02/01/2023 v2023.02

We are listening!  Items with this label are a result of your suggestions in uInnovate.  Please continue to share and support those ideas that help your business.

We recommend reading these and understanding the impact prior to updating.  These features may require adjustments to security or configuration and may have implications for your operations or current workflows.

Lockbox Import and Integrated Transaction Based Accounting:  Closed contracts for users on a transaction based API accounting package are paid in the accounting package.  The API then updates the contracts in POR.  Our lockbox import now aligns with this expected behavior.  If a lockbox payment is applied against a closed contract, it will create a credit that can be accounted for and applied in the accounting package.

Replacement Hour Meter:  Occasionally, a meter will need to be replaced on a unit.  A new option has been added under the ‘Tools’ menu of the item record that easily allows a user to do this.  This option has a field to enter the new meter’s reading, will make an entry to the edit history of the item, and will notify the user if the unit is currently on an open contract. While unlikely, if the unit is on an open contract, the meter will need to manually be updated on that contract. Any maintenance records that rely on the meter will also adjust so that the unit still becomes eligible for maintenance at the proper time.  A field has also been added on the income tab to track the accumulated lifetime meter for an item so that the hours from the old meter can be retained.  

Security - Transaction Browser:  A new security area has been added to security for all of the security settings that only affect transactions in the browser.  This is in an effort to make it easier to identify which security settings apply in a certain scenario.

Dispatch - Unpaid Cash Contracts:  A warning has been added when a route is being confirmed in dispatch to notify the user if any unpaid cash contracts are included so that those can be addressed if necessary.  Additionally, the ‘Owed’ column will be highlighted in green if the amount is for an account customer or a paid in full cash customer, and red if it is for a cash customer not paid in full.  This will not prevent the route from being confirmed.

eSign Customer Language:  If a default language is defined on the customer record, that language will be passed to eSign so that the eSign document is translated properly.  This can be assigned on the default tab of the customer.

Updated Phrase in Language Translations:  We have replaced the phrase ‘Salesman’ to ‘Sales Rep’ in our Language Translations (Configurations>System Configurations).  We had eradicated it in most places, but overlooked this one.  We can now wave goodbye to our Mad Men era.

Contract Formats - Days Out:  The ‘days out’ column option in the contract format will now calculate based on the dates rather than the hours on the contract.  This is a more accurate reflection, as the hours being charged for may be different from the time the item is actually out.

Memory Lane Monday: This is a fun corner where we republish release notes from previous sprints you may have forgotten about.

Fulfillment Date Color Change: You’re an efficient employee, so you have the box checked in fulfillment to ‘Include Today’, so that as you race forward through prepping future orders, you can keep an eye out for any changes for today. We have made this easier than ever before by implementing a color change. Contracts for today that are displayed while the user is on a future date, will have the date highlighted in yellow and sorted to the top of the list. This enables the user to establish that these contracts require priority treatment at a glance.