SuccessWare 21^® Version 1.7.7.x		Concept Guides and Additional Documentation
What’s New 1.7.7	Fixes 1.7.7		What’s New / Fixes 1.7.6

Latest Build: 1.7.700.41; 3/2/2010

What’s New in 1.7.700.32

· Batch Visit Cancel, Agreement Manager—The Agreement Manager has a new option for canceling visits in a batch. This may be useful for canceling old visits and realizing the revenue when many visits have been missed, you are not going to perform these visits at some time in the future, and the visits were not canceled when they were missed.

- Use the Visits Due view of the Agreement Manager to list visits through some Month/Year.

- Select the "UN"scheduled view filter. Do not select "SCH"eduled, "INV"oiced, or "CAN"celed. Scheduled, invoiced, and already canceled visits cannot be canceled.

- If you have any scheduled visits that you did not perform and would like to batch cancel those visits, select the "SCH"eduled filter. Review each scheduled visit individually and determine whether you want to cancel it. If you do not intend to perform the visit, remove it from the job (unschedule it) and determine what to do with the job: assign a different visit to the job, cancel the job, etc. Once you have unscheduled the visits, you may batch cancel them, using the "UN"scheduled filter.

- Be very careful to make sure that the visits being displayed are the visits that you want to cancel.

- It is suggested that you print a report of the visits that you intend to cancel. To print, right-click in the grid, and select "Print grid…".

- Right-click in the grid, select Cancel All Visits in View, and follow the instructions.

Note: This option requires the Batch Terminate user ability on the Customer Service page of User Group Setup. The Batch Terminate ability is configured for one time use only. An administrator will need to turn on the ability each time it becomes necessary to batch cancel visits. The ability will be on for the first login session after it is turned on for a user group and is automatically turned off for subsequent login sessions.

What’s New in 1.7.700.19

· Opportunities Report—The Opportunities Report has some now options:

- 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.

· Work Order Report— Added an option for Print Work Suggested Summary. When selected only those jobs whose invoice has work suggested entered will print.

What’s New in 1.7.700.9

· Permits - job type requirements— In the Job Type Reference Book, a field has been added to indicate 'Permit Required' for individual job types. When creating a job and assigning a job type, the job's 'Permit Required' will be set based upon the job type setting.

- Job Form: A '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.

- 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 brought in from the Job Type.

- 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 on this label to open the jobs permits.

· Discount Types using flat amount—Discount types in the Reference Library can now 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.

- 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. If you are using "Discountable items", a flat amount on the discount type is ignored since "Discountable Items" only functions as a percentage of the discountable line items.

- Agreement - The discount on an agreement can also be set up for a flat amount per repair, rather than as a percentage.

· Transactions and Finalized Jobs—New purchase orders, vendor invoices, and inventory requisitions are no longer allowed after job finalization, or if the job has been canceled. When finalizing, the user will be informed whether there are any open purchase orders or vendor invoices. If there are purchase orders that have not been received, the job may not be finalized.

· Pricebook - Pricing Setup— 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.

· Payroll - Posting payroll periods— 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.

· Wage Source Report— Added a new feature that allows the report to be printed by a user selected date range that can be different from the period start and end dates. Note: Payroll periods for the date range selected must still be created and prepared in order for the wages to show up correctly.

· Scheduling/Rescheduling Agreement Visits—New features have been added to the agreement form in order to enhance the scheduling and rescheduling of visits. Click here for more information

- A field has been added that allows simple, direct control of whether a visit should be projected for the beginning, or ending, month of the agreement when the starting month of the agreement is selected for visit scheduling.

- A new feature has been added that allows modification of the visit months assigned to an active agreement.

· Selective Invoice Tracking—You can now select which invoice series letters to track. This is useful if you only have a certain class of job that you want to track invoices for. Click here for more information.

· Dual Monitors (LAN users)—If you are running dual monitors on your workstation, SuccessWare21 can now be moved from one monitor to the other. Click here for more information.

Note: ASP users manage SuccessWare21 on multiple monitors through the use of Citrix windows.

· Inventory Overflow Posting—Expense posting for inventory overflow situations now posts to General Ledger using the department assigned on the source document (vendor invoice item). An inventory overflow situation occurs when the actual price on the vendor invoice is different than the expected cost on the receipt and inventory cannot be adjusted because the quantity affected is no longer on hand in inventory.

· Transactions and Finalized Jobs—New purchase orders, vendor invoices, and inventory requisitions are no longer allowed after job finalization, or if the job has been canceled. Likewise, a job can no longer be finalized if it has open purchase orders or unposted vendor invoices.

· Purchase Order Item Status Report—This new report aids in tracking Purchase Orders at the item-ordered level. With this report, you can easily see what items you have already ordered. The report breaks this information down so you can quickly see which are ordered, backordered, canceled, or received. This report can be found in the Purchasing section of the Report Gallery.

· Event Log / Related Events—The Event Log Related Events feature allows you to quickly find events related to a particular Job, Customer, or other source.  The Related Events option can be found under the ‘Open’ option on customer and vendor related forms (Agreement, A/R Invoice, Billing Account Detail, Billing Account History, Job, Location, Projects, Purchase Order, Receipts, Vendor Detail, Vendor History, Vendor Invoice). Selecting ‘Find Related Events…’ will open the Event Log form and prefill the ‘data type’ and ‘begins with’ fields. Then select ‘Show Events’ to view the related events. Access to this feature requires the View Event Log user ability in the Setup/Misc tab on the User Groups form.

· Cancel Job/Call Comments—Canceling a Job or Canceling a Call will now require a user comment. This user comment will be recorded along with the other information about the event in the event log.

What’s New 1.7.7

Fixes 1.7.7

What’s New / Fixes 1.7.6

Fixes made in 1.7.7.x

DATE	MODULE / FORM			DESCRIPTION
RELEASE 1.7.700.41 3/2/2010
2/26/2010		Vendor Invoice	On occasion, an error message reading 'Either Debit or Credit Must Have Value' would occur when trying to post a Vendor Invoice that was changed from the original Purchase Order. This would only occur on invoices that had changes to the cost of at least one inventory item where the quantity had been reduced to zero and therefore required an inventory overflow adjustment, and the invoice also had items for other departments where an inventory overflow adjustment was not necessary.
2/25/2010		SWAPI	An access violation error and possible SWAPI lockup would occur on an attempt to submit a memo field that was longer than 2500 characters. This limit has been increased to 25,000 characters.
2/24/2010		Agreement Anniversary Report	When running by Sale Date, the report was not including agreements that were set to start in a month subsequent to the Sale Date. Anniversaries now always reported on the anniversaries of the agreement Start Date.
2/23/2010		Call Taking	When using SW21Keys (CallerID) and multiple matches were found on the incoming phone number, selection of one of the matches would not populate the Call Taking form with the customer information.
RELEASE 1.7.700.40 2/19/2010
2/19/2010		Call Taking	On some systems, the error "Update failed" would occur when attempting to post phone calls.
2/17/2010		SW21Keys	The controls for generating sample macros (CID and CIDG) in the upper right of the form were not lighting up as expected when passed over by the mouse.
2/17/2010		SW21Keys, CallerID	Text is cutoff in some places on the forms, some also were not anchored properly when resizing the form.
2/16/2010		Trial Balance Report, Balance Sheet, and Cash Flow Statement	Accounts with no activity in the range of the report, but marked as Must Print were still showing in the reports after they were deactivated.
2/16/2010		Trial Balance Report, Balance Sheet, and Cash Flow Statement	Accounts with no activity in the range of the report, but marked as Must Print were still showing in the reports after they were deactivated.
2/11/2010		Find/Merge Locations, Find/Merge Billing Accounts	A "Field not found" error would sometimes occur when regenerating the list after merging locations or billing accounts from the find/merge utilities.
2/9/2010		Equipment Comparison Report	The serviced date range and install date range fields were not being enabled properly.
RELEASE 1.7.700.39 2/5/2010
2/5/2010		SWAPI	JobRequisitionedItemsQuery: new command for third party applications that can be used during invoice processing to determine what items have already been requisitioned for a job and how many of those items have been included on other invoices for the job. Third party applications can use this information to help determine which items to requisition for the current invoice. JobProgressList2Query: new command to replace the current JobProgressListQuery. The current command was returning in a format that was not consistent with the formatting of other swapi command results.
1/29/2010		Job, Job Summary, Invoice	Clearing the Salesperson on the job form was not updating the job's invoice (or quote), nor salesperson on the sales summary for sales jobs. Then when you put a salesperson back on, it also would not carry forward to the invoice (or quote) or sales summary. Clearing now works like a modification would. It will update the invoice (quote) and sales summary as long as the original values were the same.
1/29/2010		Account Register	The system was allowing cash box reconciliations to be posted out of balance if any of the amounts - either cash, check, or other - had been entered as a negative amount.
1/27/2010		SWAPI	The JobAdd command now allows adding of lead sources to SuccessWare21 by third party applications. In order to add a lead source when submitting a new job, submit lead source in the format "[+code|description]". If square brackets are used, the '+' must also be supplied for a new code to be added. Existing codes will not be changed.
RELEASE 1.7.700.38 1/27/2010
1/22/2010		Assignments Report	Assignments for job with multiple invoices would sometimes duplicate in the report. The group label and assignment information would sometimes overwrite each other at the top of a new page.
RELEASE 1.7.700.37 1/21/2010
1/21/2010		Online help	Help file update.
1/20/2010		SWAPI	JobPunch from a third party application was sometimes replacing the username of the person that scheduled a call to "api" even when no schedule changes were actually occurring.
1/19/2010		SWAPI	JobSummaryUpdate, when submitted as IsNoCharge with a non-zero TotalTicket, was returning a failure response with the message 'Invalid variant operation'. The message has been corrected to read 'Invalid value combination (TotalTicket=n, IsNoCharge=true)'
RELEASE 1.7.700.36 1/12/2010
1/11/2010		SWAPI	Corrected a bug that was causing some calls in the Call Center to appear with a Green Bar and a set of empty parenthesis. This would occur after job punching an assignment when the assignment's job had multiple calls.
1/9/2010		Agreement, Visits	Creating a new call for a visit, or canceling a visit, was not notifying other forms (Agreement Manger) that a change to visits had occurred so the other forms would not refresh as necessary.
1/9/2010		Agreement Manager	Removed the ability to batch cancel scheduled visits. Batch canceling these visits would leave open jobs in the system. It is better to evaluate each job individually and determine whether to remove the visit or not, and whether to cancel the job or not. Then, once scheduled visits are removed disassociated from the jobs, they can be canceled either individually, or in a batch.
RELEASE 1.7.700.35 1/7/2010
1/6/2010		SWAPI	Since 1.7.700.34, the JobPunch command was failing when a user tried to punch completed time.
RELEASE 1.7.700.34 12/28/2009
12/23/2009		Job	Will not allow a job to be saved or assigned without a valid job class, job type, and department.
12/23/2009		SWAPI	Messages for JobComplete will now include the current progress in the additional information. Added new commands: JobCancel, JobSchedule, JobNotesUpdate
12/23/2009		SWAPI, JobAdd command	Will accept unknown job class when enclosed in square brackets. Will accept empty job type and department. Will accept unknown lead source when enclosed in square brackets, and will add it to the item to the Lead source ref book.
12/11/2009		Callback Report	When printing the Summary option, group totals were being omitted.
RELEASE 1.7.700.33 12/9/2009
12/9/2009		Agreement, Agreement Manager	The Cancel All Visits option in the Agreement Manager was making an incorrect event log entry referring to the agreement being terminated. Canceling individual visits now also makes an event log entry.
RELEASE 1.7.700.32 12/7/2009
12/5/2009		Inventory Physical Count Sheet	Added item unit of measure to the report.
12/5/2009		Barcode Labels	Added item unit of measure to printed barcode labels.
12/4/2009		Agreement Manager	Added a batch visit cancel option to the Visits Due view.
12/2/2009		Employee List Report	Added pager email address to the report.
RELEASE 1.7.700.31 12/1/2009
12/1/2009		Pay Bills	Made sure the register account name field is cleared out when no bank account is selected (no default checking account set up).
11/30/2009		Purchasing Wizard	The purchasing wizard was locking up when attempting to create multiple PO's from a single item list. The program would hang when attempting to post the second PO.
11/30/2009		Reports	Some reports were not being setting up properly when "Print to File" was being selected from the print dialog. Some fields may have been missing. The reports included Sales Invoices, Sales Invoice Items, Service Location History, Open Receivables, Scorecard Reports, Agreement Deferral, Agreement Reserve.
11/24/2009		Marketing List Labels	On some printers, a character of the left-most column of labels may have been truncated.
RELEASE 1.7.700.30 11/20/2009
11/19/2009		Warehouse Stock Valuation Report	Added the ability to Print to File.
11/18/2009		A/R Aging, Open Receivables, A/P Aging, Open Payables Reports	Under certain circumstances, the first item for a customer/vendor would not show in the report.
11/18/2009		SWAPI	When Third-Party applications created a Renewal Agreement through SWAPI, the original Agreement was not being updated with the Renewal information. This has been corrected.
11/17/2009		Call Taking	Selecting a large number of visits for a single call would result in errors when posting a new call. This has been corrected.
RELEASE 1.7.700.29 11/16/2009
11/13/2009		SWAPI - BeginSession	Since 1.7.700, the value of <Enabled> has been returned as "true" (lower case "t"). Prior to 1.7.700 it was returned as "True" (upper case "T"). This change caused features of some third party applications (Vettro) to disable. We have reverted the BeginSession result to pre-1.7.700 behavior.
RELEASE 1.7.700.28 11/11/2009
11/9/2009		Wage Source Report	Some of the hours in the totals section were not being formatted properly. They always being displayed as hours:minutes, even when "Decimal Format" was selected.
11/9/2009		SWAPI	JobSummaryUpdate command has been updated to validate a the callback JobID and ensure that it is for the same location as the job being updated. Any invalid callback job links that had been submitted by third party applications have also been cleaned up.
RELEASE 1.7.700.27 11/6/2009
11/4/2009		Pricebook	On occasion, items from one category might have shown in another category's printed book. This could have occurred after importing certain combinations of pricebooks.
11/3/2009		SWAPI	Added additional fields to ScheduleQuery: Phone2, Phone2Ext, EmailAddress, LeadSource, Subdivision, JobProgress, and CallProgress.
10/28/2009		Item List Report	When exporting the report to text, columns were not lining up properly.
10/28/2009		Parts Valuation Report	Added the ability to save this Report to a text file.
RELEASE 1.7.700.26 10/23/2009
10/23/2009		Event Log	Improved the performance of the queries used for viewing the event log and for the login report.
10/22/2009		Job Summary	Improved the performance of a couple of queries that run when opening Job Summary.
10/20/2009		Pricebook	When deleting an overhead item, the error 'Invalid item type: "O"' would display and the grid would fail to refresh.
10/19/2009		"21" Main Menu	The link for Help (F1) was not showing an underline when mousing over it.
10/13/2009		Reports	Most reports were excluding prospects from generated marketing lists. Now if a prospect is in the report, he will also be included in the marketing list generated from the report.
		Invoice Cost Entry	Added a shortcut key for Commissions for Job, ctrl+shift+C.
10/13/2009		Agreement	Added a shortcut key for Create New/Renewal Invoice, ctrl+shift+I.
10/13/2009		Customer History	When a customer has many concern calls, more than about 75 or so, opening Customer History would result in a 'Invalid blob handle...' error.
RELEASE 1.7.700.25 10/6/2009
10/6/2009		Activation	Sometimes attempting to activate over the internet would fail with 'Could not load SSL library' error.
10/6/2009		Inventory Transactions Report	Vendor No and Vendor Name, when present (REC and INV transactions), was printing over top of other information in the report.
10/2/2009		Main Menu	Added a link to SuccessWare21 Help (F1) on the "21" Main Menu.
10/2/2009		Account Register	After making a payment (or adjustment, etc.), the selected button is still be focused. In 1.7.600, pressing Enter would reopen the payment (or adjustment, etc.) form. In 1.7.700, Enter was opening Register Item Review for the selected item in the grid. We have reverted this behavior to that of 1.7.600 which is consistent with most of the other forms in the software.
9/29/2009		Event Log	Added log entries and a new event type for Unfinalizing a Job.
9/28/2009		Receipt/Invoice Integrity Report	The word "inspected" was misspelled in the report heading.
9/28/2009		Balance Sheet Report	On some systems, the section for other assets was labeled "OtherAssets" (without the space).
9/28/2009		SWAPI	Added JobSummaryByIDQuery and JobSummaryByIDUpdate commands. This command functions the same as the JobSummaryQuery/Update commands, but is keyed using JobID instead of the JobNo field.
9/25/2009		Pricebook	It was possible to add an item to a category with no groups. This resulted in an item with no assigned group or item type that could not be modified or deleted.
9/22/2009		Timecard	When an apprentice's timecard entries were being created from a call, the Department would always be set to the employee's default department instead of the call's department.
RELEASE 1.7.700.24 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.
9/21/2009		Inventory	Modified display formats for quantity on hand in the Parts view of the Inventory Manager and in Item Value Correction to show four decimal places. Modified display format for Min/Max in the Parts view of the Inventory Manager to show one decimal place to be consistent with the Stock view.
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 1.7.700.23 9/14/2009
9/14/2009		A/R Invoice	On multi-page invoices, sometimes the Amount Due on the return stub would incorrectly show $0.00.
9/11/2009		Management Comparison Report	When using detail options in the report, sometimes results would show in 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	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.
9/10/2009		SWAPI	The SWAPI Heartbeat service was failing to start since the upgrade to 1.7.700.
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		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		Reference Library	Occasionally, 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.
9/9/2009		F1 Help	Help file update.
RELEASE 1.7.700.22 9/8/2009
9/4/2009		User Groups	Extended the "User Manager (view)" ability to allow read-only access to User Group ability details and renamed the ability to "Users/Groups (view)".
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.
8/27/2009		Inventory	Some items set to deactivate were not automatically becoming inactive when reaching zero on hand in all warehouses. We found this occurring from item value corrections. If an item in less than zero error state was set to deactivate, the item will not become inactive when it reaches zero on hand in all warehouses because of the quantity error state. Doing an item value correction was clearing the error state, but was not setting the item inactive. It will now also cause the item to deactivate.
8/26/2009		Customer Opportunities Report	The icon was missing from the Marketing List button.
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 1.7.700.21 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.
8/19/2009		Pricebook Pricing Setup	The Copy button, visible when editing a custom setup, was overlapping the Matrix button. When the form was resized, the Matrix button would shift and overlap other buttons on the form.
RELEASE 1.7.700.20 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.
8/14/2009		Open Receivables Report	When using the Balance as of End Date option, the report would fail with 'Parameter object is improperly defined'.
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 1.7.700.19 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.
8/10/2009		Merge Location and Billing Account Utility	Addresses with the same data in the Address 1 field, but different data in the Address 2 field, such as different apartment numbers, were always being listed as potential merge candidates. An option has been added that will allow Address 2 to be used or not used in the search for matches. This default setting is to use Address 2 in the comparisons.
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 1.7.700.18 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 1.7.700.17 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.
BETA RELEASE 1.7.700.16 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.
7/13/2009		Job Notes	When opening Job Notes from the Call Center Call Manager grid, the cursor would sometimes appear in the wrong location.
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.
BETA RELEASE 1.7.700.15 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 1.7.700.11.
7/1/2009		Account Register - Check Export	Added Wachovia Positive Pay export file format.
BETA RELEASE 1.7.700.14 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'.
BETA RELEASE 1.7.700.13 6/15/2009
6/15/2009		Commissions Report, Inventory Movement Report	Error 'A component named ppParameterList1 already exists' would occur whenever attempting to run the report.
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.
BETA RELEASE 1.7.700.12 6/5/2009
6/4/2009		SWAPI	The ScheduleQuery command has an addition parameter, CallDate, that will allow third party applications to retrieve all calls on the requested date. When using the current date parameter, only calls assigned to a tech at a specific time of day are returned.
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 1.7.700.11 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.
5/11/2009		Call Progress	The Complete button was continuously flashing.
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 change 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.
5/6/2009		SWAPI	ScheduleQuery: Added Zone to 'where' options, added new fields to the result. All commands: added FilterDesc and OrderByDesc attributes to result.
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 1.7.700.10 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 1.7.700.9 4/15/2009

What’s New 1.7.7

Fixes 1.7.7

What’s New / Fixes 1.7.6