|
DATE
|
MODULE / FORM
|
DESCRIPTION
|
RELEASE 1.7.200.40 8/3/07
|
RELEASE 1.7.200.39 8/2/07
|
|
8/2/2007
|
General
|
Since 1.7.200.38 attempting to sort by certain columns in certain grids might result in 'Access
Violation at address 005549A2'.
|
RELEASE 1.7.200.38 8/2/07
|
|
7/30/2007
|
Phone Call Report, Technician Productivity Report
|
There were buttons on these report interface forms with a
question mark icon used to get additional information about the reports. These buttons were not functioning and are
obsolete anyway since on-line help (F1) includes specific information for
these reports. Removed the buttons.
|
|
7/25/2007
|
Vendor Invoice
|
When typing a job number into the Job No field and
tabbing, the software would get into an endless loop continuously prompting
to verify the job, whether to change all items, and whether to accept all the
changes.
When all items and splits were updated because of a job
number change to the invoice, sometimes all splits were not getting updated.
|
RELEASE 1.7.200.37 7/24/07
|
|
7/24/2007
|
SWAPI - MapPoint Directions
|
The fix in 1.7.200.34 for directions to or from locations in
Canada was not working for the Yukon Territory.
|
|
7/20/2007
|
Sales Quotes
|
Since version 1.7.200.34, the signature lines on printed
sales quotes were printing on top of the box for payment method information.
|
|
7/18/2007
|
A/R Invoice
|
When editing or inserting a line item on a cost plus
invoice and selecting Undo, if 'No' was selected for the prompt to 'Cancel
all item and detail changes?', the item edits were being canceled anyway.
|
|
7/18/2007
|
Pricebook
|
Modified to notify external applications (via SWAPI) when
changes to item categories and groups occur.
|
RELEASE 1.7.200.36 7/17/07
|
|
7/16/2007
|
Agreement Deferral Analysis and Reserve Analysis Reports
|
When using the "Exclude terminated
agreements..." option, these reports were incorrectly excluding
agreements terminated prior to the transaction end date that had other
transactions after the transaction end date.
These agreements now show up since they have a deferred balance as of
the transaction end date.
|
RELEASE 1.7.200.35 7/13/07
|
|
7/12/2007
|
SWAPI
|
Improved the error messages returned when requests for
directions fail due to MapPoint not being installed or properly configured to
work with SWAPI vs. when a failure is due to a bad location address or
latitude/longitude.
Reclassify certain error conditions as recognized failures
instead of unexpected failures.
|
RELEASE 1.7.200.34 7/10/07
|
|
7/10/2007
|
SWAPI
|
Requests for point to point directions between Canadian
addresses were sometimes resulting in directions to/from U.S. addresses.
|
|
7/6/2007
|
Printed A/R Invoice
|
Signatures captured on remote handheld device
(SWRemote) now will show on invoices printed from SW21.
|
|
7/3/2007
|
SWAPI
|
On an invoice with a line item for a new agreement,
updating the line item / agreement was not correcting the agreement in
SuccessWare21. This has been changed
to apply the modifications, as long as the agreement has not been edited
already in SuccessWare21. If the
agreement has already been filled out in SuccessWare21, the attempted change
will be rejected. In this case, if the
remote application needs to "fix" the previously submitted
agreement, the line item can be deleted from the invoice and a new line
item/agreement can be submitted.
|
|
7/3/2007
|
Merge/delete locations, billing accounts, and
vendors
|
Added logging of an event when an account is merged
or deleted.
|
|
7/2/2007
|
Utilities - Reset G/L Active Date
|
Added posting of an event log entry when the Reset
G/L Active Date utility is used to delete G/L transaction detail.
|
RELEASE 1.7.200.33 6/29/07
|
|
6/29/2007
|
SWAPI
|
ARInvoiceUpdate was clearing the Add On flag on A/R
Invoice line items sent in from the remote application/device.
|
|
6/28/2007
|
Service Location List
|
Added map code and subdivision to the printed
output.
Added filter, sort, and group by map code.
|
|
6/28/2007
|
Work Order Summary Report
|
Added location zone, map code, and subdivision to
the printed report.
|
|
6/28/2007
|
Calls Report, Assignments Report, Printed Work Order
|
Added location subdivision to the printed reports.
|
RELEASE 1.7.200.32 6/27/07
|
|
6/27/2007
|
DB Maintenance
|
Fixed a bug in the Disk Space Monitor, which was
sometimes reporting free disk space data for the wrong drive.
|
|
6/26/2007
|
Employee Setup
|
Modified inaccurate message with attempting to close
the form while in edit mode. Changed
'must post or undo' to 'must save or undo'.
|
|
6/22/2007
|
Sales Invoices Report, Sales Invoice Items Report
|
Added some additional location and billing account information
- city, state, zip, customer first name, etc.
Added the ability to export to a TAB delimited text
file.
|
|
6/22/2007
|
A/R Invoice, Company Setup
|
A new option has been added to company setup which
will allow you to select a default value for the print dialog - Print Later,
Print Now, Don't Print - that displays when posting A/R Invoices. When posting an invoice (non-counter sale),
the value pre-selected in company setup will be automatically selected. The default value for counter sale invoices
is still Print Now.
|
|
6/22/2007
|
Lock Manager
|
In several places in the software, when attempting
to open a locked record, the message was not reporting which user had a lock
in place.
|
|
6/22/2007
|
Vendor Invoice
|
Made sure the proper field is focused (Invoice Date)
after successfully entering/selecting a PO No for a new vendor invoice.
|
RELEASE 1.7.200.31 6/20/07
|
|
6/19/2007
|
Billing Account Details
|
The Open submenu on the form's right-click popup
menu had a blank (missing) option.
Fixed this to open customer opportunities.
|
|
6/19/2007
|
User Group Form
|
Modified the wording of the Post
Adjustments/Allocate ability for receivables.
|
|
6/18/2007
|
G/L Budget
|
When resizing the form the position of the Load
Budget button was not adjusting appropriately.
|
|
6/15/2007
|
Vendor Invoice
|
When focused outside the item grid and using the
insert key to insert a new line item, an unnecessary, unintended 'Incomplete line
item. Please finish editing...' message was being displayed.
|
RELEASE 1.7.200.30 6/13/07
|
|
6/13/2007
|
SWAPI
|
Corrected an occasional problem where JobPunch could
fail with the error 'Entry not found' (referring to the timecard entry). The error would sometimes occur when the
call had other technician assignments.
|
RELEASE 1.7.200.29 6/11/07
|
|
6/11/2007
|
Phone Call Report
|
The Job Type column was not showing any information.
Sort/group by Job Type would fail with the error 'Field
"JobType" not found'.
|
|
6/11/2007
|
Service Location List Report
|
Added filter, sort, and group by Tax Code.
|
RELEASE 1.7.200.28 6/8/07
|
|
6/8/2007
|
User Group Form
|
Since 1.7.200.22, the initial group automatically selected
by the system did not necessarily match the group focused in the database
causing possible edits to the wrong user group. Once a group was selected by the user
through the dropdown, everything was back in sync.
|
RELEASE 1.7.200.27 6/7/07
|
|
6/7/2007
|
SWAPI
|
Since 1.7.200.23, AssignmentListQuery could fail
with the error 'Incorrect syntax for command [Element content is invalid
according to the DTD/Schema'.
|
RELEASE 1.7.200.26 6/6/07
|
|
6/6/2007
|
SWAPI
|
Since 1.7.200.23, some update commands would fail
with the error 'Field not found'.
|
|
6/5/2007
|
Work Orders Report
|
The Work Orders Report, Summary option, was showing
the incorrect date in the report heading for Thru Date (it was showing the
From Date instead).
|
RELEASE 1.7.200.25 6/4/07
|
|
6/4/2007
|
Online Help
|
Help file update.
|
|
6/4/2007
|
Agreement Manager
|
Added the batch agreement termination option to the
popup menu for the Renewals view if (the user has the appropriate user ability).
|
|
6/4/2007
|
Invoice Tracking
|
If similar employee codes existed, such as JACK and
JACKM, it was not possible to deploy invoices to JACK (the shorter of the two
employee codes). When you would click OK,
the form would continually pop up the reference book for seelction between
JACK and JACKM.
|
RELEASE 1.7.200.24 5/31/07
|
|
5/31/2007
|
SWAPI
|
Added a check for BeginSession to confirm that a User
is a valid Employee when the remote call to BeginSession includes
RemoteTC=True.
|
|
5/31/2007
|
Open Receivables, A/R Aging, Open Payables, A/P
Aging
|
Cosmetic changes to report layout and column title
visibility.
|
|
5/29/2007
|
A/P Aging, Open Payables, A/P Invoice List
|
Added a column to the reports for the job number
associated with the vendor invoice.
|
|
5/29/2007
|
Counter Sales
|
The Job Tag manager would pop up unnecessarily when
posting a counter sale invoice with no part detail (misc items or tasks with
no part detail).
|
|
5/29/2007
|
Job Tag Manager
|
Correction to prevent an occasional error 'Access
violation at 008Exxxx'.
|
|
5/29/2007
|
A/R Invoice
|
On a counter sale or agreement invoice, the
"new invoice" menu could be brought up which had a "New
Project Invoice" option that would not function. The speed button that brings up the menu is
now disabled since it cannot function for these types of invoices.
|
|
5/29/2007
|
Job Form, Job Summary
|
If the callback job number was typed in manually
instead of using the dropdown menu, the original job information would not
show up in the Callbacks Report.
|
|
5/29/2007
|
Billing Account History
|
When in the Statement View, F9 (Open Job) and F10
(Open Invoice) were not opening the correct job/invoice.
Added an Open option on the popup menu for the
Statement View.
|
|
5/25/2007
|
Call Taking
|
When creating a new carbon copy billing account in Call
Taking, the email address and service contact information was not being
copied from the location.
|
RELEASE 1.7.200.23 5/24/07
|
|
5/24/2007
|
Income Statement Reports
|
Sometimes when a totals line printed at the bottom of
a page, the shading would print at the top of the following page instead of
highlighting the totals.
|
|
5/24/2007
|
Job, Job Summary, Call Taking
|
Since 1.7.200.19, when the location had more than 10
jobs in history, the menu for jobs to select for the callback job number was
showing the oldest 10 jobs rather than the most recent 10.
|
|
5/24/2007
|
Job Summary
|
When modifying the callback job number and then
Undoing updates, the error 'qryJob: Dataset not in edit or insert mode' was
sometimes occurring.
|
|
5/23/2007
|
SWAPI
|
On occasion, a 'Field/value count mismatch for
lookup' error could occur when updating a location (LocationInfoUpdate).
On occasion, a LocationQuery command might fail with
the error 'Subquery returned more than 1 value...'.
|
RELEASE 1.7.200.22 5/21/07
|
|
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.
|
|
5/14/2007
|
Jobs Taken Booked Report
|
Secondary sorts were not working correctly when
first sorting by Progress.
|
|
5/14/2007
|
SWAPI
|
When creating a new job through SWAPI, the customer PO number was not being put on the invoice for the job.
|
|
5/14/2007
|
A/R Invoice
|
When creating a new invoice, the customer PO number is now copied from the current invoice.
|
|
5/11/2007
|
User Manager
|
Added the ability to go directly from the User
Manager to User Group setup. It no longer
is necessary to open a user first in order to get to User Group setup.
|
RELEASE 1.7.200.21 5/10/07
|
|
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.
|
|
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.
|
BETA RELEASE 1.7.200.20 4/24/07
|
|
4/24/2007
|
Location Details, Call Taking
|
Entry into the Subdivision field now must match an
active entry in the reference book.
|
|
4/23/2007
|
Location Details
|
(MSDE/SQL Server) Since 1.7.200.19, adding a new
location might have failed with the error 'Cannot insert the value NULL into
column 'HasRenewal' ...'.
|
|
4/18/2007
|
On-line Help
|
Help file update.
|
|
4/18/2007
|
Assignments Report
|
The new Subdivision filter was not working properly.
|
|
4/17/2007
|
SWAPI, SWHttpServer Admin
|
Modified Test process. Was not working for SSL.
|
BETA RELEASE 1.7.200.19 4/16/07
|
|
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.
|
|
4/11/2007
|
Vendor Invoice
|
Added a "new" action/button that can be
used to add back-to-back invoices without having to close the form.
|
|
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.
|
|
4/9/2007
|
Job Scorecard and Invoice Scorecard Reports
|
Added a line for "Total add on sales".
|
|
4/9/2007
|
Location List Report
|
Added Preferred Tech to the filter, sort, and group
options in the Location List Report.
|
|
4/9/2007
|
Sales Call Sheet
|
Added Location Type to the report.
|
|
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.
|
|
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.
|
|
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.
|
|
4/4/2007
|
Job Form, Job Manager Form, Dispatch Control Form:
|
Added ability to open Vendor Invoices and Receipts
for a selected job, or create a new vendor invoice for the selected job.
|
|
4/3/2007
|
Pricebook, Tasks, Counter Sale Invoices, Item Lookup
|
You can now specify task categories to allow on
counter sale invoices by unchecking the 'exclude from counter sale' check box
on task category detail form. This
will allow you to add any of the tasks in that category to counter sale
invoices.
|
|
4/3/2007
|
Location List, Equipment List, Job/Call Reports, Sales
Lead Tracking, and A/R Invoice Sales Reports
|
Added new location Subdivision field as a filter,
sort, and group to several reports.
|
|
4/3/2007
|
Location Details, Call Taking
|
Added a Subdivision field to the Location Details
form (and rearranged to fit).
Added Subdivision and LotID to Call Taking. Changes to these fields update the
location.
Added location subdivision to fields available for
paging.
Added the ability to search (Customer Search) by
location subdivision.
|
|
4/3/2007
|
AP Open Payables Report:
|
Added Job No as a filter.
|
|
4/3/2007
|
AP Invoice List Report:
|
Added Job No as a filter.
Added Job no as an option for Grouping and Sorting.
|
|
4/2/2007
|
Vendor Invoice
|
The vendor invoice (and receipt) now has a Job Number
field on the header portion of the screen.
This field functions the same way Job Number functions on the purchase
order. If a job number is entered, the
job number for all line items must
match the header job number. If the
receipt/vendor invoice was created from a purchase order, the field will show
the job number from the PO and will be
disabled
|
|
3/30/2007
|
Comm
Center Paging:
|
Added Billing Customer Rating to available fields to
include in a job page.
|
|
3/29/2007
|
AR Invoice
|
When applying payments, it was possible to
accidentally create a bogus Project.
This has been corrected.
|
|
3/29/2007
|
Jobs Taken/Booked Report:
|
Added Progress to Group By options.
|
BETA RELEASE 1.7.200.18 3/28/07
|
|
3/27/2007
|
A/R Invoice
|
When Invoice Tracking was activated, job invoices
could not be posted for jobs that had had Job No changed from the system
defaulted value. The system was
incorrectly reporting a mismatch between the job's primary technician and the
deployed invoice.
|
BETA RELEASE 1.7.200.17 3/27/07
|
|
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.
|
|
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).
|
|
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.
|
|
3/13/2007
|
Income Statement Report
|
An error would occur when selecting the new option
total 'by department' for reports generated for 'specific date range'. This has been corrected.
|
|
3/13/2007
|
G/L Transaction Review
|
The Open Allocations option in the G/L Transaction
Review form was not working for A/P invoice transactions.
|
|
3/12/2007
|
Company Setup
|
Fixed the field tab order on the Invoices tab.
|
BETA RELEASE 1.7.200.16 3/9/07
|
|
3/9/2007
|
Internet Activation
|
Internet software activation would fail when the
company name had a '&' character in it.
|
|
3/7/2007
|
Vendor History
|
Some operations in Vendor History or in forms opened
from Vendor History (Allocations, Payment, etc.) might have resulted in a
'Grid index out of range' error.
|
|
3/6/2007
|
Vendor Invoice
|
Since 1.7.100.41, invoice posting would fail when
billing vendor retainage.
|
BETA RELEASE 1.7.200.15 3/2/07
|
|
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".
|
|
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.
|
|
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).
|
|
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.
|
|
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.'.
|
|
2/27/2007
|
Employee Manager, User Form
|
Added the ability to create new SuccessWare21 users
for your employees recorded in the employee manager. This feature, accessed via a right click in
the Employee Manager, will open the user form for a user with a username and
full name defaulting to the employee code and employee name. You will need only to assign a password and
a user group.
|
|
2/26/2007
|
Pricebook
|
The pricebook was incorrectly reporting sale type /
expense type errors for overhead items.
|
|
2/26/2007
|
Print Checks
|
New check format, Format E, compatible with new
Canadian Payments Association requirements effective July 1, 2007.
|
|
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.
|
|
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.
|
|
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.
|
BETA RELEASE 1.7.200.14 2/20/07
|
|
2/20/2007
|
Payables Manager
|
The Posted view was not displaying messages when the
view could not be opened because of insufficient search criteria.
Some filter values - vendor no, vendor name, etc. - were
carrying over between into the Unposted view and being applied to the results
displayed in the grid, but the filter values were not being displayed in the
controls above the grid resulting in misleading results. The filter values will no longer spill over
into the Unposted view from the other views.
|
|
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.
|
|
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.
|
|
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.
|
|
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.
|
|
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.
|
|
2/16/2007
|
A/R Invoice Detail
|
When importing part detail from tags, or accessing the
job tag manager to reconcile with inventory, a message will be displayed
warning you of any 'unposted' requisition or returns. This is important because part from
'unposted' requisitions or returns will not show up in the part import list,
or in tags to be reconciled in the job tag manager.
|
|
2/16/2007
|
Job Tag Manager
|
When selecting 'Post Inventory Transactions', a
check is made to see if any 'unposted' inventory requisitions or returns
exist. If they do, you will not be
allowed to post the transactions here.
The 'unposted' requisitions and returns may contain parts that should
be showing up here, but are not because the requisition or return is not
posted. Posting additional
requisitions or returns here could create duplicate transactions.
|
|
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".
|
|
2/15/2007
|
Job Scorecard, Invoice Scorecard, Technician
Productivity, Agreement Anniversary, Sales Analysis Reports
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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
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Agreement
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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
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SWAPI, SWHttpServer
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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
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A/P Item Distribution Report
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Fixed filter description on the title page to
properly indicate date range criteria.
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2/14/2007
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A/R Invoice
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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
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Warehouse Adjustment Form
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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
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Standard Cost Adjustment Table
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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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BETA RELEASE 1.7.200.13 2/8/07
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2/8/2007
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Sales Invoice Items Report
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Items with a negative pay base (reduction) were not
being included on the pay base report.
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2/7/2007
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Receivables Manager
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The manager would on occasion show OOB (out of balance)
accounts that were not really OOB.
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2/7/2007
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Job Happy Check Report:
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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
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General
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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
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Inventory
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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
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Pricebook Item List Report
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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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2/2/2007
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Pricebook Printing
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Added option to include barcodes for task numbers to
all pricebook formats.
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2/2/2007
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Agreement Form
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When editing an agreement that was created from a field
service application (e.g. SWremote) through SWAPI, the agreement form now
prompts you to complete the agreement and ensures that the final agreement
entry match what was entered in the field as far as years, total amount and
collected amount.
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2/1/2007
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Job Summary Analysis Report
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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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1/31/2007
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User Groups
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Added a link to automatically create user groups for
SWremote.
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BETA RELEASE 1.7.200.12 1/31/07
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1/31/2007
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Purchase Orders / Receipts
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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
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Receiving Ticket
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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
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A/P Item Distribution Report
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Line items would no longer appear in the report if
the pricebook item was deleted.
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1/30/2007
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A/R Invoice
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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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BETA RELEASE 1.7.200.11 1/24/07
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1/24/2007
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E-mail Paging
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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
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SWAPI HTTP Server Administrator
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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
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Report Gallery
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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
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Agreement Profitability Report
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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
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Call Taking
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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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BETA RELEASE 1.7.200.10 1/19/07
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1/19/2007
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A/R and A/P Adjustments
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Attempting to reverse A/R and A/P adjustments would
fail with the error 'Operation not applicable'.
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1/18/2007
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A/R Invoice
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Additional invoices could no longer be added. Clicking on the "New Invoice"
button would result in the error 'Cannot focus a disabled or invisible
window".
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1/17/2007
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Purchasing Manager
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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
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Part Item Detail
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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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1/16/2007
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Call Progress
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Made a modification to the defaulting of AM/PM when
neither AM or PM is specified. The system
will no longer attempt to adjust to PM for dispatched time when sensing that
the the AM deefaulted dispatched time entry would be less than the notified
time. Onsite or completed times will
still be adjusted to PM if a defaulted AM time would be earlier than the
previous time (dipatched or onsite).
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1/12/2007
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Sales Analysis Report
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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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BETA RELEASE 1.7.200.9 1/10/07
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1/10/2007
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Sales Analysis Report
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Since version 1.7.200.7, totals were missing from
the report.
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1/9/2007
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Account Register
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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
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Equipment List Report
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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
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Job Summary Analysis Report
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Since 1.7.200.7, 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
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Journal Entries Report
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Added report totals for debits and credits.
Increased the width of the Reference field.
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BETA RELEASE 1.7.200.8 1/5/07
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1/3/2007
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Call Progress
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Enhanced the feature to fill in the AM/PM value of the
time recorded for Dispatched, Onsite, and Completed when AM/PM is not
specified by the user. If AM or PM is
omitted during data entry and the system determines AM using its normal
procedures, but the time would be prior to the previous call progress time,
it will be switched to PM.
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1/3/2007
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Income Statement Report
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Added option to show Department Totals or Company
Totals on the Multi-Department version of the report. Previously, the totals column was always
Company Totals.
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BETA
RELEASE 1.7.200.7 1/2/07
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12/20/2006
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Initial beta testing release
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