2026.0212 Service, Rental and Financials Product Updates (APAC)

Ticket #

Description

SRM-4624

Resolved an issue affecting the Vendor Information utility (APVF01) in which it was possible to create Vendors with names containing banned special characters such as “, +, &, @.

TR-6225

It is now possible to configure the Days To Post parameter for Accounts Payable direct credit payments using the TD Bank 80-byte format.

Ticket #

Description

TR-4325

It is now possible to void manual payments that include a credit card fee.

SRM-4351

Resolved an issue in which attempting to print an Invoice via the Customer Account Inquiry utility (ARAR05) would occasionally fail with a "An Error Has Occurred And The System Will Now Generate An Automatic Rollback" error.

SRM-4802

Resolved an issue occasionally affecting the Customer Account Inquiry utility (ARAR05) in which nothing would happen when clicking the "Print" button to download a PDF version of a document.

TR-3612

Additional input restrictions have been placed on the "Phone Number Format" field in the Company Information window to prevent invalid phone number formats from being entered:

• Only the following five characters are permitted:
  • + (plus sign)
  • - (hyphen)
  • X (uppercase x, indicates a phone number digit)
  • ( (left parenthesis)
  • ) (right parenthesis)
• Plus signs (+) can only be included as the first character.
• At least one X (uppercase x) must be included.
• Parentheses must be included as a pair, starting with a left parenthesis followed by a right parenthesis. Single parentheses and right parentheses followed by left parentheses are not permitted.

TR-5655

When adding a credit card to a Customer under Customer Maintenance → Additional Information → Credit Cards, the issuer on the method of payment will now be validated according to the first digits of the credit card number:

• Visa (V) cards always start with 4
• Mastercard (M) starts with 2 or 5
• American Express (A) starts with 34 or 37
• Discover (S) cards start with 6
• Diner's Club International (D) cards start with 30, 36, 38

TR-4861

It is now possible to add Customer Contacts whose Primary or Alternate Email address contains an underscore (_) after the @ symbol.

Ticket #

Description

TR-3508

A new screen has been added to the beginning of the Daily Close 1 process. This screen will present users with a list of deposits in previous batches/DBRs. Users will have the option to (1) mark the deposits as posted, (2) change the DBR# to the current DBR#, or (3) do nothing with the deposit. 

The User will not be able to select option (2) if the date is outside of the contract (RSCH) date range control and they do not have date range control override. Users will need to mark those as posted and deal with the GL postings themselves.

SRM-3996

Resolved an issue in which the user would occasionally not be emailed a .csv file upon completing the Daily Close process.

SRM-4336

Resolved the "WARNING: INVALID DIVISION" error that would occur the first time the user attempted to open a Contract in the Return Operator Time Charge Equipment utility (RSOT15).

SRM-4667

Resolved an issue affecting the Daily Close process in which the revenue for Product Kits with revenue allocation enabled was not getting allocated to no-charge Kit items, resulting in "HEADER != DETAILS" errors.

Ticket #

Description

SRM-1148

It is now possible to generate the Detailed Open Contract Report (RSCH50) as an Excel (.xls) file. To do this, select "Excel" under "Report Options". Selecting this option will generate one spreadsheet for all customers.

TR-4737

Contract Service Notes will now be displayed under each Service line in the Invoice Services window of the Cycle Bill a Single Contract utility.

SRM-6059

Improved performance with screen rendering after clicking the contract details delete button.

SRM-5547

To prevent potential rate calculation issues, it is no longer possible to use the Esc key to close the Rental Rates window (RSRF03 (3705)).

SRM-4996

If the "Allow Create P.O. From Contract" option is enabled for a Sales Product, availability for that Product will no longer be checked during Contract entry. Rather, insufficient availability will prompt the creation of a Purchase Order as expected.

TR-4712

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

SRM-4085

Resolved an issue in which the system was allowing Operators without the correct permissions to perform a Substitution when creating or updating a Contract, Counter Worksheet, Reservation, or Quote.

SRM-4170

Resolved an issue in which deposit request emails sent via the Add Contract Deposits utility (RSCH15) would occasionally fail to send, despite an "Email request has been successfully submitted" message appearing.

SRM-4229

Resolved an issue in which it was possible to overbook Assets by adding the same Non-Bulk Rental Asset to a Quote multiple times, then converting that Quote to a Contract.

SRM-4722

Resolved an issue affecting the Product Select window (RSEQ01) in which searching by Model Number would occasionally return unexpected availability numbers.

SRM-5095

Resolved an issue affecting Counter Worksheets in which comments not marked as "Print" were occasionally being included on PDFs generated via the Print Rental Return Worksheet function (RSRS11).

SRM-5402

Resolved an issue affecting the Counter Worksheet utility (RSRQ04) in which the expected Products would occasionally fail to appear in the Product Select window.

TR-3951

Resolved an error in which extending the due date of a contract with a rental cap caused capped line items to recalculate incorrectly, leading to unintended refund amounts after the cap had been reached.

TR-4097

Resolved the "Valid bill to postal/zip not provided" error that would occasionally appear during asset staging.

TR-3448

Resolved an issue where duplicate safety sheets were printed for contracts.

TR-3949

Resolved the "Inspection Error" and "Asset Could Not Be Staged" errors that would occasionally occur when completing the asset staging process.

TR-3454

Resolved an issue affecting the Enter Services window of the Contracts screen in which the application would occasionally freeze when the character limit of the "Notes" field was reached.

TR-6504

Half-Day Proration no longer affects rentals under 1 day.

TR-6383

When entering a re-rental product to a contract, the user will now be able to cancel out of PO details, including vendor selection, after changing the rates of that product.

TR-4130

It is now possible to submit and manage separate check-in and check-out Inspection forms on Contracts.

• Contracts → Inspection Button
  • Added a Type column for Checkin (I) or Checkout (O)
  • Added CHECKIN or CHECKOUT wording on inspection results screen in the value column next to the form name
• Contracts → Inspection Button → Print
  • Added (CHECKOUT) or (CHECKIN) after the form name on the inspection print out
• The following REST API calls now return "inspType":
  • /get/contract
  • /get/contract/{contractNumber}
  • /get/contract/{contractNumber}/products

Ticket #

Description

SRM-4710

The expected date format for Excel imports throughout SRF (Classic) has been updated from DD-MM-YYYY (European) and MM-DD-YYYY (American) to DD/MM/YYYY (European) and MM/DD/YYYY (American), with leading zeros for days and months less than 10.

This change is to align the expected import and output formats, allowing users to export then import reports without reformatting date fields.

SRM-5002

Resolved an issue in which Excel spreadsheets exported from SRF (Classic) would occasionally be generated with inconsistent borders between cells.

SRM-5136

Customers' Australian Business Numbers (ABNs) will now be included beneath their BILL TO address on printed Contracts, Quotes, and Reservations.

SRM-5140

Resolved the "This XML file does not appear to have any style information associated with it" error that would occasionally appear when clicking a hyperlink in a PDF inspection form generated via the Print Inspection Forms utility (WOWI10 (7049)).

SRM-5703

Empty date fields will no longer be populated with the value "!~DATE~!" when exporting reports to Excel.

SRM-2052

PDF documents generated by SRF (Classic) will now be generated with descriptive filenames, including the document's type, number, and date/time (for printed documents). The following document types are affected by this change: Counter Documents, Invoices, Sales Orders, Sales Quotes, Purchase Orders, and Work Orders.

SRM-4300

Resolved an issue in which attempting to print bulk disposals (RSBS03) would occasionally result in an "ERROR OPENING FILE" error.

SRM-4592

Resolved an issue in which the date fields in certain Excel reports would occasionally be printed in the incorrect format (e.g. MM-DD-YYYY where YYYY-MM-DD was expected).

TR-4956

Resolved an issue affecting the formatting of generated PDF documents.

Ticket #

Description

SRM-4447

Resolved an issue affecting the GL Account Inquiry to Print/Summary utility (GLGL15) in which monetary values over $10,000,000.00 were being displayed as a line of asterisks in the printed report.

SRM-4969

Resolved an issue in which Texada Pay payments made during Customer Payment Posting would occasionally fail to be posted to the General Ledger.

SRM-5925

Resolved the "366 - SQL ERROR" error that would occasionally occur when running the Trial Balance report (GLGL11).

SRM-5962

Resolved an issue causing certain payments / deposits to not be posted to the General Ledger.

TR-6253

Resolved an issue in which Miscellaneous Journal imports failed when Job Costing was enabled, even if the entries did not include any job cost information.

Ticket #

Description

SRM-449

When submitting a status code change via the submit inspection form API, it should reject the process if the status code being submitted has been suppressed or flagged as “Not TW from SRM” (System Maintenance → Configure System Settings → Operations → Product Status Codes). The rejection message will read ‘Status Code Change {status_code} Not Allowed for Web’.

TR-3774

Added Caterpillar Visionlink as a supported telematics vendor.

SRM-4677

An inbound API endpoint has been added that allows third-party telematics providers to push telematics information to SRF (Classic). This endpoint enables telematics providers to update meter and location information for batches of Products without the need for custom integration.

To enable this integration, add a new entry to the Maintain Web Services API Keys utility at System Maintenance → Configure System Settings → Security → Web Service API Keys (WSAPI01 (5024)).

• A new "Assign/Remove Telematic ID" role permission has been added under System Maintenance → Configure System Settings → Security → Security Roles → Permissions → Miscellaneous (ROLEPER1).
• A new "Vendor" column has been added to the GEO Location History window at Inventory Control → Rental Inventory → Rental Information → GEO Location History (AEMP02 (6562)).

Swagger documentation for this endpoint can be found at: https://documentation.texadasoftware.com/#/Integrations/put_update_telematics_

SRM-5470

Resolved in issue in which the /create/workorder API was not checking Part availability.

TR-3925

Resolved a rare issue where Void transactions made in Payments were failing in Financials (Classic) even though they were successful in Global Payments.

Ticket #

Description

TR-4621

Enhancements allowing for clearer separation of parts and equipment sales activity have been made to Sales Classes in SRF (Classic).

• 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-4793

Further changes have been made to the behavior of Products belonging to Parts Sales Classes and Equipment Sales Classes:

• Equipment Sales Products can no longer be added as Parts to Work Orders and Work Order Estimates.
• When designating a Sales Class as a Parts Sales Class, a "Parts Sales Posting Division" field becomes available, allowing the user to specify which division should be used for posting parts-related sales. This division will now be used for Revenue and COGS postings when completing the Daily Close 2 process.

TR-5069

The speed at which Inventory Quantity Changes are processed has been improved.

TR-3906

An "Inactive" box has been added to customer-owned equipment, offering the same functionality as the existing toggle for regular equipment. Check this box if the product is no longer part of your fleet and should only appear in the Inventory Search when the 'Include Inactive' filter is checked.

SRM-1300

The Post Inventory Transfer Report (RSTH20) under Inventory Control can now be printed in both PDF and Excel formats. The Excel report will consist of two spreadsheets, the first being the main Transfer Edit Report and the second being the Transfer Summary Edit.

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.

SRM-1910

A new "TO BIN LOCATION" field has been added underneath each product on Internal Transfer Packing slips (INDH03). This field indicates the inventory bin location for the given product.

TR-4701

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

SRM-5144

Resolved an issue affecting the Rental Inventory utility (RSPF02) in which updating a Product's meter reading would occasionally cause unexpected values to be recorded, especially when editing a meter reading multiple times without closing the Product Meter Information window, or editing a Product on a Contract while the Contract was open in Change mode.

SRM-6035

Resolved an issue causing delays between products being received via warehouse receiving (INWR20) and those products appearing in inventory.

TR-3494

Improved the performance of the warehouse receiving function. Asset quantities should now be updated significantly faster after completing warehouse receiving.

TR-3817

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

TR-6466

Resolved an issue affecting the Sales Inventory screen (RSPF01) in which the adjustment type on the inventory adjustment record was occasionally not set.

An "Adjustment Type" column has been added to the Excel (exported) version of the Inventory Adjustment Report (RSIT43).

TR-6395

The Inventory Clean-Up Export by Location report will now respect the Rental/Sale/Both parameter.

TR-6382

Resolved an issue affecting the Inventory Adjustment window of the Rental Inventory and Sales Inventory screens in which attempting to edit the Adjustment Date to a value outside of the allowable range would occasionally cause the screen to freeze.

TR-5935

Resolved an issue in which certain asset count values would occasionally differ between the Inventory Count Console utility and the Rental Inventory utility.

TR-5834

Added support for including backordered quantities from work orders and sales orders to the "committed" quantity in the Allocation of Stock utility.

Ticket #

Description

TR-4935

Improved the error messaging that appears when a payment fails to be applied to an Invoice.

SRM-5428

Resolved an issue in which Invoices marked as not on-account that contained an on-account amount would occasionally have double the expected balance due when printed.

Ticket #

Description

SRM-4151

Resolved an issue affecting the SRF (Classic) login screen in which the "Remember Me" checkbox would occasionally fail to appear.

SRM-4152

Resolved an issue occasionally causing SRF sessions to time out prematurely.

Ticket #

Description

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-3436

Operator Name is now split into Operator First Name and Operator Last Name on all operator maintenance screens.

TR-5006

Updating a user role's permissions will now force a menu refresh for all users with that role, ensuring that the changes are applied immediately.

Ticket #

Description

SRM-2337

When printing a Sales Order, users will now be prompted to print the associated Purchase Order, if one exists.

Supported areas:

• Order Entry → Sales Orders (OEOH01)
• Order Entry → Document Reprints → Print Picking Tickets (OEOH10)

Restrictions:

• Must only be printing a single Sales Order.
• The Sales Order must have an associated Purchase Order.
• If [Configure System Settings → System → Company Parameters → Miscellaneous Parameters → Email Configuration → Use Contact Document Emailing] is enabled, the user will also have the option to email the Purchase Order.

SRM-4789

Resolved an issue in which it was possible to bill Sales Orders (OEOD02) for Bad Risk List Customers.

Ticket #

Description

SRM-5216

Resolved an issue affecting the functionality of the Portal Customers utility (WEB091).

Ticket #

Description

TR-6346

When running the Generate PO from Worksheet function and the user selects “Include Worksheets From Other Agents”, the Purchase Orders will now be merged by agent, using the first agent on the Purchase Order. The Vendor, Ship Via and Location will still be unique.

If there is more than one worksheet with the same Vendor, Ship Via, and Location values but a different agent, the Order Date, Ship To Address, and Terms from the first worksheet will be used.

TR-5272

Several updates have been made to Purchase Order worksheets, PO generation, and related inventory and product maintenance functions to support Ship Via handling, session locking by agent and location, and revised purchase order generation logic:

• P.O. Worksheet (POWH01)
  • Added a Ship Via dropdown filter.
  • Implemented locking by agent and location to prevent concurrent access by multiple sessions.
  • Prevented other sessions from running Generate P.O from Worksheet (POWH20) for the same agent and location.
  • Updated import and template logic to include Ship Via.
  • Added a new role permission allowing authorized users to terminate another session’s worksheet lock.
  • Updated the related report (POWH12) to respect Ship Via.

• Generate P.O from Worksheet (POWH20)
  • Added a Ship Via filter.
  • Removed Print and Fax options.
  • Implemented locking by agent and location to prevent concurrent execution.
  • Added a maximum lines per purchase order parameter (default: 900).
  • Updated logic to generate multiple purchase orders when the maximum line count is exceeded.
  • Added a prompt to optionally include worksheet records from other agents with the same location, vendor, and Ship Via.
  • Updated logic to create purchase orders by agent and Ship Via when including records from multiple agents.
  • Added an unlock screen to release worksheet locks created by the process if generation fails.
• Inventory Reorder Report (RSPO20)
  • Added a Ship Via prompt when generating a PO worksheet.
  • The selected Ship Via value will now be passed to the PO worksheet.
• Slow Moving Inventory Report (RSMH16)
  • Added a Ship Via prompt when generating a PO worksheet.
  • The selected Ship Via value will now be passed to the PO worksheet.
• Change Product Number (RSPF72BN)
  • Updated logic to support new key fields introduced by the worksheet changes.
• Merge Product Number (RSPF73BN)
  • Updated logic to support new key fields introduced by the worksheet changes.

Ticket #

Description

SRM-1209

The Insurance Expiry Report (ARCF46) has been added to the Automatic Reporting utility (SMCR01).

TR-3991

A progress counter will now appear in the middle of the screen for most reports.

TR-3826

Contract Location is now included in the Product Status Code Report (RSAR03).

SRM-4376

Support for Dynamic Reports has been deprecated. All associated utilities and menu options have been removed from SRF (Classic).

TR-5560

The functionality of the Texada Pay Payment Reconciliation Report (TPLOG03) has been enhanced with improved debugging and new filter options to make it easier to identify and troubleshoot mismatched or missing payments, particularly for manual and card-not-present transactions.

SRM-4582

Resolved an issue in which the Invoice Cut-Off Report utility (RSID42) would occasionally generate an empty report in circumstances where results were expected.

SRM-5925

Resolved the "366 - SQL ERROR" error that would occasionally occur when running the Trial Balance report (GLGL11).

SRM-6144

Resolved an issue causing the Customer Revenue Report (RSSH17) to occasionally take an excessive amount of time or fail to generate.

SRM-6081

Resolved an issue affecting the Inventory Usage Report in which the L/Y and YTD columns were occasionally appearing blank.

TR-5893

Resolved an issue in which the Excel spreadsheet generated when exporting Customer Owned Equipment was missing headings for the last three columns.

TR-6381

The Exchange Inquiry Report screen (RSEX02) will no longer freeze when the date is changed.

Ticket #

Description

SRM-3963

The maximum length of the Buffer field in the Repair / Maintenance Codes utility (WOMC01) has been increased to 5 characters.

TR-4063

A new "Manage Mechanic Performance" permission has been added to Security Role Permissions, at System Maintenance → Configure System Settings → Security → Security Roles → Role Permissions → Texada Web Permissions.

This role has been added in anticipation of an upcoming feature that will allow permissioned users to view mechanics' working performance data.

SRM-4211

A default Reason Code of "N - NONE AVAILABLE" has been added to the Substitution Reason Codes utility (RSSBR01). This code ensures there is always at least one Reason Code to select when performing a Substitution, and cannot be deleted.

SRM-4294

Resolved an issue affecting the Configure System Settings screen (CONFIG) in which certain options would appear available to users who did not have the necessary permissions. These options would display a "You do not have permissions to run this function" error when clicked, instead of simply being grayed out as expected.

SRM-4414

Resolved an issue in which the Database Lock Inquiry utility (FINDLOCK) would occasionally display the incorrect Waiting Opr or Holding Opr.

SRM-4881

Resolved an issue affecting the Price Codes utility (RSCO01) in which the "Type" drop-down in the Add Price Code window was too short, making it difficult to make a selection.

SRM-4999

A new "Check Availability In BOM Creation" parameter has been added to the Company Inventory Parameters utility (GLCN90K (3838)).

When this option is enabled, availability will be checked when adding or changing a component in the Bill of Materials in the Inventory Bill of Materials (INBM01) utility. As this utility does not include a Location parameter, availability across all Locations will be checked.

SRM-5300

A new "Excel Date Format" drop-down field has been added to the Company Information utility (GLCN01).

This element allows you to select the format of date fields in Excel reports exported from SRF (Classic). Four options are available:

• ED - European YYYY-M-D format
• ET - European DD/MM/YYYY text format
• ND - North American M-D-YYYY date format
• NT - North American MM/DD/YYYY text format

SRM-5380

Resolved the "Cannot move to field: Field modification not allowed" error that occasionally appeared when attempting to modify the E-Mail Address field in the Operator window (GLOP01).

SRM-5760

The "Default Date Based On" field on the Deposits tab of the Contract Parameters utility (GLCN90D (3834)) has been changed from a drop-down to radio buttons. This resolves an issue in which attempting to open this drop-down would occasionally cause the application to load indefinitely.

SRM-5937

Resolved an issue affecting the Operator utility (GLOP01) in which the Employee Number field would occasionally be uneditable.

TR-5625

A new 'Print "Completed By <TECH>" Comment' checkbox has been added to the Estimate and Work Order Parameters window at System Maintenance → Configure System Settings → System → Company Parameters → Estimate and W.O. Parameters. 

When checked, the "Completed by <Mechanic Name>" comment automatically added to Work Orders completed in Service and Rental Mobile will be flagged as customer-facing, and will appear on printed documents. When unchecked, this comment will be internal-only.

TR-6144

In Database Lock Inquiry, users are now able to terminate their own session.

TR-5829

Updated the behavior of the Texada Pay tab at Company Parameters → Software Integration → Texada Pay.

• Credentials will now be hidden by default, improving security and allowing users to safely share their screen.
• A new "Show/Hide Credentials" button has been added to the bottom-right corner of the screen, allowing the user to toggle between showing and hiding credentials.

TR-5811

If "Allow On Account for Cash Customers" is set to "No" at Company Parameters -> Invoice Parameters, payments will no longer be able to be taken on account in the following locations:

• The Customer Payments screen
• The Counter Payments screen
• The /payment/customerPayment API

Ticket #

Description

TR-4481

The performance of the GL Account Inquiry utility has been improved.

SRM-4454

Resolved the "WARNING: SET INVALID VALUE" error that would occasionally occur when changing salespeople via the Change Sales History Salesman utility (INSH66).

SRM-4459

Resolved the "UNABLE TO CREATE SSO" error that would occasionally occur when importing a file through the Update Group Information utility (GRP695).

SRM-5479

Resolved an issue affecting the Update Group Information utility (GRP695 (7059)) in which the review file downloaded prior to importing would occasionally only contain one line of data.

TR-5209

Resolved the "Not all AEMP Telematics configuration complete for Trackunit IRIS API" error that would occasionally occur upon running the Import AEMP Telematics utility.

TR-6465

Clicking the "Excel" checkbox in the Bulk Report function (RSPF56) (Utilities Menu → Inventory Control → Change Bulk Status → Bulk Report) will no longer cause the system to freeze.

TR-6374 

The Export/Import Group function will no longer include blank rows when importing data.

TR-6257

Entries in the Automatic Status Code Update by Group utility will now be automatically deleted if their associated Group is deleted.

Ticket #

Description

SRM-5938

A new "Alternate Vendor Number Processing" option has been added to the Texada Parameters utility (GLCN90P (3843)) at System Maintenance → Configure System Settings → System → Company Parameters → Texada Parameters. 

When this option is enabled, an "Alternate Vendor #" field will be added to Vendor records, making it possible to store secondary Vendor numbers up to 20 characters in length.

The Alternate Vendor # will be displayed along with the standard Vendor Number on the following screens. On these screens, it will also be possible to submit an Alternate Vendor # instead of a Vendor Number in order to open a Vendor record.

• Vendor Information (APVF01)
• View Vendor Information (APVF01V)
• Vendor Account Inquiry (APAP05)
• Vendor Search window (APVFSEL)
• Purchase Orders (RSPO01)
• A/P Invoices (APVI03)
• Warehouse Receiving (INWR20)

Ticket #

Description

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:

SRF (Classic):

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

SRF APIs:

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

TR-4907

In order to prevent processing errors, Work Orders are now limited to 999 line items.

SRM-3971

When printing a Work Order with an associated Contract, the Contract number will now appear under the Work Order Notes section.

SRM-6344

Resolved an issue affecting Work Orders in which the incorrect labor costs were occasionally being posted to the General Ledger.

SRM-6226

Resolved an issue affecting Work Order inspections in which attempting to a view an inspection's details or attached photos would occasionally result in an error.

TR-3456

Resolved the "Unable to locate file to open" error that would occasionally occur when opening an attachment added to a Work Order via API.

TR-3433

Resolved an issue that would occasionally cause "Unknown Operator" locks to appear on Work Orders.

TR-5833

In the Work Orders and Fast Track Work Order Parts utilities, adding a part, typing in a partial description, then selecting a part from the list will now automatically populate the Part # and Description fields with the appropriate information.

TR-6219

Resolved an issue in which selecting a blank service code not configured for Work Order use from the Services Search window would cause the application to hang indefinitely.

Ticket #

Description

TR-3782

Three API endpoints have been updated to to accommodate the new "Alternate Vendor #" field originally introduced in Service, Rental and Financials version 2025.0220. 

• /create/purchaseorder - This endpoint will now accept Alternate Vendor # where applicable
• /get/purchaseorder - This endpoint will now return Alternate Vendor # where applicable
• /get/warehouseReceipt - This endpoint will now return Alternate Vendor # where applicable

TR-4088

• Calls to the /get/customer/ API endpoint will no longer return duplicate customer records; only unique records will be retrieved. 
• "query" is now required when searching all customers.

TR-4087

• /get/site/* will now retrieve all global sites and only produce an error if there are no global sites.
• /get/site/{any other customer number} will now retrieve all global sites for the customer and only produce an error if there are no global sites.

Note: If a user only wants to retrieve the blank site information for a customer, they will need to retrieve all sites and retrieve only the blank site's information.

SRM-6003

A new “includeBasedOnTag” filter has been added to the /get/currentAvailability/product/ endpoint that allows you to filter the returned results. Possible values for this filter are:

• D = Include disposed Products
• T = Include Products with no tags
• N = Don't include Products that are disposed or don't have any tags
• Y = Include products that are disposed tags and don’t have any tags

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

TR-4748

The /get/service API endpoint will now return division pricing regardless of the division checking parameter.

TR-5988

If the credit card convenience fee % is zero when calling the /create/customerPayment API, the system will no longer verify whether or not the credit card fee is optional.

TR-5701

Calling the /create/apInvoice API with an "apInvoiceNumber" and "vendorNumber" that match an existing posted AP invoice will now fail with an error message, preventing invoices from being duplicated.

TR-5937

Resolved an issue in which the /get/availability/product API endpoint was occasionally returning Group-level information instead of Product-level information as expected.

TR-5988

If the credit card convenience fee % is zero when calling the /create/customerPayment API, the system will no longer verify whether or not the credit card fee is optional.

TR-5701

Calling the /create/apInvoice API with an "apInvoiceNumber" and "vendorNumber" that match an existing posted AP invoice will now fail with an error message, preventing invoices from being duplicated.

Ticket #

Description

TR-3990

The overall performance of SRF (Classic)'s menus has been improved.

SRM-4613

The performance of certain SRF (Classic) functions has been improved.

TR-4736

When a user switches Divisions in SRF (Classic), the session is now preserved in the list of users accessed from the Database Lock Inquiry utility.

SRM-4691

When working with File Attachments (ATTACH01), the current amount of memory used and total available memory are now displayed below the Attachments table.

SRM-5557

A warning will now appear if a user attempts to capture a credit card with the same type and last 4 digits as an existing card. As the system is unable to store 2 cards with the same information, the user will have the option to overwrite the original card with the new card. This is an extremely rare occurrence that mostly affects American Express credit cards.

TR-3450

Updated the functionality of the Database Lock Inquiry function (FINDLOCK) to display certain Counter document locks that would previously not have been detected.

SRM-4444

Resolved an issue affecting organizations using smtp.office365.com in which system generated emails were occasionally failing to send with 'Authentication unsuccessful' errors.

SRM-4456

Resolved an issue affecting the Customer Contact Information (CMHP01) and Group Maintenance Schedule (RSGF90) utilities in which certain fields were appearing too narrow to be used correctly.

TR-4475

Resolved an issue affecting the Database Lock Inquiry function (FINDLOCK) in which the Username/Operator column would be blank for some entries.

TR-3947

Resolved the "PO Required" error that would occasionally appear when creating or updating a document for which the PO number had already been filled out.

TR-4812

Resolved an issue affecting multiple utilities in which the "Report in progress" pop-up message would occasionally fail to disappear, preventing the user from interacting with the utility.

TR-4861

It is now possible to add Customer Contacts whose Primary or Alternate Email address contains an underscore (_) after the @ symbol.

TR-6011

A number of changes have been made to SRF (Classic)'s login / logout processes in preparation for the transition to TIS. The following changes only apply to systems for which TIS has been enabled.

1. The "Log Out" button in the top left corner of the OpenClient landing page has been removed. Users must now log out from within the application.
2. The "Lock Screen" button has been removed from SRF (Classic)'s main menu screen.
3. Clicking the "Log Out" button from SRF (Classic)'s main menu screen will now open a new pop-up window with 2 options:
   • Select "Close" to close the window without logging out.
   • Select "Log Out" to proceed with logging out via the TIS logout page.

TR-6620

Updated the term "In-Yard Return" to "Check In" in several locations throughout Rental Management (Classic and Next) to maintain naming consistency.

TR-5541

Added alternate customer number functionality to Customer Export/Import utility.

Ticket #

Description

TR-3044

The error messaging that appears when a system email fails to send due to an expired Gmail token has been improved.

This issue can be resolved by navigating to Company Settings → Emails in SRF (Next) and updating your email settings.

Ticket #

Description

TR-5018

TR-5038

Contract delivery fees will now automatically be added as Services in SRF (Next) when configured to do so. This behavior matches the existing behavior in SRF (Classic).

TR-4815

It is now possible to sign Closed Contracts as well as Contracts that were previously signed. Any subsequent signatures will overwrite the previous signature.

TR-4441

When "Off Rental Reason Codes" is enabled in SRF (Classic) (System Maintenance → Configure System Settings → System → Company Parameters → Contract Parameters → Documents), a pop-up window prompting the user to select valid reason codes for the Contract will appear whenever a Contract is created in Rental Management (Next). This functionality reflects existing functionality in Rental Management (Classic).

TR-5015

It is now possible to edit automatically-added Services on Contracts in Rental Management (Next) when "Allow Edit of Automatic Services" is enabled in SRF (Classic). This matches existing behavior in Rental Management (Classic).

TR-4963

Resolved the "Duplicate Result: Resource already exists" error that would occasionally occur when uploading more than 2 photos to a Contract.

TR-3353

Resolved an issue in which administrators with access to multiple divisions were unable to delete Contracts for divisions other than their own in Rental Management (Next).

TR-4318

Resolved an issue causing Contracts to occasionally become locked after being updated.

TR-3422

Resolved an issue affecting the Create Contract page in which the auto-generated Contract Date would occasionally differ from the user's system's date, depending on their timezone.

TR-2373

Resolved an issue in which users were not prompted to enter meter readings when adding a metered Asset with a Kit to a Contract.

TR-4546

Resolved the "We were unable to get the file" error that would occasionally occur when attaching a file on the Create/Edit Contract screen. 

TR-6103

Resolved an issue in which rate discounts applied to Contracts in Rental Management (Next) were occasionally not being reflected in Rental Management (Classic).

TR-629

Colored badges have been added to the top of the Create / Edit Contract and Create / Edit Reservation pages to make it clearer which page the user is on.

Ticket #

Description

TR-3026

Resolved an issue affecting the Time Tracker and Customer List pages in which no filters would be available via the "Filters" tab on the right side of the screen.

TR-3297

Resolved an issue causing the "Alternate Customer Number" field to be mandatory in the Quick-Create Customer window.

TR-4141

Resolved an issue causing newly-created Sites to occasionally have a status of "Closed" even if "Open" had been selected in the New Site window.

TR-3265

It is now possible to filter the Customer List page by customer number, name, address, and phone number.

Ticket #

Description

TR-3030

Updated the error messaging that appears when trying to create an Asset with an existing Product number.

TR-2783

The "External Resource URL" field on the Asset Details screen has been converted into a clickable hyperlink, making it easier to review external resources.

TR-4386

Resolved an issue causing an error when users attempted to put products Off Rent. This error occurred specifically when the "Activate Enhanced Off Rental Processing" parameter was enabled in Rental Management (Classic) (System Maintenance → Configure System Settings → System → Company Parameters → Texada Parameters).

TR-4333

Resolved an issue where an invalid off-rental reason code was applied when the "Enhanced Off Rental Processing" configuration was enabled.

TR-6201

Resolved an issue affecting the Asset Details screen in which Assets' Maintenance Schedules would occasionally fail to appear under the Maintenance Schedule tab.

Ticket #

Description

TR-4586

The unused "Filter" button on the right side of the Invoice List page has been removed.

TR-3157

Resolved an issue affecting the Edit Invoice page in which it was occasionally not possible to check or uncheck the "On Account" checkbox.

TR-3163

Resolved an issue affecting the Products tab of the Create / Edit Invoice Screen in which rental Products added to the Invoice would occasionally be given a type of "Sale".

TR-3929

Resolved an issue in which it was not possible to create an Invoice containing only Service items.

TR-3915

Rental Products added to an Invoice via the Create / Edit Invoice screen will now be given a default Type of Sales.

TR-4081

Resolved an issue affecting the Create / Edit Invoice screen in which adding a Service to an Invoice would occasionally delete Products from it.

TR-4591

Resolved an issue affecting the Create Invoice screen in which the Tax Code 1 and Tax Code 2 fields would not automatically populate the first time a Customer was selected for the Invoice.

TR-4820

Resolved an issue in which tax totals were occasionally appearing as $0.00 for historic Invoices.

TR-6778

Resolved the "01: Only 1 Tax code provided" error that would occasionally occur when creating an Invoice.

Ticket #

Description

TR-4619

The In-Yard Returns page has been renamed to Check-In. 

"Open" and "Closed" buttons have been added to this page, allowing the user to filter Contracts by status.

TR-3976

Resolved the "Damage Code Not Provided" error that would occasionally occur when submitting a Rental Return.

TR-4114

Resolved an issue affecting the Process Return screen in which the Invoice Date field would occasionally display an "Invoice date must be between [start] and [end]" error even if the selected date fell between those dates.

TR-6661

Resolved the "Oops, something went wrong..." error that would occasionally occur when clicking the "Process Return" button on the Rental Returns page.

TR-5718

Resolved the "We were unable to get the file" error that would occasionally occur when opening an attachment on an In-Yard Return.

Ticket #

Description

TR-3417

Resolved the "Valid bill to postal/zip not provided" error that would occasionally appear when assigning a Reservation from the Reservations List page.

TR-6580

Resolved an issue in which attachments added to a Reservation during creation would occasionally not be saved.

TR-6579

Resolved an issue in which comments added to a Reservation during creation would occasionally not be saved.

TR-6578

Resolved the "Salesperson is required" error that would occasionally occur when editing a Reservation.

TR-6577

Resolved an issue affecting Reservations in which the Customer's address would occasionally default back to their billing address even if a different address was selected at the time of creation.

TR-6557

Improved the performance of availability checking for Product Groups during Reservation creation and editing.

TR-6028

An "Availability" column has been added to the search results window when adding Groups to a Reservation, allowing the user to see availability for that Group.

TR-5222

It is now possible to add Service line items to Reservations in Rental Management (Next), with the same look and feel as the existing Product tab. The new Services tab supports editable fields for Service Code, Description, Quantity, and Rate/Price. Totals are calculated automatically, and a Services Subtotal displays at the bottom of the tab.

• Each service line can be edited or deleted using the triple-dot menu.
• System-assigned services cannot be deleted.
• All changes to descriptions appear on subsequent printed documents.
• Quantity and rate fields are fully editable, with pricing governed by user permissions.
• The Add Services button opens the Product/Inventory Search window for selecting additional services.

TR-1075

An "Assigned To" panel has been added to the Create / Edit Reservation page, users to be assigned to Reservations for completion.

TR-636

A "Comments" panel has been added to the Create / Edit Reservation page. This panel matches the functionality of the Comments panel on other document pages, allowing the user to attach both internal and customer-facing comments to the Reservation.

TR-5822

Resolved an issue affecting the Edit Reservation page in which adding a link attachment would occasionally cause an error.

Ticket #

Description

TR-2948

Division and Location selections made on the Ticket Scheduling page will now be retained when the browser is refreshed.

TR-1697

When performing a Product exchange and creating Pickup / Delivery Tickets for the exchange, the status of the Product being exchanged (i.e. on the Pickup Ticket) will now be updated in the same manner as when performing a Rental Return.

TR-3133

Resolved an issue affecting the Ticket creation process in which unexpected results would occasionally appear when filtering the list of Contracts.

TR-3130

Resolved an issue in which Delivery Tickets created in Service Management (Classic) would occasionally not synchronize correctly with Service Management (Next).

TR-3940

Resolved the "Oops, something went wrong..." error that would occasionally occur when opening a Pickup Ticket.

TR-6737

Resolved an issue in which it was possible to create a Ticket in Rental Management (Next) with dates outside of the allowable range established in the Date Range Control function in Rental Management (Classic).

TR-5898

Resolved an issue in which the status of Closed or Cancelled Tickets would occasionally revert to a previous status.

Ticket #

Description

TR-4463

Super Admins can now bulk enable users within their company to use TIS/IDP! This new feature eliminates the need to individually enable each user.

TR-2958

Resolved an issue in which users whose email addresses contained uppercase letters were occasionally unable to login with the Texada Identity Service (TIS).

TR-6616

The permissions required to access the Labor Management page have been updated to match those required in Service, Rental, and Financials (Classic).

Ticket #

Description

TR-2913

The Mechanics drop-down on the Create / Edit Work Order screen and related screens will now display up to 500 Mechanics by default, increased from 20.

TR-2927

It is now possible to sort and filter the Work Order List page by the "Salesperson" column.

TR-4389

Sold Parts will no longer appear in the Serial # drop-down when converting a Work Order Estimate to a Work Order, preventing the user from accidentally selecting a Part that has already been sold.

TR-2880

The Vendor Product Number of Work Order Parts will now be synchronized between Service Management (Classic) and Service Management (Next).

TR-3301

The "Posting Type" field on the Create Work Order screen is now mandatory.

SRM-6296

Resolved an issue in which attachments included on a Work Order estimate would occasionally be lost when that estimate was converted to a regular Work Order.

TR-3421

Resolved an issue in which it was occasionally not possible to convert Work Order estimates containing serialized Parts to regular Work Orders.

TR-4428

Resolved an issue preventing the addition of labor lines to Work Orders in Service Management (Next) when the labor service code in Service Management (Classic) configuration lacked a division-level rate.

(System Maintenance → Configure System Settings → Accounting → Service Codes → Edit a Labor Service Code → Division Window → No rate) 

TR-4301

Significantly improved the loading speed of large part lists on the Create/Edit Work Order page.

TR-5887

Changes have been made to the way Work Orders with invalid or missing addresses are handled by the system.

• On the Create / Edit Work Order page, a warning icon will now appear if the user enters an invalid address.
• Work Orders with invalid addresses will no longer appear on the Work Order Map, instead of appearing in the middle of the Atlantic Ocean.

TR-6120

Resolved the "Could not find work order. Try again later" error that would occasionally occur upon attempting to open a Work Order after adding an attachment to it.

TR-6059

Resolved an issue affecting the Edit Work Order Estimate screen in which adding Parts, Labor, or Services to an existing Work Order Estimate would occasionally cause the displayed totals to be incorrect.

TR-5717

Resolved an issue in which non-Mechanic users were occasionally appearing in the Mechanics list and in the Mechanics drop-down on the Add / Edit Work Order page.

Ticket #

Description

TR-4757

The default landing page for Service, Rental, and Financials (Next) has been updated from the dashboard calendar to the dashboard console.

TR-2307

Updated the wording of a number of system messages throughout the application.

TR-3329

All Phone Number fields in SRF (Next) now obey the format established in SRF (Classic), in the Number Format field under Company Information.

TR-6730

Improved the error messaging that appears when attempting to switch from Service, Rental, and Financials (Next) to Service, Rental, and Financials (Next) under a Division to which the user does not have access.

TR-6292

Resolved the "Barcode number already exists" error that would occasionally occur when updating Parts barcodes via API.

TR-5984

Resolved an issue in which the formatting of generated documents would occasionally be incorrect when performing eSignatures.

TR-822

The "City" field in the Add New Site window accessible from various pages is now correctly marked as mandatory.

TR-5803

Resolved an issue affecting the Mechanic Efficiency page in which selecting a Mechanic would occasionally redirect the user to the dashboard console instead of the Work Order Performance List for that Mechanic.

Ticket #

Description

TR-2914

Resolved an issue in which disposed Assets were occasionally still appearing on the Asset List page in SRF (Next) or in the Assets list in SRF Mobile.

TM-2375

Resolved an issue in which the "Customer Owned" toggle would occasionally remain enabled after switching a customer-owned Asset to a regular Asset.

Ticket #

Description

TM-1908

Resolved an issue in which text on the View Inspection screen would occasionally appear grayed out, and it would not be possible to open comments.

TM-3128

Android: It is now possible to enlarge Work Order Inspection photos by tapping on them. This matches existing functionality in the iOS version of the application.

Ticket #

Description

TM-2122

Resolved an issue affecting Reservations in which leaving a comment on a Reservation in Rental Management (Classic), then leaving a comment on that same Reservation in Rental Management Mobile, would cause the first comment to be duplicated whenever the Comments screen was accessed.

Ticket #

Description

TM-2452

TM-2444

Resolved an issue in which it was not possible to stage non-bulk rentals regardless of availability.

Ticket #

Description

TM-1965

Resolved an issue in which toggling back and forth between the Ticket Map and other screens would occasionally cause the Ticket Map to appear blank.

Ticket #

Description

TM-2171

TM-2172

The flow for creating a Work Order in Service Management Mobile has been updated to accommodate customer-owned Assets. The User will now select a Customer and address for the Work Order first, followed by the Asset to be worked on.

The original Asset-first Work Order creation flow can still be accessed via the Asset Management tool.

TM-2268

Resolved an issue in which it was not possible to claim an inspection for a newly-created Work Order without exiting and reopening it.

TM-2412

Resolved an issue in which the application would occasionally crash when tapping the "Start Working" button on certain Work Orders.

TM-2377

Resolved an issue in which creating a Work Order for an Asset with associated inspection forms in Service Management (Next), then changing the Asset to a customer-owned Asset and attempting to claim the inspection forms in Service Management Mobile would occasionally result in a "Work Order Sync Error".

TR-2101

Custom fields are now compatible with Work Orders.

When creating a custom field, select "Work Order" under "Page Type" to designate it as a Work Order custom field. It will now appear at the bottom of the Work Order Info panel on the Create / Edit Work Order and Create / Edit Work Order Estimate pages.

TM-2376

Resolved an issue affecting Work Order creation in which performing an asset search, then enabling the "Customer Owned" toggle would fail to refresh the search results if no customer-owned assets would have been found.

TM-2512

TM-2488

Resolved an issue in which the Contract # was not automatically populated when creating a Work Order from the Work Orders tab.

TM-2756

Resolved an issue affecting the Create Work Order screen in which searching for an asset using the Asset Description field would occasionally fail to return the expected results.

TM-2660

Resolved an issue in which attempting to create a Work Order estimate from locations other than the Work Order List would occasionally cause the application to crash.

TM-2403

Resolved an issue affecting Tickets and Work Orders in which the map view/list view toggle button would occasionally show a map icon while in map view, instead of a list icon as expected.

TM-3631

Resolved an issue in which the values of custom fields added to Work Orders in Service Management (Next) would occasionally fail to appear correctly in Service and Rental Mobile.

TM-3607

Resolved an issue in which deleting the last character of a mandatory user-defined field would result in an error and in the character being restored. It is now possible to fully delete the contents of mandatory user-defined fields.

Ticket #

Description

TR-3016

Resolved an issue occasionally preventing the application from receiving push notifications.

Ticket #

Description

TR-3043

Resolved the Internal Server Errors that would occasionally occur when creating a job site in the customer access portal.

TR-6247

Resolved an issue in which credit card fees were occasionally not displaying in the Totals panel of paid Invoices in the E-Commerce Customer Access Portal.

Ticket #

Description

TR-2897

Resolved an issue in which bare URL hyperlinks (e.g. "google.com" instead of "https://google.com") were occasionally not redirecting correctly when included in E-Commerce website pages or as menu links.

TR-6246

Resolved an issue affecting Invoice payment in which clicking the "Pay Now" button on the Invoice Cart window without selecting a payment type would occasionally cause the screen to load indefinitely.

Ticket #

Description

TR-2983

The ability to resize images when creating or editing a page has been added to the new E-Commerce Administration Panel.

TR-4504

The "Extended Warranty" radio button on the Add Equipment page has been removed, and the "Extended Warranty Expiration Date" field will now always be displayed. To indicate that a piece of equipment has no extended warranty, leave this field blank.

TR-4816

Adjusted the sizing of the "Date" column on the Open Delivery Tickets page to prevent dates from being cut off.

TR-3783

2 new permissions have been added to the User Permissions page in the new E-Commerce Administration Panel:

• Work Order
• Customer Owned Fleet

TR-4906

A new "Error Message" column has been added to the Logs / Emails page in the new E-Commerce administration panel. Any errors that occurred with the sending of a system email will be included in this column.

TR-4857

The Export function on the User List page in the new E-Commerce Administration Panel will now export a list of all Users, instead of only those displayed on the current page.

TR-3273

A new "Prohibit Texada Pay Credit Card Invoice Payments For Serialized Parts" checkbox has been added to the new E-Commerce Administration Panel under Settings → Store Config.

This option can be used to prevent E-Commerce website customers from paying for serialized sales parts using Payments (formerly Texada Pay). When enabled, the user will receive an error message when attempting to pay for a shopping cart containing at least 1 serialized item.

TR-3110

The following pages in the new E-Commerce Administration panel have been updated with the ability to select the number of items displayed per page:

• Content → Modals
• Content → Pages
• Inventory → Marketing Code
• Logs → Emails
• Users → User List

TR-1225

Link validation has been implemented on the Carousel page in the new E-Commerce administration panel. Attempting to create a slide with an invalid Link value will now result in an error.

TR-3967

The validation on the "Category" drop-down on the Create / Edit Category page has been improved to prevent invalid selections.

TR-3317

Two configuration options from the legacy E-Commerce administration panel have been added to the Store Config page:

• Default Rental Period in Days
• Minimum Days Out for Rental

Ticket #

Description

TR-4936

When an E-Commerce payment is accepted but cannot be applied to the target Invoice, a warning email will now automatically be sent to your organization's Accounts Receivable contact.

Ticket #

Description

TR-5513

Attempting to process a credit card payment with a payment amount of zero dollars at a terminal will now result in a voided transaction, accompanied by the following message: "Authorized amount of zero dollars detected. This transaction has been voided."

TR-5512

A new "Warn Interval" field has been added to the Texada Pay Software Integration Parameters (GLCN90N (5837)). This field allows administrators to define how long the system waits before displaying a warning message during a terminal payment. If left blank or set to 0, the system will default to 180 seconds.

TR-6437

Resolved an issue in which, after taking a manual payment from the Invoice Totals screen, the user was no longer required to click OK on the payment status message (Approved, Declined, etc.). This functionality has been reinstated, and the message pop-up has been moved to display only after the invoice payment has been written in the Invoice Totals screen and the deposit has been written in the Contract Totals screen, ensuring that exiting either screen does not impact the writing of the payment or deposit.

TR-6463

The error message displayed when a counter payment is is declined/unsuccessful has been updated to the following: “Payment was unsuccessful. The information will be cleared.”

TR-5875

Changes have been made to the following Payments reconciliation reports:

• Texada Pay Reconciliation (OPNEDG7) and Texada Pay Payment Reconciliation (TPLOG03)
  A “Transactions To Exclude” option has been added, allowing users to specify Payment IDs to be excluded from the report results. Both reports will share the same list of exclusions.
• Texada Pay Reconciliation (OPNEDG7)
  A "In GP but not in SRM" option has been added to the "Transactions to Exclude" section.
• Texada Pay Payment Reconciliation (TPLOG03)
  An “Ignore Invalid Document” option has been added, allowing the user to exclude transactions for which no document exists.

TR-5885

Following a Payments manual or card-on-file payment, the payment’s status (approved, declined, etc.) will now appear on-screen for one second instead of in an information box that the user is required to close.