Issues Fixed
Service Management
December 2022
Case # | Description |
|---|---|
| SMS-2105 | We've fixed an issue with the WSMobile_SOPTransaction store procedure. It was reported that this was interfering when using Field Invoicing in Mobiletech. Additionally, an Unhandled Script Exception error message was displayed when attempting to process inventory transactions in the Mobile Inventory Inquiry window. Users could close the error window and the batch could be created and posted. |
November 2022
Case # | Description |
|---|---|
| SMS-1547 | Inventory adjustments and inventory transfers no longer link to a job when the document number is the same. We've added an INV Document Type to the validation process. |
| SMS-1614 | In the Process Master Contracts window, the Leave Contracts Open checkbox is no longer cleared when Redisplay is selected after filtering to only show Caution lines. This issue only occurred if there was also an associated contract with an inactive location that was not displayed due to the applied filter. |
| SMS-1619 | When creating a service call from the Equipment Component window, the Components checkbox is now automatically selected in the Equipment window. |
| SMS-1645 | The Contract icon now displays as expected on the Maintenance Contract window when contracts exist for the location. |
| SMS-1677 | The Signature Purchase Order Entry window has been updated to include the Microsoft Dynamics GP Scroll View Bar that displays above the scrolling window. |
| SMS-1713 | We've fixed an issue where the Equipment Selection window would automatically open when creating a service call that isn't part of a maintenance contract and Change Call Type to MC when add Equipment Under Contract is not marked in Service Options. This window will now only open so that you can select the equipment/contract when your setup requires the call to be changed to a maintenance call. |
| SMS-1727 | After selecting a technician on the Appointment window, the Technician Team field is now auto-populated. |
| SMS-1730 | When using the Mobile PO or Mobile Inventory Inquiry windows, the billing amount now matches the amount after processing is complete when using the standard matrix pricing with the default set to Bill To for the pricing matrix. |
| SMS-1743 | The Service Call Description is now limited to 30 characters. Users were reporting that the description was truncated, with the truncated characters replacing the existing note on the service call. |
SMS-1785 | Manually resizing the Service Management Notes window no longer causes user interface issues. |
SMS-1812 | When setting up a technician, if the Employee ID or Vendor ID is not provided, regardless of the radio button selected, the Technician Long Name will be set to the Technician ID. |
SMS-1818, | When a task list is marked Protected in the Task List Maintenance window, the following buttons are disabled. In order to update the protected list, you will need to unmark the Protected checkbox and then access the appropriate windows to make changes to the task list codes.
|
| SMS-1834, SMS-1835 | When the following setup: the Billing Rate is $0.00 or greater and Use Extended Pricing by Cost Code (Non-Labor) is not marked. Negative service travel transactions entered through TimeTrack or the Travel window now show the expected negative billing amount. |
| SMS-1836 | When reopening a service call and choosing to invoice previous unbilled costs, the travel-related cost records from TimeTrack are now calculated as expected. This issue occurred when Service Management travel charges were set up and Use Extended Pricing was not marked. Additionally, in TimeTrack Setup, the option to Expense Reimbursement through Payroll was marked. |
| SMS-1872 | Cash Received is now displayed as expected on the Project Billing Inquiry window after the Paid Transaction Removal process has been run. |
| SMS-1876 | Equipment Auto Number is now released as expected when the user clears or exits the window without saving the new record. This issue only occurred when using global filtering and using Create Number Sequence Per Branch and Branch are marked from the Setup Options window. |
| SMS-1904 | The Mobile Inventory Process now considers an empty LOCNCODE (site) as a non-inventory item. Previously, this was displaying an eConnect error 287. |
| SMS-1914 | When using the Contract Task Import utility when there is an existing task on the contract, the Last_Schedule_Date is now correct. |
| SMS-1918 | If you are creating a new contract and mark the Leave Open checkbox, the checkbox now remains marked when you tab off the next field. |
| SMS-1923 | The Billing fields (Billing Amount, Billable checkbox, and Taxable checkbox) now display as expected in the Added Costs and Added Labor Costs windows when the service call is MC/MCC and you are using Manual Recognition. |
| SMS-1939 | We've fixed an issue with the Service Call Work Order with Appointments/Tasks SSRS report where a blank page was added to the report when saved as a PDF document. |
| SMS-1984 | When correcting a revenue recognition error and Distribute Amounts by Cost Category is not marked in Maintenance Setup, users will no longer receive an "Illegal address for field Billing Equipment in script Revenue_Costs". |
| SMS-1998 | When running the Service Call Work Order with Tasks, the completion date and status are now updated as expected. |
| SMS-1999 | In the Additional Fields tab for equipment, users can now add an attachment and will not receive the error message "All call stacks are in use". |
| SMS-2001 | When updating the Technician on a service call's first and only appointment without opening the Service Call window, the SV00300 Technician record is now updated as expected. |
| SMS-2010 | In the Journal Entry Inquiry window, Service Management information on the GL transaction now displays as expected if the year on the window was closed. |
| SMS-2026 | When importing a contract task via SmartConnect for a month prior to the contract start date with a multi-year frequency and using Schedule 187 (April), the task date is now created in the contract as expected for the first occurrence in April after the contract start date. |
| SMS-2033 | Users can now enter non-numeric values in Contact Management. |
| SMS-2060 | We've fixed an issue with an “Incorrect syntax near ‘AND’” error when maintenance invoicing a master contract with a large corporate contract number and large customer ID. |
| SMS-2066 | The wsiWSCreateUpdatePurchaseOrderIntegration stored procedure has been updated to include the parameter @I_vTAXABLE. This is now passed into the Pre, Post, and wsiSMSJobCostsWork. |
| SMS-2078 | Users will no longer receive an "Invalid day '0' in date function" error message when renewing a multi-year contract. |
Job Cost
Case # | Description |
|---|---|
| JC-273 | In the Item Transaction Entry window, if you edit the date and then select the blue arrow to open the Job Detail window, users are now prompted to Save, Discard, or Cancel the date. This fixes an issue where the date change was reverted back to the original date when the user returns to the Item Transaction Entry window from the Job Detail window. |
| JC-329 | In the .NET Job Close window, jobs with unposted Purchase Order Returns can no longer be closed. |
| JC-381 | The Signature Credit Apply window security has been added to the Job Cost Power User and TRX_WSJC_PROJ002 security task IDs. |
| JC-412 | SOP transactions with the item type of SERVICES going to a Cost Plus job with the Billing Type as Project Trx Level and a profit type of Flat Rate on the cost code now show a billing amount in the Project Transaction Level Billing window. |
| JC-428 | The attachment indicator is now cleared when the attachment is removed from the job (or any child record of the job). |
| JC-440 | When adding an attachment to a job (or any child record of the job), the job number is now attached to the record in the WSDOCS table. |
| JC-441 | Manually resizing the Job Notes window no longer causes user interface issues. |
| JC-448 | We've added the BillCustomerNumber field to the JC Jobs (wsiJCJobMaster) SmartConnect node. |
| JC-451, JC-454 | Updated the customer label to Customer Name in the Billing Transaction Inquiry and History Billing Transaction Inquiry windows. The fields have always displayed the customer name, but the label was incorrectly titled with Customer ID. This was just a cosmetic change for both windows with no functionality changes. |
| JC-467 | When voiding a payroll check that was created in a different period, a record is now created in the JC20002 for the void and the Job Status and Job Status by Period now match for posted costs. |
| JC-468 | A job can now be marked inactive if a subcontractor payment is voided prior to processing retention. |
| JC-470 | Job information is now clearing out of the open tables upon closing the window when you run a POC Edit List for a period that is two or more periods greater than the period where you closed a job. |
| JC-471 | When the contract maximum is changed in the Job Maintenance window, the current contract amount is now updated as expected. |
| JC-476 | Reopening a job now creates a journal entry as expected when the batch from the closing of the job is still unposted. |
| JC-477 | We are now excluding the $0 remaining Release Amounts in the listview when selecting Available Contract Cost Codes when selecting cost codes in the Contract Agreement Payables Entry window. |
| JC-478 | You can now post a purchase order invoice with a Purchase Price Variance (PPV) when the job assigned to the purchase order has been closed. |
TimeTrack
Case # | Description |
|---|---|
| SMS-1962 | If a payroll batch contains only unbilled labor transactions and either Payroll Post to Service or Payroll Post to Job Cost is marked in Settings, when the batch is committed, the transactions no longer show up in the UPR 10302 table. |
| TT-120 | The payables batch now has the batch total for business expenses or travel expenses sent to Accounts Payables (using the setup option to Create Exp/Travel through to AP). |
| TT-122 | The Manager's Comment field that is used when rejecting an employee's time entry transaction is now cleared once the transaction has been approved. |
| TT-126 | When importing a TimeTrack transaction using the TimeTrack import process, all imported transactions now have a WS_Transaction_Status of 1 (for PENDING) in table WS_Time_Sheet_TRX_WORK. |
| TT-132 | When reimbursing through Accounts Payable and using standard pricing, the billing amount is now correct for Travel transactions. |
| TT-133 | We've fixed an issue where users were able to edit a pay rate on a rate class transaction. |
| TT-136 | We've updated the Invoice Travel Setup window so that the Cost Rate field is accurately displaying the cost rate, not a calculated total cost. The issue only occurred when more than one Business Expense pay codes were set up and using Standard Pricing. |
| TT-156 | Users can now enter a UNC path in the File Pathname field in the TimeTrack Export Wizard. |
| TT-178 | The Signature Employee Lookup search field is no longer case-sensitive. |
| TT-179 | When importing a Service Management transaction into TimeTrack while using the setup option "Use Overhead Amounts from Job Cost", if the billing amount in the overhead setup has decimals, the billing amount in WS10702 comes is now imported with decimals. |