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2025.1002 Service, Rental and Financials Product Updates

Introduction

These notes address new features and code fixes for version 2025.1002 of Service, Rental and Financials.

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Service, Rental and Financials (Classic) (formerly Texada SRM)

Ticket #

Description

TR-4701

Inventory quantity changes will no longer be recorded for bulk rentals if the return location is the same as the contract location.

TR-3619

The following updates have been made to Service, Rental and Financials' REST APIs:

  1. /get/purchaseorder endpoint:
    • A "status" header parameter has been added. Possible values are open, received not invoiced, closed and invoiced, all, and cancelled.
    • A fromOrderDate header parameter has been added.
    • A toOrderDate header parameter has been added.
  2. /create/purchaseorder endpoint:
    • It is now allowed to create a Purchase Order with no lines. Previously, at least one line was required.

TR-5658

In preparation for the transition to the Texada Identity Service (TIS), features have been introduced to ensure that all Operators have a valid email address associated with their account.

When an Operator logs in to Service, Rental and Financials (Classic) with a profile that does not include a valid email address, a pop-up window will appear prompting them to update their email address.

  • If the Operator provides a valid (unique) email address, their profile will be updated with that address.
  • If the Operator is not ready to provide an email address, they can select "Cancel" to bypass the window. The window will reappear the next time the Operator logs in.

TR-5333

In preparation for the transition to the Texada Identity Service (TIS), a new "Operators With No Email Addresses" window has been added to the Operators utility (GLOP01).

This window will appear whenever you access the Operators utility while Operators with no email address exist in your system, providing a list of such users and allowing you to specify an email address for each.

TR-5609

The Customer Payment API for Payments (formerly Texada Pay) has been updated to improve data validation and logging accuracy.

  • The API now prevents cheque numbers longer than 9 characters from being submitted.

  • Document numbers are now written to the Texada Pay log.

  • Failed or declined payments are now logged with a FAILED status instead of APPROVED.

TR-4712

Payments (formerly Texada Pay) is now supported when converting a Reservation to a Contract.