R.2023.1116 Texada Web Release Notes

Ticket #

Description

LP-6537

The Product Substitution window will no longer pop up when adding a Product that does not check availability to a Contract.

LP-6536

Cash Customers will now be required to pay a deposit upon creating a Contract in Texada Web, as is currently the case in Texada SRM.

LP-6325

When creating or editing a Contract, the Contract Info panel will automatically be expanded if any of the custom fields are required.

LP-6252

Adding a Site to a Contract will now be captured in the Contract's History panel.

LP-6183

When completing a Product Substitution for a Contract in Texada Web, the “Reason for Substitution” field is required. The options in this drop-down are established via the “Substitution Reason Codes” tool in Texada SRM. If no reason codes have been created in Texada SRM, it will be impossible to submit a Product Substitution in Texada Web.

To communicate this, opening the Product Substitution window when no reason codes exist will now cause a window to pop up that reads: “No reason codes exist. Please review the system configuration.”

LP-6624

Fixed an issue affecting Contract creation in which the Salesperson on a Contract would be set to "HOUSE" when a Customer was selected. Attempting to create the Contract would then result in a "No salesman provided" error.

LP-6596

Fixed an issue affecting Asset search during Contract creation or editing in which Assets that were out on stale-dated Contracts (Contracts whose expiry date has passed, but for which a Rental Return has not been completed) were incorrectly displaying as available.

LP-6586

Fixed a bug affecting Contract creation in which Products added to a Contract would occasionally be spontaneously removed from the Contract under certain circumstances.

LP-6566

Fixed an issue in which the Unit Total or Product Total displayed for a Contract would occasionally be incorrect. 

Ticket #

Description

LP-6614

The amount of time it takes to export the contents of the Asset List and Parts List pages has been reduced.

LP-5842

Fixed an issue affecting the Asset List page in which Assets out on a Contract or Ticket would occasionally not be indicated as such in the Asset Document Status Filter column.

Ticket #

Description

LP-6542

It is now possible to issue refunds when completing Rental Returns in Texada Web. This is useful in situations where the deposit amount exceeds the cost of the rental.

LP-6675

Fixed an issue affecting the "Add Payment" window in which the Balance Due amount would occasionally be incorrect after submitting a payment.

LP-6572

Fixed an issue affecting the "Add Payment" window in which the User would occasionally be prompted to pay the pre-tax amount instead of the post-tax amount, leaving the tax amount unpaid on the Invoice in question.

Ticket #

Description

LP-6036

The “Ordered By” field has been added to the Create / Edit Pickup Ticket screen, allowing Users to input the name of the person who ordered the pickup.