2025.1030 Service, Rental and Financials Product Updates

Ticket #

Description

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-4861

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

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-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-5893

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