Note: Make sure to assign to proper terms codes to your
vendors depending upon whether the vendor calculates your available discount
before or after tax.
|
DATE
|
MODULE / FORM
|
DESCRIPTION
|
RELEASE 1.7.300.79 5/22/08
|
RELEASE 1.7.300.78 5/20/08
|
|
5/20/2008
|
Main Menu
|
Since 1.7.300.77, the buttons on the main menu form (after
selecting the "21 main menu button") were not functioning. Buttons on the main tool bar were working
OK, however.
|
RELEASE 1.7.300.77 5/15/08
|
|
5/14/2008
|
SWAPI
|
When using the PageSize/PageNo option on
PricebookItemQuery and SWAPI is set up for SQL Server authentication, the
command would fail with "Login failed for user 'xxxxxx' (cdm11)".
|
|
5/13/2008
|
Payroll Period Summary Report:
|
The Period header only prints on the first page, instead
of duplicating data on every page which also was splitting up employee
information when an employee continued on the next page.
|
|
5/12/2008
|
Equipment Comparison and List Reports:
|
Added Filter Count and Filter Size. Only shows when the equipment being listed
has these fields filled in.
|
|
5/9/2008
|
Calls Report and Jobs Taken/Booked Report:
|
Added Location ID to the report output. Also saves in the print-to-file output.
|
|
5/8/2008
|
Agreement Billings
Due, Due For Renewal, and Pending Renewals Reports
|
Added counts to the group and final totals.
|
|
5/8/2008
|
Management Comparison Report
|
When showing a line item option breakdown, the values for
the detail breakdown under the Period 2 column for Gross Sales in the Sales
Lead Section were always showing zero.
|
|
5/8/2008
|
Call
Center
|
Users can now add location subdivision to call
captions. Click on the Preferences
button to bring up a menu. Under Captions,
select Subdivision to add or remove it from the caption.
|
RELEASE 1.7.300.76 5/6/08
|
|
5/5/2008
|
Invoice Manager
|
When flagging pre-GL Invoices as Posted, the date prior to
activation was being used for the invoice dates. This has been modified to use the Job End
date if job progress had been processed giving a more accurate historical
picture.
|
RELEASE 1.7.300.75 4/24/08
|
|
4/22/2008
|
Payroll, Export to QuickBooks
|
The extended export to QB was omitting some of the pay
items that are not included in the period being exported.
If there was an active employee that had never been put
into a payroll period, an extended export to QB would fail with "the datatypes
varchar and text are incompatible in the equal to operator".
|
|
4/21/2008
|
SWAPI
|
On some occasions, a command might have failed with
"XML Parse Error: The system cannot locate the resource
specified." This may have
occurred in the EquipmentTypeQuery and EmployeeQuery commands.
|
|
4/18/2008
|
Call
Center
|
In the Daily Call (horizontal) view, moving the vertical
splitter too far to the left would result in 'Range check error'.
|
|
4/18/2008
|
Project Quote
|
When adding items to a Quoted Estimate using Cost Plus,
you would sometimes see an error message "Phase reference is
required." even though a phase had been selected.
|
|
4/18/2008
|
Call
Center
|
Users with Dual Monitors may have noticed some odd positioning
of the calendar in the Call
Center (showing half
off the screen).
|
RELEASE 1.7.300.74 4/16/08
|
|
4/14/2008
|
SWAPI
|
Added improved validation for the age of equipment
modified by Third-Party applications.
|
RELEASE 1.7.300.73 4/10/08
|
|
4/9/2008
|
A/R Invoice
|
Printing of an A/R Invoice would fail with 'Invalid Data:
Not a signature', if the invoice information was copied from a quote and the
quote had been submitted with signature data from a remote third party
application.
|
|
4/9/2008
|
Pricebook
|
Recalculating prices on a task category was not indicating
to third-party applications that the tasks had been updated. This has been
corrected.
|
RELEASE 1.7.300.72 4/4/08
|
|
4/3/2008
|
Account Register
|
Since 1.7.300.64, posting an adjustment from account
register reconciliation while filtered for item types other than adjustments
would fail with the error 'Adjustment posting canceled'.
|
|
4/3/2008
|
SWAPI
|
Added <SW21Version> field to the Connect command
result.
|
RELEASE 1.7.300.71 3/31/08
|
|
3/28/2008
|
SWAPI - TCPunch
|
Added validation to prevent timecard punches to
job-related timecard statuses (Dispatched, Onsite, etc.). Doing so would result in timecard entries that
could not be modified. Job-related
entries must be made via JobPunch.
|
|
3/27/2008
|
Call
Center
|
Made a change that improves the speed of refreshing data
in the Call Manager grid.
|
|
3/27/2008
|
SWAPI - Pricebook Task Items
|
Added PricebookTask.IsDiagItem field.
Updated task form to update task item as changed when
price levels are modified manually.
Previously, manual modification would not cause an update message to
be sent out through swapi to remote applications. Now, manual update to price levels will
cause the update to occur.
|
|
3/27/2008
|
SWAPI - AR Invoice updates
|
When deleting an agreement line item from an invoice and
the agreement has had additional information entered in SuccessWare21 after
submission from the field, SWAPI does not delete the agreement when the line
item is removed from the invoice.
However, it was deleting the agreement memo and agreement equipment
list. It was also failing to clear the
InvoiceID from the detached agreement.
These issues have been corrected.
SWAPI would fail with the error 'Row cannot be located for
updating', when deleting an agreement line item from an invoice where the
agreement had not been modified in SuccessWare21 and it was attempting to
delete the attached agreement.
|
RELEASE 1.7.300.70 3/25/08
|
RELEASE 1.7.300.69 3/24/08
|
|
3/21/2008
|
DB Maint
|
(SQL Server only) Increase the timeout period for database
shrink. The process was timing out on
very large databases.
|
RELEASE 1.7.300.68 3/17/08
|
|
3/15/2008
|
Agreement Manager
|
In order to prevent inadvertently opening large ranges of
periodic invoices and billings due, the date range parameters for these views
have been disconnected from the date range parameters of the other views so
that date ranges entered in the other views are not carried over as default
values for periodic invoices and billings due. Besides, there was no real benefit from
carrying over the values since ranges desired for billings/invoices are not
likely to be the same as ranges entered previously in other views.
|
|
3/15/2008
|
Scorecard Reports
|
Timecard NTC's were not showing up under the departments
to which they were assigned. They were
showing up under a "blank" department.
|
|
3/12/2008
|
Pricebook Import
|
(ASP only) After importing a pricebook, the utility writes
a text file report to the root data folder.
On the ASP this was failing because it was attempting to write the
file to a folder that is only for read-only access.
|
|
3/10/2008
|
Agent Manager
|
Since 1.7.300.67, the Agent Manager would not launch from
Utilities. It would pop up briefly,
then close.
|
|
3/6/2008
|
Agreement - Edit Payment Method
|
Changes to the payment method are supposed to clear the
payment reference fields. This was not
occurring if payment method was cleared.
This was allowing payment reference information to be saved even
though payment method had been cleared.
If payment method was enpty, an unnecessary 'Please select
a payment method' message would pop up before the form displayed.
The system was not always properly detecting that changes
were made in the form and would neglect to save those changes even though
Save was selected.
|
|
3/5/2008
|
Job Form
|
When listing the Vendor Invoices (or Receipts) related to
a specific jobs, invoices that had been canceled were still being listed as
open and active. This has been
corrected.
|
|
3/5/2008
|
Job Scorecard / Tech Hints
|
Hours Worked would omit time (productive time) that the
employee worked on a job when the job was not yet completed (i.e. if it was
continued). This would cause time to
be completely ignored when running daily reports and there are multi-day
jobs.
|
RELEASE 1.7.300.67 3/4/08
|
|
3/4/2008
|
Vendor History
|
Since 1.7.300.66, when negating a PMT from the Vendor
History form, the reversal of the payment in the account register would
complete, but changes in accounts payable were no longer automatically
applied to the database, and the Post and Undo buttons would enable. If Undo was selected or if vendor history
was closed, and 'Cancel updates' was selected, the accounts payable changes
would be discarded causing accounts payable out of balance with general
ledger.
|
|
3/1/2008
|
Payroll Wage Source Report
|
If there were wage entries for both zero hours and zero
earned amount, it was possible for some departmental/pay item grouping
headers to be omitted from the report.
|
|
3/1/2008
|
Payroll Misc Wage Manager
|
Added a default order (order entered) so that items
inserted would consistently stay at the bottom (unless the grid is column
sorted).
After deleting a record, focus would jump ahead one extra
record, instead of staying focused on the record immediately after the one
deleted.
Since 1.7.300.66, After inserting a record, focus was
returning to the very first row in the grid instead of staying focused on the
row just inserted.
Removed SSN from the screen, which had been displaying the
underlying database encrypted value.
|
|
3/1/2008
|
Payroll Wage Summary Listing
|
Added a Summary Only option to the report in order to hide
the detail and show only group and final totals.
|
|
3/1/2008
|
Payroll Period Summary Report
|
Under certain circumstances when previewing the report
(jumping to the last page, going to previous page), the first employee on the
page may have shown the wrong employee name (but correct employee code).
|
|
2/29/2008
|
Database Maintenance
|
After backing up large databases, getting backup details
for display would fail with "invalid value for field
'backupsize'".
|
|
2/27/2008
|
Account Register - Reconciliation Report
|
Very long company names were overlapping the account
number.
|
|
2/27/2008
|
Agreement Reserve Analysis Report
|
Added an option to exclude agreements with a zero reserve
balance as of the transaction through date (only availble when the
transaction from date is empty).
The Exclude Terminated option was excluding agreements
that had transactions after the transaction through date and therefore had a
reserve balance as of that date.
The report was unnecessarily showing transactions where
all amounts were zero.
|
|
2/27/2008
|
Agreement Deferral Analysis Report
|
Added an option to exclude agreements with a zero deferred
revenue balance as of the transaction through date (only availble when the
transaction from date is empty).
Added an option to exclude agreements with a zero
maintenance billed/used balance as of the transaction through date (only
available when the transaction from date is empty).
The Exclude Terminated option was excluding agreements
that had transactions after the transaction through date and therefore had a
deferred revenue balance as of that date.
The report was unnecessarily showing transactions where
all amounts were zero.
|
|
2/26/2008
|
SWAPI
|
Timestamps for updates made by third party applications through
SWAPI (e.g. Job Taken Date/Time) were sometimes not using the correct time
zone set up in Company Setup.
|
|
2/25/2008
|
Job Tag Manager
|
On rare occasions, a warehouse name might have been incorrectly
pre-filled for one or more items on the invoice.
|
RELEASE 1.7.300.66 2/22/08
|
|
2/20/2008
|
Vendors For Item - Purchase History, A/P Item Distribution
Report
|
Line items where nothing was actually received (qty=zero) were
just adding clutter and have been removed.
|
|
2/20/2008
|
Account Register - Payment
|
If vendor payment was selected, but no vendor was selected
from the list, and it was then changed to misc payment, when posting the
payment, you would get 'a database transaction failed to complete...'. (Behind that window would have been an
'invalid lock ID message for a vendor ID'.)
After responding to the db transaction message SW21 would shut
down. The lock validation error
causing this problem will no longer occur.
|
|
2/17/2008
|
Inventory Transactions Report
|
Added an option to allow printing of transactions for
valued items only for G/L balancing purposes.
Added a column for the GL Value posted - i.e. transactions
for valued parts.
|
RELEASE 1.7.300.65 2/11/08
|
|
2/8/2008
|
Task Form
|
When deleting detail from the task, standard cost totals
are recalculated based upon the detail.
However, when the last detail for a particular item type (P, L, M) was
deleted, the totals were not being recalculated, leaving a residual value in
the totals. Now deletion of the last
item will reduce the total to zero as would normally be expected.
|
|
2/6/2008
|
Account Register
|
Post failures during the reconciliation processes could on
occasion leave the reconciliation form in a disabled state with partial
updates still pending. Errors are now
caught and the unapplied updates are rolled back and canceled.
|
|
2/4/2008
|
QuickStart - Vendor Opening Balances
|
After resetting G/L activation dates, the Current Payables
Opening Balance could have shown an incorrect amount if discounts had been
taken on credits prior to the new reset activation date.
|
RELEASE 1.7.300.64 2/1/08
|
|
1/31/2008
|
Account Register
|
Corrected an inefficiency introduced in 1.7.300.63.
|
RELEASE 1.7.300.63 1/30/08
|
|
1/29/2008
|
Account Register
|
1.7.300.55 had a fix to prevent any items from saving
(posting) when the item is uncleared and a deposit item id or statement id is
assigned. There were still certain
situations where these and other fields could occasionally be modified
incorrectly. Further changes were made
to prevent this from happening.
|
|
1/28/2008
|
G/L Budget
|
Using TAB or Down Arrow from the last displayed line on
the budget would create a new budget line with no acccount, department, or
period. If saved this way, further
attempts to save one of these "empty" rows would have resulted in
save failures.
|
|
1/28/2008
|
G/L Transactions Report
|
Added Posted By column to the report.
|
RELEASE 1.7.300.62 1/25/08
|
|
1/25/2008
|
Job Summary Analysis Report
|
Added filters for limiting the report to specifically flagged
jobs - Agreement Opportunities Only, Replacement Opportunities Only, Warranty
Calls Only, etc.
|
|
1/25/2008
|
SWAPI
|
When an Invoice is updated via a third-party application,
the description for a line item was not being updated properly. This has been corrected.
|
|
1/24/2008
|
SWAPI
|
A threading issue was corrected that could cause SWAPI on
some systems to fail on occasion with an access violation error and lock up
and fail to respond.
|
|
1/24/2008
|
Sales Tax Report
|
Sales figures in the subtotals and report totals when over
a million dollars would overlap each other.
|
|
1/24/2008
|
Purchasing Wizard
|
Added an option for printing a report from the Item List
detail grid.
|
|
1/22/2008
|
Payroll Miscellaneous Wage Manager
|
When in the Pending view and inserting a new wage into an
empty grid, if a release date was entered the post would fail with "At
end of table" error.
|
|
1/22/2008
|
A/R Invoice Manager
|
The "Flag pre-GL invoices as posted" option was
not updating the related jobs as "invoiced" which would inhibit
finalizing the jobs until after the job was edited/saved. Jobs are now updated as "invoiced"
eliminating the need for the extra edit/save of the job.
|
|
1/22/2008
|
A/R Invoice, Cash Receipts
|
On rare occasions, a payment on an A/R invoice would get
posted to the account register without a payment method / payment type
preventing reconciliation. The only
recourse was to adjust the invoice, fix the payment method, and re-post. The system will now catch these and prevent
the invoice/payment from posting in the first place.
|
RELEASE 1.7.300.61 1/17/08
|
|
1/17/2008
|
Job Tag Manager
|
Corrected a rounding problem in the calculation of the quantity
to requisition or return. Sometimes
the calculation would result in a tiny, near zero fraction that would be
represented in scientific notation something like n.nnnnnnE-15.
|
|
1/14/2008
|
Call Progress
|
Modifying times in call progress would cause a disconnect
between the updated timecard entries and labor that had been imported onto
A/R Invoices. If the 'reset labor'
option was used on the invoice, it would remove the labor detail from the
invoice without making the timecard entries available for import again.
|
|
1/14/2008
|
SWAPI
|
Third-Party Applications that update Job Summary
information can now also update Work Done notes.
|
|
1/12/2008
|
G/L Budget
|
Fixed a locking problem which would occur when using the
same username in different sessions.
If the budget was open in one session, then opened in the second, the
second attempt would appropriately fail with a lock error, but would then go
ahead and clear the first session's lock.
Added lock validation whenever saving, and at other
significant points - loading a budget, refreshing, changing filters, etc.
|
|
1/11/2008
|
Technician Productivity Report
|
Under Job Hours, the LRev Gen column on the report was
getting truncated when the amount was greater than $100,000.00.
|
RELEASE 1.7.300.60 1/8/08
|
|
1/7/2008
|
Work Order Report
|
When printing the Summary version of work orders, it is
now possible to print to a Text file.
|
|
1/7/2008
|
Inventory
|
On occasion a physical count could not be posted. Due to a rounding problem, it would stop
with the message "Adjustment does not match System/Physical quantities,
please respecify".
|
RELEASE 1.7.300.59 1/4/08
|
|
1/3/2008
|
Timecard / Modify Mode
|
Several fixes related to editing timecard entries.
-When editing a non-regOT entry in the timecard, the entry
was getting changed back to regOT.
-After editing a timecard entry, focus return to the first
timecard for the day instead of remaining on the modified entry.
-When editing a timecard entry, the regOT indicator and
the check mark for regOT on the pop-up menu were not always correctly
displayed.
-When editing a Timecard Entry, and changing RegOT, the
changes were not always being saved properly.
|
|
1/3/2008
|
Invoice Manager
|
When flagging or voiding Pre-GL invoices, Sales Quotes
were being updated inappropriately.
|
|
1/3/2008
|
Service Location Report
|
Date and JobNo in the Call Detail were sometimes being cut
off.
|
|
12/31/2007
|
SWAPI
|
Renewal agreements created via SWAPI by remote
applications would not show up in the Renewals view in the Agreement Manager
until they were modified and updated in SW21.
Now they are appropriately flagged so they will show up as soon as
they are created.
|
|
12/28/2007
|
QBLink
|
Since the initial 1.7.300 release, payroll import into
QuickBooks (Canadian version only) was failing with 3180 error when attempting
to add or update employees. The
employee SIN (SSN) was not being decrypted before attempting to update QB.
|
|
12/21/2007
|
Profit Matrix Form
|
In the Profit Matrix form, it was possible to make an
entry that would cause an uncorrectable situation where an error message
would occur and the form would allow no further data entry.
|
|
12/20/2007
|
GL Transaction Report
|
Trying to select a subaccount before selecting a primary
Account would cause an application error message box to appear. This error message has been replaced with a
more informative dialog box.
|
RELEASE 1.7.300.58 12/14/07
|
|
12/13/2007
|
Vehicle Manager
|
Since 1.7.300.55, in the Vehicle Manager / Maintenance
view, selecting Schedule Next Service was resulting in "Field
NextSchDate not found".
|
RELEASE 1.7.300.57 12/13/07
|
|
12/13/2007
|
Pricebook Import
|
Since, 1.7.300.56, importing of some books might fail with
'Field SaleType cannot be modified'.
|
RELEASE 1.7.300.56 12/11/07
|
|
12/5/2007
|
Agreement/SWAPI
|
Renewal agreements created from the field (SWRemote Mobile
Tech) via SWAPI were showing in SuccessWare21 unrelated to the original
agreement. The new agreement is now
properly being identified as a renewal, and original agreement information is
being brought forward from the original agreement.
|
|
12/3/2007
|
Printed Workorder
|
Some fields (Agreement Type) were too narrow and
truncating data.
|
|
12/3/2007
|
SWAPI
|
PricebookItemQuery now supports data paging. The command support the xml attributes
PageSize and PageNo. Specify the
number of rows to be returned for the PageSize and the PageNo desired. PageCount will be returned indicating the
total number of pages of data based upon the pagesize.
|
|
11/28/2007
|
Payroll
|
Negative deferred misc wage entries were not getting
rounded properly into the wage summary and would sometimes cause period
posting to fail with the error "debits not equal credits".
|
|
11/21/2007
|
Timecard
|
When using "/" (forward slash) to enter current
time on timecard entries, duration of entries were not being rounded to the
nearest minute even thought timein and timeout were. This caused reports durations on entries
not to match the timein/out, sometimes being off by one minute.
|
RELEASE 1.7.300.55 11/21/07
|
|
11/16/2007
|
Job Summary Analysis Report
|
Added an option to include/exclude project job phase
summaries.
|
|
11/16/2007
|
Job Scorecard Report
|
Created a separate job scorecard report for including project
job information. The standard job
scorecard report now excludes project job phase information.
|
|
11/16/2007
|
Payables Manager:
|
Deletion of Recurring Invoices sometimes resulted in
Record/Key Deleted errors in the Payables Manager.
|
|
11/15/2007
|
Project, Invoice, AIA Stored Amounts
|
Editing stored amounts was resulting in duplicate stored
amount entries for phases. This has
been corrected.
|
|
11/14/2007
|
Projects, A/R Invoice, AIA Certificate
|
(SQL Server only) When accessing the stored amounts for
the AIA summary, stored amounts could not be edited.
Editing and saving the same row more than once when making
new stored amount entries would result in duplicate rows which then made the
form inaccessible.
|
|
11/14/2007
|
Account Register
|
Made a permanent fix to prevent any items from saving
(posting) when the item is uncleared and a deposit item id or statement id is
assigned. This situation should never
be allowed to occur.
|
|
11/14/2007
|
Email Paging
|
Subjects on Email Pages were sometimes being omitted in
the case where splitting of the email message was not necessary. This could have caused email delivery
failures with some carriers.
|
RELEASE 1.7.300.54 11/12/07
|
|
11/8/2007
|
Inventory Manager / Inventory Transactions Report
|
Deleting a warehouse with a Transaction History would
cause Transactions to become orphaned.
We now prevent warehouses with a transaction history from being
deleted. These warehouses should be
deactivated instead.
Orphaned transactions, or transactions that are linked to
a warehouse that has been deleted, were being omitted from the Inventory
Transactions Report. They will now show with <unknown> as their
warehouse.
|
|
11/8/2007
|
Account Register
|
An earlier change was made to prevent clearing of cash box
items that can on occasion get a bogus deposit ID assignment (clearing and
reconciling would cause the item to be omitted from that actual
deposit). The 'Clear All' option was
overlooked when making this change and would clear these items anyway. That oversight has now been corrected.
|
|
11/1/2007
|
Callback Report:
|
The Parts, Labor, and Misc sale totals for the callback
invoice was being reported incorrectly when the Quantity for an item was
greater than 1. Unit price was being
report rather than extended price.
|
|
11/1/2007
|
Register Account Reconciliation
|
Accidental entry of an extra decimal digit at the end of
the Statement Ending Balance would result in a red $0.00 difference and a
disabled Finish button.
|
|
11/1/2007
|
Call Taking
|
The customer balance will now only be highlighted in red
if there is a past due balance, or if the customer has a credit limit set and
the open balance is greater than the credit limit. An open balance will light up in green if
the balance is less than the credit limit and the balance is current. This is consistent with the customer form
and is also the way this was originally intended to work.
|
|
11/1/2007
|
Inventory Tags
|
On occasion, rounding problems were causing tags to remain
that were essentially, but not quite, zero (they would show quantity
something like 1.2384798237E-15. The
E-15 represents an extremely tiny fraction).
This "zero" values are now automatically removed.
|
RELEASE 1.7.300.53 10/30/07
|
|
10/25/2007
|
Project / Phases, Work In Progress Report
|
In the Project form, the Phase tab's Project Cost Summary totals
were not including credit vendor invoice items. The Work In Progress Report was also
omitting these entries.
|
RELEASE 1.7.300.52 10/22/07
|
|
10/19/2007
|
Agreement
|
Under some circumstances, when editing payment information
for an agreement, changing the payment method could have caused the masked
value of the credit card number to be saved back to the database, losing the
full number.
|
|
10/18/2007
|
Inventory, Restock Transfers
|
When creating restock transfers, it was possible that
inactive items may be included unnecessarily.
|
|
10/16/2007
|
User Group Abilities
|
Removed the following unused, duplicated user ability
settings - Flatrate Setup (under Customer Service), AR Invoice GL Modify
(under Customer Service), and Financial Reports (under Accounting).
|
|
10/12/2007
|
User Form
|
When resetting a password, if special cahracters are
required and the special character generated was an ampersand, it displaying an
underscore character instead of the ampersand, and the displayed password
could not be used to log on.
|
|
10/11/2007
|
Job Summary Analysis Report
|
Fixed the report to show jobs that had been closed with
incomplete call progress entries that could not be modified because payroll
had been posted and could not be unposted/unverified.
|
|
10/10/2007
|
Inventory Returns, Inventory Transfers
|
If the return or transfer quantity was set to zero for a serialized
item, you would still be required to enter a serial number in order to
post. Modified to allow the serial
number to be left blank when the transaction quantity is zero.
|
RELEASE 1.7.300.51 10/9/07
|
|
10/9/2007
|
General
|
Fixed a cause of possible access violation error at or
near address 0076D9B9. One place this
was observed was when entering an item number in the Parts view of the
Inventory Manager.
|
|
10/9/2007
|
Invoice Tracking
|
Changed the menu option for "Cancel" to read
"Cancel Deployment".
|
|
10/3/2007
|
Payroll
|
When preparing payroll, the report (Invalid Pay Items on
Timecard Entries) that is generated if timecard entries have invalid pay
items was incorrectly formatting the time in and time out (it was showing the
date "12/30/1899"). Also
removed a column that was showing an internal ID that is of no use in the
report.
|
|
9/26/2007
|
Area Code Change Utility
|
Modified the utility (21 Menu | Setup | Administrative
Tools | Change Area Codes) to allow Old Area Code to be left blank. This allows an area code (New Area Code) to
be inserted everywhere that an area code is currently omitted.
|
RELEASE 1.7.300.50 9/26/07
|
|
9/25/2007
|
Agreement
|
Reselecting the same payment method in the Edit Payment
Method screen to correct an invalid payment type association on the agreement
was not working. If the same payment
method was selected it was not refreshing the payment type.
|
|
9/25/2007
|
Pay Bills
|
The process was not allowing discounts on credit entries
to be "taken". The Take
Discount action had no effect, nor could the negative discount amount to take
be typed in.
|
|
9/21/2007
|
Work In Progress Report
|
In the exported Report Emulation Text file, some of the
job numbers would be partially hidden.
|
|
9/21/2007
|
Printed A/R Invoice
|
Work Authorization signatures were sometimes printing on
top of the "discount, you saved" message.
|
|
9/20/2007
|
A/R Invoice - Apply Pmts, Job Form, Call Taking, Project -
Billing Tab
|
Modified the popup menu for the payment method lookup to
show the option for standard payment methods first, the billing accounts
default payment method on file, then the last 10 payments used on prior
inovices. Previously, the payment
history was before the standard payment methods option. Since standard payment methods is probably
used most frequently, it has been moved to the top.
Modified the popup menu for consistency between the
different screens.
If a cash or check entry from history is selected, the
payment reference information is not copied onto the document (you would not
use the same check # to pay another invoice).
|
|
9/19/2007
|
Email Paging
|
The values being included for Last Service Date and Last
Tech were either missing or inaccurate.
|
|
9/19/2007
|
Service Location List
|
Added an option to exclude locations whose default billing
accounts are marked "Do Not Solicit".
|
RELEASE 1.7.300.49 9/17/07
|
|
9/14/2007
|
SWAPI - JobPunch, TCPunch
|
Note type entries could interfere with timecard punching.
For instance, DayInOut entries were sometimes causing issues.
|
|
9/13/2007
|
Agreement Anniversary Report
|
Added an option to run the report based upon either
agreement start date or sale date.
Previously it only ran on start date.
|
|
9/13/2007
|
Account Register - Check Remittance Report
|
Added date/time the report was printed.
Added page #.
|
|
9/13/2007
|
Vendor Hisotory / Allocations
|
The "Update payable balance" option on the
"Allocations from..." screen was incorrectly calculating the
balance for an invoice (or credit) item that had had a discount taken.
|
|
9/11/2007
|
Projects
|
Project Number was allowing up to 15 characters, but this
caused problems with Job Number when creating jobs for the project. Job Number is limited to 10 characters so
it was not possible to append the phase type and get a resulting Job Number. Project Number is now limited to 7
characters so that a period and the two characters can be added to generated
a valid 10 character Job Number.
|
|
9/11/2007
|
Account Register
|
On rare occasions, an unreconciled cash box item gets
assigned a bogus deposit association, which causes an incorrect deposit
amount to be posted if it is cleared and deposited. The cause of the problem has not yet been
determined, but the item will now be prevented from being cleared until the
situation is cleared up by SuccessWare support.
|
|
9/11/2007
|
SWAPI
|
The parts / labor / misc sale breakdown was not being
correctly set on invoice line items when price levels were in use for
tasks. This was causing incorrect
discount calculations.
|
|
9/10/2007
|
Account Register
|
Added the address for check/debit payment transactions to
the Register Item Review form.
|
|
9/10/2007
|
Purchase Order
|
Added Created By (Issued By) field to the purchase order
screen. The field is for display only.
|
|
9/10/2007
|
Jobs Taken/Booked Report
|
Added department to the sort/group options.
|
|
9/7/2007
|
Vendor Refund
|
On some systems, there was a possibility that vendor
refund posting might have failed with 'duplicate check number' error message.
|
|
9/7/2007
|
Vendor 1099 Report, A/P Transactions Report, A/R
Transactions Report
|
Added a summary option that will print group and final
totals only if selected.
Implemented the print to "Text" file
option. When printing summary, group
totals are exported. When not summary
transaction detail is exported.
|
|
9/7/2007
|
Job
|
When adding a new call to an existing job on the job form,
the zone was not copying to the new call if multiple partial matches existed for
the zone - for example, if the job was for zone C and you also had a zone CW.
|
|
9/7/2007
|
Project Estimate Report
|
Modified the Quoted Tax amount to only include amounts
from locked quotes for consistency with other values on this and other project
reports.
|
|
9/7/2007
|
Project Estimates
|
Modified the quote detail on the Estimate tab of the
project to show total sale excluding tax to be consistent with other forms
and reports. The quote detail will
also show the tax amount and total for each quote.
|
|
9/6/2007
|
Customer Opportunities Report
|
Added various sorting/grouping options to the report,
including name, zip, zone, etc.
|
|
9/6/2007
|
SWAPI - messaging
|
Messages were not being set notifying third party
applications when agreement templates were modified in the agreement form.
|
RELEASE 1.7.300.48 8/30/07
|
|
8/30/2007
|
Receipt/Vendor Invoice
|
When using splits on a PO, and there were multiple receipts
or vendor invoices for a PO, the second (or third, etc.) vendor invoice for
the PO might have failed with "debits
and credits don't balance". This
was being caused by an undetected out of balance split when a zero quantity
was received for a particular line item, which caused incorrect updates to
the PO, which then caused out of balance
splits on subsequent receipts for the item.
Solving the situation previously required editing of splits on the
receipt (or vendor invoice) in order to make them balance with the line
items. Now, zero item quantity
receipts will stay in balance and properly update the total received
quantities on the PO splits.
|
|
8/29/2007
|
Event Log
|
On occasion, recovery of a previously failed event log
entry might fail and repeatedly log an additional "Error opening local
event log" error.
|
RELEASE 1.7.300.47 8/28/07
|
|
8/28/2007
|
QuickStart
|
Setting up password options in QuickStart would fail with
"cannot insert the value NULL...".
|
RELEASE 1.7.300.46 8/24/07
|
|
8/23/2007
|
Project Management:
|
Under rare circumstances, when trying to add a new invoice
to a project, an error would occur -
"Field PaymentType not found".
|
|
8/23/2007
|
SWAPI
|
(LAN only) Messages were not being sent to remote field
service applications when SWAPI was configured to respond to SSL requests
only.
(LAN only) Message forwarding requests were being directed
to a previous SWAPI version. If that
SWAPI version was not installed message forwarding requests would fail.
|
|
8/23/2007
|
DB Maint
|
On some systems
the database repair/rebuild portion of maintenance would fail because of a
timing issue between a series of commands.
|
RELEASE 1.7.300.45 8/20/07
|
|
8/20/2007
|
Calls Report
|
Several fields in the report were missing when exported to
"Text".
|
|
8/16/2007
|
Account Register - Register Item Review
|
Added the ability to unmask a credit card number (subject to
user abilities) in the popup Register Item Review form.
|
RELEASE 1.7.300.44 8/15/07
|
|
8/15/2007
|
Agreement Manager
|
Since 1.7.300.42, after posting all invoices in the PER
INV'S view, the grid would clear instead of showing the just posted
invoices. This has been corrected.
|
RELEASE 1.7.300.43 8/15/07
|
|
8/14/2007
|
QBLink
|
On some systems, purging old payroll period information
would fail with the error 'Cannot delete master record with details'.
|
|
8/14/2007
|
Account Register
|
A failure in payment posting for a miscellaneous payment
(such as G/L period closed, etc.) would result in 'Access violation at or
near address 004D8E6C' and program lock up.
|
|
8/14/2007
|
Agreement Manager
|
After unmasking credit card numbers in the PER INV'S view,
and changing query filters and requerying, the Unmask menu option would no
longer be checked but numbers would still be showing unmasked.
Since 1.7.300.42, the customer form and related forms
could not be opened from the Agreement Manager.
|
RELEASE 1.7.300.42 8/13/07
|
|
8/13/2007
|
Agreement Manager
|
Since the introduction of credit card encryption, sorting on
the Account Number (CC#, Bank#, etc.) column for Periodic Invoices was no
longer available. Sorting is now
available again. Note the this grid
(PER INV'S) can only be sorted in ascending order.
|
RELEASE 1.7.300.41 8/10/07
|
|
8/10/2007
|
Vendor Invoice
|
Since 1.7.300.39, a prompt regarding due date intended
only when posting credit invoices was popping up for all vendor invoices and
credits.
|
|
8/10/2007
|
Account Register Transfer
|
Entering a negative transfer amount was causing the resulting
G/L entries to post backwards, debiting and crediting the cash accounts
incorrectly. A positive transaction
amount is now required.
|
RELEASE 1.7.300.40 8/9/07
|
|
8/9/2007
|
A/P Transactions Report
|
(SQL Server/Express/MSDE) The report was hanging
indefinitely when using the date range parameters.
|
RELEASE 1.7.300.39 8/8/07
|
|
8/8/2007
|
Credit Card Number Masking
|
Changed the masking style from xxxxxxxxxxxxNNNN to NNNN....NNNN
for better uniqueness of masked numbers and also to facilitate sorting.
|
|
8/8/2007
|
Account Register
|
Since encrypting credit card numbers, sorting had not been
working properly on the CK# / CC# column in cash box accounts. Fixed this for both the Transaction Review
screen and for the Reconciliation screen.
|
|
8/7/2007
|
Agreement List Report
|
Added an option to filter for New / Renewal / All
agreements.
Added a column on the report to show whether an agreement
is a renewal or not.
|
|
8/7/2007
|
A/P Aging Report, Open Payables Report
|
The on hold comment now prints when a payable is on hold.
|
|
8/7/2007
|
Vendor Invoice
|
Added JobNo column to the PO dropdown when looking for a PO to assigned to the vendor invoice.
|
|
8/7/2007
|
Timecard Report
|
Added a column to show a check mark for "not
paid" entries.
|
|
8/7/2007
|
Vendor Invoice
|
Added a message dialog if the due date is greater than the
invoice date when posting a credit invoice.
The message dialog allows for canceling the posting process and
focuses the due date for correction.
|
|
8/7/2007
|
Open Payables Report
|
Recent changes for handling credits and refunds had slowed
the report down considerably. The
speed has been significantly improved upon.
|
|
8/3/2007
|
General
|
Modified the message that is displayed when an invalid
credit card number is detected during data entry to try to improve clarity.
|
RELEASE 1.7.300.38 8/3/07
|
|
8/2/2007
|
General
|
Since 1.7.300.36 attempting to sort by certain
columns in certain grids might result
in 'Access Violation at address 005549A2'.
|
RELEASE 1.7.300.36 8/2/07
|
|
8/2/2007
|
Job Summary
|
When payment was by credit card, the credit card name and
expiration month/year fields were highlighted in the wrong color, and were
constantly being refreshed causing a slight blinking in the controls.
|
|
8/1/2007
|
A/R Invoice Apply Pmts, Billing Customer
|
Disabled the Unmask CC# menu option when there is no payment
reference entered. It is unnecessary.
Modified the message displayed when attempting to unmask a
payment reference that is not masked for clarity.
|
|
7/31/2007
|
G/L Setup
|
On occasion a G/L account could not be deactivated. It would report that it was assigned as a
default account, but the account could not be found in the Defaults Accounts
tab.
|
|
7/30/2007
|
Payroll
|
When preparing payroll, subcontracted employees (which are
not included in the payroll period) would generate two unnecessary warning
messages. One that the employees
(subcontractors) were not included in the payroll period, and another if
there were timecard entries without pay rates. Subcontracted employees are now excluded
when looking for these situations.
|
|
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.
|
|
7/27/2007
|
Account Register
|
Sorting is now disabled on the Check No / CC# column. This data is now encrypted in the database
and no longer can be sorted by the decrypted displayed text.
|
|
7/27/2007
|
SWAPI
|
Submission of Payments that contained empty credit card no
were failing with Access Violation.
This has been corrected.
|
|
7/27/2007
|
Version Update
|
Added a message advising that updates may take a while and
the process should not be terminated.
The form now processes windows messages in between
individual database changes making the form more responsive to window events
- mouse clicks, screen refreshes, etc.
|
|
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 1.7.300.31 7/24/07
|
|
7/24/2007
|
SWAPI - MapPoint Directions
|
The fix in 1.7.300.28 for directions to or from locations
in Canada was not working for the Yukon Territory.
|
|
7/24/2007
|
A/P Aging Report, Open Payables Report
|
Recent changes for handling credits and refunds had slowed
the reports down considerably. The
speed has been significantly improved upon.
|
|
7/20/2007
|
SWAPI
|
Credit card numbers submitted via ARPaymentUpdate were not
being encrypted into the SW21 database.
|
|
7/20/2007
|
Payroll - Text Export
|
Added the Employee No field to the payroll text
export. Some payroll services require
an employee number rather than SSN.
|
|
7/20/2007
|
Sales Quotes
|
Since version 1.7.300.28, 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 1.7.300.30 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 1.7.300.29 7/13/07
|
|
7/13/2007
|
Payroll - Quickbooks export
|
(ASP only) There was no automation involved in keeping the
local copy of QBLink up to date. After
exporting payroll for import into Quickbooks via QBLink, the system now
checks whether the local copy of QBLink is current, and if not, updates it.
|
|
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.
|
BETA RELEASE 1.7.300.28 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.
|
|
7/5/2007
|
Vendor Invoice
|
On Windows 2000, or on Windows XP with "old
style" windows, after opening the vendor invoice, scrolling the grid up
and down would not work properly. The
rows would not scroll and the blue highlighting would split up and move up
and down only in one or some columns.
|
|
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
|
Data merge - locations, billing acounts, vendors
|
Added name and address information to the event log
entries for merges and deletes.
|
|
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.
|
BETA RELEASE 1.7.300.27 6/29/07
|
|
6/29/2007
|
SWAPI
|
Since 1.7.300.26, several commands, such as
AssignmentListQuery and ARInvoiceQuery, were failing with an errors like 'Incorrect syntax for command [Text
is not allowed in this context according to DTD/Schema…'.
|
|
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.
|
BETA RELEASE 1.7.300.26 6/27/07
|
|
6/27/2007
|
SWAPI
|
ARInvoiceUpdate was clearing the Add On flag on A/R
Invoice line items sent in from the remote application/device.
|
|
6/27/2007
|
Vendor Invoice
|
When inserting a new item on the last visible line of
the item grid, when tabbing into the description field, a scroll bar would
pop up on top of the line being entered.
|
|
6/27/2007
|
On-line help
|
Help file update.
|
|
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'.
|
|
6/26/2007
|
Vendor Invoice
|
On some systems attempting to create a new recurring
template or a new invoice from a recurring template was failing. There was no error message but the template
or invoice was not being created.
|
|
6/26/2007
|
Inventory
|
On some systems attempting to create new inventory
transactions - requisitions, returns, transfers, adjustments - would fail
with 'Cannot insert NULL value into column "AutoPost"...'.
|
|
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.
|
BETA RELEASE 1.7.300.25 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.
|
BETA RELEASE 1.7.300.24 6/15/07
|
|
6/15/2007
|
Job, A/R Invoice, Project Billing
|
When a location has multiple billing accounts, the
information for one of the accounts would show for each of the menu item
captions on the popup menus for selecting a billing account.
|
|
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.
Added a field for the invoice total minus the
available discount. If there is an
available discount calculated on a credit invoice, the available discount and
the total minus the discount will be highlighted in yellow.
|
|
6/14/2007
|
Logon
|
(SQL Server)
The version update process was failing to detect users connected to the
SuccessWare21 database. In order to
prevent data problems, this has been fixed.
The version update process will not proceed until all users are out of
SuccessWare21.
|
BETA RELEASE 1.7.300.23 6/13/07
|
|
6/13/2007
|
Logon
|
If an attempt was made to logon with a username that
had been disabled for SucessWare21 logon (a remote SWAPI user), SuccessWare21
would lock up. The only recourse was
to End Task.
|
|
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.
|
|
6/12/2007
|
A/R Invoice - Apply Pmts
|
Added options on the right click popup menu, Update
Agreement and Update from Agreement, to facilitate updates to payment
information for agreement periodic billings.
If a card is determined to be bad or expired after the current
periodic invoice is created, the new credit card information obtained from
the customer can be entered in one place, either the agreement or the current
invoice, and then copied to the other.
|
BETA RELEASE 1.7.300.22 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.
|
|
6/7/2007
|
Billing Account Details
|
Added a right-click menu option for unmasking a
masked credit card number.
Occasionally it might be necessary to charge the credit card on file
when an invoice is not necessary, for example, in payment for an open receivable
balance.
|
BETA RELEASE 1.7.300.21 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'.
|
BETA RELEASE 1.7.300.20 6/6/07
|
|
6/6/2007
|
SWAPI
|
Since 1.7.300.17, 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).
|
BETA RELEASE 1.7.300.19 6/4/07
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6/4/2007
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Online Help
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Help file update.
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6/4/2007
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Agreement Manager
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Added the batch agreement termination option to the
popup menu for the Renewals view if (the user has the appropriate user
ability).
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6/4/2007
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Invoice Tracking
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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.
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6/1/2007
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Employee List Report
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Added an event log entry when the report is previewed
or printed with social security numbers included.
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6/1/2007
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Logon
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(SQL Server only) Attempted logins with no username
were not being detected as failed login attempts, so there was no 'invalid
username' message, and it was not subject to the three attempt limit. This has been corrected.
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6/1/2007
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User Group Form
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Since 1.7.300.16, the initial group automatically
selected by the system did not necesarily 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.
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BETA RELEASE 1.7.300.18 5/31/07
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5/31/2007
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SWAPI
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Added a check for BeginSession to confirm that a
User is a valid Employee when the remote call to BeginSession includes
RemoteTC=True.
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5/31/2007
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Open Receivables, A/R Aging, Open Payables, A/P
Aging
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Cosmetic changes to report layout and column title
visibility.
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5/30/2007
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Vendor Invoice
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Modified the caption above the payment information
to read 'Refund' instead of 'Payment' when processing Apply Pmt for a vendor
invoice credit.
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5/29/2007
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A/P Aging, Open Payables, A/P Invoice List
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Added a column to the reports for the job number
associated with the vendor invoice.
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5/29/2007
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Counter Sales
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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).
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5/29/2007
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Job Tag Manager
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Correction to prevent an occasional error 'Access
violation at 008Exxxx'.
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5/29/2007
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A/R Invoice
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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.
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5/29/2007
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Job Form, Job Summary
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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.
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5/29/2007
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Billing Account History
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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.
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5/25/2007
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Call Taking
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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.
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5/25/2007
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Logon
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The right-click option on the "key"
toolbar button to switch companies was not working even if password
credentials were correct.
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BETA RELEASE 1.7.300.17 5/24/07
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5/24/2007
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Income Statement Reports
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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.
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5/24/2007
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Job, Job Summary, Call Taking
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Since 1.7.300.16, 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.
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5/24/2007
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Job Summary
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When modifying the callback job number and then
Undoing updates, the error 'qryJob: Dataset not in edit or insert mode' was
sometimes occurring.
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5/24/2007
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Logon
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Since 1.7.300.16, after three failed login attempts
due to an invalid password, the software would launch instead of terminate.
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5/23/2007
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SWAPI
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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...'.
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BETA RELEASE 1.7.300.16 5/21/07
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5/10/2007
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Initial beta testing release
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3/29/2007
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Purchase Order, Vendor Invoice
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Sometimes a counted/valued indicator was showing for
non-part line items.
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3/28/2007
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Merge/Delete Utilities
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Events are now logged for merging/deleting of Billing
Accounts, Locations, and Vendors.
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