Version 1.7.1.x |
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· Database Maintenance—The SuccessWare21 Database Maintenance utility allows you to backup your SuccessWare21 MSSQL databases and perform other basic database maintenance options with the single push of a button. These options include database backup, integrity check, index cleanup, database shrinking and disk space monitoring. This Database Maintenance feature is intended for SuccessWare21 databases installed on SQLExpress, but can also be used for MSDE or SQL Server installations as well. Click here for more information. (Note: Database utilities for MS Access installations are still found in the 21Main Menu | Setup | Utilities menu.)
·
· Created a new Job Happy Check Report in the Job/Call Reports for managing Happy Checks. The Happy Check options have been removed from the Calls Report and transferred to the new report. Including Happy Check options in the Calls Report had caused difficulties since the same happy check information would show multiple times when jobs had multiple calls - i.e. spanned multiple days.
· 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, 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.
· Agent Manager – Changes have been made to the Agent Manager to give you control over messaging to third party application via the SWAPI. To find out more about this feature click here.
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DATE |
MODULE / FORM |
DESCRIPTION |
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RELEASE 1.7.100.69 5/21/07
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5/14/2007 |
Sales Invoice Items Report |
Added a Qty column to with report, with group and final totals. Also added a average sale per unit calculation to the group and final totals. |
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5/14/2007 |
Jobs Taken Booked Report |
Secondary sorts were not working correctly when first sorting by Progress. |
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5/14/2007 |
SWAPI |
When creating a new job through SWAPI, the customer |
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5/14/2007 |
A/R Invoice |
When creating a new invoice, the customer |
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RELEASE 1.7.100.68 5/10/07
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5/9/2007 |
Inventory Movement Report |
The report was omitting many or sometimes most items that had zero movement during the report date range when using the "less than" options. |
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5/7/2007 |
Jobs Taken/Booked Report |
Sometimes, when previewing and backing up to previous pages, the first item (job) on a page would show an incorrect value for Progress. |
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RELEASE 1.7.100.67 4/24/07
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4/18/2007 |
Assignments Report |
Since 1.7.100.65 (1.7.200.19), there was overlapping fields on the report - phone1, phone2 and contact information. |
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4/18/2007 |
Account Register |
After some operations, the item period caption (showing the statement date, or "Current period", etc.) did not always properly reflect the items that were actually being displayed. |
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RELEASE 1.7.100.66 4/17/07
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RELEASE 1.7.100.65 4/16/07
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4/12/2007 |
SWAPI |
Some update commands would fail with a 'List index out of bounds' error if the command included a reference code value with a space character in it. |
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4/10/2007 |
Job Summary, Job, Call Taking |
Modified the callback job popup menus for consistency. In Job Summary, the job date was not always showing correctly. Modified the menu to show the most recent jobs first. |
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4/9/2007 |
Job Scorecard and Invoice Scorecard Reports |
Added a line for "Total add on sales". |
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4/9/2007 |
Location List Report |
Added Preferred Tech to the filter, sort, and group options in the Location List Report. |
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4/9/2007 |
Sales Call Sheet |
Added Location Type to the report. |
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4/6/2007 |
Reports |
Added location phone 1 to the Assignments Report. Added location phone 2 to the Assignments, Calls, and WorkOrder Summary Reports. Added location address 2 to the Calls Report. |
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4/5/2007 |
Agreement / Pricebook |
New custom task items for agreements may have been getting created in the pricebook without a sale type assigned, causing the invalid expense/sale type indicator to show up. The items are now always assigned the item group's sale type. |
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4/4/2007 |
Piece Rate Assistant |
Pay Now now automatically recalculates after changing Pct of Job, Invoicing Complete, or Estimated Sale Amounts (when Invoicing Complete is not checked). Note that the Invoicing Complete checkbox control must be exited before the recalculation occurs. If Pay Now is modified manually, the Currently Owed amount (now different from Pay Now) is now highlighted in yellow. Added a Recalc action/button which can be useful to force a recalculation of Pay Now without having to change information or reset. After generating new miscellaneous wages, the form now automatically recalculates to take the new wages into effect. After returning from Miscellaneous Wages, the user is now offered an option to reset, in the case where changes were made that might affect the calculations. |
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3/30/2007 |
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Added Billing Customer Rating to available fields to include in a job page. |
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3/29/2007 |
AR Invoice |
When applying payments, it was possible to accidentally create a bogus Project. This has been corrected. |
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3/29/2007 |
Jobs Taken/Booked Report: |
Added Progress to Group By options. |
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RELEASE 1.7.100.64 3/27/07
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3/27/2007 |
SWAPI |
The VehicleUpdate (GPS) command was improperly failing if longitude greater than 90 degrees was specified without specifying 'W' (west). It now allows up to 180 degrees. |
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3/21/2007 |
SWAPI |
Jobs created through SWAPI were not being set up with the correct initial value for Agreement Opportunity (visible on the Job Summary form). |
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3/13/2007 |
Pricebook |
When maintaining pricing formulas sometimes The task price level section would show for non-task categories. Price levels only apply to tasks and should never be visible for other item types. Also in pricing formulas, sometimes a 'dataset not in insert or edit mode' error would occur when trying to change to/from using a price level for retail price. |
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RELEASE 1.7.100.63 3/9/07
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3/9/2007 |
Internet Activation |
Internet software activation would fail when the company name had a '&' character in it. |
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3/6/2007 |
Vendor Invoice |
Since 1.7.100.41, invoice posting would fail when billing vendor retainage. |
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RELEASE 1.7.100.62 3/2/07
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3/2/2007 |
SQL DB Maintenance Utility |
Maintenance would hang up when attempting an operation that required single user mode on the database if users were logged into the database. Now shows a list of users logged into the database. Rebuild/reindex would fail with the message "an error occurred". |
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3/1/2007 |
A/P Allocations |
When viewing allocations, the "Update payable balance" option was calculating incorrectly if any allocation was for a payment to a credit or another payment. |
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2/28/2007 |
A/R and A/P Allocations |
After removing allocations and either saving or canceling the changes, focus was automatically changing to a different receivable / payable. Modified it to remain focused on the selected payable. After using "Update payable balance" focus will now remain on the same payable (or receivable). |
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2/28/2007 |
Pricebook |
When editing a task item group, the override checkmark on all tasks in the group was being turned off in error, causing the task price to be recalculated using the pricing formula instead of using the override price. |
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2/27/2007 |
Job Form, General |
If using subcontractors, when not using the lookup form and typing in an employee/subcontractor code directly, or when creating an install job from a sales job, validation of the employee/subcontractor code would sometimes fail with the error 'XXXXXX is not a recognized code.'. |
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2/23/2007 |
Vendor Invoice |
Under some circumstances, selecting Pmt Review on a posted vendor invoice could put that posted invoice into edit mode possibly allowing inappropriate changes to the invoice. |
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2/23/2007 |
A/R Invoice Detail |
Made a change to maintain focus on an adjacent row after an entry is deleted from A/R invoice item detail. |
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2/20/2007 |
Management Comparison Report |
Sales figures have been modified to show amounts after discounts have been applied. When analyzing salesperson, the report for Sales figures was throwing amounts from agreement and counter sale invoices into the <None> category. |
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RELEASE 1.7.100.61 2/20/07
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2/20/2007 |
A/R Invoice |
When attempting to void a counter sale invoice before deleting any line items that had been entered, the system would automatically verify and requisition the items on the invoice. Then it would be necessary to un-verify items before deleting the items from the invoice and voiding. Now the system will issue a message that the items must be deleted before voiding and will not process the items as before. |
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2/19/2007 |
Sales Lead Tracking Report |
Cleaned up export to text file options. When Summary Only is selected, the group summary totals will now export to a tab delimited text file. |
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2/19/2007 |
Service Location List Report |
When using the No History option, a false record count was being displayed. This is one situation where every customer needs to be examined in order to determine whether it will be included in the report so there is no benefit in trying to issue a count. It now displays a message that a valid count cannot be determined. |
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2/19/2007 |
Agreement Deferral Analysis and Reserve Analysis Reports |
Added an option to exclude terminated agreements as of the transaction thru date as long as transaction from date is not entered. This is possible since all agreements terminated as of the transaction end date will net out to a zero deferred/reserved balance anyway. |
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2/16/2007 |
Account Register |
The system was allowing account reconciliation while in opening balance mode. While this did not cause any serious problems, the system would still appear to be in opening balance mode after reconciliation and available menu options were not consistent with a reconciled account. Entering the reconciliation view now forces the system out of opening balance mode. |
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2/16/2007 |
Job Scorecard, Invoice Scorecard Reports |
When using
a report filter and the value entered/selected contained a space, the report
would fail with the error "Incorrect syntax near the keyword LIKE". |
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2/15/2007 |
Job Scorecard, Invoice Scorecard, Technician Productivity, Agreement Anniversary, Sales Analysis Reports |
Subcontractors were not showing up in the dropdowns when attempting to select a specific technician or salesperson for the report. |
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2/15/2007 |
Agreement |
Added a scroll bar to the visit notes field in the Agreement Visits/Values screen. It was possible to get an active agreement into edit mode by clicking and typing characters into Visit Notes in the Visits/Values screen. |
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2/15/2007 |
SWAPI, SWHttpServer |
On some servers/networks, the service cannot browse service subfolders. This caused the DLLs not to load and SWAPI to return the error "service version not supported". A change was made to force the DLL load if the folders cannot be browsed/found. |
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2/14/2007 |
A/P Item Distribution Report |
Fixed filter description on the title page to properly indicate date range criteria. |
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2/14/2007 |
A/R Invoice |
When the option to print Task Notes on the printed invoice was selected, the invoice was not printing the task notes for a task associated with the visit type for an agreement visit line item. |
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2/9/2007 |
Warehouse Adjustment Form |
Entering a Unit Cost with a dollar sign would throw an "invalid floating point" error. This has been corrected. |
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2/9/2007 |
Standard Cost Adjustment Table |
A bug was corrected that caused SuccessWare to crash when a user entered a Percentage symbol into a Percent field on this table. |
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RELEASE 1.7.100.60 2/8/07
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2/8/2007 |
Sales Invoice Items Report |
Items with a negative pay base (reduction) were not being included on the pay base report. |
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2/7/2007 |
Receivables Manager |
The manager would on occasion show OOB (out of balance) accounts that were not really OOB. |
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2/7/2007 |
Job Happy Check Report: |
Corrected a bug in the Happy Check report causing an error "Job Status is not a valid ref book" when the user tried to open the drop-down menu for the Job Status. |
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2/7/2007 |
General |
Since 1.7.100.52, when installing updates, some users would receive the error "file sharing lock count exceeded" during one of the database updates. |
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2/5/2007 |
Inventory |
If inventory counting was turned off, adjusting inventory transactions that had been posted prior to the count being turned off would post inventory transactions and make tags. |
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2/4/2007 |
Pricebook Item List Report |
Added an option so that the report can be printed with either category and group codes or category and group descriptions. Previously the report automatically used category and group descriptions. The report will no longer truncate the category and group descriptions. They will wrap to a the next line if longer than the allotted space in the report. |
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2/1/2007 |
Job Summary Analysis Report |
The report was including some In Progress jobs causing the report to be out of balance with Tech Hints and Job Scorecard. |
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RELEASE 1.7.100.59 1/31/07
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1/31/2007 |
Purchase Orders / Receipts |
If a partial receipt was made for a PO and one of the items on the receipt was over received (received more than expected), subsequent receipts for the PO would cause a negative receipt quantity to show on the A/P Item Distribution Report for the over received item. |
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1/30/2007 |
Receiving Ticket |
Stray Bin Numbers were showing through on the report when items on the receipt did not have an expected quantity to receive. |
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1/30/2007 |
A/P Item Distribution Report |
Line items would no longer appear in the report if the pricebook item was deleted. |
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1/30/2007 |
A/R Invoice |
On some systems, adding line items to the A/R invoice might fail with the error "cannot insert the value null...". |
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RELEASE 1.7.100.58 1/24/07
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1/24/2007 |
E-mail Paging |
Since 1.7.100.38, when sending a page that included line-breaks, or carriage returns, the page would be broken apart, sending each line as a separate page. This has been corrected. |
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1/23/2007 |
SWAPI HTTP Server Administrator |
In order to enable the user to install and start the API Service without having to manually set properties, SSL will be turned on by default and the Database connection properties will populate automatically. Properties can still be manually overridden. |
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1/23/2007 |
Report Gallery |
Moved the Commissions Report to a new report group (Commissions) so that user access can be managed independent of payroll reports. |
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1/22/2007 |
Agreement Profitability Report |
The Service Detail section of the report was showing incorrect information for Trans Date, LaborCost, MiscCost, and PartCost. |
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1/19/2007 |
Call Taking |
A percent sign in equipment type, manufacturer, model number, or serial number would cause the program to terminate abruptly without error when attempting to pop up the equipment list dropdown in Directions/Equipment (CTRL+D). |
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RELEASE 1.7.100.57 1/19/07
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1/17/2007 |
Purchasing Manager |
After popping up Vendors for Item and deleting a vendor part item, the Vendor Part List in the Purchasing Manager was not refreshing to reflect the change. |
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1/17/2007 |
Part Item Detail |
When editing a part item in the pricebook, and deleting vendor items, the last, or only, vendor item for a part could not be deleted. It would appear to go away, but would return when Vendors for Item was re-opened. |
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1/12/2007 |
Sales Analysis Report |
With the folllowing filters in use: Never Had an Agreement, Expired Agreements, Active Agreements, the Sales Analysis Report showed incorrect calculations for the Average sale in the report totalsand for the % of Total columns for the breakdowns. |
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RELEASE 1.7.100.56 1/10/07
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1/10/2007 |
Sales Analysis Report |
Since version 1.7.100.53, totals were missing from the report. |
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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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1/9/2007 |
Equipment List Report |
Added Out of Service column to the report. Added an option for including In Service, Out of Service, or Either. Fixed screen tab order. |
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1/8/2007 |
Job Summary Analysis Report |
Since 1.7.100.52, if there were fields selected for sorting that were not also included in the grouping, the report would fail with a 'Field not found' error. |
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1/8/2007 |
Journal Entries Report |
Added report totals for debits and credits. Increased the width of the Reference field. |
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RELEASE 1.7.100.55 1/4/07
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1/4/2007 |
SWAPI |
There was a possiblity of CustomerQuery failing with the error "dsHistory: Field 'Progress' not found". |
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1/4/2007 |
Call Progress/SWAPI |
If an employee's timecard was remote locked through SWAPI and any of the Dispatch, Onsite, or Completed popup menu options were used from the Call Center, the action would be properly prevented, but a 'Dataset not in edit or insert modes' error would then occur. If the timecard was opened from Call Progress and the remote lock flag modified, the lock icon on the Call Progress grid would not show or hide appropriately when returning to Call Progress. |
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1/4/2007 |
Timecard Assistant Form: |
When printing a Timecard Review report, the Status and Starting Time is now included in the report's caption. |
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RELEASE 1.7.100.54 1/2/07
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12/29/2006 |
Call Progress / Timecard |
Remote locks might have been retained from previous days requiring the lock to be removed before the timecard is modified. Now the locks are enforced only on the current date. |
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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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12/27/2006 |
Call Progress |
Added the employee code to certain messages returned from the timecard when posting of call progress times fail. The timecard can no longer be opened while Call Progress changes are in progress. Changes in the timecard when there were unposted call progress changes could cause various problems. The As Scheduled option would inappropriately attempt to update employees whose timecard was remotely locked. |
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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 1.7.100.53 12/22/06
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12/21/2006 |
Call Progress, Timecards, Remote Locks |
Call progress was failing for helpers when primary technicians had remote timecard locks set. If one tech on an assignment had a timecard remote lock, then call progress would fail for any assignment that was modified. Now, you are able to change progress for techs without remote lock even if other techs on the call have locks in place. If a technician's timecard is currently locked, a red lock icon will appear. |
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12/21/2006 |
Reports: |
Some reports were displaying information for Group Totals, even if the user had not selected any groups. Some reports were inappropriately hiding the Group Totals when the break field value was blank. |
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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 |
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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 1.7.100.52 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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12/12/2006 |
Timecards: |
There was a rounding problem that sometimes caused timecard entries to show up for import to the A/R invoice that had already been imported. The entry would show up with a long fractional amount to import, and if imported would import as zero hours and cause the invoice to be in a state where it could not be saved. |
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12/11/2006 |
SWAPI |
Added new SWAPI message type, 'jobcomplete', sent to enabled third party applications whenever the completion status of a job changes. This message is also sent when a job is canceled, since that can be interpreted as a form of completion. |
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12/9/2006 |
Reports, Purchasing, Item List |
When printing barcodes, you can now choose the height of your barcode (0.25,0.5,0.75 inches). The larger barcode is easier to target for some scanners. The report will also now print in portrait orientation. |
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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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12/6/2006 |
A/P Invoice List Report: |
The Group Footer always showed on this report, even when no grouping options were selected. This has been corrected. |
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12/5/2006 |
Account Register - Bank Deposits |
If cash, checks, and credit cards were all reconciled at the same time, but deposited separately, and the credit card deposit was prepared first and an "other adjustment" applied, then the G/L entries made when the cash and/or checks were deposited would also include the "other adjustment" if the Total Other checkbox had been left check marked when making the cash and/or checks deposit. |
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RELEASE 1.7.100.51 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 1.7.100.50 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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11/21/2006 |
SWAPI |
Set the JobAdd command to reply with the fieldname when an empty string is submitted for a required field. |
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11/20/2006 |
Pricebook:, SWAPI |
Enhanced the ability for third-party applications to recognize when updates have been made to pricebook items. |
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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 1.7.100.49 11/14/06
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11/10/2006 |
Timecard |
When disabling the remote control flag for a timecard on today' date, a warning will now be displayed. |
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11/9/2006 |
Billing Account History, Vendor Account History |
When using manual allocation for a cash receipt or adjustment, it was possible to cause a posted receivable (or payable) with missing G/L entries if, before saving the allocation, an attempt was made to post some other transaction, such as an invoice. The system now forces the allocation to be completed before allowing other forms to be used. |
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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 1.7.100.48 11/7/06
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11/7/2006 |
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When dragging a call from the browse window to the unassigned panel in the Daily Call View (horizontal), the Call Info panel at the bottom of the screen now shows the call information (instead of being blank), and shortcut keys function properly (F9 - Open Job, etc.) against the dropped call. |
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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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11/2/2006 |
|
After dragging from the browse window (Continue/Browse, Reschedule/Browse, etc.) into the unassigned calls panel of the Daily Call View (horizontal view), the call was remaining in the browse window. This was only a refresh problem. As soon as the call center next refreshed, the call would be removed from the browse window. |
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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. |
||
|
10/28/2006 |
Call Taking: |
The formatting of the Equipment menu was not consistent with other Equipment menus in Successware. This has been corrected. |
||
|
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. |
||
|
10/19/2006 |
SWAPI |
Remote Timecard lock is not required for mobile user is username is not an employee (i.e., does not match an employoee code) Timecard An event will be recorded when remote control is enabled/disabled. |
||
|
10/18/2006 |
A/R Invoice - Apply Pmts |
There were some extraneous characters showing from behind the input box for deposit amount. |
||
|
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. |
||
RELEASE 1.7.100.47 10/10/06
|
||||
|
10/9/2006 |
SWAPI |
Error "Unable to determine version…" would occur if master id was submitted without leading '0' (zero) by an external application. |
||
|
10/5/2006 |
|
Changes in the way the call center refreshes should result in better performance. |
||
|
10/4/2006 |
|
Email paging was failing with a false 'network problem' error if the subject line was cleared. |
||
|
10/3/2006 |
Account Register |
When editing the Opening Balance on an Account in the Account Register, selecting a Decreasing Adjustment type did not work properly. This has been corrected. After finishing reconciliation, SuccessWare would indicate that it was displaying the first reconciliation available, but the data would be displayed from the latest reconciliation. It now indicates that the data is from the latest reconciliation properly. |
||
|
9/29/2006 |
AR Invoicing, Purchase Orders, and Requisitions: |
Corrected a problem where it was possible to copy a
quote to a |
||
|
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 "*"'. |
||
|
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. |
||
RELEASE 1.7.100.46 9/21/06
|
||||
|
9/21/2006 |
On-line help (F1) |
Help file update. |
||
|
9/20/2006 |
A/R Invoice |
A bug was recently corrected that on occasion may have caused charge to warranty or charge to agreement invoice items to post to the wrong G/L account. Now if the system detects that this problem had occurred, when you open the Invoice Manager, Income Statement Report, or Trial Balance Report, a utility will appear with a list of Invoices that were affected, along with directions on how to go about getting making any necessary corrections. |
||
|
9/20/2006 |
Utilities |
Since version 1.7.100.45, activation was not working. The error 'This utilitiy is not currently available [Error reading property]' would occur when attempting to open the activation form. |
||
|
9/20/2006 |
Phone Call Review |
Added phone number to the phone call review grid (therefore also included in grid report). |
||
|
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. |
||
|
9/20/2006 |
Purchase Order/Vendor Invoice |
When skipping the receipt step and creating a vendor
invoice directly from a |
||
|
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. |
||
RELEASE 1.7.100.45 9/14/06
|
||||
|
9/14/2006 |
On Line Help (F1) |
Help file update. |
||
|
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). |
||
|
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. |
||
|
9/7/2006 |
|
After using drag/drop from the Calls grid for a call that was also in the browse window, the screen was not refreshing properly and still showing the call in browse even though it had really be removed internally. Attempts to work with this call from the browse window, or after re-dragging from the browse window would result in access violation errors near address 00404xxx and/or invalid pointer operation errors. After dragging a call from the browse window, the Call Info panel at the bottom of the screen now shows the call information (instead of being blank), and shortcut keys function properly (F9 - Open Job, etc.) Made another internal change that will reduce the likelihood of access violation or invalid pointer operation errors. |
||
|
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. |
||
|
8/31/2006 |
SWAPI |
PricebookItemQuery and PricebookTaskQuery were failing when run against an SQL Server backend. This has been corrected. |
||
|
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. |
||
|
8/29/2006 |
Dept Map |
The department conversion process was missing some fields - employee default department and timecard entries. |
||
|
8/29/2006 |
GL Map |
The account conversion process was missing the G/L account fields on payroll deduction & expense setup. |
||
|
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. |
||
RELEASE 1.7.100.44 8/23/06
|
||||
|
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.) |
||
|
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. |
||
RELEASE 1.7.100.43 8/17/06
|
||||
|
8/17/2006 |
General |
Email notifications to SuccessWare Support were failing since version 1.7.100.42. |
||
|
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. |
||
|
8/17/2006 |
|
Cleaned up popup menus when Mappoint is not installed. There was a menu option, "Map", that could be selected but did nothing. |
||
RELEASE 1.7.100.42 8/16/06
|
||||
|
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. |
||
|
8/16/2006 |
SWAPI Messaging |
The api was not responding to messaging properly. It was responding with the error "version could not be identified". |
||
|
8/14/2006 |
Online Help (F1) |
Help file update. |
||
|
8/13/2006 |
|
Two new mapping features have been added: Map
Current Positions and |
||
RELEASE 1.7.100.41 8/03/06
|
||||
|
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. |
||
|
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. |
||
|
8/1/2006 |
Material Returns |
When creating a new material return from the |
||
|
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. |
||
|
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. |
||
|
7/28/2006 |
Invoice Item Retainage |
When billing retainage in payables, the Retained Balance was showing an incorrect amount. This has been corrected. |
||
|
7/27/2006 |
Service Location List Report: |
Corrected a bug that caused blank lines to be inserted when printing to a text file. |
||
RELEASE 1.7.100.40 7/27/06
|
||||
|
7/26/2006 |
Wage Source Report: |
Corrected a problem that caused the total hours for each employee to be calculated incorrectly. |
||
|
7/25/2006 |
Job Scorecard Report |
Sometimes the amount shown for Average Ticket was not correct. |
||
|
7/25/2006 |
Call Calendar Filters |
Subcontractor employees now show up for selection (like they have been in the call center filters). |
||
|
7/24/2006 |
Job Summary Analysis Report |
Modified terminology for some labels to read "jobs" instead of "calls" to avoid confusion. |
||
|
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. |
||
|
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. |
||
|
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. |
||
|
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. |
||
RELEASE 1.7.100.39 7/20/06
|
||||
|
7/19/2006 |
Job Lookup |
Corrected the labels and formatting for the displayed invoice information. |
||
|
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. |
||
|
7/18/2006 |
New Happy Check Report |
Created a new Job Happy Check Report in the Job/Call Reports for managing Happy Checks. The Happy Check options have been removed from the Calls Report and transferred to the new report. Including Happy Check options in the Calls Report had caused difficulties since the same happy check information would show multiple times when jobs had multiple calls - i.e. spanned multiple days. |
||
|
7/17/2006 |
Equipment Comparison Report |
Now shows filter selections at the top of the first page of the report. |
||
|
7/17/2006 |
Equipment List, Equipment Comparison Reports |
These reports were sometimes showing customers/equipment incorrectly when using the Serviced / Not Serviced option. |
||
|
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. |
||
|
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'. |
||
RELEASE
1.7.100.38 7/13/06
|
||||
|
7/13/2006 |
Payroll Setup |
Fixed typo on NTC's & Premiums tab. |
||
|
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. |
||
|
7/13/2006 |
Technician Productivity Report |
Now displays the date range (employee timecard date) used in the Timecard Summary section of the report. |
||
|
7/11/2006 |
|
Since a subject line was added to the outgoing email paging messages (1.7.100.27), 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. |
||
|
7/11/2006 |
SWAPI |
The BeginSession command was allowing a Session to be started when the Agent had been disabled for a specific SW21 company. |
||
|
7/10/2006 |
|
Email Paging now allows the user to manually assign
the Subject line for an Email Page created from the |
||
|
7/7/2006 |
SWAPI |
The JobSummaryQuery/Update command now includes the Replacement Opportunity inofrmation for a Job. |
||
|
7/6/2006 |
Job Summary Analysis Report |
Replacement Opportunities was showing as a negative number. |
||
|
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". |
||
RELEASE
1.7.100.37 7/6/06
|
||||
|
7/5/2006 |
SWAPI |
Added visit notes to the visit information (<dsVisit>) returned for a location (LocationQuery, AssignmentQuery, AssignmentListQuery, etc). |
||
|
7/5/2006 |
Job Summary - Happy Check |
Notes are now unlimited (used to be limited to 255 characters). Added happy check date field. "By" field is now a username rather than an employee code. When "Did Happy Check" is checked, "date" and "by" will be automatically prefilled. |
||
|
7/5/2006 |
SWAPI |
New commands available: JobHappyCheckQuery, JobHappyCheckUpdate, JobProgressListQuery |
||
|
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. |
||
|
7/5/2006 |
Pricebook Import |
The original PSI Pricebook has been retired and is no longer available for import. |
||
|
7/5/2006 |
Invoice Item Detail Report |
Modified to exclude sales quote detail. It was not intended to include them. |
||
|
6/30/2006 |
Timecard, Call Progress |
Added "Remote Control" checkbox to control timecard remote control by third party applications (Vettro) through the SW API. This checkbox on the timecard form is only available if the api is activated. This will prevent inadvertant changes to the employee's timecard in SW21 while the timecard is under remote control. Also, when not in remote control, changes to the timecard are not allowed remotely. |
||
|
6/30/2006 |
SWAPI |
Implemented RemoteTC flag so third party applications can place a lock on an employee's timecard for today's date. TCPunch will fail if RemoteTC is not set. |
||
|
6/28/2006 |
Sales Analysis Report |
Some of the numbers could get cut off when numbers got very large, over one million or so. |
||
|
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. |
||
RELEASE
1.7.100.36 6/20/06
|
||||
|
6/20/2006 |
On-line Help (F1) |
Help file update. |
||
|
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. |
||
|
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. |
||
|
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. |
||
|
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'. |
||
|
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. |
||
|
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". |
||
|
6/13/2006 |
User Manager |
The View sub-menu option incorrectly read "Active only". Changed it to read "Users". |
||
|
6/9/2006 |
Equipment, Billing Account Details |
Show field labels in grey text, consistent with other editing forms. |
||
|
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). |
||
|
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 |
||
BETA RELEASE 1.7.100.35 6/8/06
|
||||
|
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. |
||
|
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. |
||
|
6/7/2006 |
Permit Form |
Adjusted tab order. |
||
|
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 |
||
BETA RELEASE 1.7.100.34
6/6/06
|
||||
|
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. |
||
|
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. |
||
|
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. |
||
|
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". |
||
|
6/5/2006 |
Task Detail Form |
Modified to record DateAdded as a date value only (no time of day). |
||
|
6/5/2006 |
Pricebook Import |
Set AddedBy/AddedDate to current user/date for items and tasks instead of using imported value. |
||
|
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. |
||
|
6/1/2006 |
Pricebook |
Modification of the alignment of certain elements in the Standard 2 format printed book. |
||
BETA RELEASE 1.7.100.33
5/31/06
|
||||
|
5/31/2006 |
General |
(MSDE / SWL Server only) Since version 1.7.100.31, certain operations, including Copy Quote to A/R Invoice, would fail with the error 'Key violation. Cannot update a timestamp column.'. |
||
|
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. |
||
BETA RELEASE 1.7.100.32
5/26/06
|
||||
|
5/26/2006 |
Permit Tracking |
New module. Click here for more information. |
||
|
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...'. |
||
|
5/26/2006 |
Call Taking |
(SQL Server/MSDE) Since version 1.7.100.31, 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'. |
||
|
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. |
||
BETA RELEASE 1.7.100.31
5/24/06
|
||||
|
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. |
||
|
5/23/2006 |
On-line Help |
Help file update. |
||
|
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. |
||
|
5/23/2006 |
Pricebook |
When stretching the form, the Cancel Search button was not staying aligned properly. |
||
|
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. |
||
|
5/22/2006 |
Check Queue - Report |
Added totals for amount to pay and discount taken to the grid report. |
||
BETA RELEASE 1.7.100.30
5/15/06
|
||||
|
5/12/2006 |
Job Summary Analysis |
Corrected error "The sum or average aggregate operation cannot take a bit data type as an argument" |
||
|
5/11/2006 |
Sales Lead Tracking Report |
The report was not handling the wildcard character (%) in report filters properly. |
||
BETA RELEASE 1.7.100.29
5/10/06
|
||||
|
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. |
||
|
5/9/2006 |
GLMap |
The initial default mapping of accounts with identical descriptions will now also verify that the account types match. |
||
|
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. |
||
|
5/8/2006 |
Printed Renewal Notice |
Increase the amount of room available for the Credit Card Acct# in the payment section of the notice. |
||
|
5/8/2006 |
Printed Renewal Notice |
Increase the amount of room available for the Credit Card Acct# in the payment section of the notice. |
||
|
5/8/2006 |
Equipment (F6) |
Added JobNo and JobType to the Equipment History review. |
||
|
5/8/2006 |
Call Taking |
If the |
||
|
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. |
||
|
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. |
||
|
5/5/2006 |
|
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. |
||
|
5/4/2006 |
Payroll Setup |
Import filters for disbursements were not being saved properly. |
||
|
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. |
||
|
5/4/2006 |
Project Management - |
When attempting to delete an unscheduled invoice form the |
||
|
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. |
||
|
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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BETA RELEASE 1.7.100.28
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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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 1.7.100.27, 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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4/12/2006 |
Job Summary, Job Summary Analysis Report, Scorecard Reports |
Added ability to track Replacement Opportunities, Replacements Sold, Replacement Opportunity Closing Rations, 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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4/10/2006 |
SW API |
Modified the message returned when password is invalid for a user session. |
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BETA RELEASE 1.7.100.27 4/5/06
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4/5/2006 |
SWAPI |
The API now returns customer search and billing account search results in the order of the field being searched. |
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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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3/15/2006 |
Agent Manager (Utilities) |
It was possible to get an error 'Record not found or changed by another user' when attempting to disconnect third party agent connections or sessions. |
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BETA RELEASE 1.7.100.26
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 1.7.100.25, 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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BETA RELEASE 1.7.100.25
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 1.7.100.22, 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 1.7.100.24, it was possible to receive a 'component name' error. |
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BETA RELEASE 1.7.100.24
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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BETA RELEASE 1.7.100.23
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 |
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 1.7.100.22
2/10/06
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2/22/2006 |
Initial beta release |
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