SuccessWare21^® Version 1.7.9.x		Concept Guides and Additional Documentation
What’s New 1.7.9	Fixes 1.7.9		What’s New / Fixes 1.7.8

Latest Build: 1.7.900.54; 3/12/2012

What’s New in 1.7.900.49

· Reports— New file output options, including Bitmap, JPEG, Word, Excel, and others..

What’s New in 1.7.900.37

· Periodic agreement billing, duplicate charges— The Agreement Manager now has a feature for identifying agreement billings that should be allowed to go through XCharge processing even though the charge might appear to be a duplicate – same card number and billing amount. XCharge processing normally fails for invoices where the dollar amount and credit card number are the same as another payment made within a 15 minute time window. This is an XCharge feature designed to prevent inadvertent duplicate billing. However, a need for duplicate billing can occur when the same billing account is responsible for many agreements at different locations.

- In the Per Inv view of the Agreement Manager, when a payment has been declined due to a “duplicate” failure, if you determine that the duplicate needs to be allowed, right-click on the invoice and select “Allow Duplicates”. The agreement will be flagged to allow the duplicate charge for this particular invoice, and for all future invoices.

What’s New in 1.7.900.34

· Location List and Location History reports—These reports now have a greatly improved ability to report on archived (converted) history.

What’s New in 1.7.900.27

· Purchasing Wizard—Several changes have been made to the Purchasing Wizard regarding department in order to make the wizard more flexible.

o When creating an item list for a Restock Purchase Order based upon usage, there is a new option to allow the department to be assigned based on the department in which the parts were used (requisitioned).

o Department selection for the item list has been moved to the pages used when creating either a simple list or a restock list.

o Department now shows in the item list detail and may be modified on a line by line basis.

o The department identified on the line item detail is now used when creating purchase orders. The department is no longer selected/modified when the option to Create PO’s is selected.

o When editing item list detail, there is also an option to set all lines to the same department as the currently selected item.

What’s New in 1.7.900.25

· Legal Company Name—SuccessWare21® now supports setup of a legal company name. The legal company name, if present, will be used for printing on 1099-MISC forms, and can also be configured to print on checks when printing checks on blank check stock. Click here for more information.

· Vendor on Purchase Orders—There is now a user ability that controls whether a Purchase Order can be entered without a vendor assigned. The user ability can be found on the Purchasing/Receiving tab of User Group Setup. Previously, a vendor was not required until it was necessary to put the PO into an Ordered status, or receive the PO. Now if the ability is disabled, a new PO cannot be saved until a vendor is assigned.

What’s New in 1.7.900.19

· Category and Group added to Vendor Part Import— Category and Group have been added to the Vendor Import File. You can now specify and existing SuccessWare21® Part Category and Group in you Vendor Part Import file. This is useful when importing and creating new parts in SuccessWare21® and putting the in the correct category/group from the start. Click here for more information.

· Commissions in Job Cost—You can now choose to include commission in job cost. This is possible both for the Job Cost Analysis Report and for Project Management Reporting. Commissions will be included as ‘misc’ item type and with a source type of “COM”.

o Job Cost Analysis Report – This report now include an option to include commissions in job cost. If you check the checkbox before generating the report. This checkbox will default as configured in Company Setup.

o Project Management – You can choose to include commissions in job cost for Project Management. This will affect actual cost figures in Project Estimate Reports and also actual cost figures in Work In Progress Reporting. This is configured in Company Setup, Module Configuration tab, in the Project Management group box. The setting here will also be used as the default for the Job Cost Analysis Report.

What’s New in 1.7.900.18

· Journal Entry Import— A feature has been added to the Journal Entry screen that allows journal entries to be imported from an Excel or TAB Delimited Text File. Click here for more information.

What’s New in 1.7.900.12

· Purchase Orders / eOrders— Added an option to use Distribution level detail when creating an eOrder. When this option selected for a vendor, eOrders sent to that vendor will be based upon item splits from the PO rather than just the line items. Also added item description, warehouse, and department to the line item detail on the eOrder.

What’s New in 1.7.900.9

· Agent Notifications— A new feature is available for displaying notifications from external third party applications that communicate to SuccessWare21® via SWHttpServer (SWAPI). Click here for more information.

What’s New in 1.7.900.2

· XCharge Credit Card Payment Processing—Processing of credit card payments is now integrated into SuccessWare21® billing modules - Invoices, Cash Receipts, and Agreement Periodic Billing. For more information, click here.

What’s New 1.7.9

Fixes 1.7.9

What’s New / Fixes 1.7.8

Fixes made in 1.7.9.x

DATE	MODULE / FORM	DESCRIPTION
RELEASE 1.7.900.54 3/12/2012
3/9/2012	SWAPI	AccountInfoUpdate would fail with the error, "Manually entered billing account numbers must contain at least one non-numeric character" if the assigned billing account number began with the letter 'X'.
3/1/2012	XCharge	An invoice may be modified to make corrections after an XCharge payment is processed. Some changes to the invoice may alter the invoice total (e.g. correcting an invalid tax code, etc.). When posting, if the amount charged to XCharge does not match the invoice amount, an additional confirmation dialog will display in order to aid in identifying a possible issue with the amount charged.
RELEASE 1.7.900.53 2/11/2012
2/1/012	SWAPI	LocationInfoUpdate now allows DNIS (phone number dialed) to be submitted. If submitted, the DNIS will be used to look up the associated lead source, if any. If a new location is being added and a lead source is found, the leqad source will be associated with the newly created location. When a new location was being created during a JobAdd operation the location lead source was not being set. JobAdd now allows DNIS (phone number dialed) to be submitted. If submitted, the DNIS will be used to look up the associated lead source, if any. If a lead source is found it will be used as the lead source for the job. Also, if a new location is being added, the lead source will also be associated with the newly created location. LeadSourceQuery now includes the DNIS field.
1/24/2012	Reference Library Import	On occasion a reference library import might fail with a 'cannot insert NULL' error.
RELEASE 1.7.900.52 1/21/2012
1/19/2012	Account Register, opening balances	When entering an opening balance entry in the account register, the button for the date lookup did not always activate the calendar control. Also, the button width had not been set according to standards and the down arrow icon was partially cut off.
1/18/2012	Reports	Some reports, including A/R Aging and Open Receivables, when previewing, were hanging with a blank preview screen displayed.
1/13/2012	1096 Report (1099 summary page)	Adjusted the report to accommodate the 2011 format. New boxes had been added in Section 6 which resulted in the position of the 1099-MISC box being repositioned.
1/9/2012	Account Register Setup	The panel for check export configuration was visible when the register setup form was first displayed when the initial account displayed was not a bank account. The panel is now only displayed when the account is a bank account.
1/4/2012	Inventory Manager	The green indicators and menu checkmarks for filters (REQ, XFR, RTN, ADJ, REC) in the Transactions view were not correctly showing when multiple filters had been selected.
1/3/2012	SWAPI	Added the IsManagedProject field to the AssignmentQuery and AssignmentListQuery commands.
1/3/2012	Job Form	Added code to ensure that when selecting a Primary Employee, you must select an employee who has an assignment related to the job.
12/26/2011	Warehouse Adjustment Report	Increased the width of the Bin No column.
12/22/2011	Inventory	When editing Requisitions, Returns, and Transfers, some users were incorrectly being denied permission to edit these inventory documents.
12/19/2011	Service Location List	When printing a large number of service locations, upwards of 50,000 or more, an Out of Memory error might have occurred. We modified the report to be able to handle these larger reports.
12/16/2011	Inventory	Modified the message displayed when an inventory transaction is dated prior to the inventory count activation date to be clear that tags will not be updated by the transaction. It already had indicated that inventory counts will not be updated.
RELEASE 1.7.900.51 12/14/2011
12/8/2011	A/R Invoice	When editing a task on an invoice and changing it to a different type of item – part, miscellaneous, etc. - the TaskNote from the previously entered task was not getting cleared out.
12/7/2011	Reports	Since 1.7.900.49, when previewing reports with more than 100 pages, a 'List Index Out of Bounds' error would typically occur.
11/28/2011	SWAPI	Added IsCanceled field to ICCountQuery so that external applications can determine which Inventory Count Transactions have been canceled allowing them to ignore or filter out canceled transactions.
11/17/2011	SWAPI	SWAPI transaction logs were not purging according to the schedule set up in the SWHttp Service Administrator making it impossible to control the resulting size of the SW21_Master database.
RELEASE 1.7.900.50 11/17/2011
11/16/2011	QuickStart, G/L Setup options	Default Accounts and Fiscal Periods setup screens had misplaced instruction panels that overlapped important information on the form, or were placed partially off the form.
11/14/2011	Inventory Manager	Added a column to indicate if an item is marked as Counted to the grid in the Stock/Whse area.
RELEASE 1.7.900.49 11/10/2011
11/9/2011	Reports	New file output options, including Bitmap, JPEG, Word, Excel, and others. Memo fields when exported to tab-delimited text would sometimes not show in the proper text file column. When exporting to text and exporting nested detail data, the detail rows were not showing up under the correct master data, e.g. covered equipment for agreements in the Agreement List Report.
11/9/2011	Agreement Report	Some records for agreements were being skipped and/or duplicated when saving to file from the preview dialog.
11/9/2011	Location Form	Because the Location Form used CTRL+C as a shortcut to make a carbon copy account, there was no way to copy any of the information in the form (CTRL+INS was also being used). We have changed the carbon copy shortcut to ALT+C so CTRL+C will now copy any selected text.
11/9/2011	Merge Location Utility	Merge Location was occasionally failing with an error message of "The location you are attempting to merge from, nnnnnn, has stored documents. You must first empty the stored documents by moving the documents, or deleting them, before merging." when there were no documents to be deleted.
11/7/2011	Sales Invoice Report	Some records printed to a text file to sometimes would be duplicated or omitted from the file when exporting while in the report preview dialog.
11/3/2011	Help (F1)	Help file update
RELEASE 1.7.900.48 11/1/2011
10/27/2011	Emailing Reports	Emailing reports would fail if something other than port #25 was set up in Email Setup.
10/26/2011	Paging	When sending a page related to an assignment, on occasion, marking the assignment as notified would fail.
10/26/2011	A/P Invoice List	Rearranged format of report to align totals with amounts and improve general readability.
10/19/2011	F1 Help	F1 from the Agreement Manager was bringing up the help screen for different form.
10/19/2011	Printed Invoice	Signatures submitted from external applications (SWRemote) would appear broken and choppy when printed on an invoice.
10/12/2011	Register SuccessWare®21	Companies with a '&' symbol in their name were getting an error when attempting to register SuccessWare®21.
10/11/2011	Call Taking	When taking a phone call and searching for the customer, the Location Search results display would show the customer name at the bottom of the screen with an “and” in the middle of it – e.g. “John and Doe”.
10/10/2011	Account Register	Added new Check Export Format for "Branch Banking & Trust Company".
RELEASE 1.7.900.47 10/7/2011
10/6/2011	F1 Help	Help file update.
10/6/2011	SWAPI	Fixed a memory leak that could have been causing “out of memory” errors after a relatively short period of time.
RELEASE 1.7.900.46 10/6/2011
10/3/2011	Invoice Manager	Invoices would sometimes disappear from the Invoice Manager. This would happen if a non-Invoice Receivable (payment, etc.) was created with a Reference ID that matched an Invoice ID.
9/30/2011	Timecard	When viewing the timecard form on Windows 7 the set of numbers on the right side would be cut off by the border. The border has been moved to accommodate the larger size needed by Windows 7.
9/27/2011	Payroll Manager	Added the ability to delete the first period. This could be useful for removing old periods that had been created but never posted.
RELEASE 1.7.900.45 9/26/2011
9/23/2011	Finance Charges	The monthly rate for Finances Charges was being rounded to a single decimal place when displayed. General Setup and the Finance Charge Form now both allow up to a three decimal percentage value.
9/23/2011	SWAPI	Since version 1.7.900.42, ARPaymentQuery and ARPaymentUpdate were failing with an 'access violation' error when the value for payment reference was empty.
RELEASE 1.7.900.44 9/22/2011
9/22/2011	AP Invoice List Report	Added Discount Available column to the report. Added fields that were missing from the exported text file. Made the Print to File button to visible.
9/21/2011	Chart of Accounts Report	Added ability to export this report to a text file.
RELEASE 1.7.900.43 9/21/2011
9/16/2011	AP Item Distribution Report	Added GL Transaction IDs for the Receipt and Invoice to the report under the Expanded Detail option.
9/15/2011	GL Transactions Report	Added option to print to file (tab delimited) to the report.
9/15/2011	AP Vendor List and AP Item Distribution Reports	Print to File button was missing from the report form.
9/14/2011	Progress Bar	When a progress bar was being displayed on a workstation with multiple monitors, the progress bar was sometimes displaying on the wrong monitor.
9/13/2011	Utilities	The Update Tax Code utility did not update locations with a U.S. zip+4 type of zip code.
RELEASE 1.7.900.42 9/12/2011
9/8/2011	Agreement Manger	When viewing the Per Inv view, and filtering for Funds Transfer payment types, the Routing number was not visible. This has been corrected.
9/6/2011	GL Account Inquiry	Set the Year to default to the latest year available, if the current year is not available. Widened the Year field to allow more text to be seen.
9/6/2011	Agreement	When setting the Payment Method, and using XCharge, the XCharge button would not always display the correct status initially.
9/2/2011	Call Center	When creating a call from the Visits Due list, the Priority checkbox was not being set properly.
9/1/2011	SWAPI	Third-Party software would add a job with an inactive LeadSource, and it would result in an error. We have added an option to over-ride this, and allow the Job to be created.
8/26/2011	SWAPI	Fields that were not submitted, i.e. not included in the third-party submitted XML, were being cleared in the database. In most cases, where appropriate, unsubmitted fields will now be ignored by SWAPI leaving the field unchanged.
8/19/2011	Location History Report	Added Job Instruction, Work Done, and Work Suggested notes to the report.
RELEASE 1.7.900.41 8/16/2011
8/10/2011	General	In various places - Purchase Order, Vendor Invoice, Item Detail Edit, etc. - if you tried to modify a dollar amount value and left the dollar sign in while editing a "not a valid floating point value" error would display until the dollar sign was manually deleted. Now the dollar sign will be automatically removed when tabbing or clicking into the dollar field to edit.
8/9/2011	eOrders	Added Ship To Address information to the eOrder.
8/9/2011	Tech Hint Options	Added a configuration setting for selecting the day of the week consider as the starting day of the week. This will allow, for example, the weekly calculations to be aligned with the payroll overtime week.
8/5/2011	QBLink	When the payroll briefcase is missing or cannot be located, an ambiguous error message, "cannot perform this operation on a closed dataset", would display. A more informative message will now be displayed.
8/5/2011	Opportunities Report	Added status to the columns that are exported to text file. Added converted/not converted filter. Added sold/not sold filter. Added opps/leads filter for consistency with Opportunity Manager. When an opportunity was being split across a page boundary, the line was also being split in the exported text file. Each opportunity is now forced to begin on a new page if it would otherwise be split.
8/5/2011	Opportunity Manager	Now allows sorting on the status (Sts) column. Added converted/not converted filter. Added sold/not sold filter.
8/3/2011	Job	After entering a new job and saving the entry, if payment reference information had been entered for the job, then Billing Info was selected before closing the job form, the payment reference field would fail to decrypt the value for display showing the encrypted (scrambled) value from the database.
8/2/2011	SWAPI	ARInvoiceUpdate was allowing voided invoices to be updated - adding line items, etc.
7/26/2011	Job Form	When selecting Job Materials, Purchase Orders, Material Requisitions, Material Returns, and Vendor Invoices are now being sorted by date.
7/26/2011	Check Printing	The Memo field for a check has limited space, but the Check Form was allowing an unlimited number of characters to be entered. The form will now limit entry to 35 characters.
RELEASE 1.7.900.40 7/24/2011
7/23/2011	Agreement	Since 1.7.900.39, attempting to select a standard payment method for an agreement would fail with "Err: Payment Method not in source" error.
7/22/2011	Timecard Report	Added option to print the report as a Summary Only.
7/22/2011	Inventory Manager	Added a filter for Bin in the Warehouse/Stock view.
RELEASE 1.7.900.39 7/21/2011
7/21/2011	AR Invoice	Since 1.7.900.38, some operations would fail with the error "Cannot insert detail, item/sale type is not set up with a valid general ledger account". One example of this was attaching a visit to the invoice where the visit had a task assigned and the task had detail that was being imported onto the invoice.
7/19/2011	Agreements	The method of selecting a payment method for an agreement now allows billing methods used previously by the same billing account to be selected like some other forms already did.
7/15/2011	Email Paging	In email paging setup, if you have Include Line Breaks enabled, sending email would fail with an "Unrecognized Command" error if a field only contained a period. Also if the last line of the message was a single period by itself then sending email would lock up until the email server timed out. Sending of emails now allows periods anywhere in the message.
7/15/2011	Payroll Manager	When reviewing an employee's timecard entries, a user can open the timecard for a specific entry. Any changes made to this timecard would not be reflected after the user returned to the Payroll Manager. The Payroll Manager Timecard grid now refreshes when returning from the timecard.
7/15/2011	Permits	SW21 allows permits to be created without adding any stages to the permit. This type of permit cannot be completed when added to a job. Warning messages will now be shown if a permit type is created without stages or a permit without stages is added to a job.
7/15/2011	Payroll Manager	The Employee tab now has totals for the various hours categories displayed beneath the grid.
7/14/2011	Email Setup	Corrected various problems that might occur when attempting to enter a 3 or 4 digit port number. -It was only possible to enter a three digit port number by using the arrow buttons. -If you did have a three digit port number and tried to enter a two digit one into the edit box the entry was not being saved.
7/14/2011	Reference Books	Add the book name to the error message displayed when an invalid code has been entered into a reference book field. Sometimes code validation may fail on a secondary lookup, showing the book name will help to track down the problem.
7/8/2011	Agreement Visits	When creating a Job and Call from an open visit, sometimes a billing account that is no longer valid for the location (e.g. old carbon copy account) could have been assigned to the job.
7/8/2011	Opportunity Report	Added Location and Billing Account fields and lookups to the available filter options in order to be able to run the report for a specific location or account.
RELEASE 1.7.900.38 7/8/2011
7/7/2011	SWAPI	The JobPunch command was not using the NTC settings from payroll setup. Therefore, Paid/Not Paid, RegOT, Pay Item and Rate were not being set properly on NTC entries.
7/7/2011	General	If a message dialog displays, usually because of some error, while a database transaction is active, SW21 displays a message dialog and terminates in order to prevent extended database locking times and to ensure integrity of the data. This message will now display in the upper left, instead of screen center, so that it does not hide the original message dialog that triggered it.
7/6/2011	Pricebook, Item Category Form	The Edit/New Category Properties Form was missing shortcut keys for Save and Cancel. They have now been set to CTRL+ENTER for Save and ESC for Cancel. Some controls were being cut off by the right edge of the form.
7/6/2011	Agreement Manager, Grid Reports	The following billing fields have been added to the list of available fields when using the grid report in the Agreement Manager: First Name, Last Name, Address1, Address2, City, State, Zip, Company Name. This may be especially useful when marketing renewals from the Renewals Due or Renewals views.
7/6/2011	A/R Invoice Item Form	Several quirks while editing invoice cost detail have been corrected. -After starting to add a new detail to a line item on a posted invoice, the form could be closed, leaving the user in a state where either Enter Cost button is not available or when going back into enter cost another new entry could not be started. (The difference depended upon whether item form was closed via the Close button or the windows "X". -The Undo action/button would not function while a detail row was in edit mode, even though the action/button was enabled. -The Save and Undo actions/buttons were not enabled when a detail was in edit mode prior to modifying any fields. -The Save/Undo actions/buttons were not functioning when trying to save detail changes for a posted invoice that had any errors in the line item due to subsequent setup changes in GL, reference books, etc. -The Undo button/action was causing unsaved detail changes to be saved rather than canceled. -After using the Save/Undo buttons to save/undo detail modifications, the grid menu was not always being properly re-assigned. -Other situations where actions, menus, and dataset states could get out of sync, including switching detail pages while editing, using the Save button while editing incomplete detail, modifying standard labor hours while editing detail, unverifying part items while editing detail, etc.
7/6/2011	SWAPI	LocationInfoUpdate would return the unfriendly error message “Unexpected failure; The data types Varchar and Text are incompatible in the equal to operator” when values were not supplied for the State or Zip fields. The message will now identify that these fields are required.
7/5/2011	SWAPI	Equipment returned as part of LocationQuery was being limited to 20 records. All equipment records will now always be returned by default.
7/5/2011	Invoice Item Cost Entry	If you had an unposted invoice, with invalid line item information, you would not be able to import timecard labor. This would cause a lockup on the cost entry form where you cannot Save, Undo or close the form forcing a forced termination of SW21. A message is now provided indicating the source of the failure and the item can be corrected before importing or adding labor.
7/1/2011	Payroll Deferred Wages	If you entered a deferred wage for a piece rate employee who worked enough hours to show overtime hours in the prior period, identified by the earned date of the wage, the system would try to apply an overtime adjustment into the current period. Since SW21 does not automatically calculate overtime earnings for piece rate employees, SW21 should not have been applying deferred overtime adjustments for piece rate employees either.
7/1/2011	Call Center, Job Form	Adding a Visit to a completed Call or Job would result in an error 'Field SchedDuration cannot be modified'. The visit assignment could still be completed in the job form, but this would cause the update to rollback completely from the Call Center.
RELEASE 1.7.900.37 7/1/2011
6/29/2011	Sales Invoice Items Report, Pay Base option	Added an option to select whether to show the recently added Labor % of Sale column.
6/28/2011	Location History Report	Filters for No Agreement and No Sales Calls were not functioning correctly. Sometimes, depending upon the combination of other filters selected, a location with an agreement or a sales call would be included.
6/27/2011	A/R Invoice	If a subaccount was added to the default discount account, attempting to import time card entries on an invoice that included a discount and had been posted before the subaccount change would fail. The invoice would get stuck in a state where changes could not be saved or canceled, and the only alternative would be to End Task.
6/24/2011	XCharge Setup Wizard	Rerunning the cleaning process after the initial XCharge activation would clear XCharge aliases that had been obtained after the initial activation.
6/22/2011	Payroll Manager, timecard grid	In the payroll manager the timecard grid wouldn't draw the first line if the employee had no time entries. This could cause confusion when scrolling between employees.
6/22/2011	Payroll Misc Wages	When a miscellaneous wage is entered for employees with similar codes, and one is inactive, the wage could have ended up on the wrong employee.
6/22/2011	Equipment List Report	Added Tech to the Equip/Service History information displayed on the report. Added the ability to filter by Tech to the Service Options.
6/21/2011	Service Location List Report	Added Agreement Status column to the report. Enhanced the ability to filter based on a location's Agreement Status.
6/21/2011	SWAPI - JobPunch, JobAdd	Submitting a JobPunch for a job that was missing a job type fail with ‘Unexpected failure; The data types varchar and text are incompatible in the equal to operator (jsdm8)’. A more user friendly message has been implemented indicating the reason for the failure (job type not assigned). SuccessWare21 requires that a job type be assigned before a call for the job can be assigned to an employee. SWAPI also now enforces in JobAdd that a job type is assigned if an employee is also assigned.
6/21/2011	Periodic Agreements, XCharge	XCharge processing would fail for invoices where the dollar amount and credit card number are the same as another payment made within a 15 minute time window. This is an XCharge feature designed to prevent inadvertent duplicate billing. However, a need for duplicate billing can occur when the same billing account is responsible for many agreements at different locations. In the Per Inv view of the Agreement Manager, on an invoice where payment was declined due to a “duplicate” failure, if you determine that the duplicate needs to be allowed, right-click on the invoice and select “Allow Duplicates”. The agreement will be flagged to allow the duplicate charge for this particular invoice, and for all future invoices.
6/20/2011	SWAPI - JobSummaryQuery/Update	Added IsNotified field to JobSummaryQuery/Update.
6/17/2011	Misc. Wage Manager, Exception	An error would occur if you left the % in the field value while editing the commission percent. The program would then also terminate.
6/16/2011	Location merge	(Tutorial only) An error relating to document storage would occur attempting to merge locations.
6/16/2011	Statement of Cash Flows report, Subaccount breakdown	Subaccount breakdown was incorrect, showing period end balances instead of period activity balances. If an account didn't have sub accounts there was no indication when drilling down.
6/15/2011	Counter Sale Invoice, Default tax code	The tax code would not populate when you create a counter sale invoice if the default tax code matched the beginning of another tax code, i.e. IN and INUSE
6/15/2011	PriceBook, Item Form	Some items were showing truncated time values in Added Date field.
6/14/2011	Work Orders Report	Ordered the results by Technician, and Date. Edited the Technician drop-down menu to include Technicians and Salespeople. Added the ability to customize what notes are visible. Added the ability to start a new page for each Technician.
RELEASE 1.7.900.36 6/14/2011
6/9/2011	Price Book Item List Report	When printing the Item List, items would sometimes print the description on one page, and the barcode on the next.
6/7/2011	Call Progress	When setting the progress times for an assignment involving a subcontractor who has been set to enable timecard conflicts, a conflict error would still occur and prevent the progress from being recorded.
6/8/2011	Company Setup	In the Call Center tab, the Timecard Calibration value would sometimes have an invalid value. This would cause Invalid Increment errors when opening Call Progress.
6/3/2011	Sales Invoice Items Report	In the Pay Base version of the report, added a new column for pay base as a percent of sale.
6/2/2011	Job Cost Analysis Report	Added an option for displaying labor, parts, and miscellaneous cost as a percent of sale. When included the calculations will show in the job totals, user-selected group totals, and final report totals.
5/31/2011	Miscellaneous Wage Report	This is a new payroll report that will optionally show hourly wages, piece rate wages, and/or commissions. The report available from the Payroll Manager and from the Report Gallery.
5/27/2011	Equipment List Report, Equipment Comparison Report	Added equipment location and system fields to the report.
5/27/2011	Agreement Manager	Added an option (right-click in the Periodic Invoices view) that will allow resetting all XCharge transactions that were declined for reprocessing.
RELEASE 1.7.900.35 5/26/2011
5/25/2011	Invoice Tracking	When deploying invoices, it was possible to enter an employee's username in lowercase letters. This would cause a discrepancy when the Invoice No is used in SuccessWare. This has been corrected.
5/23/2011	Agreement List Report	When exporting to a text file, the Location and Billing Customer Addresses were not always printing the correct data for the agreement.
5/23/2011	Invoice Item Detail Report	Added ability to export the report to a text file.
5/19/2011	A/P Open Payables Report, A/P Aging Report, A/R Aging Report	Added print to text (tab delimited) option.
5/18/2011	Payroll, export to QB	Under certain circumstances, export to QuickBooks may have failed without any notification to the user, except for a lack of the "export successful" message. The failure to export may have led to a "cannot perform this operation on a closed dataset" error if QBLink was launched without a successful export.
5/17/2011	A/P Transaction Report	Corrected the heading when reporting based on the Item Date.
RELEASE 1.7.900.34 5/13/2011
5/12/2011	Payroll	Actual earned would sometimes calculate out to zero during payroll preparation for deferred hourly wages that had been entered into the misc wage manager.
5/10/2011	Time Card Entries	NTC entries were always being created as Productive. This does not make sense when the Payroll Setup is set to create NTCs as not paid. NTCs will now be created as Non-Productive when they are not paid.
5/9/2011	Printed AR Invoice	Credit Card Authorization information (when using XCharge) only printed from payment processed through the invoice– i.e. before posting the invoice, or when reprinting original invoice. Authorization information from payment applied through accounts receivable now also prints.
4/29/2011	Register Account Setup	A new format for exporting checks has been added to the Register Account Setup form. An Account can be configured to export using the Citibank Canada Positive Pay format.
4/27/2011	Check Printing	A new check format has been added for printing checks in Canada (Citibank) on blank check stock. Select Format H in the Print Alignment form to use this option. Setup of bank account number, routing number, and bank name/address is required in Register Account Setup.
4/27/2011	Job Cost Analysis Report	Modified to include discounts (negative sale amounts) from A/R invoice line items. Unit price was showing incorrectly for sale detail items when the item quantity on the invoice was anything other than 1.
4/27/2011	Employee	Increased the size of VehicleID field from 6 to 10 characters so that a value consistent with vehicle management - VehicleNo or PlateNo - can be entered.
4/21/2011	Project Estimate Report	The Expense Type summaries were not being displaying when not showing lower level details.
4/20/2011	Timecard Entry	Non-Technician timecard entries were not properly being checking for conflicts.
4/18/2011	Purchasing Manager	A user that had no access to payables data was able to access Vendor Account History (F4) from the Purchasing Manager.
4/18/2011	Timecard Entry	Editing an entry with a future time would cause falsely reported conflicts with an open entry in some circumstances.
4/15/2011	SWAPI	Invoices submitted through Third-Party devices with Visit line items were not properly setting the Pay Base on these line items.
4/11/2011	Service Location Report	Added option to include Archived History in the report within the Job Reference options.
4/11/2011	Location History Report	Added option to report on both Current and Archived History.
4/5/2011	SWAPI	Added PaymentInfoUpdate command which allows third party applications to submit payment method information for either billing customers or jobs.
4/1/2011	A/R Cash Receipt, A/R Adjustment, A/P Adjustment	Added to the message that is displayed when the form's invoice number search finds multiple possible matches for a particular invoice number.
RELEASE 1.7.900.33 3/29/2011
3/29/2011	Barcode Printing	Entering a page height of 0 inches in the Page Setup form would cause an Invalid Floating Point error. Once the error occurred and the setup form closed, there was no way to re-open the setup form to correct the issue.
3/22/2011	Account Register	Added a prompt for rule-off date (statement date) when exporting checks in the Citibank Positive Pay format.
3/22/2011	Check Remittance Report	The Net Amount column was not totaling properly when a check included partial payments on any items.
3/22/2011	Agreement Manager, XCharge	The Agreement Manager is now disabled when processing XCharge. Previously it was possible to select the grid or change the grid dataset interrupting the XCharge process.
3/7/2011	Sales Tracking Report	When grouping by the Quoted By field, the totals were not always accurate. Added Sales Person as an optional filter.
3/3/2011	Pricebook	Added Mfr and MfrPartModel columns to the grid in the pricebook for use in sorting and identifying items.
RELEASE 1.7.900.32 3/2/2011
3/1/2011	SWAPI	LocationInfoUpdate has been modified to allow third party applications to add a new lead source code/description when adding a new location record. The ability to add a new lead source had already been available when creating a new job (JobAdd command).
2/26/2011	Account Register	New check export format for Citibank Positive Pay.
2/23/2011	Project Estimate Detail Report	Percentage calculations in Group totals were sometimes incorrect. Moved reporting of the group totals from the group header to the group footer in order to ensure consistent calculations.
2/23/2011	Wage Source Report	Tax percentages were being rounded during display, and appearing to show incorrect Withholdings as a result. This has been corrected.
2/22/2011	Vendor Invoice	When searching for an Item, the General Ledger accounts were not visible without scrolling to the side.
RELEASE 1.7.900.31 2/22/2011
2/17/2011	SWAPI	Receipts created/updated using ReceiptUpdate were not being set up properly for eventual invoicing. The received quantities were being set correctly, but the quantity and amount for invoicing were not being set.
2/7/2011	Agreement List Report	Comments were not always displaying properly for each agreement. Added Customer Info (if the option is selected) to the information being exported when exporting the report to a file.
2/4/2011	Work Orders Report	Added equipment size to the information included in the report.
2/3/2011	Purchasing Wizard	Warehouses with a space in the name were not remaining checked after closing and opening the Properties window for an Item List. Now validates if the warehouse list becomes greater than 255 characters in length and notifies the user that the warehouse selected cannot be added to the list.
2/3/2011	QBLink	Windows 7 users on the ASP were not able to generate a shortcut to QBLink on their desktop.
2/3/2011	SWAPI	Agreements created through SWAPI via ARInvoiceUpdate were not being set up with a Created Date.
1/28/2011	Agreement Manager	Added TotalBeforeTax as a field that can be selected when printing the grid from the PER INV (periodic invoices) view.
1/28/2011	QuickStart	(MS Access only) Since 1.7.900.25, After adding a new company when attempting to save company setup the following error would occur: "Duplicate output destination 'LegalAddress'".
1/28/2011	SW21Keys	Home key will now always start a new macro.
RELEASE 1.7.900.30 1/28/2011
1/28/2011	Printed checks, blank stock	Added a new check format (Format G) for use when printing checks on blank stock for Citibank. Citibank had a different requirement from our current Format F for the position of the MICR line. Added bank address fields in register account setup for bank accounts. If entered the address lines will print along with the bank name when printing checks on blank check stock.
RELEASE 1.7.900.29 1/25/2011
1/25/2011	Activation	Restructured the internet SuccessWare21® activation request XML format for consistency with other automated notification processes.
1/24/2011	Check Printing	Added an option when printing to blank check stock to "Suppress Leading Zeros on Account #" which will cause blanks to print instead of leading zeros in the MICR line when the bank account number is less than 13 digits.
1/20/2011	General Ledger	Sub Accounts with a space in the identifier were causing problems in various places, such as Accounts Payable Invoices, and Payroll. Posting or adjusting of the invoice or payroll period would fail in certain circumstances.
RELEASE 1.7.900.28 1/13/2011
1/12/2011	Purchasing Wizard	Added an option to copy warehouse on the selected item to all other items. The feature is not available on lists generated for warehouse restock. "Copy department to all items" was not always being enabled/disabled appropriately.
RELEASE 1.7.900.27 1/11/2011
1/11/2011	1099-MISC	The file containing the 2010 category definitions had been omitted from the deployment. The categories had not changed from 2009 so the forms would still print correctly, however, the missing file would cause a warning message to display that 2009 1099-MISC category definitions were being used.
1/5/2011	Purchasing Wizard	When creating an item list for a Restock Purchase Order based upon usage, there is now a new option to allow the department to be assigned based on the department in which the parts were used (requisitioned). Department selection has been moved to the pages used when creating either a simple list or a restock list. Department now shows in the item list detail and may be modified on a line by line basis. The department identified on the line item detail is now used when creating purchase orders. The department is no longer selected/modified when the option to Create PO’s is selected. When editing item list detail, there is also an option to set all lines to the same department.
RELEASE 1.7.900.26 12/28/2010
12/27/2010	Payment Method	When selecting a payment method that uses the Fund Transfer payment type, a separate field for entering the Routing Number for the bank will now be available.
12/23/2010	SWAPI, JobAdd	Added CallReason to the Job Add command. If supplied, and JobClass is not supplied, CallReason will be used to lookup JobClass and JobType as setup on the CallReason. Added a new CallReasonQuery (reference lookup) command.
12/21/2010	Inventory Manager	Added FromWhseID and ToWhseID as optional fields available in the grid report in the Transactions view, as a way to demonstrate that transactions that show different warehouse names may be tied to the same warehouse that has had name changes over time.
12/20/2010	Material Requisition	Added options for Zero All Pulled Quantities and Set All Pulled for a specific requisition. Right-click on the detail grid on a requisition to access the option.
12/17/2010	Inventory Manager	Changes (New/Edit/Delete) to warehouses were not being immediately reflected in the Warehouse lookup list on the Transactions page of the manager.
12/17/2010	Call Center	When using the Daily Assignment View, scrolling to the date a new employee was hired would properly add the employee to the view (if not filtered out), but the calls were being misaligned by time.
12/17/2010	GL Starting Balances	Starting Balances imported from a file were not being correctly marked as Starting Balances, but were being marked as standard journal entries.
RELEASE 1.7.900.25 12/15/2010
12/9/2010	Reference Library Import, Chart of Accounts Conversion	Since the release of 1.7.900, the reference library import and chart of accounts conversions would fail with 'Access violation in Midas.dll'.
12/7/2010	Call Taking	After selecting a customer, and changing the customer name, the system prompts whether change was for Correction, or New Owner (Occupant). Neither is initially selected and there was only an OK prompt. You could click OK without making a selection, but this is intuitive. Now until a selection is made a Cancel button will be visible. Once a selection has been made Cancel will no longer be visible. If you made a name change selection, then searched again and re-selected a different customer, the selection made for the first customer would remains (you could see this if you made a change to name after having made the re-selection). The name change selection value will now reset whenever a customer is selected.
12/3/2010	Sales Tax Report	Long Billing Account numbers were being truncated on the report.
12/2/2010	Receipt For Job	When selecting the Receipt for Job from the Job Summary form, not all of the payment information was being carried over from the Summary to the Receipt.
11/24/2010	Purchase Orders	There is now a user ability that controls whether a Purchase Order can be entered without a vendor assigned. The user ability can be found on the Purchasing/Receiving tab of User Group Setup. Previously, a vendor was not required until it was necessary to put the PO into an Ordered status, or receive the PO. Now if the ability is disabled, a new PO cannot be saved until a vendor is assigned.
11/19/2010	Company Setup	Added option to enter a Legal Name for your company, separate from your operating name. The Legal Name will be used for 1099 and 1096 forms. It can also optionally be used when printing checks with Blank Check Stock.
RELEASE 1.7.900.24 11/15/2010
11/11/2010	Warranty Reserve Analysis Report, Agreement Reserve Analysis Report	Added invoice reference information to the report - Invoice No and Item No. Showing this information is optional. Added sort, and group by Invoice No and Item No. Added filter by Item No.
11/11/2010	Agreement Deferral Report	Added invoice reference information to the report - Invoice No and Item No. Showing this information is optional. Added sort, and group by Invoice No and Item No.
11/10/2010	SWAPI	When new jobs were created by third-party apps, SWAPI was forcing the Job Class to uppercase which caused SW21 reports to split the jobs into separate groups if the job class had been set up with a mix of upper/lower case. SWAPI will not longer manipulate job class in this way.
11/9/2010	Cash Receipt	Modified how validation works when selecting a "card on file" payment from the account history (when XCharge is not enabled). Credit card payments, when selected from history, will no longer display "invalid credit card number" messages when the source for the credit card selection was a valid complete credit card number.
11/6/2010	Job Permits Report, Permit Stages Report	Added Phone No to the report. Added the export to marketing list option.
RELEASE 1.7.900.23 11/5/2010
11/5/2010	Sales Lead Tracking Report	Since 1.7.900.20, if an install job for a sales job was created, but then canceled, and another install job created, the sales job would show up twice on the Sales Lead Tracking Report, inflating the counts of quotes and sales.
11/5/2010	Vendor Part List Import	When updating standard cost the Average Cost is now also updated (non-counted Items only).
11/4/2010	A/R Transaction Report	Expanded the width of the Billing Account column to display larger Account Numbers.
11/1/2010	Payables	When making a payment to a Vendor, it was possible to offer a discount larger than the balance to be paid, causing several problems on the Payables/Payables Allocations. This is now prevented.
10/27/2010	Call Center	On calls with multiple assignments, rescheduling an assignment would not always update the call's schedule to match.
10/26/2010	Call Center	The range of choices available for Employee Zoom in the Assignment View was not very effective. Updated the choices to offer a wider range.
RELEASE 1.7.900.22 10/21/2010
10/20/2010	XCharge Setup	Set the timeout for XCharge setup processes to 10 minutes, instead of 30 seconds. We were seeing occasional instances of 'Timeout expired' errors on companies with large databases.
10/19/2010	Agreement	A change from 1.7.900.18 - "When creating renewals, agreement type, payment method and department are validated and left blank on the new renewal agreement if no longer valid." - has been reverted. This change was causing some issues with batch building of renewals from the Agreement Manager.
10/16/2010	A/P Invoice List Report	Pmt/Adj amount was not reporting for credit invoices. Balance calculations were sometimes incorrect. Modified a default setting on the interface form to Posted Only.
10/16/2010	Inventory Parts	Items with a zero quantity and a residual total value were being allowed to be set to non-counted and/or non-valued. Changes to counted and valued will no longer be allowed until an item value correction brings the value to zero. Items with a zero quantity and a residual total value were being allowed to become inactive. They will no longer become inactive until an item value correction brings the value to zero.
10/15/2010	Call Taking	On occasion (after a MS-Access to SQL Server migration) posting a phone call would fail with 'Posting failed' message.
10/14/2010	Item Distribution and Inventory Transactions Reports	Expanded the Item No column to display up to 15 characters.
10/13/2010	Agreement List Report	Expanded the size of the Agreement No column to make sure that the number is not truncated.
10/13/2010	Invoice Labor Costing, User Ability	Labor costing ability in 'receivables' includes three levels of permission. * 'Labor' will grant access to the labor grid. * 'Rates' will allow the rate/cost columns to be visible/editable for non-piece rate lines. * 'Piece Rate' will allow the rate/cost columns to be visible/editable for piece rate lines. NOTE: The cost/profit values on the invoice form and the total cost values on the invoice detail form will not be visible if a user does not have both the 'rates' and 'piece rate' permission for labor costing.
RELEASE 1.7.900.20 10/11/2010
10/11/2010	Check Remittance Report	Totals at the bottom of the report were sometimes incorrect on multi-page remittances. The first item on multi-page remittances sometimes would show an incorrect item net amount. Also on multi-page remittances, vendor item numbers were sometimes duplicated on subsequent pages.
10/7/2010	Call Center	Modified the call center to show employees active as of the date being viewed, i.e. If you go to a day prior to an employee's termination date, the employee and his calls will now show up (unless the employee is otherwise filtered out). Refresh in the vertical view was not immediately showing added employees (new employee added, call center filters modified and employees added, etc.)
10/6/2010	Payroll Misc Wages	The system was not allowing a negative Total Sale Amount. This becomes necessary when a change order reduced the sale price of a job after a commission was already paid on the original sale price.
10/5/2010	Sales Lead Tracking Report	Added an option to show information about the job created for the sale (if job is linked to the sales job).
10/4/2010	Sales Tracking Report	When including customer info and printing to text file, customer info was not being saved into the text file.
10/3/2010	Inventory Transactions	The item information panel at the bottom of the grid was not displaying when an inventory transaction document (requisition, return, adjustment, transfer) was first opened. Scrolling to another item in the grid would cause the information panel to display.
10/2/2010	Purchase Order, Vendor Invoice	When adding a new PO or vendor invoice, the vendor's fax number would not show initially when the vendor was first selected. It would display sometime later after some event caused the vendor information to refresh.
10/2/2010	Physical Count Report	Modified the report so that the page header would print on all pages, not just the first.
10/2/2010	Billing Customer List	Corrected positioning of the Phone column heading.
10/2/2010	A/R Invoice	The caption on the window was sometimes garbled, for example when doing a new counter sale invoice, the caption read 'New New New...'.
RELEASE 1.7.900.19 10/1/2010
9/27/2010	Vendor Part Import	Item Category and Item Group can be specified in the import file. The category and group must already exist in the Parts section of the SuccessWare21® Pricebook.
9/26/2010	Find/Merge Locations and Billing Accounts	Duplicate accounts were listed twice unnecessarily - record A as a duplicate with B, and record B as a duplicate with A.
9/24/2010	Project Estimate Report, Work In Progress Report,	These reports may now include commissions as part of project cost. This is a system wide configuration for projects in company setup on the 'Modules' tab.
9/24/2010	Job Cost Analysis Report, commissions	The job cost analysis report now has an option to include commissions on the job cost analysis report. The default value is configured in Company Setup on the 'Modules' tab.
9/23/2010	G/L Journal Entry Import	Blank rows were reporting warnings. Blank rows will now be skipped.
9/23/2010	Cash Receipt	In certain rare situations, the payment type may not match the identified payment method when posting. This caused an incorrect payment type to be recorded in the cash box.
RELEASE 1.7.900.18 9/22/2010
9/17/2010	A/R Invoice, Verify Parts	When verifying invoice parts, if system finds serialized item detail on the invoice without serial numbers or with a quantity other than one, a message will pop up indicating the existence of improper serialized detail on the invoice and the operation will be aborted. This was occurring occasionally even when no improper serialized part detail could be found on the invoice.
9/14/2010	Receipt Form	The description column is now a bit smaller to accommodate item numbers that use the full 15 character allowed for an item number.
9/9/2010	Pricebook Product Guide Report	Fixed the label for the book (category) lookup field.
9/2/2010	Item Distribution Report	Added PO No and Receipt ID columns to the report (in Expanded Detail) Added PO No and Receipt ID to sort/group fields Added Job Progress column to the report (in Expanded Detail) Tightened up the row spacing on the report.
9/2/2010	Work Orders, Sales Call Sheets	When emailing a single work order or call sheet, the email address will now be pre-populated with the employee's email address. When emailing a call sheet report for a single selected salesperson, the email address will now be pre-populated with the employee's email address.
9/1/2010	Sales Lead Tracking Report	Added sort/group by location last name and first name.
8/31/2010	Invoice List Report	Modifications to improve performance. Fixed a truncated column header.
8/31/2010	Work Orders Report	The Printing Options dialog was displaying mostly outside of the visible boundaries of the report window.
8/29/2010	Customer Opportunities	Insert to add a new opportunity for a customer when the query was unopened was resulting in 'cannot perform this operation on a closed dataset' error. A recent change to not open the Opportunity Manager automatically (in order to avoid automatically opening a potentially slow query) also caused Customer Opportunities to behave the same way. This was not necessary for customer opportunities.
8/20/2010	Journal Entry	Added the ability to import Journal Entries from Tab Delimited text files, or Excel spreadsheets.
8/20/2010	Agreement Manager	The Cancel button may not have always been visible in the progress dialog form when creating periodic billing invoices.
8/19/2010	Employee Qualifications	Added Select All and Select None options to the Right-Click menu.
8/19/2010	Agreement	If a Renewal for an Agreement is terminated for reasons other than customer declining (commonly, a mistake in data entry), the original Agreement was no longer able to be renewed.
8/19/2010	Agreement	When creating renewals, agreement type, payment method and department are validated and left blank on the new renewal agreement if no longer valid.
8/19/2010	Vendor Merge	After merging one vendor into another, if the vendor that was merged into the other had any open purchase orders, those purchase orders were no longer able to be received.
8/18/2010	A/R Invoice	Some invoices were being created with invalid departments, based off of old agreement renewals. These invoices were then able to be posted with the bad department if there was no deposit amount being billed on the invoice for the new agreement. A check has been added to make sure that the department gets set properly before allowing the invoice to be posted.
8/17/2010	Check Printing	When printing check remittance on the check stubs, blank (non-voided) checks would be printed when the remittance information carried over to a new check stub.
8/12/2010	Comm Center	Added button to 'Select All' when checking which employees to page/email.
8/12/2010	PriceBook	Items can now be searched by Manufacturer and Manufacturer Part/Model Number.
8/12/2010	Invoice and Job Scorecard Report	Employees with only a start or end of day entry on their timecard were being included in these reports even though there was no productive time information to report.
RELEASE 1.7.900.17 8/11/2010
8/4/2010	SWAPI, ARInvoiceUpdate	When XCharge is enabled, swapi will no longer allow credit card information to be stored. Instead, valid XCharge aliases may be submitted and stored in sw21. If a third party application does submit complete credit card information, swapi will securely communicate with XCharge to get an alias to be stored.
8/2/2010	XCharge Setup	If you closed the setup form after starting a cleaning process, an access violation error would occur when the cleaning thread completed.
8/2/2010	Call Backs Report	The Group Totals for Sales and Cost were not calculating properly. The first entry of the group was not being included.
7/30/2010	Opportunity Manager	A performance issue due to a large backlog of follow up opportunities was causing a long delay in opening the Opportunity Manager. The manager has been modified to no longer automatically open its query when the form is first displayed in order to first allow the user an opportunity to change the manager view and/or view parameters. We are still researching possible corrections for the underlying performance problem.
7/30/2010	Main Toolbar	When switching between companies using the "key" button, the Notifications button on the Main Toolbar was not showing or hiding appropriately.
7/28/2010	Agent Notifications	The user ability for acknowledging notifications was not functioning properly.
7/28/2010	Call Center	Non-job related timecard entries in locked and/or verified payroll periods were able to be deleted from the Call Center. This is now prevented for verified payroll periods, and only users with the ability to override and modify locked payroll periods are now allowed do this in a locked period.
7/27/2010	Call Back Report	Added Original and Call Back Dept filter, sort and group options.
7/26/2010	XCharge Setup	When setting up XCharge, it was possible for multiple users to run the Setup Wizard at once, and cause conflicts. Lock Manager locking has now been set up to only allow one user at a time to run the XCharge setup.
7/22/2010	PO Item Status Report	Added an option to show values for each item on the report, including items still on backorder, canceled, or outstanding.
7/21/2010	1099 Misc Report	Defined the 1099 categories for 2010 (same as 2009).
7/21/2010	Calls Report	Added an option to filter the report so only Priority Calls are included.
7/16/2010	Customer Statement Report	Edited the Pmt/Adj and Balance Due columns to make sure that numbers longer than -$10,000.00 could fit on the report without being cut off.
7/15/2010	Service Location List Report	In the Job Reference option form, two new options have been added to allow you to filter based on Service Jobs or Sales Jobs.
BETA RELEASE 1.7.900.16 7/15/2010
7/15/2010	A/R Invoice	It was possible to begin the timecard importing process without saving changes which would sometimes cause changes to be lost. Changes to the invoice must now be saved before importing timecard labor (Ctrl+Shift+T).
7/14/2010	A/R Invoice Payments	Added a new user ability, which is now required in order to Apply Payments to an Invoice. The new ability is on the Receivables tab under A/R Invoice in User Group Setup.
7/13/2010	SWAPI	Added new fields to the results of the dsVisit dataset in LocationQuery to indicate which visits have been invoiced or canceled.
7/12/2010	Agreement Visits	In the job form, for a job with the "AgreementVisit" job class, when a job type (visit type) was selected the department was being overwritten, possibly with an invalid department code.
7/12/2010	Cash Receipt	When canceling a cash receipt, there is a warning when the payment has already been processed. The warning was occurring whether the transaction was approved or not. Now the warning will only display if the transaction was processed and approved.
7/12/2010	Cash Receipt Form	SuccessWare would allow a receipt that was XCharge processed, but not approved, to be posted. The transaction must now "cleared" before posting.
7/9/2010	Finalize Job	When finalizing a Job, SuccessWare21® will now check to make sure that there are no outstanding retainage balances on customer and vendor invoices.
7/9/2010	Job Form	Added equipment location to the drop-down Equipment list.
7/9/2010	SWAPI	When an inventory document was submitted, any user entered comments were being overwritten with default text.
7/8/2010	Customer Search	Added City, State, and Zip fields to the customer search results grid.
7/8/2010	SWAPI	Timecard entries generated via JobPunch did not have the pay item and employee rate set, if the Payroll module was not activated.
7/6/2010	General Ledger	Corrected a bug that would, on rare occasions, prevent negation of a transaction with the error message 'Debit or credit must have value'.
6/28/2010	AR Invoice - Apply Pmts	The form caption often repeats the XCHarge status several times over... Example: "Invoice #200322 (xchargeOther) (xchargeOther) (xchargeOther)"
6/28/2010	XCharge Processing Form	When setting a payment as paid through an alternate method, an unexpected error message would sometimes occur, reading 'Error occurred while disabling payment for processing on <InvoiceID>. 0 rows updated.'
6/28/2010	XCharge Processing Form	Added a confirmation message when enabling a previously disabled payment for XCharge processing.
6/28/2010	Call Taking	The history indicator was not lighting up if the customer had archived history only.
BETA RELEASE 1.7.900.15 6/25/2010
7/15/2010	A/R Invoice	It was possible to begin the timecard importing process without saving changes which would sometimes cause changes to be lost. Changes to the invoice must now be saved before importing timecard labor (Ctrl+Shift+T).
7/14/2010	A/R Invoice Payments	Added a new user ability, which is now required in order to Apply Payments to an Invoice. The new ability is on the Receivables tab under A/R Invoice in User Group Setup.
7/13/2010	SWAPI	Added new fields to the results of the dsVisit dataset in LocationQuery to indicate which visits have been invoiced or canceled.
7/12/2010	Cash Receipt Form	SuccessWare would allow a receipt that had an unprocessed charge or a charge that was returned as unapproved through XCharge to be posted. Now it cannot be posted until appropriate action is taken - either processing the transaction, or identifying it as "processed through another method".
7/12/2010	Agreement Visits	In the job form, for a job with the "AgreementVisit" job class, when a job type (visit type) was selected the department was being overwritten, possibly with an invalid department code.
7/12/2010	Cash Receipt	When canceling a cash receipt, there is a warning when the payment has already been processed. The warning was occurring whether the transaction was approved or not. Now the warning will only display if the transaction was processed and approved.
7/9/2010	Finalize Job	When finalizing a Job, SuccessWare21® will now check to make sure that there are no outstanding A/P or A/R retainage balances.
7/9/2010	Job Form	Added equipment location to the drop-down Equipment list.
7/9/2010	SWAPI	When an inventory document was submitted, any user entered comments were being overwritten with default text.
7/8/2010	Customer Search	Added City, State, and Zip fields to the customer search results grid.
7/8/2010	SWAPI	Timecard entries generated via JobPunch did not have the pay item and employee rate set, if the Payroll module was not activated.
7/6/2010	General Ledger	Corrected a bug that would, on rare occasions, prevent negation of a transaction with the error message 'Debit or credit must have value'.
6/28/2010	Call Taking	The history indicator was not lighting up if the customer had archived history only.
6/28/2010	AR Invoice - Apply Pmts	The form caption repeats XCHarge status several times over... Example: "Invoice #200322 (xchargeOther) (xchargeOther) (xchargeOther) (xchargeOther)"
6/28/2010	XCharge Processing	When setting a payment as paid through an alternate method, users would sometimes see an unexpected error message reading 'Error occured while disabling payment for processing on <InvoiceID>. 0 rows updated.'
6/28/2010	XCharge Processing Form	Added a confirmation dialog message when re-enabling a payment for XCharge processing.
6/25/2010	SWAPI	Some commands would sometimes fail with "Invalid character" errors when fields contain non-printable characters in them. A fix has been made that will eliminate this error in a certain class of SWAPI commands. One command where this error had been observed and which is now corrected is JobProgressListQuery.
6/24/2010	Job Summary/Call Progress	If the customer portal agent was enabled, Call Progress when accessed from the Job Summary form, after making modifications to Job Summary, would not show the assigned employees. Call Progress was still functioning normally if no changes had been made in Job Summary, or when it had been accessed from anywhere else in the system - Call Center, Job Form, etc.
6/23/2010	XCharge	A crippled XCharge database (one that was copied or moved to another SW21 installation or company number) was failing on attempted re-enabling because some payments entered since enabling XCharge on agreements and invoices were incorrectly going in as "not clean" regarding credit card numbers, and cleaning was not allowed on a crippled database.
6/22/2010	XCharge Setup	Added confirmation dialogs relating to processing of periodic invoices that display when enabling XCharge..
BETA RELEASE 1.7.900.14 6/17/2010
6/17/2010	Agreement Manager	Added XC card type to agreement manager grid for periodic invoices, when XCharge enabled (useful for grid report sort/group and subtotaling). Added a "Reset XCharge transaction" option that is available in the Periodic Invoices view that allows resetting a declined transaction. Under some circumstance, this may be used to clear the XCharge transaction link as an alternative to opening up the invoice and going to the XCharge Processing wizard in order to reset it.
6/17/2010	SWAPI	The LocationQuery command was returning duplicate rows for history (dsHistory) in the case where a company had used the same Job Type for multiple Job Classes.
6/17/2010	SWAPI	Added Address1, Address2, and Phone2 (in the format A1="address1",A2="address2",P2="phone2") to the messages relayed to third party agents when jobs are added to the system.
6/15/2010	Opportunity Manager	(SQL Server only) Notes for an Opportunity would get overwritten, in the case where an opportunity was marked Abandoned while the Open filter was on.
6/14/2010	On-line Help (F1)	Help file update.
6/11/2010	Register Accounts, Deposits	If access was granted to only payroll and deposits, but not granted to other bank accounts, users were being denied permission to deposit to the payroll account.
6/10/2010	SWAPI	Edited the error message generated when an Agreement could not be renewed to be more clear about what is causing the problem. Added the RenewalCreated field to the AgreementListQuery result set.
6/8/2010	Payroll	Commissions entered through the Miscellaneous Wages form could be entered with more than two decimals precision which could cause an error, "debits<>credits" when attempting to post payroll.
6/7/2010	XCharge	Security features have been implemented to prevent processing in the tutorial mode, and to prevent processing in the event the database is copied to another network.
BETA RELEASE 1.7.900.13 6/7/2010
6/7/2010	On-line help	Help file update.
6/7/2010	Agent Notifications Report	Added Notification Type and Option Selected (if any) to the report Added sort/group by Notification Type Rearranged a bit to make Message Text a little wider
6/4/2010	SWAPI	Some SWAPI BeginSession requests were unnecessarily creating new session IDs instead of using an existing available one.
6/3/2010	Call Center	The Call Information panel was only displaying 8 characters of the username for Scheduled, Taken, and Booked.
6/2/2010	Agreement Manager	Made additional fields available to the "Print grid" option for the Agreement Manager's Create Date, Start Date, End Date, Sale Date, and Renews Due views. The new fields are related to visit and billing counts, maintenance and deferred revenue totals, and service and reserve totals.
6/2/2010	Receipt Form	The Auto Allocation option was not always available when it should have been. Users had to enter and exit the Amount field in order to activate it. This will now default and activate properly when the form is opened.
6/2/2010	SWAPI	Receipts created from a Purchase Order with item splits using the ReceiptCreate command was not setting the Expected Qty value correctly.
BETA RELEASE 1.7.900.12 6/1/2010
5/28/2010	On line help	Help file update.
5/28/2010	XCharge Clean Process	Changed updating to include adding indexes, then dropping. Process now takes 1/4 the time.
5/28/2010	SWAPI	Since 1.7.900.4, the ReceiptCreate command was failing with "Access Violation in the midas.dll" error.
5/27/2010	ASP Console	ASP Console Users who attempted to run multiple copies of SW21 with different MasterIDs would sometimes see data in the call center that belonged to the other company.
5/27/2010	Job Manager	Added an option for "Cancel old backlogged jobs". This utility is similar to the existing utility for closing old backlogged jobs, but under some circumstances, particularly when there are a large number of jobs that never had any activity, the cancel option might be preferable since it will also void the job's related invoice, instead of leaving the invoice open and still remaining to be cleaned up.
5/25/2010	Reference Book	Fixed an access violation error that could occur when clicking outside of the reference popup into the current active form. One place this would occur was in the payment method popup in the Cash Receipt form.
5/25/2010	XCharge	The XCharge alias that was used for charging a credit card was not being passed through to the posted item in the cash box for later use through the payment history popup that is available when posting a customer payment.
5/25/2010	Job Summary	Receipts for canceled or finalized jobs will not be allowed.Cash Receipt Added label to indicate date of last payment of same amount for same account to help prevent double posting of payments.
5/21/2010	Payroll	If an employee had piece rate wages on the same date for the same pay item which were calculated using hours x rate calculation and different rates were used on the different wage entries, some of the wage entries may have been ignored when calculating the employee's wage summary for the period.
5/21/2010	On line help (F1)	Help file update.
5/21/2010	Cash Receipt Form	Added customer payment history to the payment method drop down.
5/21/2010	Purchase Orders / eOrders	Added an option to use Distribution level detail when creating an eOrder. When selected for a vendor, eOrders sent to that vendor will be based upon item splits from the PO rather than just the line items. Added item description, warehouse, and department to the line item detail.
5/20/2010	Job Summary	Added a button to open the cash receipt form for processing/posting of the customer's payment. The payment information recorded on the job will be copied into the cash receipt form, but can still be modified if necessary.
5/20/2010	Job Form	Modified the Deposit For Job action to copy the payment method information recorded on the job.
5/18/2010	Purchase Order Wizard	Since 1.7.900.4, creating Purchase Orders through the Purchasing Wizard was resulting in an "Access Violation" error.
5/18/2010	Agreement Manager	Added XCharge process date.
5/18/2010	ARInvoice and Invoice Payment	The captions on these forms will now show the XCharge processing state.
5/18/2010	XCharge Processing Window	History was not always showing all related transaction history. The 'card info' button is now available before processing to allow you to recapture/update card info.
BETA RELEASE 1.7.900.11 5/18/2010
5/17/2010	Agent Notifications	Notifications may now contain options that are present for selection upon acknowledging the notification. Available options are submitted by the third party along with the notification. The acknowledgement option selected will be sent back to the third party application via SWAPI messaging. Removed the fade in/out popup form and replaced it with a mouse over hint on the notification button that displays notice counts by notification type.
5/17/2010	SWAPI	Added NotificationType, NotificationID, and OptionList tags to the AgentNotification command.
5/14/2010	SWAPI	It was possible for Third-Party Applications to submit an invalid detail item through SWAPI, as part of the InvoiceUpdate command. Detail item numbers are now validated.
5/14/2010	Company Setup	The message for XCHarge setup was inncorrectly reporting "not enabled" when XCharge is enabled.
5/14/2010	XCharge Reconciliation Report	Removed the Summary Only option that had no function for the report.
5/17/2010	Agreement Manager	User ability for XCharge agreement processing was not functioning properly
5/12/2010	Job Form	It was possible to change the job class on a sales job to a non-sales job when the quote was locked. This is no longer allowed since when changing to a non-sales job, the quote must be changed to an invoice.
5/12/2010	SWAPI	The LocationQuery command and several of its supporting commands now include description fields for various elements returned in the command result, such as Agreement Type, Unit Type, Manufacturer, and Job Type.
5/11/2010	Opportunity, Opportunities Report	For consistency, changed label from "Lead Required" to "Lead Job Required"
5/11/2010	Job Summary, Job Summary Analysis Report	For consistency, changed label from "Lead Generated" to "Lead Job Required"
5/10/2010	Agent Manager	Added confirmation dialogs when deleting connections, deleting sessions, or changing passwords.
5/10/2010	Purchase Order Item Status Report	Expanded the size of the Item No column.
BETA RELEASE 1.7.900.10 5/7/2010
5/6/2010	Customer Opportunities Report	Follow up notes with only a single character were not showing in the report.
5/6/2010	Opportunity Manager	Some actions were not enabling properly when only a single character had been entered into follow up notes.
5/5/2010	Sales Tax Report	Added an option to include Customer Info, which includes the Billing Customer's name and address.
5/5/2010	Payables Manager	The Record Count displayed at the bottom of the manager form was not always accurate. Changes were made in how the Active (previously Canceled) filter operates in order to correct the problem.
5/3/2010	Vendor Invoice	When applying payment on an invoice, it was possible to type in a third digit in the cents area (i.e. $250.089) causing problems with register account reconciliation.
5/3/2010	SWAPI	The SWAPI log purge has been moved from the main http service into the auxiliary messaging service in order to avoid possible blocking on http threads.
BETA RELEASE 1.7.900.9 5/3/2010
4/30/2010	SWAPI messaging	Two changes were made in order to avoid unnecessary third party application querying in response to SuccessWare21® generated messages. -In some circumstances unnecessary 'refbook modified' messages may have been generated when no changes were actually made to a reference book. -Each modification to a reference book results in a refbook modified message. Duplicate messages will now be removed when posting a new refbook modified message.
4/30/2010	Emailing Reports	After using the "key" toolbar button to switch between companies, attempting to use the report email feature would result in an 'access violation' error.
4/28/2010	SWAPI	Some SWAPI commands were recording 'api' as the username performing the operation - rescheduling, canceling, etc. These commands will now properly record the authenticated username.
4/28/2010	Agreement Conversion Date Setup	Modified one of the messages to include instruction on finding detected transactions on converted agreements that may be preventing entry of a particular agreement conversion date.
4/28/2010	Call Center	Customers with a large number of Unassigned Calls could experience slow refreshing of the Daily Call (horizontal) View of the Call Center and eventually a Stack Overflow error that would cause SuccessWare21® to fail. This has been corrected. Made an additional change that additionally improves refresh performance of the Daily Call View.
4/27/2010	Customer Search Form	Attempting to sort by the Open Job Count field was resulting in a "syntax error". This error message has been corrected to offer a better explanation about why this field is invalid for sorting.
4/26/2010	XCharge	The Cash Receipt form was allowing changes to payment amount for processed transactions.
BETA RELEASE 1.7.900.8 4/21/2010
4/21/2010	A/R Invoice - Apply Pmt	Added a Clear Payment action/button that will clear all payment information including amount, payment method, and payment reference information. When payment method is cleared, payment authorization information will also now clear along with other payment reference information.
4/21/2010	Billing Account Details	The "New carbon copy location" function would add a new location, but was failing to add a new link to the location for the location, and was instead setting the original location back to carbon copy status.
4/21/2010	SWAPI	Midas.dll update to correct occasional access violations in certain SWAPI commands.
BETA RELEASE 1.7.900.7 4/20/2010
4/19/2010	SWAPI, Agent Manager	Internal changes for improved performance when checking and releasing agent connections/sessions.
BETA RELEASE 1.7.900.6 4/17/2010
4/17/2010	SWAPI	Occasional 'deadlocked on lock | communication buffer resources' errors might have been occurring during command authentication process.
4/17/2010	Event Log	Viewing events in the event log would occasionally timeout after 30 seconds. Increased the timeout period to 5 minutes to accommodate those with large event logs on slower servers.
4/17/2010	SWAPI	JobCancel with a comment longer than 50 characters was failing with 'string or binary data would be truncated' error.
4/16/2010	Material Requisition/Return	Material requisitions and returns submitted by third-party software may have contained non-part items. We have added validation to detect these non-part items before the requisition or return is posted.
BETA RELEASE 1.7.900.5 4/14/2010
4/14/2010	A/R Invoice	When XCharge is enabled, invoice posting was being prevented if the invoice was set up with a credit card alias, but the payment amount was zero. It reports "payment has not been processed", but a zero payment cannot be processed. Posting of invoices with a zero payment amount is now allowed.
4/14/2010	Equipment List Report	Long serial numbers may have been truncated on the report.
4/14/2010	SWAPI	CustomerFlexQuery - added location email address to query response.
4/14/2010	Agreements	Agreements with multiple visits types and different values assigned to the different visit types when deferring revenue may have recognized the wrong revenue amount when canceling a visit. The value from the first visit schedule record was always being used regardless of which visit was being canceled.
4/13/2010	Inventory Transaction Report	Items with long Serial Numbers were truncated on the report. Added Purchase Order Number and Vendor Invoice Number reference fields to the report.
4/13/2010	Customer Statement	Values greater than 99,999 were being partially cut off when printing or previewing the report.
BETA RELEASE 1.7.900.4 4/10/2010
4/10/2010	Purchase Order	Allow the Close PO option to be used on ordered PO's that are not yet partially or fully received. This may be useful in the case where a PO was received, however, an additional item was added on the receipt/invoice, but no items from the original PO were actually received.
4/9/2010	SWAPI	JobSchedule command was not working correctly. JobSchedule and JobCancel would sometimes fail with "access violation" error.
4/8/2010	Job	Since 1.7.800.26, under some circumstances, removing the scheduled date/time from a call may have been failing.
4/7/2010	Warranty Expiration Report	The group totals for the Reserve Balance were not calculating properly in some situations.
4/7/2010	Sales Call Sheet Report	When generating this report from the Report Gallery, it would email fine, but generating the report from other places - Job, Job Manager, etc. - was failing.
BETA RELEASE 1.7.900.3 4/6/2010
4/5/2010	SWAPI	JobCancel, JobNotesUpdate - In SQL Server 2000 only, these command were failing with 'Incorrect syntax near "max" (jsdm204)'.
4/2/2010	XCharge Reconciliation Report	When XCharge enabled, there is a new report for reconciling XCharge processed payments. The report can be run from the Report Gallery, or from the Account Register. In the Account Register, click the XCharge image to get the XCharge menu that includes the new report.
4/1/2010	Income Statement Reports	Must Print accounts have not always been showing up in the report like they should. Now when running for All Departments, Must Print accounts will always show. We are still working on the situations where specific departments are selected.
3/31/2010	Invoices, Statements, Checks, Purchase Orders	Added Australia as an option to the list of countries in Company Setup. Set these documents to print with a dd/mm/yy date format for Australian companies.
3/30/2010	Printed Invoice	For XCharge processed payment on the invoice, show card type, masked card no, and auth code on the printed invoice when payment was XCharge approved. Show payment of zero if card was XCharge processed but declined.
3/29/2010	XCharge	Record the SuccessWare21® username rather than Windows username on XCharge processing transactions.
	Agreement Manager	Paid/Unpaid (PD/UNP) filters were not working appropriately for XCharge processed periodic invoices. Declines and failures were showing Paid, but will now show as Unpaid.
3/29/2010	XCharge	Processing status was not showing any AVS response
3/29/2010	Location Documents Setup	ASP users are restricted to drive letters S: or T:, but they were able to select other letters anyways. This has been corrected.
3/29/2010	SWAPI	Physical Counts created through SWAPI were not calculating the total adjustment amount properly. This has been corrected.
3/24/2010	Pricebook	Added the Added On date to the IC Item Detail form.
BETA RELEASE 1.7.900.2 3/25/2010
03/25/2010	Initial Beta Release

What’s New 1.7.9

Fixes 1.7.9

What’s New / Fixes 1.7.8