|
DATE
|
MODULE / FORM
|
DESCRIPTION
|
RELEASE 1.7.400.46 9/10/08
|
|
9/9/2008
|
Timecard
|
On rare occasions a non-job related timecard entry might
have failed with 'Cannot insert the value NULL into column...' error.
|
|
9/9/2008
|
Pricebook
|
Red Highlighting showing invalid ST/ET information for individual
items in the pricebook now will not display for inactive items.
|
|
9/4/2008
|
Recurring Invoices
|
On rare occasions, creating a new recurring invoice might have
failed without any error or message explaining why. The failure has been corrected.
|
|
9/4/2008
|
Agreements
|
When terminating an agreement, or viewing an agreement status
summary, the comments area now allows scrolling to view large amounts of text.
|
RELEASE 1.7.400.45 9/3/08
|
|
9/2/2008
|
SWAPI - PricebookTaskQuery
|
Changes to whether a Task is a Diagnostic task was not flagging
the task to be sent out via SWAPI in the next PricebookTaskQuery.
|
|
8/21/2008
|
Employee Apprentice
|
Selecting OK in the Apprentice Form while the employee
reference book list was visible would cause validation problems in the form.
|
RELEASE 1.7.400.44 8/21/08
|
|
8/20/2008
|
G/L Starting Balances
|
The form was issuing warnings when saving entries to
default or register accounts. These
warnings are only necessary for normal journal entries and have been removed from
starting balance mode.
|
|
8/18/2008
|
Account Register
|
When making a deposit, the software would allow the user
to choose a bank account to which he should not be allowed to access (default
payroll account, or other bank accounts).
Currently, the target bank account must be selected and opened in
order for the software to be able to process a deposit to it.
|
|
8/15/2008
|
Sales Job Summary
|
When the Equip field on a sales job is entered the value
is copied into Unit/Eq on the Sales Summary.
Unless the Unit/Eq was modified to one of the standard equipment
types, whenever the Sales Summary was edited and saved, the Standard
Equipment reference book would pop up after the Sale Summary closes.
|
|
8/15/2008
|
Inventory Item Value Correction
|
Due to a rounding issue on total value, when an item was
flagged as requiring inspection and its total quantity was zero, an attempted
item value correction would not always clear the flag.
|
RELEASE 1.7.400.43 8/14/08
|
|
8/13/2008
|
Write Check / Payment
|
The Overdrawn indicators would display properly for the
default account when first opened, but would not update when changing to a
different account.
|
|
8/13/2008
|
Employee/Subcontractor Reference Library
|
Adjusted the Employee dropdown menus so they display all
employees, if there is enough room.
Previously, the menu would hide the last employee in the list and you
would have to scroll to get to it.
|
|
8/13/2008
|
Call Taking
|
In call taking, when entering a sales job and assigning it
through the call center (CTRL+C), the Sales Person field would not get
populated if the salesperson's employee code was similar to another employee
code (e.g. JR and JRM). This has been
corrected.
|
|
8/13/2008
|
Scorecard Reports
|
Since 1.7.400.41, when opening up one of the scorecard
reports, a message 'thru date must be greater than from date" would
display and the default dates based upon today's date would not pre-fill.
|
RELEASE 1.7.400.42 8/13/08
|
|
8/12/2008
|
Cash Receipt
|
Filling out the adjustment information for the Auto with
Adjustment and then unselecting Auto with Adjustment could sometimes have
resulted in an entry to general ledger without a corresponding receivable
entry when posted.
|
|
8/11/2008
|
Snapshot, Call report
|
Under some circumstances (assignments are in a closed
payroll period) the system allows a job to be closed with incomplete
assignments/calls. These calls were
still showing up as backlogged (Snapshot) and incomplete (Calls Report).
|
|
8/8/2008
|
Purchasing Manager
|
Purchase Orders were coming up in random order when the
manager was first opened. They now are
forced to come up in the order they were entered, which should normally put
them into PO# order (date order).
|
RELEASE 1.7.400.41 7/30/08
|
|
7/24/2008
|
Account Register - Cash Box Reconciliation
|
From the first screen of cash box reconciliation, you
could right-click and select "Finish" which could sometimes result
in a "Cannot focus disabled or invisible window" error. Finish is now unavailable until you reach
the second screen of reconciliation where the Finish button is located.
|
RELEASE 1.7.400.40 7/23/08
|
|
7/22/2008
|
Pricebook
|
Since 1.7.400.39, using description to find/filter items
in the Pricebook would result in "Ambiguous column name" error.
|
|
7/22/2008
|
CallerID, DNIS, Call Taking, Customer Search, Lead Source
|
When Caller ID information is passed into Successware21 it
can include DNIS information. If you
setup your Lead Source codes with to reference DNIS Numbers, the lead source
related to the caller id DNIS will automatically populate the call taking or
customer search screen (depending on your caller id setup). Keep in mind, the DNIS entries on your Lead
Source are not required. But where you
do supply DNIS number for your Lead Sources, the DNIS number must be unique
from that of any other Lead Source.
|
|
7/17/2008
|
Online Help (F1)
|
Help file update.
|
RELEASE 1.7.400.39 7/15/08
|
|
7/15/2008
|
Account Register
|
It was possible when using the popup menus to select
Finish instead of tabbing to the Finish button or clicking it with the mouse,
that a reconciliation could be posted out of balance or with other invalid
situations, such as a remaining negative cash amount in a cash box.
|
|
7/8/2008
|
Printed Work Order, Printed Purchase Order
|
When Printing a Work Order, a barcode for the Job No is
now printed at the top of the form.
When Printing a Purchase Order, a barcode for the Purchase
Order No is now printed at the top of the form.
|
|
7/8/2008
|
Item Distribution Report
|
Added Item Category and Item Group to filtering, sorting,
and grouping options.
|
|
7/7/2008
|
Agreement Manager
|
Added a prompt to recommend and verify that a database
backup has been made before running batch termination of agreements.
|
|
7/3/2008
|
Item Distribution Variance Report
|
Vendor Invoices created from a Purchase Order without a
Receipt would fail to show as a variance on the Variance Report.
|
|
7/2/2008
|
Hotkey Shortcuts
|
Hotkey Shortcuts for opening various forms (F12 - Call
Taking, etc.) may not have been functioning when the form had been minimized.
|
|
7/1/2008
|
Customer Opportunities Report
|
Added Location Type, Zip Code, Zone, Map Code, and
Subdivision filters.
|
|
6/30/2008
|
Location History Report
|
Added Location Type to filters and grouping/sorting
options.
|
|
6/30/2008
|
Inventory Manager
|
The Stock and Parts views now contain the UPC, Mfr, and
Mfr Part Model fields that can optionally be included when printing a grid
report.
|
|
6/30/2008
|
Pricebook
|
When printing the Pricebook, some users would experience
an error related to duplicate price levels.
|
|
6/27/2008
|
Job Summary Form
|
Canceled jobs were showing "In Progress" in the
caption in the Job Summary window title .
Corrected a bug that would prompt users to enter
unnecessary additional information for canceled jobs.
|
|
6/27/2008
|
Vendor Part Import, Pricebook Imports
|
Newly imported items were not automatically being sent
down to Third Party devices.
|
|
6/26/2008
|
Job Summary Form
|
Added a check to prevent a new job from being created from
a canceled Sales Job.
|
|
6/24/2008
|
Pricebook
|
When a category is flagged as bad Expense Type/Sale Type,
you can now identify which item is causing the problem. Scroll through the items in the category -
items with a bad ET/ST will be highlighted in red in the information panel
below the grid.
|
|
6/20/2008
|
Payroll Setup / What's New
|
Updated payroll setup to indicate that the ADP payroll
interface is currently U.S only.
|
|
6/20/2008
|
Sales Jobs
|
The Quoted Job Type, Class, and Department were not being
updated properly on the Job Summary for a Sales Job after these values has
been changed on a related Job.
|
|
6/18/2008
|
Invoice Tracking
|
Invoice tracing was not properly verifying that invoice
numbers marked as returned or missing are no longer available for use.
|
|
6/16/2008
|
Activation
|
(Canadian customers only) On-line activation would
previously fail if the Postal code was typed with lower case letters.
|
|
6/13/2008
|
General Ledger
|
On very rare occasions, because of average cost
calculations, an inventory transaction could get generated with an extremely
large value. When posted into G/L it
would cause problems with period compilation.
The G/L module will now validate for and reject ridiculously large
values.
|
|
6/11/2008
|
Marketing Lists
|
Fixed a minor memory leak that would occur when creating a
marketing list.
|
|
6/10/2008
|
Call
Center
|
Sometimes the call center would not show any calls when
there really were calls on the day being displayed. One situation where this would occur was
when something other than the current day was displayed in the call center,
then switching to another company using the "key" icon (which also
automatically switches back to the current date).
|
RELEASE 1.7.400.38 6/6/08
|
|
6/6/2008
|
SWAPI
|
Corrected a processing inefficiency in the failed log
entry restore process.
|
RELEASE 1.7.400.37 6/6/08
|
|
6/5/2008
|
SWAPI
|
Fixed a memory leak that may have caused failures
(Insufficient memory, Out of memory) after running for a period of time
depending upon the amount of activity.
|
|
6/2/2008
|
A/P Item Distribution Report
|
When splitting items by percentage (overhead items), only
the first split item was showing on the report.
|
RELEASE 1.7.400.36 5/30/08
|
|
5/29/2008
|
Modify Item (Task)
|
When editing a task item in the pricebook, if you
stretched the form, the New and Copy buttons were not shifting appropriately,
possibly hiding other buttons on the form.
|
|
5/29/2008
|
SWAPI
|
When updating the Work Done on a job through SWAPI, under some
circumstances an error occurred… 'Insufficient key column information'.
|
|
5/22/2008
|
Call
Center - Weekly Job
View
|
If the Zoom setting was changed, the old value was still
remaining checked.
After zooming, captions on the calls would no longer draw.
|
RELEASE 1.7.400.35 5/22/08
|
|
5/21/2008
|
Call
Center - Weekly Job
View
|
Since 1.7.400.28, the calls were no longer sorting by time
in the Weekly Job View.
|
|
5/21/2008
|
SWAPI Admin Properties
|
Added a Test button to the MapPoint tab, to test the Web
Service account information.
|
BETA RELEASE 1.7.400.34 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.
|
|
5/12/2008
|
Reference Library
|
Under some circumstances it appears that it may have been
possible to edit Visit Types through the Job/Cll Types reerence book (they
are stored in the same table, but viewed and selected through separate
reference books). Editing them other
than in the Visit Types book could cause some problems. If the Visit Types should somehow be
appearing in the Job Types book, the system will no longer allow them to be
edited there.
|
|
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.
|
BETA RELEASE 1.7.400.33 5/6/08
|
|
5/5/2008
|
ADP File Export Analysis
|
Configured the column labels to properly show/hide
depending on whether summary or detail is being printed.
Added a label for Total Earned.
|
|
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.
|
BETA RELEASE 1.7.400.32 4/24/08
|
|
4/22/2008
|
On-line Help (F1)
|
Help file update.
|
|
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).
|
BETA RELEASE 1.7.400.31 4/16/08
|
|
4/16/2008
|
SWAPI
|
Modifications to improve the efficiency of the purging of
XML history from old SWAPI log entries.
|
|
4/14/2008
|
SWAPI
|
Added improved validation for the age of equipment
modified by Third-Party applications.
|
BETA RELEASE 1.7.400.30 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.
|
|
4/9/2008
|
Vendor Invoice
|
When a receipt of purchase is posted for a part directly
to a job (no warehouse number), a job tag is created with the expected cost
from the PO.
If you change the cost on the vendor invoice and post, the tag was not
being updated with the new cost causing it to import to the AR invoice with
the expected cost. Posting the
modified vendor invoice will now update any still existing job tags.
|
|
4/9/2008
|
Backdrop
|
When turning on the backdrop, it was showing on top of
(hiding) any currently visible forms.
|
|
4/9/2008
|
General
|
Clicking on things while SuccessWare21 is working
sometimes was causing the active form to suddenly hide behind other windows,
or the SW21 backdrop. If the activate
form was a modal dialog (requiring input before continuing), it would appear
that the application was "locked up". We have modified the application to force
the active form to the front whenever the application goes idle in order to
avoid these situations.
|
|
4/8/2008
|
Receipt/Vendor Invoice
|
Change to prevent moving between vendor invoice and
receipt while editing. The form could
end up in edit mode on a posted receipt, although all of the controls seemed
to be disabled anyway.
|
|
4/8/2008
|
User Group Setup
|
Added a new user ability to allow/disallow adjusting
receipts. Previously you needed the
ability to adjust vendor invoices in order to adjust receipts.
|
|
4/8/2008
|
Call
Center
|
When switching from the Weekly Jobs view to the Daily Call
or Daily Assignment view, the new view was sometimes not properly aligning
itself into the available space.
|
|
4/4/2008
|
SWAPI Admin
|
Added End Task option to assist in terminating the SWAPI
Service in case it gets hung. Right
click on admin form for popup option.
|
BETA RELEASE 1.7.400.29 4/4/08
|
|
4/3/2008
|
Account Register
|
Since 1.7.400.21, 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.
|
BETA RELEASE 1.7.400.28 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.
|
|
3/28/2008
|
Call
Center
|
Additional changes resulting in better overall refresh
performance.
|
|
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.
|
BETA RELEASE 1.7.400.27 3/25/08
|
|
3/25/2008
|
Call
Center
|
(MS Access only) Changes in assignment attention were not
being immediately reflected in the call center. Sometimes the attention indicators would not
show up until the next refresh cycle.
|
BETA RELEASE 1.7.400.26 3/24/08
|
|
3/20/2008
|
Call Center/SWAPI
|
A new feature has been added to the Call Center
which can be used to help alert the dispatcher when there are assignments that
need special attention. When any assignments need attention, a new indicator
button lights up so that the dispatcher can take quick action to
"handle" the situation.
A new command, "AssignmentAttention", has been
added to SWAPI for possible third party application use so that a tech in the
field can set the attention status and alert the dispatcher.
|
|
3/19/2008
|
Payroll, ADP Integrity Check
|
The ADP export integrity check was issuing warnings for
subcontracted employees.
|
BETA RELEASE 1.7.400.25 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 1.7.400.24, the Agent Manager would not launch from
Utilities. It would pop up briefly,
then close.
|
|
3/7/2008
|
SWAPI
|
SWAPI has been enhanced to include an option to use the
Microsoft MapPoint Web Service in order to provide driving directions to
third-party remote applications.
|
|
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.
|
BETA RELEASE 1.7.400.24 3/4/08
|
|
3/4/2008
|
Vendor History
|
Since 1.7.400.23, 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 for PR_MiscWageID 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 1.7.400.23, 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.
|
BETA RELEASE 1.7.400.23 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.
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2/17/2008
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Inventory Transactions Report
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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.
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2/17/2008
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Inventory Item Value Adjustments
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When adjusting a residual value on an item with a zero
quantity, an inventory transaction was not being made making it difficult to
reconcile the general ledger adjustments made for the value adjustment.
The form was sometimes incorrectly not allowing the "value
is correct" option to be used on items with a zero quantity and zero
total value.
Added the ability to post the value adjustment to a
specific date instead of just automatically using today's date.
When using "Adjust value" on an item with zero
quantity, the system was not making the requested average value change.
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BETA RELEASE 1.7.400.22 2/11/08
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2/8/2008
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Task Form
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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.
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2/6/2008
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Account Register
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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.
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2/4/2008
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QuickStart - Vendor Opening Balances
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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.
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BETA RELEASE 1.7.400.21 2/1/08
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1/31/2008
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Account Register
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Corrected an inefficiency introduced in 1.7.400.20.
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BETA RELEASE 1.7.400.20 1/30/08
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1/29/2008
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Account Register
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1.7.400.11 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.
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1/28/2008
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G/L Budget
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Using TAB or Down Arrow from the last displayed line on
the budget would create a new budget line with no account, department, or
period. If saved this way, further
attempts to save one of these "empty" rows would have resulted in
save failures.
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1/28/2008
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G/L Transactions Report
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Added Posted By column to the report.
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BETA RELEASE 1.7.400.19 1/25/08
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1/25/2008
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Job Summary Analysis Report
|
Added filters for limiting the report to specifically
flagged jobs - Agreement Opportunities Only, Replacement Opportunities Only,
Warranty Calls Only, etc.
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1/25/2008
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SWAPI
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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.
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1/24/2008
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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.
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1/24/2008
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Sales Tax Report
|
Sales figures in the subtotals and report totals when over
a million dollars would overlap each other.
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1/24/2008
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Purchasing Wizard
|
Added an option for printing a report from the Item List
detail grid.
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1/22/2008
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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.
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1/22/2008
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A/R Invoice Manager
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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.
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1/22/2008
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A/R Invoice, Cash Receipts
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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.
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1/21/2008
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Payroll Period Summary Report
|
Added EmployeeNo to the report.
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1/21/2008
|
Payroll
|
Added ADP Export File Analysis to Payroll Manager.
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1/18/2008
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Register Accounts
|
Setting up the same G/L account / subaccount on multiple
register accounts makes reconciliation extremely difficult. The software has been modified to prevent
this situation. Each active account
register must now be assigned a unique G/L account (or account/subaccount
combination). For those that already
have duplication, you will be able to continue using the system, but will be
warned about the situation whenever reconciling the affected register
accounts.
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1/18/2008
|
General Ledger, Adjustment Codes, Register Accounts
|
Changes have been made to the software in order to help
prevent general ledger out of balance situations and avoid difficult general
ledger reconciliation situations.
Warning messages now display when posting adjustments or journal
entries and the transaction will affect a general ledger account that must
reconcile with another module in the software. "Protected" general ledger
accounts include certain default accounts, plus accounts assigned to active
register accounts. Warning messages
have also been added when setting up an adjustment code with a protected
account assigned.
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BETA RELEASE 1.7.400.18 1/17/08
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1/17/2008
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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.
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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.
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1/14/2008
|
SWAPI
|
Third-Party Applications that update Job Summary
information can now also update Work Done notes.
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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.
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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.
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BETA RELEASE 1.7.400.17 1/8/08
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1/7/2008
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Work Order Report
|
When printing the Summary version of work orders, it is
now possible to print to a Text file.
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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".
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BETA RELEASE 1.7.400.16 1/4/08
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1/3/2008
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Timecard / Modify Mode
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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.
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1/3/2008
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Invoice Manager
|
When flagging or voiding Pre-GL invoices, Sales Quotes
were being updated inappropriately.
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1/3/2008
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Service Location Report
|
Date and JobNo in the Call Detail were sometimes being cut
off.
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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.
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12/28/2007
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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.
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12/24/2007
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Inventory
|
When adjusting a receipt, stock quantities added when the
receipt was posted were not being reduced resulting in incorrect inventory
quantities.
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12/21/2007
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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.
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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.
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BETA RELEASE 1.7.400.15
12/14/07
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12/13/2007
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Vehicle Manager
|
Since 1.7.400.11, in the Vehicle Manager / Maintenance
view, selecting Schedule Next Service was resulting in "Field
NextSchDate not found".
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BETA RELEASE 1.7.400.14
12/13/07
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12/13/2007
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Pricebook Import
|
Since, 1.7.300.56, importing of some books might fail with
'Field SaleType cannot be modified'.
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BETA RELEASE 1.7.400.13
12/11/07
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12/11/2007
|
SWAPI
|
The ARInvoiceUpdate command resulted in an access
violation if an attempt was made to
add a visit line, but the visit was already on another invoice, or if the
same visit was added twice to the same invoice.
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12/10/2007
|
AR Invoice - Counter Sales
|
Tags not resolving after posting inventory transactions on
counter sale invoices.
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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.
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12/3/2007
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Printed Workorder
|
Some fields (Agreement Type) were too narrow and
truncating data.
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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.
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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".
|
BETA RELEASE 1.7.400.12
11/28/07
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11/28/2007
|
Payroll Import Reconciliation Filter Setup
|
In import filter setup for deductions, new deductions may
not have had the amount or employee name columns available for setup. This has been corrected.
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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.
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BETA RELEASE 1.7.400.11
11/21/07
|
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11/16/2007
|
Job Summary Analysis Report
|
Added an option to include/exclude project job phase
summaries.
|
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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.
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|
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.
|
BETA RELEASE 1.7.400.10
11/12/07
|
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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 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.
|
BETA
RELEASE 1.7.400.9 11/05/07
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11/05/2007
|
Initial Beta Release
|
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