2024.0229 Texada Web Release Notes

Ticket #

Description

TR-117

An entry will now be added to a Contract’s History tab when it is closed.

TR-38

After a Class filter has been added under the Products tab of the Create / Edit Contract screen, the Group filter element will now only display Groups belonging to that same Product Class.

TR-202

Resolved an issue affecting the Contract Draft List page in which adding a filter to the “Created” or “Date Out” columns would occasionally fail to filter the list of Contracts as expected.

TR-132

Fixed a bug in which adding a new Product or Service to a Contract would occasionally fail to update the “Amount” field in the Add Deposit or Add Payment window.

TR-129 

The system message that appears when creating an Off Rental now correctly reads “Off rental created successfully!”

TR-123

Fixed an issue in which a "Name checklist is mandatory" error would occasionally appear when attempting to create a Contract in Texada Web.

TR-119

Fixed an issue affecting Contract attachments in which clicking on an attachment to view it would occasionally result in a "We were unable to get the file" error, especially if the attachment was previously added via Texada SRM.

TR-102

Support for suggested sales items has been added to Texada Web. Add a Product included in a suggested sales list to a Contract in Texada Web to automatically open the Add Suggested Sales Items window and add related items to the Contract. 

TR-585

Fixed an issue affecting the Edit Contract screen in which attempting to increase the quantity of a Product on a Contract beyond what was available, then selecting “Cancel” for “Would you like to substitute for another product?”, would cause the displayed quantity for that Product to remain at the higher unfulfillable amount until the screen was refreshed.

TR-225

Fixed an issue in which it would occasionally be impossible to complete an e-signature for a Contract due to the the “Complete” button on the final screen of the e-signature workflow being unresponsive. 

TR-212

The “Created By” field in the Product Substitution window is now read-only. This field is intended to capture the User who submitted the substitution, and therefore should not be editable by the User.

Ticket #

Description

TR-211

Fixed an issue affecting the Add New Contact window of the Create Customer screen in which changes made to the “All Documents” checkbox under Email Types would occasionally fail to be saved when the Contact was saved.

Ticket #

Description

TR-127

Fixed an issue affecting the Ticket Scheduling page in which double-clicking a Ticket in the list would sometimes fail to open the Edit Ticket page.

Ticket #

Description

TR-172

A Rental Products / Sale Products toggle has been added to the Asset panel of the Create Work Order screen. This toggle defaults to “Rental Products” and will filter the results of the Product search bar, making it easier to locate the correct Product for the Work Order.

TR-135

Fixed a bug in which attempting to print a completed Work Order would occasionally result in a “Invalid printer, location required” error and the user being returned to the Texada Web login screen.

TR-125

Fixed an error in which attempting to change the Division or Location or a Work Order would occasionally erroneously cause a “You do not have permission to edit work order under this division or location” warning message to appear.