SuccessWare21®

Version 1.8.4.x

Concept Guides and
Additional Documentation

What’s New 1.8.4

Fixes 1.8.4

What’s New / Fixes 1.8.3

Latest Build: 1.8.400.21; 5/12/2014

What’s New in 1.8.400.20

·      Email Setup –Users on the ASP are no longer required to use the ASP email server for sending email or email pages.  A checkbox has been added to the email setup form that will allow the server configuration to be enabled for editing.

What’s New in 1.8.400.13

·      Event Logging The following events are now posted to the SuccessWare21 event log. This is a change in the event log only and does not require any process change to implement.

o   Merge/Delete Billing Account, Merge/Delete Location, Merge/Delete Vendor - These events are posted when either a Billing Account, Location or Vender Merge/Delete operation takes place.

What’s New in 1.8.400.3

·      Vendor credit card payment processing in payables – Credit Card payments (multiple at one time) can now be made from Pay Bills.

-    In Vendor Details, for each vendor that you normally pay by credit card, select “Credit Card” as the vendor’s default payment method.

-    When selecting bills to pay, simply select Credit Card at the top of the pay bills form.  Any vendor that has a preferred payment method of “Credit Card” will show up for bill selection.  Once bills are selected, selecting “Pay” opens the credit card payment queue (rather than the check payment queue).

·      Vendor Credit Card Payment flat file export – SuccessWare21® now has the ability to create an export file (with remittance information) of credit card payment transactions to allow paying vendors by virtual credit card.  For more information on this feature click here.

·      Vendor Debit Payment flat file export – SuccessWare21® now has an export format (Citibank Canada ACH) that includes remittance advice and vendor email information.

What’s New 1.8.4

Fixes 1.8.4

What’s New / Fixes 1.8.3

Fixes made in 1.8.4.x

DATE

MODULE / FORM

DESCRIPTION

RELEASE 1.8.400.21  5/12/2014

5/12/2014

Email Setup

(ASP only) Use Default Server field was not initializing properly.

RELEASE 1.8.400.20  5/8/2014

5/6/2014

Email setup

(ASP only) Users on the ASP are no longer required to use the ASP email server for sending email or email pages.  A checkbox has been added to the email setup form that will allow the server configuration to be enabled for editing.

5/1/2014

Warranty Expiration Report, now Warranty List Report

Added an option to run the report by warranty start date range.

Added option to filter/sort/group by reserve department.

Added reserve department to the report and text file output.

Re-titled report as Warranty List (was Warranty Expiration).

Cleaned up some radio button labels on the report interface.

Cleaned up some of the report filter descriptions in the report header.

4/29/2014

Payables Manager

Added address, phone1, and remit address fields as optional fields that can be selected in the grid report for the Accounts view of the Payables Manager.

RELEASE 1.8.400.19  4/24/2014

4/16/2014

Service Location List Report

The report heading was not showing the filter selections for Current Agreement Status.

4/15/2014

Pricebook Item List Report

When printing to a file from the report preview form, the report would go into an endless loop and never finish.  Note: this was only an issue when going to file from the preview form.  It would work OK when going directly to the print dialog to print to file.

RELEASE 1.8.400.18  4/14/2014

4/14/2014

Project Management

A change in 1.4.400.15 caused a new error - 'Parameter aProjectID not found' - that prevented closing projects.

RELEASE 1.8.400.17  4/11/2014

4/11/2014

SWAPI

Applied the patch/update to address the OpenSSL "Heartbleed" bug.  This would affect SWAPI only and not SuccessWare21.  New SSL Certificates are also deployed with this update since it is possible that existing certificates could have been compromised.

4/11/2014

End User License Display Form

 

Depending upon screen resolution and font size settings, the bottom of the license display form might have been behind the task bar or off the bottom of the screen hiding the Accept/Decline/Close buttons.

RELEASE 1.8.400.16  4/3/2014

4/3/2014

Invoice Manager

Some users were experiencing slowness when opening a range of invoices in the Invoice Manager. Enhancements have been made to speed up this operation.

4/2/2014

Printed checks

The US Blank Stock check formats were not including the check memo for the vendor.

3/21/2014

SWAPI

Fixed errors with memo data containing invalid characters (copied and pasted from other applications) from causing “XML Parse error” with SWAPI.  Invalid characters will be replaced with a "?" in responses from SWAPI.

RELEASE 1.8.400.15  3/19/2014

03/19/2014

Pricebook Item List Report

Attempting to use the barcode label option when any task items were included would fail with ‘Parameter aIC_ItemID not found’ error.

03/13/2014

Work Orders Report

Added sort, so Work Orders are printed in order of Employee, then Scheduled Date/Time.

03/05/2014

SWAPI

Under extremely rare circumstances, SWAPI JobPunch could get caught in an infinite loop when trying to update the employee’s timecard.

03/04/2014

Project Phases

When creating a job for a project phase, SuccessWare21 will now confirm that the phase is associated with a valid Job Type and Job Class before allowing the job to be created.

03/04/2014

Agreement Manager

Adjusting Invoices were not showing up when the filter to show unposted invoices was turned on.

03/02/2014

Purchase Orders

When Printing a Purchase Order, the items will now be printed in the order that they are being displayed in the Purchase Order form.

03/02/2014

Agreement Manager

Added Zone column to the grid.

RELEASE 1.8.400.14  2/23/2014

2/21/2014

Call Center

Since 1.8.400.13, In the Daily Assignment (vertical) View of the Call Center, attempting to extend the duration of a call that was in an on-site status would fail with the error "Incorrect syntax near ')'".

2/18/2014

Project Management

Corrected a bug that was not allowing a project Opening Balance Billing Entry to be deleted.

2/14/2014

General

Progress bars were not displaying progress in Windows 7 and up.

2/12/2014

Company Setup

On some databases it was taking several seconds to complete entering edit mode.

BETA RELEASE 1.8.400.13  2/10/2014

2/10/2014

Sales Lead Tracking Report

Added the ability to optionally show Sales Summary Follow Up information to the report.

2/8/2014

A/R Invoices

A/R Invoices being added via Third-Party applications were not getting the default task detail on the invoice when adding a line item for an Agreement Visit that has a linked task.

2/7/2013

Call Center (Dispatch)

For companies with a large number of employees, assigning or reassigning a call could take a long time, possibly up to 10 seconds or even more, to determine the employee qualifications for the job.  This time it takes to do this has been improved considerably.

2/7/2014

Purchase Order Item Status Report

Added Vendor Item Number to the report output.  The field has been included in the optional extended detail (values) region of the report.

2/7/2014

Purchase Order Form

SuccessWare21 was allowing receipts and vendor invoices to be created for a purchase order that had been canceled.

2/5/2013

Payroll Export

A "stream write error" would sometimes occur in a Citrix 64-bit environment when exporting payroll to a client drive letter.  We fixed this in April 2013 for the QuickBooks payroll export.  This applies the same fix to the other export format options.

1/22/2014

Account Register

Added Check Register report option to right-click menu for cash box and credit card accounts. It was already present for bank accounts.

1/20/2014

SWAPI

Invalid document requests will now return a HTTP error 400 instead of 200.  This is to ensure that PCI scan tools recognize the return result as a failure.

BETA RELEASE 1.8.400.12  1/14/2014

1/13/2014

Vendor Payments/Refunds

When writing a check to a vendor, SuccessWare21 will now perform an additional check to ensure that the amount of the check matches up with the total of invoices being paid.

1/12/2014

SWAPI

The Change in the previous version regarding payments on sales quotes caused problems with completing sales jobs in the field and has been temporarily reverted until fixes can be made in the SWRemote application.

BETA RELEASE 1.8.400.11  1/03/2014

12/31/2013

Reports

Fixed positioning of the sort and group boxes to ensure they are in the correct order of Sort then Group.

12/18/2013

SWAPI

Security update, required for PCI compliance.

-SWAPI will no longer fulfill requests for files where the path from the URL causes SWAPI to attempt to access files from parent folders.

-SWAPI configuration option is now available to abort SSL renegotiation when checked.  When a client attempts SSL renegotiation and the option to abort SSL renegotiation is used the connection will be aborted.

12/31/32013

Account Register Setup

Allow a cash account to be assigned to a credit card register account.

Issue a message dialog for user confirmation when assigning an asset (cash) account to a credit card register.

12/13/2013

SWAPI

Improved the error message returned when ARPaymentUpdate is submitted without either a valid alias or credit card number when the company is XCharge enabled.

12/12/2013

SWAPI

Third-Party applications were allowing Payments to be submitted on a sales quote. SWAPI has been updated to prevent this action.  Sales quotes do not currently allow payments.

12/02/2013

Agreements

Added the ability to resize the Equipment List grid in the Agreement form.

BETA RELEASE 1.8.400.10  11/26/2013

11/25/2013

Merge/Delete Vendors Utility

Since 1.8.400.6, an application exception error would display when opening the Merge/Delete Vendors utility.

BETA RELEASE 1.8.400.9  11/22/2013

11/21/2013

Permits

Editing permits would sometimes lock up if more than one stage was modified before saving the changes.

BETA RELEASE 1.8.400.8  11/19/2013

11/19/2013

SWAPI

A change to request logging in the prior build caused some requests to fail with 'Out of Memory' error.

BETA RELEASE 1.8.400.7  11/14/2013

11/14/2013

Customer Search

The “Take Call” button was not respecting the settings for the Create / Edit Job user abilities, and would open Call Taking when the user should not have had access.

11/14/2013

Agreement Visits Form

Under certain circumstances it was possible to get the error “Cannot Locate Agreement” when attempting to create a call for a visit from the agreement.

11/12/2013

Income Statement Report

The department selection list now has an option to hide or show inactive departments.

11/12/2013

SWAPI

Eliminated support for weak ciphers in order to comply with PCI network certification requirements.

11/5/2013

Call Center

On Windows 7/8 machines, it is no longer necessary to "run as administrator" in order for SW21 to recognize the MapPoint installation and create menu options.

11/5/2013

Void Checks

The caption for one of the radio buttons on this form was displaying its text inconsistently.

11/5/2013

SWAPI

Changed the order that Job Instructions are added in when added via a third-party application. The newest instructions will be inserted at the beginning of the notes, instead of at the end.

11/5/2013

SWAPI

Enhanced logging when accessing SWAPI via a browser, instead of a third-party application.

BETA RELEASE 1.8.400.6  11/5/2013

11/5/2013

Projects

When Closing/Finalizing a project, Successware would sometimes report that there was an outstanding balance on A/R Retainage, even though none existed.

11/4/2013

Sales Lead Tracking Report

The Unit / Eq columns for the sale were missing from the text/XLS export file.

Re-ordered the export fields into the same order as the report to make field identification easier.

11/4/2013

Warehouse Inventory Adjustment

Corrected the bug that would clear the Minimum and Maximum Quantities along with the Bin Number when an inventory adjustment was subsequently adjusted.

11/1/2013

Sales Summary

The down arrow shortcut key to pop up the Employee reference book was not available for the Referred By field in the Follow Up section of the form.

10/28/2013

Open Receivables Report

When exporting the Open Receivables report, records would sometimes get split across multiple lines.

10/23/2013

Cash Receipt

Corrected a bug that was causing an error “field PaymentMethod not found” to occur on occasion.

10/23/2013

CSI Credit Card Export File

Include the ACH Transaction ID number in the reference column of the vendor header row

BETA RELEASE 1.8.400.5  10/22/2013

10/21/2013

Agreement Manager

When attempting to export agreement ACH payments, the error "Parameter aAccountType not found" would occur.

BETA RELEASE 1.8.400.4  10/17/2013

10/16/2013

Account Register, ACH Export

Check/transaction number column for the “Canada ACH with Remittance / Email” template was not formatted correctly.  Changed it to be right justified and zero filled.

10/14/2013

Account Register – Credit Card Export

(MS-Access only) Fixed an error that would occur when selecting the “Test” export button.  The error was “Could not export (key violation.  Microsoft ODBC Access Driver Query input must contain at least one table or query”.

10/14/2013

Performance

Improved the efficiency of some queries to help improve performance in the following areas - Call Center refresh, posting of inventory transactions such as requisitions, adjustments, and vendor invoices, and opening of the Invoice Tracking Manager.

10/11/2013

1099-MISC / 1096

Updated for changes in 2013.

10/11/2013

Invoice

Corrected the problem with Tax Included sometimes printing on top of the Payment Amount in the invoice totals.

10/09/2013

Permit Form

Corrected the bug that would sometimes cause the system to hang when editing a permit a second time.

10/05/2013

Equipment Form

Added ability to sort equipment in grid.

10/05/2013

Receivables Manager

Added ability to generate a Marketing List from the Accounts view of the manager.

09/10/2013

Service Location List and Location History Report

Added secondary name fields to the exportable report fields.

BETA RELEASE 1.8.400.3  10/1/2013

10/1/2013

Initial Beta Release

 

 

 

 

 

What’s New 1.8.4

Fixes 1.8.4

What’s New / Fixes 1.8.3