Release Notes 4.0.102

Modified on Thu, 21 Aug at 5:55 AM

Enhancements

The Vendor # parameter was updated to allow only upper case entries. This will resolve scenarios in which case sensitivity was taken into account.

The validation for Vendor # in AP Invoices has been updated to a warning. If the Vendor # does not match the Purchase Order, users will be notified but can still confirm the action and associate the Purchase Order on the AP Invoice.

Several updates were made on this modal to display properly not only the Rental Location but units that match the date range and available units checkbox.

The name of the downloaded file for the Preview as Invoice report has been updated to: Invoice [WO #].
The Reverse Document function was updated to not recalculate taxes. This will ensure the newly created document will follow the same taxability as the Work Order that was originally Invoiced.

The function in charge of auto opening PM Orders has been updated to consider all options for creating documents at the time the system is saving the Next Invoice # range.

Several improvements were made to the Month End process to reduce the time that it took to run.
The Copy Warehouse function was improved to prevent users from selecting the same warehouse in the Source/Destination Warehouse parameters.
The Inquiry tab was improved to retrieve data for each of the tabs at the moment the user accessed it. All tabs within the Inquiry tab were paginated and defaulted to 500.
The Master Part grid displayed in the Part header has been paginated to avoid too much scrolling.

A new filter by Branch was added in the Invoice/WO tab to allow users to filter the list by branches.

A new option was added in the Company configuration to determine whether to use the SMTP configuration from the Company or Branch side.
For cases in which the setting is set to use Branch configuration, the system will read from the new SMTP parameters located in the Email tab for a Branch.
This logic will impact Send Email functions for Print Final Invoice, Invoice Report (From Invoicing and AR Inquiry).

A new system under the File section has been implemented to allow users setting up Print Info Bar for the Invoice Report.
The system is controlled by a permission named: Print Info Bar
By accessing the system, users will see existing parameters that can be adjusted or removed.
Two new parameters are available for users that want to configure a new print info parameter for Control # and Model Year.

The AP Aging Summary report within the AP group has been updated to display the Vendor Information. Moreover, several columns were removed to align the report properly.
The WIP - By Branch, By Dept report within the Service group has been updated to print the Total Hours Branch.
The Controlled Account Report by Account was renamed to Controlled Account Report by Account - Customer Equipment.
The WIP Completed / Not Closed report within the Service group has been updated to return all work orders that meet the criteria. For cases in which the WO has no records for Labor, Parts and Misc, the printed value will be zero.

Issues Resolved

The issue related to the Cost value not pulled up when typing in the Control # value has been resolved.

Misc items on a PO are now updated with the new work order # if the miscellaneous item was transferred to a different order.

The issue that was printing incorrect AP Invoice #’s in the Print List report has been addressed.

The Import Account function has been updated to set the Currency Type value as null when the value is not provided in the imported file.

An incorrect prompt users were facing when having same Vendor # in the AP Invoice and PO tied to it has been resolved.

Some adjustments were done to fix an issue that was auto populating the user name incorrect when using a Password Management tool.