2025.0508 Sales & Service Release Notes

Ticket #

Description

CLA-37015

Two new fields have been added to the Financials page of COTI deals:

• Quoted GP: This is a read-only field whose value is equal to the deal sheet amount minus the package grand total.
• Quoted GP %: This is a read-only field equal to the Quoted GP divided by the deal sheet amount. In other words, it reflects the deal's gross profit percentage.

These new fields will only be populated for new deals. Existing deals will not be affected.

The visibility of these fields can be controlled via the "Deal Detail Financials" administration page at COTI → Settings (gear icon in top-right corner of screen) → Administration Menu → Deal Detail Configuration → Deal Detail Financials (Edit). 

Ticket #

Description

CLA-37068

Resolved an issue affecting the Overdue Items page in which clicking on a machine's Serial Number to view its details would occasionally result in a "CloudLink - Error".

CLA-37057

Resolved the "Cloudlink - Error" that would occasionally occur when accessing the "PM - Next Pending Event" page.

Ticket #

Description

CLA-37026

Resolved the "CloudLink - Error" that would occasionally occur when saving a new PCR.

Ticket #

Description

CLA-36735

Resolved an issue in which there would occasionally be a discrepancy between the GP % values displayed on the Standard Packages (Manager View) page and the Standard Package detail page.

CLA-36913

Resolved an issue in which the DPO search function was occasionally omitting certain expected results.

Ticket #

Description

CLA-35889

CLA-36914

SalesLink now has the ability to update its internal list of PSE Types based on new inputs from Caterpillar. 

As of this update, whenever a previously-unseen PSE Type is encountered during a PSE import, it will be automatically added to the list of PSE Types available in SalesLink. This means that it will appear as an option in all "PSE Type" drop-down elements throughout the product.

PSE Types can be managed via the Manage - PSE Type Mapping and Manage - Opportunity PSE Type secured modules in SalesLink - Executive. For more information, see "SalesLink PSE Integration".

CLA-36733

Resolved the "Cloudlink - Error" that would occasionally occur when accessing the "Territory Changes" page.

CLA-36056

Resolved an error in which created Issues would occasionally be assigned to the user who created them, even if a different user had been selected in the "Assigned To" field.

CLA-37010

Resolved an issue affecting the Customer Information page in which the displayed Expenditures (YTD) values would occasionally be incorrect.

Ticket #

Description

CLA-37003

The logic used to calculate the price of Parts in SAQ has been updated to ensure consistency between SAQ and PSQ.

CLA-36871

The formatting of PDF Customer Value Agreements generated in SAQ has been updated. A mandatory page break has been introduced before the Terms and Conditions section, resolving the display issues that would occasionally appear within this section.

Ticket #

Description

CLA-36971

Resolved an issue affecting the Segment Header Edit window in which entering a Customer number for a Segment, then using the "Next" or "Prev" buttons to navigate between Segments would occasionally cause the selected Customer number to transfer to the other Segments viewed.

CLA-36929

Resolved the deadlock error that would occasionally occur when clicking "Approve All" on the Labor Approval screen.

CLA-37030

Resolved a display issue affecting the Media tab of the Ticket detail page in which attached photos were appearing directly within the "Albums" panel.

CLA-36638

Resolved an issue in which quickly deleting media from an album could cause the selection to jump to the first photo, leading to accidental deletion of the wrong image. To prevent this, the "Delete" button is now disabled during deletion.

CLA-36911

Resolved an issue in which it was not possible to sort the contents of the Labor Approval page by the "SAP" or "DBS" columns.

Ticket #

Description

TM-1062

When editing an Allowance's Allowance Code, the currently-selected code will now be highlighted on the Allowance Code screen.

TM-1125

Both the Allowance's Code and Description are now displayed under the "Allowance Code" field on the Edit Allowance screen.

TM-2409

Resolved an issue affecting My Work in which the "Signature" button was occasionally unresponsive.

TM-2396

Resolved an issue in which a Work Order's completion percentage was occasionally not being updated when labor was entered using the timer (Start/Stop buttons).

TM-2410

TM-2411

Resolved an error in which ServiceLink Flex did not consistently prompt for a meal break after 6+ hours of labor, and would occasionally return an "Overlap Error" when attempting to insert a meal period between multiple time entries.

CLA-36939

Resolved an issue in which work orders scheduled for a given day were occasionally appearing in the previous day’s schedule.

TM-2392

TM-2391

Resolved an issue in which certain Parts ordered for a Work Order Segment would fail to appear in Parts list.