Enhancements

Invoicing

• The Reverse Document function now preserves the GM Serial # associated with a charge and updates the GM detail in the equipment record.
• Deleted details from work orders and quotes are now stored in the database to improve traceability of the Delete function.
• Updated the posting logic for immediate payments with deposits to add a credit transaction against the deposit debit account configured in the Branch module.
• Added a new error handler in the Close Invoice logic when Avalara detects a transaction with same work order being sent.

Rental Variable Charges

• Users can now add rental variable charges from the Misc tab for each rental item being invoiced.
• Recurring rental variable charges are now automatically carried forward to subsequent rental orders.
• Invoice Report now displays rental variable charges below the related Serial #, including the Start Meter, End Meter, and Rate.
• The Reverse Document function now preserves the Serial # associated with a rental variable charge.
• Added validation to prevent removal of a Serial # from the Rental tab when it is associated with a charge.

WIP

• Invoice function updated to ask for the Invoice Date when doing a mass invoice action.

Parts

• Enhanced the Van Replenishments function to improve performance.
• Updated the Parts Price Files import to support price files with long descriptions by increasing the Description and DescriptionFrench field limits to 200 characters.

Activities

• Added a new iPick activity trigger to process iPick Consignment requests through activities. Users will now see iPick Pick Order and iPick Inventory Count activities based on requests sent from iPick.

Company

• Removed the Logo Graphic File setting from the Logo tab.

Reports

• Updated the Depreciation Report under the Accounting group, to label the Serial # column as Serial No/Assets.

Issues Resolved

Automated AR Statement

• Resolved an issue that caused statements to include invoices that were not yet past due.

Dispatch

• Fixed the grid scroll position resetting after work order updates. The grid now correctly retains the user's scroll position after a work order update.

Invoicing

• Resolved an error that occurred when adding miscellaneous charges to a quote after updating a previous line.
• Resolved an issue that caused the Year value to be missing from the Invoice Report when the Change function was run in the Equipment module for Battery/Charges unit types.
• Fixed an internal server error that occurred when adding parts to a work order.
• Fixed a font size inconsistency in the Labor Breakdown line printed in the Invoice Report.

Notifications

• Resolved an issue in the email and SMS notifications where the Activity Type and Customer Name variables were not pulling up the correct value.

Vendor

• Addressed an issue in the Save button when attempting to submit changes for a vendor detail

Parts

• Added validation to the Save button to prevent parts from being submitted more than once.

Equipment

• Resolved an issue that prevented users from viewing the full Model list on the Setup page.

AR Deposits

• Resolved an issue that caused cash details to be added twice when the Enter key was pressed while the cursor was in the Amount field.

WIP

• Resolved a date format issue affecting the Start Date and End Date columns.

Permissions

• Fixed an issue that incorrectly required users to have the same two permissions to access the Print Final Invoice module.

Reports

• Fixed an issue with the Branch parameter in the Technician Eff Rate Summary report under the Service group that prevented all branches from being displayed.