2023.1214 Texada Web Release Notes

Ticket #

Description

LP-6528

A number of improvements have been made to the way that Divisions and Locations are handled in Texada Web when “Operators by Division” is enabled in Texada SRM:

• When a User with access to multiple Divisions logs in to Texada Web, a window will pop up allowing them to select which Division they would like to work in for the current session. This will default to the last Division the User selected.

• When a User accesses Texada Web from Texada Mobile or Texada SRM, their current Division will be remembered and used in the same manner as if the User had selected it when logging in to Texada Web directly.
• Whenever a User accesses a page featuring a Division selector, the Division will default to the Division the User chose upon logging in.
• Whenever a User accesses a page featuring a Location selector, the selector’s default value will be determined by the User’s current Division as well as their “Prompt For Location” value.

Ticket #

Description

LP-6389

A “Missed Rental” feature has been added to Contracts in Texada Web. This feature allows you to capture potential rental opportunities that were missed.

To submit a missed rental, click the “Missed Rental” button in one of the following locations:

• To the right of the search bar on the Contract List page 
• To the right of the search bar in the Products tab of the Create/Edit Contract page
• In the bottom-left corner of the Create/Edit Contract page

This will open the Missed Rental Transactions window, which will allow you to input a Customer, Division, date, Product or Group information, and estimated value for the missed rental.

LP-6546

The ability to delete draft Contracts has been added to Texada Web.

To delete a draft Contract, navigate to Contracts → Draft List, then select the Contract you’d like to delete. Click the drop-down arrow in the bottom-right corner of the screen next to the Save button, then select “Delete Draft” from the menu.

LP-6516

A number of updates have been made to Contracts in Texada Web to unify their behavior with Texada SRM.

• The logic used to determine a User’s ability to override rental rates and the necessity of providing a reason code on rate override now exactly matches that used in Texada SRM.
• The maximum discount percentage established in Texada SRM is now respected in Texada Web.
• The ability to override the price of Sales Products is now determined by the parameters established in that Product’s Class as well as the User’s security role.
• The ability to edit tax codes on a Contract is now determined by the configurations established in Texada SRM as well as the User’s security role.
• The ability to add new Customers when creating a Contract is now determined by the configurations established in Texada SRM.
• Contract dates must fall within the date range defined in Texada SRM.

LP-6088

When a re-rental Product is added to a Contract, the User will now be prompted to enter Purchase Order information for the re-rental, including Vendor number, PO number, notes, shipping information, rates or discount percentage, and PO cost.

Using this feature, the Product can be added to an existing Purchase Order, or a new Purchase Order can be generated for the re-rental.

LP-6085

Temporary draft Contracts are now created automatically while the User is filling out information on the Create Contract screen. This feature has 2 purposes:

• To update Asset availability in real-time
• To automatically save Contract information in case the User is disconnected from Texada Web

If the User chooses to save a draft when navigating away from the Create Contract page, or if the User navigates away from the Create Contract page without selecting an option, a permanent draft will be created from the temporary one and will become available from the Contract Draft List page. If the User chooses not to save a draft, the temporary draft will be deleted.

LP-6195

The wording of the error message that appears when attempting to create a Contract without a damage waiver for a Customer requiring a damage waiver has been updated to be more descriptive.

LP-6751

Fixed a bug in which attempting to open the Draft Contract Edit page would occasionally result in an “Oops, something went wrong…” error.

LP-6711

Fixed a bug in which the Create Contract page would occasionally load indefinitely upon clicking the “Save Draft” button, even though a draft had already successfully been created.

LP-6692

LP-6633

Fixed a bug in which the Salesperson field of Contracts with no assigned Salesperson would occasionally display “Select salesperson…” (blank) on the Edit Contract screen, instead of “HOUSE” as expected.

LP-6685

Fixed a bug in which Contracts created in Texada Web would occasionally charge Products’ special rates in situations where it was expected for the default Group rates to be used.

LP-6668

It is no longer possible to navigate away from the Create / Edit Contract page when viewing a Contract for a cash Customer with an outstanding balance. Attempting to do so will cause a pop-up to appear informing the user that the Contract balance must be settled before the Contract can be saved.

LP-6645

Fixed an error in which performing a Product substitution during Contract creation and using the price match feature to set the rates for the substituting Product would occasionally cause the Product’s price to revert to $0.00 when the Contract was saved.

LP-6638

Fixed an issue in which attempting to download a Contract attachment would occasionally result in a “We were unable to get the file” error.

LP-6626

Fixed a bug affecting Contract creation in which new Customers created via the Quick-Create Customer window would occasionally be assigned to an unexpected Division.

LP-6601

Fixed a bug affecting the Product Substitution and Product Exchange windows in which the results of the search bar would occasionally be cut off on smaller screens.

LP-6600

Fixed a bug affecting Contract creation in which clicking the “Add New” button in the Customer panel, then closing the Add New Site window, would cause the “Add New” button to become unresponsive until the screen had been refreshed.

LP-6520

Fixed an issue in which accessing the Contract List page would occasionally result in an  “Oops, something went wrong...” error.

LP-6467

Fixed an issue affecting the New Site window in which selecting an address using the map would occasionally cause the “City” field to be auto-populated with the capital city of the province or state instead of the city from the selected address.

LP-6456

Fixed an issue causing the Created date of certain draft Contracts on the Draft Contracts List page to be displayed as “Invalid date”. 

LP-6360

Fixed a bug affecting the Draft Contract List page in which Division column would occasionally display the incorrect Division name.

LP-6311

Fixed an issue in which a success message would occasionally fail to appear upon successfully creating a Draft Contract.

LP-6270

Fixed a bug affecting the Create Contract screen in which editing a Product’s quantity then editing other fields on the same screen would occasionally cause the Product’s quantity to increment unexpectedly. 

LP-6224

Fixed a bug affecting the Product Substitution window in which clicking on the “Created by” field would occasionally fail to open a drop-down list of Users.

Ticket #

Description

LP-6724

Fixed a bug in which adding certain types of custom fields to Contracts would occasionally result in an “Oops, something went wrong…” error upon opening the Create or Edit Contract screens.

LP-6779

Fixed a bug in which attempting to delete a custom field from the Company Settings page would occasionally result in a “Requested URL was not found” error.

LP-6778

Fixed a bug in which attempting to reorder custom fields by dragging and dropping them on the Company Settings page would occasionally result in a “Requested field doesn’t exist in our record” error.

Ticket #

Description

LP-6634

Fixed a bug affecting the Parts List page in which clicking the “Next” button to see the next page of Parts would occasionally do nothing.

Ticket #

Description

LP-6165

When submitting payment for an Invoice for a cash Customer, it is now possible to split the payment across payment types. For example, if the total amount on the Invoice is $40, $10 can be paid using payment option 1 and the remaining $30 can be paid using payment option 2.

LP-6339

The “Add Payment” window no longer opens automatically when creating an Invoice for an on-account Customer.

LP-6757

Users are now prevented from navigating away from the Create/Edit Invoice page prior to paying the full amount for a cash Customer’s Invoice.

LP-6683

Fixed a bug causing Work Order Invoices to occasionally be unpayable due to the “Add Payment” button in the Add Payment window being disabled for on-account Customers. Also fixed a related bug causing errors when accepting payment for cash Customers.

LP-6694

Fixed a bug in which the Tax Code 1 and Tax Code 2 fields on the Edit Invoice screen would occasionally display a value of “NO TAX” even if tax codes were selected during Invoice creation.

LP-5927

Fixed an issue in which the “Add Payment” button for Rental Return Invoices for cash Customers would occasionally be disabled, resulting in the Invoice being unpayable and the Rental Return being unable to be completed.

Ticket #

Description

LP-58

New columns have been added to the Users tab of the Company Settings page:

• Role
• Date Added
• Division
• Location
• Last Login
• Two Factor Authentication
• User Type
• Default Language
• Employee Number

LP-6214

Fixed a bug in which the Division permissions set for a User in Texada Web would occasionally fail to be respected in Texada SRM.

Ticket #

Description

LP-6101

Structural changes have been made to Tickets in Texada SRM and Texada Web to improve the overall performance of the Tickets module. Searching, sorting, and filtering Tickets in Texada Web will now be faster.

LP-6362

Fixed a bug affecting the Edit Ticket screen in which the “Close Ticket” button would occasionally still be visible for Closed Tickets.

Ticket #

Description

LP-6519

Emails automatically generated by Work Orders will now contain the Contract number of the Work Order’s parent Contract.

LP-6765

Fixed a bug in which it was occasionally possible to add Parts with no availability to a Work Order.

LP-6533

Fixed an issue in which attempting to open a Work Order attachment would occasionally result in an “Access Denied” error message.

LP-6745

Fixed a bug affecting the Work Order Scheduling screen in which dragging and dropping a Work Order under a Mechanic’s name would occasionally fail to assign the Work Order to that Mechanic.

LP-6351

Fixed a bug in which a blank service code would occasionally be added to Work Orders upon creation. 

LP-6319

Fixed an issue in which Service Recommendations added to a Work Order in Texada SRM would occasionally fail to appear as comments for that Work Order in Texada Web.

LP-6054

Fixed a bug in which the User would occasionally be unable to override the default quantity issued for a Part after adding it to a Work Order.