2025.0710 Rental Management Product Updates

Ticket #

Description

TR-4621

Enhancements allowing for clearer separation of parts and equipment sales activity have been made to Sales Classes in Texada SRM.

• A new "Sales Type" radio group has been added to the Sales Classes function (RSPC02), allowing users to categorize each Sales Class as Parts, Equipment, or Neither. This classification determines how sales transactions are treated in reporting and posting.
• When "Parts" is selected, a new "Parts Sales Posting Division" field will become available, allowing the user to specify which division should be used for posting parts-related sales.
• Sales Products belonging to Classes marked as "Equipment" will be excluded from Parts sections on Work Orders, while Products belonging to Classes marked as "Parts" or "Neither" will continue to appear in all relevant documents.

TR-4713

When customer-owned equipment is added to the system, the product number will be set to an auto-generated equipment ID if left blank.

TR-4311

New validation has been added to ensure valid make and model values when adding or changing customer-owned equipment in the following places:

Texada SRM:

• Work Orders → Work Orders Screen → Add Customer Owned Equipment Button
• Work Orders → Maintain Customer Owned equipment
• Work Orders → Maintain Customer Owned equipment → Import Button

SRM APIs:

• /create/customerEquipment - "manufacturer" (= make) and "model"
• /update/customerEquipment - "manufacturer" (= make) and "model"

TR-3817

Resolved an issue in which product status code changes were occasionally recorded out-of-order in the status change history log.