Version 1.6.5.x |
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· Permit Tracking: New module…
- You are now able to record permit details for each job, including the stages of the permit as well as when the work is due to be completed. As the stages of the permits are completed the permit stages can be updated to indicate the completed status. Reports will then tell you what stages are running late and are in danger of exceeding the life of the related job permit. You can use these reports to ensure the work is complete before the permits expire and avoid unnecessary cost of purchasing additional permits. For more information about Permit Tracking Click here.
· Timecard Assistant: Several enhancements have been added to the Timecard Assistant…
- You can now create entries for a number of weeks at a time. When you select to ‘create’ entries or to ‘review’ entries you will be asked to specify a date range by selecting the ‘starting’ week and the number of weeks. Previously you were limited to creating/reviewing one week at a time.
- Now that more than one week can be covered in the creation range, you can specify the weekly occurrence for entries to be every week, every other week, every third week, etc… Note that when specifying every other, or every third week, etc... a ‘starting’ date is required. This starting date will specify the week on which the alternating sequence begins / first occurs. This date merely establish the alternating sequence. Entries do not actually need to be created for this ‘starting’ week.
- Entry details can be saved as ‘recurring’ entries and created on a regular basis without re-entering all the details.
· Vendor Invoice Post Date feature: Vendor invoices may be received from the vendor after the accounting period has been closed. In order to use the correct invoice date for properly tracking accounts payable, the vendor invoice now facilitates posting with a G/L post date different than the invoice date. This allows the invoice to be posted with the correct invoice date without having to re-open the fiscal period.
- When a vendor invoice is posted and the invoice date is in a closed or locked period, the system will calculate the start date of the first open period after the invoice date and prompt the user whether to continue and post with the alternate date, or cancel the post.
- Note that the account register module does not accommodate post dates separate from item dates so the Post Date feature is not allowed for vendor invoices that have payment attached (Apply Pmts button). It would not be a normal condition that you are receiving a vendor invoice late for something that had already been paid.
- The alternate post dates are visible in the Payables Manager | Posted view and in the A/P Aging, Open Payables, and A/P Transactions Reports. The manager and reports also have an option to base the date range filter on the post date.
- The ability to post with an alternate post date can be turned on or off in User Group Setup.
· User Manager Form - A new User Manager form has been added to allow easier management of users accounts.
· Vendor Part Import additions -- The ability to import Mfr, ModelNo, and UPC has been added to the utility.
· Inventory Physical Counts -- A feature has been added to reset the department on all line items. This is useful when the department is not determined by the expense type used for the physical count.
·
Call Center - The early morning hours were not
visible in the Daily Call View of the
· Warranty Number - A Warranty No field has been added to the warranty table in order to track warranty policy numbers for third party warranties.
- Job Summary Analysis Report, Job/Invoice Scorecard Reports - Added information regarding replacement opportunities and replacement sales made by technicians on service calls. The report will show: Replacement Opportunities, Replacements Sold, Replacement Opportunity Closing Ratio, Replacements Sold Amount and Average Amount Sold. Information for the reports is gathered through the Job Summary Form (or Additional Scorecard Info for the Invoice Scorecard Report).
· Pricebook: Standard Cost Adjustments – Enhancements to this feature include the ability to adjust standard cost on items based on last cost or average cost and review the standard cost for items by degree of change. You can also revert items to their previous standard cost. To find out more about this feature click here.
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DATE |
MODULE / FORM |
DESCRIPTION |
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RELEASE 1.6.500.33 1/10/07
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1/9/2007 |
Account Register |
Filters from account reconciliation were sometimes
being carried over into transaction review.
This could cause unexpected problems.
For example, if a deposit was posted while the filter was on, the
deposit item would end up disconnected from the cash box items that made up the
deposit and from the general ledger entries for the deposit. |
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RELEASE 1.6.500.32 1/2/07
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12/29/2006 |
Sales Lead Tracking Report |
Removed redundant Quote Date from the sort/group fields (use Estimate Date). Removed redundant Date column from the report. It was identical to the Taken Date column. |
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12/29/2006 |
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The Open Jobs view of the Jobs grid in the |
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12/26/2006 |
Accounts Payable Item Distribution Report |
In the Item Variance Report option of the report, the variance column was cutting off any value greater than $1,000.00. |
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RELEASE 1.6.500.31 12/22/06
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12/19/2006 |
Financial Reports |
If the default prior years retained earnings account had been modified from the normal pre-assigned account, 2989, computation of report balances for period 1 of the new year could repeatedly fail with 'A problem has been detected... period 1 will be reset for compilation.' |
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12/18/2006 |
Service Location List Report |
Added the Priority field to the report Added the ability to filter/sort/group by Priority Added the ability to sort/group by Owner Occupied. |
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12/14/2006 |
|
When the computer was set up to use large fonts (Desktop Properties), some of the fields were not visible on the Tech Hint Options Form, including the Save and Cancel buttons. |
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RELEASE 1.6.500.30 12/13/06
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12/13/2006 |
Agreement |
Sorting by Agreement Number was not working. This has been corrected. |
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12/7/2006 |
Job Summary Analysis Report |
(SQL Server/MSDE) When grouping the report, the results were not always displayed in the correct order based upon the grouping. |
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RELEASE 1.6.500.29 12/1/06
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11/30/2006 |
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The Call Manager grid on the right was showing an image for Zone, etc. on the first row of the grid when there were no calls in the list. This has been corrected. |
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RELEASE 1.6.500.28 11/22/06
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11/21/2006 |
Job |
On occasion, job updates (Job Form, Job Summary, |
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11/21/2006 |
Vendor Payment |
When making a vendor payment, if an initial attempt to post failed for some reason, correcting and re-posting could sometimes result in the payment being posted with a zero balance, but with the intended allocations missing. When this occurred, it would have been necessary to correct the balance on the payment through the OOB filter in the Posted view of the Payables Manager. |
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11/20/2006 |
Job Form |
When a location has changed owners, and the previous owner's account has been removed from the location, any jobs prior to the change would show <None> for the billing account. The job has now been fixed to show the original billing account number. |
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RELEASE 1.6.500.27 11/14/06
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11/9/2006 |
Vendor Account History |
The Undo action (ESC) and button were not functioning when allocating. |
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RELEASE 1.6.500.26 11/7/06
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11/7/2006 |
A/R Invoice |
Under some circumstances, a 'Range check error' might occur when opening an invoice. If an attempt was made to work further with the invoice, the 'Range check error' might be followed by 'Access violation' error at or near address 00969xxx. |
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11/2/2006 |
Report Gallery |
Moved the Commissions Report from the Management Reports menu to the Payroll Report menu so that access is managed based upon the Payroll Reports ability. |
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10/30/2006 |
Agreement |
Increased to 22 the number of digits allowed for the bank routing/account number in the popup payment method form when using Edit Payment Method for an agreement. The agreement form already allowed 22 digits when entering or modifying an agreement. |
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10/30/2006 |
Agreement |
Increased to 22 the number of digits allowed for the bank routing/account number in the popup payment method form when using Edit Payment Method for an agreement. The agreement form already allowed 22 digits when entering or modifying an agreement. |
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10/30/2006 |
Jobs Taken/Booked Report: |
Expanded the JobNo field to avoid truncation of longer than normal job numbers. |
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10/26/2006 |
Invoices: |
Pressing F11 from an Invoice brings up Notes. However, when pressing F11 from a Project Invoice, the Notes were not openning to the correct page. This has been corrected. |
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10/18/2006 |
A/R Invoice - Apply Pmts |
There were some extraneous characters showing from behind the input box for deposit amount. |
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10/11/2006 |
Financial Reports |
(MSDE/SQL Server) The integrity checks on financial report compilation would on very rare occasions report false problems due to rounding issues. |
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RELEASE 1.6.500.25 10/10/06
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10/5/2006 |
|
Changes in the way the call center refreshes should result in better performance. |
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10/4/2006 |
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Email paging was failing with a false 'network problem' error if the subject line was cleared. |
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9/29/2006 |
AR Invoicing, Purchase Orders, and Requisitions: |
Corrected a problem where it was possible to copy a
quote to a |
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|
9/22/2006 |
Purchasing Wizard |
(MSDE/SQL Server only) When attempting to delete unordered purchase orders for an item list, the following error would occur, 'General SQL Error. Incorrect syntax near "*"'. |
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|
9/22/2006 |
GLMap, DeptMap |
Sometimes the budget contains G/L accounts or departments that have been deleted and are no longer valid. These budget entries would cause the account or department conversion to fail. The conversion now check for the situation and will not start until the situation is cleaned up in Budget Setup. |
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RELEASE 1.6.500.24 9/21/06
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9/20/2006 |
Phone Call Review |
Added phone number to the phone call review grid (therefore also included in grid report). |
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9/20/2006 |
Pricebook Item List Report |
The entire item description will now print, wrapping to the next line if it is longer than what will fit in the allotted space. |
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|
9/20/2006 |
Purchase Order/Vendor Invoice |
When skipping the receipt step and creating a vendor
invoice directly from a |
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|
9/15/2006 |
G/L Setup |
Added a confirmation dialog when attempting to delete an account that is in the budget table. (There was already a confirmation dialog when deactivating an account and when deleting or deactivating a department. |
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RELEASE 1.6.500.23 9/14/06
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9/12/2006 |
Inventory transactions |
Warning that a transaction would result in a negative on hand quantity was not always being generate when the same item number was used on multiple line items of a transaction (requisition). |
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|
9/11/2006 |
Sales Lead Tracking Report: |
Added the ability to filter based on Location Type. Added the ability to Sort and Group based on Location Type. |
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RELEASE 1.6.500.22 9/6/06
|
||||
|
9/5/2006 |
Assignments Report: |
The assignments report had an option to included Cancelled Calls. This option cannot function because all assignments are removed when a Call is cancelled. The option has been removed. |
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|
8/29/2006 |
Inventory Movement Report: |
Some users were getting errors when trying to generate a report where the Quantity was less than a specified value. This has been corrected. |
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|
8/29/2006 |
Dept Map |
The department conversion process was missing some fields - employee default department and timecard entries. |
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|
8/29/2006 |
GL Map |
The account conversion process was missing the G/L account fields on payroll deduction & expense setup. |
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|
8/29/2006 |
A/R Invoice Item Detail Report: |
Added a Job No. Filter. You can now enter a Job No. or pick one from the drop-down menu and display only Item Details from that Job in your report. |
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RELEASE 1.6.500.21 8/23/06
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|
8/22/2006 |
Timecard Assistant |
The confirmation message when creating was showing the end time of the entries to be created incorrectly. (It was showing the start time as the end time, e.g. 10:00AM thru 10:00AM.) |
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|
8/21/2006 |
Timecard |
When making entries into the timecard the job number for a sales job can now be entered. Previously entries for sales jobs could only be made through Call Progress. |
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RELEASE 1.6.500.20 8/17/06
|
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|
8/17/2006 |
General |
Email notifications to SuccessWare Support were failing since version 1.6.500.19. |
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8/17/2006 |
AP Item Distribution Report |
Added two fields to filter, sort, and group options: Manufacturer and Mfr Part/Model. These two items also display on the report, if Expanded Detail is selected. |
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RELEASE 1.6.500.19 8/16/06
|
||||
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8/16/2006 |
Permit Report: |
(MSDE/SQL Server only)The Permit Report was failing (the program would shut down with no error message) whenever a filter was placed on the Current Stage. This has been corrected. |
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|
8/14/2006 |
Online Help (F1) |
Help file update. |
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RELEASE 1.6.500.18 8/14/06
|
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|
8/7/2006 |
On-line Help (F1) |
Help file update. |
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RELEASE 1.6.500.17 8/03/06
|
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|
8/2/2006 |
Sales Tracking Report |
Added an equipment age range filter to the report (similar to recent change to Job Summary Analysis Report). Age must be entered on the job in order for this to function properly. |
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|
8/2/2006 |
Vendor Invoice / Inventory |
Item Last Cost was not getting updated if the inventory module had not been activated, or for non-counted items. Last Cost is now always updated making the recent additions to the Cost Adjustment feature of the Pricebook useful to more companies. Only update Last Cost when posting the final invoice, not the receipt - expected costs are not always accurate. |
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|
8/1/2006 |
Material Returns |
When creating a new material return from the |
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|
7/31/2006 |
Job Manager |
When grouping
the grid report by progress, a number would display in the group header
instead of the progress text. This has
been corrected. |
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|
7/28/2006 |
Account Register - Deposits |
When making an "other adjustment" the form indicated that you could enter an amount equal to the "other" deposit amount, but would result in failure message if attempted. The message on the form now indicates that the adjustment amount must be less than the "other" amount for deposit. |
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|
7/28/2006 |
Invoice Item Retainage |
When billing retainage in payables, the Retained Balance was showing an incorrect amount. This has been corrected. |
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|
7/27/2006 |
Service Location List Report: |
Corrected a bug that caused blank lines to be inserted when printing to a text file. |
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RELEASE 1.6.500.16 7/27/06
|
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7/26/2006 |
Wage Source Report: |
Corrected a problem that caused the total hours for each employee to be calculated incorrectly. |
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|
7/25/2006 |
Job Scorecard Report |
Sometimes the amount shown for Average Ticket was not correct. |
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|
7/25/2006 |
Call Calendar Filters |
Subcontractor employees now show up for selection (like they have been in the call center filters). |
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|
7/24/2006 |
Job Summary Analysis Report |
Modified terminology for some labels to read "jobs" instead of "calls" to avoid confusion. |
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|
7/24/2006 |
Payroll |
When a timecard entry is modified, it shows up in the payroll manager with the "OT" indicator meaning that OT needs to be calculated. After calculating overtime the symbol changes to "!" incdicating that the modifications require the employee to be prepared. If overtime was calculated again, the "!" symbol was being removed inappropriately. Now, as intended, the "!" will remain until the employee is prepared. |
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7/24/2006 |
Sales Invoice Report, Sales Invoice Items Report, Sales Lead Tracking Report, Sales Analysis Report, Job Scorecard Report, and Invoice Scorecard Report: |
Added Job Taken By Sorting, Grouping, and Filtering options. |
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|
7/21/2006 |
Payroll - overtime calculation |
When the beginning of the overtime work week did not correspond with the beginning of the payroll period, as would normally be the case when using monthly or semi-monthly pay periods, calculating overtime would frequently flag employees as unverified in the prior pay period. However, even though employees were being unverified, wages were not actually being changed in the prior period. |
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|
7/20/2006 |
Call Taking Review |
Fixed
tab stops and tab order. Attempting
to use Edit with no results displayed would result in 'Dataset not in edit or
insert mode' error. Concerns
now defaults to 'All'. Previously
there was no default selection. The
Enter key will now apply filters when Apply is visible and enabled. Call
Notes is now disabled when not in edit mode. |
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RELEASE 1.6.500.15 7/20/06
|
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7/19/2006 |
Job Lookup |
Corrected the labels and formatting for the displayed invoice information. |
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|
7/19/2006 |
Call Taking |
Corrected a bug that caused sales jobs to sometimes not show on the Sales Lead Tracking Report properly based upon estimate date range for the report. |
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|
7/17/2006 |
Equipment Comparison Report |
Now shows filter selections at the top of the first page of the report. |
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7/17/2006 |
Equipment List, Equipment Comparison Reports |
These reports were sometimes showing customers/equipment incorrectly when using the Serviced / Not Serviced option. |
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7/14/2006 |
Phone Call Review |
User (administrator) can now modify the Taken By and Ended By fields as necessary from the Adjust Date/Time option of Phone Call Review. Previously the fields could only be changed to the username of the user making the adjustment. |
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7/14/2006 |
Pricebook Cost Adjustment |
The warning about items with quantity/value errors was displaying even if the groups with errors were not being adjusted. Now verifies that at least one group has been selected for adjustment before allowing 'Apply Adjustments'. |
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RELEASE 1.6.500.14 7/13/06
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7/13/2006 |
Payroll Setup |
Fixed typo on NTC's & Premiums tab. |
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7/13/2006 |
Pricebook Cost Adjustment |
Cost adjustments of any type were not being allowed to items with Qty/Value Errors (less than zero qty). It now allows adjustments based upon Std Cost or Last Cost, just not Average Cost. |
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7/13/2006 |
Technician Productivity Report |
Now displays the date range (employee timecard date) used in the Timecard Summary section of the report. |
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7/10/2006 |
|
Since a subject line was added to the outgoing email paging messages (1.6.500.02), message review on pagers was difficult since the message list would show the same information - SW21 Msg' - for all messages. The email paging subject line text now defaults to JobNo for job related messages, and the user may manually modify the subject line if necessary. When messages are split to accommodate email character limits, the message count will now also show along with the subject line. |
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7/6/2006 |
Job Summary Analysis Report |
Replacement Opportunities was showing as a negative number. |
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7/6/2006 |
Pricebook, Category Form, Custom Pricing |
When accessing custom pricing from the category form for non task categories, it was possible to encounter the error "dataset not in insert or edit mode". |
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RELEASE 1.6.500.13 7/6/06
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7/5/2006 |
Job Summary Analysis Report |
Added an equipment age range filter to the report. Age must be entered on the job in order for this to function properly. |
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7/5/2006 |
Pricebook Import |
The original PSI Pricebook has been retired and is no longer available for import. |
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7/5/2006 |
Invoice Item Detail Report |
Modified to exclude sales quote detail. It was not intended to include them. |
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6/28/2006 |
Sales Analysis Report |
Some of the numbers could get cut off when numbers got very large, over one million or so. |
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6/22/2006 |
Requisitions |
When creating a requisition from a job, the jobs department was not always coming into the requistion as the default department. |
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RELEASE 1.6.500.12 6/20/06
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6/20/2006 |
On-line Help (F1) |
Help file update. |
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6/20/2006 |
Pricebook, Cost Adjustments |
Mfr was not available for <all> parts even when there were mfr's used. When adjusting by mfr, if there was a (blank) mfr, the adjustment would not be applied to this group. Cost adjustments pct were being incorrectly. The first 'group' would be adjusted 0%, then group 2 would be adjusted by group 1's pct, group 3 by group 2's pct, etc. |
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6/19/2006 |
Recurring Timecard Entries |
Recurring review was filtering for same status, same time in. This in many cases is not applicable to the recurring entry. No it will match by recurringID. |
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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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6/14/2006 |
G/L Setup |
Added warning/confirmation dialogs when setting up subaccounts for an account that is assigned as a default account. In general this practice is discouraged and the message is intended to encourage consultation with a customer support representative to make sure that the reason for subaccounts is sound. |
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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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6/13/2006 |
User Manager |
The View sub-menu option incorrectly read "Active only". Changed it to read "Users". |
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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 1.6.500.11
6/8/06 Beta Version
|
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6/8/2006 |
Timecard Assistant |
Timecard entries not created from a recurring entry would sometimes show blank, sometimes -1, for the recurring ID (RID). It will now always be blank. (MSDE / SQL Server only) The Review option (for non-recurring entries) was not working. It would always bring up an empty list. When viewing "Recurring entries...", if one of the recurring entries had resulted in tiemcard conflict warnings, the display of the list of recurring entries was jumbled up. If an attempt was made to create timecard entries in a verified payroll period, the entries were correctly not being created, but the review grid was not showing the reason for the failure. |
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6/7/2006 |
Timecard Assistant |
(MSDE / SQL Server only) When attempting to save as recurring (Save button) or review recurring entries (Recurring button), the following error would occur: 'Syntax error converting datatime from character string'. Note that Save was saving the entries, but the failure was occurring becuase the system was also attempting to open the recurring entries for review. You may need to review and delete any recurring entries that were saved, but are no longer needed. |
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6/7/2006 |
Permit Form |
Adjusted tab order. |
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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 1.6.500.10
6/6/06 Beta Version
|
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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 1.6.500.09
5/31/06 Beta Version
|
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5/31/2006 |
General |
(MSDE / SWL Server only) Since version 1.6.500.7, 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 1.6.500.08 5/26/06
Beta Version
|
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5/26/2006 |
Permit Tracking |
New module. Click here for more information. |
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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 1.6.500.7, 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 1.6.500.07
5/24/06 Beta Version
|
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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 1.6.500.06
5/15/06 Beta Version
|
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|
5/12/2006 |
Job Summary Analysis |
Corrected error "The sum or average aggregate operation cannot take a bit data type as an argument" |
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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 1.6.500.05
5/10/06 Beta Version
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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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5/8/2006 |
Inventory, Physical Count |
Added Category, Group to grid for sorting capablilties. When printing physical counts, report will default to using the same sort as the forms grid. |
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5/8/2006 |
Reference Books |
When a book was first opened, one of the items would be randonly focused by default. Now the top item in the list will be initially focused. |
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5/5/2006 |
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A drag/drop at 12:00AM midnight would cause the call to "disappear", or not show on the call center board. The system interprets 12 midnight as unscheduled (no time). A drag/drop will now cause the time to be assigned 12:01AM and show where it is dropped. |
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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 |
Accounts Payable |
Added the ability to post vendor invoices with a post date different than the invoice date when the invoice date falls into a locked or closed fiscal period. This allows payables processes to operate on the correct invoice date without having to re-open the fiscal period in order to post. When a vendor invoice is posted and the invoice date is in a closed or locked period, the system will calculate the start date of the first open period after the invoice date and prompt the user whether to continue and post with the alternate date, or cancel the post. The alternate post dates are visible in the Payables Manager | Posted view and in the A/P Aging, Open Payables, and A/P Transactions Reports. The manager and reports also have an option to base the date range filter on the transaction post date. |
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5/3/2006 |
Timecard Assistant, Recurring Timecard Entries |
Added feature of recurring timecard entries. |
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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 |
Inventory Requsition, Return, Transfer, Adjustment |
When printing/previewing, the report will now keep the same sort as you've selected for the grid on the form. |
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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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4/27/2006 |
User Manager |
A new manager has been added to better manager users. |
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4/27/2006 |
Inventory, Physical Count |
Added ability to sort the physical count report by Item Category and Item Group. |
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4/27/2006 |
Equipment, Warranties |
Added a WarrantyNo field. |
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4/27/2006 |
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Modified horizontal call view, so the early hours of the day (12 am) will be accessible on the employee grids. |
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4/27/2006 |
Inventory, Physical Count |
Added feature to reset the department on all line items. |
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4/27/2006 |
Vendor Receipt |
Added ability to sort the grid to assist in finding the 'expected' items. |
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4/27/2006 |
Call Taking Review |
Modified review to include TakenBy and EndedBy. EndedBy is the user who ended the call and actually posted the job. |
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4/27/2006 |
Vendor Import |
Added ability to import mfr, modelno, and upc. |
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4/27/2006 |
Grid Controls, Managers |
Modified behavior of several manager/grids so they will maintain focus when you click the column title to change the sort order. |
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RELEASE 1.6.500.04
4/27/06 Alpha Version
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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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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 1.6.500.02, 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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RELEASE 1.6.500.03
4/13/06 Alpha Version
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4/12/2006 |
Job Summary, Job Summary Analysis Report, Scorecard Reports |
Added ability to track Replacement Opportunities, Replacements Sold, Replacement Opportunity Closing Ratios, Replacements Sold Amount and Average Amount Sold. |
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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 1.6.500.02
4/5/06 Alpha Version
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4/4/2006 |
Logon Form |
Increased width of company,user,password controls. |
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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 1.6.500.01 3/27/06
Alpha Version
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Alpha Build |
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