2026.0108 Service, Rental and Financials Product Updates

Ticket #

Description

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-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-6395

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

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-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-6381

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

TR-6374

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

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-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.

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

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.

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

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.”