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2026.0430 Service, Rental and Financials Product Updates

In This Article

Introduction

These notes address new features and code fixes for version 2026.0430 of Service, Rental and Financials.

Release Highlights

Service, Rental, and Financials (Classic) - Received, Not Invoiced Inventory

Texada is pleased to announce new functionality for Received, Not Invoiced (RNI) inventory posting in Service, Rental, and Financials (Classic)! This feature expands on (Classic)’s existing warehouse receiving functionality.

When inventory is received but has not yet been invoiced through Accounts Payable, Financials (Classic) can now create the associated General Ledger postings so that these outstanding warehouse receipts are reflected properly in your financial records. This feature helps automate a process that would otherwise need to be handled manually by your accounting team. 

Service, Rental and Financials (Classic)

Ticket #

Description

TR-7244

When printing and emailing Invoices for Work Orders performed on customer-owned equipment, it is now possible to include Invoice, Work Order, and Inspection information together as a single package.

To support this change, a new "Incl Cust Owned Equip Package On Invc" checkbox has been added in two locations:

  1. Company Parameters → Invoice Parameters
    • This checkbox is only enabled if customer-owned equipment is enabled. If customer-owned equipment is disabled, this checkbox will be automatically unchecked.
  2. The Additional Information window of the Customer Information screen.
    • This field is only enabled if customer-owned equipment is enabled.
    • Possible values are "Yes", "No", and "Company". The default value is "Company".
    • When set to "Company", the value of the "Incl Cust Owned Equip Package On Invc" checkbox under Invoice Parameters will be used.

While "Incl Cust Owned Equip Package On Invc" is enabled for a Customer, printing an Invoice for a Work Order containing a piece of customer-owned equipment will cause the Invoice, Work Order, and any related Work Order Inspections to be printed together.

This change affects the following locations:

  • Work Orders → Close Work Order to Invoice → Print and Email Invoice
  • Work Orders → Document Reprints → Print Work Order Invoices, print and email (ONE invoice only)
  • Counter → Document Reprints → Print Invoices, print and email (ONE invoice only)
  • Daily Close 2 (If "Print Invoices in Daily Close 2" is enabled)
  • API endpoint: /get/pdf/invoice/{invoiceNumber}
  • API endpoint: /update/pdf/invoice/{invoiceNumber}

TR-7736

Some accounting logic has been updated to prevent posting to non-GL locations.

  • In AP Invoice posting, post to the header Division if the line item's Division is not a GL Division.
  • If the "Activate GL Posting For Warehouse Receipts In Progress" parameter is enabled, Received Not Invoiced (RNI) and Received Not Posted (RCP) postings that occur during the Daily Close 3 process will have the following behavior:
    • In warehouse receiving, post to the Purchase Order Division if the receiving Division is not a GL Division.
    • In AP Invoice posting, post to the AP Invoice Division if the line item's Division is not a GL Division.

TR-7832

Resolved an issue in which clicking the "Bulk Report" button in the Change Bulk Status utility would occasionally cause the system to freeze.

TR-6492

Resolved an issue in which the Sales Inventory Value report displayed Divisions instead of Inventory Locations in the Location selection fields, and placed Location values under the Division column in Excel exports.