation is necessary.
|
|
5/7/2005
|
Customer History
|
Added a background color (yellow) to the message
'Customer has archived history' to make it stand out better.
|
|
5/6/2005
|
Invoice List Report
|
Added "Current Balance" to the report and
modified the 'Current Balance > 0.00' filter take into account payments applied
through receivables.
Added the ability to sort/group by Job No.
|
|
5/6/2005
|
Sales Lead Tracking Report
|
Added a summary of the 'Quote $' column for group and
final totals.
|
|
5/6/2005
|
Projects
|
Modified the lookups for project manager and foreman
to include subcontractors.
|
|
5/6/2005
|
Receivables Manager
|
Added an option to the print batch statements dialog
to include or exclude accounts that have no past due items (depends on proper
aging of account prior to printing statements).
|
|
5/6/2005
|
Work in Progress Report
|
Modified the report to show phases for a project in
the same order as they are listed in the Phases tab of the Project form.
|
|
5/6/2005
|
Customer
|
Resizing the form to make it larger would expose a
component caption which should not have been there.
|
|
5/6/2005
|
Project
|
From the Phases tab, F8 used to open the job
associated with the phase. Changed it to
F9 for consistency with the rest of the application.
|
|
5/5/2005
|
Inventory Manager
|
Over time the Inventory Manager might have become very
slow to open.
|
|
5/5/2005
|
Job
|
When using the equipment lookup in the job form, the #
of repairs was being inflated by the number of posted periodic billings if
the equipment had been set up on the agreement(s) with the periodic billings.
|
RELEASE 1.6.300.17 5/4/05
|
|
5/4/2005
|
Call
Center
|
(MSDE/SQL Server only) When using MapPoint to map an
employee, the calls on the schedule were not being mapped.
|
|
5/3/2005
|
Invoice List Report
|
The report was incorrectly including project quotes.
|
|
5/2/2005
|
Vehicle Manager
|
Mileage entry validation was not working
properly. It was possible to get
mileage entries in out of order.
|
RELEASE 1.6.300.16 4/27/05
|
|
4/27/2005
|
A/R Statements
|
Added criteria for selecting accounts to print based upon
last name or company name. (This
ability had been lost with the recent addition of the statement dialog form.)
|
|
4/27/2005
|
Service Location List Report
|
Added filters for Street (Address), Last Name, Company
Name, and City.
|
|
4/27/2005
|
Customer Search
|
Added a grid report option.
|
|
4/27/2005
|
Event Log
|
When the last call for a job is canceled the job is
automatically canceled. This situation
was not generating a "Job canceled" event log entry.
|
|
4/27/2005
|
Jobs Taken/Booked Report
|
When attempting to sort/group by LocationID, the
report would fail with "Field not found" error.
|
|
4/26/2005
|
Purchasing Wizard
|
Running Reset Keys or installing a SuccessWare21
update after deleting previous item lists could sometimes result in random
red-lined items that the system thought were already ordered on newly created
lists.
|
|
4/26/2005
|
Job
|
The shortcut key assigned to the "Callback"
checkbox ALT+K was not working because it was used for "Ticket
#". Changed the shortcut for
"Callback" to ALT+C, which forced changing the shortcut for "#
of Calls" to ALT+F.
|
|
4/25/2005
|
Purchasing Wizard
|
The Finish button was not aligned with the other
buttons when creating PO's.
The Purchasing Manager was not refreshing with newly
created PO's when returning from the
Purchasing Wizard.
|
RELEASE 1.6.300.15 4/21/05
|
|
4/21/2005
|
A/R Invoice
|
The price on the invoice was not being set correctly for
tasks when the task was set up with specific detail and the category had been
set up to not use price levels.
|
|
4/20/2005
|
Trial Balance Report
|
(MSDE/SQL
Server) Sometimes, when including transaction detail and detail for a single
master transaction group happened to span page breaks, a few of the
transactions within the group might have been repeated on the subsequent
page.
|
RELEASE 1.6.300.14 4/18/05
|
|
4/18/2005
|
Checks (Format C only)
|
The dollar amount now prints with two preceding
asterisks (**) instead of a dollar sign.
The dollar sign is already printed on the format C checks.
Moved the printed control number and the date down
slightly. The control number was too
close to the pre-printed check number.
|
|
4/18/2005
|
Job Manager
|
(SQL Server/MSDE) Occasionally after running a grid
report an error, 'Connection is busy with the results for another hstmt',
would occur when closing the Job Manager.
Other errors would follow until logging out of the session.
Speeded up the process of displaying the grid report
dialog form.
The 'Crew' button, allowing viewing of either
assignments for the selected call only or all assignments for the job, was
not functioning.
|
|
4/18/2005
|
Timecard Assistant, Job Manager
|
Fixed minor memory leak.
|
|
4/15/2005
|
A/R Invoice
|
It is now allowed to adjust and re-post a prior
invoice when a job has multiple invoices.
Previously, any invoices subsequent to the one being adjusted would
have to be adjusted and voided first, and then re-entered and re-posted after
correcting the invoice is question.
|
|
4/15/2005
|
Phone Call Report
|
The report was not working properly when grouping by
gender. The group for female callers
was including unknown entries.
|
|
4/14/2005
|
Payroll Manager
|
The prompt for whether to lock the payroll period for
an employee now has an additional option: 'No. Do not prompt again...'. This can be useful when making
miscellaneous entries for several employees and you are not yet ready to lock
down the period from other changes.
|
|
4/14/2005
|
Inventory Transactions
|
When editing and the Save button was focused, pressing
Enter would have no effect. Enter now
activates the Save action.
|
|
4/14/2005
|
A/R Invoice
|
Removed the tab stop from the Undo button for
consistency with other screens.
|
RELEASE 1.6.300.13 4/14/05
|
|
4/14/2005
|
Account Register
|
Added an option to the Periods menu, <Prior
periods>, that now allows you to go back to any prior reconciliation to
review or print.
|
|
4/12/2005
|
Email Paging
|
Added text to the messages when a message is split -
[1/x], [2/x], etc.
|
|
4/11/2005
|
Reference Library
|
It was possible to delete reference book codes (using
CTRL+DEL
while editing an item). This was
unintentional and is no longer allowed since deleting certain codes can cause
system wide issues.
|
|
4/6/2005
|
Pricebook
|
An unexpected error when attempting to edit a category
or group was leaving a lock on the pricebook category that would then have to
be cleared.
Sometimes an error 'Subquery would return more than
one value' would occur when attempting to print a pricebook, or edit a task
group.
|
RELEASE 1.6.300.12 4/4/05
|
|
4/4/2005
|
Call Taking
|
(MSDE/SQL Server only) Since version 1.6.300.9, notes
entered in call taking were not being saved for later review. The job and location were still updating
properly, however.
|
|
4/4/2005
|
Help
|
On-line help file update.
|
RELEASE 1.6.300.11 4/1/05
|
|
3/31/2005
|
Vehicle Manager
|
(MS Access only) Notes on service entries are limited
to 255 characters due to database issues.
|
|
3/31/2005
|
Inventory related posting
|
Some errors with tags were not being trapped
properly. Posting would fail, but not
all pending updates were being rolled back which could result in partially
posted items. For example, it was
possible to end up with a posted A/P invoice that had no payable or G/L
entries.
|
RELEASE CANDIDATE 1.6.300.10 3/29/05
|
|
3/29/2005
|
Vehicle Manager
|
Sometimes errors would occur when entering service
records that had no notes.
|
|
3/29/2005
|
Pricebook
|
Added validation ensuring that valid characters are
used for category and group codes.
Certain special characters (quotes, apostrophe's, etc.) would cause
errors later on.
|
|
3/29/2005
|
Call Taking
|
Added validation to ensure that a department is entered
for service calls. Department is
required when entering a job in the job form and a missing department results
in problems trying to process the job or invoice.
|
RELEASE CANDIDATE
1.6.300.09 3/29/05
|
|
3/29/2005
|
Help
|
Online help update, including Vehicle Manager help.
|
|
3/29/2005
|
Call Taking
|
(SQL Server / MSDE) Made a change in an attempt to
prevent an occasional 'APPLYUPDS FAILED' (access violation error in
Kernel32.exe) error when attempting to post a phone call.
|
|
3/29/2005
|
Vehicle Manager
|
(MS Access) Sometime the error 'General SQL Error,
String data, right truncated (null)' would occur when attempting to save a
service entry.
|
|
3/25/2005
|
Vehicle Manager
|
Fixed a memory leak.
The Vehicle Manager was not freeing itself when it was closed and a
new instance would be created each time the manager was opened.
Corrected problems with mileage validation on fuel and
service entries caused when pre-scheduled (future, incomplete) maintenance or
repairs had been entered into the Service tab.
Added the Notes field to the list of selectable fields
for the report from the Service tab.
|
|
3/25/2005
|
Vendor Invoices
|
Increased the size of the vendor invoice field to 16
characters. This carries through to
the Reference column on G/L Transactions which was also increased in size.
|
|
3/24/2005
|
A/R Invoice
|
When a location has changed owners, and the previous
owner's account has been removed from the location, any invoices prior to the
change would show <None> for the billing account. The invoice now shows the original account
information.
|
|
3/24/2005
|
Pricebook Item Search
|
Added a little bit to the width of the form to make a
certain grid scrolling problem less likely to occur.
|
|
3/24/2005
|
Sales Summary
|
Added the ability for Happy Checks for sales jobs from
the Sales Summary form.
|
|
3/24/2005
|
Agreement
|
You could enter a completed billing count for a new
agreement, which would disallow editing.
The system would incorrectly think that the agreement had posted
billings. Completed billing count is
only intended to be used for "converted" agreements, and is now
disabled until the agreement is made "converted".
|
|
3/22/2005
|
General
|
On occasion, when selecting a customer from the drop
down list of "hidden" customers, the forms would display behind the
Call Center
if the Call Center was open. It was then necessary to close the Call Center
in order to see the selected customer.
A change was made that we expect will prevent this problem.
|
BETA RELEASE 1.6.300.08
3/21/05
|
|
3/21/2005
|
Job, A/R Invoice
|
Added status (Active or Expired) to the popup menus
for selecting an agreement to associate.
|
|
3/21/2005
|
Agreement List Report
|
Added an option to include or exclude expired
agreements (expired as of the current date).
Added filters for Location ID and Billing Acct.
|
|
3/21/2005
|
Receiving Ticket
|
Added Bin and Vendor Item Number to the report printed
from the Receipt form.
|
|
3/21/2005
|
A/R Invoice
|
Since 1.6.100.49 (1.6.200.17,1.6.300.7) it was not
possible to modify the print format for a posted invoice, or review Cost Plus
detail for a posted invoice. These
issues have been corrected.
|
|
3/18/2005
|
Payroll Wage Summary Listing
|
Added Premium Code to the sort/group fields.
Added the ability to export to a TAB delimited text
file.
|
BETA RELEASE 1.6.300.07
3/18/05
|
|
3/18/2005
|
Reports
|
For reports that do not have panels for user selected
sort and/or group options, the right-click popup menu still would show Sort By
and Group By options that were not functional. These menu options are now hidden when they
do not apply.
|
|
3/17/2005
|
Callbacks Report
|
Modifications to make the report run faster.
|
|
3/15/2005
|
A/R Invoice
|
It was possible to get a posted invoice into edit mode
by pressing the ENTER key (typing ahead) before the invoice displayed.
|
|
3/14/2005
|
Billing Customer List
|
Options for 'With Service Locations' and 'Accounts With
Multiple Locations' were not working properly.
Improved speed of the 'Accounts With No Locations'
option.
When grouping, group headers were not always printing.
Grouping can now be used when 'Accounts With No
Locations' is selected.
Selected filters are now shown when using the
'Accounts With No Locations' option.
There were no page numbers when 'Accounts With No
Locations' was selected.
|
|
3/14/2005
|
Inventory Parts List Report
|
Added the ability to print to TAB delimited text file.
|
|
3/11/2005
|
Pricebook Item Search
|
Added UPC column for searching.
|
BETA RELEASE 1.6.300.06
3/11/05
|
|
3/11/2005
|
Job Tag Manager
|
If you attempted to post inventory transactions but it
failed for some reason (warehouse not entered, etc.), the post button would
remain disabled and it was necessary to close the form and re-open it again
in order to be able to post.
|
|
3/10/2005
|
Receivables Manager
|
Modified the hint on the Out Of Bal filter in the
Accounts View to better explain what is being viewed if selected.
|
|
3/10/2005
|
Vehicle Manager
|
Added Next Scheduled Date (NextSchDate) to the
Maintenance View. NextSchDate will show
the next non-complete service entry for the selected vehicle/service code.
LastSvcDate will now show the last complete service
entry for the vehicle/service code.
Previously it was showing the latest entry whether complete or not.
The system will no longer allow a future service entry
to be flagged complete.
When scheduling the next service from the Maintenance
View the DueDate is now used as a default date for the new entry.
When scheduling the next service from the Maintenance
View, if there is already a non-complete service entry for the selected
vehicle/service code, a confirmation dialog will display prompting whether
you really want to create another service entry.
|
|
3/8/2005
|
Vendor List Report
|
By default, inactive vendors are no longer included in
the report, but an option has been added to include them when necessary.
|
|
3/8/2005
|
Warranty Expiration Report
|
Sometimes the incorrect customer name would print for
the first customer on a new page.
Added the ability to sort/group by customer (location)
name.
|
|
3/8/2005
|
Call Progress
|
The "As Scheduled" button would create a
timecard entry spanning midnight which is not currently handled properly by
the system. "As Scheduled" will
no longer fill in the completed time under these circumstances.
|
BETA RELEASE 1.6.300.05
3/7/05
|
|
3/7/2005
|
Vehicle Manager
|
Since version 1.6.200 (build 14), in the Maintenance view,
leaving Due Miles and Due Days equal zero was no longer showing entries that
have history for the particular vehicle/service code.
|
|
3/7/2005
|
Jobs Taken/Booked Report
|
Added a progress column to the report.
|
|
3/7/2005
|
Callbacks Report
|
Added Work Done notes for the original callback job.
Added Job Instructions for the callback job.
|
|
3/4/2005
|
Vehicle Manager
|
Service and Fuel entries were not being validated for
conflicting mileage with other entries for the same vehicle. Mileage on service and fuel entries must be
greater then entries on earlier dates and less than entries on later dates.
The initial fuel entry for a vehicle is now omitted
from the Fuel Entry Report since the miles cannot be determined. This entry would throw off the Total Miles
and MPG calculations.
The Miles value on the first fuel entry for a vehicle
now shows blank since there is no previous entry from which to calculate.
Fuel entries now default to IsFullTank=True.
|
|
3/4/2005
|
Vehicle Manager
|
Initial maintenance plan entries were not showing up
in the grid regardless of filters.
This occurred if the first actual server entry was not made. The system had no way of determining the
next due days/mileage. Now, initial
entries will always show up so you never miss them.
|
|
3/4/2005
|
Job Form
|
When adding a new job if you tried to create a PO or requisition, you would get an application
exception 'Not a valid JobID'. You will
now get a message that it is necessary to save the new before creating a PO or requisition.
|
|
3/3/2005
|
Vehicle Manager
|
Fixed alignment of column titles for the grid and the
reports from the grids.
|
|
3/3/2005
|
Vehicle Manager
|
The wildcard character (%) was not working in the view
filters.
Corrected tab orders.
|
|
3/3/2005
|
Payroll
|
When using ELB, on rare occasions period posting might
fail with 'Debits not equal credits'.
|
BETA RELEASE 1.6.300.04
3/2/05
|
|
|
|
|
BETA RELEASE 1.6.300.03
3/1/05
|
|
2/25/2005
|
Agreement List Report
|
Added preferred tech to the report.
|
|
2/25/2005
|
Agreement Manager
|
The Agreement Manager was incorrectly showing the
location's preferred tech. It now shows
the preferred tech for the agreement.
|
|
2/24/2005
|
Vehicle Manager
|
Fixed a defective message displayed if it is attempted
to enter a duplicate maintenance plan record.
|
|
2/24/2005
|
Vehicle Manager
|
The Maintenance view would not show new entries until
there was some service history on record for the truck/service code. You can now clear (or zero) the Due Miles
and Due Days parameters in order to see all maintenance schedules regardless
of when the maintenance is due.
This is also now the default setting when the view is
first accessed.
|
BETA RELEASE 1.6.300.02
2/24/05
|
|
2/24/2005
|
Pricebook Item List Report
|
(SQL
Server/MSDE) The report would frequently fail with the error "Rowset position
cannot be restarted".
|
|
2/23/2005
|
Payroll Manager
|
Using the "Add more periods" option when
creating the first payroll period(s) would result in one of the prior periods
being added to the list with an incorrect end date.
|
|
2/23/2005
|
A/R Invoice
|
The quantity entered on tasks was not being reflected
in the standard hours or paybase for the invoice line item.
|
|
2/23/2005
|
API, Vettro
|
API modified to include archived history in invoice
history.
|
|
2/23/2005
|
Printed Work Order (Agreement section)
|
Since version 1.6.100.43 (1.6.200.09), the status of
perpetual agreements was showing as "Expired".
The salesperson column was being truncated.
Terminated agreements will no longer show a next
scheduled visit due.
|
|
2/22/2005
|
A/R Invoice
|
STDPART or STDMISC detail created for tasks with
quantity > 1 were not getting assigned the proper cost.
|
|
2/22/2005
|
A/R Statements
|
Made changes that more clearly identify credit adjustment
entries and credit balances.
|
|
2/21/2005
|
Job Form
|
The Visits button was allowing visits from inactive or
uncommitted converted agreements to be selected. Selection is now only allowed after the
agreement is activated.
|
|
2/21/2005
|
A/R Invoice, Agreement
|
When invoicing a visit for an agreement, if other
visits for the location had had calls created for them but had not been
invoiced yet, the links between those calls and visits were being broken.
|
BETA RELEASE 1.6.300.01 2/20/05
|
|
|
|
|
|
|
|
|
|