Release Notes 4.0.92

Enhancements

Parts

• The Part creation function was updated to avoid an error users were facing in cases in which the part # being added exists in the tables: PartsDemand, PartsBinTrips, PartsSales and PartsLostSales tables.

Month End

• The Phase Out condition to determine whether to include a part in phase-out criteria or not was updated.  The Total Phase Out Bin Trips is now less or equal to the Phase Out Bin Trips.

Price Files Reprice

• The Reprice function has been enhanced to avoid errors when processing large data sets.

Invoicing

• Users can now specify a Unit Type before creating a unit on the Invoice Creation page or under the Service 1 tab in Invoice Details. In case users cancel the Unit Type selection, then a prompt will be shown: You must select a Unit Type. Unable to add the Serial #.

Account Reconciliation

• The Account Reconciliation system has been enhanced to streamline and simplify the reconciliation process for users.  Please click on the below link to see the full knowledge base article.

  •  Account Reconciliation Overview 

• With the addition of a required Account Reconciliation Start Date on the Chart of Accounts Page, all previous Account Reconciliation records have been removed to allow the user of the new Account Reconciliation Start Date per Chart of Account.  

Chart of Account

• Two new parameters were added for the account configuration:

  • Account Reconciliation Start Date: This is a parameter that is used when running a reconciliation process for an account.

  • Cash Flow Account Type: This parameter allows users to specify the cash flow type (Operating, Investing, Financing) for a Cash Flow Report to be released in the future.    

• The Search section in the Account detail page has been removed.

Quote Management 

• Cards are not displaying the Salesman information.

• A new filter was added to allow users to filter by Salesman. The Salesman list displayed will be related to the Quotes that are shown on the Kanban.

Sale and Expense Code

• A new parameter was added to the Sale and Expense Code configuration to allow users to inactivate a code. Inactive Sale or Expense Codes will not be visible for users when trying to set these parameters across the product.

Dispatch

• A new concurrency control mechanism has been implemented for the Work Complete and Paper Work Done tabs to prevent work orders from disappearing when multiple users are working on the same documents. 

• If a change is detected while a user is working, they will receive a notification prompting them to refresh and retrieve the latest updates for the tab they are on.

CRM

Leads and Accounts

• The responses to retrieved information in the Leads and Accounts sections have been enhanced, reducing wait times for users. In addition, the auto look up made by the system upon entering in the Account section has been removed. 

Permission

• Two new permissions were added to the Data Access group for queuing leads and opportunities:

  • Leads.

  • Opportunities.

• The Delete Mechanic Docs permission was added under the Technician group to allow users removing mechanic timecard images in the Softbase Service Mobile App. 

Issues

Equipment

• The Capacity field under the Specs tab for Unit Type: Lift Truck has been updated to accept numeric values only.

Parts

• The issue that was not displaying the Replen To and Replen From data correctly in the Part Inquiry tab has been resolved.