Results/Summaries Refactored for performance and efficiency.
Completely overhauled how visit summaries are generated. This was a change in the works for a while to help with server stability and overall system performance.
All pieces of the summary are now individually stored as “snapshots” that can be assembled back together.
There is now an option to download just the certificate page.
We will be introducing a feature in the Vault to allow our customers to download this version of the summary as well.
Inventory Lots/Costing
Inventory is now received into lots and is properly costed all the way through to the invoice.
Inventory Exceptions
When inventory is sold that was not available a new Inventory Exception process is in place to manage that.
Inventory will no longer go negative.
New Invoice Items Export
New export for invoice items instead of just invoice totals.
This export also includes inventory cost on the line item.
New Inventory Costs Export
Per item export to show items with related cost data.
New columns on inventory export
Inventory export now includes columns for cost. (Last Cost, Avg Cost)
New print view field type for “Overall Result”
This feature should allow us to combine more print views into one report.
Changed
Inventory Location profiles now show product information related to cost.
Total value is now based on the inventory lots.
When resetting prices, if the reset price of the item is “$0.00” then it will not update the price and leave it whatever the work order has the prices as.
Timesheets - Users can now select end of day times when working overnight.
Previously there was an issue that did not allow users to select times past 11:45pm
Visit Timesheet now shows travel and time on site in hours.
Automated Emails and Ftp of results now have new options for the file naming.
Added City, State, PO #, and Service reason as options for the file naming.
Changed “Total Hours” calculation on the timesheet export to include PTO, Holidays and Regular hours.
Fixed
Fixed an issue with our search bars that was not delaying searches causing inconsistent results.
Fixed Equipment Title on the Inventory → Equipment page to now show properly based on the equipment type’s configuration.
Fixed Imported Work Creator to now be configurable. (This impacted all import templates)
There was previously an issue with the import templates that would set the user based on who last created/updated the template. This was never meant to be forced but was missing from the interface. The interface will now allow you to choose if you want to run the import as a specific user, and it can be left blank now to favor the user running the import.
Fixed an issue with Timesheets start of week showing incorrectly when opened past 7pm.
This was due to an incorrect timezone calculation. Weeks will now properly list Monday - Sunday.