Version 1.6.4.x |
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· Personalize your quotes; add introduction, closing, and/or acceptance paragraphs to your quotes. Include task notes with line items and payment options section. To find out more about this feature click here.
· A/R Invoice now include the ‘print task notes’ feature, same as quotes.
· Reference lookups (G/L related), Item Number Search – The ability to show G/L account number in reference lookups (sale types, expense types, adjust codes, etc.) and to show expense type and the associated G/L account (or sale type and G/L account) in the item number search when purchasing (or billing) has been added. To turn this feature on, to to Company Setup, select the Other tab, and select either or both of the 'Show G/L…' checkboxes.
· Changes to aid in managing Carbon Copy Accounts. To find out more about this feature click here.
· 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.
· Employee 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.
· Payroll – paying piecerate wages using billable hours. To find out more about this feature click here.
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DATE |
MODULE / FORM |
DESCRIPTION |
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RELEASE 1.6.400.52 6/20/06
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6/19/2006 |
A/P Item Distribution Report |
The tax amount was sometimes incorrect in the group totals, and was always showing zero in the report final totals. |
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6/19/2006 |
Payroll Misc Wage Manager |
It was not possible to make a new wage entry when viewing Wages for Employee's Payroll Period. The system was not setting up the employee code properly for the new wage entry and would report 'Employee code is required'. |
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6/13/2006 |
Employee Manager |
The hint for the ACTIVE filter indicator and the Filter sub-menu option incorrectly read "Inactive only". Changed it to read "Active only". |
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6/9/2006 |
Equipment, Billing Account Details |
Show field labels in grey text, consistent with other editing forms. |
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6/9/2006 |
Equipment |
Show the label for the Out of Service checkbox in red when the selected equipment is out of service (similar to the red-line when the out of service equipment is in a list). |
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6/6/2006 |
Purchasing Wizard |
When there was more than one line
item on a PO generated from the Purchaging Wizard, the Job No on the Also, the Warehouse No on the PO header will be populated
if creating a separate PO for each warehouse since it will be assured that
all line items on each |
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RELEASE 1.6.400.51 6/6/06
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6/6/2006 |
QuickStart - Payables Opening Balances |
Under certain circumstances the error 'Cannot focus a disabled or invisible window' would occur when attempting to add new opening balances. |
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6/6/2006 |
Payroll Misc Wages |
Added overall totals for hours and regular earnings in addition to the breakdown of regOT, non-regOT, and piecerate. Totals were not recalculating after changing the Pending/Released/Paid filters. |
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6/5/2006 |
Vehicle Manager - Service records |
Sometimes notes previously entered on a service record would get cleared. This would occur when editing a service record if something other than the notes was modified and the notes themselves were not. |
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6/5/2006 |
Notes |
(MSDE / SQL Server only) Sometimes when using the notes form (F11) and changing more than one note, e.g. Work Done and Work Suggested, or Lead Notes and Job Instructions, the second change would fail with the error "Couldn't perform the edit because another user changed the record". |
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6/5/2006 |
Task Detail Form |
Modified to record DateAdded as a date value only (no time of day). |
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6/5/2006 |
Pricebook Import |
Set AddedBy/AddedDate to current user/date for items and tasks instead of using imported value. |
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6/2/2006 |
Pricebook - Task |
Sometimes when editing a task item, the system would fail when saving, but not show an error. It would merely cancel the changes. |
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6/1/2006 |
Pricebook |
Modification of the alignment of certain elements in the Standard 2 format printed book. |
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RELEASE 1.6.400.50 5/31/06
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5/31/2006 |
General |
(MSDE / SWL Server only) Since version 1.6.400.48, certain operations, including Copy Quote to A/R Invoice, would fail with the error 'Key violation. Cannot update a timestamp column.'. |
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5/30/2006 |
G/L Map, Dept Map |
Modified to delete the mapping for an account (or department) if the account (or department) is deleted from SuccessWare. |
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RELEASE 1.6.400.49 5/26/06
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5/26/2006 |
G/L Map, Department Map |
On occasion mapping oculd fail with the error 'Key violkation. CREATE UNIQUE INDEX terminated because a duplicate key was found...'. |
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5/26/2006 |
Call Taking |
(SQL Server/MSDE) Since version 1.6.400.48, posting a phone call (and possibly other operations) would fail with the underlying error 'Key violation.[Microsoft][ODBC SQL Server Driver][SQL Server]Cannot insert a non-null value into a timestamp column'. |
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5/25/2006 |
Pricebook |
The pricebook was allowing hourly labor pay items to be deleted which would cause difficulties when attempting to prepare/verify payroll. Now the system will check whether the pay item has been used or not before allowing a delete. However, pay items can still be deactivated from the pricebook, if necessary, like they can in the pay items reference book. |
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RELEASE 1.6.400.48 5/24/06
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5/24/2006 |
Pricebook |
Modified the Standard2 pricebook format so that when the item description wraps to the next line, the second line of the description remains aligned with the description on the first line instead of wrapping to the beginning of the second line. |
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5/23/2006 |
On-line Help |
Help file update. |
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5/23/2006 |
A/R Invoice |
Changed to allow standard hours to be revised for agreement visit line items in the case where a task had not been assigned to the visit. |
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5/23/2006 |
Pricebook |
When stretching the form, the Cancel Search button was not staying aligned properly. |
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5/23/2006 |
Pricebook Table of Contents |
A task item would be omitted from the printed table of contents if two task in a row had identical descriptions. |
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5/22/2006 |
Check Queue - Report |
Added totals for amount to pay and discount taken to the grid report. |
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RELEASE 1.6.400.47 5/18/06
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5/18/2006 |
Invoice List Report |
Corrected error "ancestor for pnlBaseControls not found". |
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5/11/2006 |
Sales Lead Tracking Report |
The report was not handling the wildcard character (%) in report filters properly. |
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RELEASE 1.6.400.46 5/10/06
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5/10/2006 |
Email Paging |
Reduced the size of the subject line from 'SuccessWare21 Message' to 'SW21 Msg' in order to use minimal space to accomodate those paging systems with limited message size. |
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5/9/2006 |
GLMap |
The initial default mapping of accounts with identical descriptions will now also verify that the account types match. |
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5/9/2006 |
GLMap, DeptMap |
Since 1.6.400.44 (1.6.500.4, 1.7.100.28), GLMap and DeptMap would fail if attempting to open a map file saved with a prior version. |
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5/8/2006 |
Printed Renewal Notice |
Increase the amount of room available for the Credit Card Acct# in the payment section of the notice. |
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5/8/2006 |
Printed Renewal Notice |
Increase the amount of room available for the Credit Card Acct# in the payment section of the notice. |
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5/8/2006 |
Equipment (F6) |
Added JobNo and JobType to the Equipment History review. |
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5/8/2006 |
Call Taking |
If the |
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5/4/2006 |
Payroll Setup |
Import filters for disbursements were not being saved properly. |
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5/4/2006 |
Agreement |
Any failure to create a new/renewal invoice from the agreement form would result in only a partial rollback of changes causing other anomalies when attempting to continue working with the unactivated agreement. |
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5/4/2006 |
Project Management - |
When attempting to delete an unscheduled invoice form
the |
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5/3/2006 |
Invoice List Report |
The report had an option for listing invoices with a current receivable balance greater than zero. This was fine except for those companies that have not implemented the receivables and accounting systems. We have added another option, net invoice balance greater than zero, to handle that situation. |
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5/2/2006 |
Agreements |
When entering converted agreements, the system was using the start date for the opening balance transaction deposit/prepayment transactions. This caused problems when the agreement started at a future date. The future opening balance transaction would cause difficulty reconciling deferred revenue. The system will now use the agreement sale date which must be before the G/L activation date. There was a similar problem if a future visit which had been performed early was bing marked completed. The opening balance transaction was being created for the first day of the month for which the visit was projected. In this case the system now uses the day before the G/L activation date for the opening balance visit draw. |
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4/28/2006 |
Customer History |
The Customer History form was dislplaying equipment age as a year (e.g. 2003) instead of the number of years. |
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4/27/2006 |
Agreement Reserve, Agreement Deferral Analysis Reports |
Added "Start Year" and "Start Date" as sort/group options. |
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4/27/2006 |
Warranty Reserve Analysis Report |
Added "Start Year", "Start Date", and Transaction Date as sort/group options. |
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4/27/2006 |
Customer Search, Billing Account Search |
Will always sort by the focused search control. Was previously only sorting if a value was entered. Will now indicate the 'default' sorted column by coloring the column title. |
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RELEASE 1.6.400.45 4/27/06
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4/27/2006 |
Work in Progress Report |
On occasion the report could fail with 'Invalid floating point operation' if a phase had a zero total estimated sale, but had a non-zero actual sale. |
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RELEASE 1.6.400.44 4/26/06
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4/26/2006 |
Call Taking |
On occasion a 'Post phone call failed' could occur because of old, broken location / billing account links. |
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4/26/2006 |
GLMap |
Account balance calculations were often incorrect. |
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4/26/2006 |
Projects, Project Cost Adjustment |
Project phase menu was in reverse order. |
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4/21/2006 |
AIA Continuation Sheet |
If a phase was overbilled, the AIA Continuation Sheet would show and inflated Balance to Finish for the project due to the fact that the Balance to Finish for the phase was being forced to zero instead of allowing it to go negative. It will now show the negative balance so that the project total will be correct. |
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4/21/2006 |
Income Statement Report |
Since 1.6.400.43, the lookup for department selection was no longer showing the department numbers. |
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4/20/2006 |
Event Log |
The column heading on the Date column was showing another column's text (the reference column). (SQL Server/MSDE) The results would sometimes show events outside the date range selected. (MS Acccess) Attempting to sort columns in the grid would result in 'Data type mismatch' error. |
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4/18/2006 |
Agreement Manager |
Printing renewal notices was requiring an agreement module lock, effectively locking other users out of viewing and modifying any agreements. The locking was not really necessary and has been removed. |
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4/18/2006 |
Commissions for Job (Payroll Misc Wages) |
The system was inappropriately defaulting the release date for commissions when entered through the Commissions for Job variation of the Payroll Misc Wage form. |
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4/17/2006 |
Payables Manager |
The OOB filter for Posted items and Fix Item Balance in the Payables Manager were not taking into account discounts taken on adjustment (ADJ) transactions, causing incorrect balances to be calculated for these transactions if Fix Item Balance was used. The incorect balances were causing the "Reconcile..." option to display a message that 'The current total balance on accounts does not match the current total balance of items'. The option now works correctly. It will be necessary to use the OOB filter in the Posted view and Fix Item Balance again to re-correct balances. Then Age Accounts to re-calculate vendor balances. |
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4/17/2006 |
A/P Aging Report, A/P Open Payables Report |
The reports were showing incorrect balances for adjustments that had a discount taken. |
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4/17/2006 |
Customer Opportunities |
The opportunities form would not close with the ESC key or the Close button when the opportunities grid was empty. |
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4/14/2006 |
Pay Bills (Credit Cards) |
Some of the columns were modifiable which had no purpose for being modifiable. Modified the totals displayed at the top of the screen to take account of outstanding payments. |
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4/10/2006 |
Sales Invoices and Sales Invoice Items Reports |
Added the ability to sort and group by location city, zip, and zone. |
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RELEASE 1.6.400.43 4/5/06
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4/4/2006 |
Scheduling Assistant |
(SQL Server 2005 only) Using The Scheduling Assistant would result in an 'Ambiguous column name' error. |
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4/4/2006 |
A/R Invoice |
(SQL Server 2005 only) Attempting to pop up the 'Calls' for selection would result in an 'Ambiguous column name' error. |
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4/4/2006 |
Income Statement Report |
(SQL Server 2005 only) Attempting to pop up the department selector would result in an'Ambiguous column name' error. |
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4/4/2006 |
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Added option for call captions in graphic views, to include options of combining name, address and now zip code. |
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4/3/2006 |
Customer Search, Billing Account Search |
The search results will now be sorted by the field searched, by default. |
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4/3/2006 |
A/R Statement |
Increased the amount of room available for the Credit Card Account Number in the payment section of the statement. |
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4/3/2006 |
Email Paging |
The subject of email pages was previously blank. The message has been modified to read "SuccessWare21 Message". This is important as some spam filters may reject messages with blank subjects. |
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4/3/2006 |
Pricebook Item Search |
It was possible for task items (completely unrelated to the vendor item number shown) to show up when using the pricebook item search to search by vendor item number in the A/R Invoice. |
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RELEASE 1.6.400.42 3/22/06
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3/22/2006 |
Project Management |
Since 1.6.400.31, when creating the job for a phase, the system was also creating a rogue invoice and entry in the billing schedule for the project. This has been corrected. If this situation has been encountered it is recommended to open the invoice and void it. |
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RELEASE 1.6.400.41 3/21/06
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3/21/2006 |
F1 Help |
Help file update. |
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3/20/2006 |
Receipt |
Printed receiving ticket for a specific job will now include the customer's name and address. |
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3/17/2006 |
Equipment List and Equipment Comparison Reports |
Modifications to improve speed and performance. |
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3/17/2006 |
Equipment List Report |
Down arrow was not working in the Age fields to reduce the displayed value. |
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3/16/2006 |
Inventory Adjustment / Physical Count |
Widened the department column so that the entire department can be seen when the column is focused and the lookup button appears. |
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3/16/2006 |
Purchase Order |
Printed Purchase Orders now display the full customer address (when associated with a job number). |
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3/15/2006 |
Phone Call Report |
Added Filters to the Phone Call Report to allow users to generate reports based on more than just the Date field. Users can now generate reports based on Location, Billing Account, Lead Source, Call Reason, Taken By, and Posted By. |
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3/15/2006 |
Trial Balance Report |
It was possible for the report to completely lock up when running for more than a single fiscal period. |
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3/14/2006 |
Purchase Order, Warehouse Adjustment, Requisition |
When inserting multiple items, the Dept field will be filled in automatically with the Dept from the last item entered. |
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3/13/2006 |
Inventory Return Form |
There is now a right-click option to set the return quantity to zero for all items. This can be useful if only a few of many tagged items are to be returned. |
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RELEASE 1.6.400.40 3/14/06
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3/14/2006 |
Equipment List and Equipment Comparison Reports |
Increased the field width for serial no, model no, and eq size. |
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3/14/2006 |
SW API |
Since version 1.6.400.39, job punch requests were failing with 'Unexpected failure: cdsEmployee: Field DefaultDept not found' error. |
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3/14/2006 |
Agreement |
Completed By User and Date was not being cleared out when an invoice with a visit recorded was adjusted. |
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RELEASE 1.6.400.39 3/13/06
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3/13/2006 |
Call Taking |
Added a drop-down Calender has been added to Call Taking as an option for selecting a date for the call. |
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3/13/2006 |
Billing Account Details, A/R Opening Balances |
After searching for and selecting an existing account, the list of associated locations was not refreshing. |
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3/11/2006 |
SW API |
The API was returning the current year value (2006) as the equipment age when age had not been entered (unknown). |
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3/10/2006 |
Wage Source Report |
Since 1.6.400.2, the Wage Source Report was no longer including salaried employees. |
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3/9/2006 |
Job Form |
When creating new jobs, the default value for the Agreement and Warranty Opportunity fields were not being set consistently in different places. New Jobs and Callbacks created from the Job Form have been corrected. |
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3/9/2006 |
SW API |
If the first timecard entry for the day was made through the SW API, it may not have included the employee's rate. |
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3/8/2006 |
Customer Form, Call Taking |
For consistency and clarity, the History indicators on the Customer Form and in Call Taking have been modified. Previously, the indicator on the Customer Form lit up if there were open jobs, and the indicator in Call Taking lit up when there was any history for the location. Now both indicators light up green if the customer has any history and light up yellow if there are any open jobs. The caption and hint will also change depending on whether there are open jobs or not. |
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3/8/2006 |
Call Taking |
The Call Taking script will now show any formatting (bold/italics) from text pasted in from MS Word, etc. |
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3/8/2006 |
Agreement Manager |
Added totals to the grid reports for certain amount columns. |
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3/8/2006 |
Timecard Report |
Since version 1.6.400.38, it was possible to receive a 'component name' error. |
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RELEASE 1.6.400.38 3/6/06
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3/3/2006 |
Pricebook |
'General SQL Error: Subquery returned more than 1 value' error would sometimes occur when attempting to edit a task group or print a pricebook. This was a result of changing the group on certain tasks Items. |
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3/1/2006 |
A/R Invoice |
When charging to warranty, if the item number was changed after charge to warranty was set, the line would post the the item's saletype's g/l account instead of warranty reserve credits. |
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3/1/2006 |
Job Form, Job Manager, |
In the popup menu, under the Job Materials option, added an option for 'Returns' to list returns for the selected job. Previously, returns were listed under 'Requisitions' and when selected incorrectly opened in the Requisitions Form.Security was not being enforced for the 'Requisitions' option (opening a requisition or creating a new requisition). |
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3/1/2006 |
Job Tag Manager |
Inventory returns created from the Job Tag Manager were not getting created with the tag quantity assigned. As a result, if the return was ever adjusted the system would not allow the return to be re-posted with the message 'Return quantity must be equal to or less than tag quantity'. |
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2/27/2006 |
Timecard Report |
When printing single page of a multipage report, or navigating directly to a page, the calculated figures for Dialy Status Total and Employee Status Total were not correct. |
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2/24/2006 |
Trial Balance Report |
Made changes to moderately improve speed of the report. |
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2/24/2006 |
Payroll Period Summary Report |
The RegHours column was not printing values greater than one thousand. |
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2/23/2006 |
Printed Chart Of Accounts |
When including subaccounts, the subaccounts were not printing in order. |
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RELEASE 1.6.400.37 2/22/06
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2/22/2006 |
A/P Invoice List Report |
Significantly improved the speed of the report. |
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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. |
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2/20/2006 |
Printed A/R Invoice |
Removed extra space that had been inadvertantly inserted with verson 1.6.400.31. Since version 1.6.400.31, sometimes an empty second page would print. |
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2/20/2006 |
Inventory Movement Report |
The warehouse speed button was enabled when it should not have been, allowing selection and producing an error "cannot focus disabled window". |
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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. |
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BETA RELEASE 1.6.400.36
2/10/06
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2/10/2006 |
Pricebook Item Search |
In some forms (Purchase Order, Vendor Invoice, and possibly others), sorting in the item search was not working when clicking on column titles. |
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2/10/2006 |
Vendor Account History, Billing Account History |
Modified to maintain focus on the previously selected item after sorting items in the view (grid title click). |
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BETA RELEASE 1.6.400.35 2/9/06
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2/9/2006 |
General |
(MS Access only) The database could no longer be compacted from within SuccessWare. The database would report 'currently locked by user Admin on machine xxxxx' even though no other user was running the software. |
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2/9/2006 |
Job Form, Call Taking |
Attempting to create a sales job would fail with 'Error accessing quote/invoice default settings' if the default quote print settings had not yet been configured. |
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2/9/2006 |
A/R Invoice |
Fixed the position of first few items that print under "JobNo" at top of quote an invoice. Extra space had been inadvertantly introduced in version 1.6.400.31. |
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2/9/2006 |
Quote |
When print quote acceptance signature lines, "customer signature" was inadvertantly presented twice, instead of one for customer and one for company (salesperson). |
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BETA RELEASE 1.6.400.34
2/8/06
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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. |
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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. |
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2/8/2006 |
Inventory Manager |
Since version 1.6.400.33, 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. |
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2/8/2006 |
Inventory Manager |
Since version 1.6.400.33, 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. |
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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. |
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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. |
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2/6/2006 |
Agreement Reports - Visits Due, Deferral Analysis, Reserve Analysis |
These reports would sometimes show incorrect billing account info. |
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2/6/2006 |
Payroll Wage Source Report |
Added options to Show Hours Only (hide rates and wages) and Show SSN or not. |
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BETA RELEASE 1.6.400.33 2/1/06
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1/31/2006 |
A/R Invoices |
The quote's payment options region was printing on all invoices. |
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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. |
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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. |
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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. |
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BETA RELEASE 1.6.400.32 1/27/06
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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. |
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1/25/2006 |
Fix to Quote Enhancement |
Posting Phonecall was failing when InvMemos were more than 255 characters. |
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BETA RELEASE 1.6.400.31 1/25/06
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1/24/2006 |
Invoices/Quotes |
Added option to "print task notes with line items" on a/r invoices. Default can be setup in "Company Setup" and changed on individual invoices. Quote print settings... Right click on a quote to modify the "Quote Print Settings". This includes - "Print Payment Options" - if selected the payment stub will print as part of the quote. - "Introduction" text - will appear under the address/quote number, before the line items of the quote. - "Closing" text prints after the quote totals. - "Acceptance" text will print after the closing, along with blank spaces for customer signature and date and salesperson signature and date. The default quote print settings can be setup in "company setup". |
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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. |
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|
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. |
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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. |
||
BETA RELEASE 1.6.400.30 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 |
|
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. |
||
BETA RELEASE 1.6.400.29
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. |
||
BETA RELEASE 1.6.400.28 1/1/06
|
||||
|
1/1/2006 |
Reference Library, QuickStart |
Reverted the change made in1.6.400.26, certain books (Adjust Codes, Distribution Codes) were no longer appropriately filtered when opened from the Reference Library / QuickStart. |
||
BETA RELEASE
1.6.400.27 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. |
||
BETA RELEASE
1.6.400.26 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. |
||
BETA RELEASE
1.6.400.25 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. |
||
BETA RELEASE
1.6.400.24 12/19/05
|
||||
|
12/19/2005 |
Database Update |
When updating from older versions, an ‘access violation’ error would be experienced. |
||
BETA RELEASE
1.6.400.23 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. |
||
BETA RELEASE 1.6.400.22
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. |
||
BETA RELEASE
1.6.400.21 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. |
||
BETA RELEASE
1.6.400.20 11/22/05
|
||||
|
11/21/2005 |
EventLog |
Event log form now includes the 'Additional Information' memo which includes the entire error message. In the event that logging to database cannot be performed, the events will be logged in the companies root data folder. Upon restoration of database event logging, event stored in the company root data folder will be transfered to the database. |
||
|
11/21/2005 |
Call Taking |
"Other" phone calls with insufficient information to create a location prospect could not longer be posted, but had to be aborted. They can now be posted again as usual. |
||
|
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 |
|
Sometimes when closing SuccessWare a "Field
'AssignedCount' not found" error would occur if the |
||
|
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. |
||
|
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 |
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. |
||
BETA RELEASE 1.6.400.19
11/7/05
|
||||
|
11/7/2005 |
|
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. |
||
BETA RELEASE
1.6.400.18 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 |
|
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 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. |
||
|
10/13/2005 |
Payroll Miscellaneous Wages |
Added a new user ability (Payroll tab of User Setup) that allows viewing/modifying the premium code column independent of hourly rates. |
||
|
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. |
||
BETA RELEASE 1.6.400.17
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 1.6.400.15, 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. |
||
BETA RELEASE 1.6.400.16
10/6/05
|
||||
|
10/6/2005 |
Location, Billing Account, Call Taking |
Carbon copy changes/additions. Form more information, click here. |
||
|
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 |
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. |
||
|
9/30/2005 |
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 are posted. |
||
|
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. |
||
BETA RELEASE 1.6.400.15
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. |
||
BETA RELEASE 1.6.400.14
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. |
||
BETA RELEASE 1.6.400.13 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. |
||
BETA RELEASE 1.6.400.12 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 |
||
BETA RELEASE 1.6.400.11
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. |
||
BETA RELEASE 1.6.400.10
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 |
||
|
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 |
|
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. |
||
BETA RELEASE 1.6.400.09
8/13/05
|
||||
|
8/13/2005 |
P/R Misc Wages |
Modified to default the release date to the same date as the earned date entered for non-commission wages. |
||
|
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 1.6.400.7, trying to post call progress entries resulted in 'timecard updates canceled'. |
||
BETA RELEASE 1.6.400.08
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. |
||
BETA RELEASE 1.6.400.07
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 |
|
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. |
||
BETA RELEASE 1.6.400.06
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. |
||
BETA RELEASE 1.6.400.05
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. |
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6/23/2005 |
A/R Open Receivables Report |
The Days Overdue "as of" date was not completely printing. |
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6/23/2005 |
A/P Item Distribution Report |
Added a column for Warehouse No to the report. |
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BETA RELEASE 1.6.400.04
6/23/05
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6/22/2005 |
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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). |
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6/22/2005 |
Online help (F1) |
Help file update. |
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6/22/2005 |
Material Requisition / Return |
Modified the requisition and return forms to show the department for the job entered/selected. |
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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. |
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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. |
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BETA RELEASE 1.6.400.03
6/10/05
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6/8/2005 |
Payroll Miscellaneous Wages |
Modified to append new records rather than insert before the current/last record entered (it is more natural). |
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6/8/2005 |
Printed Purchase Order |
Modified the printed PO to show 4 decimals on the unit
price since the |
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BETA RELEASE 1.6.400.02
6/7/05
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6/7/2005 |
Payroll Wage Source Report |
Added a column showing piece-rate hours. Added the various hours columns to the totals for each employee and for the department/payitem subtotals. |
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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. |
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6/4/2005 |
A/R Invoice |
Anything typed into the SalesPerson field was being accepted. A valid salesperson code is now required. |
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6/3/2005 |
F1 Help |
On-line help file update. |
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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. |
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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. |
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6/2/2005 |
Recurring Vendor Invoice Templates |
Pressing F1 for help was not opening the correct help topic. |
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6/2/2005 |
Employee Setup |
Corrected spelling of the word 'whether'. |
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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. |
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BETA RELEASE 1.6.400.01 5/31/05
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