Release Notes 4.1.13

Enhancements

Activity

• Added a new trigger: New Unit Creation, to support activity creation for unit creation requests coming from the Customer Portal. Evolution Users with the correct permissions will be able to create the new unit directly from the generated activity.
• Added a new trigger: Equipment Delete Request, to support activity creation for unit deletion requests coming from the Customer Portal.
• The Activity Trigger list was updated to help users better identify the product each trigger relates to, along with a description of what the trigger does.

AP Invoice Entry

• Descriptions are now pulled into the AP Invoice Distribution when importing PO details. Descriptions exceeding 100 characters will be truncated.

Invoicing

• Section comments were increased to support up to 2000 characters.
• Section comments will be printed even when the Section has no line details (Parts, Labor, Miscellaneous Charges, Equipment, etc...) associated with.

AR Inquiry

• Updated the Invoice Search criteria to consider AR Detail records created from a Journal Entry.
• When choosing to use Pay Junction to pay an AR Detail record created from a Journal Entry, you will nee to provide a Branch to process the Invoice. Additionally, the Print PDF and Email PDF functionalities are disabled for this type of AR Detail record.

Equipment

• The Advanced Equipment Search modal was updated with additional filter criteria for each unit type. The additional filters panel now includes a collapse/expand toggle, allowing users to show or hide applied filters. When collapsed, applied filters are displayed as chips next to the panel title using the format [Field Name]: [Value] (e.g., Power: LPG).

PM

• The Auto Open PM logic was moved to the main PM List, allowing users to run the Auto Open process without needing to open a PM Detail.
• The search criteria in the PM List can now be triggered not only using the Search button, but also by pressing the Enter key.

Parts

• The Print Count Sheet modal was updated with a new Sort By option. By default, Bin will be selected, but users can also sort by Parts. Sorting applies the same logic used in the Count Result tab. The resulting Print Count Sheet report will display the sort criteria used, shown below the Inventory ID.

Quote Management

• The Age indicator on cards in the Kanban view is now updated when changing the Quote Status from the Invoicing page.

Report Scheduler

• A new module was implemented to allow users to schedule the emailing of reports within the product. Access is controlled by the Report Scheduler permission  under the Report folder in Roles.
• Reports can be scheduled on a Daily, Weekly, or Monthly basis.
• Users can define the parameters for the selected report to be emailed. Date fields are displayed as disabled, with an informational note below the Report selector:
  Dates are dynamically calculated as per schedule period.
• At the time of execution, the system dynamically calculates the date range based on the selected Scheduled Period:
  • To / Thru Date: Set to the Execution Date (the day the report is generated).
  • From Date / As of Date: Calculated as 1 period back from the Execution Date (e.g., 7 days back for Weekly; 1 month back for Monthly).
  • Other Parameters: Non-date parameters (e.g., Branch, Department, Account #) are saved as static values defined by the user during setup.
• All created schedulers are listed in the Report Scheduler section and can be filtered by status or searched by name.
• Schedulers can be deactivated or deleted.
• Once a scheduler runs, an email is sent to all internal Assignees defined in the scheduler. The report is attached as a PDF, with the filename matching the Report Name.

Roles

• The Limit to Assigned Customer permission was moved to the same level as Customer Profile, allowing Admins to configure them independently.

Company

• Users can now define the date format used and viewed in the Evolution UI.  Evolution Reports will be updated in an upcoming release to reflect the same.  The following display formats are supported:
  • MM/DD/YYYY (default)
  • DD/MM/YYYY
  • YYYY/MM/DD
• When manually entering a value in a date-picker field, the following entry formats are accepted:
  • MMDDYYYY, MMDDYY, MM/DD/YYYY, MM/DD/YY
  • DDMMYYYY, DDMMYY, DD/MM/YYYY, DD/MM/YY
  • YYYYMMDD, YYMMDD, YYYY/MM/DD, YY/MM/DD
• Any manual entry that does not match the supported formats will be treated as an invalid date, and the field will be cleared.

Issues Resolved

Equipment

• The Floor Plan Date Paid field is now displayed in View mode.

General

• The Assignee selector was updated to no longer display Customer Portal Users.

Invoicing

• Resolved an issue that was preventing users from removing a work order with a Rental Contract # equal to 0. As a solution, users will no longer be able to create a Rental Contract # of 0. The following message will be displayed if this occurs:
  Unable to save document. Rental Contract # should not be 0.
• Fixed an issue that was duplicating sections in Quotes due to a trailing space.
• Added a control to prevent Quotes from being converted to a deleted Work Order. Users are now prompted with the message:
  Unable to convert the quote. The work order # provided was deleted.

AP Invoice Entry

• Resolved an incorrect message about Controlled Account that appeared when importing PO details into an AP Invoice.

Reports

• Fixed the AR Aging Summary Report under the AR group due to missing headers and a wrapping issue for the Thru Date value.

Parts

• Solved the issue that prevented users from loading specific price files. Additionally, ensured that related data is updated according to the prices uploaded.

Purchase Orders

• Solved the issue that overlapping comments with the equipment information in the Internal PO report.

Users

• Fixed an incorrect error message prompted when trying to add a new technician user.