Downtime for Release of 1.38 was 03/28/2018 from 9:00 PM - 11:00 PM (EST). Downtime is to allow for the new version update to be applied to SmartWare.
Accounting
Batches
- Resolved issue where changing between Batch Status views would not clear the Batch Payment grid on the right side of the screen
- Resolved issue where after creating a new Batch the Batch Number would not clear from the Batch Action box
- Resolved issue where navigating away from the Batch screen and then back would cause an error when trying to create a new batch after returning to the tab
- Resolved issue where assigning payments to an Open Batch on the Non-Batched Payments view did not zero out the 'Selected Total'
Invoicing
- Resolved issue where Opportunities (Unaccepted Tasks) showed all work orders that had been Tech Completed regardless of whether or not they had unaccepted tasks
- Opportunities (Unaccepted Tasks) will now show work orders that have been marked Reviewed or WSA Ready in addition to Tech Completed
- Improved performance of finalizing Reviewed work orders to set them to WSA Ready
Multiple Payments
- Resolved issue where sometimes when the total payment equaled the total balance of the work orders, the payment applied to the final work order was $0.0001 short, resulting in fractional penny balance on the work order
Administrative
Employees
- Resolved issue where inactive Job Skills could still be added to employee records
- Resolved issue where Employee Schedule Templates were requiring an End Time
Customer
Customer
- When editing a Customer Address, the Lat/Long coordinates can now always be edited no matter how close a match Google Mapping returns
Material
Locations
- Made the following changes to the Inventory Import tool
- Now allows blank and zero Quantity values
- User can now select .xlsm, .xls, and .xlsx files without needing to change the file filter to 'All File Types'
- Manufacturer can now be either the full manufacturer name or the manufacturer code
- Changed the order of fields to Qty, Target Qty, Reorder Point, Brand, Part Number, Description, Cost
- Added additional checks for Whirlpool part numbers so SmartWare can identify the parts as they transition to a 'W' in front of each number
- Resolved issue where duplicate Locations tabs were sometimes being created when discarding a tab
Picklist
- Added a Picklist screen under the Material menu
Pick List - The Picklist grid contains the same data as the Picklist report, but with some additional functionality
- Picklist grid allows for filtering results according to each column
- Picklist grid includes the
(edit) button to allow users to open the work order from the picklist screen - Includes both
(export) and 
(print) to allow the user to export the results directly to Excel or to open the picklist as a report with pages split by tech or no extra page breaks - Date can be chosen by navigating a day at a time, back or forward, choosing a day on the calendar, or the jump to today option (
)
Purchase Order
- Added additional column of 'PO Type' to the Purchase Order Search grid
- Resolved issue where the New Purchase Order tab didn't disappear upon creating the purchase order
Reorder
- Resolved issue where the Reorder screen was taking cancelled POs into consideration
Reports
Dispatch Code
- Added new Dispatch Code report
- Report will show the jobs that were marked 'Tech Completed' in the selected time frame split by dispatch code
- First page is a summary showing the number and percentage of jobs worked as well as the revenue, percentage of revenue, and average revenue per dispatch code
- Following pages list each work order with the job address, parts and labor cost, sub-total, the date of completion, and the technician grouped by dispatch code
Picklist
- Added option to split the picklist report into pages by tech
Work Order
Inventory Transfer
- Resolved issue where parts from unaccepted tasks that were marked 'Used' would show on the Inventory Transfer screen
Purchase Order
- Added additional column to the Purchase Order List grid labeled 'PO Type'
Simple Scheduler
- Resolved issue where the Simple Scheduler, on Save, was using a travel time calculated from the first job of the day instead of the previous job
Time Clock
- Setting a work order to 'Tech Completed' in the office will no longer create a 'Stand By - Clocked In' time clock entry for the primary technician
Work Order
- If a work order is scheduled with the Simple Scheduler and then the Dispatch Code or Skill Level is changed before saving, a message will pop up to warn the user that the scheduling was cancelling and the job will need to be scheduled again
