Downtime for Release of 1.42 was 07/25/2018 from 9:00 PM - 11:00 PM (EDT). Downtime is to allow for the new version update to be applied to SmartWare.
Accounting
Batches
- Added refresh button to Assign Payments panel 'Payments to Assign'
- Once a batch is approved and relocated to the 'Approved Batches' grid, the batch that was just approved will be the one selected
- If a batch is selected in the 'Assign Payments' grid and payments are selected, if a different batch is then selected, the Total columns for the two batches will update accordingly
- Added edit button to 'Payments to Assign' panel
- Resolved issue where when using the 'Select All' button on the 'Payments to Assign' grid, the box would remain checked until the user clicked it again after assigning payments
Communication
Phone Monitor
- Resolved issue where opening a WO from phone monitor screen 'Related Customer Information' panel and going straight to Options -> Customer resulted in Customer Information being blank and setting a pending flag
Dispatch
Routing
- Resolved issue where the router didn't automatically refresh the list of jobs when a user opened the 'Routing' screen
General
- Help button has been added to specific screens that will link users directly to the user guide for the specific screen
Material
Locations
- The inventory detail grid is now ordered by receive date, newest to oldest
- When adding a new part to a location the received date will default to the day the part was added
Parts Detail
- Added 'Inventory Movement' grid to the 'Parts Detail' screen
- Added an 'Inventory Transfer' button next to the edit button on 'Locations' grid in the 'Parts Detail' screen. Clicking the button will bring up the 'Inventory Transfer' panel on the right side of the screen. The transfer button will only show if there is inventory quantity
- 'Inventory Item' (MFG #) will be auto-populated
- 'From Location' will be auto-populated
- To transfer inventory users will select the 'To Location' and 'Quantity' then select the transfer button
- Added capability to edit existing reorder quantities in the 'Parts Detail' screen
- Added 'Cost' column to Location grid in the 'Parts Detail' screen that will show the most recent cost of the part for that location
Physical Inventory Scan
- Search filters added
- Inventory date includes start and end date and defaults to the last 90 days from the current date
- Blank location is allowed in Locations drop down. Selecting this will return all locations
- Column title 'Franchise Address' changed to 'Location'
- Added 'Active' column with drop down to filter that will default to 'Active'
- 'Active' box added below inventory date in Physical Inventory Scan detail. This box can only be checked/unchecked if the inventory scan has not yet been reconciled. Any reconciled scan cannot be deactivated
Purchase Order
- Changed MFG Name to MFG in Parts List grid
- A new column was added between 'Total' and 'Status' called 'Stock Part'. Stock Part means that the part listed has reorder points
- MFG # will now color yellow if the part is a Stock Part
- Resolved issue where two employees could receive the same part on an open purchase order
Vendor
- When navigating to the Vendor Detail form, the vendor detail grid will appear on the left side of the screen and the communication grid will appear on the right. The vendor list will no longer show on the screen
Setup Franchise
Franchise/Location Detail
- Added 'Active' checkbox below State/Prov field
- Primary addresses cannot be labeled as inactive
- Location cannot be marked inactive if the location is assigned to an employee, territory, or an active inventory scan
- Hovertext message will be displayed showing the reason a location cannot be marked inactive and any employees who are assigned that location as their default location
Work Order
Parts
- Column title 'Manufacturer' changed to 'MFG' in parts list grid
- Column title 'MFG Number' changed to 'MFG #' in parts list grid
- A new column was added between 'Extended' and 'Used' called 'Stock Part'. Stock Part means that the part listed has reorder points
- MFG # will now color yellow if the part has Stock Part checked
- Resolved issue where the split pay screen was loading without technicians' names
- When saving a split pay:
- If Method = Amount then the amounts entered will be verified to match the subtotal
- If Method = Percent then the percents entered will be verified to equal 100%
- Resolved issue where changes made in the office to a work order that had already been synced to a tech's iPad would not sync on the next WO sync. If the office makes a change and tech has not yet started work on the WO, the WO will be re-synced to the iPad