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DATE
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MODULE / FORM
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DESCRIPTION
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RELEASE 1.8.600.25 8/8/2014
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8/8/2014
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AR Invoice
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Line item retainage can now be a negative number in
order to reduce retainage for credit line items.
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RELEASE 1.8.600.24 8/6/2014
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8/5/2014
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Report Gallery
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The "M"arketing
icon was missing from the Warranty List report.
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8/4/2014
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Payables Manager
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Include inactive vendors in the Accounts view, inactive vendors are filtered out by default. Prior
to this change, when using the vendor approval feature, it was not possible
for an approver to find and approve a vendor modification that included
reactivating a vendor.
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8/1/2014
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ACH Payments
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When making ACH payments and emailing remittance to
vendor, the vendor check memo is now included in the body of the email. Some vendors will not accept ACH payments
unless the account number with the vendor is referenced.
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8/1/2014
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Check Register Report
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Added the ability to filter down to miscellaneous
receipts/payments only.
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8/1/2014
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Sales Invoice Items Report
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Under the pay base report option, added an
additional option to suppress zero employee pay base splits.
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8/1/2014
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Vendor Details
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When using the vendor approval process, changes to
CC Export Enabled were not being saved.
Also, a change in payment queue to Credit Card was displayed in the
pending changes review as Credit (but was still being updated properly when
changes were accepted).
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8/1/2014
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Vendor List Report
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When using the vendor change approval process and
running the report by Last Approved, vendors approved on the last date of the
form/thru date range were being excluded from the report. Cleaned up modified and approved date
values. No time is stored for consistency.
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8/1/2014
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Vendor Invoice
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On occasion, on a receipt/invoice created from a
PO, a line item might have showed a job number, but the job links behind the scenes
were not intact causing problems such as in attempting to calculate project
invoice retainage. The problem would
occur if the PO had a job number in the header, but a line item on the PO did
not.
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7/31/2014
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Sales Invoice Items report
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There was a large block of empty space in the
middle of the form, sometimes causing the bottom of the window, and buttons,
to get hidden behind the task bar.
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7/31/2014
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SWAPI
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SWAPI would allow requisitions to be created for inactive
warehouses. The lookup of warehouse by
vehicle number might have resulted in the old inactive warehouse after a
warehouse was deactivated and the vehicle number assigned to a new warehouse.
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7/30/2014
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Requisition, Return, Warehouse Transfer, Warehouse
Adjustments
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A flaw in the data validation routines could have
caused an endless looping of validation failure messages in the case where an
invalid entry had been made and Undo was selected while still focused on the
control with the invalid entry.
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7/29/2014
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SWAPI
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Make task notes available to external applications
in PricebookTaskQuery response
Set task notes on invoice from task setup on
invoice items submitted from the field.
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7/29/2014
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AR Invoice
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If Employee Pay Base total was edited for a line
item, the displayed pay base amount below the item grid was not refreshing to
show the updated amount.
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RELEASE 1.8.600.23 7/25/2014
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7/25/2014
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General
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(Only when using SW21Keys Caller ID interface) If
SW21Keys would fail to launch for some reason, SuccessWare®21 was also
terminating. SuccesWare®21 will now
continue to run without SW21Keys.
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7/24/2014
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Project Invoices / AIA Application Number
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The application number being printed now shows in
the AIA report print dialog.
The AIA Application Number has been added to the
Project Billing Grid for reference.
Changes were made in the way the next application number is generated which should
reduce the probability of number sequence problems.
An option has been added to the Project Billing
Grid that will allow starting with an application number other than zero
which can be used in the case of open balance projects.
A “Fix” option has been added to the Project
Billing Grid that will allow the AIA application number sequence to be
rebuilt in case they had been generated out of sequence.
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7/24/2014
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Payables
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Corrected a rare situation where a posted or
adjusted vendor invoice could become out of sync with payables and general
ledger posting for the invoice. The
correction also fixes similar discrepancies that might occur when posting (or
adjusting) in other modules.
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7/24/2014
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Vendor Part Import
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Import was failing with “access violation” errors
when either option “Update prices for vendor part items” or “Add new vendor
part items when necessary” was selected.
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RELEASE 1.8.600.22 7/22/2014
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7/21/2014
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Cost Adjustment
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Added item category and item group to the grid in
Cost Adjustment Item Review.
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7/21/2014
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Vendor List Report
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When leaving date range blank (to report all
vendors), the report was not finding any vendors and reporting "Nothing
to report".
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7/18/2014
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X-Charge
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(LAN only) When SuccessWare21 is cannot determine
the Domain or Network group membership it will use an alternative method to
allow XCharge processing to potentially work with
multiple workstations. Even so, XCharge still requires a consistent setup across all
workstations on the network.
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7/18/2014
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AR Invoice, SWAPI ARInvoiceUpdate
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Corrected discount calculations that, due to
rounding errors, on occasion would result in a discount amount that was off by
a penny or so.
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RELEASE 1.8.600.21 7/15/2014
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7/14/2014
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Wage Source Report
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Some columns were not totaling correctly when there
were timecard entries between regular and overtime/premium.
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7/14/2014
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A/R Invoice
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On occasion, when posting an invoice the system
would mistakenly report that 'pay base splits for one or more items have not
been fully allocated at 100%' and the invoice would not post. One situation where this seemed to occur
was after adjusting a previously posted invoice.
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7/9/2014
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X-Charge
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(LAN using Workgroups only) When SuccessWare21 is
participating in a network workgroup it will now be possible for all the
workstations in the workgroup to use X-Charge. After installing this update, X-Charge will
need to be re-activated using the XCharge Setup
Wizard to recognize new settings.
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RELEASE 1.8.600.20 7/6/2014
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7/3/2014
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Sales invoice Items Report
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Group and final totals were sometimes being
misreported.
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7/3/2014
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Sales Invoice Items Pay Base Report
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Group and final totals were sometimes being
misreported.
Added a column for the percent of the item pay base
for each employee.
Added a column for the amount of the item sale
attributable to each employee based upon the percentage of pay base
allocated.
Identify the primary technician using an asterisk
(*) in front of the employee code.
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7/1/2014
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Job Scorecard Report
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Modified the report to exclude any non-tech /
non-subcontractor employees. Previously
the report was showing office employees hours worked if their time is being
tracked in the timecard.
Added company name to report header.
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7/1/2014
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SWAPI
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Modified CompanyQuery to
include fields indicating whether a company is active, and if it is enabled
for the connected agent.
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6/27/2014
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Downloaded updates
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(LAN only) Included the latest client install files
in the updates downloaded via Check For Updates.
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RELEASE 1.8.600.19 6/25/2014
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6/24/2014
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Vendor Invoice Form
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Corrected the bug in which retainage line items
were being misreported as out of balance when attempting to post the vendor
invoice.
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6/24/2014
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Job Form
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When creating a new job in the Job Form for a new location
customer, the Lead Source Type was not being copied over from the customer to
the job. This has been corrected.
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6/24/2014
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Vendor Change Approval
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Corrected an issue where under certain circumstances
a “permission denied” error might occur and pending changes would be
discarded when attempting to approve changes.
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6/24/2014
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Lead Source Reference Book
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Allow the lead source reference book to be reset
for lead source type confirmation in order to apply new changes to historical
data. This may be done for lead sources individually or for the entire book
at once.
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6/19/2014
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Inventory
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Corrected an issue that was occasionally causing the
value on part tags part to become corrupted. The issue occurred on some
occasions when excess parts had been purchased or requisitioned and some of
them later returned.
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RELEASE 1.8.600.18 6/17/2014
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6/13/2014
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SWAPI
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In the case where the "add reference
code" syntax was being used for LeadSource and
the LeadSourceType assigned to the LeadSource in the SW21 Lead Sources reference book was
anything other than 'Other', LocationInfoUpdate
would fail with the error 'Incorrect Lead Source Type specified for Lead
Source'.
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6/11/2014
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Service Location List Report
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When using the Lead Source option under the Job
Reference options, an error would sometimes occur indicating that the
parameter aProjLeadSource was not found.
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6/10/2014
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General
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Default the SW21 backdrop to "on" the
first time SuccessWare(r)21
is run.
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6/7/2014
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Job Summary
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Any editing of the job summary was causing any changes
that had been made to the job's invoice for an alternate billing account,
payment method, department, or salesperson to be overwritten to match the job
even when those particular values were not even being changed on the job.
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6/6/2014
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AP Invoice List Report
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Corrected the Report Total Balance values.
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6/4/2014
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Call Center
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In the Daily Assignment View (vertical view) and in
the Weekly Job View of the Call Center, when dark zone colors were being used,
the caption on the call was difficult or impossible to see. Captions are now displayed in a contrasting
color.
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5/29/2014
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PB Item Lookup
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"As Task" checkbox, window title, and 'X'
button were not displaying properly.
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5/28/2014
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Item Lookup
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Corrected a bug that would sometimes cause only one
column to scroll on the Item Lookup form.
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RELEASE 1.8.600.17 5/30/2014
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5/29/2014
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AR Invoice Cost Detail
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Under the condition where the payroll module was activated
but not payroll periods had been created yet, the program would continually
query the database and a SQL hourglass would display constantly.
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5/26/2014
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Call Backs Report
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Added Call Back Job Class and Type to the report
Added Job Type and Job Class filter, sort, and
group
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5/25/2014
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Receipts
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Added a feature that catches a rare situation
before posting where the received (or billed) quantity for an item on a
Receipt (or Vendor Invoice) doesn't match the sum of the received (or billed)
quantities for the splits.
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5/22/2014
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General
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Added the "SW21" text back into the
optional SW21 backdrop, but with fewer repetitions than it had previously,
and with less contrast against the background color.
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5/20/2014
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Job Summary Analysis Report
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Cleaned up the text / XLS data file export when
running the report without expanded detail and grouping (field labels had
been interspersed with data) and also
added the group values to the export file.
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5/20/2014
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SWAPI
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ARInvoiceUpdate would
sometime fail with the error 'Standard Parts/Labor/Misc
items require the DetailType to be specified' when
submitting an invoice that included an item with "standard" cost
detail (STDPART, STDLABOR, OR STDMISC).
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5/17/2014
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Import Miscellaneous Labor Wages / Import
Miscellaneous Commissions
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Updated the column headings
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5/16/2014
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Purchase Order
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Include Purchase Order <ExpectedDate>
in the eOrder XML.
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5/16/2014
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SWAPI
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Return empty dates as empty, rather than
'18991230T00:00:0000' in certain command results, including…
-
JobProgressListQuery
(Scheduled, StartDate, EndDate)
-
JobProgressList2Query (Scheduled, StartDate, EndDate)
-
MessageQuery
(Processed)
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5/13/2014
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G/L Setup
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Under the subaccounts tab, the Activate and
Deactivate buttons were not always enabled correctly. This has been
corrected.
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5/13/2014
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Company Setup
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The abbreviation for a State or Province will now
be capitalized.
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BETA RELEASE 1.8.600.16 5/12/2014
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5/12/2014
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Email Setup
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(ASP only) Use Default Server field was not
initializing properly.
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BETA RELEASE 1.8.600.15 5/8/2014
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5/6/2014
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Email setup
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(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.
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5/2/2014
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General
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Removed the (annoying) repeating "SW21"
from the backdrop. (Note: The backdrop
can be turned on/off by right-clicking on the SW21 toolbar.)
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5/1/2014
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Warranty Expiration Report, now Warranty List
Report
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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.
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5/1/2014
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Location List Report
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Added the ability to filter the report for those
locations that either have or do not have a third party contract.
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4/29/2014
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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.
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4/29/2014
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Email Paging Fields
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Added the location contract number to the available
paging fields. (Re-labeled the job contract and claim number fields to
accommodate location Contract No.)
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4/28/2014
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SWAPI
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When creating or updating a location record (LocationInfoUpdate) and not submitting a lead source, a
"data type mismatch" error would occur.
Raise error if lead source type was submitted
without also submitting a lead source, There must be a lead source when
there is a lead source type.
In cases where lead source type is not submitted,
only set lead source type to 'Other' when there is a lead source
present. There must be a lead source
when there is a lead source type.
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4/15/2014
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Call Center
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Added phone 1 thru 4 extension information into the
call information display panel at the bottom of the call center.
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4/15/2014
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Location Form
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-The lookup button for Preferred Emp was misplaced and hidden behind another control and
not visible.
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BETA RELEASE 1.8.600.14 4/24/2014
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4/24/2014
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Call Center
|
Repeated 'invalid blob handle in record buffer'
errors would occur for larger companies with a large number of calls per day.
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4/16/2014
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Service Location List Report
|
The report heading was not showing the filter
selections for Current Agreement Status.
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4/15/2014
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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.
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BETA RELEASE 1.8.600.13 4/14/2014
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4/14/2014
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Project Management
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An error was occurring - 'Parameter aProjectID not found' - that prevented closing projects.
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BETA RELEASE 1.8.600.12 4/11/2014
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4/11/2014
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SWAPI
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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.
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4/11/2014
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End User License Display Form
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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.
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4/10/2014
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Payroll Misc Wages
|
Corrected the "ambiguous field" error
that occurred in the Miscellaneous Wage Manager when clicking on the grid
column titles to sort.
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4/10/2014
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Printed Work Order
|
Corrected the issue where the new Contract No and Plan
Type fields were overwriting the first line of the directions field on the
printed work order. The contract # and
plan types were down the page to show just above the section for location
agreements.
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BETA RELEASE 1.8.600.11 4/3/2014
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4/3/2014
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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.
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4/2/2014
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Printed checks
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The US Blank Stock check formats were not including
the check memo for the vendor.
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4/1/2014
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General
|
If use of SuccessWare(r)21 is terminated and software activation is allowed to
expire, access to the software had been restricted to reports and certain
utilities only. Now, all areas will
still be accessible for review of existing data, but the addition of certain
new data will still not be allowed, including locations, jobs, phone calls, vendors,
purchase orders, vendor invoice, or payroll periods.
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3/26/2014
|
Service Location List Report
|
The report was omitting the contract numbers when
using the job reference filter.
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3/25/2014
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Merge/Delete Locations
|
Under some circumstances, a location with a third
party contract was allowed to be the "merge from" which should
never be allowed.
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3/21/2014
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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.
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BETA RELEASE 1.8.600.10 03/19/2014
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03/19/2014
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Initial Beta Release
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