|
DATE
|
MODULE / FORM
|
DESCRIPTION
|
RELEASE 1.7.600.33 9/22/2009
|
|
9/22/2009
|
SWAPI, JobSummaryUpdate
|
Opportunity Code is required only if the SuccessWare
installation has Opportunity Codes setup, and Lead Generated or Opportunity
Generated is true.
|
|
9/16/2009
|
Agreements
|
On some systems when attempting to add new Visit Types
in the Reference Library, an error would occur indicating there was a
duplicate Visit Type, even though there was not.
|
|
9/15/2009
|
Inventory Transaction Report
|
On some systems Vendor Invoice or Receipt information
was being improperly associated with inventory transactions on the report.
When filtering by adjustment code, Receipts and Vendor
Invoices cannot be selected. These
options are now disabled if an Adjustment Code filter has been entered.
|
RELEASE 1.7.600.32 9/14/2009
|
|
9/11/2009
|
Management Comparison Report
|
Some settings on the report were showing results with
no logical order. We've set the report
to sort the results based on what the data is being grouped by.
|
|
9/11/2009
|
SWAPI/Pricebook
|
Deactivating or re-activating all items for a category
or group in the pricebook was failing to mark the items as modified for third
party application notification.
Changing a category code or group code in the
pricebook was failing to mark the updated items as modified for third party
application notification.
|
|
9/10/2009
|
SWAPI
|
If a third party agent had registered multiple URL's
for SWAPI messaging, some messages would be skipped and not sent.
|
|
9/9/2009
|
User Manager
|
The User Manager form, if open, would remain open
after using the "key" button to log out of SW21, and log in
again. Same for the Vehicle Manager.
|
|
9/9/2009
|
SWAPI
|
Deleting of a part item from the inventory manager was
not generating a message for third party notification.
|
|
9/9/2009
|
Reference Library
|
When adding a new Agreement Type to the reference
library, an error would occur, indicating that there may be a duplicate item,
even though there was not. This has
been corrected.
|
|
9/9/2009
|
F1 Help
|
Help file update.
|
RELEASE 1.7.600.31 9/8/2009
|
|
9/4/2009
|
Job Summary
|
When opening the Sales Summary on a sales job, an
hourglass would sometimes appear and never go away. This was happening after the Follow Up
Notes fields for the job had been entered and then removed.
|
|
9/2/2009
|
Open Receivables Report
|
Under certain circumstances (missing billing customer
memo record), open receivables might have been missing from the report.
|
|
8/27/2009
|
Marketing List from the Opportunities Report
|
(MS Access only) A list when generated from the
Opportunities Report would be missing the customer location information.
|
|
8/25/2009
|
Account Register
|
Added a new check export format for Wachovia Positive
Pay, Wachovia Connection format.
Renamed the current Wachovia export to indicate that
it is the Wachovia Direct Transmission format.
|
|
8/21/2009
|
Opportunity Report
|
The Group Totals were accumulating from previous
groups instead of resetting to zero for each new group.
|
|
8/20/2009
|
SWAPI
|
HistoryQuery was previously limited to returning 10
rows. Now, all history is
returned. Third party applications can
control the number of rows returned by submitting the Max option.
|
RELEASE 1.7.600.30 8/20/2009
|
|
8/20/2009
|
Tech Productivity Report
|
The Tech Productivity Report would show invalid item
counts for very large groups.
|
|
8/20/2009
|
Customer Opportunities
|
Since the last build, attempting to add an opportunity
to a customer would fail with the error "1 error occurred while applying
updates...".
|
|
8/19/2009
|
SWAPI
|
Serial Number has been added to the invoice item
detail dataset of ARInvoiceUpdate so that third-party software applications can
now submit the serial number information for a parts item.
|
RELEASE 1.7.600.29 8/18/2009
|
|
8/17/2009
|
Opportunity Manager
|
Opportunities were not updating correctly if the changes
being made would cause the record being modified to be filtered out after
posting - e.g. abandoning an opportunity when filtered for open opportunities
only, changing the salesperson when filtered by salesperson, etc.
|
|
8/13/2009
|
Sales Job Summary
|
Since the last build, some errors, "cannot
focus", etc. might have occurred when using the Create Job / Open Job
button.
|
RELEASE 1.7.600.28 8/13/2009
|
|
8/11/2009
|
Job Form
|
When finalizing a sales job, there is now a confirmation
dialog warning when the job was sold and the associated installation job has
not been created.
|
|
8/11/2009
|
Sales Job Summary
|
The Create New Job / Open Related Job button was disabled
and not available on a closed/finalized Sales Job after anohter recent
change. The button has been moved to
the bottom button panel.
|
|
8/11/2009
|
Management Comparison Report
|
"Collected" amount was completely omitting
customer deposit transactions.
|
|
8/7/2009
|
Work Order Report
|
Added an option for Print Work Suggested Summary. When selected only those jobs whose invoice
has work suggested entered will print.
|
|
8/7/2009
|
Opportunities Report
|
Added options to the report for printing follow up
(scheduled) and unscheduled follow up.
When using these options the date range is based upon follow up date
instead of opportunity date.
Added an option to show information from the
opportunity generating job. Added fields include job no, work done, and work
suggested.
|
|
8/7/2009
|
Work Order Report - Print Summary option
|
The report has an option for Include Notes. Notes were being printed regardless of whether
the Include Notes option was selected or not.
|
|
8/7/2009
|
Opportunity Report
|
Follow up notes and follow up history notes were
printing regardless of whether the options to include notes were selected or
not.
|
RELEASE 1.7.600.27 8/5/2009
|
|
8/4/2009
|
Job Form, Call
Center
|
Previously, users could try to cancel a Job or a Call
that had already been canceled.
|
|
8/4/2009
|
AR Invoice Form
|
When editing a Line Item's Details, the Labor
indicator would not update to reflect whether there was any uninvoiced labor.
|
RELEASE 1.7.600.26 8/3/2009
|
|
7/31/2009
|
Opportunity Manager
|
Made several improvements to improve performance of
opening and refreshing the grid views.
|
|
7/30/2009
|
A/P Item Distribution Report
|
You can now select whether to include Posted Invoices
on the report as well as Uninvoiced Receipts.
This allows for either one of the choices individually or both
together.
|
|
7/28/2009
|
Invoice Item Detail Report
|
When grouping by Location ID, Project Invoices were
not being grouped properly. This has
been corrected.
|
|
7/27/2009
|
Barcode Label Printing
|
Made several improvements to the Label Setup.
-It was often reporting that the selected fields would
not fit on the label even though they would fit.
-Modified label from "Required Label Height"
to "Minimum Label Height" for clarity.
-Corrected internal calculations for Rows/Page and Row
Height.
-Added range validation on Row Spacing.
|
|
7/27/2009
|
Invoice Item Detail Report
|
Grouping by Location ID would generate an error
indicating that the LocationID field could not be found.
|
|
7/24/2009
|
Opportunity Report
|
When printing reports with a large number of opportunities
included, the follow up information would be omitted from some of the
opportunities.
|
|
7/22/2009
|
SWAPI
|
SWAPI was not properly setting the Pay Type and Salary
Expense Type for timecards entered through Third-Party Software causing the
labor to be omitted from the Job Cost Analysis Report when not using the
payroll module.
|
RELEASE 1.7.600.25 7/17/2009
|
|
7/17/2009
|
Comm
Center
|
Access to the Comm
Center from the SW21 Toolbar was
more restrictive than it was from the Call Center,
which only requires any access to Customer Service Data. The same level of security is now enforced
when accessing Comm
Center from the
toolbar.
|
|
7/16/2009
|
Permit Report
|
Status filters were not working correctly.
|
|
7/13/2009
|
General
|
(LAN only) When launching, check midas.dll version and
update to version 10 if not updated already.
|
|
7/10/2009
|
SWAPI
|
Paged queries (e.g. PricebookItemQuery) will now
return one blank page, e.g. page 1 of 0, 3 of 2, etc., before throwing an
error. This will allow third party
apps to stop requesting pages after the empty first page
(pageno>=pagecount) eliminating unnecessary SWAPI error results.
|
|
7/9/2009
|
Agreement Manager Form
|
When printing renewal notices, an 'invalid lock'
message was displayed once the operation completed. This did not cause any failure in the
operation. The message is no longer displayed.
|
|
7/9/2009
|
Vehicle Service Form
|
On occasion, the Vehicle Plate Number was not showing
in the vehicle description as it should.
|
|
7/9/2009
|
Opportunity Manager
|
Corrected an issue where abandoning an opportunity would
fail while the 'open' filter was active in the view. The opportunity appeared to have been
abandoned, but would come back once the Opportunity
Manager was refreshed.
|
RELEASE 1.7.600.24 7/7/2009
|
|
7/1/2009
|
Main Toolbar
|
Custom toolbar button settings were no longer saving
when closing with the toolbar close ("X") button since 1.7.600.20.
|
|
7/1/2009
|
Account Register - Check Export
|
Added Wachovia Positive Pay export file format.
|
RELEASE 1.7.600.23 6/30/2009
|
|
6/29/2009
|
AR Invoice
|
Importing of timecard labor was not always working
correctly when performed from the main invoice screen. The labor would import, but the timecards
were not always updated correctly, causing the system to report that there
was still un-invoiced labor.
|
|
6/26/2009
|
Task Detail
|
StdLaborCost was not always calculating
correctly. Depending on the value of
standard labor cost/hour and the duration of the task, it would sometimes be
off by 10 cents or so.
|
|
6/26/2009
|
Job Permits Report
|
The report would get stuck continuously generating
pages, never completing.
|
|
6/22/2009
|
SWAPI
|
Message notification for vendor refbook modifications
were not being formatted properly.
Modified the message for vendor changes to be consistent with messages
for other reference books: SourceType='refbook' and SourceID='Vendor'.
|
RELEASE 1.7.600.22 6/17/2009
|
|
6/12/2009
|
SWAPI
|
The ARInvoiceUpdate command was auto-inserting workdone
notes based upon line items, even if workdone notes had been previously
submitted via JobSummaryUpdate. Now
ARInvoiceUpdate will only replace previous auto-inserted notes, or will
auto-insert new notes if workdone has not been previously submitted.
The VendorQuery command can now be submitted with an
optional VendorName parameter to assist searching for a vendor.
|
RELEASE 1.7.600.21 6/5/2009
|
|
5/28/2009
|
Agreements
|
Creating a Marketing List from the Agreement Manager would
list inaccurate billing accounts if the original Agreement customer had moved
away and a new customer was in the same location with the same
agreement. A similar problems was also
corrected in the Agreement List report.
|
BETA RELEASE 1.7.600.20 5/22/2009
|
|
5/15/2009
|
Pricebook
|
When including tax in task prices, price levels for
some tasks would be a penny higher than they should have been. This would
become apparent when using the price override for the task and a
"standard price" price level - i.e. one with no up or down price
adjustment.
|
|
5/14/2009
|
SWAPI
|
Standard Hours is now being set when visit line items
on the A/R Invoice are submitted from third party applications.
|
|
5/8/2009
|
Version Updates
|
Improved error reporting when any updates fail due to
server or database unavailability.
Errors will clearly identify which databases are inaccessible.
|
|
5/8/2009
|
GL Chart of Accounts Conversion
|
A recent change to the account type for miscellaneous
income accounts was not applied to the chart of accounts conversion
utility. As a result, the utility was
reporting an account type mismatch when mapping the miscellaneous income
accounts.
|
|
5/7/2009
|
Dual Monitors
|
With a multi-monotor setup, when using Add Timecard
Labor (CTRL+SHIFT+T) from the A/R Invoice form, the Select Timecard Entries
screen was not always showing on the same monitor as the invoice.
Several reports were not always showing on the correct
monitor in a multi-monitor situation.
|
|
5/7/2009
|
Job
|
A recent changed removed the ability to Close and
Finalize a job all in one edit/save cycle.
Since the change, it was necessary to Close, Save, Finalize. The Finalize option has been added back
into the popup menu that is available when closing a job, so that jobs can
again be finalized without the intermediate Save.
|
|
5/5/2009
|
Call Progress
|
After uncompleting a call in order to make changes to times,
and assignments are still all complete, you will now be prompted "Is
Call Complete?" when saving changes so that it will no longer be
necessary to remember to re-open Call Progress and "Complete Call".
After completing an assignment, in addition to being
able to make changes to that assignment before saving which was a change in a
recent update), you will also now be able to add additional assignment(s)
without being required to save the first change and re-open Call Progress.
|
|
5/5/2009
|
Vendor Invoice
|
Under certain circumstances, Make Recurring might have
failed with 'Cannot insert NULL value...' error.
|
|
5/5/2009
|
QuickStart
|
When running QuickStart on a new company, sometimes attempting
to save Company Setup would fail with the error 'Syntax error in INSERT INTO
statement'.
|
|
5/1/2009
|
Call Progress Form
|
Added a Hotkey shortcut to the 'OK' button.
Added the Job Summary button to the list of buttons that
can be reached by tabbing.
|
BETA RELEASE 1.7.600.19 4/22/2009
|
|
4/21/2009
|
SWAPI
|
Changing the Group or Category by dragging an item, or
items, into a new group in the Pricebook form was failing to indicate to third-party
applications that an update was needed for that item or task.
|
|
4/20/2009
|
GL Budget Integrity Check Utility
|
The budget integrity check utility (introduced in
1.7.500.40) was sometimes incorrectly indicating some budget item as suspect due
to a miscalculation of the original income statement amount.
|
|
4/16/2009
|
Opportunity Manager
|
Sometimes modifications to opportunities could cause
an "Invalid Lock" error to display.
One situation where this could have occurred was when abandoning an
opportunity while the Open filter was activated.
|
BETA RELEASE 1.7.600.18 4/15/2009
|
|
4/14/2009
|
Purchase Order Item Status Report
|
Added ability to sort and group by PO Status and PO
Item Status.
|
|
4/14/2009
|
SWAPI
|
Added the "TaxBill" field to AgreeTypeQuery
so that third party applications can default new agreement invoices as
taxable / not taxable appropriately.
|
|
4/13/2009
|
Job
|
When canceling a Job, the popup menu was not being set
properly causing an inability to use either the popup menu or the shortcut
keys (CTRL+Enter and ESC) to Save or Undo the job.
|
BETA RELEASE 1.7.600.17 4/13/2009
|
|
4/9/2009
|
Event Log
|
The option to print a grid report has been added. Right-click on the grid to access this option.
|
BETA RELEASE 1.7.600.16 4/09/2009
|
|
4/9/2009
|
Sales Summary
|
The text 'pnlSalesTop' was showing in the center of
the form. This caption has been removed.
|
|
4/7/2009
|
Successware21 Toolbar
|
The Toolbar was not resizing properly on computers
where the Windows Taskbar had been moved away from its default position at
the bottom of the screen, causing some of the SuccessWare21 toolbar to be
hidden behind the Taskbar.
|
|
4/7/2009
|
Agreement Status
|
The agreement status form could be closed without
saving changes when using "Edit Commissions" on an active
agreement. Now you will be prompted to
Save or Undo changes before closing.
|
|
4/6/2009
|
Agreements
|
A new checkbox for CSR sales has been added to the
Agreement form and the Agreement Status form. This field can be used to
indicate whether an agreement was sold by a CSR. This field is also displayed in the Agreement
List report.
|
|
4/2/2009
|
Payroll Period Reconciliation
|
When adjusting the reconciliation for a posted payroll
period, if you changed a disbursement to a value of 0 and re-posted,
attempting to adjust the reconciliation a second time would fail with 'G/L
post date missing' error.
|
|
4/1/2009
|
Check Export
|
Export formats (e.g. Bank of America) that do not
always require a Bank Code were failing with errors if no Bank Code was
supplied.
|
|
3/31/2009
|
G/L Reset
|
A password is now required to Reset the G/L activation
date. You can obtain this password by calling Successware Support.
|
BETA RELEASE 1.7.600.15 3/26/2009
|
|
3/26/2009
|
A/P Invoice
|
Since 1.7.600.14, A/P invoices could not be
saved. "'' is not a valid
integer" error would occur when attempting to save.
|
|
3/25/2009
|
Call Report, Jobs Taken Report
|
Added Location Type to the filters, sorting, and
grouping options.
|
|
3/25/2009
|
Customer History
|
If a customer has any concern calls, they can now be
opened directly from the Customer History form. Simply right-click on the concern call you
want to open and select 'Open Phone Call'.
|
|
3/25/2009
|
Inventory Manager
|
The Warehouse tab and the Parts tab will now both
default initially to 'Active Only' filters.
|
|
3/25/2009
|
A/R Invoice
|
Users will no longer be prompted when posting an
invoice about continuing without a Series letter, when Invoice Tracking has
been set to Select All.
|
|
3/25/2009
|
Permits, Job, Finalizing
|
Modified 'Job Permits' report to include jobs that
require permits, but have not yet had permits entered into the system.
Jobs cannot be finalized if any open permits exist, or
if the job requires permit(s) but permit(s) have not been recorded.
|
BETA RELEASE 1.7.600.14 3/25/2009
|
|
3/24/2009
|
Customer Payment History Menu, Invoice Credit Form,
Project Billing Page
|
The payment history menu was not behaving properly when
selecting cash or check. The label for
additional information is supposed to change to 'collect from' or
'check#'. This has been corrected.
|
|
3/24/2009
|
Sales Analysis Report
|
When grouping by Job Lead Source, project invoices were
all being lumped into <None>, instead of being accumulated into the
proper lead source grouping.
|
|
3/23/2009
|
A/R Invoice Printing
|
The item description will now word-wrap to display the
entire detail, rather than cutting off anything that will not fit onto one
line.
|
|
3/23/2009
|
Inventory
|
When an item that has been marked as inactive is
returned from a job, it will now be temporarily marked as active, until the
quantity on hand returns to zero.
|
|
3/21/2009
|
Invoice List Report
|
Added location name and address to sort/group fields.
|
|
3/20/2009
|
Job, Job Manager, Call Center
|
The Job Materials menus were not showing the status of
canceled purchase orders correctly.
Also, added text for showing status "Not Ordered".
|
|
3/20/2009
|
SWAPI
|
Improvements have been made to the Messaging system to
alert Third-Party applications about changes within SW21. Messages were not being sent for changes to
Employees, Agreement Types made by Save as Template in the Agreement,
Vendors, Warehouses, Cities/Zips. A
message has also been added when an item is deleted from the Pricebook.
|
|
3/20/2009
|
Equipment Form, Units Form
|
Added a button to toggle between the grid and the
equipment detail views.
Added a button to add a warranty.
Added a prompt to confirm when the insert key is press
for new equipment. Note that clicking
the new equipment button will not result is this prompt.
|
|
3/20/2009
|
Customer History
|
When editing archived history the OK button had to be
clicked, the shortcut 'enter' was not in effect. This shortcut has now been implemented.
|
BETA RELEASE 1.7.600.13 3/19/2009
|
|
3/18/2009
|
Call
Center
|
When trying to open the right-click popup menu or use
a shortcut key that activates an item on the menu (e.g. Employee Timecard)
when a non-job assignment had been selected, the program would seem to stop
responding.
|
|
3/16/2009
|
Agreement
|
The discount on an agreement can also be set up for a
flat amount per repair, rather than as a percentage.
|
|
3/16/2009
|
A/R Invoice
|
When doing an invoice discount and a discount type
that is set up for a flat amount is selected, the discount amount for the
invoice will be set to the amount on the discount type.
|
|
3/16/2009
|
Discount Types Reference Book
|
Added the option for discount type codes to be set up
for a flat amount, rather than as a percentage. A single discount type can be set up with
either a flat amount or a percentage, but not both.
|
|
3/16/2009
|
Agreement Anniversary Report
|
This report can now be run over a series of months,
instead of just for a single month at a time.
Added Sort/Group options for the Anniversary Month and
the Starting Year of the agreement.
|
|
3/13/2009
|
Call
Center
|
Similar to the text on the Permit button added to the
Job form, the status of permits will be displayed on the call info panel at
the bottom of the call center. Click
this label to open the jobs permits.
|
|
3/13/2009
|
Permit Form
|
By checking the 'Permit Required' button in the lower
left hand corner, you can modify the Permit Requirement for the specific
job. This is your override to the
setting from the Job Type.
|
|
3/13/2009
|
Job Form
|
'Permit' button has been added. The label on this button will describe the
status of the jobs permits: it will indicate the number of permits, or show
'Permit Required' if required and permit(s) have not been created.
|
|
3/13/2009
|
Job Type Reference Book
|
A field has been added to indicate 'Permit Required'
for individual job types.
|
|
3/13/2009
|
User Abilities
|
Customer Service | the 'Modify Permit Requirement' has
jut been added. This ability controls
weather or not the user can modify the 'permit required' status on individual
jobs overriding the Job Type setting.
|
BETA RELEASE 1.7.600.12 3/13/2009
|
|
3/12/2009
|
Job Form
|
Added a check to prevent the job class from being
changed from, a regular job class to a sales job class, if there are any
Purchase Orders or Vendor Invoices attached, since sales jobs are not allowed
to have PO's or vendor invoices.
|
|
3/12/2009
|
Purchase Order
|
It was possible to cancel a PO
that has an unposted receipt, then post the receipt. This would result in a canceled PO with items received which is not allowed. Now when canceling, the system will check
for attached receipts/vendor invoices and prevent canceling until the
attached receipt/vendor invoice is first canceled/deleted.
|
|
3/11/2009
|
Sales Summary
|
The sales summary is now disabled by default if the
job is completed, closed or finalized.
Once the sales job in finalized, sales summary can no longer be
edited.
|
|
3/11/2009
|
Customer
|
The History indicator would not indicate a customer
had any history when the only history was archived (converted) history.
|
|
3/11/2009
|
Purchase Order
|
Added order status options - Close, Reopen, Unorder,
etc. - to main form menu (active only once the PO
has been ordered).
|
|
3/11/2009
|
Call Progress
|
When all assignments had completed times, but before
the changes have been committed (OK'd), the grid would become
"locked" and it was no longer possible to make corrections to the
assignment times if something had been entered incorrectly.
|
|
3/11/2009
|
Inventory Returns
|
If an item was deactivated and an attempt was made to
return the item to inventory from a job, it was possible that the return
would have been created with a different item number if there were
similarities between the two item numbers.
For example, if the inactive item was 112B90 and another item was
112B90C, a return for 112B90 would have resulted in a return for 112B90C
instead.
|
|
3/10/2009
|
Agreement
|
If specific days of the month are set up for agreement
periodic billing, the agreement form was not adhering to the setup days if
agreement templates which included the billing method were not being used or
if the billing method was being changed to periodic billing from something
other method.
|
|
3/10/2009
|
Call Progress
|
Closing the Call Progress form prior to saving now
prompts to save or cancel changes before closing.
|
|
3/10/2009
|
A/R Invoice Item Detail
|
There was a conflict in the ALT+L shortcut key. Both the Call button and Labor button were
labeled with the ALT+L shortcut. Only
Call would respond to the keystroke.
That functionality has been maintained since it is consistent with the
main A/R Invoice form, but the shortcut for Labor has been changed to ALT+B.
|
|
3/10/2009
|
Call
Center
|
After using the Needs Attention button to view Needs
Attention calls in the Call Manager, clicking the button again will return
the Call Manager to its previous view.
|
|
3/10/2009
|
G/L Setup, Quick Start, G/L Account Setup
|
Modified positioning of the instruction panel to avoid
hiding any information displayed in the form.
|
BETA RELEASE 1.7.600.11 3/10/2009
|
|
3/6/2009
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Job Form, Project Billing, A/R Invoice Credits
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Customer Payment Method menu has been reformatted to
include only unique credit card payment history and eliminate non credit card
history. Cash and Check payment types
have also been added to the top of the menu for quick selection.
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3/6/2009
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Job Form, A/R Invoice (Agreement lookup menu)
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Modified to show only active agreements
initially. If there are expired
agreements, they can now be found in a submenu.
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3/6/2009
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Customer History
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There is now a button to access the Archived History.
In the Archived History view, a button has been added,
to make it easier to 'Add History'.
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3/5/2009
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Receipt Form
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The Auto Allocation option was not always available
when it should have been. You had to
enter and exit the Amount field in order to activate it.
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3/5/2009
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Call
Center
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When first opened, if the default view is the
horizontal view, the visible hours were not properly adjusting to the saved
setting - for example 19 hours might display even though the saved preference
was set for say 9 hours.
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3/4/2009
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Agreement Manager
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Using the Up/Down arrows to adjust dates was not
causing the 'Apply' and 'Cancel' buttons to appear in order to be able to
apply the filter changes.
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3/3/2009
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Job - Finalizing
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The requirement that all purchase orders be closed and
all vendor invoices be posted before finalizing a job was too
restrictive. A delay in receiving
vendor invoices should not prevent finalizing a job. Now the system will report whether any
purchase orders are open or any vendor invoices are unposted, but will only
prevent job finalization if inventory counting is active and any purchase
orders are not fully received.
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3/3/2009
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Call
Center
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Changed the label for the 'Continue' menu option to
'Add Call' in order to be consistent with the same function in the Job Form.
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3/3/2009
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A/R Invoice Form
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Added a button next to the invoice dropdown button to
create a new Invoice for a job or project.
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3/2/2009
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G/L Budget - Check Budget Integrity utility
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Some budget items were incorrectly translated into a
debit or credit amount based upon the account type and whether a positive or negative
value was entered for the budget amount. As a result, budget values may have
been showing incorrectly on the Income Statement Report. If this inconsistency is detected, the
utility will automatically pop up whenever running the Income Statement Report
or opening Budget Setup.
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3/2/2009
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A/R Invoices
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When adding a new Task item, the 'TX' field would
always default to false. It will now
default to whatever the last item was set to, in order to speed up item entry
on invoices.
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2/26/2009
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Job Form, Job Manager Form, Call Center
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When trying to open a new or existing Purchase order,
Requisition, Return, or Vendor Invoice from a job, the menu would appear and
hang in midair. If it only had one or
two items on it, it would be easy to overlook. This menu has been converted to a submenu
to reduce confusion.
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2/26/2009
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A/R Statement Report
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When a statement report covers multiple pages, the
data for a single receivable item may have been split across the page break.
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2/25/2009
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A/R Invoice Detail, Cost Plus, Cost Detail
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On the A/R Invoice Detail form, the part, labor, and
misc buttons to control the detail grid view, all had checkboxes which when
checked indicated there was detail in for that item type. Checking the box had no affect and did not
select the button. This was misleading and confusing for some users
so the checkboxes have been removed. Now,
the checkboxes have been removed and the image changes when there is detail
for that item type and the selected button will remain depressed.
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2/25/2009
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Item Numbers
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The label for Item No in the invoice form, pricebook
item search, and invoice item detail have been changed for consistency.
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BETA RELEASE 1.7.600.10 2/24/2009
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2/24/2009
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Invoice Line Item Cost Entry
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Added 'Reported Hrs' field to the Labor itemization
area. This field shows the Reported
Hours as submitted from the field by third-party applications, such as
SWRemote Tech.
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2/20/2009
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Opportunity Manager
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Added the ability to sort by Name in the grid and grid
report.
The grid report was truncating the printed text values
for Status.
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2/20/2009
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SWAPI
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Adding items to an Inventory Count document would fail
when validating the item, if it was not part of the stock on the warehouse
that was being counted, but was part of the stock for some other warehouse.
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2/20/2009
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Pricebook - Pricing Setup
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Added a new feature in pricing setup for task price levels
that allows the user to specify whether a percentage +/- should be applied to
Parts, Labor, and/or Misc independently.
Previously, the percentage would always be applied to the total task.
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2/20/2009
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Payroll Posting
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Payroll periods can now be posted on the Period End
Date. This can be useful if you
typically must close your general ledger fiscal period before the end of the
payroll period. If you choose this option,
you would want to consider whether to make manual journal entries for wages
accrued through the end of the month.
Select this option under the G/L tab of the Payroll Setup form.
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2/19/2009
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Job Summary
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Some users, on occasion, were experiencing problems
editing the Job Summary. The mouse
icon would display as an Hourglass, and would not return to the normal arrow.
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BETA RELEASE 1.7.600.9
2/18/2009
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