Enhancements

• Customer past-due credit status is now calculated based on the invoice due date plus the configured Credit Hold Days.

Parts

• Optimized the Price File function to reduce CPU usage and processing time.

Quote Management

• Improved the performance of the drag-and-drop card logic 

Invoicing

• Updated the Import Mobile Labor functionality to consider only active users.

AP Invoice Entry

• Enhanced currency assignment when creating AP invoices. The system now retrieves the conversion rate for the vendor’s Currency Type with the most recent Currency Date on or before the AP Invoice Date.

Document Center

• Removed the Processed Parts, Processed Labor, Processed Comments, and Processed CSS properties from the Invoice/WO tab. These properties are now managed through the new Sales Document Processing module.

Sales Document Processing

• Added a new module under the General section for processing sales documents before they are sent to customers.
• The module is controlled by the new Sales Document Processing permission under the General permission group.
• Users can mark documents as reviewed based on completed review checks for Labor/Service, Parts, Comments, or CSS.
• Processed documents can be returned to an unprocessed state when a previous review needs to be reverted.
• Added multiple filters to help users quickly identify the documents being reviewed.
• For each listed document, users can view the Invoice Review and its attached images.

See the following link for an overview on this new feature Sales Document Processing Overview

Roles

• Moved the Disable Hourly Rate permission to the same level as Personnel Setup, allowing both permissions to be configured independently.

User Management

• Added validation to user creation and update workflows to ensure the Dispatch Name and Service Van Name fields contain unique values.

Issues Resolved

Invoicing

• Resolved an issue where the system did not display the following message, preventing automatic expense recognition for sold units:
  • The Expense Account selected is an Inventory Account for a Unit that has been sold. This Account # is being replaced by the Cost Of Goods Sold Account # of the sale.
• Addressed an issue in the WIP module that caused orders to be invoiced out of balance.
• Fixed an issue where an auto-charge profile was not added to the Misc tab for a specific branch, even when configured to do so.
• Resolved an issue in the Print Pick Ticket report that omitted some parts because millisecond differences between the part-added time and order-opened time were not handled correctly during Quote-to-Order conversion.
• Fixed an issue where the Part Group did not default correctly when creating a part through the Price File function in Invoicing.

Purchase Order

• Fixed an issue where the Default button did not populate the Ship To information from User Setup.

Equipment

• Restored the PM column and added it as a common filter in the Advanced Equipment Search modal.

Check In

• Fixed the Show Closed filter, which prevented users from viewing closed or resolved check-in records.

CRM

• Fixed an issue where activities created for an Opportunity did not retain the Company Name, causing errors when users opened the activity details.

AP Payment

• Fixed an issue that occurred when users manually modified the currency rate before posting an AP invoice payment.

Parts

• Resolved a printing issue in the Service Van Replenishment preview that split the report across two pages even though it fit on a single page.

AP Invoice Entry

• Fixed an issue in the PO Import function that prevented the quantity and Invoice Total from updating accurately after the import process.