|
DATE
|
MODULE / FORM
|
DESCRIPTION
|
RELEASE
1.8.200.23 2/27/2013
|
|
2/21/2013
|
Email Paging
|
When using both the "Include Line Breaks"
option and the E-Mail Character Limit option, sometimes the message would not
get split as expected, causing data to be lost in some cases.
|
|
2/20/2013
|
Project Management
|
When finalizing a project that had an opening balance
with retainage, the project could not be closed because it was not not
recognizing that the retainage balance had been used.
|
|
2/20/2013
|
General
|
A recent attempt was made to fix the
"Insufficient disk space" error that occurs when free disk space is
a multiple of 4GB on the "C:\" drive. The prior fix may have reduced the
frequency of the error, but did not completely eliminate it. Adjustments have been made that should now
eliminate the error.
|
RELEASE
1.8.200.22 2/16/2013
|
|
02/15/2013
|
User Group
|
When XCharge was enabled, it was not possible to
change the user group permission to Unmask Payment Reference. Even though
there would no longer be credit card numbers to unmask, this also prevents
giving someone the ability to unmask bank account numbers.
|
|
2/11/1013
|
AR Aging Report, AR Open Receivables Report
|
The reports would sometimes fail with 'temporary
table resource limit' error for large companies with certain selection
criteria.
Performance improvements with certain selection
criteria (when showing Open items only and From Date left blank).
|
|
2/4/2013
|
Pricebook
|
When changing a group in one category that had the
same name as a group in another category, items in both categories were being
affected, instead of just the one being changed.
|
|
2/4/2013
|
Timecard / Timecard Report
|
Cost Rate for subcontractors was not being saved
and therefore rate and total cost were always empty on the timecard report
for subcontractors.
|
|
01/30/2013
|
Payroll Period
|
When attempting to create multiple payroll periods
across multiple years, SuccessWare would not create any of the periods
requested.
|
RELEASE
1.8.200.21 1/30/2013
|
|
1/8/2013
|
Inventory Physical Count
|
When doing a physical count and modifying the
warehouse bin/min/max settings, if the physical count was remaining the same
as the recorded on hand count, the bin/min/max settings were not being saved.
|
|
1/8/2013
|
Utilities
|
The Check Memos utility was failing with the error
"Unknown database. Alias SW21Data".
Fixed button positions
Fixed progress bar shading problem
|
|
1/5/2013
|
Agreement Deferral Analysis and Agreement Reserve
Analysis Reports
|
Would sometimes error out with "Data type mismatch
in criteria expression" error
Would sometimes show transactions for zero balance
agreements when the "Exclude zero balance" options were selected.
|
|
1/5/2013
|
General, version updates
|
Sometimes after an update was downloaded and
installed, the attempt to process the version update would fail with a bogus
"database in use" message on the SW21_Master database.
|
|
01/03/2013
|
Purchasing Wizard
|
Added ability to select/deselect all warehouses
when restocking.
(SQL Server) Greatly increased the number of
warehouses that can be selected for a single item list.
|
RELEASE
1.8.200.20 1/3/2013
|
|
1/2/2013
|
Job events
|
Added additional event logging to aid in tracking
the completion and uncompletion of calls.
|
|
12/31/2012
|
Project Job Finalization
|
When finalizing a job related to a project, the A/R
retainage was not being calculated correctly. Retainage on opening balance
billing entries was being ignored.
|
|
12/31/2012
|
Physical Count
|
Disabled the ability to change the warehouse after
a physical count has been started. This was causing inventory transactions to
be posted with invalid values.
|
|
12/28/2012
|
Assignments Report
|
Added an option to include Non-Job Assignments in
the report.
|
|
12/27/2012
|
Opportunity Manager
|
Made speed enhancements when generating a grid
report from this manager which was making the application appear to hang.
|
|
12/6/2012
|
SWAPI
|
Modified the JobAdd command to seamlessly handle invalid
TaxCode, Zone, and PreferredEmp codes when the code was pulled directly from
the associated location record.
|
RELEASE
1.8.200.19 12/15/2012
|
|
12/11/2012
|
Purchase Order
|
If the phone number in eOrder setup contained any spaces
the eOrder XML would be generated with blank fields after the CustomerPhone
field making it not able to be processed by the vendor.
|
|
12/3/2012
|
Sales Analysis, Sales Invoices, and Sales Invoice
Items Reports
|
Added the ability to filter for only invoices
containing an item code value.
|
|
11/28/2012
|
Jobs Taken/Booked Report
|
Added a column for the Location's Zip Code to the
end of the report.
|
|
11/28/2012
|
AP Allocations
|
Enabled the ability to recalculate balance, even when
there are no allocations.
|
RELEASE
1.8.200.18 11/21/2012
|
|
11/16/2012
|
SWAPI
|
Added dsAgrEquipList and dsAgrEquip nodes in XML
output to provide information about equipment on the agreements.
|
|
11/15/2012
|
1099-MISC report
|
Updates to 1099-MISC and 1096 for 2012.
|
|
11/11/2012
|
Calls Report
|
Added Email Address field to the report.
|
|
11/06/2012
|
Job Cost Analysis Report
|
New filtering option group "Jobs to
Include" to allow for including or excluding Callback and Warranty Jobs
on report. Options include: "All
Jobs", "Callback Jobs", "Warranty Jobs". At least
one option remain be checked. If All
Jobs is checked then callback and or warranty jobs may be included or excluded
with other jobs in the report. If All
Jobs is unchecked, then the report will include only Callback and/or Warranty
jobs. All others will be excluded.
|
|
11/01/2012
|
Notes Form
|
CTRL+SHIFT+2 to insert the current date/time was
not working properly. 'Dataset not in
edit mode' error might have occurred, or the date would clear when starting
to type characters.
|
|
11/01/2012
|
Inventory Manager
|
When filtering for a single warehouse (or vehicle),
some records would still be included, even if they were not related to the
selected warehouse.
|
|
10/30/2012
|
General Utilities
|
Added Refresh Printers option to enable view and
refresh of Report Builder's list of printers.
|
|
10/29/2012
|
Account Register
|
Added a check export format for Key Bank Payee
Positive Pay.
|
|
10/24/2012
|
Timecard Manager
|
Altering the text in the Employee field would not
always lookup the employee and update the timecard form properly.
|
|
10/17/2012
|
General
|
Added a refresh of available printers whenever
Windows device changes are detected.
|
|
10/10/2012
|
SWAPI
|
Command JobSummaryUpdateByID was always returning
an Access Violation error.
|
RELEASE
1.8.200.17 10/2/2012
|
|
10/1/2012
|
SWAPI
|
When forwarding commands, SWAPI would sometimes
experience a timeout error, and not properly identify what the error was.
We've corrected this problem by reducing how often a timeout will occur and
added clearer text to the error message.
|
|
9/27/2012
|
Job Summary Analysis Report
|
When grouping by Payment Method, the drill down to
show individual jobs was showing all jobs, not just those jobs that made up
the group for the specific payment method value.
|
|
9/26/2012
|
Vendor Details
|
Payment Queue was not getting a default value. If the option was left unselected, open
invoices for the vendor would not show up in Pay Bills.
|
|
9/25/2012
|
Warehouse Tag Manager
|
Added the job scheduled date column to the grid.
|
RELEASE
1.8.200.16 9/20/2012
|
|
9/19/2012
|
Email
|
(ASP only) The changes introduced in 1.8.200.15
would have caused some difficulties with undeliverable email and email bounce
messages. Those adjustments to email have been disabled until those issues can
be resolved.
|
|
9/19/2012
|
Credit Card Removal Wizard
|
(ASP only) If exporting credit card information for
transport to a secure payment processor, the export files must be save to a
drive on the client PC or network.
This is enforced in the export save dialog.
|
RELEASE
1.8.200.15 9/13/2012
|
|
9/13/2012
|
Credit Card Removal Wizard
|
Improved instructions, messages, and terminology.
|
|
9/13/2012
|
On-line Help (F1)
|
Help file update
|
|
9/10/2012
|
Email
|
(ASP only) In order to reduce the likelihood of
email being considered as potential spam, for email being sent via the ASP
mail servers, the “Sender” is now being assigned an email address that
originates in the ASP domain. The user
entered return address in email setup is still being used as the “From” and
“Reply To” addresses in order to accommodate replies to the proper
individual.
|
|
9/7/2012
|
Agreement Manager
|
Since 1.8.200.14, when Agreement ACH Export is
activated, non-funds transfer (EFT) periodic invoices could not be posted
unless they were marked paid.
|
|
9/6/2012
|
Account Register
|
Occasionally for some statement periods, attempting
to preview or print the Reprint Reconciliation would hang attempting to generate
pages infinitely.
|
|
9/6/2012
|
Agreement Manager
|
In the PER INV view, when attempting to display or
print the grid report, the error "Could not convert variant of type
string to type double" would occur.
The same error could have occurred in some other reports.
|
|
8/22/2012
|
Printed Quotes
|
When there were many lines of notes in the
introduction text for the quote, 35-45 lines depending upon the number of
line items included in the quote, the first page of the quote would be left
blank and the introduction would begin on the 2nd page. The introduction will now begin on the
first page if there is any room at all.
|
RELEASE
1.8.200.14 8/21/2012
|
|
8/3/2012
|
SWAPI
|
Added Confirmed date/time to AssignmentQuery and
AssignmentListQuery.
|
|
8/3/2012
|
Calendar popup
|
On Windows 7, each press of the arrow key was being
processed twice causing a day or week to be skipped over.
|
|
7/31/2012
|
Comm Center
|
Added options that will include visit value
(deferred or not) in the page to the technician to aid in job debrief.
Changed the labels to use the friendly display text
rather than the internal field name.
Cleaned up some unnecessary space characters in
visit information strings.
|
|
7/27/2012
|
Agreement Manager
|
When ACH export is enabled, if posting is attempted
for a funds transfer periodic invoice without first marking the invoice as
paid, the posting will not succeed, since the action of marking the invoice
paid is the trigger that prepares the item for export.
|
|
7/26/2012
|
General
|
Report engine maintenance update.
|
RELEASE
1.8.200.13 7/24/2012
|
|
7/20/2012
|
Payroll
|
When creating periods, two periods through the
current date
would always be created automatically without
prompting. Now if there is more than
one period to create, the user will be prompted in case they do not want to
create a period for the current date.
|
|
7/20/2012
|
Agreement
|
When editing visit schedule, there are protections
against "over delaying" visits on perpetual agreements in order to
make sure visit commitments are met either by completing or canceling an
appropriate number of visits on a roughly annual basis. These controls were not working correctly
when multiple visit entries were set up to be performed at the same time in
the same month.
|
|
7/18/2012
|
Allocations - A/R and A/P
|
The Update Receivable Balance option was not
available when there were no allocations to the item.
|
|
7/18/2012
|
Reports
|
Several reports had columns which are included in
Text File (delimited) export that were missing from the Excel Data File
export.
|
|
7/17/2012
|
Equipment
|
If you started editing equipment or a warranty,
then left the form to go somewhere else - manager, another customer, etc.-
when you came back to the equipment form, various problems would occur -
screen might be blank, errors such as "cannot focus a disabled or
invisible window" might occur, etc.
|
RELEASE
1.8.200.12 7/16/2012
|
|
7/13/2012
|
General
|
On Windows 7 with Aero themes enabled, some message
confirmation dialogs were not showing up.
|
|
7/13/2012
|
Call Center
|
Stray text "<new>" was showing
through the timecard status description when a non-job related timecard entry
was selected.
|
|
7/12/2012
|
Wage Source Report
|
The report was showing earnings (dollars) on
timecard entries for salaried employees which did not really make sense since
they are not paid based upon the timecard entries. The amount will not show as zero dollars
like they do for piece rate employees.
|
|
7/12/2012
|
Opportunity Manager
|
Some views in the manager would not refresh, and show
a blank grid, if the currently selected view button was selected, but search
criteria was not changed before selecting Apply.
|
|
7/12/2012
|
General
|
(LAN only) Since 1.8.100.30, attempting to run
multiple sessions of SuccessWare(r)21 would fail with the error 'Directory is
busy'.
|
|
7/11/2012
|
Phone Call Report
|
Add marketing list option to the report.
Added a visible text export button to the interface
form. The report was already set up
for text export.
|
|
7/11/2012
|
Item Distribution Report
|
Add Summary Only option to the report which hides
detail line items in both the standard report and the variance report.
|
|
7/11/2012
|
Callbacks Report
|
When using a wide open callback date range,
canceled callback jobs were erroneously being included in the report.
|
|
7/10/2012
|
ACH Export
|
Added a user ability that controls whether the user
can modify the export path/filename when exporting ACH transactions. Path field is disabled if the user does not
have the ability set.
|
BETA RELEASE
1.8.200.11 7/9/2012
|
|
7/6/2012
|
Trial Balance Report
|
If expanded detail is selected, it will now also be
included in export to text (delimited).
|
|
7/6/2012
|
Payroll Reconciliation
|
In order to accommodate the possible need for
weekly pay periods with a bi-weekly disbursement, the reconciliation process
was modified to allow $0 disbursement when posting. When this situation occurs, a warning will
be displayed which will allow the posting process to either be aborted or
continued.
|
|
7/5/2012
|
ACH Export
|
ACH export for agreement billings for Citibank
Canada requires the originator's short name (code) and long name. Two fields were added for this purpose in register
account setup, visible when the Citibank Canada export format is selected.
Added a progress bar display to the export process.
While exporting, buttons on the form could be
clicked causing various errors.
|
|
7/2/2012
|
Timecard Report
|
Added an option to summarize hours by pay item, in
addition to timecard status.
In the Day, Employee, and Report summaries, added
summary of hours paid by status or pay item.
|
|
7/2/2012
|
Payroll Miscellaneous Wage Report
|
Added an option for new page on group break.
|
|
06/29/2012
|
Opportunity Manager
|
(SQL Server only) Search on follow ups by date
range was showing records up to 2 days after the date selected by the filter.
|
|
06/29/2012
|
Requisitions
|
When using the Set All Items Pulled feature,
entries to the General Ledger were not always being created properly.
|
|
06/29/2012
|
SWAPI, JobAdd
|
If a duplicate location to billing acct link was present,
JobAdd would successfully add a job, but return a failure when generating the
AssignmentResponse The error was
"Unexpected failure; Subquery returned more than 1 value.".
|
|
06/29/2012
|
Pricebook
|
When a new part, labor, or misc item was added in
the pricebook, the last updated time stamp was not being sent. This would cause third party applications
to miss them when looking for recent additions/changes when refreshing their
pricebooks.
|
|
6/21/2012
|
Event Log
|
Added an event log type for Vendor Edit. Each add and modify in the Vendor Detail
form is now logged to the event log.
|
BETA RELEASE
1.8.200.10 6/22/2012
|
|
6/21/2012
|
Opportunities Report
|
Marketing lists generated from the opportunities
report were missing the location records.
|
BETA RELEASE
1.8.200.9 6/21/2012
|
|
6/18/2012
|
Vendor Details
|
Add tracking for last modified date and user.
|
|
6/18/2012
|
Vendor List Report
|
Filter report by last modified date
Sort and group by last modified date and last
modified by (user)
Fixed bug where date range selected was not being
included in the report filter description on page 1 of the report.
|
|
6/15/2012
|
Paging
|
Since 1.8.100, Windows 7 users with an Aero theme
were experiencing a problem when sending a page to notify a technician about
an assignment. The page was going through, but the prompt to allow the
assignment to be marked as notified was not displaying.
|
|
6/04/2012
|
Reference Lookups
|
Since 1.8.100, on Windows 7 workstations with an
Aero theme, some Reference Lookups were not properly sized when there were a
small number of items in the list forcing the user to scroll the list to see
the last entry.
|
|
6/1/2012
|
Employee List Report
|
Cleaned up export to text. Many fields were not exporting including
employee code and employee name, and in some cases labels were exporting.
|
|
6/1/2012
|
QuickStart - Reconcile Options
|
Since 1.8.100, reconcile options could not be selected
(checked). Clicking on them would have
no effect.
|
|
5/29/2012
|
General
|
On some Windows 7 machines, login to the
application would fail with an error referencing the PDOXUSRS.NET file.
|
BETA RELEASE
1.8.200.8 5/24/2012
|
|
5/23/2012
|
AR Adjustment Form
|
Stray text was showing on the form behind the
Customer Address.
|
|
5/20/2012
|
Quick Start
|
When setting the Opening Balances for receivable
accounts, the form was not displaying all of the buttons – e.g. Show
Invoices, Show All Invoices, etc.
|
|
5/15/2012
|
SWAPI
|
When a Third Party application submitted credit
card information for a payment that was processed in the field and the
company used XCharge for processing payments in SuccessWare21, XCharge alias information
for the CC# was not being generated and stored for possible future use.
|
|
5/3/2012
|
Invoice Item Detail
|
Since the Windows themes change, part, labor, and
miscellaneous item totals were showing white on light gray and were nearly
impossible to read.
Also since the themes change, some stray text was
showing through on the part item totals panel.
|
|
5/2/2012
|
Calls Report
|
Added summary only option to the Calls Report
|
|
4/25/2012
|
Payroll Commission Reports
|
Added export to Text File (delimited) option.
|
|
4/14/2012
|
Balance Sheet, Income Statement (Standard and
Multi-Department)
|
If Expand Sub-account Detail is selected, this
information will also be included if exported to a text file.
|
|
4/10/2012
|
Billing Account History, Call Center, Customer Form
|
Fixed display issue for customer names with '&'
in them.
|
|
4/10/2012
|
Various forms
|
On some forms, buttons were partially cut off in
Windows 7. Moved buttons on the form to
account for Win7 GUI changes.
|
|
4/9/2012
|
Sales Quotes
|
Enabled the ability to set a Discount on a Sales
Quote. Quotes related to a Project cannot have a Discount.
|
BETA RELEASE
1.8.200.7 4/7/2012
|
|
4/5/2012
|
Help (F1)
|
Help file update.
|
|
4/5/2012
|
Opportunity Manager
|
Since the "themes" changes in 181x, the
information about a specific opportunity that displays at the bottom of the
grid was basically unreadable due to the text and background color
combination.
|
BETA RELEASE 1.8.200.6 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.
|
BETA RELEASE
1.8.200.5 2/11/2012
|
|
02/03/2012
|
Agreement
Renewal Notice
|
When emailing
a Renewal Notice, an error would occur, indicating that the EmailAddress
field was not found.
|
|
02/03/2012
|
Agreement
|
Sometimes
when terminating an agreement, an error "Invalid AgreementNumber: must
not be empty" error would occur, followed by "Cannot focus a
disabled or invisible window" error.
|
|
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.
|
|
1/25/2012
|
Version
Updates
|
A failed
or interrupted version update would then cause 'Field
"IsAccountLocked" not found' error to occur when attempting to
re-run and complete the version update.
|
|
1/24/2012
|
Reference
Library Import
|
On
occasion a reference library import might fail with a
'cannot
insert NULL' error.
|
BETA RELEASE
1.8.200.4 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.
|
|
1/9/2012
|
Account number masking
|
Do not replace an empty bank account number with a
masked value. Leave it blank so that
the user can easily tell whether it has been entered or not.
Bank account number masking looked too much like
credit card number masking. Reduced
the number of asterisks so that it is easily distinguished.
|
|
1/18/2012
|
ACH export files
|
Modified the file format for exported ACH transaction
to omit the SuccessWare21 generated transaction reference number, and to use
'470' as the transaction code for customer agreement debit transactions.
|
|
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.
|
|
1/12/2012
|
Agreement
- Adjust Reserve
|
There was
an unused red label showing through in the middle of the form.
|
|
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.
|
|
12/28/2011
|
Commission
Period Stub Report
|
When emailing
this report, it would fail with an application exception error.
|
|
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.
|
|
12/21/2011
|
Agreements
|
Add right-click menu to unmask account number when
payment type is Funds Transfer.
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12/19/2011
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Service Location List
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When printing with a large number of pages, users
would sometimes experience an Out of Memory error. We modified the report to
be able to handle larger reports.
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12/16/2011
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Inventory
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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.
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BETA RELEASE
1.8.200.2 12/14/2011
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12/14/2011
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Initial Beta Release
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