Release Notes 4.1.8

Enhancements

Equipment

• Added a new parameter to define E-Commerce Status for tenants using the Customer Portal system.
• Added a flag to the Photo tab that allows images to be marked as thumbnail images.

Customer Portal Users

• Added a new permission that allows portal users to access the Equipment On Sale section in the Customer Portal system.

Upgrades on TVH Integration

• Updated the TVH verification call in the Parts, Purchase Order, and Invoicing modules so users can submit a requested quantity first. Evolution then returns price and availability, allowing users to decide whether to populate the requested part details.

Punchout

• Users can now punch out from Invoicing or Purchase Order to purchase items in the TVH Shop page.
• Added a new module in the General section called Part List to manage parts lists created from TVH punchout actions.
• Users can manage part lists and their details by adding items to inventory, work orders, quotes, or purchase orders.

Customer

• Updated the Customer Name and Customer Address fields to allow more characters:
  • Customer Name: up to 255 characters.
  • Customer Address: up to 125 characters.

Vendor

• Updated the Vendor Name, Vendor Street Address, and Vendor Mail Address fields to allow more characters:
  • Vendor Name: up to 150 characters.
  • Vendor Street Address: up to 125 characters.
  • Vendor Mail Address: up to 125 characters.

Activity

• Added a new Equipment On Sale trigger that creates activities when Customer Portal users request a quote.

Automated AR Statement

• Updated the trigger rule to exclude overdue invoices with a 0.00 balance. This update considers both the main trigger rule and the branch statement rule.

Branch

• Refreshed the Branch Setup page to align with the new branding and present information more effectively.

AR Inquiry

• Updated the AR Comments permission to control whether users can update comments in AR Inquiry.

Invoicing

• Updated the Tax Code Override taxability logic for tenants using Avalara as their tax provider so the system checks the Sale Code before the Default Tax Code setup.
  • For Part lines, the system checks the part detail tax code override first. If no override exists, it checks the Sale Code, followed by the Default Tax Code.

Dispatch

• Added the ability to clear fields when running a bulk update action.

Reports

• Updated the AR Aging Summary (Invoice Date) report under the AR group to use the Date In parameter when calculating aging.
• Updated the query for the Equip Inv Value As Of Date report under the Equipment group to include two new fields: Account Type and Account #. In addition, the Journal and Description fields are no longer printed on the report.

Self Service Query

• Expanded the JSON and CSV export options to return up to 50,000 records.

Issues Resolved

Dispatch

• Resolved an issue in the All tab that was preventing users from dispatching work orders that were already populated with a technician.

Document Center

• Fixed an issue that cleared the File and Vendor # values when adding an AP Invoice.

Journal Entry

• Fixed an issue on the Depreciation Setup page where depreciation details were not loaded when users entered the Asset name first.

AR Statement

• Resolved an issue where statements with a 0.00 balance were not sent when users requested them.

Roles

• Addressed incorrect handling of the Department Limit permission when creating documents.

AP Payments

• Corrected an issue in the Cash Account field on the Auto Check tab that caused checks to be posted with an incorrect conversion rate.

AR Deposits

• Addressed a sorting issue in the column headers for the journal total section.

Invoicing

• Fixed an issue where the Secondary PM field in the invoice creation modal did not display data when users opened the selector.

GL Inquiry

• Resolved an issue where the Use Name checkbox and grid display fields did not work properly after the 4.1.7.0 upgrade.

Purchase Order

• Addressed an issue with the Vendor Promise Date field that prevented users from clearing the field.

Reports

• Fixed an issue in the AP Aging by Account report under the AP group where 121-day-old invoices were not included.
• Fixed an issue with the Vendor List report under the AP group that occurred when assigning report permissions to a role.