ServicePoint
release notes
Version 9.3
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 previously, 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.