Administrative
Employee Time and Revenue
- Change made to the Employee Time and Revenue (screen) to display information for previous dates that have been Finalized
Available Hours / Counts
- Fix to Available Hours for better handling and reducing availability counts when a technician is scheduled for a job in a zone outside of the technician’s zone availability setup
Customer
Emails
- A change was made to the footer wording on customer email messages
Address / Communications
- Fixed issues where coming back to the screen would not have everything filled into a drop down box (we caught this in internal testing – not a reported problem).
Dispatch
- Fix for Internet Explorer to ensure that the Dispatch > Calendar date picker will display the correct year
- Additional changes made to ensure more accurate calculations of travel time between work orders for technicians
General
- Added additional functionality to ensure duplicate tabs are not created for a single work order or part. (This was only happening under certain conditions)
- Fix to ensure changes made to screens in a Pending state are not lost when opening and closing other forms in SmartWare and then going back to the pending screen
Invoicing
- Change was made to no longer auto-refresh the invoicing screen
Material
Location
- Location Part screen will now display Inventory movement details for a part
- Location will now be locked when you are editing a part or reorder point
- Location Part Reorder values will no longer allow you to enter in a nonzero value for Target Quantity or Reorder Point and Reorder Quantity
- Drop shelf column, redo orders
- Ship to location now matches the row
Parts
- Fix Global Inventory selection (part view disappeared)
- Parts detail screen will now include PO Edit & Location Edit (buttons)
- New Part, Edit Part, and Edit Reorder will now open as different tabs with unique names
Purchase Order
- Purchase Order > Detail (screen) will auto-refresh after PO part status changes
Receiving
- Add filter option to Location column
Reorder
- If reorder part has a location specified, then PO’s created from the Reorder screen will create as PO Type: Truck Stock
- Fix made to correctly reduce reorder items listed on Material > Reorder screen based off PO created for the reorder item
- Change made to create PO's by vendor and location.
- Change made to store the part location the PO was created for in the PO Ship To: field
QB Transfer
- Fix to ensure that work orders with multiple credit memos listed on them only appear in the QB Transfer screen once
Reports
General
- Added new report: ‘Jobs for next 5 days’
Sales Tax
- Added credit memos to report
- Report will now sort by territory first
- Fix to ensure report is correctly displaying date range requested
- Added Total Tax column to report
Simple Scheduler
- Change to ensure scheduler takes into consideration secondary technicians on existing jobs when displaying technician availability
- Change made to better account for addresses listed with different formats / abbreviations
- Fix issue with Query limit exceeded when calculating distances
- Fix job duration calculations
Web site
- Fix situation where a tech works in a different zone – now decrements hours from the tech’s normal zone.
Work Order
General
- Change made to ensure the primary technician listed on a work order is not removed. Instead, users must rerun the scheduler and select a new primary technician
- Fix to disable modifying technicians on locked work orders
Purchase Order
- Fix to no longer display an error message on the Purchase Order (screen) once all parts have been marked as received and a change is made to the main PO screen
Task/Parts
- Change made to allow for modifying part prices when a work order is in Status: Tech Completed
- Change made to Task Parts to not automatically update the retail price when the part cost changes. Instead, a refresh button has been added that will allow users to update pricing based on margin when needed.
Notifications
- WO Notification state is now saved when changing tabs or options
Change to now longer allow edit of Phone/Email if there are pending WO Notification changes - Fix to no longer allow Options selection or Schedule if WO Notification is pending
- Change to no longer display WO notification screen when editing Phone/Email on Communication screen
- Fix to ensure WO Notifications screen is update properly when Phone/Email is edited
- Fix to ensure WO Pending flag is cleared when Communication changes are saved from Notification screen