Jan 29, 2015 - Mar 22, 2017

See below for all of the latest enhancements since your last update.

These are distributed as part of your support and maintenance package.
Thanks to you, ePASS continues to be able to provide excellent service.

4/17/2015		New Batch Email / Texting
15007707		We have updated Batch Emailing in ePASS and also added the ability to Batch Text! Now when it's time to send out delivery confirmations or service time windows you can email and text them all at once! In addition to being able to batch text, you can also now batch email to the Route for each invoice (to send a copy of each invoice to the technician or delivery driver) or batch email to a specific email address. You also get a preview of all invoices that will be emailed or texted so there is no more wondering what was actually sent. * Batch Texting is only available if you have signed up for ePASS integrated text messaging. Please call our tech support department for more information.
1/29/2016		ServiceBench Comments
16008384		ePASS and ServiceBench can now exchange comments via ePASS Service Requests. If a comment is added to ServiceBench it will automatically come into the notepad of the invoice in ePASS (as long as that invoice was created via Service Requests) and a pop notification will be sent to CSR's with a link to that invoice. Also, when adding a note to the Notepad of an Invoice, if the invoice was created via ServiceBench there will be a new checkbox allowing you to also send the note to ServiceBench. All you need to do is check "Enable Integrated Comments" in Server Engine variables and the notes will start coming in.
5/24/2016		Marcone Parts Lookup
16008623		ePASS has worked with Marcone to bring you real-time Marcone parts pricing and availability in ePASS! If you have an Item selected anywhere in ePASS you'll be able to click the new Marcone button on the toolbar to show current pricing and availability without ever having to leave ePASS. You just need to set up your Marcone user name and password in Item Inventory Variables, then assign the new "Marcone Real-time Lookup" security option (in Item Inventory security) to the appropriate users and you're all set!
6/2/2016		Windows XP Support (Mapping and Texting)
16008683		Due to some changes to Google's programming interface we have been forced to upgrade the browser control used in ePASS, in both Mapping and Texting. This is both good news and bad news. The good news is that we can now use the latest version of IE installed on your computer, which means we can use the latest features of Google Maps in our mapping applications, and we can take advantage of the great features of a newer browser. The bad news is that mapping and texting are no longer going to work on Windows XP computers. We have tried to support Windows XP for as long as we could but unfortunately it has come to an end, at least in mapping and texting. If you still have any XP computers we encourage you to upgrade as soon as possible.
11/2/2016		User Based Overrides
16009038		There is a new system available for password overrides which gives you more control over who is allowed to override, while also tracking who has been doing overrides. Instead of just one generic password to override they are now security options so you can choose who is allowed to do certain overrides, and they will have to enter their own user/pwd combination along with a reason as to why they are doing the override. The overrides are then written to the notepad so you'll know who approved it. If you would like to use this new system you first need to go through User Security and assign the Overrides security to the appropriate people, then turn on User Based Overrides in Invoice Variables on the Passwords tab.
12/2/2016		Invoicing - Credit Approval
16009084		A new feature for Credit Approval to control both Builders who have Credit Limits and companies that must be approved each time (such as a finance company) can now be administered through ePASS. We have added a "Credit Status" on Invoice Header plus the Invoice Type can "Require Credit Approval". When enabled and the invoice is not 'APPROVED', it will stop the user from dispatching or shipping product. Both ePASS and the Wireless Scanner restrict not approved transactions.
12/13/2016		Invoice Minimum Deposit System
16009141		We have implemented a new Minimum Deposit System that allows you to set deposit rules so splitting invoices keeps the minimum deposit on the original order. The Invoice Totals screen and payment lines in Invoice Detail will also who minimum deposit required for the current invoice, and there are new options on the OE-04 and SN-15 to only show invoices where the minimum deposit has been met. All you need to do to start using this new feature is edit your invoice types and enter the minimun deposit percentage.
12/20/2016		Copy Invoice - Multiple Copies / Merge and Summarize
16009131		A new Copy Invoice and Merge Invoice function has been created to make duplicating multiple invoies at the same time quicker and easier. This is primarily to help you manager builder jobs but can be used for other purposes as well. In the Copy screen you can now choose multiple copies, but you have to specify the "extension" for each copy when doing this - it will not automatically add the -1, -2, etc. An example of how you use this would be for copying one invoice 10 times for all units on one floor of an apartment building, in which case your extenstions would be the suite/apartment numbers (-101, -102, etc.). There is also a new "Merge and Summarize" option that is found alongside all of the current Merge options. This new Merge and Summarize option could merge an entire builder job but instead of having 10 lines of 1 for each model it will merge the 10 lines into 1 line with a quantity of 10, as long as the selling price is the same for all of them. It will also attempt to not show duplicate comments, and it will keep the detail lines in the same order as the original invoice.
12/22/2016		Reserving Serial Numbers Not Paid For
16009126		There is a new option on the Invoice Type that will let you prevent serial numbers from being reserved until the invoice is paid for. This applies to COD invoices only, and once the new "Do not allow Reserving Serials for COD Invoices not paid for" box is checked on the Invoice Type ALL reserving functions will be disabled for that Invoice until it is fully paid. In addition there is a new "Exclude COD Invoices not paid for" checkbox on the OE-04 and SN-15 reports to not show those invoices until they are paid.
1/5/2017		Bank Reconciliation
17009261		A fully integrated Bank Reconciliation is now part of the General Ledger in ePASS. It allows categorizing different transactions such as 'Deposits', 'Checks', 'JE's' so they can all be reconciled independently or together. The AP Check Reconciliation will no longer be used in the future but for now both modules update each other, so doing the AP Check Reconciliation also Reconciles Checks in the GL Bank Reconciliation. Through System Maintenance Payment Types can be configured so they can be grouped together. Ie Cash and Checks will go to the GL as one total or Visa and Mastercard can go to the GL as one total, but Amex can be separated out. As part of the GL Bank Rec you can also setup different AP Bank Accounts and Check Series and the system will track the last check number in each case. This allows you to group EFT's or your Payroll account separately from the regular bank account.
2/17/2017		New 'Builder Project' Module
16009130		There is a new system in ePASS to help you manage builder projects / pricing. Under the Customer menu there is now a Projects maintenance area that let's you create a project and define all of the models, items, and other details that belong to that builder project, and what the pricing should be. After you have created the Project and assigned it to a Customer (on the Pricing tab of customer detail) it will force any project models sold on that customer's invoices to be sold at the project prices you specified. There are new security options to control if you can create Projects so if you'd like to try this new feature you'll need to give yourself security first.

1/30/2015	Price List Importing
15007468	Request:	When not defining a Sale Start and End Date Column in the Price List Template, the Sale Start and End dates are becoming Dec 30th, 1899.
2/2/2015	PO Costing
14007297	Request:	PO Split Line is sometimes not updating the lines on the Invoice Detail properly.
2/6/2015	Serial Inventory Advanced Search
15007490	Request:	The Advanced Search pulls the wrong Models when searching by a Location. It appears to be looking at Sold and Returned serial numbers, but it should only be looking for Available (Status = blank) serial numbers.
2/6/2015	Regular Serial Reserve and Unreserve
15007512	Request:	Would like to write Invoie Note and Serial Audit Trail if a regular serial is reserved or unreserved.
2/6/2015	PASSUtility - Invoice Item Calculate Reserved
15007518	Request:	It showed an error :Row cannot be located for updating.
2/11/2015	Financing
15007462	Request:	Would like to have contracts that do not expire, as well as new payment options of Bi Monthly Flat Fee and Tri Annual Flat Fee. Also, would like to have a working Cancel Contract function.
2/11/2015	Invoice Split
15007522	Request:	Getting an error when you split a Misc Line in Invoice Detail
2/23/2015	Serial Price List Importing
15007493	Request:	When importing price list templates and the Description column is empty in the spreadsheet the description is being filled in by wrong info.
2/25/2015	Supplier Price List Import
15007542	Request:	If there are not any records in the Model List Price table, the import program won't insert the new list price records.
2/26/2015	Serial Inventory - Excel export
15007532	Request:	The Excel button doesn't export the ATS quantity, it always shows 0 for all models even though there is an ATS quantity.
2/27/2015	Text Message - Add Attachement
15007548	Request:	You will get ''ActiveX component can't create object' error when you add an attachement
3/3/2015	Serial Inventory
14007426	Request:	For ADC and NECO members we are now supporting the trailing discounts and tracking these throughout Purchasing and Serial inventory.
	Solution:	Added new Serial Inventory security options : View Discounts and Edit Discounts. Added properties Discount1 through Discount 10 on Model, Serial, POModel, and POSerial Tables.This request has been finished.
3/3/2015	Update Invoice Item Location on Order
15007539	Request:	Need an option on the Invoice Type that can tell the system NOT to update Invoice Item location on order. It is currently a system setting in PO variables, which works well if you only do service, but if there are sales invoices those locations should not get updated.
3/6/2015	Texting
15007566	Request:	Some computers get an ActiveX error when trying to attach a picture to a text message. Also, getting an ActiveX error when setting up the MMS Service ID in Texting variables.
3/12/2015	Samsung Canada EDI
15007579	Request:	Need to change the parts section of the export to match the Samsung layout.
3/16/2015	OE-23 Salesperson Activity Report, OE-24 MTD Sales Summary and OE-25 Salesperson Commission
14007228	Request:	Would like to add a new date selection option of 'Schedlule Date & Pickup Date' to all three of these reports so you do not need to run two separate reports.
3/16/2015	Equipment Number
15007552	Request:	The equipment number is not being brought back from history into the invoice.
	Solution:	This bug has been fixed and also fixed DBUpdate (Invoice_20150109) Issue.
3/16/2015	Route Board
15007553	Request:	The Route Board is not allowing you to drag a call to 7AM, even if the tech start time is 7AM.
	Solution:	The Route Board allows you to drag a call to 7AM if the tech start time is 7AM. This bug has been fixed.
3/16/2015	Trailing Discounts
15007584	Request:	The Toggle Cost button on the toolbar needs to toggle the Discounts field on/off.
3/17/2015	Invoice Type
15007576	Request:	There is no scroll bar on the Serial Type list, so you can only see the first three serial types.
3/17/2015	OE-04
15007587	Request:	Would like to print Payment Type Code on the report.
3/17/2015	Serial Inventory Search Form
15007590	Request:	Would like to change checkbox "Show Unique Sell Price" to "Show Serial Numbers" and also add new column "Location". When Show Serial Numbers is checked it will show one record for each serial number, whether it has a unique sell price or not.
3/18/2015	Invoicing - Purchasing
15007567	Request:	You create a PO with a BO Invoice attached to it. Later you go into the invoice and change the item detail line. It then wipes the BO Invoice number out of the PO.
	Solution:	If Invoice Item line is not committed, it should not remove back order links. This bug has been fixed.
3/18/2015	4X2 DUROCHERS LABEL MODIFICATION
15007583	Request:	4X2 DUROCHERS item label to be changed to print the supplier code.
3/19/2015	Changes to the invoice print form
15007581	Request:	Changes to the invoice print forms: - Print the sub total amounts, regardless of invoice status (For AKRIT RES and AKRIT COMM); Currently prints only if invoice finished. - Tech name to print (For AKRIT RES and AKRIT COMM) - "Service Call" verbiage to be replaced by "Truck Charge". (For AKRIT COMM only)
3/19/2015	Email Formats
15007594	Request:	Sometimes the Email Format is using the Bill To information, even though you specified Sold To fields.
3/19/2015	Adding Serial to an Invoice
15007596	Request:	If you add an Serial to an Invoice Model Line, sometimes it will show an Error.
	Solution:	Fixed Wireless Barcoding Program to handle Freight Amount and Original Cost properly and also handle null value on ePASS. This bug has been fixed.
3/20/2015	New 4x1 Item Label with barcode
15007586	Request:	Would like a new "4X1 D" item label that has an item number barcode on it.
3/20/2015	Add Transfer Request
15007602	Request:	When you click OK, it is nothing happened even though Invoice code and Serial number are filled properly.
3/24/2015	OE-17 MTD Sales Referral Analysis
15007605	Request:	You get an Invalid Procedure Call when running this report for Archives.
3/25/2015	Exclusive Reserve changes
15007601	Request:	Serial and Serial maintenance - New field on the Serial Number - Tag Price. Should be below Unique Sell Price. - Add Tag Price column to Serial Maintenance and Serial forms. - Add Serial Standard Cost column to Serial Maintenance. The column header could be "Std Cost" or just "S Cost" so it's not too wide. - Add Exclusive Reserve column to Serial Maintenance and Serial forms. If exclusive reserve is true then put "YES" in the column, otherwise leave it blank. Column header can just be "Exclusive" - New field on the Serial Number - Exclusive Reserve Comment Code. Drop down that reads from the comment table. Can be a signature or non-signature comment. Serial Type table - Add Exclusive Reserve Comment Code Serial Import / Export - Need to be able to export and import the following fields: Tag Price, Standard Cost, Exclusive Reserve Comment Code Reserve logic - When reserving exclusive, if there is a exclusive reserve comment code on either the serial type table or the serial number then add that comment to the invoice. If they are both there then add both comments. - When you exclusive reserve - it does not need to check "Reserve Exclusive when Ordering". - Reserve exclusive reserve serial with zero standard cost - don't update invoice model line to zero. Leave it with model costs. Currently it wipes out the standard cost. Invoice Detail - For UMRP Brands. Still don't allow them to go to unique sell price without UMRP override password. - Would like to show if a serial number is reserved. Since we can have multiple quantities we need to handle partial reserves also. So if all are reserved show "Serials Reserved", if some are reserved show "Partial Reserved", and if none then don't show anything. If all serials are exclusive reserved then show "Exclusive Reserved". This can be a bold label, wherever there is space.
3/26/2015	Review / Edit Invoice
15007615	Request:	Reviewing or Editing an Invoice Header is taking longer than it used to. It takes at least a few seconds to open the header now.
3/26/2015	PO Import
15007617	Request:	It shows "Error to Read the File" error.
3/27/2015	Serial Maintenance columns
15007626	Request:	Would like to add the Ordered For Invoice Code as a column on the Serial Maintenance form. With the new Exclusive and other serial number properties, it is now important to see this. The column header can be "Reserved To".
3/30/2015	SN-15 and SN-27
15007561	Request:	When using the option 'Reserved Qty only up to Ending Date', the "Total" number on the report is still including invoices past the end date.
	Solution:	Fixed the "Total" number issue. It will always refresh Total Number.
3/30/2015	Warranty Claims
15007604	Request:	The second search field has been moved over and is overlapping the search by field. It needs to be moved to the left a little.
4/1/2015	New Leaf Extended Warranty upload
15007580	Request:	Would like a "New Leaf Excel" extended warranty export, in Excel format.
4/1/2015	Seril Inventory - Alt S
15007639	Request:	Hitting Alt S in Serial Maintenance clicks the Excel button instead of going back to the Search For text box.
	Solution:	After reset all controls Tab Order, this bug was fixed.
4/2/2015	Service Power - Frigidaire
15007635	Request:	Need to add a new Mfg Code to the Service Power - Frigidaire warranty EDI export, 455C "ELECTROLUX CANADA".
4/6/2015	AR- 06 aged trial balance
14006697	Request:	Would like to be able to select more than 1 invoice type when printing the report.
	Solution:	Changed all popups to Mutl Select. This request has been finished.
4/6/2015	Dispatch Track Export
15007619	Request:	Would like the Delivery Type column to also fill in the Account column.
4/6/2015	DS-01 Dispatching - Route Sheet
15007657	Request:	If there are too many serial numbers on one model line, it will show an error.
	Solution:	Changed Serials field size bigger and fixed the problem.
4/8/2015	Warranty EDI - Service Power
15007666	Request:	Got 'Subscript out of range' Error
4/8/2015	Email Invoice
15007667	Request:	Would like to show an clear error message when Emailing Invoice does not work.
4/10/2015	Eastside Maytag new print forms
15007556	Request:	2 new print forms to be created for Eastside Maytag.
	Solution:	Two new invoice print form "EASTSIDE MAYTAG" and "NARDA 360-6WN-6" are created.
4/13/2015	Mobile Salesperson on iPhone / iPad
15007653	Request:	If you switch between Mobile Salesperson and another app or browser page, when you come back to Mobile Salesperson it has logged you out. It does not behave this way in Android.
	Solution:	Javascript should be turned on and Accept Cookies should be set to either From vistited or Always in Settings.
4/13/2015	Exclusive Reserve
15007658	Request:	- New checkbox on the Serial Type "Allow selling Exclusive Reserve below UMRP". Default false. If this is checked then when reserving an exclusive reserve serial (of this serial type) for a UMRP Brand, use the regular Sell Below Minimum password and not the UMRP password. - When unreserving an exclusive reserved serial number we need to un-verify that invoice model line. This will put the invoice back into the verification tree, to be verified again. - Need to audit when a Serial Type is changed for a serial number (user/date/time). Then, this needs to be exported somehow on the Unique Sell Price Export utility, so you can see when Serial Type changed, which may change how you determine pricing. - New checkbox in Invoice Variables "Allow oversell if Exclusive Reserve serials are available". You must have "Force Reserve when Selling Obsolete" turned on to enable this option, so the new checkbox can be indented below it. If this new option is ON then when you are oversold, check if there are any Exclusive Reserve serial numbers that are not reserved, and if so allow it to be sold but force the salesperson to reserve on of the Exclusive Reserve serial numbers. They cannot reserve a regular serial in this situation, it must be an Exclusive Reserve serial number.
4/14/2015	PO-12 - Option to not order some items
15007686	Request:	Would like a new checkbox on the Invoice Type "Do not order on PO-12". Then when running the PO-12, make sure we don't include any item lines from Invoice Types where this is checked.
4/15/2015	Serial Maintenance - Cost
15007689	Request:	Sometimes the Cost column shows with 0 cents, even though there are cents for that model cost.
4/15/2015	IN16 - YTD Usage
15007693	Request:	Sometimes when you click Excel button, it shows an error messge "Operation is not allowed ehen the object is closed"
4/16/2015	GVEC Invoice
15007691	Request:	For Package lines it needs to show the package quantity and the Price column should be the price for 1 package. Also, do not want to print Item lines if they are part of a package.
4/17/2015	Warrantech Export
15007633	Request:	Column O - Position 15 needs to have the number of pieces from the Extended Warranty Table.
4/17/2015	Akrit Print form
15007671	Request:	The subtotal on print forms AKRIT RES and AKRIT COMM are not properly filling in the subtotal at the bottom of the invoice. The dollar amount in Service Call/Truck Charge should be part of the sub total.
4/17/2015	Serial Inventory Maintenance
15007706	Request:	When clicking the Serial button the system gets an invalid procedure call - error 5
	Solution:	If selected Model does not have any serials, it will show this error. Always check if selected Model have serial records or not before setting command buttons. This bug has been fixed.
4/20/2015	Email Format
15007681	Request:	There is no scroll bar on the Message field for an Email Format. It needs one.
4/20/2015	OE-19 MTD Cost Analysis
15007688	Request:	Would like to add Salesperson selection to the report, and also the following Group By options: Invoice Type / Salesperson, and Salesperson.
4/20/2015	OE-07 Shipping Report
15007695	Request:	Would like an option to choose which Item lines show on the report - Open, Committed, or All.
	Solution:	A status dropdown box is added beside the "Include Item" checkbox .
4/21/2015	Wireless Inventory
10003523	Request:	If you try to transfer a piece that was not received, give some sort of error.
	Solution:	If the serial code is empty, it will prompt 'Not Received' voice message. The bug has been fixed on both Regular and Batch Transfer
4/21/2015	Wireless Inventory
14007418	Request:	If you Assign to Bin or Transfer on the scanner it should stop you or give you an error message if the Serial Status is Taken (or Sold). This way if someone forgot to Return Ship before putting it away, they would be alerted when assigning to bin.
4/21/2015	Misc - Do not allow Finish
15007690	Request:	Would like a new checkbox on the Misc table "Do not allow Finish". Do not allow finishing an Invoice with a Misc code that has this new option checked.
4/21/2015	Invoice Print Form
15007694	Request:	Changes to the Akrit Scheduled Maintenance Print Form "AKRIT SCHED"
4/21/2015	Quick Cash Totals Grayed out
15007699	Request:	Quick Cash Totals Grayed out
4/21/2015	Route Board not showing the correct time slot
15007713	Request:	In the case shown the time slot shown on the Route Board for an invoice is not the time slot it is assigned to.
4/21/2015	Email Invoice
15007718	Request:	If email form configuration setting Email to is 'Bill to', it always fill in Sold To email address on Outlook.
4/23/2015	PO- 20 Qouted vs Acual cost
15007599	Request:	The report is showing some lines with a diffrence of zero dollars. It should only show if the Difference is NOT zero.
4/24/2015	Invoice Detail
15007683	Request:	When pressing down arrow on a Signature line, the cursor will not move down anymore.
4/24/2015	AR Transactions
15007687	Request:	Payments and Adjustments need to force the invoice number as upper case and remove spaces to avoid users from keying in bad invoice numbers
4/27/2015	Physical Inventory
15007452	Request:	Currently when doing a physical inventory the scanner will mark a serial as available or unavailable depending on the Location "non-saleable" setting. Would like an option to turn this off so available does not change during physical. It should still change during a transfer though.
	Solution:	Created a new wireless variables - "Do not change Available/Unavailable during Physical", default false. If it is true, it will not change Available/Unavailable during Physical.
4/27/2015	Wireless Inventory
15007453	Request:	Currently if you are on an error message screen on the scanner, if you scan something the system thinks it is the same as pressing Enter, and that scan doesn't actually do anything. This can be confusing in some situations - for example, if you are receiving several pieces and you get an error you might just scan the next piece without pressing enter. Now you think it was received but it really only cleared the error message screen. Would like to change it so when you are on an error screen it will only accept pressing Enter or one of the arrow keys. If you do a scan it should just beep three times, possibly say the error message again, and remain on the error screen.
	Solution:	Handled Receive, transfer, and shipping screen. This request has been completed.
4/27/2015	Item Label Printing
15007710	Request:	A new label style is needed for Akrit that is based on the 4x2 Durochers Label with the addition of the Location code printing.
	Solution:	New label "4 x 2 Akrit" was created.
4/27/2015	Wireless Inventory - Transfers
15007717	Request:	Would like a new option in Wireless Variables - Warn when Transferring Exclusive Reserve. If this option is on and you transfer an exclusive reserve serial (using the Regular Transfer function) it should give you a warning with Continue and Back options.
4/27/2015	Invoice Printing
15007722	Request:	Akrit Commercial and Akrit Residential Invoice print form - Totals section. Would like the Totals section to remain blank when the Invoice is open an dchanges to the time shown in the top right corner
4/28/2015	Populate Warranty Sales utility
15007727	Request:	The utility to populate warranty sales (for parts distributors) needs to also write claim records for any credit invoices they have done up until now. When writing a sales record it should check for any invoices with a -x (-1, -2, -3, etc) after the invoice number, or with a letter after the invoice number (invoice 1234 could have credits on 1234A, 1234B, 1234C, etc). If there are any negative item lines on those (that are committed, not open) then we should write a claim record for that invoice.
4/29/2015	Invoice Printing
15007494	Request:	The Yale Sales invoice in some cases prints lines for the Serial Numbers. It is only supposed to print serial numbers once assigned.
4/29/2015	GL-01 - G/L Account Status
15007640	Request:	Would like add a column to GL-01 to show the Branch Code for A/R and A/P postings.
4/29/2015	Item Utilities - Min/Max Import
15007711	Request:	Would like to import the EOQ as part of the min/max import
4/30/2015	Copy Invoice
15007651	Request:	If you copy an Invoice - the Text checkbox is unchecked on the new invoice. It needs to follow through from the original Invoice.
4/30/2015	Invoicing Maintenance
15007732	Request:	Would like to Default the Route Code based on the Map Zone entered.
5/5/2015	IN-29 Old Stock Returns
15007662	Request:	Would like a new report that tracks old item inventory that can still be returned to the supplier. It should allow you to choose suppliers, locations, and a range of days that the parts were received, then if there are available supplier invoices to return those parts show them on the report. Also have a Create PO button to automatically create the PO for you.
	Solution:	This report looks at parts that are currently over the Maximum (total Max for all locations), and were received within the last X and Y days. Then it checks warranty claims receiving / claims history and if there are any available supplier invoices to return the part on it will show up on the report. Then clicking the Create PO button will create negative purchase orders to send the parts back, on those invoices. It will try to use the oldest invoices between X and Y days.
5/6/2015	SN-15 Orderring
15007680	Request:	Corrections to SN-15 so that models that do not need to appear on the report do not show up.
	Solution:	Fixed 'DoNotDispatch' issue. Also change the logic to look at InvoiceModel.QtyOrdered vs the QOH correctly. It will either not show up on Create Order list view or split a line on Invoice Model Line when you click 'Create PO'.
5/6/2015	Customer - Open Parts List
15007742	Request:	Would like a hyperlink on the Customer Detail screen "Open Parts List". This would show a grid with all of the open part lines on invoices for that customer. It would be very much like the Open Parts List page on the parts distributing website.
	Solution:	If the user has the new security "Maintenance: View Open Parts List", he will see a "Open Parts List" hyperlink on the details tab on Customer form.
5/7/2015	Home Screen
14007302	Request:	Add AP Supplier History and A/R Customer Balance to Home Screen options.
5/7/2015	Home Screen - Accounts Payable Icons
15007474	Request:	Would like the AP Posting and AP Transactions icons to be different. Currently they both use the same icons.
5/7/2015	A/R Balance
15007744	Request:	Would like the following changes to the A/R Balance Screen: - Add an A/R History button (near the OK button) - When Financing is enabled there are new columns added to the data grids, but the grid is not made wider. When the columns are added the grid should also become wider so you can see them without scrolling. - If you are in A/R Balance and you click the $ button (on the toolbar) to add a payment, it should default the customer from the A/R Balance screen.
5/7/2015	A/R Payment
15007745	Request:	In the Add A/R Payment screen, if Financing is turned on, show the same Contracts grid that is shown in the A/R Balance screen when Financing is turned on.
5/7/2015	Batch texting with route pictures
15007765	Request:	If you send out batch texts using a format which has the Include Route Picture option enabled the route pictures will keep attaching to the next message in the batch
5/7/2015	OE-04 Reserved Models Report
15007768	Request:	The "Exclude Reserve Exclusive From Spoken For" checkbox should be changed to "Exclude Reserve Exclusive From Spoken For and Ordered For", then if you run the report with "Included Invoices Already Ordered For" checked it should not show the invoices where it was ordered exclusively.
5/8/2015	Costing
13005979	Request:	If you have "Auto Satisfy Warranty Claims on Return PO's" turned off, it means a negative Item line on a PO will write a new Warranty Receive record, instead of making a claim against an original invoice number. In this case when writing the new Warranty Received record, make sure the Supplier Invoice is filled in.
5/8/2015	Duplicate Warranty Claims
15007755	Request:	Sometimes claims are showing up multiple times when you try to reconcile them.
5/8/2015	Warranty EDI - Samsung
15007777	Request:	When using the Samsung Canada Warranty EDI export, the Excel file that is created has a blank row at the top of the file. It shouldn't.
5/10/2015	Copy invoice use the customer default payment type
15007737	Request:	Would like to have the copy invoice function use the customer accounts default payment type when creating the copy invoice rather than using the payment type on the old invoice.
	Solution:	Added a new invoice variable 'Use Customer Payment Type for Copy Invoice'. If it is true, it will use Bill To Payment Type Code when creating copy invoice.
5/12/2015	Customer Open Parts List - Email Format option
15007743	Request:	Would like a new Special Field on the Email Format "Open Parts List". This field would actually create an HTML table with a list of the customer open parts, using the same rules as the parts distributor websites. Then on the batch email program add a new option to only send one email per customer - this would allow you to pull all invoices based on certain criteria, then send one email to each customer in that list of invoices... as opposed to sending one email per invoice, which is how it works today.
5/12/2015	Customer Update Key
15007780	Request:	The Customer Update Key function needs to update the new Parts Warranty / Returns records.
5/12/2015	IN-29 Old Stock Report
15007782	Request:	There is no security option to control this new report. Also, it should say "Days" after the "To" field.
5/13/2015	Consolidated Notes
15007773	Request:	Would like a new Consolidated Notes screen, that would show a customer's notes from the Customer Notepad, Invoice Notepad, and Collections Notepad. It would be accessed by a button on the toolbar, and if you had a customer selected it would automatically load all of their notes. It should also allow you to select a customer at the top of the screen and filter by a "since date".
5/14/2015	Model Price Changes
15007700	Request:	Would like to be able to track price changes, then easily be able to print new price tags if the price changed.
	Solution:	A new Report "SN-42 Price Changes" is created.
5/19/2015	Error when adding a package with multiple items
15007578	Request:	When trying to add a package to an invoice if it has more than 1 item in it you will get an error message
5/19/2015	Field1 Tracking Link
15007798	Request:	The Field1 Tracking Link special field always goes to UPS. It needs to handle OnTrac and US Postal Service as well.
5/20/2015	OE-19 MTD Invoice Cost Analysis
15007803	Request:	Report showed lots of duplicate records with Products Amount as zero.
5/21/2015	Email and Text Formats
15007616	Request:	Would like to add Service Brand Description and Service Product Description as Special Fields.
5/21/2015	Open Parts List special field
15007805	Request:	When using the {Open Parts List} special field, it should never include invoice attachments.
5/22/2015	OE-07 Shipping Report
15007792	Request:	If there is no Salesperson on an Invoice it won't show up on this report, when run for All Salespeople.
5/25/2015	Invoice Notepad - Archives
15007784	Request:	Archiving invoices sometimes does not move the invoice notepad to archives.
5/25/2015	SN-18 Turnover Analysis
15007795	Request:	When typing in a Brand for the criteria on this report, you get an error. If you pick the brand from the drop down it works.
5/25/2015	GL Account Status
15007806	Request:	When printing the G/L Account Status - "No Printer" is selected. It should choose your Report Printer. This seems to cause an error printing the report from some computers.
5/26/2015	Purchasing - Deleting
15007771	Request:	When trying to delete a PO, have a warning that there are still Detail lines on the PO.
5/26/2015	Customer History Print
15007787	Request:	Make the Note field print more characters. Currently if there is a long note, it gets cut off.
5/27/2015	Invoice Item Reference
15007555	Request:	Would like the Reference field on the InvoiceItem to get populated on the purchase order Reference field. This should happen when manually ordering for an invoice and when using the PO-12 to order.
5/28/2015	Priorities - Max per day / zone
15007720	Request:	Currently for a Priority you can define the maximum number of invoices that can have that priority per day / zone. This does not allow you to have a max of 1 priority in one zone and a max of 2 of the same priority in another zone. It also does not allow you to have a different max depending on the day of week. Would like to expand on this so you can define by Map Zone, which priorities are limited. It should allow you to choose a Priority and then specify the maximum # for each day of the week.
5/29/2015	Dispatching - Call Calendar
15007748	Request:	On the Call Calendar the number of priorities in the top list sometimes does not match the number in the bottom list. It looks like the top list is including invoices with a "Do Not Dispatch" job status, while the bottom list is not.
5/29/2015	Customers - Update Contact Info
15007818	Request:	Would like a new checkbox on the customer - "Update Contact Info". If this is checked, then next time you select that customer in Invoicing, Customer Maintenance, or A/R pop up a message "Please update Customer Contact Information!". This would then open the Customer in Edit (if the user has security to Edit) so the user can get updated contact information from the customer.
6/1/2015	Modern Electric Service Invoice Print
15007788	Request:	They would like the Bill To address to always print.
6/1/2015	Serial Maintenance
15007814	Request:	There are "cboSearchBy" and "cboSearchBy2" options in the Search By drop downs. They should not be there.
6/1/2015	Dispatching
15007830	Request:	When trying to add a thrid call and you change the units, you get an invalid procedure call or argument message. When you click OK you get kicked out of ePASS
6/2/2015	PO Item Labels
15007629	Request:	The Item Label 4 x 2 Durochers overlaps part of the item description and the date received details when the item description is longer.
6/2/2015	Batch Email
15007816	Request:	Would like a "Do Not Attach Invoice" checkbox on Batch Email. This way you can email a time window without having to attach an open invoice.
6/2/2015	Branch / Terminal settings on ePASS Shortcut
15007820	Request:	Add a new checkbox in Company Variables - Require Branch / Terminal on ePASS shortcut. Then with that option turned on, when signing into ePASS, if the branch and terminal are not configured on the shortcut do not allow the user to log in.
6/3/2015	Servicebench EDI upload
15007824	Request:	When uploading a single invoice using the ServiceBench - Subzero UDF upload the Warranty Yes/No on the Labor line is not being checked.
6/3/2015	Add Start Points
15007843	Request:	If you add Start Points to a day that already has calls the Sequence gets reset.
6/3/2015	SIN Utility - Unique Sell Price Export
15007852	Request:	It exports Note column to Serial Type Change Note column.
6/4/2015	AP Check Printing
15007740	Request:	To save Check stock a new option is being added into AP Check Printing to print a plain paper Voucher for checks so that ePASS does not need to void checks and use excess check stock. This Voucher is also formatted to fit a windowed envelope.
6/4/2015	Routing - Add
15007857	Request:	clicking Add in Routing is getting a BOF/EOF error followed by a type missmatch error. This only happens when the route already has calls, if it has no calls then the add works fine.
6/5/2015	Google Mapping
14007114	Request:	Would like the system to keep the window size like all other screens in ePASS.
6/5/2015	Mapping
15007526	Request:	Would like it if the Overlay Zones would remember how the Maps was run the last time.
6/5/2015	Service Requests
15007652	Request:	Sometimes when processing a service request you get an object error. It only happens occasionally though.
6/5/2015	Samsung Canada EDI export
15007783	Request:	The Samsung Canada warranty EDI export is exporting mileage to the "Other Amount" field. This is incorrect, it should go to "Freight Amount". Also, our PO Number field should go to their Ticket No field.
6/5/2015	Routing - Don't allow overbooking
15007850	Request:	Currently in Routing you can drag a call to another Route and it will warn you if it is full, but then it will allow you to overbook. Would like a new security option that controls if someone can overbook or not.
6/8/2015	Transfer Requests
14007403	Request:	The Date Required column doesn't sort properly when you click on it. It is treating it like a String field, not a Date.
6/8/2015	Transfer Request Maintenance
15007531	Request:	Would like to be able to save the search defaults on this form, like you can with other maintenance forms.
6/8/2015	Serial Maintenance
15007708	Request:	The tab order on the Model detail form is wrong. the Comment Code is being skipped by.
6/8/2015	Print Form Change
15007797	Request:	Labour Description to be displayed on the "SERVICE INVOICE"
6/8/2015	Serial Inventory Search Form
15007866	Request:	Even if Show Serial checkbox is unchecked, sometimes it still showes Unique Price and Serial Standard Cost
6/9/2015	Brand / Product Update Key
15007449	Request:	Both the Brand and Product update key functions should update the barcode schema, invoice header (service tab), and customer history (sales / service).
6/9/2015	Invoicing - Add Invoice
15007858	Request:	When adding an Invoice and selecting a Customer that has a PO Number setup, it is not transferring the PO number to the invoice from Customer Maintenance
6/9/2015	SN-15
15007869	Request:	If 'Always Show Models with Reserved Qty' is checked, some invoice model records do not show up on the report
	Solution:	If Total is zero, Model record will not show up on the report. But if Always Show Models with Reserved Qty' is checked, it should overwrite this logic.
6/11/2015	SN-15
15007877	Request:	If 'Include Only Reserved Models' is unchecked, would like to show all Models even Total is ZERO.
6/12/2015	Invoice Model line
15007874	Request:	When reviewing a Model line on an Invoice - if a serial number is exclusive reserved for that line we currently show "Exclusive Reserved" in bold. Would also like to show the Serial Type of the serial number that is exclusive reserved.
6/12/2015	Exclusive Reserve changes
15007879	Request:	When editing a serial number - if you change the Unique Price from 0 to a dollar amount, we currently automatically check Exclusive Reserve. We should also automatically check Available. This needs to happen in the Unique Serial Price Import as well. Also on the Unique Serial Price Import - Would like to be ablt to import the Serial Type as well. This means it needs to write to the audit trail if the serial type changed. On the Unique Sell Price Export - would like to export the following new fields: - Brand - Product - Inventory Type - Serial Type - Serial Received Date - Serial Audit trail Note "Date" (Currently we export the note, which includes the date. Would like just the date as a separate column. Keep the note also) When exclusive reserving a serial number we currently set the Invoice Model Standard Cost to the Serial Standard Cost. We should also set the Invoice Model Replacement Cost to the Serial Standard Cost (for TG only). Unreserve needs to revert back to the Model Replacement Cost, like we do with Standard Cost.
6/16/2015	Model Search Form
15007893	Request:	Columns order is not correct
6/18/2015	Unique Sell Price Export
15007907	Request:	When you export ALL records, it will show a 'Overflow' error
	Solution:	Changed Display Process Bar value from Integer to Long and fixed the issue.
6/22/2015	Serial Maintenance columns
15007697	Request:	Would like to add Serial.Note and Serial.Features as columns on the Serial Maintenance forms. Now that you can search by those fields it would make sense to display them.
6/22/2015	Invoicing - Splitting Line
15007785	Request:	When you split a line on an invoice before splitting the invoice, the original PO # isnt following the split to the new invoice.
	Solution:	If you split an Invoice Model Line, it will also split the Back ordered PO Model Line. This bug has been fixed.
6/23/2015	SN-42 Price Changes
15007888	Request:	This report is excluding Not Available serial numbers when determining if a model is in a location or not. It needs to include Not Available, as floor models are typically not available.
6/24/2015	Force Reserve
15007924	Request:	When reserving a serial number on the Force Reserve form it is not adding the Exclusive Reserve Comments that are attached to either the Serial Type or the Serial Number. Also, can we always make the exclusive reserve comment appear on the line directly below the model?
6/25/2015	Serial Inventory - Key Buying Group QOH
14007410	Request:	In the Serial screen would like to be able to see the QOH downloaded from the Key Buying group as part of price list templates.
6/25/2015	RetailDeck quantity download
14007438	Request:	Would like an automated way to download the "available inventory" quantity from RetailDeck. This new automated download could also do a full import.
6/25/2015	Supplier Price List Import
15007486	Request:	When using the QOH column in the Price List import we need to change the logic to handle models appearing in the spreadsheet more than once. This is because Retail Deck shows the same model commonly under different programs.
6/29/2015	Route Board
15007849	Request:	If Units are calculated from Model Points you can have very high unit numbers on an Invoice. This causes the Route Board to crash. But if you open the Route Board for a department that uses Units normally, it should work - but it is still crashing.
	Solution:	If it is an Accumulate Points Invoice Type, it will skip Start Time logic. This bug should be fixed.
6/29/2015	Text Formats
15007937	Request:	Would like to add Service Brand Description and Service Product Description as Special Fields.
7/7/2015	Purchasing - Split Model line
15007763	Request:	Would like a new button on PO Model lines to split off some of the serial numbers that were received. This is different than the Cancel Balance button, as it will only split received serial numbers. The reason for this is to allow you to accurately track quoted cost - if you had a partial receive and the quoted cost changed for the remaining quantity there was previously no way to track this.
	Solution:	Added new security "PO Model - Split Received Model Line". If you have that security and there is a Qty Received then a 'Split Received Serials' button will appear. Clicking it will allow you to select which serial numbers are split to a new line.
7/7/2015	Serial Inventory Maintenance
15007926	Request:	Add a "Reserved" check box to Serial Maintenance
7/8/2015	Auto Emails
15007934	Request:	The automatically generated emails (when a job status changes) are not adding the Email Format to the Print History hyperlink on the invoice header.
7/8/2015	Serial Inventory - Update Key
15007950	Request:	When doing an Update Key it zeroes out the prices of the old model. Would like an option in Serial Inventory variables to NOT zero out the old prices.
	Solution:	Added a new Variable : Make Old Prices $0 on Update Key. Default is true. If it is false, it will not zero out the prices of the old model.
7/8/2015	Serial Inventory - Update Key - Merge
15007951	Request:	When doing an Update Key - Merge, when it updates the model number on an invoice it should also update the model description to the new model description.
7/8/2015	Serial Type - Immediate Reserved
15007956	Request:	Would like to add an Immediate Ship checkbox to the Serial Type, which would work the same as the Immediate Ship checkbox on the Location table, for calculating ATS.
7/9/2015	Parts Warranty / Returns system (for parts distributors)
15007900	Request:	- If you uncommit an Invoice Item line that has made a warranty credit, yes it needs to remove the credit record but do not remove the Original Invoice # from the Invoice Item line. This is the invoice that the web user selected when doing the return, so if the Invoice Item line gets committed again it needs to use that invoice. - There is a problem with the Qty Reserved when committing item lines on parts returns that came through the website. When the return invoice is created the Qty Reserved goes to -1, which is correct, but when you commit that item line the Qty Reserved does not go to 0... it stays at -1. - On the website when doing a return or warranty claim, after entering a part and the invoices are listed - if you click on one of the invoice hyperlinks it should open in a new tab. Otherwise when you click the Back button it says "web page expired". - When doing a warranty claim and adding an item - make it default the quantity to 1, not to the quantity from the Invoice. Parts Returns should continue to default from the invoice quantity though.
7/9/2015	Partial Reserved - on Invoice Model line
15007954	Request:	If a serial number was ordered for an invoice you are on, but it was sold on another invoice - it will show "Reserved" or "Partial Reserved", even though that serial number has been sold on another invoice. The logic that sets that caption should not include something that went out on another invoice.
7/9/2015	Texting Security
15007958	Request:	If you add a new user and assign them to a group which has security for texting, that user is still not able to use texting.
7/13/2015	Invoice Detail using pre-defined Packages
15007945	Request:	When importing multiple pre-defined packages onto an invoice that include Warranty lines, the Warranty line is automatically grabbing Model lines outside of the current package.
7/13/2015	Invoice Labor Edit
15007971	Request:	It shows 'Row cannot be located for updating' error
7/14/2015	SN-13 Inventory Valuation
15007912	Request:	Would like a new Serial Type criteria on the report, and also show the Serial Type on the report, as well as on the Excel export.
7/14/2015	Adding Item line to an Invoice
15007923	Request:	An item with a large Quantity on Order throws an overflow error once added to an invoice line
7/14/2015	Print Form Change Request
15007948	Request:	The words "ESTIMATED" OR "SCHEDULED" To Print Completely by making the box bigger or making the font smaller, when job status is "ESTIMATED" OR "SCHEDULED".
7/14/2015	Rescheduling
15007957	Request:	In ePASS and Mobile Tech, when rescheduling a call it should clear the time in / time out. Currently it keeps it for next trip.
7/14/2015	Ship Serial
15007972	Request:	If an Inovice Model line reserved an Exclusive Reserved serial, it still allow to ship a Regular Serial to current Exclusive reserve model line. It should not allow to ship a regular serial to current Exclusive Reserved invoice model line.
	Solution:	It was fixed both ePASS and Wireless Inventory Manager.
7/16/2015	Customer Address changes
15007949	Request:	Would like to log customer address changes to the Notepad, whether it was changed from Invoicing or Customer maintenance.
7/17/2015	SN-31 Historical Valuation
15007870	Request:	A return PO has affected the Valutaion. It shouldnt.
7/20/2015	New System Note
15007698	Request:	Would like a new system note for the Invoice Notepad. If you change the Location on a Model line, write a note with the Model #, old location, and new location.
7/20/2015	Purchasing - ETA Date Import
15007983	Request:	Would like the to choose Items or Models on the ETA Date Import, then have it update appropriately. Currently it only works for Items.
	Solution:	Added an Import Type DropDown "Items" and "Models". Default is Items. This DropDown value can be saved when you click OK. This request has been finished.
7/22/2015	GL Transaction Processing
15007939	Request:	When Searching by the Reference using the second search line it gets an 'Invalid Procedure Call' error.
7/22/2015	Serial Inventory Sort
15007978	Request:	Serial Inventory Search should be sorted by Model Column by Default, when searching by Model.
7/22/2015	Invoice Discount
15007986	Request:	If you try to do the Discount for the whole invoice, sometimes it will show "Row cannot be located for updating" error
7/22/2015	Invoicing - change Invoice Type
15007988	Request:	If you change the Invoice Type on an Invoice it can sometime reschedule it. It seems to happen when "Default to next available schedule date" is OFF for the original invoice type and it is ON for the new invoice.
7/22/2015	Supplier Price Import - Retail Deck Auto
15007992	Request:	Would like to handle some invalid price list value like "NaN"
7/23/2015	Serial Inventory Search
15007851	Request:	When doing a Search by Brand it should sort by Model Number.
	Solution:	If Search1 Mathch is "Equal" and Search 2 Criteria is empty, it will always sort by Model Code. This bug has been fixed.
7/23/2015	Contract Billing
15007929	Request:	The Billing Note is not appearing on the CT-06 Contract Billing Report
7/23/2015	Invoice Detail - Add Comment
15007995	Request:	If you add a comment and type in a Comment Code that is Obsolete, it will tell you the comment code is obsolete over and over and you cannot exit.
7/28/2015	Service Power - Bosch
15007955	Request:	Warranty EDI didn't fill in the Fault Code (our Service Performed code field) and Call Code (our Complaint code field) in the export file.
7/30/2015	Price Tags
15007996	Request:	When printing price tags by Location, would like to be able to choose Serial Type criteria. Also, would like to remove the word "Model" from printing in the bottom right corner of the following tags: TASCO SRC TASCO N L1 SALE TASCO N L2 SALE TASCO N L3 SALE
7/31/2015	Price List Templates
15008010	Request:	The QOH column is not updating values unless the QOH is currently zero.
7/31/2015	Exclusive Unreserve
15008011	Request:	If Invoice Type Standard Cost Code and Replacement Cost Code are filled in, Exclusive Unreserve logic needs to revert the model back to those Costs, not the regular model Standard / Replacement cost.
8/4/2015	Receive & Reserve need to write Reserve Model Audit Trail
15008012	Request:	Would like to write " Reserve" Model Audit Trail when you Receive & Reserve a Model
8/5/2015	Route Board Crashing
15007997	Request:	When selecting certain dates the route board crashes with an 'out of memory' error.
8/10/2015	Price List Templates
15007990	Request:	A new option is being added to price list templates allowing you to define which Product Categories are being imported. This will allow you to not import Items when suppliers mix Product and Parts/Accessories all in one price list.
	Solution:	Added new column - Do Not Import on Product and Brand Conversion form. Default is false. You can double click the value to change "Yes" or "No" or you can manually change it. The program handle "Yes", "Y", "True" or "T" Values. If it is Retail Deck format template, it will automaticlly save to Retail Deck values in Product table when you click OK.
8/11/2015	Serial Inventory
15008033	Request:	Would like to show the Barcode ID in the Serial drop down when printing individual serial labels. Also, would like to see the Barcode ID on the Serial form.
8/11/2015	SN -15 Create PO
15008038	Request:	It gives you a record locked error, but it's not really a record lock.
8/13/2015	Invoice Notepad
15008043	Request:	The Invoice Notepad has note saying the schedule date changed, when in fact it did not change.
	Solution:	If you selected a date that was closed it would write the note to notepad, but not actually change the date. Now the invoice will remain open until you select a date that is not closed, then the proper history will be written to the notepad.
8/17/2015	Tasco Invoice
15008048	Request:	Invoice Model Warranty Month doesn't print properly. It should alway print from Manufacturers Warranty in Model table.
8/20/2015	Invoice Model - GM
15008061	Request:	The GM on an Invoice Model line when using Replacement Cost is taking the cost from the Model. It should take it from the Invoice Model line like all of the other costs do for the GM calculation.
8/22/2015	Technician Pictures in Email Format
15008020	Request:	Would like a new Special Field {RoutePicture}, which would attach the Route picture that is set up in the Route table. This new special field is inteded to be used in a HTML email format only.
8/22/2015	Account Allocation
15008024	Request:	When trying to delete an account from the GL Allocation, you get an error.
8/24/2015	Shore Appliances
15008064	Request:	Map Zone - when departments are changed the map areas are not corresponding to the selection
8/27/2015	DispatchTrack Export
15007998	Request:	New filelds for 'Truck', 'Longitude', 'Latitude' and 'Service Time' that are now being filled in.
8/27/2015	Invoice Print Form
15008046	Request:	Design a print form that would print a sales invoice with no price (Nothing printed)
	Solution:	New invoice print form "DUROCHER NO PRC" was created.
8/30/2015	Customer History
15008031	Request:	Would like an Excel button on the Customer History form.
9/1/2015	Text message
15008077	Request:	New Text message Notification broken for New Users
9/4/2015	Labor Codes
15008067	Request:	Labor code descriptions missing in the invoice detail line
9/14/2015	WCP Packing List
15008099	Request:	It still prints the old address instead of the new address.
9/16/2015	IN-17 Physical Inventory Report
15007593	Request:	This report is not showing the Min/Max properly. It looks like it is only showing the total min/max for all locations other than main stock. The report is grouped by Item Location so it should show the min/max for the current location of that item.
9/17/2015	Auto Reserve Utility
15008051	Request:	The Auto Reserve utility doesn't seem to split Invoice lines when doing a partial reserve. For example, on an Invoice line with quantity 4 if only 1 gets reserved the other 3 should be split to a separate line.
9/17/2015	Extended Warranty Export
15008071	Request:	The Invoicing Extended Warranty Export needs to allow separating the warranties that belong to one supplier versus another by having a Supplier selection field in the Extended Warranty Export selection screen.
	Solution:	Added a 'Supplier' Muti popup control on the form. This request has been finished.
9/17/2015	Purchasing - Model lines
15008098	Request:	If you edit a PO model line where the serial number was already received, but the serial number is now a serial type that doesn't belong to the invoice type it was ordered for - you get an error message and ePASS is locked up, you can't get out of the message.
9/21/2015	A/R Transaction - Adjustment
15008108	Request:	When adding an adjustment you get an "Index out of bounds" error and it won't let you add the adjustment.
9/23/2015	Purchasing
15008114	Request:	Get 'Invalid procedure call or argument' on Return.
9/25/2015	Edit PO Header
15008119	Request:	When you click QOO link on PO Item/ Model Line, it will bring you a new view PO Window. If you click Edit PO button, it will show you 'Type not match' error
9/28/2015	Dispatch Track Export - Service Time
15008103	Request:	Changing Duplicated Service Time column in DispatchTrackExport.csv. Also, when there is an invoice with 2 trucks for the same day, the second call needs to have something appended to the end of the invoice number, otherwise it won't work properly in DispatchTrack.
9/28/2015	Add Payment
15008112	Request:	When adding a payment line the totals that are displayed on the Payment tab can sometimes show zero.
9/28/2015	Add Payment
15008121	Request:	When adding a PPI payment the default used to be Form Keyed, but it has changed to PIN Pad Swiped. It should be changed back to Form Keyed.
9/30/2015	Retail Deck Import
15008128	Request:	Import fails
	Solution:	If checkbox ' Only Update RetailDeck Quantity' is checked on Template, you do not need to fill in Pricing Tab information. Otherwise, you have to fill out Cost and List Columns on Pricing Tab.
10/6/2015	Dispatch Track
15008140	Request:	Create a new column AO which contains the Unload Time from the Model record.
10/6/2015	SN-15 Ordering Report
15008141	Request:	The SN-15 is very slow.
10/7/2015	Invoice Utility - Auto Reserve Serial Numbers
15008145	Request:	It split the line into 2 but when I click on the 1st line I get this error.
10/19/2015	Dispatch Track - Update Quantity Column
15008153	Request:	Dispatch Track suggested all the fields in Quantity column(K) should contain the number 1. [Note form site]: From DT - They say the simple fix on our end is that in the CSV file we need Column (K) to equal the number 1 all the time. They will then read the total time from AB and use that for the calculations.
10/19/2015	Extended Factored Cost
15008159	Request:	Sometimes the Extended Factored Cost is going to more than 2 decimal places, which causes an error when you click on those detail lines on the PO. The cost should always get rounded to 2 decimal places.
	Solution:	Fixed on both Freight Allocation and Return PO functions.
10/20/2015	Exclusive Reserve
15008095	Request:	Sometimes the "Exlusive Reserve" label appears on the Invoice Model line, even when a serial number is not reserved.
10/20/2015	Wireless Inventory
15008110	Request:	The scanners force you to have an upper case password. Would like to make passwords on the scanners NOT case sensitive.
10/21/2015	Contract Billing
15008156	Request:	Contract Billing for Contracts which are a 'Flat Fee' are not using the GL Revenue with No Invoice option
10/22/2015	Route Sheet - extra calls
15008165	Request:	If you add a call to dispatching with an invoice number "LUNCH", for example, and that same call / invoice is added to multiple Routes it will print a big list of all the LUNCH invoices for each Route on the Route Sheet. If you add this for many days then the list gets even longer. Would to not show the list of "This Invoice is also scheduled on the following days:" for calls where it is an invalid invoice number.
11/3/2015	Invoice G/L Cost Posting
15008201	Request:	Get Multiple step error when posting on 10/023/2015
11/6/2015	Customer Statement
15008136	Request:	Customer Statement not filtering based on payment type
11/6/2015	Wireless Inventory Manager
15008206	Request:	The Service Prep option is not appearing in the Transfer menu unless both inventories are enabled. This should be enabled anytime Item Inventory is enabled.
	Solution:	Added "ITEM PREP" menu under Transfer menu if Item Inventory is enabled.
11/10/2015	Contracts
15008187	Request:	Contract Interest Rate not Calculated Properly.
11/12/2015	PO Print
15008202	Request:	If there are no discounts it should not print the discount lines. This PO is empty.
11/13/2015	Item Price List Templates
15008194	Request:	If you are using List Price Codes that do not match the standard L1, L2, L3... the system is not importing prices using the newly defined list price codes.
	Solution:	Changed layout on Price Tab and now you can add newly defined list price codes.
11/16/2015	Transfer Requests
15008179	Request:	Would like to see the Time Stamp (time created) on the PO Transfer Request form. It should be next to the Created date.
11/16/2015	Contracts
15008221	Request:	Invoice Total not being Calculated correctly
11/17/2015	Dispatching
15008219	Request:	Calls getting dropped from Routes
	Solution:	Always verify the record is on file or not before you drag/drop current call. If the call no longer exists, The Routing /Route Board will be refreshed. Fixed on Routing and Route Board.
11/18/2015	AR Statements
15008021	Request:	When sending AR Statements using SMTP for a customer with only a billing email address or both an email address and a billing email address filled in, it is sending the statement to the email address not the billing email address.
11/18/2015	A/P Hold From Payment
15008229	Request:	When you click OK, it shows an error message "Key column information is insufficient or incorrect. Too many rows were affected by update."
11/19/2015	Route Sheet - extra calls
15008241	Request:	If you add a call to dispatching with an invoice number "LUNCH", for example, and that same call / invoice is added to multiple Routes it will print a big list of all the LUNCH invoices for each Route on the Route Sheet. If you add this for many days then the list gets even longer. Would to not show the list of "This Invoice is also scheduled on the following days:" for calls where it is an invalid invoice number.
	Solution:	This bug is related to bug 15008165. Both Service and Sales has been fixed.
11/20/2015	Route Board
15008242	Request:	When you tries to drag a call from Unassigned to a Route, you will getting "This call no longer exists...." error message
11/30/2015	Statements
15008258	Request:	Bug fix 15008136 caused the "M-Parts Dist" statement to not work properly. It was designed to look at the Customer Payment Type but that change caused it to look at Invoice Payment Types, which caused the "Balance Due" box to print for more customers than it should have.
12/2/2015	Credit Limits
15008262	Request:	If a customer is over their credit limit it does not allow you to return a serial number for them. This should be allowed even when over their credit limit.
12/2/2015	Wireless Inventory - Shipping
15008263	Request:	Currently shipping only stops if a customer is over their credit limit AND the credit limit password is turned on for Invoicing. It should not check if the Invoicing password is turned on. If the customer has a credit limit set, the invoice is A/R, and they over their credit limit it should stop them.
12/3/2015	Wireless Inventory Manager - Stock Status
15008266	Request:	It does not show List Price properly based on the user security options.
12/8/2015	OE-36 Brand/Product Labor Analysis
14007231	Request:	This report needs a "Merge Splits before calculating the numbers" checkbox, just like the OE-37.
12/8/2015	Profit Centers on Inventory Types.
15008195	Request:	Would like to have the 'Profit Center' checkboxes on InventoryTypes so that each InventoryType can or cannot use Profit Centers.
	Solution:	Add Profit Center' checkboxes for Revenue, CostDB and CostCr. Default is Ture. If it is false, it wont add Profit Center on GL Account.
12/8/2015	Invoice Types
15008213	Request:	Need an option to allow the GL Account setup on the InvoiceType to over-ride the GLAccount attached to an InventoryType.
12/8/2015	Shipping Over Credit Limit
15008280	Request:	Currently shipping in ePASS only stops if a customer is over their credit limit AND the credit limit password is turned on for Invoicing. It should not check if the Invoicing password is turned on. If the customer has a credit limit set, the invoice is A/R, and they over their credit limit it should stop them. This change was made recently in Wireless Inventory, now it being made in ePASS as well.
12/9/2015	PO-13 Receiving Report
15008268	Request:	Would like to add a Supplier Invoice column to the report, and also the ability to run the report for a specified PO.
12/9/2015	Contract Billing
15008271	Request:	Flat fee Contract Billing is using the wrong sign on the amount being posted to AR Control.
12/9/2015	Wireless Inventory - Fully Received Job Status
15008282	Request:	Receiving items is not updating the Invoice Fully Received Job Status when Auto Commit is turned off. This should happen regardless of Auto Commit.
12/10/2015	Report Scheduler
15008238	Request:	If a scheduled report crashes, or if the server is rebooted while a scheduled report is running, the scheduler thinks the report is still running and won't run it again the next time its scheduled to run.
	Solution:	Added two new fields "RunningTime" and "RunningDate". If the report is running, those two fields are filled in Date and Time value . When the report is finished, it will remove Values from those two fields. If it's more than 8 hours, it will just run it again.
12/11/2015	Unique Sell Price import
15008259	Request:	The Unique Sell Price import is allowing costs with 3 decimal places, which causes errors in other areas of ePASS.
	Solution:	All currency values have been rounded to 2 decimal places.
12/11/2015	Invoicing Utilities - Auto Reserve Serial Numbers
15008281	Request:	The Auto Reserve Serial Numbers utility is only looking from today onwards and so invoices are being skipped. It is not including the past just like OE-04 or the other orderring reports do.
	Solution:	Added in a "Start Date" field just above the Days Out and default it to today. This bug has been fixed.
12/17/2015	OE-36
15008291	Request:	If Office 2013 is installed and you click 'Excel' button on the form, it will show an error 'Subscript out of range'
12/18/2015	Auto Reserve Utility
15008292	Request:	The Days Out field is now calculating days out from the new Start Date field. It should really be a Start Date / End Date, and not Start Date and Days out, otherwise it would be difficult to calculate the number of days from the date you selected.
12/18/2015	Invoice Posting
15008294	Request:	If an Item can not be found in database, it will show an error message 'Cache Error:<Main+119" during posting.
12/21/2015	Price Tags
15008293	Request:	If you print a price tag that gets serial number details, it does not work properly when printing By Location. It only gets the model details and all serial number fields are blank or zero.
	Solution:	Added a new checkox "Only print one tag for each Model" and default to unchecked. If it is unchecked, it will print one for each serial number and get serial number fields, and if checked we only print one per model with no serial number fields.
12/22/2015	Comerco Extended Warranty Export
15008301	Request:	The Comerco extended warranty export uses encoding "utf-8" but it needs to use "ISO-8859-1".
12/29/2015	Miscellaneous - Misc Type
15008269	Request:	Would like the Misc Type field to be a pop-up control not a drop down, then the user can type in a few letters and have it filter down through the list.
12/29/2015	AR Transaction date
15008304	Request:	Unable to change AR Transaction date for Credit Card Payments
12/31/2015	RMA Invoices for Parts Distributors
15008308	Request:	When doing an RMA invoice it should default the Sell Price to the Original Sell Price, you shouldn't have to manually change it.
1/4/2016	Signature Capture Page
15008278	Request:	Would like a new Special Field for email formats that is a hyperlink to the signature capture page. We need a new "Email Link" field on the invoice type to specify the email signature page, which could be the same as the internal page (but using external IP address) or it could be a completely different page.
1/4/2016	Returning Serials
15008297	Request:	The "available" checkbox remains checked although serial returned to non-saleable location
1/4/2016	Error on OK - Invoice Negative Payment Line
15008306	Request:	When adding negative payment line to invoice error was returned stating "Cannot Save Credit Card for Future Use On A Refund"
1/6/2016	Invoice # Hyperlink for email formats
15008267	Request:	For Parts Distributors using ePASS would like an "Invoice # Hyperlink" option as a Special Field on the email formats. This would display the Invoice # as a hyperlink that would go to the invoice page on the PD's website.
1/11/2016	PO Costing or Receive & Cost
15007808	Request:	The Factor on Model lines is not being calculated
1/11/2016	Contract Billing
16008317	Request:	Contract Billing is being written as a negetive amount when it should not be.
1/12/2016	Transfer Request
16008332	Request:	If you edit a transfer request and the serial number is no longer reserved for the invoice you have selected, it says 'Invalidated Invoice Number'. This is a very vague error. It should be more detailed.
1/14/2016	Item Price List Templates / Importing
16008309	Request:	The List Price shown on the Search screen is not being updated by the Price List Template Import routine. All other list prices are correct.
1/14/2016	Texting
16008333	Request:	If you get a text message while you are taking a payment with the OpenEdge system you will get a "Can't show model form" error message.
1/15/2016	Up Management
16008312	Request:	Unable to add a new salesperson to Up Management console
1/15/2016	Exclusive reserve for sales divisions user does not have access to
16008331	Request:	A user can go into Serial maintenance do an exclusive reserve and select an invoice not in their sales divisions reserving the serial to that invoice.
1/15/2016	Batch Email - Remove Columns
16008336	Request:	Would like to remove 2 columns (Job Status and Our PO) from batch email output
	Solution:	A new special field "{Open Parts List 2}" is added, which does not have the Job Status and Our PO columns.
1/15/2016	Split Line
16008338	Request:	If you split a line in Invoicing, the Date Created for the new split line should be the same as the original line, but the Date Modified of both lines should be the current date.
1/26/2016	OE-25 Salesperson Commission Report
16008345	Request:	Add a sort option to print by Salesperon / Invoice #
1/29/2016	Copy terminal function is not copying email forms email format field
15008300	Request:	When you use the copy feature to make a new terminal ID the email forms do copy over but inside them the email format is blank.
1/29/2016	OpenEdge iSC 250
16008380	Request:	Would like to support the iSC 250 credit card reader, which support signature capture.
1/29/2016	Add Customer
16008381	Request:	If you are using Auto Customer Numbers and you are signed into a Branch that does not exist in AR Variables then ePASS will lock up when trying to add a customer.
2/4/2016	Price List Template - Prices by Brand
16008355	Request:	Would like to be able to define price columns by Brand in one template. For example brand A gets L1 price from column R and brand B gets L1 price from column S. Also, would like to define a secondary column that is used for the price, in the case that the primary column is blank or 0.
2/4/2016	PO Model Serial Type
16008396	Request:	If you use 'Auto Reserve Serial Numbers" utility, sometimes the new split PO Model line is missing serial type code.
2/5/2016	Serial Label
16008337	Request:	Agren is having a new 4x3 Serial label designed that shows PO# and PO Reference.
	Solution:	New serial label '4 x 3 AGREN' was created.
2/10/2016	OE-09A Picking Report
16008324	Request:	Would like to add a new option to include Misc lines on the report, We already allow Comments.
2/10/2016	SN-33 Audit Trail
16008327	Request:	The Audit Trail report doesn't show the whole invoice number when it is a longer invoice number.
2/10/2016	BC-04 Serial Image Valuation
16008358	Request:	If you run the Serial Image Valuation and export to Excel, it calls it the SN-13. It should say BC-04 on the export to Excel.
2/10/2016	OE-09a Picking Report
16008379	Request:	Would like a new checkbox on the report "Show over credit limit". If this box is checked then if any invoices are COD with a balance owing show the balance in red, or if they are on credit hold show CREDIT HOLD in red. Also show the Invoice Bill To Last Name.
2/11/2016	4 x 3 Serial Label
16008325	Request:	Would like to identify exclusive reserve pieces on the label in a very prominent way so it will be seen from far away.
	Solution:	New label '4x3 Exclusive' was created.
2/11/2016	OE-09a Picking Report
16008411	Request:	Would like to add two new column 'COD/CREDIT HOLD' and 'BILL TO' to the Excel version
2/11/2016	OE-09A - Picking Report
16008414	Request:	The Qty breakdown by location is not on the OE-09A export. Also, the columns should be in a more logical order keeping together the invoice fields.
2/12/2016	Invoice Detail - Spiffs
16008390	Request:	Currently spiffs are being updated as part of the Update Cost routines but they need to be separated because Spiffs are generally based on Date written whereas Costs generally are tracked at time of delivery.`
	Solution:	Added new properties - UpdateSpifOnEditFinish and UpdateSpiffOnCopy on InvType. Defaulted from UpdateStandardCostOnEdit and UpdateStandardCostOncopy. Changed the routines that currently update the InvoiceModel.Spiff to use the new properties other than the old.
2/12/2016	OpenEdge Payments
16008418	Request:	Getting an error 6 several times before a payment will go through.
2/15/2016	Mobile Salesperson - Item Physical
16008422	Request:	It doesn't update bin location on Item Physical.
2/18/2016	Customer History Warranty Records
15008275	Request:	There is no Equipment Number property on the HistoryWarranty record and so when the system is writing the automatic HistoryWarranty record it does not have EquipmentNumber. This causes problems later on when history is returned to a new invoice because Equipment number is not carried forward.
	Solution:	Added a new field 'Equipment Number' on History Warranty. This request has been finished.
2/18/2016	Invoice Header
16008343	Request:	The Tax Code from the Customer table is not being carried forward when using the option on the InvoiceType to link taxes to the terminal.
2/18/2016	2 1/2 X 1 with Bin - new label
16008426	Request:	Would like a new "2 1/2 X 1 with Bin" label that prints the Location AND Bin Location codes. Also on the 4x3 Exclusive label print the Location AND Bin Location codes.
	Solution:	New label "2 1/2 X 1 with Bin" was created,.
2/18/2016	Consolidated Notes
16008430	Request:	When reviewing a "Invoice" note from the Consolidated Notes screen you get an Object error.
2/19/2016	Invoice Type Comment
16008349	Request:	Would like a checkbox under the Comment on an Invoice Type "Add the comment to new invoices". Then when creating a new invoice, if that box is checked, automatically add the Comment.
2/22/2016	Dispatch Track Export
16008436	Request:	If you Use InvoiceScheduleDate is TRUE it crashes. FALSE it works.
2/22/2016	Auto Update Warranty End Date
16008437	Request:	Would like a new checkbox on Invoice Type variables "Default Do Not Update" which is related to the Auto Update Warranty End Date option. If this is checked then on an invoice default the Do not update Warranty History to checked.
2/23/2016	Dispatching
16008431	Request:	Dragging Dispatch Mapping becomes disabled
2/23/2016	Signature Comments
16008441	Request:	If you add a Model to an invoice and the model has a signature comment attached - if the invoice type is not a signature invoice type the comment doesn't get added at all. It should still be added, but as a regular comment.
2/24/2016	Dispatching
15008175	Request:	Priority reached too early
2/25/2016	Invoicing not correctly Importing Packages from Mobile salesperson
15008228	Request:	If you have a Package in mobile salesperson followed by another model that should not be included in the package will be put into the package when you import the quote from mobile salesperson to ePASS.
2/25/2016	Consolidated Notes
16008415	Request:	Getting an "Object doesn't support property" error when clicking on Consolidated Notes.
2/25/2016	Service Requests
16008429	Request:	The Exit button is the default button - so when you type something in to the search criteria and press Enter it closes the form. Search should be the default if you're on any of the search field, and Review should be the default if you select a row in the list - just like the Maintenance screens work.
2/26/2016	PO-14 On-Order Report
16008348	Request:	Add a column to this report for Salesperson 1 code.
2/26/2016	OE-10 Shipped Serials Report
16008360	Request:	New Option and grouping on the report. 1. Delivery / Pickup / All - new option. Defaults to All. 2. New group by "Shipped From Location" option. 3. On the report itself add columns for User and Location
2/26/2016	Technician - Supplier Code
16008428	Request:	Would like a Supplier Code field on the Technician table in system maintenance.
2/29/2016	OE-27 Invoice Cost Analysis
16008386	Request:	Would like to add Salesperson 1 (code) and Salesperson 2 (code) to the Excel version of the report. They can go to the right of Invoice number.
3/2/2016	Invoicing
16008452	Request:	Add "See Warehouse Address below" , and address to WGW print form.
3/2/2016	SN-13 Valuation / BC-04
16008453	Request:	When running the SN-13 Valuation report in Excel mode, the spreadsheet says BC-04 not SN-13.
3/3/2016	Dispatch Track export
16008445	Request:	Would like a Department option on the Dispatch Track exports.
3/4/2016	Invoice Table 1 / 2
16008354	Request:	Would like to add User/Date/Time created to both Table 1 and Table 2 on the Invoice Continued tab of the Invoice Header. Then when someone adds a new table 1 or 2 entry it should automatically stamp it.
3/4/2016	Table 1 - MISC Supplier link
16008405	Request:	Would like to add Check Name and Address fields (address 1, address 2, City, State, Zip) to Table1. Then in A/P when adding a check or quick pay for MISC supplier - when it asks you for the name/address have a Table1 drop down that lets you select a Table1 record and automatically populates the name and address.
3/4/2016	Invoicing
16008427	Request:	Print Barcode between Fax# and Order Date
3/4/2016	Invoice Archive error
16008432	Request:	Getting a "multiple step operation" error when archiving estimates.
3/4/2016	4 X 1 D Item Label
16008451	Request:	Make the invoice # bold on the 4 X 1 D label.
3/7/2016	Invoicing Utilities menu
14007026	Request:	spelling error in Invoicing Utilities - Inovice Export
3/7/2016	Spelling Correction - Transfer Requests
16008391	Request:	In Transfer Request Maintenance the word Model is mispelled
3/7/2016	Batch Email and Text
16008461	Request:	Currently the Batch Email and Text only finds dispatched invoices when using Schedule Date. Would like a new checkbox that appears when using Schedule Date "Include Do Not Dispatch Invoices", and if checked it will pull any invoice with a schedule date in that range, even if it was not dispatched.
3/7/2016	Serial Maintenance
16008467	Request:	Would like an Actual Cost column on the Serial Maintenance form, which would only work when Show Serial Numbers is checked. It would show the Serial.Cost.
3/8/2016	GL - Payroll Import for ADP
16008330	Request:	A new Payroll import is being designed for ADP
3/8/2016	Return serial never sold
16008470	Request:	If you return a serial number on an invoice and it was never sold in ePASS the Freight Amount is null. This causes errors in other areas of ePASS.
3/9/2016	List Price Table printout
16008350	Request:	When you print out the list price table it puts the number column under code and the code under description. does not print description
3/9/2016	Adjust Wording on Cost Old PO's
16008364	Request:	The text on the form needs to be reviewed and changed
3/9/2016	Total Laser
16008474	Request:	Want service performed to be moved down a line when there is a value in Field1, not totally removed.
3/10/2016	Invoice Maintenance - Search
15008276	Request:	Add InvoiceType to the Search criteria. Also User Created.
3/10/2016	PO Detail
16008392	Request:	A new security feature controlling if you can see the Cost of Models/Serial numbers on Purchase Orders.
3/11/2016	Invoice - History link
16008357	Request:	Would like a hyperlink / button on the Invoice Header - Service Tab. When you click it, it would launch a History search for that serial number, for ALL customers.
3/11/2016	Retail Deck Price list template
16008484	Request:	When you click the Product Mapping button, then Scan Data and you'll get an error.
3/15/2016	IN-15 Restocking Report
16008475	Request:	This report always shows ALL locations in the header, even if you only run the report for a few locations. Also, there is a limit to how many locations it will show in th header so if you have many locaitons it doesn't show them all. If it only showed the locations you ran the report for then the limit would not be an issue.
3/16/2016	Invoicing - Copy
16008487	Request:	When using the Invoicing - Copy feature, "obsolete" invoice types are appearing.
3/17/2016	Manager's Dashboard
16008481	Request:	Would like the different sections of the Manager's Dashboard report to be controlled by their own security options. Break the one security option currently in Invoicing security out into one per section.
3/17/2016	Supplier Price List Import - Retail Deck
16008489	Request:	If you set a product to Do Not Import in a Retail Deck price list template, it can still occasionally import models that belong to that product, depending on how the mapping is set up.
3/18/2016	Snooze Time
16008488	Request:	Wouldl ike the default snooze time on a pop up reminder to be 10 minutes instead of 1 minute.
3/18/2016	Invoicing
16008492	Request:	Call Sheet contains a blank page.
3/21/2016	New special fields for Texting/Email formats
16008359	Request:	Would like the Invoice type description and the route note to be selectable as a special field when setting up an Email/Text format. Also would like to have Salesperson Full Name.
	Solution:	Speicial fields {DispRoute Note} {Invoice Type Description} {Salesperson First Name} and {Salesperson Full Name} are created.
3/21/2016	OE-10 Shipped Serials
16008493	Request:	The OE-10 Shipped Serials report is missing the minimize and restore buttons.
3/21/2016	Price List Template - Product/Brand Mapping
16008496	Request:	Sometimes it shows "Can't save" error when you click OK button
3/22/2016	IN-24 Location Transfer
16008495	Request:	The Bin Location on this report and the Excel export of the report only shows the first 5 characters of the Bin Location. Bin Location is actually max 8 characters.
3/22/2016	Email Format
16008499	Request:	Increase Message body length from 8000 to 20000.
3/23/2016	Table 1 Print
16008494	Request:	If you print Table 1 the data on the report is not correct. The Code and Description fields are limited to a shorter number of characters, and the HST#, Referral %, and Obsolete fields are showing the wrong field data.
3/24/2016	View Model/Serial Costs security in Purchasing
16008501	Request:	The new View Model/Serial Costs security option in Purchasing has some holes in it - you can still see the Total PO costs on the side of PO detail and in the PO Header, and you are still able to go into Freight Allocation (which shows costs), and you can still Add/Edit serial numbers for a model line (which should not be allowed because you need Costs security to do that). New logic will be: if you do not have the new security option and if there is at least one model on the PO then totals will all be hidden and you won't be allowed to go into the Serial form to add/edit serial numbers.
3/24/2016	PayChex Import
16008502	Request:	The PayChex Export file has changed. Need a new import layout.
4/1/2016	OE-09a Picking Report
16008514	Request:	The Excel button is currently the "escape" button so you if you press the Esc button on your keyboard it runs the Excel export. The Cancel button should be the escape button.
4/4/2016	Invoice Item Line
16008521	Request:	If a Invoice Item Line has a back ordered PO Item Line, if you change Invoice Item Qty line and it won't split backordered PO Item Line
4/6/2016	Service Invoice
14006762	Request:	The reference number is not showing when printing an invoice. Invoice form is Service 2.
4/6/2016	SERVICE 2 Invoice Print Form
16008526	Request:	When the "Print Barcode" checkbox is checked for the SERVICE 2 invoice print form, it causes an error.
4/7/2016	A/R - Email Statements
16008375	Request:	Would like the message for A/R Statement emails to support HTML.
	Solution:	A new "Email Statement" tab is created in varAR. All email related fields on Statement tab are moved to this new tab.
4/12/2016	Invoice - Department
16008468	Request:	Currently the Department is only saved if an invoice is scheduled. Would like it to save even before you schedule. Then also allow department to be selected when splitting an invoice, and make sure that you can't select a map zone that doesn't belong to the department.
4/13/2016	Invoice Detail
16008519	Request:	Adding a Model which has a package defined will sometimes get a key is not unique error.
4/15/2016	PO-13 Receiving Report
16008410	Request:	Would like a new option added to the PO-13 to show Invoice & Customer details for product received.
4/15/2016	Copy / Split Invoice
16008473	Request:	The Invoice Type drop down on Copy/Split invoice isn't filtering out based on Sales Division security. So a salesperson from division A couldn't normally create an invoice type that only belongs to division B, but they could copy and change to an invoice type from division B.
4/15/2016	Serial Price Tag
16008537	Request:	Wickford Price tag needs adjustments
4/15/2016	Invoice Detail
16008539	Request:	The Tax labels are showing wrong on Model lines of Invoice Detail.
4/15/2016	Unable to Restrict Serial/Supplier Price List
16008548	Request:	User security flag is not removing Supplier Price Lists Link from Serial menu
4/15/2016	Add Invoice
16008550	Request:	If you do not have View System Notes security you will get an error message when adding an Invoice. It lets you continue, but you get the error every time you click Add.
4/15/2016	Split Invoice
16008556	Request:	If the map zone is blank or if you do not allow the map zone to be changed on Split, it gives you an error that the map zone doesn't belong to the department and does not allow you to split.
4/18/2016	PO Item Label Printing
16008462	Request:	When printing multiple PO Item labels the Date Received is not printing correctly, it always shows 12/30/1899
4/18/2016	Invoice Model - Split Line
16008559	Request:	Sometimes it will show "Object Variable or with block varialbe not set" error
4/20/2016	Builder Models
16008469	Request:	Would like to be able to separate builder / retail quantities throughout the system, using defineable "inventory divisions".
4/20/2016	PO Item Labels
16008567	Request:	When printing item labels for a selected Branch and the user clicks 'Yes - the labels printed OK' All labels are deleted, not just those labels belonging to the branch selected.
4/21/2016	Nationwide Sales Comparison Tool
16008529	Request:	Would like to automate the Nationwide sales comparison report so that it can just be scheduled to run and upload automatically to their FTP site.
4/22/2016	SN-15 Ordering Report
15008146	Request:	Running the SN-15 by location can be very slow.
4/22/2016	Invoice Detail - Return Serial
16008367	Request:	When returning a Serial to a Location that is Not Available for Sale the QOH in Locations is getting mis-calculated.
	Solution:	Always check if Serial is Available first. If it is not Available, it should add or remove one from calculate Model TotalNotAvailable. Also when you return a serial to a location that is marked as Not Available for Sales, it always set that Serial to be Not vailable.
4/26/2016	Review Archived Invoices
16008561	Request:	You get an error message when reviewing an archived invoice
4/26/2016	Invoicing
16008589	Request:	Transfer Model Serials to another location fails with cache constraint error.
4/27/2016	Invoicing
16008491	Request:	1- Address change on the "BBQ SHOP" print form 2- Cashout report to print the same as other invoices currently using "BBQ SHOP" print form. Same address change for the cashout report invoice print form.
4/27/2016	IN-28 Min / Max Analysis
16008583	Request:	Would like a new "B/O'd" column on the report that shows how many times the part has been backordered in the selected date range. To determine that number we just need to sum the qty ordered on lines where the committed date is greater than the date created.
4/28/2016	Invoicing
16008538	Request:	Email address on the invoice to be replaced with service@ars82.net
5/3/2016	Serial Inventory
16008516	Request:	"Remove outdated Sales Prices and Spiffs" Utility to wipe out Replacement Cost
5/3/2016	Serial Inventory Return Tracking
16008587	Request:	Would like to be able to track and anazlyze the reason why serial numbers are being returned on invoices. Add new tables Return Reason and Return Outcome that are customizable and allow you to select values from those tables on the return record on an invoice. Then create a report that lets you analyze this new information.
	Solution:	Created two new tables - Return Reason and Return Outcome on System maintenance. When you return a serial, you can select Return Reason Code and Return Outcome Code on the Invoice Serial form. Also added a new report - OE 46 - Inventory Return Report.
5/4/2016	Invocie Print Forms
16008544	Request:	The Akrit print form 'Akrit Comm Tot' needs the sold-to / bill-to name/address block flipped.
5/5/2016	Item physical - discrepancy report
16008551	Request:	if you have a bin longer than 5 characters the end gets cutoff.
5/5/2016	Price List Import
16008627	Request:	The List Price that shows in the list was updated, but the ListPrice stored in the model table was not.
	Solution:	Fixed both Serial Inventory and Item Inventory Price List Import.
5/6/2016	OpenEdge Payments
16008626	Request:	When making an OpenEdge payment in ePASS it currently uses the Token from the branch that you are signed into. It should take the branch from the Invoice Payment line, in case you change the branch.
5/6/2016	IN-28 Min/Max Analysis
16008629	Request:	The new BO'd column doesn't seem to be looking at the date range specified when running the report. Also, instead of considering and item BO if it did not ship on the same day, it should consider it BO if it did not ship same day or the next day, and it should exclude Saturdays and Sundays. So if was created on Friday and shipped Monday that is not BO.
5/10/2016	Route Button on Invoice Dispatching Tab
15007654	Request:	When in the RESIDENTIAL department, then clicked Route which launches using the default department, which is COMMERCIAL. So it doesn't find Joe Popp in the treeview on the left side. Two bugs really: 1. The Route button should open Routing with the same department that is selected on the invoice 2. If for whatever reason the person is not found in the treeview on the left, it should handle it more gracefully.
5/10/2016	Sell Below Min - UMRP Brands
16008581	Request:	Some brands now have a handful of models that are not UMRP, even though the majority of the models still are. Would like a way to override by model that it is NOT UMRP, then it would use the regular sell below minimum password for those models rather than the UMRP sell below minimum password.
	Solution:	Added a new checkbox - "This model is NOT UMRP" on Model Detail. If Model Brand is UMRP type, the checkbox will be visible. If it is checked, it will skip UMRP sell below minimum password and use the regular sell below minimum password.
5/10/2016	Invoicing
16008617	Request:	Customers with long names get cut off on the invoice.
5/18/2016	PO-13 Receiving Report
16008618	Request:	When selecting to include 'Show BO Customer Info' and you select a User on the selection screen none of the BO Customer Info will print on the report.
5/19/2016	Purchasing
16008596	Request:	Short Cut keys no longer working. ALT+C Used to allow adding a new Comment Line, and ALT F used to allow adding new Freight Line. These 2 shortcut keys are now confused with Change ETA and Freight Allocation. Need these shortcut keys reversed to facilitate data entry.
5/19/2016	Invoicing
16008634	Request:	Viewing of the invoice works fine, but when printed, the Date runs into the numerical part of the date.
5/20/2016	Invoice Scheduling
16008579	Request:	Would like a new option on the invoice type to not allow scheduling when there is a balance owing on COD invoices. This would only apply to dispatchable job statuses. It also needs an override option / password, and it should write a system note to the notepad when someone does an override.
	Solution:	Added a new security option "INV: Schedule COD INV with Balance". New option on the invoice type "Cannot Schedule COD Invoice with Balance". Default is false. If it is true, it wll popup a override form to allow someone with the new security option to override scheduling when there is a balance owing on COD invoices.
5/20/2016	Serial Type
16008639	Request:	In System Maintenance - Serial Type - you should not be allowed to create a Serial Type "ALL". This is a reserved serial type, and manually creating it can cause issues when selecting serial type throughout the system.
5/26/2016	Warranty Claims - Reconcile by Brand Utility
16008562	Request:	Add the ability to Reconcile by Supplier.
5/26/2016	Model Update Key
16008640	Request:	Would like to choose an Inventory Division on the Model Update Key, then only update Invoices / PO's / Serial Numbers for that model if they are in the selected inventory division. It should be multi-select and default to select all of the inventory divisions that you have security for. If you do not select ALL inventory divisions then it cannot make the old model Obsolete and Substituted to the new model - it should only create the new model (if it doesn't already exist) and move over the invoices / PO's / Serial Numbers as selected using the checkboxes.
5/26/2016	Text format special field not populating
16008648	Request:	{Salesperson Full Name} - does not populate with anything {Salesperson First Name} - only takes the first letter from the name
5/27/2016	Batch emailing & Texting
16008642	Request:	The option to only print AR invoices with a balance owing needs to also support COD invoices finished with a balance owing.
5/27/2016	Service performed codes
16008649	Request:	When you enter a service preformed code add the text to the top of whatever is currently in the service performed box rather than overwriting it.
	Solution:	A new check box "Append Service Performed Codes" was added to the Update tab on Invoicing Variable. If it is checked, it will append new descriptions to the top and start with '(user, time)' so you can see who added it and when.
5/27/2016	Transfer Status
16008668	Request:	The Transfer Status table is restricting the Code to 8 characters, even though it should allow 20.
5/30/2016	Copy Invoice
16008424	Request:	Would like to add special requests from dispatching tab to invoice copy.
5/30/2016	OE-05 - Error when trying to serach by 1 item
16008506	Request:	Filtering OE-05 to only show 1 item but recieved error. Invalid proceedure call or Argument
5/30/2016	Inactive Models on Copy Invoice
16008543	Request:	Inactive model is being copied over without error or prompt to a sale invoice from quote.
5/30/2016	Copy Invoice
16008646	Request:	Copy invoice currently copies expired Misc codes. It should not copy any codes that are expired.
5/31/2016	COD Invoice with balance owing
16008477	Request:	The "COD Invoices cannot be finished with a balance owing" override should also check AR payments for the invoice. Currently if the invoice was paid in AR then you'll get the balance owing override when you try to finish.
5/31/2016	Invoice Detail - Warranty Claims
16008570	Request:	When ePASS tries to make the Warranty Claim if the user has the Supplier, Supplier Invoice and the Date filled in, if they do not all match, the system cannot make the claim. Date should not be used when searching for invoices to claim on.
6/1/2016	Changing supplier invoice while receiving
16008555	Request:	If you add/change a supplier invoice number while in receive only it will not save the change
6/1/2016	PO Print Receiving Document by Supplier Invoice
16008571	Request:	If the user makes a data entry error on the supplier invoice number during Receive and Cost and then goes back to the lines and Edits / puts in the correct Supplier Invoice number. The Print Receiving Document by Supplier Invoice will not work unless you use the old (wrong) supplier invoice number.
6/1/2016	Invoicing
16008676	Request:	Hour Glass appears when adding a serial to a model line.
6/1/2016	Invoice Scheduling - Schedule COD Invoice with Balance
16008679	Request:	Would like store override user code on Invoice Notepad exactly same as ePASS User Security setting (case sensitive).
6/2/2016	Purchasing
16008643	Request:	Add a new string to branch table to be used as the PO Email Header when filled out.
6/3/2016	OE-39 Written Sales
15008028	Request:	When running the OE39 using Invoice Standard Cost - if the invoice model line no longer exists, it doesn't seem to use the "Replace Zero Cost With" logic. It just uses zero for the cost.
6/3/2016	OE-06 Daily Balancing
16008690	Request:	The Daily Balancing report is selecting A/R Payments using the Create Date and not the Transaction Date. It should use Transaction Date for A/R payments.
6/6/2016	DispatchTrack Export and Import
16008688	Request:	Would like to add 5 new fields to the DispatchTrack export: Balance, Map Zone, Priorities, Installation Estimate, Points. They should be in this order and with these column headers at the end of the file layout. Also, would like an Import option for DispatchTrack that connects to the DispatchTrack server and gets the call sequence and time and then updates the call order in ePASS.
6/6/2016	AR - Customer Statement Emailing
16008694	Request:	If AR Variable - On Email Statement Tab, Attachment field is empty, the emailing program will show "Subscript out of range" Error.
	Solution:	Handled Attachments on Winsock, Outlook, and DotNetSend Email. This bug has been fixed.
6/7/2016	AP Credit Invoice Project
16008326	Request:	New Defaults are being setup for Credit Invoices so the Due date terms and GL Accounts used can be different for Credits versus Invoices.
6/8/2016	Invoice Scheduling - Schedule COD Invoice with Balance
16008700	Request:	Sometime it was paid in full but it still required OVERRIDE.
6/9/2016	Invoice Printing
16008681	Request:	The Service 2 Invoice Print Form does not support PST and GST
6/10/2016	PO Detail
16008413	Request:	When completing the Costing cycle on a Credit Po the amount going to AP is not coming accross as a negative.
6/10/2016	Invoice Scheduling - Schedule COD Invoice with Balance
16008705	Request:	It is prompting for a password even on AR invoices. It should only happen for COD.
6/13/2016	Edit Job Status
16008580	Request:	Would like a new security option "Edit Job Status", which controls if you can edit the Job Status on an Invoice. You can still change the job status on Add without having this new security option, but you would not be able to change it on Edit, after the invoice is created.
6/16/2016	AR Transactions
16008672	Request:	The PaymentType drop down is showing Obsolete payment types
6/17/2016	Auto Reserve Serial Number utility
16008533	Request:	the utility does not currently write to the Serial Audit Trail nor the Invoice Notepad when Serial numbers are reserved.
6/17/2016	Serial - Wireless - Receive Transfer
16008698	Request:	When doing the Receive Transfer function on screen it is not setting the Available checkbox to false when transferrign to a location that is not sellable.
6/20/2016	PO Find PO screen
16008673	Request:	The Confirmed column on the PO Maintenance form is not being filled in when you search for PO's using Find PO's. If you search for the PO by PO #, etc. then the Confirmed column does get filled in properly.
6/21/2016	Batch Emailing and Texting
16008729	Request:	When selecting to only print invoices with a Balance owing,invoices with a Zero balance are appearing.
6/23/2016	Invoicing - Batching Texting and Emailing
16008733	Request:	Selecting only invoices with a Balance Owing is showing invoices with a zero balance.
6/27/2016	Invoicing - Auto Payment Transfer
16008741	Request:	When doing a Split on an Invoice and the Auto Payment Transfer happens, an error is occurring after clicking OK on the Auto Payment Transfer.
6/29/2016	Invoice Posting
16008701	Request:	If you are using Open Edge and you delete a credit card that was on file for a customer, it can cause some payments to show twice on the posting report.
6/30/2016	Samsung Endpoint Change
16008726	Request:	Web Service Change effective on July 1, 2016
6/30/2016	AR Transaction Processing
16008747	Request:	When tabbing through the fields in an AR Payment, the Note field is being skipped over.
7/6/2016	PO Costing
16008754	Request:	PO Costed Amount should be always full line amount
7/12/2016	Customer Notepad
16008745	Request:	The Customer notepad is not sorting in date/time order, it is showing System notes, then regular notes and lastly texts. It needs to be in date/time order.
7/12/2016	Customer Last Activity Date
16008768	Request:	Posting a payment for a brand new customer will not update their last activity date, but once their first invoice has been post it will update properly after that. It needs to update last activity date even when the first payment is posted.
7/18/2016	Security Flag - Marcone
16008723	Request:	Security flag is not affecting the Marcone icon on the toolbar.
7/18/2016	Customer Contacts
16008792	Request:	Customer contacts have been expanded to allow up to 6 contacts, including name, description, phone, and email. The Contact field on the first tab will continue to show the first contact and clicking the button in that contact will just take you to the new Contact tab. Searching by phone number will also search all contact phone numbers.
7/19/2016	Serial Type on Location
16008584	Request:	Would like a Serial Type drop down on the Location. Then if you receive a serial number into that location it will override PO serial type settings and always receive it as the Location serial type.
	Solution:	This is for receiving and transferring to a location will change the Serial Type. It also always checks if the new serial type code matches back order invoice type serial type code.
7/19/2016	Changes to Returns Tracking
16008720	Request:	Would like the Returns Tracking system to also track serial numbers that were just deleted from an Invoice. Currently it only tracks negative lines on an invoice. This means anywhere that you can delete a serial number from an invoice needs to write to a new table to allow us to track / analyze them, and even returns on negative models lines will also write to this new table. Then it can be analyzed from one place. Also, a new Return Initiated By table so you can track who initiated the return, and adding some summaries to the OE-46 export that compares shipping vs. returns.
7/19/2016	Supplier Invoice field
16008779	Request:	If you edit an Item line on a PO (backordered for an invoice, currently on order and not received) if you enter a supplier invoice # then click OK it does not save it.
7/20/2016	Unique Sell Price Export / Import
16008781	Request:	Would like Exclusive Reserve and Available as export and import columns, allowing you to set those values on an import. Although on the import the Exclusive Reserve column would be ignored any time there is a Unique Sell price, since we force a serial number to be Exclusive Reserve if there is a unique sell price.
7/21/2016	Scotsman Warranty EDI
16008770	Request:	Would like a new Service Bench - Scotsman option for Warranty EDI. The MFG Code for Scotsman is SCOT.
7/21/2016	Serial Inventory Audit Trail
16008773	Request:	If you edit a returned serial line on an Invoice and change the cost, it does update cost in serial inventory but doesnt write to the serial audit trail.
7/21/2016	Centering Windows in ePASS
16008783	Request:	The centering logic for most forms in ePASS uses the screen height and width to determine the center. Would like it to use just the ePASS main form to determine center. This way if you have made ePASS smaller than the full screen size it will still center properly. This does not include Maintenance forms which remember the last position, or reports, system maintenance tables, etc. which just open cascading. All of the main forms are covered though.
7/22/2016	Related Items/Misc/Etc. Prompts
16008725	Request:	Would like to show the Description on the prompts that pop up in Invoicing, which are related to a Model.
7/25/2016	Email Signature Invoice
16008808	Request:	Get error "Cannot not find the invoice" on opening email signature link.
7/26/2016	AR Transaction Import
16008809	Request:	Error recevied on AR Transaction Import
7/27/2016	Invoice Maintenance
16008776	Request:	If you search by Invoice # and Matching Equal, if you type in a value more than 20 characters it crashes and kicks you out of ePASS.
7/27/2016	Dispatch Track Data Import
16008811	Request:	The DispatchTrack Data Import seems to be importing the login rather than the Service Unit as the Route.
7/27/2016	Dispatch Track with Detail Export
16008812	Request:	The DispatchTrack export should always export the individual selling price for detail lines, not the total. The DispatchTrack delivery receipt uses that field and then calculates it's own extended cost, so their extended cost ends up being the ePASS total cost multiplied by the quantity. This would apply to Packages, Models, Items, and Miscellaneous lines.
7/27/2016	DispatchTrack Import
16008813	Request:	The DispatchTrack import is getting an error - Object Reference Not Set.
7/29/2016	Customer Information Collection - Mobile Salesperson
16008718	Request:	Would like a new form that customers can fill in with their information to be entered into for giveaways.
	Solution:	A new security "Prize Draw" is added into Mobile Salesperson User Security. If you have it turned on, you will see a Prize Draw menu at the bottom of the main menu in Mobile Salesperson.
8/3/2016	Customer / Invoice Notepads
16008798	Request:	Would like to be able to filter customer and invoice notepads, and when printing would like to be able to choose the user and also type in a value and only show notes that contain that value. Also, new 'Credit' and 'Credit Only' customer note types that can be used by the credit department. These note types will have their own view/add/edit/delete security options so you can control who can see these new note types. Everywhere that you can view the notepad needs to be updated to handle these new note types depending on security.
8/8/2016	Add tab or auto select serial & model to print individual labels
16008739	Request:	Add tab or autoselect serial & model to print Serial label using Individual label.
8/10/2016	Customer Notepad - Text Messages
16008704	Request:	Customer Notepad from invoice header is not showing text even though it has been slelected in the customer notepad
8/10/2016	DispatchTrack Export
16008832	Request:	Would like a new Time Window Hours field on the Department table, then when exporting to DispatchTrack it should export the Requested Time from ePASS as the Scheduled Window Start Time in DispatchTrack, and the Scheduled Window End Time in Dispatch Track would be the ePASS Requested Time plus the number of hours defined on the new Department Time Window Hours.
8/10/2016	DispatchTrack with Detail Export
16008838	Request:	The DispatchTrack with Detail export is not exporting Comment lines, but it does export all other line types. It should export comments too.
8/10/2016	Vantiv Payment Processing
16008839	Request:	ApiKey should relate to PinPad instead of Branch, otherwise you could get errors with more than one pinpad in a branch.
8/17/2016	DispatchTrack with Detail export
16008862	Request:	Now that Comment lines are being exported, if they have a carriage return (ENTER) in them it can cause the import to DispatchTrack to fail.
8/22/2016	Texting
16008870	Request:	The size of the bubbles that show text messages are not resizing to match the window size and so you need to scroll to see the whole message
8/23/2016	Open Edge
16008827	Request:	Would like a way to extend the time of a connection with Open Edge.
8/24/2016	Invoicing - Edit Replacement Cost
16008842	Request:	There is no Edit Invoice Model Replacement Cost security, so it's allowing anyone with Edit security to change the Replacement cost on an Invoice Model line, as long as they also have View Replacement Cost security. Need an Edit security option like the other costs have.
	Solution:	A new user sercurity 'Edit Invoice Model Replacement Cost' is added.
8/24/2016	FW Black Print Form
16008861	Request:	Invoice not printing Payment date sometimes
8/24/2016	OE-04 Reserved Models report
16008886	Request:	Would like to be able to run the report by Invoice Type, and also show the Invoice Model Standard Cost (this would show for each Invoice Model record).
	Solution:	Created an invoice type multi-select dropdown under JobStatus dropdown on the form. Added Invoice Model Standard Cost right after PO# on the report.
8/25/2016	Copy Invoice
16008869	Request:	On 16008646 it was changed to not copy expired Misc Codes, but if there was a comment code attached to the Misc Code (so it's the line below the Misc code on the invoice) it should also not copy those.
9/2/2016	WI-03 Wireless Inventory Activity Report
16008509	Request:	Add the PO and Barcode to the report
9/7/2016	Wireless Inventory - Item Transfer
16008917	Request:	Sometimes transfers are allowing items to go to negative QOH, even if the option to prevent that is not enabled.
9/8/2016	Customer Credit Tab
16008909	Request:	After the fields were moved around on the Credit tab, the invoice type drop down is not wide enough to see the entire drop down. The field can remain the current size, but the drop down should be wider. Also, the Labor Rate (labor tab) and Misc (misc tab) drop downs on Invoice Detail could have wider descriptions as well.
	Solution:	Adjusted the description column of the 5 drop downs in the Customer Details as well as Labor and Misc descriptions in the Invoice Details
9/8/2016	Wireless Inventory - Transfer Report
16008922	Request:	The Transfer Report printed from the scanner always shows the Time Printed as PM, even in the morning when it should be AM.
9/12/2016	Customer History
16008879	Request:	The Sales record does not currently store the Model Derscription
9/12/2016	Scheduled reports - OE-04
16008920	Request:	Invoice type does not save when you change the value in it.
9/13/2016	{Open Parts List} Special Field
16008915	Request:	Would like to add a checkbox to the Job Status table "Include in {Open Parts List} Special Field". Then update the Email Format logic where it builds the {Open Parts List} HTML table to only include invoices with a job status where this new box is checked. Then you'll be able to control which invoices, by job status, are displayed on the {Open Parts List} special field.
	Solution:	A new checkbox "Include in {Open Parts List} Special Field" is added into JobStatus form.
9/14/2016	DispatchTrack with Detail Export
16008938	Request:	Taxes are not being exported and returns are exporting a negative sell price, but since Dispatch Track multiplies quantity by sell price it should always export a positive amount. Also, would like the Cube field to be the model points, or product points is model points are zero.
9/15/2016	Split Invoice
16008945	Request:	When splitting an invoice the Table1 and Table2 records on the original invoice can get deleted, if values on the original invoice are changed on the Split screen.
9/19/2016	Typo in Location Table
16008927	Request:	There is a typo on the error message for a missing Branch Code in Location setup, in system maintenance.
9/19/2016	Max Priorities
16008937	Request:	If you have max priorities per zone set up it is possible to go over the limit you set. If you go to the Calls screen from an invoice and select a day that is full for that priority it will give you a message that the limit has been reached, but then the form closes and the date is selected on the invoice anyways, and it allows you to OK it.
9/19/2016	Invoice Warranty lines
16008941	Request:	When adding models to an invoice warranty line it is writing a record to the audit trail saying you added a warranty to the invoice. It should only write to the audit trail when the actual warranty line is added, not when models are added to the warranty line.
9/20/2016	Copy/Split Invoice
16008956	Request:	If you try to copy or split an invoice, it will show you an error.
9/20/2016	PO Cost
16008957	Request:	Getting "Invalid procedure call or argument" error message on Costing.
9/22/2016	Supplier EFT Fields
16008944	Request:	Would like to add a new "EFT" tab to the Supplier with the relevant EFT banking fields.
	Solution:	Created new tab 'EFT' for Supplier maintenance.
9/22/2016	GL Repetative Transactions
16008946	Request:	Corrections in the new GL Repetative Transactions features
9/22/2016	Invoice Detail
16008965	Request:	When deleting warranty line in invoicing detail gave error "Object variable or with block variable not set" Error#91.
9/26/2016	SN-15 Ordering
16008921	Request:	When selecting 'Include Stock Orders' on the Create Orders grid a model will not show the qty required for min/max levels if the model already has a Reserved Quantity
	Solution:	Fixed both SN-15 Ordering and SN-27 Ordering/Sales Analysis
9/27/2016	Secondary Calls on an Invoice
16008793	Request:	Would like an option on the Invoice Type that allows you to turn off creating secondary dispatching calls for an invoice.
9/27/2016	SN-15 Ordering Report
16008981	Request:	If there are no invoices that need to be ordered for based on the selected criteria you could potentially get a "BOF or EOF" error.
9/28/2016	Invoice Printing
16008950	Request:	The TeeVax sales invoice would like to print the 'Sale start and end date'
9/29/2016	PO Item - Cancel Balance
16008983	Request:	When you click Cancel Balance button, it shows an error
10/3/2016	Copy Invoice
16008964	Request:	Would like a "Use Customer Invoice Type for Copy Invoice" option that works just like the same option we have for Payment Type - when copying an invoice do not take the current invoice type, instead get it from the Customer.
10/3/2016	PassUtilities - Calculate Model Total Min/Max
16008993	Request:	Would like a utility to calculate All Models Total Min/Max
	Solution:	Created a utility : Model - Calculate Total Min/Max
10/6/2016	Taxes by Branch
16008971	Request:	Would like to be able to control the tax variables that are currently in Invoice Variables by Branch instead. Need to be able to turn on "Use Branch Taxes" for individual branches, then if that it turned on it will load the tax settings from branch instead of variables.
	Solution:	Created Tax tab for Branch. These new taxes (Tax2 and Tax3) will be loaded to default branch if Use Branch Taxes is true on startup.
10/12/2016	A/P - Do Not Post
16008972	Request:	Would like a new checkbox on A/P Invoices - "Do Not Post". If this is checked then the invoice will not post, it will just remain in A/P Transactions until it is either unchecked or deleted.
	Solution:	Created new property InvoiceDoNotPost for APTransaction. If this property is checked, the invoice shall not be posted and shall remain in AP Transaction.
10/12/2016	SN-15 Ordering
16008975	Request:	The ordering for the MIn/Max's does not seem to be working. The records are not being written to the PO.
	Solution:	Fixed both SN-15 Ordering and SN-27 Ordering / Sales Analysis
10/12/2016	Invoice Detail - Misc Code
16008995	Request:	ePASS does not let you add a Misc code that is expired, but if you have security to edit the Misc line on the invoice it will let you change it to an expired code. When editing it needs to check if the code changed, then if so check if the new code expired or not.
10/12/2016	Invoice Detail
16008996	Request:	Would like a new security option to control if a user can change the Misc code when editing a Misc line on an invoice.
10/13/2016	GL Repetative Transaction
16008997	Request:	If the DayOfMonth = 0 then it gets an Overflow error when Transferring the Repetative transactions and sets the TransactionDate as Dec 30 1899. The system is also writing the TransactionDate using the computer System Date but it shoul dbe using the Report Date from the sign-on screen.
10/17/2016	GL Repetative GL Transactions
16008940	Request:	Would like to add new search options by "Reference" and "Notes" plus add the Column control icon allowing the user to select the columns plus make the form resizable.
	Solution:	Added new search options by Reference and Notes, and made hyperlink to save default search. Form is also made resizable.
10/17/2016	Inventory Divisions
16009013	Request:	The Location quantities that are split out in Serial Maintenance by Division are including N/A quantities - those should not be included. Also for Qty Reserved by Division, if an Invoice Type is ALL serial types then it should be included in all Divisions - previously it was excluding it. Also, in Invoice Detail when manually shipping a serial number and browsing available serials it needs to filter that list if the current user can't see all divisions - it should only show divisions they have security for.
10/18/2016	AP Transaction
16009016	Request:	When adding an invoice with multiple payments, it is not setting the 'do not post' flag properly on invoices. It is only writing the first record correctly. Also, the tab order seems to have changed - it skips the Note field now and goes to GL Distribution.
	Solution:	Wrote 0 or 1 instead of Null for InvoiceDoNotPost property for multiple payment records. Updated InvoiceDoNotPost from Null to 0.
10/19/2016	PO-12 Recommended Purchase Order
16009019	Request:	1) Would like to fill in ETA Date from Supplier ETA Date 2) Would like suppress back order section if there is no backorder record
10/19/2016	Invoicing speed
16009022	Request:	After project 16008971 was completed it is slow going into the following forms: Invoice Header, Invoice Detail, Invoice Totals.
10/20/2016	Customer Maintenance
16008999	Request:	Would like to be able to search by Contact, which would search all 6 contacts. Also, the search by email currently is not searching contact emails. It should search the normal emails as well as all 6 contact email fields.
	Solution:	Added Contact in the Search By drop down and included the 6 contact emails in searching for emails.
10/20/2016	Open Edge A/R Receipt
16009012	Request:	Currently there is an Invoicing receipt for Open Edge payments, but no A/R receipt. Would like a new receipt type that includes the necessary payment fields which can be printed from A/R.
10/21/2016	Customer Maintenance
16009031	Request:	Hitting Alt+S is clicking the Phone button instead of setting focus to the Search box.
10/26/2016	Inventory Returns
16009039	Request:	Would like to be able to edit the Route in the Inventory Returns screen. If there is no route on the invoice when a serial number is returned it writes to inventory returns with a blank route, and currently there is no way to edit it.
10/27/2016	Service Bench
16009045	Request:	Date Conversion Error when Purchase Date is an invalid date from Service Bench.
10/27/2016	vantiv Payment Processing
16009046	Request:	A/R payments should always take the vantiv credentials from the branch you are signed into. It should not be affected by "split A/R by branch" like it was, which caused it to use Default branch credentials. Also, form keyed returns are not showing up the Invoice Posting report.
10/28/2016	Invoice Archive printing
16008935	Request:	Invoice Archive printing can crash for some invoice print forms. This is due to some new invoice fields missing in the Invoice Archive table.
10/28/2016	PO Effective Date
16009030	Request:	Would like a new "Effective Date" field on the PO Header. It should then be added as a column in PO Maintenance as well as a field you can search by. Then on the OE-04 add an option to not show QOO where the PO Effective Date is after an "Ending Date" that you specify.
	Solution:	Added new property DateEffective for POHeader as well as in PO Maintenace. Add filter option 'Exclude PO Effective Date After' in OE-04 report.
11/1/2016	Customer Notepad
16008973	Request:	When editing the Customer name/address the notes are not being written properly to the notepad.
	Solution:	Filled the Note Type property with 'Note' when doing 'Update Customer' from Invoicing. Wrote changes to Customer Notepad for any changes in Customer Name or Address from Customer Maintenance or Invoicing. All the null Note Type are filled in with 'Note'.
11/2/2016	EMV Declined Payments
16009068	Request:	Mastercard has a requirement that you must be able to produce a receipt for a declined payment, so our integrated payment processing platforms will now save declined payments as a $0 payment line with a comment for the declined amount. You will then be able click the 'Print Receipt' button on the payment line to print the declined payment receipt.
11/3/2016	Cashout Report
16009072	Request:	Vantiv payments are not being included on the Cashout report.
11/4/2016	PO Receiving Report
14007406	Request:	If you receive a serial number, then do an "Update Serial" function on the scanner - that piece will no longer show up on the Receiving Report.
11/4/2016	Customer Maintenance
16008976	Request:	When going to the Credit Tab and adding in a Note it should be defaulting to add a 'Credit' Note not just a 'Note'.
	Solution:	When adding Note, defaulted the Note Type to 'Credit' when coming from Credit Tab.
11/4/2016	Don't allow scheduling invoices with no detail
16009060	Request:	Would like a new option on the invoice type "Cannot Schedule with No Detail". This would prevent you from being able to schedule an invoice untli there is at least one detail line. It also means you could not schedule the invoice during Add, you would have to go to detail and add a line first, then come back to the header to schedule.
11/4/2016	Prompt for Note on Exit
16009061	Request:	Would like to prompt the user to enter a notepad entry when exiting an invoice (if they were in an edit mode). This should be an option on the invoice type "Prompt for Note on Exit".
11/4/2016	OE-06 Daily Balancing Report
16009076	Request:	The Daily Balancing report is not showing vantiv payments.
11/7/2016	POItem - Costing
16009081	Request:	It shows an error "Zero Cost - List Prices cannot be calculated!" when costing
11/9/2016	Invoice Warranty lines
16009058	Request:	If you edit the model/serial on a warranty line on an invoice it does not let you edit the Original Model Sell Price. You have to delete the model/serial and add again, then you can change it. You should be allowed to change the original sell price when editing the model/serial.
	Solution:	Allowed to change the original selling price when editing the model/serial.
11/9/2016	Invoice Warranty lines
16009086	Request:	Deleting Invoice Warranty lines is not writing to the invoice audit. This started happening after 16008941.
11/10/2016	Scan Serial
16008961	Request:	Invalid procedure call or argument on scan serial when searching by Bin Location.
11/10/2016	Invoice Detail
16009066	Request:	A new security to allow/dis-allow access to the 'Auto Backorder' checkbox on Model lines in Invoice Detail.
	Solution:	Created new security 1205.603 - 'Edit Invoice Model - Allow Auto Backorder', defaulted to True.
11/10/2016	Invoice Split
16009087	Request:	Currently the system is allowing you to split from a sale to a quote, which is causing issues in the audit trail and can also cause issues with serial number reserving. You should not be allowed to split from a sale to a quote. Quote to a sale is OK but not the other way around.
11/14/2016	Invoice Notepad - Texts
16008916	Request:	Would like a Date filter for the "Show Texts" checkboxes, that defaults to the Invoice Start Date. This way it would only show texts since this invoice was created, so it's more likely they are related to this invoice.
	Solution:	Created Date field to filter text created based on that date.
11/14/2016	Serial Spiff Amount on OE-35
16009069	Request:	Serial record has a spiff amount of 25.00 but does not show up on OE-35
11/14/2016	Receive To Location
16009096	Request:	If you receive a serial number where the PO was marked "Receive To Location XX" but your current location on the scanner was a different location, it will take the available/not available settings from the scanner location and not from the location that the serial number actually gets received to. It should always use the location the the serial number is received to.
11/17/2016	Invoice - Review
16009109	Request:	if a customer zip code contain a single quote, you can not review that invoice
11/21/2016	Payroll Import - BV
16009112	Request:	Would like Payroll import for Business Visions to work with minimal or no chages to the exported file.
11/21/2016	Wireless Inventory - Receive Serial
16009120	Request:	If you have Cost Serial on Receive set to 'None', and if Quoted cost is not zero and other model costs are zero, it will change the Amount column to $0 when you receive that serial number.
11/22/2016	Defining Columns for User Groups
16009097	Request:	When using the Columns tool to assign columns to other user groups it is not assigning the columns.
11/23/2016	Google Maps Route Sheet
16009121	Request:	Print Route Map is only displaying on half of the page, and route lines have disappeared.
11/24/2016	Invoicing and Serial Inventory Reports
16009067	Request:	OE-04, SN-15 need options added to multi select Branch
12/1/2016	Serial
16009078	Request:	PO doesn't disconnect a serial attached to an invoice when another serial is reserved for that invoice.
12/1/2016	Bemis Service Invoice Print Form
16009140	Request:	Invoice labor line is not displaying the technician on Print Form 'BEMIS SERVICE' after updating EPASS
12/2/2016	Dispatch Track with Detail export
16009113	Request:	Would like to add two new fields to the Dispatch Track with Detail export: the Location from the Model Line from Invoice Detail along with the JobStatus.
12/5/2016	Invoice Posting
16009149	Request:	Getting an error to update Customer Last Activity during invoice posting
12/5/2016	Invoice Notepad
16009150	Request:	If you add more than one note to the notepad while in an invoice it will close the entire invoice header after clicking either OK or Cancel on the second note.
12/6/2016	Dispatching - Route Sheet
16009085	Request:	The Balance shown on the Route sheet can be wrong when Payments are made in Accounts Receivable instead of Invoicing.
12/6/2016	Dispatching Route Sheet
16009152	Request:	The Route Sheet gets an 'Item cannot be found in the collection or ordinal' error message
12/6/2016	Samsung Canada EDI
16009157	Request:	There is no way to designate a warranty invoice as a Recall, which would translate to the RC service type on GSPN.
	Solution:	Added a 'Recall' Repair Category which will export as an 'RC' service type on GSPN.
12/7/2016	Wireless Inventory - Transfer
16009165	Request:	Sometimes Serial Type is not setup properly
12/8/2016	Cannot Schedule with no Detail
16009166	Request:	The 'Cannot Schedule with no Detail' option should only apply to a dispatchable job status. If the job status is set to 'Do Not Dispatch' then they should be able to choose a schedule or pickup date, even if there is no detail.
12/9/2016	Verified Invoices
16009171	Request:	Add a "Primary Division" field to the Invoice Type, which is a drop down that lets you choose from Inventory Divisions. Then in Invoice Maintenance - as long there are Invoice Types that have a primary division, then under the Not Verified and Partial Verified options in the Tree View add each Inventory Division as a sub-option. Then clicking on the division show Not Verified or Paritial Verified only where the Invoice Type belongs to that Primary Division.
12/12/2016	Return Ship
16009044	Request:	When you return a serial number, whether it's using Return Ship on the scanner or in ePASS, it should blank out the Bin Location... otherwise it keeps the same bin as when it was shipped out.
12/12/2016	Guardian Extended Warranty Export
16009168	Request:	Changes to the Guardian Extended Warranty Export to handle Warranty returns
12/13/2016	PO-12 By Location
16009163	Request:	Items on invoices are not displaying on PO-12 unless all locations are selected for supplier.
	Solution:	This is an issue when "Order all Open Lines in Recommended Backorders" is turned off in PO Variables. The report has been updated to work properly when that option is turned off - it wasn't getting invoices where the item was not below minimum, or where the item had 0 minimum, even if there was an open item line on an invoice. It will now pick up those invoices.
12/13/2016	DispatchTrack with Detail export
16009187	Request:	Getting an "Item cannot be found" error when doing the DispatchTrack with Detail export.
12/14/2016	Credit Hold system note
16009184	Request:	The system note for putting a customer on credit hold, or removing a customer from credit hold, is no longer showing up in the notepad. It it still being written, it's just not showing up.
	Solution:	Handled null values for NoteType and SystemGenerated properties. Updated the add cutomer notes function parameters to include NoteType and Systemgenerated fields
12/15/2016	SN-15 Report
16009000	Request:	Move YTD field a little over to the left.
12/20/2016	Copy / Split Invoice
16009049	Request:	Would like big "COPY INVOICE" and "SPLIT INVOICE" labels at the top of the copy/split forms. Sometimes someone will go into the wrong screen and not realize until after the copy or split is done.
12/20/2016	Shipping
16009071	Request:	Shipping invoices with Customer Names Containing an "@" fails. It also appears & and / can cause issues.
	Solution:	Only "@" and "\" can cause scanner display issue. The bug has been fixed.
12/20/2016	Total Financed Calculation
16009218	Request:	Would like to subtract total payments from Invoice Total
12/22/2016	Calculate Contract Totals
16009221	Request:	If First Payment Due date is not filled in, the calculatings are wrong.
12/29/2016	Inventory Returns
16009196	Request:	'Delete' return types are currently not being included in the OE-46 Inventory Returns report. Would like to add separate Deleted vs Returned numbers to the export, as well as a Combined column. Also in both the Inventory Returns form and the export would like to use Initiated/Reason/Outcome descriptions instead of Codes.
12/29/2016	Invoice Printing
16009222	Request:	Need to printg the GST number on the top of the Platinum invoice print form.
	Solution:	Printed GST number at the top of the print form
12/29/2016	AP Transactions
16009247	Request:	Add Check or QuickPay gets an error 'Type Mismatch' if you key in letters into the Check #.
	Solution:	Allowed characters in the Check # in AP Transaction.
12/29/2016	Edit Contract
16009249	Request:	Get error when saving a contract
1/5/2017	Positive Pay Export
16009169	Request:	Positive Pay Export Procedures for Bank of Montreal are being designed.
	Solution:	A "BOM Canada" is created into A/P Positive Pay Export. In order to add a DCH Account number in System Maintenance, you need have security "Tables: DCH Account".
1/5/2017	SN-41 Reserved Inventory Not Shipped
16009179	Request:	Adding more columns to the report making it easier to distribute to the sales staff
	Solution:	Added "Branch", "InvoiceType" and "Salesperson" as search criteria.
1/5/2017	OE-12 MTD Sales Analysis
16009183	Request:	Adding an option to include invoices not posted.
1/5/2017	Item Wireless Physical with Mobile Salesperson
17009259	Request:	Barcode not getting translated to item code during wireless physical
1/6/2017	Split Invoice - Schedule Date Change
16009213	Request:	A user who doesnt have security to edit the Schedule Date of an invoice CAN change the date while doing a Split. Also, Split Invoice needs to write to the Invoice Notepad just like regular Invoice Maintenance.
1/6/2017	Contract Maintenance
16009236	Request:	A Documents tab is being added to the Contract Maintenance form
1/6/2017	Invoice Maintenance
17009254	Request:	The Credit Approved features should not be activated on a COD invoice.
1/6/2017	Purchasing Detail
17009260	Request:	When deleting a Model line from a PO the Total Ordered for the PO is not being recalculated. After every add/edit/delete of an item or model line on a PO the system should recalculate the PO total amounts.
	Solution:	The issue is fixed. A utility "PO - Recalculate PO Totals" is created.
1/6/2017	Item Wireless Physical - Update QTY
17009265	Request:	If Scanned Qty is over Integer Max Value (32767), it will show an error message.
1/9/2017	Invoice notepad writing extra entry on serial reserve
16009245	Request:	If you reserve a serial number it will write in the notepad that it was both unreserved then reserved.
1/10/2017	SN-15 Inventory Ordering Report
16009198	Request:	Sales history 180 days showing incorrect quantity.
1/10/2017	Serial Inventory Maintenance
17009263	Request:	Bin Locations are not displayed when searching for models with "show serial numbers" checked.
1/10/2017	Customer History Export to Excel
17009272	Request:	Customer History Export to excel fails with item cannot be found in the collection corresponding to the requested name or ordinal.
1/11/2017	New Security
16009173	Request:	A new security only allowing access to File - Terminal settings is being implemented.
	Solution:	Created new security for 'Terminal Settings'
1/12/2017	Eco Fees Project
16009162	Request:	A new feature allowing you to define Eco fees per model which can be different per branch. An Import/Export routine is also part of this project allowing invnetory to be updated in bulk.
	Solution:	Created a new table ModelEcoFee. Everytime the program will check if there is an Eco Fee (Misc Code) when you add a Model on an Invoice.
1/12/2017	OE-27 Invoice Cost Analysis
17009281	Request:	Would like to add a Qty column on the OE-27.
	Solution:	Added Quantity column on the OE-27
1/12/2017	Bureau Export
17009285	Request:	It gives an "OverFlow" error.
1/13/2017	Dispatching - Routing
17009256	Request:	When dragging a column to a different position it is not saving. It appears to only happen with the columns after Units.
1/13/2017	Edit 'Returned' Serials
17009282	Request:	Would like to be able to edit a 'Returned' serial number, but only change the Note and Features fields. There should be a new security option to control who can do this.
	Solution:	Added new security for Scan Serial: Edit Returned Serials. Also, updated scan serial form based on the status 'Returned'
1/16/2017	AR add transaction
16009234	Request:	Should not allow a quotation marks in the invoice when doing a Add Invoice, Adjustment, or Payment
1/16/2017	Contract Maintenance
16009237	Request:	The Contract Maintenance search form has a Last name column but it is always empty.
	Solution:	Printed LastName coming from Customer and added search by LastName
1/17/2017	Invoicing Detail
16009186	Request:	A New Commission Code table and fields on each Invoice Detail line are being implemented allowing custom commission reports made in Crystal Reports can have tailored commission rules.
	Solution:	Created a new table Commission on System Maintenance. Added Commission Code on Invoice Detail and Invoice Archive Detail.
1/17/2017	Contract Maintenance
17009290	Request:	Searching for a contract by Equal does not find the contract, searching by Anywhere works.
	Solution:	Updated Contract search logic to include fullcode with spaces and actual value. Printed last name when using tree view. Also, added 'Click here to make this your default Search' feature.
1/18/2017	Invoice Detail - Models Lines
16009082	Request:	Editing a Model Line - the Selling Price is being stopped as below minimum selling price even when a model is on Sale.
1/18/2017	Invoice Detail - Minimum Selling Price rules
16009083	Request:	When using 'Standard Cost' as the minimum selling price the system does not seem to be calculating the minimum selling price properly.
1/18/2017	Special Characters in Zip/Postal Code
16009192	Request:	If the customer has a special character (like an apostrophe) in the Zip Code it can cause an error when reviewing an invoice for them. Special characters should not be allowed in zip codes - only letters, numbers, and space.
1/18/2017	Copy Invoice
16009217	Request:	When copying an Invoice if any of the Models on the invoice are below minimum selll price it should prompt you for an override before you can copy it.
1/18/2017	Vantiv - terminal timeout
16009250	Request:	If you let the credit card machine time out (while waiting for signature or CCV number, etc.) it will still process the payment but will not write anything in ePASS
1/18/2017	Add Serial
17009314	Request:	When you add a serial, it shows an error "Run-time error 91" or just crashes.
1/19/2017	Merge & Summarize
17009297	Request:	The new Merge & Summarize option is very slow.
1/19/2017	Update Invoice Model Cost from Project Cost
17009307	Request:	Would like a new check box on the List Price table "Update Cost From Project Cost" along with a drop down that lets you select Standard Cost, Landed Cost, Replacement Cost, or Original Cost. If the box is checked then you must select a cost. Then in Invoice Detail - add/edit of a model line if you select L1, L2, etc. from the list price drop down - if the new "update cost" is checked then update the selected cost (specified in the new drop down) on the invoice model line with the Project Cost from that list price level on the model. Of course this only works if that list price level also uses project cost.
1/19/2017	4 X 3 - TG label
17009316	Request:	Would like to make the following adjustments to the "4 X 3 - TG" label: 1) Remove "TG APPLIANCE GROUP INC." from top 2) Have two lines available for the description instead of 1. Any characters beyond the two lines can be cut off. 3) Received - in between the description and the barcode, 4) PO# - to the right of Received 5) Barcode will stay the same - no adjustments necessary. 6) All other fields/information can be removed/deleted.
1/23/2017	Dispatch Time
17009298	Request:	Somehow the time on the Invoice - Dispatch tab does not match what shows on the Route Board.
1/23/2017	Routing
17009331	Request:	Sometimes if you drag a call from top sheet to bottom and it shows "Invoice Locked" error message
1/24/2017	Void Payments
17009301	Request:	When voiding a payment that was made on the website we need to use the token from the WEB branch, even though the branch might have been saved as something other than WEB on the invoice payment line. Create a new variable in Invoice Variables - 'Void payments by WEB user with WEB branch token', then if this variable is checked and you void a payment - if the User Created on the payment line is WEB then use the token from the WEB branch, and not from the branch that is specified on the invoice payment line.
1/25/2017	Invoice Entry
11004665	Request:	Customer PO required: The validation checking if a PO is entered only works on the sold to customer account and not the bill to customer account. It will stop you from creating the invoice if the sold to customer requires a PO but will allow you to create an invoice if only the bill to customer requires a PO. It should be based on Bill To customer not Sold To.
	Solution:	Checked BillTo instead of Sold To for Customer PO validation .
1/25/2017	Mapping
17009315	Request:	If you change the Route for a call in Mapping it does not write the system note to the Invoice Notepad that the Route changed.
1/25/2017	Tasco / Goemans SIG Invoices
17009341	Request:	On the previous change, the model colour was supposed to print as the 3rd line of the model description. The column was removed, but it is not printing below the description and brand/product lines. Would like to remove the "Serial#_________" underlines from the Tasco invoice, same as we did for the Goemans invoice. On both invoices, would like a small space (about half a line) above Model, Labour, Warranty, and Payment lines. Other line types should not have the space above them. This will create some separation between lines, except for Misc/Comment lines which usually correspond with the line above it.
1/25/2017	Invoice Maintenance - Schedule / Pickup Date
17009343	Request:	The Schedule Date and Pickup Date columns are showing an "L" instead of a date on one pc.
1/26/2017	Merge & Summarize
17009347	Request:	Getting a Bof / Eof error when doing Merge & Summarize, but only on some invoices.
1/27/2017	A/R Payment on Invoices
17009353	Request:	Currently A/R Payments print on an invoice as one line with a description "A/R Payments". Would like to show each payment individually with the proper payment type description. Once this is done then the option to not show payment transfer on Merge should handle any payment transfers that were done between invoicing and A/R.
	Solution:	Printed payment detail lines individually with proper payment type description and NOT show these on Merge when balanced.
1/30/2017	Allow Customer to not save credit card info
16008939	Request:	Would like a way to disable saving CC info to a customer account. I should be a new checkbox above the saved credit cards drop down "Do not allow saved credit cards".
1/30/2017	Tasco / Goemans SIG invoices
17009355	Request:	Further changes to the Tasco / Goemans SIG invoices, related to the signature lines and terms.
1/31/2017	OE-47 Salesperson Earnings
17009361	Request:	Would like to move the GL Code from the Structure Level to the Structure. Add new options on the Structure Level that control if only negative profit on labor/warranty sales gets extended to Profit and if there are any exceptions to that rule (certain codes that always extend to profit). Separate security for the OE-47 into 4 security options - If you can run the report for yourself only, or for all salespeople in your branch, or for everyone, and if you can run the report without having to re sign-in or if you need to sign in every time you run the report. Also, the report will always calculate final rewards at a salesperson level so that it's consistent in different grouping options - this means if you group by GL / Salesperson the totals by GL will be a summary of all the numbers that were calculated at a Salesperson level.
2/1/2017	Serial Inventory - quantities by division
17009359	Request:	Currently if you break out the quantity columns by division - the calculation for Qty Reserved can be misleading if you have invoice types that have multiple serial types assigned to them. If the Qty Reserved by division calculation is changed to look at the "Primary Division" field on the invoice type (instead of serial type, which can have multiples) then it should resolve the issue and each invoice should only show up under one division.
2/1/2017	Terminal Settings
17009364	Request:	If Dimension Express is enabled and Download paths are not valid, it shows not handled error "Invalid procedure call or argumnet"
	Solution:	Changed it to skip path validation.
2/1/2017	Edit Serial Sales
17009366	Request:	Got "Row cannot be located for updating" error
	Solution:	Changed it to SQL Update and fixed the problem.
2/2/2017	Review Payment in Invoicing
17009371	Request:	When reviewing a payment line for a payment type that is NOT integrated for payment processing it still shows all of the integrated fields like Entry Method, Auth Code, etc. Even if you don't use integrated payment processing at all. They should only ever show up for integrated payment types, this seems to have changed recently.
2/2/2017	Contract Header
17009374	Request:	Would like not to allow user to delete contract status and save it to empty string.
	Solution:	Changed the Popup Control to always validate code. Disabled Description column because there is no contract descrption field.
2/3/2017	AP Check Run
17009377	Request:	Discounts in the AP Check run are going to the Bank account instead of the Discounts earned GL Account. This requires Contacting ePASS Technical Support if you have Suppliers that provide early payment Discounts so the GL Entries can be corrected.
2/6/2017	Invoice Table 1
17009339	Request:	Would like to write a system note to the Invoice Notepad when someone edits/deletes a Table 1 entry on an Invoice. It should write the Table 1 Code, Amount Paid, Paid By User, and Referral Pay Period in both cases, and Edits would show the old and new values.
2/6/2017	Invoice Model Commission Code
17009380	Request:	When you change invoice Model Commission code, it won't save it into database.
2/7/2017	SN-33 Serial Inventory Audit Trail
17009309	Request:	Would like to separate the SN-33 into two security options - one that lets you run the report and see the cost, and one that let's you run the report but does not show cost.
2/8/2017	Accounts Payable EFT support
17009293	Request:	Support for EFT file format as per BMO (Bank of Montreal) 80 character format
	Solution:	Created new utility to support EFT file format for BMO (AP - Utility - Electronic Funds Transfer) and also table maintenance for EFT. Security for EFT as well as Positve Pay Export are also included.
2/14/2017	Division for Verification
17009372	Request:	Would like a new "Division for Verification" property on the Invoice, then update the "Not Verified" and "Partial Verified" tree view in Invoice Maintenance to look at this property instead of the Primary Division.
	Solution:	Added new property 'Division for Verification' for Invoice Type and updated Invoice Type form to make the it shorter.
2/14/2017	PO Costing
17009384	Request:	Would like a keyboard Shortcut to Cost PO.
	Solution:	Created shortcut to Cost PO (F7) as well as Order Only (F5) and Receive Only (F6).
2/14/2017	SN-33 Audit Trail
17009385	Request:	Add Time Stamp to SN-33 Audit Trail. Would like it to be in a similar format to the OE-38 Invoice Audit Trail (hour : minute : second: millisecond).
2/16/2017	Toggle Texting on Customer
16009059	Request:	Only users with texting security have access to enable texting on customer records
2/17/2017	Thinking Phones integration
16009080	Request:	Would like to integrate to Thinking Phones to place outbound calls from ePASS.
	Solution:	Integrated "Thinking Phones" to outbound calls and updated System Maintenance to add properties for Branch(PBXType) and PassUser(ThinkingPhonesUserName,ThinkingPhonesUserPassword) tables.
2/20/2017	Reserving Serial Numbers
17009317	Request:	As part of the Reserve Serials project we also need to restrict reserving if an invoice has not received 'credit approval' or if the customer is on Credit Hold.
2/20/2017	Edit Finished Invoices
17009408	Request:	Secuirty is set to not allow editing of Finished Invoices. If you go into related invoices, you can edit the related invoice even if status is Finished. The Edit Invoice button in Related Invoices needs to check security properly.
2/21/2017	Invoice Details
17009383	Request:	Deposit has been received but when leaving details, receive a warning deposit that it has not been received.
2/21/2017	Invoice type - Prompt for Note on Exit
17009399	Request:	If you are using the Prompt for note on exit security and finish an invoice while being in invoice details it will change the status to Not Posted but not change the Job status to what is defined as the Finished Job status on the invoice type.
	Solution:	Made some adjustments in the design for Invoice Header and Detail if Prompt for Note on Exit security is on. The screen for Notes will be prompted first after hitting Finish Invoice then afterwards the Finish Invoice (totals) screen, instead of Finish Invoice first then Notes screen. This way record locking will be avoided and Job Status will be updated.
2/22/2017	Invoice Copy
17009268	Request:	When copying an Estimate invoice, the item line in the target invoice gets tagged with an open PO Number. An Object Variable error pops up during the copy invoice.
	Solution:	Always commit the line if there is a QOH
2/22/2017	Invoicing - Minimum Deposit
17009405	Request:	No warnings are required when the invoice is negative (credit balance)
2/22/2017	Copy and Split Invoice
17009428	Request:	The Invoice Copy and Split functions need to keep the Tax 3 Percentage from the original Invoice. Currently it takes it from the current branch, which is not correct.
2/22/2017	Inventory Division
17009434	Request:	If you are only able to see Inventory Division 1 (retail) for some reason on the main serial search screen the numbers look correct however when you look at the model tab the "total" is overstated (showing) INCLUDING the Not available quantities
2/23/2017	GL Repetitive Transaction
17009417	Request:	When you go into GL Repetitive Transaction Maintenance, you cant see any of the Repetitive Transactions that exist in the table.
	Solution:	Update database script to re-insert frmGLRepetitive in Columns table.
2/24/2017	New override system
17009407	Request:	In the new override system - if your "Reason" has a special character in it (apostrophe, etc) you get an error and ePASS crashes.
2/27/2017	Copy Merge & Summarize function
17009289	Request:	the Copy Merge function is not accumulating the QTY for one Misc line properly.
2/27/2017	Guardian Warranty Export
17009376	Request:	The rules for handling a Return Warranty line are not being followed and a couple properties need to be corrected.
2/27/2017	Invoice Columns
17009402	Request:	Would like to add Credit Approval Status as an Invoice Maintenance column.
2/27/2017	AP Transaction
17009447	Request:	Both Quick Pay and Check transactions need to save the 'Check Series' so that the Check printing will be able to print the correct check format.
	Solution:	Added CheckSeriesCode property in APTransaction table. Used the CheckSeriesCode in the table in printing the correct format and printer if available, instead of using global variables CheckType and Printer.
2/28/2017	Service Power BOSCH export
17009306	Request:	The "PartJobCode" is not filled in for any parts after the first one.
2/28/2017	Batch Email / Text - Department Selection
17009414	Request:	The batch email / text is looking at the invoice type department not the department on the dispatch record when selecting what invoices to pull.
2/28/2017	OE-10 Shipped Serials Report
17009456	Request:	Would like new Show List and Show Cost options. Show List is a checkbox which would show the selling price. Show Cost is a drop down with three options: None, Serial Cost, and Standard Cost (which would come from InvoiceModel.StandardCost). The user should only be able to select a cost that they have security to see. If they show list or cost then also total up the column in the Group footer and report footer.
3/1/2017	Credit Limit Project
17009329	Request:	Corrections to the Credit Limit system - if you change an Invoice to Not Approved then do not allow it to be scheduled.
3/2/2017	Utility to add hoses
17009475	Request:	Need a custom utility to add "HOSE LNDRY 6FT 48369" model to invoices that have WM4370HKA on it, as well as updating a comment and compiling a list of the invoices that also have model DLEX4370K.
3/6/2017	Positive Pay Utility
17009452	Request:	The Company Short Name needs to be defined on screen so it can be changed instead of it being hard coded as it is currently.
3/7/2017	Guardian Warranty Export
17009473	Request:	Further adjustments needed to the Guardian Warranty export.
	Solution:	According the sample, for reversals, set as true, , , as 0.00 and removed section.
3/8/2017	Extended Warranty Export
17009426	Request:	New Extended Warranty Export for Furniture Care Protect
3/8/2017	Price List Template
17009455	Request:	The tab order in the Price List Template form is not correct.
3/9/2017	Invoicing
17009492	Request:	Method of object failed Error previewing an archived invoice
3/9/2017	Invoicing
17009511	Request:	If you delete the last invoice detail line, as soon as you click ok on the delete, it brings up an error message and then closes ePASS when you OK out of the error.
3/9/2017	Merge & Summarize
17009514	Request:	Getting an error when trying to merge & summarize
3/10/2017	Goemans Signature print form
17009519	Request:	Would like to add warranty box on Goemans Signature Invoice print form.
3/13/2017	Line Verification
17009292	Request:	Type Mismatch trying to verify the first line right after splitting the line
3/13/2017	SMTP by Branch settings
17009370	Request:	Would like be able to define SMTP settings by Branch (SMTP Name, Require Authentication, User, Password, Port) then have a checkbox in SMTP Variables - Use Branch SMTP Settings. Then when sending emails if Use Branch Settings is checked then get the settings from the Branch for the current invoice. This will allow you to have different "Reply To" addresses for SMTP services that don't allow us to override the Reply To (like Google) - you could set each Branch SMTP to log in with the appropriate account and that would become the Reply To.
	Solution:	Added properties for Branch and SMTP Variables. When sending emails from Invoicing, used Branch SMTP settings if 'Use Branch SMTP Settings' is checked in SMTP Variables.
3/13/2017	Units on Estimate Invoices
17009404	Request:	Would like to be able to see/edit Units on Estimate Invoices. Also, would like 'Accumulate Points for Call Units' to work on Estimate Invoices. Copy / Split / Change Invoice Type all need to handle if the estimate had points filled in.
3/13/2017	Invoicing
17009497	Request:	When an invoice line is deleted, the focus goes back to top line. It's supposed to set focus to the line above the line that was deleted.
3/14/2017	Invoice Detail
17009454	Request:	Would like 'Do Not Allow Price Reduction' and "Do Not Allow Price Change' checkboxes for Extended Warranty - they would work just like the equivalent checkboxes on the Misc table. Also, add a "% of prompted amount" to Labor Rate - this will let them fill in a percentage - then when adding the Labor line prompt for an amount and the sell price will be a percentage of that.
3/14/2017	EFT File Transfer
17009518	Request:	The EFT Table needs to store the Bank, Transit and Account Number as new properties.
3/15/2017	Serial labels - 3 x 2
17009532	Request:	The barcode is not printing - just text.
3/16/2017	OE-01 (Outstanding Invoice)
17009401	Request:	Add "Credit Status" criteria to the report.
3/16/2017	ADD ARTransaction
17009541	Request:	Sometimes Create Time Stamp is duplicated and it caused ARTransaction Posting failed
3/16/2017	Invoice Merge and Merge & Summarize
17009553	Request:	Wrong Invoice Total and Payment Total
3/17/2017	PO Label Printing by Purchase Order - new column
17009394	Request:	Would like to add a new column showing the location code from the PO line
3/20/2017	Invoice Detail - Mfr Wty
17009392	Request:	Would like a new security option to control if a user can edit Mrf Wty on the Invoice Model line.
3/20/2017	Delivery charges set based on map zone
17009530	Request:	If you have the setting to assign the delivery charge based on the mapzone and you remove the schedule date it will delete the delivery charge on an invoice even if the contract is in billing status. Additionally when you set the schedule date it will add a delivery charge back on to the ticket.
3/20/2017	Commission Code
17009535	Request:	If you are able to edit detail lines on a finished invoice then you should be able to edit the Commission Code. Currently it is disabled.
3/20/2017	Expired Misc Codes
17009546	Request:	If you try to edit an expired Misc code on an invoice it should prompt for the 'Override Misc Date Range' override, the same as when you add an expired misc code.
3/22/2017	Purchasing - Serial Type
17009368	Request:	Would like a new PO Variable "Serial Type Required (not ALL)" - if checked then when creating a PO the user must pick a Serial Type other than ALL.
	Solution:	A new check box "Serial Type Required (not ALL)" is created on PO variable.
3/22/2017	Quotes
17009529	Request:	Quotes / Estimates should not allow you to pick a Pickup or Schedule Date in the past. This applies to Add Invoice and Copy/Split Invoice.

ePass should automatically detect and load new updates the next time it starts.

If you have any questions on the update process, please feel free to contact us:

Phone: 604-439-1115
Email: support@rdbusiness.com

Thank you,
ePASS Tech Support Department

See below for all of the latest enhancements since your last update. These are distributed as part of your support and maintenance package. Thanks to you, ePASS continues to be able to provide excellent service.

If you have any questions on the update process, please feel free to contact us: Phone: 604-439-1115 Email: support@rdbusiness.com

Thank you,ePASS Tech Support Department

See below for all of the latest enhancements since your last update.

These are distributed as part of your support and maintenance package.
Thanks to you, ePASS continues to be able to provide excellent service.

If you have any questions on the update process, please feel free to contact us:

Phone: 604-439-1115
Email: support@rdbusiness.com

Thank you,
ePASS Tech Support Department