Release Notes 4.1.17

Invoicing & Work Orders

• Updated Work Order comments.
  • The Tracking Feature on the Sales Document will show the entire comment before and after it was edited.  
  • The Comments tab will load the latest comments when the user navigates to that tab.  
  • The Comments Modal will load the latest comments when the user chooses to view or edit the comment.  
• Corrected customer search in Quote Management.
• Corrected out-of-balance documents after currency recalculation during invoicing.
• Corrected the ability to clear the Currency Type on a document.
• Enabled section comments to be populated from Repair Code setup.
• Corrected red highlighting of Rental Documents in WIP for customers with Credit Hold Days.
• Corrected Work Order header changes that were not able to be saved when comments are added or edited before clicking Save.

Equipment & Unit Types

• Added three new Equipment Unit Types: Crane, Skid Steer and Compact Track Loader.
• Supported dedicated new Unit-Type specifications during equipment creation and editing.
• Supported new Unit-Type specifications in Advanced Equipment Search.
• Added model specifications for new Unit Types.
• Added power-management options in Equipment Setup.  This allows users to setup their own Power options in the Specs Tab of Lift Truck Unit Types.  
• Corrected equipment-loading errors when creating documents using certain serial numbers.

Accounts Payable & Purchasing

• Corrected the missing branch/department validation when importing Purchase Orders into AP Invoice Entry.
• Corrected visibility of received-equipment line items on closed Purchase Orders.
• Corrected Enter-key behavior while creating Vendor records.
• Removed Zip Code lookup and validation from specified Vendor address fields to prevent the City and State from being  clearing on invalid entries of Zip Codes.  

Administration & Activities

• Made Tax Code Override optional when saving an Auto Charge.
• Corrected Activities results when selecting all users.
• Increased the attachment file-size limit from 10 MB to 20 MB.
• Corrected PM Status clearing and resetting behavior.

Equipment Transportation

• Displayed Source Document # and Rental Contract # on the Equipment Transportation tab.
• Improved the layout of related fields in both Transportation grids.
• Preserved Source Document # and Rental Contract # in Assigned Units.
• Stored and displayed Source Document # and Rental Contract # in Transportation.

Detecno PAC Integration Updates

• Invoice comment and additional Softbase fields are now sent to Detecno.
• Bulk update of SAT fields for Rental entries.
• Include Rental Period and Additional Description in Detecno CFDI line description.
• Automatically Include Equipment Details in GM Invoice Line Descriptions sent to Detecno.
• Send Flat Rate Additional Description to Detecno and Increase Character Limit.
• Extend Additional Description in Detecno CFDI line description to all tabs.
• Extend “Apply to all” for SAT fields to all tabs.
• Restrict Deletion of Files Stored Under the Documents Tab After Invoicing.

Currency Updates

• Display Currency Label Next to PO Total on PO Preview.
• Request to Override the Exchange Rate on Invoices.
• PO Misc/Equipment Items did not convert to Vendor Currency like Parts.
• Add Foreign Currency Conversion Button to PO Items.