2023.1214 Texada SRM Release Notes

Ticket #

Description

SRM-4195

Contacts created during the Contract creation process will no longer have all Email Types enabled by default. This is to align the behavior of Contacts created via the Contract page with that of Contacts created via the Customer Information page.

Ticket #

Description

SRM-4345

The  <Delete Duplicate IHIP Records> (IHIPFX) support utility has been added as option 25 to the FXMENU to address Daily Close#2 a rollback error on RSID20D caused by an RSIP record on a Batch Invoice where there is a duplicate IHIP record on an invoice is History.

SRM-4304

Fix Daily Close #2 rollback error for invalid method of payment on Cycle Billed Invoices with Change value.

SRM-4131

Bug: <Daily Close 3> posting error "Transactions Out of Balance" generate from the  <Sales Order Invoice Totals> (OEIH03) payments.

Ticket #

Description

SRM-4258

The <Rental Quote> (RSQH01) header screen was displaying the custom  "Consumer/Trade" prompt that should be hidden in the standard processing.

SRM-4191

Fixed a bug occasionally making Operators unable to convert Reservations containing available non-bulk Assets to Contracts.

SRM-4172

Bug: When Texada Pay is activated, the Email Request for a TP payment of a Cash-Invoice when the invoice was 'On Hold',  could not be generated from the "Totals & Summary" screens of a current <Misc Invoice> (RSIH03) or from a current <Sales Order Invoice> (OEIH02), because the operator could not exit the invoice totals screen without balancing the payment totals and so there could be no outstanding amount to be paid.

New feature: This processing has been enhanced to also submit an email Request for TP Payment for an Invoice-On-Account at the time the invoice is created where the delayed email request is sent when the invoice is posted through the Daily Close 3 and when the TP Card or Bank payment is submitted  by email against the Posted A/R invoice the payment is posted to the GL with the next <Post Customer Payments> (ARCP10) for the invoice currency.

SRM-4134

The Worksheet numbering convention has been enhanced to provide two configuration options controlled by the "Use Letter Prefix In Document Numbering" flag in the 'Worksheet Parameters' window of the <Company Parameters Contract parameters> (GLCN90D) as follows:

A- Use the next available GLLR or GLDR number for the RSWH module for the Worksheet and when converted  auto-assign the next available number for the target document using the RSCH module for a Contract, the RSQH module for a Quote and the RSRH module for a Reservation.

B- i) For Operators by Division systems use the  next available number in GLDR for the document division per the RSWH module employing the Mask DDDWNNNNN (where DDD is the Div & W is for Worksheet) and on convert use the same number on the target document replacing the W with a C for Contract, Q for Quote or R for Reservation.

B- ii)> For NON-Operators by Division systems use the  next available number in GLLR for the document division per the RSWH module employing the Mask WNNNNNNNN (where W is for Worksheet) and on convert use the same number on the target document replacing the W with a C for Contract, Q for Quote or R for Reservation.

SRM-3914

Bug - The email notification when a <Sales Approval Quote> (RSVH01)  was submitted for approval was not being sent to the recipients defined in the <Credit Department Email Address> (RSVH09) table nor were the associated email records written to the <Email Log> (EMAIL10C).

SRM-2389

The <Select Product Rates for Group> (RSRQ04A) screen triggered on a document for a Group without rates has been improved to present the operator with a list of assets in that Group that only includes assets with a rate structure and with at least one active Tag, so that disposed non-bulk assets are not returned and assets without rates are not returned for selection.

SRM-1082

The Customer Notes pop-up will now appear on the following additional screens:

• Counter Worksheet
• Order Entry (Sales)
• Misc. Invoices
• Point of Sale Invoices
• Work Order Estimates
• Work Orders

Ticket #

Description

SRM-2113

Bug - The transaction selection screen generated by the <Post GL Standard Journal> (GLJH10) had a typo in  the Description column heading.

Ticket #

Description

SRM-4027

The third party <Avalara Tax Solution> (AVA01) configuration setup has been developed for integration with SRM.

Activation of this feature is under development.

SRM-1799

Gateway Deposits can be processed in SRM and converted to the resulting Worksheet.

Ticket #

Description

SRM-3899

Bug - Barcodes prefaced with a plus sign were being confused with Group numbers and were breaking Group Number processing on Counter Documents.

SRM-4184

Bug - The <Inventory Count> (RSNQ60) update utility for Serialized Sales Assets with zero or negative on hand translated to positive on hand on import.

SRM-4044

GLDV99 - SEL window for Locations does not always reflect the correct "Inventory" Division Type in the drop-down list

SRM-4017

When employing the wildcard "%" character in the search utilities for Customers, Vendors or Products the search Name/Alpha filter must also include at least 2 non-wild card characters to narrow down the response.

SRM-3235

Bug - The add "Sales Product Class" on-the-fly action was not respecting the next available RSPC ‘Trx#’ from GLLR01 for the new Product Class and was displaying the resulting default Group number.

SRM-2217

Bug - The Division filter in the <Inventory Count Console> (RSNQ90) was not handling the Location selection properly according to the division type defined in <Divisions> (GLDV01).

Ticket #

Description

SRM-3949

The <Sales Order Inquiry> (OEOD01)  function has been enhanced to provide a paging screen option as well as the list where the paging screen option includes additional billing details on each order line including Product#, Product Description, Quantities (ordered, shipped, backorder), Unit Price, Order Date, Invoice#, and Invoice Date with billed information and tax codes, discount% and amounts.

SRM-4000

Sales Orders, Order Billing. Order Invoices , Order Reporting and Inquiries have been enhanced to allow a list price greater then $99999.999 

SRM-3717

Bug : The <Bill A Sales Order> (OEOH10) was throwing the error  "The customer on this order is invalid" if no "blank" customer existed in the ARCF table, even when a valid customer was assigned to that order.

Ticket #

Description

SRM-3961

Bug -  A Blank <Method of Payment> (RSMP01) was sometimes being applied for a customer payment, deposit or document payment causing an error to be thrown at posting when no BLANK MOP existed.

SRM-3694

Bug - If all company currencies are set to "OTH" region, the users cannot get into any Software Integration (GLCN90N) settings when it should only be restricting access to Texada Pay configuration.

Ticket #

Description

SRM-3543

The <Inspection Form> multiple choice  records are printing only the Codes available as a response so the XML has been enhanced to export the Descriptions as well as the codes.

SRM-4109

SRM's ability to detect invalid xml characters has been enhanced, leading to a decreased likelihood of display errors when printing documents.

Ticket #

Description

SRM-2134

A "Location" filter has been added to the <Sales Inventory Min/Max Report> (RSPF61) and the output has been updated to report Min/Max values by location for products ordered by location as well as reporting the "All" location Min/Max values for products not ordered by location.

Ticket #

Description

SRM-4222

Fixed an issue in which the Revenue History report under Inventory Inquiry would occasionally fail to show the expected results when reporting on a specific Division.

SRM-4199

Fixed an issue in which the Rental Utilization Report would occasionally produce inconsistent results.

SRM-1999

Bug - When a new <Service Code> (RSSC01) was entered and the "Addtional Options" window was not accessed and saved the 'Commissionable" Flag was being assigned a NULL value instead of a N.

Ticket #

Description

SRM-4471

Fixed an issue in which attempting to enable Texada Web Integration and set a Purchasing Agent Email at System Maintenance → Configure System Settings → System → Company Parameters → Software Integration → Logistics would occasionally result in errors.

SRM-3888

The length of the <Province/State Code> (ARPR01) field has been increased from a 2 alpha/numeric character code to a 5 alpha/numeric character code.

SRM-4276

Company Parameters export directories no longer accept directories that do not exist.

Ticket #

Description

SRM-4020

Specific 'Inspection Forms' can be flagged as a "Reservation" type inspection in  FLINSP06 and can then be added to the <Reservation> (RSRH01) manually when Texada Web is enabled.

SRM-3680

Fixed an issue affecting the Customer Pricing Management Export function (ARPRC01) in which the Customer # column would occasionally print the Customer's Alternative Customer # instead of the primary Customer #.

Ticket #

Description

SRM-1222

Bug - A valid <Service Code> (RSSC01) selection was not being enforced  on Labour charge transactions on the <Work Order> or the <WO Estimate> leading to invalid code selection and incorrect postings. 

Ticket #

Description

SRM-4259

The current contract "status" for rental and sales produces is automatically logged  to speed up some processing for the Texada Web. The rental and sales product records report open contract lines with some additional information such as contract header, product, and off-rental information.

The  <Update Product Current Status Table> (RSPF34) utility is provided in SRM so users can clear & rebuild the table manually.

SRM-4130

The default Texada Support help message is displayed if no details are setup in the <SRM Software Distributor> (SMDM01) window.

SRM-3988

Force secure http/ftp/email within SRM and provide the <Secured Protocols Audit> (SMAUD01) utility to report errors or inconsistencies.

SRM-4231

Fixed an issue occasionally causing SRM login attempts originating from an OpenClient landing page to load endlessly.

SRM-4349

When a rental or sales product is deleted or sales part records are merged, an R or S product type flag has been added to the record written to the <Delete Log> (SYSDEL1).

SRM-4060

The <AEMP Telematics> (GLCN90N) configuration and import processing has been improved to provide the option to use the non-bulk <Asset Tag> "Serial#" to match the equipment on the <AEMP Imports> (AEMP01) for the Trackunit TRI & TRK imports instead of matching the  unique 'Telematic ID' assigned in the asset <Rental Information> window.

SRM-4217

Bug - Texada Pay by Terminal was defaulting to a  system assigned MOP of 'TBD-A' and then was reporting an invalid method of payment error.