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Concept Guides and Additional Documentation

SWAPI Summary for 2.1.4.x

Fixes in 2.1.4.x

SuccessWare®21

What’s New in 2.1.4.x

Latest Build: 2.1.400.20; 12/27/2021

What’s New in 2.1.400.17

· Invoice Manager – Added Salesperson to the grid. It will also allow sort and group by Salesperson when printing the grid report.

· Permits Report, Permit Stages Report – Added location email address to the report.

· Open Receivables Report, Invoice List Report – Added Address2 to billing account address and location address (Service At).

· AR Aging Report – Added Address2 to location address (Service At).

What’s New in 2.1.400.17

· Pricebook Item Search – Made the grid wider along with the description column. This will be especially useful if the option to include GL Account and Expense Type in the search grid is selected in Company Setup, which reduces the width of the description column.

What’s New in 2.1.400.15

· Phone Call Report – Allow time slots to be grouped using Job Type in addition to Job Class. For more information about Time Slot Capacity Management.

· Invoice Item Detail Report – Added an option to run the report based upon date range that the invoice was paid in full. This may be useful when using the report to accumulate cost for use tax purposes and use tax is not payable until the invoice is paid. Also added tax code and filtering by tax code to the report.

· Warehouse Tag Manager – Added search filters for Manufacturer and Model No. Added Manufacturer and Model No columns grid for display.

What’s New in 2.1.400.14

· Time Slot Capacity Management – Allow time slots to be grouped using Job Type in addition to Job Class. For more information about Time Slot Capacity Management click here.

· Location Documents with Dropbox – Changes to accommodate authentication changes to Dropbox for expiring tokens taking effect September 30th. This requires disabling the existing Dropbox addon, now called “Dropbox (deprecated)” and enabling the new ”Dropbox” addon in the Add-On Manager. For more information about Dropbox integration click here.

What’s New in 2.1.400.13

· Email appointment – Added the location email address to the appointment description in an emailed appointment.

· Invoice Item Detail Report – Added the ability to sort/group by location state, city zip, and zone.

· Assignment Attention – Increased the size of the attention note field from 40 to 100 characters.

What’s New in 2.1.400.7

· Receivables Manager – Added a filter in the accounts view for accounts with a retainage balance.

· SWAPI - In ARInvoiceUpdate when agreements are created from the field payment information can now be accepted that will carry through to future periodic / recurring payments.

What’s New in 2.1.400.2

· Sales Lead Tracking Report – Added department for the resulting job created from the sales lead. Added email address to the customer information.

Fixes made in 2.1.400.x

DATE	MODULE / FORM		DESCRIPTION
RELEASE 2.1.400.20 12/27/2021
12/10/2021	SWAPI	Modified JobAdd and LocationInfoUpdate so phone numbers are formatted correctly. Phone numbers from BookIt were being truncated.
RELEASE 2.1.400.19 12/4/2021
12/4/2021	SWAPI	(LAN only) New SSL certificate to replace certificate expiring on Dec 6.
RELEASE 2.1.400.18 12/2/2021
11/24/2021	Invoice Manager	Added Salesperson to the grid. It will also allow sort and group by Salesperson when printing the grid report.
11/22/2021	Call Taking	When assigning a visit and choosing to change the job class for the call to 'AgreementVisit', the timeslot availability was not changing to reflect the job class / job type change.
11/11/2021	General	Fixed 'Range check error' that would occasionally occur when launching the application and version updates are required.
11/10/2021	Permits Report, Permit Stages report	Added location email address to the report.
11/10/2021	Open Receivables Report, Invoice List Report	Added Address2 to billing account address and location address (Service At)
11/10/2021	A/R Aging Report	Added Address2 to location address (Service At)
11/8/2021	Event Log	Improved performance of event log queries. The query runs faster and the several second delay when scrolling has been eliminated.
10/21/2021	1099 MISC/NEC	Updated 1099 forms for 2021. The major change from last year is that 1099-NEC print three per page rather than two per page.
10/19/2021	Calls Report	When printing to Text or XLSX Data file from the report preview form, some records might have been missing in the exported file.
RELEASE 2.1.400.17 10/13/2021
10/8/2021	Agreement	Attempting to terminate an expired agreement that had been billed via recurring payments would sometimes fail with a message to the effect that there are invoices that have not been created yet even though all of the billings had been completed. This has been corrected.
10/7/2021	SWAPI	Under some circumstances Successware or SWAPI creates a STDPART invoice detail item as a cost placeholder. Since this is not a real part number it cannot be entered on a requisition. In case Mobile submits STDPART on a requisition, SWAPI was failing to create the requisition. Now it will create the requisition but without the STPPART item.
10/7/2021	Payment Processing	Sometimes a credit card alias capture would fail with a 'DECLINE' message even when the alias was available for capture. Successware now ignores the misleading DECLINE message and successfully captures the alias.
10/7/2021	Main Menu	Fixed main menu link for "Successware Mobile" to open link for Track when Track is enabled.
10/5/2021	Pricebook Item Search	Made the grid wider along with the description column. This will be especially useful if the option to include GL Account and Expense Type in the search grid is selected in Company Setup, which reduces the width of the description column.
10/5/2021	User Setup, Employee Setup	Added the username, or employee code, to the description in the event log entry made when a user, or employee, is added or modified.
10/5/2021	Vendor Payment, Vendor Refund	When editing payment amount or discount amount, it was also possible to modify the payable type which is not allowed.
10/4/2021	SWAPI	CustomerChangeQuery sometimes failed with a 'query timeout' error for users having a very large number of customers and agreements. Query timeout has been increased to compensate.
RELEASE 2.1.400.16 10/2/2021
10/1/2021	SWAPI	Fixed forwarding of outgoing messages to mlite (Successware Track) agent to use correct content-type, text/xml.
RELEASE 2.1.400.15 9/22/2021
9/1/2021	Various forms - OpenEdge integration	When entering Payment Method the drop down menu showing previously used cards was not showing a card number for cards established by a preauthorization. When selecting a listed entry from the drop down menu that was established by a preauthorization, the credit card number on the form would show scrambled characters.
9/1/2021	Cash Receipt - OpenEdge integration	When posting a credit card payment and capturing a prior authorization, after processing the payment the payment could not be posted. The message displayed was 'You have identified a credit card payment method but have not fully processed the payment. The receipt cannot be posted until you have processed the payment.’
8/29/2021	Phone Call Report	Added location fields, and concern fields to exported text or Excel data files. Exporting from the report preview when showing extended detail might have resulted in missing or duplicated rows.
8/28/2021	Job Form SWAPI - JobCancel	It was possible to cancel a job that had open job tags for purchased or requisitioned parts. The tags must now be resolved before the job is allowed to be canceled.
8/27/2021	Invoice Item Detail Report	Added an option to run the report based upon date range that the invoice was paid in full. This may be useful when using the report to accumulate cost for use tax purposes and use tax is not payable until the invoice is paid. Added tax code, date paid, and invoice balance columns to the report Added a tax code filter to the report.
8/26/2021	Sales Summary	When setting Continued Lead in the Sales Summary, a non-sales job that had a quote proposal given can be selected as the Original Lead Number. However, when the Sales Summary was closed and reopened, the job number would not show.
8/26/2021	Printed Renewal Notice	Modified the date field label in the remittance portion of the renewal notice to read 'Notice Date' instead of just 'Date' to avoid ambiguity.
8/19/2021	Warehouse Tag Manager	Added Manufacturer and Model No columns grid for display. Added search filters for Manufacturer and Model No When inserting a warehouse tag for a serialized item, it was forcing entry of a job number during the insert, even though when editing, job number is not required, and could be deleted. Job number entry is also optional during the insert now. Tag search by Description was not functioning Fixed the field tab order in the search filter panel
RELEASE 2.1.400.14 8/18/2021
8/13/2021	Location Documents with Dropbox	Changes to accommodate authentication changes to Dropbox for expiring tokens taking effect September 30th. This requires disabling the existing Dropbox addon and enabling the new Dropbox addon in the Add-On Manager. - Existing Add-On for Dropbox has been renamed "Dropbox (deprecated)" - The new Add-On for Dropbox is named "Dropbox"
8/13/2021	SWAPI	Added LocationID to the ARInvoiceQuery response. Note: LocationID cannot be changed on an invoice and is ignored if submitted in ARInvoiceUpdate.
8/13/2021	SWAPI	Commands returning Location - AssignmentListQuery, AssignmentQuery, LocationQuery, etc. - will include geocode information about the location.
8/13/2021	SWAPI	Added LocationGeoUpdate command to add/update a Location geocode.
8/9/2021	Time Slot Capacity Management	Allow time slots to be grouped using Job Type in addition to Job Class.
RELEASE 2.1.400.13 8/3/2021
7/23/2021	Assignment Attention	Increased Attention Note from 40 to 100 characters. 100 characters is also accepted via SWAPI AssignmentAttention command.
7/20/2021	Main Menu	When hovering over blank space above and below the What's New link, the "hand" cursor would erroneously appear and clicking on the blank space would open up the Successware Mobile site.
7/20/2021	Agreement Manager, periodic invoices	When using recurring payments on fixed term agreements, reconcile recurring payments would have slowed down over time due to an unnecessary continued download of already reconciled transactions.
7/14/2021	Email Appointment	Added the location email address to the appointment description in an emailed appointment.
7/14/2021	SWAPI	Corrected error message that is returned by LocationInfoUpdate when an empty email address is submitted and NoEmail is not set to True.
7/14/2021	Billing Customer List	Change print option text 'With Service Locations' to 'Show Service Location Info' to be clear that it is not a filtering option.
7/14/2021	Invoice Item Detail Report	Added the ability to sort/group by location state, city zip, and zone.
RELEASE 2.1.400.11 7/8/2021
RELEASE 2.1.400.10 6/25/2021
6/23/2021	SWAPI	Since 2.1.400.8 ARInvoiceUpdate would falsely return the error ‘Alias account does not match submitted account’ when an OpenEdge alias was submitted for future agreement billings.
RELEASE 2.1.400.9 6/23/2021
RELEASE 2.1.400.8 6/17/2021
6/17/2021	Payment Processing	Since 2.1.400.7 an 'access violation' error would occur when processing a payment with OpenEdge. The error may have been silently logged to the event log, or would sometimes show in the payment processing window.
6/16/2021	SWAPI	Since 2.1.400.7, a ‘Field not found’ error could occur in ARInvoiceUpdate when submitting part, labor, or miscellaneous detail using item numbers with a negative price.
RELEASE 2.1.400.7 6/15/2021
5/28/2021	SWAPI	In ARInvoiceUpdate, for Cost Plus Invoices, negative entries are now managed to place the negative value on the Quantity even if submitted as a negative Unit Price, or with a negative Unit Cost with a markup. Also for Cost Plus Invoices, detail quantity changes are now handled properly.
5/20/2021	SWAPI	In ARInvoiceUpdate when agreements are created from the field payment information can now be accepted that will carry through to future periodic / recurring payments.
5/20/2021	SWAPI	Added an email parameter to CustomerFlexQuery command and now includes search on phone 3 and phone 4 fields. Added email to TimeSlotDetailQuery command.
5/3/2021	Receivables Manager	Added a filter in the accounts view for accounts with a retainage balance. Since search criteria can be different in the different views, we modified the status bar message to indicate what search criteria had been used for the active query in the currently selected view. Cleaned up the "Sort By" and "Filter" menus for consistency. Cleaned up bevels in the view and filter panels for a cleaner look. Fixed possible 'field not found' error that could occur when switching views.
5/17/2021	SWAPI	(LAN only) It was possible to get two running copies of the SWHttp Auxiliary service. This would cause a 'SWHttpAux.exe file in use' error if a Successware update was attempted while in this condition.
5/17/2021	OpenEdge	Added Address2, City, State, and Zip fields to the OpenEdge token export file.
RELEASE 2.1.400.3 5/14/2021
RELEASE 2.1.400.2 5/6/2021
5/6/2021	Mapping (Google)	Since 2.1.400.1, the map would not load and display the message “Oops! Something went wrong.”
4/30/2021	Pricebook Pricing Setup	The example calculations for 'part-as-task' and 'misc-as-task' pricing would sometimes show an incorrect Bonus Amount. Added messaging when doing default pricing setup to the effect that "part-as-task" and "misc-as-task" pricing is not affected by Standard Surcharge and TOS Amount from the Tasks tab. Those values only affect task price calculations.\ When doing custom pricing setup for a part or miscellaneous category, Standard Surcharge field is now hidden since it is not used for part or miscellaneous price calculations. (TOS Amount was already hidden.)
4/29/2021	Sales Lead Tracking Report	Added department for the resulting job created from the sales lead. Added email address to the customer information.
RELEASE 2.1.400.1 4/25/2021
4/25/2021	Initial Release