12/26/2024 v2024.18

New Release Notes every three weeks!

	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.
	Items with this label are features that may require adjustments to security or configuration and may have implications for your operations or current workflows. We recommend reading these and understanding the impact prior to updating.

Contract Percentage Items: Users have always felt that the ability to apply percentage-based fees on contracts has been too limited. When the damage waiver and item percentage fields were exhausted, the only other option available was to apply a percentage-based fee directly against an item. Now, you can more broadly collect percentage-based fees for scenarios when there's a last-minute order; we have added two new item types: ‘Rental - Contract Percentage’ and ‘Sales - Contract Percentage.’  When one of these items is put on a contract, it will apply to every rental or sales item on the contract (depending on whether you’ve added the rental or sale variety). These are bulk items, and the percentage to be charged is set in the item's sell field. The fee being charged will be updated as the contract is modified up or down. The fees will fall into the ‘sale’ bucket in the contract breakout. There is no current way for them to break out individually in the totals section of the printed format. To learn more about this new item type, see the article Percentage Items.

Set Billed Date To Last Day of Month: Traditionally, the billed date of the contract occurs when the closed contract is run through the invoice program and the billed date is updated to the date it is run through the program and sent to the customer. However, some of our users wanted to have the billed date set to the last day of the month. Well, now there's a configuration in the Transaction Configurations section of browser configurations called ‘Set Billed Date.’ This will enable this functionality on a company level. When turned on, the billed date, rather than the closed date, will also be used when calculating aging in the accounts receivable dashboard. Users will need to remember this when looking at what contracts fall into which aging buckets. To learn more about invoice billing dates, see the section "Set Billing Date" in the article Invoices.

Default Customers: The default customer records customer settings that are always true for new customers. When a new customer is created from File Maintenance or from a contract, it automatically pulls these settings onto the new record. Historically, this did not occur when the customer was created through the browser interface. We have addressed this, and the default customer is now used when creating customers here, too. To learn more about default customer records, see the article Customer File.    

   
Check and Card Report: The check and card report has a new section for ACH payments taken via the consumer portal. These used to be in the credit card section but are now separated for easier reconciliation. 

Mobile

These are updates for Elite users utilizing the POR One app.

ℹ️Mobile is working on some background things, and so for this release, we’re doing a rerun of some of the greatest hits from the past year.  You know.  In case you haven’t had a chance to check them out.

Ready Tags:  **Waves paper tags in the air ** Hey! You there. Want to be able to see the ready tag status of an item without having to walk out into the yard?  Of course, you do.  Luckily for you, we locked a project manager and a handful of developers in a room with snack-size bags of Doritos and a hamster waterer until they figured it out. On the options tab of a header record for true serialized inventory (non-bulk), there is a drop down that will stipulate whether an item is ‘Ready’, ‘Not Ready’, or not considered when a serialized item comes is returned. All units in a status of ‘Not Ready’ are then available in the ‘Ready Tag’ section of POR One to be easily managed by your shop staff.  Once they are put into a status of ‘Ready’ that will update the item status in Elite and allow it to fall back through the status library to become ‘Available’, ‘Reserved’, etc. There is additional functionality that allows for the change of the status from within Elite and how it interacts with availability delay contracts. Please visit the uLearn article Ready Tags for more information.

Create a Work Order (Advanced) when Not Ready - If a user has a POR One Advanced license and is completing a Ready Tag checklist where the item is ‘Not Ready,’ it will prompt them to create a Work Order (IRO, IMO, etc) if they would like to. This expedites getting your equipment repaired and back to being available. 

Work Orders (Advanced) Add Parts - The Add Parts page for a Work Order now shows the Quantity on Hand, so you can clearly see how many are in stock. This is especially useful when using the ‘Pull from Stock’ option and keeping an accurate count of what can be used/added to the Work Order.

Various Bug Fixes:  We implemented various changes to improve accuracy and user experience.

Memory Lane Monday 

This is a fun corner where we republish release notes from previous sprints you may have forgotten about. The below releases are from the v2023.12 release.

Multi-Select Attachments:  When adding attachments to a record through the ‘Set File’ option, users can now hold down the control key to select multiple records simultaneously. They will be added as individual attachments under the record.

Item Options:  Users now have the ability to assign options to their items. Think of this a bit like searching Amazon. You search for ‘shirt’ and get all the shirts. To narrow things down, you select for certain brands or colors, only including shirts that fit your criteria. This enhanced search tool is available wherever the inventory selection screen exists. For a detailed explanation of how to assign options and how this works, check out the ‘Item Options’ in uLearn.