Concept
Guides and Additional Documentation
·
Calls Report, Work Order and Work Order
Summary Report – Added Lot ID field.
·
Job Happy Check Report – Added Lot ID and Subdivision fields.
·
Job Cost Analysis Report – Added Salesperson field to job info in the
report.
· SWAPI – SWAPI has been upgraded to 64-bit for performance and stability. For users in the cloud hosted environments, the upgrade from 32-bit to 64-bit SWAPI will happen automatically. LAN users will be required to perform the migration process with assistance from Successware support where needed.
· AR and AP Transactions reports – Added Posted By to the report and added the ability to sort/and group by Posted By.
· Invoice Scorecard report – Added "Total Money Sales" which aids in validating the average money sales amount.
· Credits Scorecard report – Added "Total Money Credits" which aids in validating the average money credits amount.
· Warranty List report – Added the ability to filter/sort/and group by the warranty no field.
· OpenEdge - Updated the OpenEdge integration to use new EdgeExpress API for capturing credit card aliases.
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DATE |
MODULE /
FORM |
DESCRIPTION |
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RELEASE 2.1.200.18
4/6/2021
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3/25/2012 |
SWAPI |
Fixed an occasional '?' showing up in notes fields when using speech to text on the mobile device. |
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3/18/2021 |
Calls Report, Work Order and Work Order Summary Report |
Added Lot ID field |
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3/18/2021 |
Job Happy Check Report |
Added Lot ID and Subdivision fields |
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3/18/2021 |
Job Cost Analysis Report |
Added Salesperson field to job info in the report |
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3/17/2021 |
SWAPI |
HistoryQuery (AssignmentQuery, AssignmentListQuery, etc.) now returns unique JobID's for archived history so that Mobile does not group all archived history invoices on a single job. |
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RELEASE 2.1.200.17
3/15/2021
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3/15/2021 |
Call (Dispatch) Center |
Fixed 'Range check error' that could have occurred if the Time Slot Group panel became too small. |
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RELEASE 2.1.200.16
3/14/2021
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Edit Campaign |
Fixed 'string or binary data would be truncated' error that could occur when opening a campaign. |
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RELEASE 2.1.200.15
3/7/2021
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3/5/2021 |
Bank Reconciliation |
Some banks provide inconsistent QFX (OFX) file formatting for statement downloads which could sometimes cause an error when importing. If an error is encountered, a cleanup of the QFX (OFX) file will be performed and a re-import attempted. |
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3/1/2021 |
Purchase Order |
If an error occurred when creating a receipt or invoice for a PO, the error was being lost. A message dialog will now be displayed and the error entered into the event log. |
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3/1/2021 |
Reference Books |
Added additional error handling to help prevent a reference book lookup from being left in an invalid state which could have caused various problems including missing vendor information on receipts and invoices created from purchase orders. |
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2/28/2021 |
SWAPI |
Fixed a problem in SWAPI where assignments on certain jobs created from the field or on certain jobs continued to another day from the field would get a zero duration and result in an error in Mobile. This would occur if the job type assigned to the job had no standard duration assigned. Calls and assignments created in SWAPI will now get a minimum duration of 30 minutes. |
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2/28/2021 |
Call (Dispatch) Center |
Fixed a problem with horizontal dispatched and scheduled lines sometimes incorrectly drawn as dashed instead of solid |
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RELEASE 2.1.200.14
2/27/2021
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SWAPI |
Fixed "Unexpected failure; Invalid object name" error in CompanyQuery command when attempting to log into tutorial databases from Mobile in the hosted environments. |
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2/24/2021 |
Agreement Manager, Periodic Invoices |
When the OpenEdge integration is enabled but agreement recurring invoice payments are being processed outside of Successware21/Open Edge, periodic billings could not be marked paid and posted because payments are enabled for Open Edge processing by default when the invoices are created. In the Periodic Invoices view of the Agreement Manager, a right-click menu option has been added - Disable OpenEdge on all payments w/ no alias - which is used to disable these payments for Open Edge processing. |
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2/23/2021 |
Add-On Manager |
Schedule Engine will now appear on the My Add-Ons page after successful installation. See the Add-On Manager for more information about Schedule Engine. |
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2/19/2021 |
SWAPI |
In ARInvoiceUpdate, added a check to prevent visits from being added to sales quotes. Visits performed are not allowed on sales quotes. |
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RELEASE 2.1.200.13
2/18/2021
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2/18/2021 |
SWAPI |
SWAPI has been upgraded to 64-bit for performance and stability. |
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2/18/2021 |
Payment Processing Wizard |
Corrected Duplicate Order ID error that would sometimes occur when entering a credit card number for alias capture. |
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RELEASE 2.1.200.12
2/7/2021
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AR and AP Transaction Reports |
Added a column for Posted By Added sort/group by Posted By |
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2/1/2021 |
SWAPI |
In LocationInfoUpate, two-letter state abbreviations will now be automatically capitalized as required. |
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1/21/2021 |
Notes Form |
Insert Username into the notes along with date/time when CTRL+SHIFT+2 date/time shortcut is used. |
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1/20/2021 |
Job Summary Analysis Report |
Since 2.1.100.32, when IsConvertedLead was added to the report, it was missing from text / XLSX export even though there was a column header for it and causing all of the subsequent columns to be offset from their headers. |
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1/19/2021 |
Invoice Scorecard Report |
Added "Total Money Sales" which aids in validating the average money sales amount. |
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1/19/2021 |
Credit Scorecard Report |
Added "Total Money Credits" to the report which aids in validating the average money credits amount. |
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1/18/2021 |
SWAPI |
If an add on app (Mobile, etc) omits a value for Zone when submitting JobAdd, SWAPI will now autofill it with the value taken from the location record. |
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RELEASE 2.1.200.11
1/17/2021
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1/12/2021 |
SWAPI |
Since version 2.1.100.32, JobCancel was failing to actually cancel the job. This typically was affecting job cancel requests from external call center apps. |
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1/7/2021 |
Warranty List Report |
Added the ability to filter/sort/and group by the warranty no field. |
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1/7/2021 |
GPSTrackIt |
If a device PIN had not been setup, the system would give a “Cannot convert object into string” error message. |
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1/7/2021 |
Company Setup |
Changing GPS Provider to "None" may not have been clearing out the saved credentials. |
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RELEASE 2.1.200.10
1/6/2021
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12/11/2020 |
Initial Release |
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