Texada Knowledge Base

Release Notes

Texada SRM (Systematic Rental Management)

2021 SRM (Systematic Rental Management) Release Notes

Contains release notes for SRM (Systematic Rental Management) for the 2021 calendar year.

These release notes address new features and code fixes for the standard release of SRM (Systematic Rental Management) as of 2021. Notes are categorized as either Enhancements (new components or features) or Corrections (bug fixes).

All changes will be fully laid out in the Help Center, located at https://help.texadasoftware.com/knowledge, following the release.

Click here to learn more about the technical requirements for SRM.

August 2021

Version 2021.03

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Counter
Ticket #	Type	Description
SRM-1472	Correction	The print Quote and view Totals features accessed from buttons on the Counter Worksheet details were not reflecting the Damage Waiver that would be applied to the document.
SRM-2084	Correction	The 'Prompt for Clerk' setting in the (Company Security Parameters) now applies to the Rental Quote and the Quote Conversion programs. A new 'Record Clerk Accessing Rental Quotes' flag can also be set in the (Company Security Parameters) to track the clerk and any notes in the (Clerk Document Access Log) (RSCF02) when a Rental Quote is re-accessed.
SRM-2139	Enhancement	The colours defined in the <Division Inventory Parameters> to represent the different inventory and Group availability statuses in the <Current Rental Inventory> (RSEQ10R), have been changed to display as the foreground colours to make the screen easier to read.
SRM-2252	Enhancement	Rental Products on Contracts that are flagged for 'Seasonal Billing' can be manually put "Off Rent" but zero hours will always be calculated to eliminate conflicts with the seasonal billing calculation. This includes the "Off Rent" hours generated by Delivery and Pickup Tickets.
SRM-2218	Enhancement	When a WIP Invoice was out of balance, payment could not be recalculated in Miscellaneous Invoices to balance it.
SRM-2258	Correction	A Date/Time message was being triggered when details were selected for the Close Pickup Ticket (RSCH47).
SRM-2271	Enhancement	The ability to edit/delete/add product details and services to <Credit Invoices> created from RSCM02 has been restored.
SRM-2302	Enhancement	When cancelling a card authorization on a Deposit in the Contract totals screen, the Method of Payment Card Type is now redundant and should not be required.
SRM-2308	Correction	Multiple product Exchanges transactions were not all printing on the Cycle Billing Invoice.
SRM-2317	Correction	In <Customer Payments> (ARPC01) the payment receipt for a Texada Pay payment was being generated before the payment was approved.
SRM-2342	Correction	The print receipt option was not always working from <Counter Payments> (ARPC01).
SRM-2391	Correction	A voided payment was correctly displayed in the Open Edge reporting but not in the SRM Texada Payment Log.
SRM-2420	Enhancement	<Invoice Comments> (RSIC01) can be modified in the <Update Invoice Information> (IHIH60) utility for invoices in Current, Batch or History status.

Work Orders
Ticket #	Type	Description
SRM-1705	Enhancement	The Jasper Inspection form has been updated to include the Mechanic or Inspector Name, Email address along with the date.
SRM-2201	Enhancement	The <Bulk Close Work Order> (WOWH28) tool now respected "Date Range Control'.
SRM-2221	Enhancement	The Comments from each Maintenance Schedule transaction were not all printed on the resulting Work Order when the Work Order was generated to execute multiple scheduled jobs.
SRM-2235	Enhancement	The current Contract# has been added to the detailed <Work Order Report> (WOWH11) spreadsheet output for easy reference.
SRM-2331	Correction	The <Release Work Order Requirement> (WOWH18) utility can be used to remove the "in-use requirement" flag that was generated when the Work Order. was created and ensures that the requirement flag is not added back by the rebuilding requirements tools.

System Maintenance
Ticket #	Type	Description
SRM-2103	Enhancement	The export utility for Inspection Forms was including forms that had been previously deleted.

Accounts Receivable
Ticket #	Type	Description
SRM-2106	Correction	When a Customer, Vendor or Site record is accessed in Add or in Change mode, that same mode is now automatically applied to the Contact window.
SRM-2184	Enhancement	Customer Report enhancements include: <Customer Lists (ARCF20) - 'Account Opened' filter added for PDF & spreadsheet, and also added as a data column to the spreadsheet output for Summary, Detailed and Quick <Account Opened Report> (ARCF16) - 23 additional data information columns added to the spreadsheet output
SRM-2344	Enhancement	Deposits taken on <Sales Orders> in SRM are now reflected in the Deposits Total and the Outstanding Deposits summary window accessed from the <Customer Account Inquiry> (ARAR05) along with the Contract, Reservation & Work Order deposits.
SRM-2432	Enhancement	The 'Customer Statement Log' generated by the <Customer Statements> (ARAR30)

Accounts Payable
Ticket #	Type	Description
SRM-2232	Correction	The <Fix Zero Balance Cheques> (APCD02) tool can be used to fix a legacy issue where there was no Check History for applied A/P Checks, caused by paying a mixture of negative and positive payments to A/P invoices that total to a net value of zero, but the zero dollar cheque was never created and none of the invoices are paid.

Back Office
Ticket #	Type	Description
SRM-2222	Correction	The Credit Warnings were inflated on the <Cycle Billing Edit Reports> (RSXD14) when "include unposted invoices in account balance" was activated because it was doubling the invoice totals generated by the billing process as also being unposted.
SRM-2298	Correction	When the company is not configured to login as Operators By Division but the <Company Billing Parameter> is set to allow "Cycle Bill by Division" then the 'Cycle Bill' RSXD14 job can only be run for a single Division from <Automated Reporting> (SMCR01) if the Invoices are also generated to complete the Cycle Billing run.

Utilities
Ticket #	Type	Description
SRM-2165	Correction	Data in the Import Information spreadsheet of the Update Customer Information Export utility (ARCH37) was displayed in the incorrect columns for AA & AZ.
SRM-2278	Enhancement	The <Update Asset Tag> (RSRI10) tool is available to any operator with Menu Role Permission.
SRM-2377	Enhancement	The <Move Inventory to Another Location> ( RSIL98) utility is now available as an option on the "Utilities -> Inventory" menu rather than being restricted to Texada staff only.

Inventory Control
Ticket #	Type	Description
SRM-2230	Enhancement	Rebuild Product Out Hours fix on partial product selection where exchanges have occurred.

Texada Pay
Ticket #	Type	Description
SRM-2188	Enhancement	The advantage of the Texada Pay "Address Validation" feature is that a shop can save on processing fees if additional information is provided to the card issuers when completing a Credit Card transaction, such as a Postal/Zip code and matching Address Line 1. This option only applies to Credit Cards whether on-file or manually entered payments. A mismatched response can still be processed with a warning, or could be rejected for payment based on the card issuer policy.
SRM-2321	Enhancement	Because TBD-M, TBD-A and FILE* are payment codes that are used internally as place holders by the software, they cannot be used as <Methods of Payment> in the method of payments table (ARMP01).
SRM-2323	Enhancement	The spreadsheet output of the <Texada Pay Log> (TPLOG01) has been simplified and now suppresses three internal information data columns.
SRM-2343	Enhancement	The <Texada Pay> Session ID To Card Reader Mapping> (TPSI01) table has been flagged to show on the menu so that it can be added to the 'Additional Options' menu for easier access.
SRM-2357	Enhancement	Transactions have been increased to 2 minutes 30 seconds to allow for slower responses not completing in time.
SRM-2358	Enhancement	The 'Activate Texada Pay by Division' window on the <Texada Pay> configuration screen can be used to enable the Divisions that are ready to use TP and to disable TP for specific Divisions that are not yet ready to start using Texada Pay.
SRM-2369	Enhancement	Now that the time-out period for Texada Pay transactions has been increased to 2 minutes and 30 seconds to allow for slow Canadian Debit clearing house responses, the declined cards condition should not need to wait for the extended period.
SRM-2418	Enhancement	The TP "Address Validation" feature can only be enabled in the <Texada Pay> (GLCN90) configuration when the "Global Payments" processing is active. The Manual Card entry for Texada Pay now respects the Postal/ZIP Code format defined in the <Currency Code> (GLCU01) table.
SRM-2453	Enhancement	The Texada Pay flag to 'Refund Existing Payment Only' can still be activated if the 'Activate Global Payments' is not enabled.

API
Ticket #	Type	Description
SRM-2320	Enhancement	When an Inspection Form fails on submission from Texada Mobile, the log has been improved to include a reason for the error and rollback.
SRM-2380	Correction	Attachments added to a <Work Order>(WOWH01) in SRM or in Texada Web Work Order Inspections were not being stored on the <Rental Product> (RSPF02) being serviced.
SRM-2428	Enhancement	Description was assigned to the Work Order instead.

Other
Ticket #	Type	Description
SRM-2108	Enhancement	The same URL can only be added once to a specific Attachments table.
SRM-2216	Enhancement	The Jasper Counter document forms including Quotes, Reservations, Contracts, Del Tickets, Pick Tickets, Work Orders, Work Order Invoices, and Customer Statements, respect the "Trading As" value when saved in the <Customer Information> (ARCF01).
SRM-2328	Correction	XML exports generated from Daily Close were not properly detecting when running in a Playdata environment so a "play-" prefix has been added to the naming convention.
SRM-2332	Enhancement	The record size in the <Comment> (RSCC01) table has been increased from 60 to 250 characters in TW & TM to match the maximum allowed in SRM.
SRM-2335	Enhancement	The <Peak License Usage Details> (SCS96) now includes the user name from GLOP in the Detail information for each license used.
SRM-2351	Correction	Cut and paste values are functional in Open Client sessions with right-click on a field via mouse.
SRM-2362	Correction	Bug fix - The <Aged A/R Detail Report> (ARAR28) run by due date yes/no and with extended yes/no was not clearing the temporary oracle tables properly.

May 2021

Version 2021.02

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Enhancements
Ticket #	Description
SRM-2301	When Texada Pay is not active, the drop-down box for Method of Payments selection on the Contract Deposits was only displaying MOP matches to the Company defined Currency instead of MOP matches to the Currency assigned to that Customer
SRM-2300	This Download XML Exports And Reports utility allows users to download reports created by automatic reporting, as well as Daily Close and other XML export files
SRM-2282	The create Delivery and Pickup Ticket APIs now include Inspection in the response required by the metered Assets on the tickets
SRM-2273	The “DEBUG_FUNCTION_TIMES” variable tracks the length of time some of the Global Logics are taking to run
SRM-2270	A customer's custom configuration can now be activated in the srm_master environments for test purposes
SRM-2260	On the Delivery Ticket, the ShipToPhone in the shipping address now displays
SRM-2250	With the Enhanced Taxing feature, Work Orders can now be closed even if they are not assigned a GEOCode
SRM-2249	The Purchase Order Report has returned to the menu tree
SRM-2229	Canadian and U.S. Card present refunds can be processed by a Texada Pay scanning device respecting the configuration to enforce refunds to equal to or less than an existing payment of the same type
SRM-2187	The Counter Customer Payments process provides a header setting to “Pay After Invoice Selection” so that the total amount to be paid does not need to be entered until after the invoices to pay have been selected and is then auto-calculated (Operator Role Permission is required to utilize this feature)
SRM-2183	Direct Credit banking for the Bank of Nova Scotia can now be used to pay A/P invoices when configured in Direct Credits A/P Payments Defaults for the CPA 005.
SRM-2180	When a Part is used on a Work Order in Texada Web and the description is changed, the updated description is now recognized by the Add Parts to Work Order API
SRM-2164	When a <Work Order> is created directly from a <Rental Return> or from an <Exchange>, the Return LOCATION is assigned to the resulting W.O. for both DIV & LOC, unless that Location is not a G/L type division, and in that case the resulting W.O. is still assigned the Return LOC but the W.O. DIV stays the same as the source <Contract>.
SRM-2147	The option to initiate an email requesting an ‘e-Sign Quote’ is provided on the Rental Quotes Totals & Summary screen.
SRM-2110	The "Mandatory Site" flag on documents from the 'Required Information' fields in the Company Contract Parameters is now passed to Texada Web.
SRM-2101	A Date Stamp of the last successful Play Refresh is logged for reference.
SRM-2098	The Purchase Order ‘Division’ and ‘Division Name’ have been added to the spreadsheet output of the PO/Contract Accrual Report
SRM-2097	Additional values added to the Purchase Order Report spreadsheet export include a ‘Closed’ status explanation column on both the Summary & Detail format, as well as the “Inventory G/L Account #” with “Description” on the “Detail” format.
SRM-2096	The Unbilled Revenue Report> has been improved to supply the “Billed Thru Date” for the revenue calculation on the spreadsheet output, and also to provide the option to “Include Revenue G/L Accounts” for Rentals, Sales, Services, DW and Taxes.
SRM-2095	The Current 'Product Status' with Description is exported on the spreadsheet of the <Book Value Report> (RSIT27) regardless of the reporting date.
SRM-2094	The <Accounts Payable Activity Report> (APAP15) detailed spreadsheet output with product details includes the PO# and the G/L Inventory account information.
SRM-2093	The Aged A/P Detail Report aging information is now displayed on the spreadsheet output at the individual invoice level, with an option to display or suppress the Vendors’ aging totals.
SRM-2092	Additional fields have been added to the G/L Activity By Posting Source spreadsheet, including the Vendor number, name, P.O.# for the A/P Invoices and Vendor Invoice Date for AP Postings, and the Customer number and name for AR Postings.
SRM-2091	The option to “Include G/L Accounts” has been added to the Customer Revenue Report detailed spreadsheet so that columns for the G/L Revenue Account number and description are included in the output
SRM-2090	On the spreadsheet output of the Aged A/R Detail Report, the aging information prints at the Invoice level and provides an option to also print a summarized Customer aging totals line. Both the ARAR & RSIH P.O.#s are printed on the spreadsheet output if they are different
SRM-2088	The Employee Name has been added to the Work Order Report when the Texada Mobile employee information is printed on the summarized spreadsheet output.
SRM-2083	A valid format is required for any Divisional Purchasing Agent email addresses setup in the <Texada Web Division information> (GLISD01) window of the <Logistics> (GLCN90N) configuration but if left blank for a Division the email address defaults to the Company address as defined in <Logistics> (GLCN90N).
SRM-2081	When the Company Rate Parameter to "Prompt For Default Rate Code" is activated, the create and update documents APIs respect the 'Weekend' and 'Overnight' Rates based on dates and times submitted
SRM-2075	Additional values are now added to the Unapplied Payment Report spreadsheet, including the Receipt# and any Comment captured when the payment was entered in Counter Customer Payments
SRM-2071	The Change Rates utility on the Contract Details allows an operator with Role Permission to change the rates of a billed rental product to apply only to cofuture billings. A record is written to the Audit Log to track the rate change on the Contract detail.
SRM-2055	An “Initial Closed Date” is maintained on the document to track the when a Contract is closed for the first time, regardless of subsequent activity
SRM-2047	When “Texada Mobile” has been activated, the first Address line of the Customer, Site, Document Billing and Shipping addresses becomes a mandatory input field to support the address requirement on Delivery and Pickup Tickets
SRM-1912	When a Customer Payment, Invoice or Deposit is paid the option to print or email the “Payment Receipt” is provided
SRM-1730	The Reservation was not respecting the Product Status Code “No rent allowed” flag
SRM-1280	When a Company is using ‘Texada Web’ and an operator is configured to use ‘FleetLogic’ in the Operator Codes, a [Switch to Texada Web] button is activated on the SRM Main Menu for MFC or OC sessions to open a browser session for easy access to Texada Web.
SRM-1001	The Work Order Report can be generated automatically and the output emailed to preferred users by configuring WOWH11 to be run from Automatic Reports
SRM-966	The New Acquisitions Report> can be generated automatically and the output emailed to preferred users by configuring RSRI22 to be run from Automatic Reports
SRM-924	Texada Pay deposit and invoice refunds can be processed in Canadian, U.S., Australian and New Zealand currencies. A Texada Pay flag can be set to enforce refunds to equal to or less than an existing payment of the same type.
SRM-591	Because a closed Work Order and associated Work Order Invoice cannot be changed even if they are wrong, the Credit Work Order utility provides the ability to create a reversing Work Order that can then be closed out to create a reversing Credit Work Order Invoice The Clone Work Order utility can then be used to make a copy of a current or history Work Order, that can be corrected and closed to a new and correct Work Order
SRM-309	The Service Codes can be added, modified and deleted using the Export/Import Service Codes utility As part of this process a separate worksheet can be used to update 'Divisional Pricing’ for the Service Codes

Corrections
Ticket #	Description
SRM-2277	Custom forms for Ames now print to PDF correctly.
SRM-2269	Signature attachments associated with the All-In-One document now show on the associated tab of the Customer Attachments table
SRM-2259	When not sorting the Work Orders by customer number, the summarized Work Order Report now lists the data output in Work Order number sequence
SRM-2256	When Texada Pay is active, the drop-down box for Method of Payments selection of ‘Other” was only displaying MOP matches to the Company defined Currency instead of MOP matches to the Currency assigned to that Customer.
SRM-2253	After a 'Customer Payment Receipt' is emailed or printed, the associated document can now print without exiting the function
SRM-2241	Texada Pay Authorizations are now being held for the Rental Return instead of being applied to the Invoice resulting from a Cycle Billing if the invoice was reviewed.
SRM-2240	Texada Pay Authorizations were not being transferred to the Invoice resulting from a Rental Return but they were being logged in OE/GP portal anyway.
SRM-2238	The Select Warranty Type option on the Fixed Asset Tag is now upgraded to a search window to avoid a hanging issue with the previous drop-down list
SRM-2227	A corrupt Safety Sheet is no longer interfering with printing the Contract from SRM or from Texada Web
SRM-2191	The Restructure Product Class/Group no longer breaks the Requirements API's by moving all products in the Group instead of just the selected product(s).
SRM-2189	The parts received message sent to the Texada Mobile mechanic from SRM Warehouse Receiving uses the Work Order description of the part from the Texada Web order instead of the product file description.
SRM-2137	The quantity at a zero Qty Location for a Serialized Sales product is no longer increased to 1 when zero was imported via the Inventory Count Worksheet
SRM-2102	When an Asset Exchange is submitted via a Pickup Ticket, and both Delivery & Pickup Tickets are generated to complete the exchange, the Inspection Form should only be attached to the Pickup Ticket for the ‘replaced’ Asset.
SRM-2065	A contract that has associated Texada Web Delivery or Pickup Tickets can no longer be deleted in Delete a Single Contract in SRM
SRM-2020	The Warehouse Receiving Receipt now prints the correct Bin# when a change to the Bin# is entered in Warehouse Receiving

April 2021

Version 2021.01

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Accounts Payable
Ticket #	Type	Description
SRM-1870	Enhancement	SRM continues to support printing the 1099-Misc Form with the 2020 updates and provide the values to complete the new accompanying 1099-NEC form, but will not be printing the 1099-NEC form directly
SRM-1791	Enhancement	When an “Alternate Payee” is defined for a Vendor to receive the A/P Payments, the “Alt Payee” name and address are now are also printed on all Purchase Orders for that vendor in place of the vendor’s primary name and address

Accounts Receivable
Ticket #	Type	Description
SRM-2036	Correction	The edit/delete in the customer Contact Titles table now allows the user to modify any title and delete multiple records
SRM-2030	Enhancement	When a Texada Pay Credit Card is deleted from the customer’s saved Credit Card list, an internal error is no longer displayed to the use
SRM-1979	Enhancement	There is now a customer site report by created date, including the tax fields, which has multiple rows per site with one line per tax code on that site
SRM-1978	Enhancement	An exemption type and exemption expiry field is now added to the customer and site level tax information within the AR module
SRM-1933	Correction	A Change Location of In-Yard Return utility is now provided to correct a Return Location for items on an In-Yard Return Worksheet prior to the Rental Return
SRM-1914	Correction	When a current Invoice billed from a Contract with manually modified rates is reversed to create a Credit Invoice, the resulting Credit Invoice now respects and prints the Rates from the Contract
SRM-1770	Enhancement	Customers that require a specific Purchase Order# on an Invoice can now be configured in the Customer Information with a "Purchase Order Warn" flag so that when a Contract for that customer is billed in the Rental Return or Cycle Bill a Single Contract, a warning is generated to alert the operator of this Purchase Order requirement
SRM-1625	Enhancement	The APIs are now enhanced to allow Portal access to Cash Customers as long as the customer number is not defined as a Divisional Clone customer

Back Office
Ticket #	Type	Description
SRM-2009	Correction	The Cycle Billing report now calculates billings correctly when there are multiple off-rentals for a Contract
SRM-1957	Enhancement	There is now a "Clear" button on the Cycle Billing Edit screen
SRM-1919	Correction	When the number of Operators flagged to use FleetLogic exceeds the Licensing count allowed for FleetLogic, a warning is now generated of the access count on exiting the Operator file
SRM-1907	Correction	Standard import checks barcodes file for barcodes 1 and 2 on the import sheet, even if they are blank If there happens to be a blank barcode assigned to a product, the import will reject these lines
SRM-1982	Correction	The file size issue causing the Agree AR to GL Discrepancy to write junk files to the data directory for GLGL17C instead of the actual file ARGLERR.TXT is now resolved
SRM-1745	Enhancement	The Cycle Billing Edit report and Generate Invoice Confirmation report can now be output to PDF or exported to a spreadsheet where the different reports are on separate tabs

Counter
Ticket #	Type	Description
SRM-2082	Enhancement	The user can now change the location when closing Pickup Ticket
SRM-2003	Enhancement	Allow user to take a payment for out of balance work order invoice When a Work Order Invoice is out of balance, it can now be re-accessed in Miscellaneous Invoices just to correct and balance the payments
SRM-1943	Correction	The values in the Reservation Search results in RSRHSEL are now aligned correctly with the column headings
SRM-1939	Correction	A Delete IYR Worksheet utility is now provided to remove the worksheet so items can be returned by Contract in the Rental Return, which will allow the bill date and bill to be adjusted
SRM-1960	Enhancement	When a Pickup Ticket is closed at one location and the In Yard Return is returned to a different location, the warning displayed in the Pickup Tickets Returned to Wrong Location screen at Rental Return now only includes warnings for the contract/items currently being returned
SRM-1936	Enhancement	There is now no restriction on whether a PPSR can be entered for the same non-bulk asset on multiple contracts or even multiple times on the same contract when no availability checking is on
SRM-2022	Correction	The ability to note Quantity Delivered/Picked on open tickets is now removed, and closed Delivery/Pickup Tickets do not display Quantity Delivered/Picked
SRM-1839	Correction	When the user clicks in the Additional Options window of the Expanded Product detail in Contracts, the PPSR Entry screen no longer freezes and forces the user to terminate their session
SRM-1818	Enhancement	Current SRM Cycle Billed Invoices and Rental Return Invoices that are in progress or held can now be merged when 'Vertex Taxing' is activated if the Vertex Version is 9.0 or higher and the invoices meet the merge match criteria defined in the Company Billing Parameters
SRM-1771	Enhancement	A PDF Terms and Conditions page can now be uploaded and inserted into a contract
SRM-1643	Enhancement	When Enhanced Taxing is active, Work Orders can now be created in Texada Web but are not assigned a GeoCode as the Work Order must be closed to an Invoice or a Repair in SRM so that the GeoCode and Tax calculations are completed
SRM-1040	Correction	The “Customer Name Search” in document headers including Sales Orders, Rental Quotes, Reservations and Sale Approval Quotes, now returns the customer matches when the operator types in the first few characters of the alpha key in the ‘Customer#’ field.
SRM-1643	Enhancement	When Enhanced Taxing is active, Work Orders can now be created in Texada Web but are not assigned a GeoCode as the Work Order must be closed to an Invoice or a Repair in SRM so that the GeoCode and Tax calculations are completed

Data Management
Ticket #	Type	Description
SRM-1920	Correction	The Export/Import Product Clean-Up utility now only accepts Meter values of M, B, N or blank and only throws an error if Y or any other character is submitted on the import file
SRM-1902	Correction	The system now allows the import of taxes that are zero

Inventory Control
Ticket #	Type	Description
SRM-2045	Enhancement	The Status Code field on Rental Inventory or Product Inquiry Screen is now widened to display the entire Status Code
SRM-2041	Correction	The Make/Model table now saves the Make or Model 'Type' for manually added records to re-display them on the appropriate screens and export the Type in the data export template.
SRM-1993	Enhancement	The sales product Mobile Description Override description is replaced by a checkbox

Purchase Orders

Ticket #

Type

Description

SRM-1724

Enhancement

The 'Close' checkbox in the O/S Warehouse Receipts Update is now

disabled for Re-Rent products to allow these Purchase Orders to stay open for ongoing AP Re-Rental Billings

Work Orders
Ticket #	Type	Description
SRM-1961	Enhancement	The user can now access and correct an out-of-balance Work Order Invoice in Miscellaneous Invoices
SRM-1652	Enhancement	When a Work Order is reversed using the Reverse Work Order Invoices utility, any Deposits used on the associated Work Order Invoice are now reinstated on the Work Order so they can be re-applied when the Work Order is updated and closed again
SRM-1638	Enhancement	When Enhanced Taxing is active, Work Orders can now be created in Texada Web but are not assigned a GeoCode, the Work Order must be closed to an Invoice or a Repair in SRM to allow the GeoCode and Tax calculations to be completed

Reports
Ticket #	Type	Description
SRM-1773	Enhancement	The Purchase Order Report now can be generated automatically and the output emailed to preferred users
SRM-1659	Correction	The Time Utilization Report no longer returns zero results when only a single product is specified in the filters
SRM-1524	Correction	The Detailed Open Contract Report by Division now prints the contract header when the Contract has only Services

System Maintenance
Ticket #	Type	Description
SRM-2100	Enhancement	The Open Client tabs are now updated to always include the Company Code to clearly identify the SRM company being accessed in the browser
SRM-1988	Enhancement	The Tax Codes by Postal/Zip tool is now upgraded to respect the +4 format in the new "To Code" so that the full range of Zip codes is covered
SRM-1916	Enhancement	The Division print alternate Address on document feature is now enhanced to provide the ability to set a different address for each division to print on documents including or excluding Purchase Orders
SRM-1280	Enhancement	When a Company is using ‘Texada Web’ and an operator is configured to use ‘FleetLogic’ in the Operator Codes, a [Switch to Texada Web] button is now activated on the SRM Main Menu for MFC or OC sessions to open a browser session for easy access to Texada Web
SRM-1280	Enhancement	When a Company is using ‘Texada Web’ and an operator is configured to use ‘FleetLogic’ in the Operator Codes, a [Switch to Texada Web] button is now activated on the SRM Main Menu for MFC or OC sessions to open a browser session for easy access to Texada Web

Texada Pay
Ticket #	Type	Description
SRM-2051	Correction	When Texada Pay is activated and a Contract Deposit is entered for a customer from a different country, the correct Payment drop-down box is now displayed
SRM-1756	Enhancement	The expiry Month and Year fields in the Texada Pay Capture Card window can now be read in Open Client
SRM-1736	Enhancement	Payment Method selection is now reduced
SRM-1694	Enhancement	The AR Payments utility is now enhanced to accept ‘Texada Pay’ Credit Card and Cheques as payment options
SRM-1663	Enhancement	The Open Edge Merchant Portal report was now tracks the associated document number for the payment or deposit in SRM and displays invoice numbers

API
Ticket #	Type	Description
SRM-2049	Correction	When updating Texada Web Purchasing Agents for Divisions or company wide from the Re-Order Report, a data refresh is now triggered
SRM-2013	Enhancement	The Create Invoice API now shows a proper “Quantity not provided” error if any Sales Part, Rental product or Service detail is submitted with zero quantity
SRM-2005	Enhancement	The FILE* method of payment is now removed from Create/Payment APIs
SRM-1990	Enhancement	A contract transaction number as reference key in attach table for In Yard Return is now added
SRM-1924	Enhancement	The Divisional Alternate Damage Waiver values and settings are now respected in the Get and Update Price APIs for Groups and Products
SRM-1924	Enhancement	The Overnight Rate is now respected in the Get Price, Product, and Group APIs even when it falls within the Weekend Rate period

Tech Debt
Ticket #	Type	Description
SRM-2027	Correction	Add/delete of global updates run from the UPDATE proisam file is now allowed
SRM-1947	Enhancement	When an Open Client session is dropped, it can now be recovered when an operator re-accesses the Login screen using the same type of browser and on the same device, by clicking on the ‘View and Resume Sessions’ option on the Login screen

Utilities
Ticket #	Type	Description
SRM-1967	Enhancement	The Export Vendor Data utility now respects the directory defined in the Daily Close Parameters to be consistent with the other XML exports
SRM-1786	Correction	The standard Group Import for Sales and for Rentals now respects the availability Y/N flags, and if the field is blank, it now converts to Y on the import

Integration
Ticket #	Type	Description
SRM-1963	Correction	Status Codes now update correctly on products during Rental Return

General Ledger
Ticket #	Type	Description
SRM-1921	Correction	The Tax Activity Report date range selection now respects the Standard Journal posting and reversing dates for GL accrual posting transactions
SRM-1800	Correction	When taxes are auto calculated on G/L Journals and multiple taxes are calculated for multiple trx lines on one Misc Journal, now the "Ref" value defaults from last trx line for that Tax code, and the 'Details' value lists the associated 'Tax Code'
SRM-1436	Enhancement	The Update Product Class, Change Class On Product and the Exchange Product Class utilities now generate a warning on the screen that the transfer of the inventory value needs to be posted manually in the General Ledger where required

Email
Ticket #	Type	Description
SRM-1698	Enhancement	The Emailing functionality in Play Data can now be configured for tighter security to allow All Emailing, or to allow only Single Docs/Reports & Texada Web, or to completely Disable Emailing in play
SRM-1648	Correction	The Log message is now improved to allow In Yard Return email sending to the email printer

Signature Capture
Ticket #	Type	Description
SRM-1883	Enhancement	The internal Contract status is now also updated when a signature is captured by Texada Web

Jasper
Ticket #	Type	Description
SRM-1877	Correction	When utilizing Duplex printing with Delivery/Pickup Tickets, the title label and ticket number now print properly
SRM-1849	Correction	The Inspection form checkbox and signature printing error is now resolved

Company Creation
Ticket #	Type	Description
SRM-1873	Correction	The Background transactions now writes to a log file each time an SCS operator record is updated to help identify when updates are done

Custom Programming
Ticket #	Type	Description
SRM-1720	Enhancement	An optional Profile Class can now be assigned to Contracts and Invoices for BI Analysis reporting

Navigation
Ticket #	Type	Description
SRM-1834	Enhancement	The title of the SRM product sign in dialogue box is now updated to “Texada SRM Login”

Customer Contact
Ticket #	Type	Description
SRM-1792	Enhancement	The Export/Import Contacts tool is now enhanced to provide direct access to create new Social Media Types and to include them on the template, and also to automatically create and assign new Contact Titles from the import sheet

Other
Ticket #	Type	Description
SRM-1940	Enhancement	A search field is now provided for all tax processing in the Tax Codes screen to easily find partial matches to Tax Codes or Tax Descriptions
SRM-1693	Correction	When sending the ‘Dual Layer Security’ link email, it no longer sends the link for the Live environment if the operator is trying to sign into PlayData
SRM-326	Enhancement	The Export/Import Min & Max tool can now be used to update Group or Product Re-Order Minimum/Maximum quantities in batch

January 2021

Version 2020.05

Document Header Line-1

Accounts Payable
Ticket #	Type	Description
SRM-1843	Correction	When multiple vendor checks required the <AP Overflow Remittance Report> to be printed the report was only printing the first vendor header and the last total summary data.
SRM-1722	Enhancement	The ‘PO Search and Select ‘ (INPHSEL) utility using the “All” status filter was returning all the P.O.s in the range but displaying them all with a Cancelled status.
SRM-1697	Correction	The calculation for Re-Rentals ‘Cost’ in <AP Invoice by PO> was incorrect for Bulk Re-Rentals because it multiplying the quantity twice.
SRM-1415	Enhancement	The AP Check history tracks any Alternate Payee on the check and includes it on the Check and Check Stub, the <Posting Journal> (APCH20), <Check History Reports> (APAC15) and <Invoice History Reports> (APAC10).
SRM-1337	Enhancement	When the invoices are displayed in the <A/P Account Inquiry> (APAP05) an "All Invoices/Unpaid Only" button is provided to refresh the list changing the filter of the invoices selection.
SRM-1023	Enhancement	The ‘Trading As’ field in the <Customer Information>(ARCF01) has been expanded to 60 characters to allow for lengthy customer legal names, and can be used in the Key search to find customers and can also be printed on customized Jasper documents.

Accounts Receivable
Ticket #	Type	Description
SRM-1794	Correction	The <Account Inquiry> (ARAR05) and the <Invoice Summary & Totals> (RSIH03 & OEIH02) screens were throwing an APP_DATA error on systems where the Texada Pay with Global Payments had never been configured.
SRM-1554	Enhancement	When the currency is defined for an Australian company in the <Company Information> (GLCN01) the "Government ID" prompt in the <Additional Customer Information> window becomes the "Australian Business Number" (ABN) field. The ABN is displayed in the <Contract Detail Additional Options> (RSCDP02) window with the PPSR details and is printed on the <Contract Report> (RSCH55) spreadsheet when the PPSR details are included.
SRM-1508	Correction	If the payment method is flagged in <Method Of Payment Codes> as Type A, M or F that indicates payment is by Debit or Credit Card, then a warning is triggered in <A/R Payments> (ARAR03) that the payment needs to be processed through the <Counter Payments> (ARPC01) utility to process the Texada Pay transaction.

Back Office
Ticket #	Type	Description
SRM-1864	Correction	<Reverse a Cycle Bill Invoice> (RSCD37) for assets Out on a Contract should not be checking overall asset/group availability.
SRM-1847	Enhancement	The [SEARCH] button on the <Configure System Settings> (CONFIG) screen was failing on SaaS so the code has been modified to use VIPBM05.

Counter
Ticket #	Type	Description
SRM-1856	Correction	The error messages were not displaying properly when an E-sign Email for a signature request on a document failed.
SRM-1814	Correction	The ‘Unit Price’ or ‘Unit Cost’ prints out 4 decimal places on the Jasper Work Order, Jasper Miscellaneous Invoice, Jasper Purchase Order and Warehouse Receipt documents, and is displayed to 4 decimals on the P.O. details screen, the Miscellaneous Invoice details screen as well as the Invoice Inquiry Details screen.
SRM-1738	Enhancement	The ‘Email for Invoice Payment’ feature has been extended to include <Order Entry Invoices> and has been improved to exclude Paid Invoices, Zero Dollar Invoices, Credit Invoices and Invoices pending Approval.
SRM-1686	Enhancement	A [CLONE] button is provided for both the <Rental Quotes> (RSQH01) and the <Sale Approval Quote> (RSVH01) to provide the ability to create a new quote by copying the details from another existing quote. This allows "Standard" generic quotes to be setup that can be cloned repeatedly to generate actual Quotes always leaving the original source document intact.
SRM-1633	Correction	The Jasper Contract was always printing the generic DW code for a Damage Waiver charge instead of printing the actual code & description setup in <Waiver Codes> (RSDW01).
SRM-1621	Correction	Clarify documentation for existing logic where when the 'GST Company number' is defined by <Division> and the 'Print GST Exempt Asterisk (*) on Documents' is enabled, this print asterisk feature applies to any rental or sales item that does not include GST as Tax Code 1.
SRM-1630	Correction	When the Descartes logistics feature is not enabled, the associated ‘Driver’ print check box flag is also disabled in the “Comments” window accessed from Contracts, Rental Quotes, Reservations, External Transport Tickets, Delivery Tickets, and Pickup Tickets.
SRM-1509	Enhancement	A Rental Rate adjustment cannot be made directly to the Contract after that Contract has been cycle billed. Instead the item must be returned at that rate and re-added to the Contract at the new rate level.
SRM-1499	Enhancement	Operator <Role Permission Security> (ROLEPER2) is required to enable access to the E-sign feature provided on the <Contract Summary & Totals> (RSCH03) screen.
SRM-1425	Enhancement	The quantity Delivered has been added to the Jasper Pickup and Delivery Tickets.
SRM-855	Enhancement	When a ‘Return Location’ is reported on the <Create Pickup Ticket> (RSCH28) for a different Location than the Contract Out Location, and auto <One-step Transfer> (RSTH01) is generated to move all products to the new Location when the <Close Pickup Ticket> (RSCH47) is completed, so that no transfer is required on the <Rental Return> (RSCD04).

Data Management
Ticket #	Type	Description
SRM-1815	Enhancement	Multiple product/location rows in a <Standard Import> for Rental Products will create multiple Tags capturing Date Acquired, Cost, Serial#, Depreciation, Owning Division etc.

Inventory Control
Ticket #	Type	Description
SRM-1887	Enhancement	The <Inventory Cleanup> (INCL03L) import for Locations returns an 'Invalid product #' error response if the user tries to add a new product.
SRM-1684	Enhancement	The ‘Mobile Description Override’ is captured in <Sales Inventory> (RSPF01) when a Mechanic changes the part description in a FleetLogic Mobile or Web app.
SRM-1560	Enhancement	The <Inventory Clean-Up> utility has been enhanced to provide the option to update the Bin Location for a product selection in a bulk import.
SRM-1542	Correction	When the <Inventory Adjustments Report> (RSIT43) was run for a single Location is was not returning expected data unless it was for the blank Division.

Purchase Orders
Ticket #	Type	Description
SRM-1582	Correction	The ACCEPT button on the <Product Rental Information> (RSRF01) update utility was not properly enabled so rate changes were not being saved unless the user used Function Key F3.

Work Orders
Ticket #	Type	Description
SRM-1857	Enhancement	Work Order Comments added in SRM were not saving the Operator ID and were losing the Operator ID that was captured in the Texada Web W.O. operation.
SRM-1605	Correction	The Work Order Deposit Date was not respected in Deposit History when changed from <CURRENT DATE>.

Reports
Ticket #	Type	Description
SRM-1489	Correction	The <Standard Customer Revenue Report> (RSSH17) was not finding Customers when the report was filtered by a 'Customer Type' greater than two characters.

System Maintenance
Ticket #	Type	Description
SRM-1713	Enhancement	A "Beta Applications" table has been added to <Company Texada Parameters> that controls the activation of new features in our Client's code.
SRM-1342	Correction	The user information in FleetLogic was not being updated when an Operator was deleted in SRM unless other operator changes had also been entered.
SRM-1466	Enhancement	The SRM 'Email Signature' format has been improved to support HTML as well as Text formatted signatures allowing links, images, and other HTML styling in the 'DEFAULT EMAIL SIGNATURE' panel of the <Company Email Configuration> setup.

Other
Ticket #	Component	Description
SRM-1872	API	When an <Operator> (GLOP01) record has more than one Divisional access record and one is deleted, the other valid records were re-named to ‘Deleted Operator’ which restricted their access to FleetLogic.
SRM-1553	Navigation	The browser tab description on Open Client sessions has been enhanced to display the Company Name when focus is on the Main Menu and display the function description when focus is on a menu Option to provide a clearer definition of each tab's current action.
SRM-1133	General	A [HELP] button has been added to the ‘Posting Control Lock Warning’ pop-up in SRM to access the Lock documentation maintained in the ‘Texada Knowledge Center’.
SRM-1947	General	When an Open Client session is dropped, it can be recovered when an operator re-accesses the Login screen using the same type of browser and on the same device, by clicking on the ‘View and Resume Sessions’ option on the Login screen. A list of all sessions opened in the same browser on this device, current and dropped is displayed with the current function description date, time and pts ID. To recover and re-open a dropped session click on the description of the specific session in the "Recoverable Sessions" portion.