Release Notes - 4.0.83

Issues Resolved 

Purchase Order

• The issue causing Work Order numbers to attach incorrectly to miscellaneous lines has been fixed.

Invoicing

• The time out issue several users were experiencing when closing Rental/Equipment documents has been solved.

• The error in the invoice report users were experiencing due to an incorrect data type for the Cust PO Line # has been solved.

Parts

• Part import function has been updated to allow part creation using different warehouses.

Journal Entry

• Using the same Journal Number will no longer retrieve details from previously removed journal entries.

• When deleting an unposted journal entry, all associated details will now be completely removed.

Equipment 

• The Equipment form for creation/editing has been updated to support the parameter: Import Date within the Floor/Lease tab.

AR Inquiry

• Rating value is properly displayed when a filter by Customer is done:

  • If Credit Rating 1 and Credit Rating 2 are populated then users should see Value 1 - Value 2.

  • If one of them is populated then users should see the credit value.

  • If none of them are populated then N/A.

Users 

• The internal server error users were experiencing when removing a user has been resolved.

Reports

• The Equipment - Sold Report has been updated to resolve an issue where duplicate serial numbers appeared in the report. Moreover, it corrected the printing logic to ensure data is displayed only within the user-specified date range.

• The Labor Report by Date Range report has been updated to ensure data is displayed only within the user-specified date range.

• The Pending Transportation report has been fixed to resolve the missing transportation records based on the parameters provided by users.

Enhancements

Company

• A new control was added to handle whether the user can use non valid Models and Model Group in the Equipment setup page.

  • The new control is within the newly named EQ tab: Require Validated Models and Model Groups.

  • The mentioned control will be off by default.

  • When the new property is off, the system will use the old logic between Model and Model Group (No dependency between them).

  • When the new property is on, the system will use the logic between Model and Model Group we have currently (Dependency between them).

Parts

• Users have the ability to import Inventory Count in the Single Bin Entry tab:

  • The Import button will be enabled once the user selects a Warehouse.

  • The Warehouse selector only displays those Warehouses set up in the Capture Inventory tab.

  • Only CSV formats are allowed as file type. Once the file is uploaded to the system, the count will be updated for those part #s in the grid that matches the selected warehouse.

  • Part #s that do not match with the ones captured for the Inventory will be escaped.

Invoicing

• The Close Invoice function has been updated to ensure the parameter LastWOClosedDate is properly saved with the Invoice Date.

Reports

• The Sales Tax Detail - Standard tax code report within the Data Export group has been removed.

• The PM List by Ship To report within the Service group has been updated to not exclude PM records that haven't had a Work Order Invoiced to them before.  

• The Work in Progress- By Writer Report within the Sales group was updated to filter by Branch and Department the query used to gather the data.

• The Account values on the Balance Sheet report within the Financial group are listed in numeric order for each of the sections.

• The Technician Hours Worked Summary Report within the Service group was updated with a new report parameter: Branch. Users will be able to specify All or a specific branch. Moreover, the dates handled in the report were normalized to ensure users don’t face issues with data out of the date range specified.

• The WIP - Dept report within the Service group and the Commission by Salesperson Paid Report within the Accounting group have been updated to follow Letter format.