ServicePoint
release notes
Version 9.3
12/02/11 v9.3, Build 127.
·
Add the ability
to filter the Work Order Listing and the Work Order History Listing reports by
the task work category.
·
Do not re-price a
non stock item in work order parts if only the quantity is changed.
·
Add display of
the customer name on the customer equipment maintenance screen.
·
Correct an issue when
interfacing to the release-candidate version of Passport PBS SQL. The customer name was not being properly
displayed in the contract view or maintenance window.
·
Lightened the
grid background colors in the schedule week view.
11/17/11 v9.3, Build 126.
·
Changes to the
customer add on-the-fly process. Add a
second line of address. Allow the
changing of labels and removal of fields.
If CounterPoint is in use, check the user’s workgroup to see if
auto-assign of customer numbers should always be used.
·
Update the
procedures and scripts used to insert the POS Transfer Trigger. New processing will ensure that a work order
is created when the desired conditions are met for either a POS ticket or an
order. Additionally, if the ticket is
voided or the order is cancelled, the work order will be removed. If an order is reinstated, the work order
will be re-created.
11/01/11 v9.3, Build 125.
·
Ensure that work
order labor records do not contain “Null” values in the Hours_to_bill,
Hourly_Cost, and Hourly_Price columns.
Replace any Nulls found with zeros to avoid any potential problems when
posting to the interfaced accounting platform.
·
Enable the
ability to automatically popup and/or attach the AR customer notes when opening
a work order. The notes must have the ID
assigned, as specified in the ServicePoint control information as an auto-pop
or auto-attach note.
·
Use the latest
labor date, if available, when determining the last PM date for a piece of
customer equipment during work order posting.
If no labor dates of service are available, use the work order invoice
date.
10/16/11 v9.3, Build 124.
·
Do not create a
CounterPoint “event” when posting a work order if it is being transferred to
POS for billing.
·
Assign work order
parts default location from the CP workgroup last logged into, if the
ServicePoint user ID matches a CounterPoint user ID.
09/26/11 v9.3, Build 123.
·
Correct
assignment of PS ticket default stocking location and default profit center. Use the defaults from the posting work order
as a default, then use the logged in user’s workgroup if the user ID exists in
CounterPoint.
08/29/11 v9.3, Build 122.
·
Establish
compatibility with version 8.4.4 of CounterPoint SQL. ServicePoint is CP “version aware” and will
now function properly with any version of CounterPoint, from version 8.2.7 up
through version 8.4.4.
·
Allow access to
direct selected functions within ServicePoint at startup. Invoking ServicePoint from the CounterPoint
touch screen or menu, or directly from any other application, can now
immediately open a maintenance window. For the “Command” of the external program, browse to
the location of the ServicePoint client, ServicePointClient.exe, on your
machine. The “Arguments” are separated
by a single space, and will tell ServicePoint the user ID, company, and the
literal for the function to be called. For example, from CounterPoint, using “%SYNUSER%
%ALIAS% mnuMaint_CustEqp” as the arguments will invoke ServicePoint, log in as
the current CP user and start customer equipment maintenance.
The
valid functions enabled as of this build:
“mnuMaint_CustEqp” for customer equipment maintenance
“mnuMaint_Sched” for scheduling/dispatching
“mnuMaint_WO” for work order entry
“mnuMaint_Contracts” for service contract maintenance
“mnuMaint_SvcAddrs” for service address maintenance
08/14/11 v9.3, Build 121.
·
Improvements to
customer equipment processing from within service contract maintenance. Using the main equipment lookup on the top
menu bar of the contract equipment screen, the user will now have the ability
to select the equipment on the contract, not assigned to any contract, or
both. Also, improve the ability to look
up existing equipment not yet assigned to a contract for any of the customer’s
service addresses.
08/02/11 v9.3, Build 120.
·
Correction to the
posting of credit memo transactions to Great Plains Dynamics. Under certain conditions, GP requires a
quantity to be entered into a return type invoicing line to indicate the disposition
of the line. ServicePoint will now
include the transaction qty as an “on-hand” return type.
·
Use the last
logged into CP workgroup to find the default store for a user, if found in the
CP setup database. This allows the store
to more accurately be set in the work order entry screen, and the correct store
tax code to default based on the user’s logged in location.
06/27/11 v9.3, Build 119.
·
An upgrade
procedure exists for version 9.3 build 119 of ServicePoint. Upon starting the software, ServicePoint will
detect the database version and attempt to run the upgrade utility.
·
Add an option to
control information set up to control the type of POS document created when
transferring work orders to POS for billing.
The selections are to transfer as an unreleased order, or as a hold
ticket.
·
Include the work
order tabs in the text substitution that may occur when re-labeling fields in
ServicePoint. Text re-labeling is done
using the SP_Labels.ini file in the ServicePoint server install directory.
·
Database changes for version 9.3, Build 119 (93118to93119.sql)
o Add column POS_LIN_ POS_XFER_AS to the table CONTROL_INFO
06/15/11 v9.3, Build 118.
·
An upgrade
procedure exists for version 9.3 build 118 of ServicePoint. Upon starting the software, ServicePoint will
detect the database version and attempt to run the upgrade utility.
·
Added a new setup
option to allow service flat-rate pricing based on a combination of Model and
Service. The new pricing setup feature
can be accessed under the ServicePoint Setup menu, in a selection called “Model/Service Prices”. A checkbox, added to the Invoicing Code flat
charge setup, allows the user to specify that the model/service price should be
used when entering a work order task. If
a valid combination of model and service code is entered into the work order
task, the amount set as the flat price will be added to the first additional
charge (flat charge).
·
Ensure that any service
contract notes that have either the auto-pop
note ID in place, or the “Print on WO
form” box checked, are presented to the user during entry of all service
work orders that have a piece of the contract equipment included. Also, ensure that any contract notes that
have the auto-attach note ID assigned
are automatically attached to any work order opened that has a piece of the
contract’s equipment included.
·
Correction to the
non-keyword type of lookup in searches.
The seeded search by some columns did not work properly due to the
construction of the underlying SQL query.
·
Enable the View Contracts function for all
ServicePoint platforms. This menu
selection allows users to browse service contracts and drill down to equipment
detail, without the ability to make any changes to the contract or equipment
info.
·
Database changes for version 9.3, Build 111 (93108to93111.sql)
o Add new table
MODEL_SVC_FLAT_PRICE
o Add column ADD_MOD_SVC_TO_FLAT_CHG
to the table INVOICING_CODE
05/31/11 v9.3, Build 117.
·
Establish
compatibility with version 8.4.3 of CounterPoint SQL. ServicePoint is CP “version aware” and will
now function properly with any version of CounterPoint, from version 8.2.7 up
through version 8.4.3.
05/20/11 v9.3, Build 116.
·
Correction to the
customer equipment lookup performed after a customer and location are already
selected. Formerly, an “ambiguous reference”
message could be generated.
·
Ensure that any
previously calculated zone charges (in a work order’s additional charges) are
correctly recalculated if the Zone in
the work order General Information is changed.
·
Allow for ticket
and line discounts when marking a quantity of a material delivered from within
ServicePoint labor. This applies to
tickets created via trigger from a point of sale document only. Previously, an error could occur if a
discount had been given.
05/05/11 v9.3, Build 115.
·
Ensure that the
“quantity on order” columns in all tables are properly adjusted when a service
work order is transferred to CounterPoint POS for billing. This will allow those quantities to remain
accurate when the posting process in CounterPoint updates them.
04/28/11 v9.3, Build 114.
·
Enhancements to
the Technician Productivity reports.
Added the ability to select the type of date range to be used when
selecting the date range of items to be used for inclusion when printing.
03/17/11 v9.3, Build 113.
·
Correction to the
work order credit memo posting routines when interfaced to the Passport PBS SQL
accounting platform.
·
Ensure that parts
entries posted to inventory transactions in the PBS SQL platform always have
spaces when representing the “Central” warehouse. Previously, null values could exist, causing
the transaction write to fail.
03/11/11 v9.3, Build 112.
·
Added a new
button to the main toolbar in both Invoicing
Codes and Predefined Jobs, under
ServicePoint setup. The new button
allows duplication of the item currently on the screen to a new name.
·
Correction to the
Great Plains version of ServicePoint to preclude error caused by tax codes
defined in GP that are greater than 10 characters in length.
02/28/11 v9.3, Build 111.
·
Establish
compatibility with the new SQL version of PBS Software from Passport Software.
·
Correction to
Predefined Note maintenance in ServicePoint setup. Under certain conditions, entering Predefined
Notes maintenance on a newly installed system could result in an error.
·
Ensure that
equipment auto-pop and auto-attach notes are always processed when entering a
new work order.
·
Correction to
ensure that work order labor transferred to POS for billing has the correct qty
when a “time covered by flat charge” exists in the work order’s invoicing code.
02/18/11 v9.3, Build 110.
·
A new registration is required to activate version
9.3.110 of ServicePoint. For registered users, the installation of
version 9.3.110 should be followed by the entry of the new registration key,
using SpRegister.exe. If you do not have
a registration key for version 9.3.110, please contact us at 866-879-3867, or
email to support@rtmcs.com. Demonstration systems are unaffected.
·
Establish
compatibility with version 8.4.2 of CounterPoint SQL. ServicePoint is CP “version aware” and will
now function properly with any version of CounterPoint, from version 8.2.7 up
through version 8.4.2.
02/10/11 v9.3, Build 109.
·
Expansion of the
size of the work order number allowed in the work order lookup field in
scheduling and dispatching. Formerly,
scheduling a work order with an ID longer than 10 characters could cause an
error.
·
Modification to
the assignment of the default inventory location when sending a work order to
POS as a ticket or to history. If no
parts are used on a work order, use the default store from Control Information
and use the store’s default stocking location.
01/23/11 v9.3, Build 108.
·
An upgrade
procedure exists for version 9.3 build 108 of ServicePoint. Upon starting the software, ServicePoint will
detect the database version and attempt to run the upgrade utility.
·
Enhancements to
allow work order line items that have been transferred to a POS to be updated
if any changes are later made in ServicePoint.
·
Correction to the
routine that automatically highlights a scheduled event when clicked on in the
weekly view in the Schedule/Dispatch window.
·
Database changes for version 9.3, Build 108 (93100to93108.sql)
o Add column POS_LIN_SEQ_NO to
the tables WO_ADDL_CHG, WO_PARTS, WO_LABOR, HISTORY_WO_ADDL_CHG, HISTORY_WO_PARTS,
and HISTORY_WO_LABOR
01/11/11 v9.3, Build 107.
·
Correction to the
scheduling function to allow work orders to be selected from the calendar
screen, and then assigned to a tech.
12/15/10 v9.3, Build 106.
·
Added new ability
to schedule simple appointments in ServicePoint. The logged in user must be defined as a
“schedule only” type of user, and the schedule screen should be displayed. To schedule a simple appointment, the insert
button (green “plus” sign) is clicked without selecting a work order or CP
ticket first. Simple appointments are
meant to simply block out time on the schedule for a specific tech or resource,
allocated to a particular customer.
·
Enhancement to
the Weekly View tab in Scheduling/Dispatching.
When a grid cell is clicked in the view, the corresponding entry in the
Day View panel will be highlighted and the detail for the schedule item will be
displayed in the lower labor panel.
12/09/10 v9.3, Build 105.
·
Added new
filtering capability to work orders to allow selection by WO Status. The new filter
may be applied during work order maintenance, viewing of work orders, work
order history, and work order lookup.
·
Correction to
work order filtering by Service Code. Previously, selecting an individual service
code for filtering was ineffective.
·
Ensure that the
user-defined work order profile field type of “date” and “numeric” are properly
validated and enforced.
·
Modifications to
several reports to correct a condition that could cause labor from a work order
to print more than once. If multiple
notes were attached to an instance of labor, the labor line would be duplicated
for each note. If you have a
customized version of a work order invoice form, contact us for instructions on
making the correction to your custom report.
·
Updated report
files distributed in this release: WO listing.rpt, WO Invoice.rpt, WO
History Listing.rpt, History WO Invoice.rpt, and WO CR Memo.rpt.
11/17/10 v9.3, Build 104.
·
Correction to allow multiple invoice notes that have been entered onto
a service work order to be successfully transferred to POS. Formerly, a “duplicate key” message could be
received.
·
When a POS order is sent to ServicePoint to create a
service/delivery/installation work order, the line items that appear in
ServicePoint as parts will now display the literal “(From POS)” when displayed
in the work order parts used tab.
·
If the Radiant supplied CounterPoint customization to allow ticket line
item notes is installed, ServicePoint will now transfer work order labor notes
to the line that is created in CP ticket for labor.
11/10/10 v9.3, Build 103.
·
Ensure that the proper emailing procedures take place when updating a
work order status as a result of labor maintenance in the Schedule/Dispatch function.
If the old or new status contains provisions in its setup for producing
an email, follow the same procedure for sending as in work order maintenance.
·
Remove the delay in allowing a Crystal report to close the data
connection in the PBS version of ServicePoint, as this should no longer be
required.
·
Change the behavior of the Tab key in ServicePoint note
maintenance. When the cursor is located
in the body of the note, pressing Tab will now advance to the next word in the
note instead of moving to the next control in the note window.
11/01/10 v9.3, Build 102.
·
A new report has been added in this release of ServicePoint: Technician Applied Hours. This report can be found under
Reports/Management/Tech Productivity, and allows the printing out a detailed analysis
of technician hours for a selected time period.
To select this report, click the “Applied hours” option under “Type of
analysis” Hours are listed by type
(regular, overtime, special, etc), and are further broken down by chargeable
vs. non-chargeable time. A total of
billing is printed by tech during the analysis period, along with an average of
billed hours per work order.
10/28/10 v9.3, Build 101.
·
Add an option to the processing of the PM’s Due report to automatically open the work orders for maintenance
due. Additionally, labor may be
pre-scheduled for the task on the calculated PM due date.
·
Increase the delay in allowing a Crystal report to close the data
connection in the PBS version of ServicePoint.
10/22/10 v9.3, Build 100.
·
An upgrade procedure
exists for version 9.3 build 100 of ServicePoint. Upon starting the software, ServicePoint will
detect the database version and attempt to run the upgrade utility.
·
Implementation of status restrictions when entering transactions in Technician Time Entry. Specifically, labor entry restrictions, work
order “freezing” of changes, and selection for billing will all preclude labor
entry.
·
Perform housekeeping routines when closing a Crystal report in the PBS
version of ServicePoint. Attempting to
avoid issue with the use of multiple open XDBC connections that causes the
application to abort.
·
Database changes for version 9.3, Build 100 (9393to93100.sql)
o Add column PM_DUE_OPENED_WO_NO
to the table CUST_EQUIPMENT
10/12/10 v9.3, Build 99.
·
Processing of prepaid blocks of support time has been added to
ServicePoint. Usage codes can now be set
up to be of a type that tracks uses, hours, or minutes. When work order labor is entered against
equipment that has a “time tracking” usage code assigned, a new checkbox is
displayed called “Generate usage”.
Checking this box will cause a meter transaction to be generated for the
labor time when the work order is posted.
·
A new menu selection has been added to invoke a work order entry
wizard. This function will allow for a
simple work order entry process that is geared towards a customer beginning the
entry process for their own repairs.
·
Correction to the registration of the split billing and meter usage
options. Allow these options to be
turned on in the Control Information setup for demonstration systems, as well
as those systems that are registered for them.
09/27/10 v9.3, Build 98.
·
Correction to the processing that occurs when aborting the addition of
a new work order early in the entry process.
Under certain conditions, the ServicePoint application could hang.
·
Additional option to the schedule calendar display. The number of work orders represented in a
day is now broken down and displayed in the format 99 / 99. These numbers represent “closed” and “open”
labor items, respectively.
09/17/10 v9.3, Build 97.
·
New report added in this release of ServicePoint: Technician Productivity report.
This new item can be found under Reports/Management/Tech Productivity,
and will allow the user to print out a detailed profit analysis of work order
history, attributable to each service technician.
09/08/10 v9.3, Build 96.
·
Multiple corrections to the application of the labor time covered by an
invoicing code flat charge.
08/30/10 v9.3, Build 95.
·
Correction to the service address filter that can be set when in the
work order functions.
·
Properly assign the auto-zone charge when a work order service address
has a valid travel zone.
·
Adjust the work order labor billable hours for the time covered by the
task flat charge. The time covered by
the charge is set up in the task’s invoicing code.
08/16/10 v9.3, Build 94.
·
Debug version
08/12/10 v9.3, Build 93.
·
An upgrade
procedure exists for version 9.3 build 93 of ServicePoint. Upon starting the software, ServicePoint will
detect the database version and attempt to run the upgrade utility.
·
Creation of POS
orders from work order entry.
·
Correction in the
assignment of the inventory item expense sub account in the PBS version of ServicePoint.
·
Database changes for version 9.3, Build 93 (9389to9393.sql)
o Add column SENT_TO_POS_FLG
to the tables WO_ADDL_CHG, WO_PARTS, and WO_LABOR, HISTORY_WO_ADDL_CHG,
HISTORY_WO_PARTS, and HISTORY_WO_LABOR
07/21/10 v9.3, Build 92.
·
Add the work
order sales rep to the Work Order
Billing Edit List report.
·
Use a SQL View to
perform inventory item lookups in the Passport PBS compatible version of
ServicePoint. This allows the full use
of our lookup functionality, while improving the performance by limiting the
amount of data requested from the server.
·
Updated report
files distributed in this release: WO Bill Edit List.rpt.
07/06/10 v9.3, Build 91.
·
Allow a specific
task to be selected in the Schedule/Dispatch screen before assigning labor to a
work order. When a work order is
selected, the default first task is selected.
To switch tasks before adding labor, click on the work order tab to display the work order detail, and use the
up/down arrows in the task section to scroll through the available tasks.
·
Enable the use of a large number of defined companies for selection in
both the data install utility and the main ServicePoint executable. Dynamically allocate space for the number of
companies in use to allow as many companies as necessary, while maintaining
efficiency of memory usage.
07/01/10 v9.3, Build 90.
·
Allow gift
certificate type of payments for work orders in the CounterPoint version of
ServicePoint. A prepaid gift card may be
used as a payment method, and the amount charged will be removed from the card
remaining balance.
06/25/10 v9.3, Build 89.
·
An upgrade
procedure exists for version 9.3 build 89 of ServicePoint. Upon starting the software, ServicePoint will
detect the database version and attempt to run the upgrade utility.
·
Allow
ServicePoint to auto-assign the next customer properly when adding a customer
on-the-fly, and the next customer number is non-numeric. For example, 1-20023, ABC000631, etc.
·
Make updates to
the customer equipment field Model ID
a protected change. After the model has
been established, the field on the screen will be locked. To force a change of model, the user will be
required to press F2 to unlock the field.
After changing, model defaults such as warranty, PM schedule,
manufacturer, category, and sub-category will be brought in from the new
selection.
·
When applying
parts from a pre-defined job, make sure that the pricing type option of the
pre-defined part is brought over to the work order.
·
Added Technician
Schedule report to the available menu items for a schedule-only type of user.
·
Correction to the
routine that determines GL distribution posting accounts for credit memo work
orders in the PBS version of ServicePoint.
·
Database changes for version 9.3, Build 89 (9387to9389.sql)
o Add column PRICING_TYPE_FLG
to the table PREDEF_JOB_PARTS
06/11/10 v9.3, Build 88.
·
Ensure that labor
and parts costs are properly assigned when bringing in these types of lines to
a work order from a predefined job.
·
Correction to
schedule clock-in without a work order or CP order. In some cases, scheduling of resources
through the clock-in/clock-out function is done to reserve time, and then
create a hold ticket in CounterPoint upon completion. Due to the enforcement of labor entry
restrictions done in the previous build, and error condition was introduced
when attempting to schedule in this manner.
This has been corrected in this release.
·
Ensure that the
user’s saved Gantt chart row height is always applied in the schedule/dispatch
screen.
·
If an error
occurs when saving a customer added on-the-fly, rollback the uncommitted SQL
transaction. Save errors can occur from user-defined validation procedures, or
from invalid entry fields.
06/07/10 v9.3, Build 87.
·
An upgrade
procedure exists for version 9.3 build 87 of ServicePoint. Upon starting the software, ServicePoint will
detect the database version and attempt to run the upgrade utility.
·
Enforce any labor
entry restrictions from a work order’s invoicing code when attempting to
maintain labor from the schedule dispatch board. Formerly, a user could circumvent labor
restrictions through this function.
·
Do not attempt to
apply work order filters if the Cancel button is pressed in the filter entry
window. Previously, this was performing
redundant data retrieval, resulting in an unnecessary delay.
·
Added the ability
to prorate a first invoice for a contract.
If the checkbox to prorate is checked, the amounts calculated will be
based on the number of days from the contract
start date and the next invoice date. A daily amount will be determined using the
amount to bill per cycle and the length of the billing cycle. The amount charged for the first billing
period will then be the product of the number of days to be prorated and the
daily billing amount.
·
Database changes for version 9.3, Build 87 (9385to9387.sql)
o Add column
PRORATE_1ST_BILL_FLG to the tables CONTRACT and HISTORY_CONTRACT
o Update column SP_DB_VERSION
in the CONTROL_INFO table to the value “9.3.87”
05/17/10 v9.3, Build 86.
·
Added a new
field, Equipment removal date to the
customer equipment table and to the equipment maintenance/view functions.
·
Correction to the
posting of general ledger distributions for work order discounts in the PBS
compatible version of ServicePoint. The
receivable amount posted will now be for the discounted amount, with an entry
to the invoicing code discount account used to balance the receivable against
the full sales distribution amounts.
·
Fix to the GL
account lookup in the PBS version of ServicePoint. Using a keyword search on the Account No field was resulting in an
“ambiguous field” error. This has been
corrected.
·
Updated report
for the PBS version: CR Memo.rpt.
05/03/10 v9.3, Build 85.
·
An upgrade
procedure exists for version 9.3 build 85 of ServicePoint. Upon starting the software, ServicePoint will
detect the database version and attempt to run the upgrade utility.
·
System-wide
modifications to rounding routines for mathematical calculations. Ensure that rounding in all cases is done
consistently as symmetrical common mathematical rounding. Every incidence in which the significant
digit to determine direction of rounding is 5, always round to the next digit
away from zero.
·
Database changes for version 9.3, Build 77 (9377to9385.sql)
o Add column REMOVAL_DATE to
the tables CUST_EQUIPMENT and HISTORY_CUST_EQUIPMENT.
o Update column SP_DB_VERSION
in the CONTROL_INFO table to the value “9.3.85”
04/26/10 v9.3, Build 84.
·
Clock-in
reservations. When logged into the
schedule screen as a schedule-only type of ServicePoint user, using the
clock-in button without pre-selecting a work order will create a “hold” ticket
in CounterPoint. When the clock-out
function is used, a line will be released to the hold ticket that can then be
retrieved in CP POS and cashed out as a regular register ticket. This function was designed to be used as a
reservation or short-term scheduling system, where a time-based billing model
is desired. (billiards/game room, bike/skate/ski rentals, etc).
·
Make the grid
rows in the scheduling Gantt chart sizable by the user. The height of the rows in the Gantt chart may
be adjusted by clicking and dragging.
The new size will be stored by user and will be recalled upon entry into
the scheduling module. This was done to
facilitate use by touch screen users, and will enhance the ability to do
clock-in reservations on a touch screen register.
·
Ensure the
correct calculation of the equipment warranty end date during work order task
entry. Under some conditions, then end
date was being determined incorrectly.
·
Consider the line
discount for work order parts when creating sales distributions in the PBS
compatible version. Formerly, the line
level parts discount could cause an out of balance set of distributions for a
work order.
·
Code to allow for
an invalid registry entry for lookups that allow a selection from multiple
views. Previously, if the registry entry
for “type of lookup” contained an invalid value, hanging could occur.
04/15/10 v9.3, Build 83.
·
In all lookup
windows, clear any prior search keywords when changing sort columns. Previously, if the sort column was changed
after beginning a search, hanging of the application could occur.
·
Correction to
routines that check for work order labor scheduling conflicts. If a labor item existed for the same day as
some labor that was being entered/updated, but the existing item had no
schedule time entered, an error message stating “Invalid use of null” was being
generated.
04/12/10 v9.3, Build 82.
·
Added an option
to service work order invoice printing to allow using the work order number as
the system invoice number. Checking the
box below the starting invoice # will
enable this feature.
·
Corrections to
the PBS compatible version of ServicePoint.
Always create the correct tax code distribution account numbers when
selecting a work order for billing.
Also, allow for posting of the same inventory item number for multiple
invoices in the same run without encountering a “key duplication” message.
·
In all lookup
windows, clear any prior search keywords when changing sort columns. Previously, if the sort column was changed
after beginning a search, hanging of the application could occur.
04/09/10 v9.3, Build 81.
·
Correction to
work order posting account numbers for sales in the PBS compatible
version. Under certain conditions, the
profit centers were not being correctly formatted, resulting in an invalid account
number in sales distributions. This has
been corrected in this version.
04/05/10 v9.3, Build 80.
·
Ensure that when
a newly entered service contract is saved, the same contract remains displayed
on the screen.
·
Added a new tab
to the service address maintenance window for systems that post readings to an
address. The Usage History tab will
display the past 12 months of usage figures, along with a graph depicting
readings by month.
·
Correction to
notes processing to avoid an error occurring upon entry to notes for the first
time in a new system. Formerly, an error
message would be displayed upon invoking any notes window and the program would
terminate.
·
Addition to the feature to push an order in
CounterPoint over to ServicePoint automatically. When creating the work order, any notes
entered in CP for the order will be transferred to ServicePoint as work order
notes. If you have previously installed the POS transfer trigger in
ServicePoint, you must delete and reinstall the trigger after installation of
this build to avoid the problem. For a full
description of this functionality, please refer to the release of 01/06/10 v9.3, Build 71.
04/01/10 v9.3, Build 79.
·
Properly assign
the work order parts location when multi-warehousing is not in use in the Passport PBS compatible version.
03/30/10 v9.3, Build 78.
·
Allow the entry
of “Quantities delivered” for work orders created directly as a result of an
order entered into Point of Sale. This
feature is designed to be used in the delivery of bulk materials, such as
crushed stone or mulch. The entry of the
quantity may be performed by using a button in work order labor, labeled “Qty
Deliv”. The quantities delivered are
logged into a new line in the order, representing the actual quantity of
material sent. Delivered quantities are
also subtracted from the original ordered line.
When the deliveries are complete, the original order line will be
removed. This allows billing of the
actual quantity delivered for the order, as the delivered quantity may vary
slightly from the original order.
·
Added a new
filter for Service City to the
service schedule and to work order maintenance/viewing, allowing segregation of
service work by town.
·
Ensure that the
customer name and address information are put into the tooltip of the customer
number in work order maintenance and view functions. This allows the full accounting customer
information to display when the mouse pointer is placed over the customer
number.
·
Limit the entered
description for a predefined job to 30 characters.
·
Correction to tax
calculation routines in the Passport PBS compatible version that could formerly
cause a system hang when no tax was asserted.
03/15/10 v9.3, Build 77.
·
An upgrade
procedure exists for version 9.3 build 77 of ServicePoint. Upon starting the software, ServicePoint will
detect the database version and attempt to run the upgrade utility.
·
Addition of a
checkbox to the control information “Flags/Other” tab to allow the selection of
ServicePoint behavior when insufficient inventory is available for parts added
to a work order. The choices are:
Ignore, Warn, and Disallow.
·
Added street
address to the ServicePoint service address lookup window.
·
Ensure that the
current task is displayed when adding labor to a predefined job.
·
Correction to contract
lookups when sorting by the Contract
number column and performing a keyword search. Formerly an error message could be displayed.
·
Database changes for version 9.3, Build 77 (9371to9377.sql)
o Add columns REQUESTED_SCHED_DATE,
and INVENTORY_OVRD_FLG to the table CONTROL_INFO.
o Update column SP_DB_VERSION
in the CONTROL_INFO table to the value “9.3.77”
02/19/10 v9.3, Build 76.
·
Adjustments to
the credit checking routine to allow for customers whose outstanding balance is
equal to their credit limit. Also, allow for credit checking to be bypassed
completely for customers that have the value “SKIP” in their Credit Rating
field.
·
Allow for a
predetermined date to be set when entering the schedule screen. This provides for the passing of a requested
schedule date from the POS order entry screen when scheduling resources
directly from CounterPoint.
02/16/10 v9.3, Build 75.
·
Correct a problem
that could arise in scheduling due to certain date localization settings. If the Windows date format was set to dd/mm/yyyy
then date calculation errors could occur upon entering a schedule/dispatch
window.
·
Ensure that a
customer that has an outstanding balance over their allowable credit limit will
trigger a credit warning when a new work order is started.
·
Updated trigger
creation script for automatic addition of delivery or installation work orders
when saving a ticket in CounterPoint.
Previously, editing an existing triggered order or posting a triggered
document could result in an error. If
you have installed the POS transfer trigger in ServicePoint, you must delete
and reinstall the trigger after installation of this build to avoid the
problem.
02/01/10 v9.3, Build 74.
·
Added POS
document line Sub-Category to the available selections for transfer trigger
generation.
·
Added the ability
to select between the regular item description and the long description in
CounterPoint inventory part lookups. The
preferred lookup may be selected via a drop-down combo box in the lookup
window.
·
Changes to the Work
Order Billing Edit List report.
Improvement to the readability of the report layout, and margin amounts
and percentages have been added.
·
Adjustments to
the procedure for logging and storing the SQL Server login information for the
PBS compatible version. This corrects an
error during initial setup of the database on a new system.
·
Ensure that the
last selected font during note maintenance is always used as the default font
for entering a new note, as well as for predefined notes.
·
Updated report
files distributed in this release: WO Bill Edit List.rpt.
01/23/10 v9.3, Build 73.
·
Correction to the
customer lookup when printing the Work Order Profit Analysis report.
01/18/10 v9.3, Build 72.
·
Correction to
service work order posting. An error
message could be generated under certain conditions when posting a work order
with payments into ticket history for CP 8.3.8 and later. This has been corrected in this build.
·
An error could
occur when posting transferring a work order to point of sale version
8.3.9. If a labor line with no hourly
charge existed on the work order, the message “Non-nullable column cannot be
updated to null” could be given. This
has been corrected in this build
01/06/10 v9.3, Build 71.
·
An upgrade
procedure exists for version 9.3 build 71 of ServicePoint. Upon starting the software, ServicePoint will
detect the database version and attempt to run the upgrade utility.
·
New feature to
trigger an email to a tech or customer upon change of work order status. A setup option within the work order status
code maintenance allows this to be specified.
Checkboxes for notifying the latest active tech on the work order and/or
the customer will be included. A Crystal
Report format is used for formatting the message to the tech or customer.
·
New feature to push an order in CounterPoint over to ServicePoint
automatically. A function has been added
to ServicePoint to define a SQL trigger in the CounterPoint database that will
automatically create a work order in ServicePoint when requested by the user.
This will allow a CP document that has a certain type (order or ticket), a line
with a certain item number, or a line item with a certain category attached, to
schedule a service work order immediately upon saving the order. The new option can be found under “Utility /
Database Maintenance / Maintain POS transfer trigger”.
·
When using the
“Clock-in/Clock-out” function in the Schedule/Dispatch screen to immediately
assign a resource to a work order or CP ticket, do not default a schedule date
and time. This allows the assigned
resource to be placed into the slot on the board that corresponds to the
current date and time.
·
Adjustment to
database table access for tax calculation in work order view or maintenance to
allow for tax codes that may not exist in the accounting system. Previously, a hang could occur while trying to
retrieve the tax information for the Summary tab.
·
Correction to
direct printing of reports when one of the following tables is used in the
report: GL Accounts, SY Distributions, or AR Terms Code. Previously, an error could occur with a
message that the table was not found.
·
Database changes for version 9.3, Build 71 (9363to9371.sql)
o Add columns EMAIL_CHNG_TO_FLG,
EMAIL_CHNG_FROM_FLG, EMAIL_CUST_FLG, EMAIL_CUST_FORM, EMAIL_TECH_FLG, EMAIL_TECH_FORM,
EMAIL_THIS_ADDR, and EMAIL_THIS_FORM to the table STATUS_CODE.
o Add column ESTIMATED_COMPL_DATE
to the tables WO_TASK and HISTORY_WO_TASK.
o Update column SP_DB_VERSION
in the CONTROL_INFO table to the value “9.3.71”
12/14/09 v9.3, Build 70.
·
Correction in
scheduling CP orders in ServicePoint Scheduling/Dispatching: When assigning a resource to the schedule,
retrieve the CP order line price as the hourly rate. When completing the resource stop date/time
ensure that the hours to bill is sent back to the line as the quantity to bill.
·
Ensure that the
variable caption and column headers are properly replaced in all lookup windows
if they are included in the customized label file, sp_labels.ini.
·
Added a
“Clock-in/Clock-out” function to the Schedule/Dispatch screen. Using this button will automatically enter
the start date and time for a labor record that does not yet have one, or will
default the end date and time for a labor item that has already started. This button can greatly simplify the
immediate assignment of a resource to a work order or CP ticket by selecting
the WO or thicket, then clicking. This
will effectively add a new labor record to the selected order, immediately
defaulting the start date and time to the current values.
12/09/09 v9.3, Build 69.
·
ServicePoint now
has a version for direct interface with Passport Business Solutions accounting
from Passport Software, Inc. The
Passport version will run with versions 11.7 through 12 of PBS, as of this
release. Access to the PBS data is done
through the use of an AcuXDBC data source, which must be purchased and set up
separately. The ServicePoint database is
MS SQL, requiring an instance of Microsoft SQL Server to be installed.
12/04/09 v9.3, Build 68.
·
Correct a
condition that could cause an error when changing the type of service call
lookup using the drop down combo box. If
a value had already been entered into the keyword lookup field, an “Invalid
column” message was received.
·
Simplify the
process of scheduling a tech or crew for a work order in the Schedule/Dispatch
screen. If a specific technician’s
schedule is being viewed, use that tech by default when assigning a new work
order to the calendar.
12/03/09 v9.3, Build 67.
·
Data driven
screen labels - Users may now custom-tailor any menu selection or screen label
within ServicePoint to suit their specific needs. Setting custom labels can help make
ServicePoint more specialized for a specific industry or individual business. To change labels, edit the file
SP_Labels.ini, located in the server install directory.
11/18/09 v9.3, Build 66.
·
Debug version.
11/12/09 v9.3, Build 65.
·
Improve posting
efficiency to help avoid SQL timeout issues when retrieving recordsets from
very large system tables.
11/03/09 v9.3, Build 64.
·
Corrections for
recordset handling issues related to the data access changes in build 63 of
ServicePoint.
o
Lookups – Sorting
by some columns was not re-ordering the displayed recordset properly. Entering a value into the field lookup text
box did not result in a filter being applied.
o
Distributions –
GL distributions were not properly created with the updated GL account size in
the version 9.3.63 database.
o
CP ticket history
was not being accurately created for work order posting for service calls with
multiple parts assigned.
·
Correction to creation of CP ticket history for service contract
posting. If the CP SQL version is later
than 8.3.8, certain conditions were causing the ticket history header to not be
written properly.
10/27/09 v9.3, Build 63.
·
New utility recordset
logic for accessing both accounting system and ServicePoint tables. Ensure that only one database connection is
used for increased efficiency in data retrieval.
·
Set table path
for AR_TERMS_COD table in report printing or viewing. This allows columns from the terms code to be
included in ServicePoint reports and forms.
·
Database Changes for version 9.3, Build 63 (9339to9363.sql)
o Alter GL account number
columns in all tables to allow for storage of the largest possible account
number in PBS.
o Update column SP_DB_VERSION
in the CONTROL_INFO table to the value “9.3.63”
09/25/09 v9.3, Build 62.
·
Ensure that the
CounterPoint profit center method, as defined in account codes, is enforced
upon work order transfer to POS. Each
line’s inventory account code will be used to populate the resulting PS order
line with the proper profit center.
09/03/09 v9.3, Build 61.
·
Improved data
error checking when a new PM Schedule is defined under ServicePoint setup.
·
Correction to
Usage Code maintenance to avoid error message that could occur under certain
conditions. The error "Row handles
must all be released before new ones can be obtained" could be received
previously, and further processing of the code would not be allowed.
·
Limit the
characters in the phone number transferred to the invoice header during posting
to
08/28/09 v9.3, Build 60.
·
Correct an error
condition that could occur during posting of work orders into
08/11/09 v9.3, Build 59.
·
A new registration is required to activate version
9.3.59 of ServicePoint. For registered users, the installation of
version 9.3.59 should be followed by the entry of the new registration key,
using SpRegister.exe. If you do not have
a registration key for version 9.3.59, please contact us at 866-879-3867, or email
to support@rtmcs.com. Demonstration systems are unaffected.
·
Establish
compatibility with version 8.3.9 of CounterPoint SQL. ServicePoint is CP “version aware” and will
now function properly with any version of CounterPoint, from version 8.2.7 up through
version 8.3.9.
·
Correction to a
condition that could occur when transferring a work order to point of sale for
invoicing. If the WO to be transferred
contained a labor record with no hours to bill, an error message could be
displayed and the resulting CP order would not contain the labor line.
08/03/09 v9.3, Build 58.
·
Correction to
calculation of service contract tax amounts when assigning tax code by
individual line service address.
·
Correction to the
lookup of contracts by customer number in the Great Plains Dynamics version of
ServicePoint. Formerly, an error message
could be received indicating an ambiguous lookup column name.
07/06/09 v9.3, Build 57.
·
Added an option
to select the customer tax code during add on-the-fly.
·
Make the notes
entry window a unique process, tied to the window that opened it. This will allow multiple note windows to be
opened from different maintenance functions simultaneously. Also, ensure that the calling maintenance
window cannot be closed while the note window is still open.
·
Correction to
copy/paste routine while editing a rich-text note in ServicePoint. Previously, pasting could add the clipboard
contents to the note twice.
06/25/09 v9.3, Build 56.
·
Provisions to
allow the use of customers from CounterPoint or Dynamics that contain the
single-quote character in the customer ID.
Previously, several areas of ServicePoint maintenance and reporting
could generate an error message when a customer of this type was used.
06/22/09 v9.3, Build 55.
·
Improve the
assignment of the CounterPoint station ID when transferring a work order or
contract to POS, or when creating ticket history. Ensure that the station being used is
attached to the assigned store.
06/18/09 v9.3, Build 54.
·
Enhance the
ability to use user-supplied work order numbers. When keying in a work order number manually
and then using a predefined job ensure that the tasks are properly assigned to
the work order.
·
Improvements to
service contract equipment entry. When
entering a new piece of equipment onto a contract search for a match on
customer, location, model and serial. If
there is an existing piece of equipment that is not currently connected to a
contract, display that item with the opportunity to attach to the contract
currently being maintained.
06/16/09 v9.3, Build 53.
·
Correction to
scheduling/dispatching when interfaced to Dynamics. Formerly, when starting the schedule screen
in this version an error message would be given and the application could hang. This has been corrected in this build.
·
When creating
Dynamics invoice lines created during posting of work orders, inventory value
and COG distributions were not being created under certain conditions. This only occurred if the type of interface
selected in ServicePoint control information is to Sales Orders, and has been
corrected in build 53.
06/11/09 v9.3, Build 52.
·
Alter the
document number used when creating ticket history into CounterPoint. When a service contract or work order is
posted in ServicePoint, the AR open item is always created using the invoice
number as the document. In versions of
ServicePoint prior to this build, the contract number or the work order number
was used as the ticket number in the resulting ticket history. This practice caused the customer statements,
when printed in “apply-to” order, to be unable to print the line item
detail. As of this build, the ticket
history created in CounterPoint will use the invoice number as the ticket
number. An activity record will be
created for the ticket history that contains a reference to the contract or
work order responsible for the ticket post.
·
Correction to
allow a user-entered alphanumeric work order number to be used in the Dynamics
version of ServicePoint. Formerly, when
posting a work order that had alpha characters in the work order number, an
error could occur during posting.
06/04/09 v9.3, Build 51.
·
After altering
the customer on an existing work order as a protected change, update the work
order name, address, and contact information upon a change of service address.
·
Ensure that all
quantities of labor and additional items are considered “fulfilled” when sent
to GP Dynamics SOP during posting. This
correction only applies to those ServicePoint systems interfaced to Dynamics,
where the control file option is selected to post invoice transactions to sales
orders.
·
Correction to
allow additional charge items that have no sales amount to be properly posted
Great Plains Dynamics.
·
When posting work
orders or contracts to CounterPoint, create document history tax records for
all appropriate tax authorities, even if the calculated tax amount for the
authority is zero. This more closely
matches the processing for CP tickets, and will allow complete sales reporting
for taxes in CP.
06/01/09 v9.3, Build 50.
·
Support for entry
of “gridded” inventory items. Add a
popup window in work order parts maintenance for items set up as tracking grid
information. Grids are used to track
specific combinations of item attributes, such as size, color, year, weight,
etc. Entering the grid information on
work order parts will allow the information to print on work orders, invoices,
and other work order reports. The grid
information will also be sent to the CP ticket files and ServicePoint history
upon posting. Proper quantities will be
committed and relieved for the combination of attributes selected.
·
Updated report
files distributed in this release: WO listing.rpt, WO Bill Edit List.rpt, WO
Form.rpt, WO Invoice.rpt, WO History Listing.rpt, and History WO Invoice.rpt.
05/18/09 v9.3, Build 49.
·
Add a grid to the
service contract maintenance screen to display a list of work orders billed
against a contract. A tab has been added
to the bottom of the screen that will allow the user to toggle between the list
of contract equipment and the list of work orders. For metered equipment users, a third tab for
accumulated contract meters will be available.
·
Additional
processing when posting service work orders and contract to version 8.3.8 and
later of CounterPoint SQL. Ensure that
the unique document ID assigned to an invoice is updated in the resulting open
item. This allows a linkage to be
established between the AR document and the ticket history tables.
05/13/09 v9.3, Build 48.
·
When looking up
work orders by task, suppress the display of the work order dispatch note.
·
Add an Address ID column to the service
contract lookup window. If a single
service contract has equipment attached from multiple service addresses,
multiple lines will appear in the lookup.
·
Ensure that the
“Keyword” entry field has focus by default in all lookup windows.
·
Change handling
for all work order maintenance recordsets to avoid the message “Operation was
canceled” that could occur under certain conditions when saving a work order.
05/06/09 v9.3, Build 47.
·
Correction to the
lookup of CP Schedule orders when interfacing to CP SQL version 8.3.8.
·
Added work order
tax amount back into the WO History Listing report. During the last update to this report, it was
inadvertently removed.
·
Adjustments to
cost amounts sent to CP version 8.3.8 when transferring specific line items to
POS for billing. Non-inventory items
will get the cost_of_sls_pct sent to the price/cost table, and the true cost of
labor and additional items are now passed to the CP ticket as the entered cost.
·
Updated report
file distributed in this release: WO history listing.rpt.
04/28/09 v9.3, Build 46.
·
Added columns to
the lookup for CP Schedule Orders in the ServicePoint schedule screen. The order ship
date and ship zone have been
added.
·
Adjustment to the
creation of ticket line entries created in version 8.3.8 of CounterPoint, when
transferring a work order to POS for billing.
When releasing the resultant order in CounterPoint, the line cost was
not being properly calculated prior to this release. This has been corrected in this build.
·
Disallow work
order credit memo processing for cash customers.
·
Correction to
column names posted to a
04/23/09 v9.3, Build 45.
·
Change the way
that customer address and phone number searches are done in ServicePoint. In previous versions, the ServicePoint
service address table was used to do a lookup when attempting to find a
customer by address or phone number. As
of this build, a SQL union of the customer table from the accounting platform
and the service address table from ServicePoint is done to provide a complete
listing of all available customers on the system.
·
Allowance for
temporary ServicePoint registration.
Registration keys for temporary trial use may now be used. These keys will contain a date of expiration,
at which time the program will revert to demonstration mode.
·
Correction to the
selection of labor to be included when printing the Technician Schedule
report. Formerly, requesting a selected
date range using the labor start date
would not work as expected.
04/14/09 v9.3, Build 44.
·
Correction in the
interface to Great Plains Dynamics.
Allow overwriting of work order parts descriptions for inventory items
not specified as “sales inventory” type.
04/13/09 v9.3, Build 43.
·
Provide for
auto-login into the ServicePoint software when called directly from
CounterPoint. With the proper setup,
starting ServicePoint from a CounterPoint menu selection or from a button in
Point of
·
Allow customer
service addresses to be added on-the-fly from work order maintenance and
customer equipment maintenance. The
service address lookup window will now have an “Add new” button that can be
used to call up the service address entry window.
04/07/09 v9.3, Build 42.
·
Correction to the
joining of tables for order lookup, when interfaced to CounterPoint version
8.3.8. The document line was not being
included in the returned results.
·
When selecting a
work order for billing to a cash customer, a check is run to see if there is a
balance due. Prior to this version, a rounding
error could occur, causing a message to be displayed and disallowing the
selection of the work order. This has
been corrected in this release.
04/06/09 v9.3, Build 41.
·
If the currently
displayed work order tab is Task Detail,
Labor, Parts Used, or Additional
Charges and there are pending changes, clicking on a different tab will now
trigger an automatic save. This ensures
that all components of a work order section are saved before working on a
different section.
·
When
automatically changing work order status based on maintenance to service labor,
do not immediately implement any status restrictions. This allows labor to be completed and other
changes to be made when the completed status freezes work order changes.
03/30/09 v9.3, Build 40.
·
Update the
methodology used to perform profit center substitution in Focus service call
posting. When assigning a profit center
from CounterPoint (store, location, etc), assume that the profit center is set
up as a masked account number (i.e. XXXX-100), where the actual profit center
is in its proper location.
·
Change recordset
handling to avoid the message “Operation was canceled” that could occur under
certain conditions when saving a work order.
03/25/09 v9.3, Build 39.
·
An upgrade
procedure exists for version 9.3 build 39 of ServicePoint. Upon starting the software, ServicePoint will
detect the database version and attempt to run the upgrade utility.
·
New option:
Scheduling of CounterPoint orders from within ServicePoint. A CP order may now be scheduled in
ServicePoint without adding a work order first.
This can be done for any order having a line item with the item category
of “SCHED”. Unchecking the “Service
orders” option box at the top of the ServicePoint schedule window, allows
lookup of the CP orders to be scheduled.
Assigning a tech to the order will update the order sched line item
reference with the schedule date info.
·
New
multi-industry demonstration data install utility. We have released a new version of our demo data
install module that will allow selection of data for different type of
companies. Until the next full build of
the ServicePoint setup module, this will be available as a download from our
website.
·
Enhanced customer equipment lookups.
Two different types of customer equipment methods are now allowed: Equipment,
serial number, and Equipment, tag ID. Also, the customer name is now included as
one of the sortable lookup grid columns in both methods.
·
Implement profit
center substitution in Focus service call posting. New checkboxes have been added to the
ServicePoint invoicing codes to allow
distributions to be modified based on the account code setup in
CounterPoint. If these boxes are
checked, and a specific profit center method is assigned in CP, the specified
method will be used to build the GL distribution account when posting.
·
Added additional
checks to the posting of ServicePoint transactions to the SOP module in
Dynamics to ensure that null values are not introduced into the GP database.
·
Correction to
service address maintenance. Properly
enforce the flag set in Control Information that allows, or disallows, service
address contact information to be overridden for “Main” addresses.
·
Database Changes for version 9.3, Build 39 (9335to9339.sql)
o Add columns
LBR_ACCT_PFT_CTR_FROM_ITEM and MISCACCT_PFT_CTR_FROM_ITEM to the table
INVOICING_CODE
o Update column SP_DB_VERSION
in the CONTROL_INFO table to the value “9.3.39”
02/06/09 v9.3, Build 38.
·
Debug version.
02/05/09 v9.3, Build 37.
·
When electing to
post ServicePoint invoice to the Dynamics SOP module, allow for version 9
01/14/09 v9.3, Build 36.
·
Added a new
option for posting in the Great Plains Dynamics version of ServicePoint. The user now has control over where the
resulting invoices will be sent. On the
Control Information “Flags” tab in setup, a new radio button exists, called
“Post Great Plains transactions as”. The
choices are Sales orders or Invoices. Selecting Invoices
will cause ServicePoint to post as in previous versions, creating invoices in
Dynamics as an Invoicing Batch. If the Sales orders option is selected, the
resulting invoices in Dynamics will be created in a Sales Batch.
·
Correction to
preclude error occurring upon startup of ServicePoint when no registration has
been entered.
12/20/08 v9.3, Build 35.
·
An upgrade
procedure exists for version 9.3 build 35 of ServicePoint. Upon starting the software, ServicePoint will
detect the database version and attempt to run the upgrade utility.
·
Implement
licensing for a new type of ServicePoint user, “Schedule-only”. Two separate user counts will be tracked as
of this build. Full users will be
tracked as in previous releases of ServicePoint, while the schedule-only users
will be tracked via a new flag in the ServicePoint user setup function. If schedule-only users have been licensed on
the system, an option button will now appear in user setup called “User
type”. Upon login to ServicePoint the
user type will be used to determine the pool of users to be used for entry into
the system. A schedule-only user will be
limited to viewing and entry of schedule items.
·
Database Changes for version 9.3, Build 35 (9326to9335.sql)
o Add column USER_TYPE to the
table SP_USER
o Add column GP_TRX_TYPE_FLG
to the table CONTROL_INFO
o Update column SP_DB_VERSION
in the CONTROL_INFO table to the value “9.3.35”
12/10/08 v9.3, Build 34.
·
Ensure that all
types of profit center methods for CounterPoint inventory distributions are
properly supported. Specifically, the
profit center method of “Store” must be taken from the work order first,
followed by the ServicePoint control information store value.
12/04/08 v9.3, Build 33.
·
Update to the
ServicePoint client program. Enhance the
ability of the client to locate the ServicePoint server install on systems with
limited permissions, or when accessing the software via Terminal Server. The build of the ServicePointClient.exe file
is 2.1.0.
·
Correction to
error message that could occur during service contract invoice posting. If the CounterPoint SQL version in use was
prior to 8.3.8, and error could be given indicating an invalid table name,
“ps_tkt_hist_contact”. This has been
corrected in this build.
11/12/08 v9.3, Build 32.
·
Changes all
“Problem code” references to “Service code”.
This new terminology more accurately reflects the purpose of this setup
item, as it is used to represent the type of service to be performed on a
service task.
·
Correction to
columns updated in the CounterPoint ticket file during transfer of a work order
to POS for billing. Formerly the ORD_TOT
and ORD_TAX_AMT fields were not being saved under certain circumstances.
10/20/08 v9.3, Build 31.
·
Changes to the
posting routines in ServicePoint that should preclude getting a duplicate key
error on the distribution file (IVC10300) in the Dynamics database. Even though this would only occur if the same
invoice number is re-used, ServicePoint will now check for existing
distributions entries, and increment the sequence # when necessary
10/11/08 v9.3, Build 30.
·
In notes
maintenance, ensure that the button to apply a predefined note is always
properly enabled.
10/10/08 v9.3, Build 29.
·
Allow the
insertion of graphic images in-line on ServicePoint notes. When a document, picture, or other object is
dragged (or cut and pasted) into a note, it becomes an embedded object. An icon then appears in the note, which will
display the linked item when clicked. A
new button has now been added to the notes toolbar to allow direct insertion of
a picture file into the note. Clicking
the button will open a browse window to select a picture file. Selecting a file will bring the image into
the note, storing it directly in the SQL database notes tables.
·
Correction to
rounding error that could occur when billing fractional quantities of labor
hours or inventory parts used. Under
certain conditions, totals could be calculated that were resulting in
distribution posting that was out of balance by pennies.
·
General
improvements to notes processing in ServicePoint. Modify the spell checking routines to
preserve the formatting of text, including font, color, layout, and inclusion
of pictures. Also, allow the note entry
screen to resize dynamically when the window size is changed. Save the size and position of the notes
window for restoration upon reentry.
·
Updated report
files distributed in this release: WO bill edit list.rpt, WO listing.rpt.,
WO history listing.rpt, WO cr memo.rpt, WO invoice.rpt, History WO invoice.rpt.
10/02/08 v9.3, Build 28.
·
A new registration is required to activate version
9.3.28 of ServicePoint. For registered users, the installation of
version 9.3.28 should be followed by the entry of the new registration key,
using SpRegister.exe. If you do not have
a registration key for version 9.3.28, please contact us at 866-879-3867, or
email to support@rtmcs.com. Demonstration systems are unaffected.
·
Establish
compatibility with version 8.3.8 of CounterPoint SQL. Substantial changes to the interfaces between
ServicePoint and CP SQL to allow for the redesigned ticket and history tables
in CounterPoint. Changes have been made
to PS ticket lookup, PS ticket line lookup, work order posting, service
contract posting, work order transfer to POS, and POS work order transfer.
·
Correction to a
condition that could occur if the service work order maintenance window was
closed immediately after transferring a work order to Point of Sale for
billing. Previously, a message
indicating that a work order is selected for billing was erroneously displayed.
09/12/08 v9.3, Build 27.
·
Enhance the
“full” format of Work Order Listing and Work Order History reports to make them
more readable. Also added totals by work
order task to both reports.
·
Updated report files distributed in this release: WO Listing.rpt, WO History
Listing.rpt.
08/22/08 v9.3, Build 26.
·
An upgrade procedure exists for version 9.3 build 26 of
ServicePoint. Upon starting the
software, ServicePoint will detect the
database version and attempt to run the upgrade utility.
·
New checkbox in control information, under
the Flags/Other tab – “Perform labor schedule conflict checking?” Uncheck this box to disable checking for
labor schedule time conflicts in work order time entry.
·
When defining usage billing codes, increase
the allowable decimal precision for the “charge per use” to 5. Previously, the number of entered decimals
was limited to 4.
·
Correction to illegitimate error message that could be received in
service contract maintenance. Under
certain conditions, the message “This item is currently being invoiced” could
be mistakenly displayed.
·
Maintain the column Last_Usage_Bill_Amt in the table
CUST_EQUIPMENT. Any amount calculated
during contract billing will be left in this field until the next billing
calculation cycle. Formerly, this column
was zeroed during the contract posting process.
·
Database Changes for version 9.3, Build 26 (9317to9326.sql)
o Add column LABOR_CONFLICT_CHECK_FLG
to the table CONTROL_INFO
o Alter columns CHG_PER_USE_(1-6)
to 5 decimal places in the table USAGE_CODE
o Update column SP_DB_VERSION
in the CONTROL_INFO table to the value “9.3.26”
08/13/08 v9.3, Build 25.
·
Temporarily remove the check for labor
schedule conflicts. This will be
re-implemented as a setup choice in the ServicePoint control information.
08/07/08 v9.3, Build 24.
·
When taxing roll-up contract meter usage,
allow for contracts that use the service address tax code. Those accumulated charges will be taxed using
the customer assigned tax code.
08/07/08 v9.3, Build 23.
·
When defining usage billing codes, increase
the allowable decimals for the charge per use to 4. Previously any entered charge per use would
be rounded and redisplayed as 3 decimals.
·
Correction to the calculation of overage amounts during selection of
contracts for invoicing. Previously, if
multiple equipment lines on a contract had overage amounts generated, only the
first equipment line would have the additional billing amount included on the
invoice.
·
If a contract has an accumulated contract-level meter usage bill amount
at post time, ensure that the proper line and distribution are created when
posting to
07/29/08 v9.3, Build 22.
·
When transferring a work order to the
CounterPoint ticket files, use the customer name and address for the bill-to
information, and use the service address for the ship-to.
·
Correction in the routine to transfer parts serial numbers used to the
CounterPoint ticket.
07/23/08 v9.3, Build 21.
·
Correction to allow calculation of
contract-level meter overage charges for contract invoicing. Referred to as contract accumulators, these
meters are aggregated from assigned individual equipment meters.
·
Handle negative sales amounts in contract lines when posting to
·
Correction to the meter reading posting journal and edit list in the
·
Updated report file distributed in this release: Meter Reading Edit
List.rpt.
07/16/08 v9.3, Build 20.
·
Updates to the contract posting routines for
use in a Great Plains Dynamics install.
Always ensure that the sales batch header is updated with the correct
number of supporting transactions, and their total billing amount.
·
Correction to tax line posting in
·
Ensure that credit amounts in contract
invoices are properly represented in the resulting invoice distributions in
07/14/08 v9.3, Build 19.
·
Updated routines
to upgrade Focus data files into a ServicePoint SQL database.
·
Correction to contract billing amount
calculation when a meter with overage is included.
06/20/08 v9.3, Build 18.
·
Corrected typo in
the assignment or contract roll-up meters used for usage billing.
·
Enhance the
standard work order form report to allow printing of multiple task notes per
task. Previously, only the first task
note designated to print on the form would be shown.
·
Updated report file distributed in
this release: WO Form.rpt.
·
Add logic to warn of labor schedule time
conflicts. Saving labor in work order maintenance
or in the schedule board will now display a list of conflicting work orders and
their times, with an option to continue or abort the save.
05/06/08 v9.3, Build 17.
·
An upgrade procedure exists for version 9.3 build 17 of
ServicePoint. Upon starting the
software, ServicePoint will detect the
database version and attempt to run the upgrade utility.
·
Added processing
of the Preventive Maintenance Due report, located under Reports/Management.
·
Correction to the
distribution date of the discount entry created during posting of a service
credit memo. The distribution for
discounts should be made as of the credit memo print date. Previously, this entry was being made with
the original invoice date.
·
Enforce
upper-case limitation for address state abbreviations entered through
ServicePoint. CounterPoint does not
accept lower case characters in the state in transferred tickets or history.
·
New report file distributed in this release: PMs Due.rpt.
·
Database Changes for version 9.3, Build 17 (9315to9317.sql)
o Add columns PM_DUE_RPT_NEXT_DATE,
PM_DUE_RPT_EARLY_DATE, PM_DUE_RPT_LATE_DATE, and PM_DUE_RPT_INCL_FLG to the
table CUST_EQUIPMENT
o Update column SP_DB_VERSION
in the CONTROL_INFO table to the value “9.3.17”
05/02/08 v9.3, Build 16.
·
Implement “Save
and continue” logic in all ServicePoint windows. When the save button is clicked in a toolbar,
save the changes but do not clear the screen, allowing further maintenance to
the record. The save and continue can be
processed from the keyboard using Ctrl+S, while the previous save and clear
functionality can still be done by pressing Ctrl+Enter.
·
Correction to the
work order task lookup in Reassign WO
Charges. Previously, the data
returned for the work order number and the task number would be put into the
wrong fields on the screen.
·
Added a secondary
“Are you sure?” confirmation message to the delete of a work order task when
the task has either parts or labor assigned.
·
Correction to the
inventory quantities updated during the posting of a service credit memo. Previously, if inventory tracked parts were
on a credited work order, the quantity committed was being reduced. This was creating a miscalculated quantity
available for the item.
·
Enforce
upper-case limitation for address zip codes entered through ServicePoint. CounterPoint does not accept lower case
characters in transferred tickets or history.
04/11/08 v9.3, Build 15.
·
An upgrade procedure exists for version 9.3 build 15 of
ServicePoint. Upon starting the
software, ServicePoint will detect the
database version and attempt to run the upgrade utility.
·
Do not allow selection of a contract for billing if no line items are
attached.
·
When assigning a tax code to a contract, the option exists to leave it
blank to use the tax code from each line’s service address. When the contract is billed and posted, a
ticket history entry is created in the accounting system to represent the
ServicePoint invoice. Previously for
these types, the literal “Use Addr” would appear in the tax code in the ticket
history. This could create a problem
with viewing the ticket history under some conditions, so a valid tax code will
now be applied to each history ticket.
·
Correction to work order credit memo posting. Allow for negative amount when updating the
customer “Last sales amount” and adjusting the customer balance.
·
Add a default work order problem code in the control file setup
information. Utilize this default when
adding a new task to a work order.
·
Database Changes for version 9.3, Build 15 (9313to9315.sql)
o Add column DFLT_PROBLEM_CODE
to the table CONTROL_INFO
o Update column SP_DB_VERSION
in the CONTROL_INFO table to the value “9.3.15”
03/18/08 v9.3, Build 14.
·
ServicePoint is now compatible with Microsoft Great Plains Dynamics,
version 10. This extends compatibility
to all Dynamics versions from 7.5 to 10.0.
·
Corrections to keyword searches during lookup of inventory locations in
a
·
New demonstration data for the Great Plains Dynamics version of
ServicePoint, when running with GP version 10.
03/09/08 v9.3, Build 13.
·
An upgrade procedure exists for version 9.3 build 13 of
ServicePoint. Upon starting the
software, ServicePoint will detect the
database version and attempt to run the upgrade utility.
·
Add a default technician to work order problem code definition. This default tech will then be utilized when
adding labor to a service work order.
When entering new labor the task problem code will first be checked for
a default tech. If a default is not
found, the work order service address will be checked for a default. If a tech is not found in either place, the
tech lookup window will open, allowing the user to select from the list.
·
A new utility has been added to create ServicePoint model setup data
from selected inventory item records.
The utility exists under “Utility/Create eqp model data”. A range of item number, categories, and
subcategories may be selected for processing.
·
Database Changes for version 9.3, Build 13 (9307to9313.sql)
o Add column INACTIVE_FLG to
the table SVC_TECH
o Add column SVC_HOLD_FLG to
the table SVC_ADDRESS
o Update column SP_DB_VERSION
in the CONTROL_INFO table to the value “9.3.13”
03/05/08 v9.3, Build 12.
·
Ensure that all ServicePoint reports having a sort option will sort
correctly based on the user’s choice. In
some cases, sorting did not occur properly.
·
Updated report files distributed in this release: Contract Bill Edit
List.rpt, Contract Invoice.rpt, Contract Listing,rpt, Customer Equipment
List.rpt, History WO Invoice.rpt, WO Bill Edit List.rpt, WO History Listing Brief.rpt, WO History Listing
Task.rpt, WO History Listing.rpt, WO Invoice.rpt, WO
Listing Brief.rpt, WO Listing Task.rpt, WO Listing.rpt.
02/20/08 v9.3, Build 11.
·
Add printing of the work order labor notes to the full format of the
Work Order Listing and the Work Order History reports.
·
Update the invoice reprint report file to automatically print the
proper document type (Invoice or CR Memo) based on the type of document used to
create the work order history.
·
Updated report files distributed in this release: WO Listing.rpt, WO History Listing.rpt, and History
WO Invoice.rpt.
·
Modify the selection of a work order in the
“Reprint Work Order Invoices” to include the associated invoice number. This adds the ability to individually select
one of several work orders in history having the same work order number. This can commonly occur in the case of a
credited work order, having a credit memo and/or a re-billed order.
02/05/08 v9.3, Build 10.
·
Added spell checker functionality to notes
maintenance throughout ServicePoint. The
spelling of the text within a note may be checked by pressing F7 while in the
body of the note text, or by using the toolbar button. The Microsoft Word spell checker is used.
·
Correction to condition that could occur
under some circumstances in which fonts of reports sent to printers were
enlarged, causing unreadable output. The
distributed version of Crystal Reports as of this build is XI SP4.
01/29/08 v9.3, Build 9.
·
Correction to the calculation of parts
pricing in a
01/21/08 v9.3, Build 8.
·
Added the printing of an indicator for techs set to inactive status
onto the service tech listing report.
·
Add printing of the work order labor notes to the standard invoice
report forms.
·
Updated report files distributed: Service Tech Listing.rpt, WO Invoice.rpt, History WO Invoice.rpt,
and WO CR Memo.rpt.
·
Correction to the attachment of service
address notes to work orders. Ensure
that no auto-attachment occurs if the auto-attach note ID has not been set up
in ServicePoint control information.
·
Update to the labor time validation routine
in the schedule/dispatch screen to allow the removal of labor times from an
existing labor record.
12/31/07 v9.3, Build 7.
·
An upgrade procedure exists for version 9.3 build 7 of
ServicePoint. Upon starting the
software, ServicePoint will detect the
database version and attempt to run the upgrade utility.
·
Added service
address ID to the work order filters.
This will assist in searches for work orders, both unbilled and history,
for a particular location.
·
Allow service technicians to be specified as “Inactive”. Setting this flag in Setup/Service Techs will
preclude the tech from automatically appearing in technician lookups. A button has been added to the lookup to
include the inactivated techs. When
specifying an inactive tech while adding labor to a service task, a warning is
displayed.
·
Service hold by service address.
A checkbox has been added to the Service Address maintenance window to
specify a single address as being on service hold. If this box is checked, work order entry for
this address will not be allowed.
·
Correction to the lookup of work order tasks in the tech time entry
screen. If no work order was selected
prior to the task lookup and error could occur.
·
Database Changes for version 9.3, Build 7 (9306to9307.sql)
o Add column INACTIVE_FLG to
the table SVC_TECH
o Add column SVC_HOLD_FLG to
the table SVC_ADDRESS
o Update column SP_DB_VERSION
in the CONTROL_INFO table to the value “9.3.07”
12/21/07 v9.3, Build 6.
·
An upgrade procedure exists for version 9.3 build 6 of
ServicePoint. Upon starting the
software, ServicePoint will detect the database version and attempt to run the
upgrade utility.
·
Increase the length of the predefined notes description from 30 to 50
characters.
·
Enhancements to the methods used to transfer PS orders to ServicePoint
work orders. Transfer can be initiated
on any ticket with profile code #5 set to the value “yes”. When the transfer is done, any lines that are
orders, or are special orders with sufficient qty to ship, will be sent to a
ServicePoint work order as part lines.
If the ServicePoint work order is later transferred back to PS for
billing, only added or updated lines will be merged into the original
order. This will allow any additional
parts or labor used for a delivery or install to be included on the order. Item serial numbers added to the work order
will be transferred also.
·
Database Changes for version 9.3, Build 6 (9305to9306.sql)
o Alter column DESCRIPTION
length to 50 characters in the table PREDEF_NOTES
o Add column XFERRED_FROM_POS
to the tables WO_PARTS, HISTORY_WO_PARTS, WO_PARTS_SERIALS, and
HISTORY_WO_PARTS_SERIALS
o Update column SP_DB_VERSION
in the CONTROL_INFO table to the value “9.3.06”
12/18/07 v9.3, Build 5.
·
An upgrade procedure exists for version 9.3 build 5 of
ServicePoint. Upon starting the
software, ServicePoint will detect the database version and attempt to run the
upgrade utility.
·
New settings exist in ServicePoint control information to control
certain behaviors. The new options can
be found on the Flags/Other tab.
o “Auto
select text” will affect whether or not the initial contents of a screen
field are highlighted when receiving focus.
If this box is checked, tabbing to a new field on any screen within
ServicePoint will result in the existing contents of the field being selected.
o “Suppress WO item lookup” controls whether the inventory item search
window is opened up automatically when the part insert button is pressed in
work order parts used. Suppressing this
feature is useful if inventory parts are usually scanned for barcodes.
·
Properly default the lookup type for search windows that have multiple
choices. If no type has been previously
selected, always use the first option.
·
Add customer range (starting/ending customer) to the work order listing
report and the work order history report.
·
When maintaining ServicePoint control information, the auto-pop and auto-attach
note ID’s will be converted to uppercase as they are entered.
·
Database Changes for version 9.3, Build 5 (9266to9305.sql)
o Add columns SUPPRESS_AUTO_ITEM_LOOKUP_FLG
and AUTO_SEL_TEXT_FLG to the table CONTROL_INFO
o Update column SP_DB_VERSION
in the CONTROL_INFO table to the value “9.3.05”
12/11/07 v9.3, Build 4.
·
New options have been added to assist in the lookup of work
orders. A combo box has been added to
the work order search window to allow selection by work order task. When the work order task option is selected,
searchable columns include task name, invoicing code, equipment description,
and serial number. This option works for
unbilled work orders, as well as history.
·
Enhance the
lookup and positioning of the recordset when viewing work order history. Ensure that the proper record is returned
when selecting one of the work orders split billed for a single job. Also, position properly within the recordset
so that subsequent scrolling will correctly resume with the prior, or next,
row.
·
When transferring a work order part line to a point of sale order for
billing, check for an assigned serial number count in order to assign the
entered number of serial numbers to the line.
11/29/07 v9.3, Build 3.
·
Compatibility with CounterPoint version 8.3.7. Program compatibility and a new version of
the DataInstall utility, including 8.3.7 demonstration data.
·
New restriction
when transferring a ServicePoint work order to POS. When the immediate transfer function is
invoked, the work order will be checked for a valid sales rep. If no sales rep is found, a message will be
given and no transfer will take place.
Orders created in CounterPoint POS without a valid sales rep do not
release properly.
11/07/07 v9.3, Build 2.
·
Updated report
files for the
·
Correction to the
ServicePointClient executable. Formerly,
the location of the specified instance of the ServicePoint server that the
client was pointing to was stored in the wrong registry key. This typographical error has been fixed.
10/19/07 v9.3, Build 1.
·