Release Notes - 4.0.95

Enhancements  

Invoicing

• Several enhancements have been implemented in the Rental Info tab to facilitate user input by using the Save button located at the header.

• The ability to add Serial #s from Invoicing has been updated to allow Unit # creation.

• Users are now prompted with a list of Serial #s when type in a Unit # that do not own the customer use in the invoice. The list will display not only Serial #s that match the Customer but those that match the entered Unit # to allow the user to choose the correct Unit or create it.  

Dispatch

• The Copy All Dispatch function has been enhanced to generate an excel with all items in the All tab based on the filters applied in the Dispatch header.

AR Inquiry

• The Print List report has been updated to follow the sorting applied by the user on the grid.

Activities

• A new activity trigger was added to allow activity creation when a piece of equipment is about to expire on Lease. 

  • Users will be able to set the Lease Expiration within days as the parameter to control whether the equipment is about to expire or not.

  • The new trigger can be deactivated to stop the execution of it.

  • An activity will be created for each piece of equipment that matches the executed rule.

AP Invoice Entry

• A new validation was added to the distribution to require AR Invoice # when posting to a receivable account.

Reports

• The following reports were updated to allow only single selection in the Warehouse selector:

  • Parts Demand - Sales > 0

  • Parts Demand Ranking 12 Month

  • Parts Demand Sales

  • Parts Inventory Obsolete

  • Parts List Numeric Order

  • Parts no Sale By Date Range

  • Parts On Hand

  • Parts On Hand No Bin

  • Parts On Hand With Delete Status

  • Parts With Auto Orders Turned Off

  • Parts Status Pad > 0 on Hand

  • Parts Status Pad

  • Parts Sales By Warehouse

  • Parts List By Warehouse

• The Parts Inventory Valuation Detailed by Group report was updated to allow users to filter the report by Warehouse.

• The Dollar Utilization ITD report within the Rental group has been upgraded to follow the latest changes in 3.0.

Issues Resolved

Invoicing

• An issue where an incorrect prompt was displayed when users attempted to add a Serial # in the Service 1 tab or Invoice Creation page for items without a PM has been resolved. 

• The Section/Repair Code is now correctly set for Kit Part #s added to documents.

• The Save button has been controlled to prevent multiple submissions from double-clicking.

• Several updates were addressed in the Invoice Report:

  • The blank screen issue that prevented users from viewing the invoice report.

  • The alignment of totals, which were previously centered when using a specific invoice print option. 

  • Mobile recaps being cut off.

Dispatch

• The Hide Tagged Documents and Hide GM Monthly Billing settings in the Not Dispatched tab now remain selected during the user’s session in the Dispatch system.

AP Invoice Entry

• The issue where AP Invoices were not displayed after importing POs has been solved.

Parts

• The calculation error where part costs were incorrectly multiplied by -1 when posting an Inventory Count has been corrected.

PM

• The issue where the Internal Customer checkbox in the Customer setup was being changed after running Auto Open PM process has been addressed.

Purchase Order

• The selection issue users were facing in the BO tab where entries were being duplicated has been solved. 

Reports

• The Customer List by Territory report has been fixed due to an issue displaying incorrect  value in the City column.