Texada Knowledge Base

Release Notes

Texada Web

2023.06.15 Texada Web Release Notes

Release notes for Texada Web version 2023.06.15, releasing on Tuesday, September 5th, 2023.

Introduction

These notes address new features and code fixes for version 2023.06.15 of Texada Web. Release dates for this version are as follows:

North America: Tuesday, September 12th, 2023
APAC: Tuesday, September 5th, 2023

Notes are categorized as either Enhancements (new components or features) or Corrections (bug fixes).

Release Highlights

Product Exchanges

Product exchanges have come to Texada Web! Exchanges allow you to quickly swap one Product on an existing Contract with another.

To perform an exchange, open the Contract you would like to edit and click the three vertical dots next to a Product in the Products tab. Select “Exchange” to open the Product Exchange window. You can select a new Product to replace the original, enter meter information, select a return location and a date/time out for the new Product, indicate who requested the exchange, and leave additional comments.

Check the “Create Exchange Tickets” checkbox to instantly generate two Tickets: a Pickup Ticket for the original Product and a Delivery Ticket for the replacement Product.

Availability Calendar

Availability Calendar 2023 SHADOW

An availability calendar feature has been added for Products on the Create / Edit Contract screens. This feature allows you to easily check and compare Product availability in a visual way.

Availability calendars can be viewed in two different ways:

When searching for Products to add to a Contract, click the calendar icon under “Availability”.
To view the availability of a Product that has already been added to a Contract, click the three vertical dots next to it in the Products tab and select “Availability Calendar”.

Select a Product from the list on the right side of the window to view its availability. You can also toggle the “Show Group Availability” checkbox in the bottom-right corner of the window to view availability for a whole Product Group at once.

Days on which the selected Product or Group is available are highlighted in green, while unavailable days are highlighted in red. To establish a rental period, click on the desired start date, then on the desired end date. Click “Confirm” to save your changes.

User-Defined Fields

A “Custom Fields” screen has been added under Company Settings. This new screen allows you to define custom fields for use with Contracts! Support for additional document types will be added in future releases.

Click the “Add New” button to create a new custom field. In addition to the field’s name and description, you can also select an input type. Currently-supported input types are:

Text: Accepts a string of unformatted text.

Number: Accepts a number. Options allow you to select a maximum number of digits and decimal places.

Dropdown: Allows the User to select a single option from a drop-down list. Supports up to 20 different options.

Multiselect: Allows the user to select multiple options from a list. Supports up to 20 different options.

Currency: A specialized number field that accepts an amount of currency.

Check the “Make Mandatory” checkbox to make the field required when creating or editing a Contract. Click the “Save” button to save your new custom field, or click the “+Custom Field” button to save and create another field. Once a custom field has been created, click the pencil icon to edit it or the bin icon to delete it.

Custom fields will appear at the bottom of the Contract Info panel on the Create / Edit Contract screen. Mandatory fields will be marked with a red asterisk and Users will be required to submit a value before saving.

Substitutions

In addition to Product exchanges, Texada Web now supports substitutions! Substitutions are similar to exchanges in that they allow you to swap one Product on a Contract for another; however, a substitution takes place at the time when you first add a Product to a Contract.

When you attempt to add an unavailable Product to a Contract, a message will appear asking if you would like to substitute the selected Product for another. Click “Confirm” to open the Product Substitution window. This allows you to select a replacement Product, set a rental rate, select a reason for the substitution and leave additional comments.

Substitutions are tracked by the system and can be viewed from the Edit Contract screen. Use this feature to keep track of which Products your customers are requesting and which Products they have been substituted with.

Draft Contracts

The ability to create draft Contracts has been added to Texada Web! Draft Contracts allow you to capture all the details of a Contract without affecting the availability of your Assets.

On the Create Contract screen, click the down arrow next to the “Create Contract” button to display the “Save Draft” button . Click it to save your new Contract as a draft. You will also be prompted to save your Contract as a draft whenever you attempt to navigate away from the Create Contract screen.

Draft Contracts can be reviewed via the new Draft List page, located under “Contracts” in the left navigation menu. Resume editing a draft Contract at any time, then either save it as a draft or convert it to an active Contract.

Off Rentals

It is now possible to mark a Product on a Contract as Off Rent in Texada Web. This feature can be used to pause billing on a Product in the case that the client is unable to make use of it for part of the rental period. This helps you cultivate customer goodwill and gives you an easy way to pause and resume billing on a Contract without closing and reopening it.

To set a Product as off rent, open the Contract you’d like to edit and click the three vertical dots next to the Product in the Products tab. Select “Off Rent” to open the Off Rent window, where you can select a range of dates and add comments. Click “Approve Off Rent” to save your changes and pause billing on the Product for the dates selected.

For Products that have previously been placed off rent, the Off Rent window will contain a history section where past off rental periods can be reviewed and edited.

General

Ticket #	Type	Description
LP-166	Enhancement	If an exact Product number match is found when scanning a Product barcode in Texada Web, an automatic action will be taken depending on the screen the user was on when the Product was scanned. Scanning a Product on the following screens will automatically open the matching document if an exact Product number match is found: Tickets → Pickup Tickets → Delivery Tickets → Tasks Work Orders Contracts Invoices Returns → In-Yard Returns Inventory → Assets Inventory → Parts Inventory → Requested Parts Inventory → Quick Receiving Scanning a Product on the following screens will automatically add the Product to the document if an exact Product number match is found: Work Orders → Create Contracts → Create Invoices → Create
LP-6137	Enhancement	The “Get Support” button at the bottom of the Help and Feedback panel now links to https://help.texadasoftware.com/.
LP-6166	Enhancement	The “View Documentation” button at the top of the Help and Feedback panel has been updated to read “Get Help”, and now links to https://help.texadasoftware.com/en/knowledge.
LP-6105 LP-6254 LP-6255 LP-6256	Correction	Fixed an issue affecting several screens throughout Texada Web in which the expected search results would occasionally fail to appear when using a barcode scanner to search Products by Product number.

Authentication and Security

Ticket #	Type	Description
LP-5460	Enhancement	When switching to Texada SRM from Texada Web, a “Select Division” window will now appear that prompts the User to select the Division with which to log in to SRM. The User can check the “Set to default” checkbox to make this their default Division when switching to SRM in the future.
LP-5459	Correction	Fixed an issue in which new Users created in Texada Web would occasionally be unable to log in to Texada SRM.
LP-5507	Correction	Fixed an issue in which User passwords containing a percentage symbol (%) would occasionally cause issues when logging in to Texada Web and/or Texada Mobile.
LP-5527	Correction	Fixed an issue in which password reset emails would occasionally fail to arrive.

Contracts

Ticket #	Type	Description
LP-4461	Enhancement	The ability to perform exchanges on Contracts has been added to Texada Web. To exchange one Product on a Contract for another, click the three vertical dots next to it in the Products tab and select “Exchange”. This will open the Product Exchange window, where you can select a new Product to replace the original, enter meter information, select a return location and a date/time out for the new product, indicate who requested the exchange, and leave additional comments. You can also create Pickup and Delivery Tickets for the exchange (LP-4495).
LP-4495	Enhancement	When performing an exchange on a Product in Texada Web (LP-4461), check the “Create Exchange Tickets” checkbox to automatically create Pickup and Delivery Tickets for the Products being exchanged.
LP-4985	Enhancement	An availability calendar feature has been added for Products on the Create / Edit Contract screens. This feature allows you to easily check and compare Product availability in a visual way. Availability calendars can be viewed in two different ways: When searching for Products to add to a Contract, click the calendar icon under “Availability”. To view the availability of a Product that has already been added to a Contract, click the three vertical dots next to it in the Products tab and select “Availability Calendar”. Days on which the selected Product is available are highlighted in green, while unavailable days are highlighted in red. To establish a rental period, click on the desired start date, then on the desired end date. Click “Confirm” to save your changes.
LP-5047	Enhancement	The ability to perform substitutions on Contracts has been added to Texada Web. When searching for Products to add to a new or existing Contract, attempting to add a Product that is not currently available will prompt a message that reads, “This product is not currently available. Would you like to substitute for another product?” Click “Confirm” to open the Product Substitution window. This window allows you to select a new Product to substitute for the original selection, set a rental rate, and select a reason for the substitution.
LP-5109	Enhancement	The ability to save a new Contract as a draft has been added to Texada Web. On the Create Contract screen, click the down arrow to the right of the “Create Contract” button to access the “Save Draft” option. Select this option to save your new Contract as a draft. The system will also prompt you to save the current Contract as a draft if you attempt to navigate away from the Create Contract screen with pending changes. Draft Contracts can be viewed via the Contract List page. Click on the new “Drafts” button in the top-right corner of the screen to view the list of draft Contract. Click on a draft to continue editing it.
LP-5415	Enhancement	The ability to set Products on a Contract as off rent has been added to Texada Web. To set a Product as off rent, click the three vertical dots next to it in the Products tab and select “Off Rent”. This will open the Off Rent window, where you can select a range of dates and add comments. Click “Approve Off Rent” to save your changes and pause billing on the Product for the dates selected. For Products that have previously been placed off rent, the Off Rent window will contain a history section where off rental periods can be reviewed and edited.
LP-5699	Enhancement	User-defined fields created via the Custom Fields tool (LP-4990 / LP-5511) will now be displayed at the bottom of the Contract Info panel on the Create / Edit Contract screen. Mandatory fields will be marked with a red asterisk . Hover your mouse over the custom field icon next to a custom field to view additional information on that field.
LP-5876	Enhancement	The maximum length of the ‘Comments’ field when creating a Customer via the Quick-Create Customer window has been increased from 10 characters to 40 characters.
LP-5909	Enhancement	The following events will now be captured under the History panel of a Contract: When a deposit is added to the Contract. When a Pickup or Delivery Ticket is created for the Contract. When a Rental Return is performed for the Contract. When an Invoice is generated for a returned Product. When the Contract’s rental period is changed. When the Contract is emailed or sent for deposit. When taxes are added to the Contract. When a Damage Waiver is added to the Contract. When a discount is added to a Rental or Sales Product. When a Product or Service is added to the Contract.
LP-6093	Enhancement	The behavior of the Damage Waiver window on the Create / Edit Contract screen has been updated. When creating a Contract, clicking the “Add Damage Waiver” button in the Total panel before selecting a Customer and Division will result in the following message: “Please select a Customer and Division for the Contract before adding a damage waiver.” Clicking the “Add Damage Waiver” button when the Customer on the Contract has a “Damage Waiver” value of “No” will result in the following message: “Damage waiver doesn't apply for this customer.” If the Customer on the Contract has a “Damage Waiver” value of “Yes”, attempting to create a Contract without selecting a damage waiver will result in the following message: “A damage waiver is required for this Customer.” Clicking the “Add Damage Waiver” button when the Customer on the Contract has a “Damage Waiver” value of “Yes” will open the Damage Waiver window. If the selected Customer has a default damage waiver set, this will be selected automatically. If the Customer has no default damage waiver set, the damage waiver will default to that defined in the Divisional Parameters. If multiple Customer or Divisional damage waivers are available, no damage waiver will be selected automatically. This is to prevent the incorrect waiver from being accidentally applied.
LP-5727	Correction	Fixed an issue in which the rental period for a Contract would occasionally be displayed as 1 hour less than expected. For example, a rental period of September 15th - September 16th would be displayed as 23 hours instead of 1 day.
LP-6026	Correction	Fixed an issue affecting Contract creation in which the Customer’s default damage waiver was not always being applied. The system will now apply a damage waiver as expected when a Customer is selected: If the Customer’s Damage Waiver is set to No, no damage waiver will be applied. If the Customer’s Damage Waiver is set to Yes and no damage waiver is defined at the Customer level, the damage waiver settings for the current Division will be used. If the Customer’s Damage Waiver is set to Yes and a default damage waiver is defined for the Customer, the default damage waiver will be applied.
LP-6031	Correction	Fixed an issue affecting the Create Contract page in which selecting a Salesperson for the Contract followed by a Customer would cause the Salesperson field to be blanked.
LP-6074	Correction	Fixed an issue in which adding a deposit to a Contract while editing it would occasionally result in an error.
LP-6087	Correction	Fixed an issue affecting the Edit Contract screen in which accessing the screen from a mobile device or other device with a sufficiently small screen size would cause the View PDF, Email, Sign, and Send for Deposit buttons to disappear and/or overlap one another.
LP-6078	Correction	Fixed an issue affecting the Edit Contract screen in which it was possible to click the “Add Deposit” button at the bottom of the Total panel even when the full balance of the Contract had been paid and the “Add Deposit” button was grayed out.
LP-6080	Correction	Fixed an issue affecting the Create / Edit Contract screen in which the search results for the Products tab would occasionally show Products with an availability of 0 even when those Products were available.
LP-6083	Correction	Fixed an issue affecting the Create / Edit Contract screen in which attempting to change the quantity of an ordered Product by highlighting the current value and overtyping it would not always function as expected.
LP-6090	Correction	Fixed an issue affecting the Edit Contract screen in which attempting to add a Rental or Sales Product to an existing Contract would occasionally cause the screen to load indefinitely.
LP-6117	Correction	Fixed an issue affecting the Damage Waiver window on the Create / Edit Contract screen in which the list of available damage waivers for the Customer would occasionally fail to load the first time the window was opened.
LP-6170	Correction	Fixed an issue in which an error message would occasionally be displayed on Contract creation, even if creation was successful.
LP-6171	Correction	Fixed an issue in which attempting to create a Contract would occasionally result in an “Invalid province state” or “Duplicate Result: Resource already exists” error.
LP-6188	Correction	Fixed an issue affecting the Edit Contract page in which the ‘Total’ fields in the Edit Line Details window and Products tab would occasionally fail to update with the correct rental cost based on the selected Rental Rate and Rental Period.
LP-6210	Correction	Fixed an issue affecting Contract creation in which attempting to create a Contract including a serialized Product would occasionally result in a “Serial number not provided” error.
LP-6282	Correction	Fixed an issue in which the serial number shown for Sales Products added to a Contract would occasionally not match the serial number of the Product in Texada SRM.

Customers

Ticket #	Type	Description
LP-6032	Enhancement	The maximum length of the Comments fields for both Customer Contacts and Customer Sites has been increased from 60 characters to 250 characters.
LP-6172	Correction	Fixed an issue in which adding multiple Contacts to a Customer record at once would occasionally cause comments left on the records to be lost or corrupted.
LP-6173	Correction	Fixed an issue in which comments left on Customer Sites would occasionally fail to load upon opening the Edit Site window.

Inventory

Ticket #

Type

Description

LP-4998

Enhancement

The following columns have been added to the Asset List page:

Vendor #
Vendor Product #
Vendor Description
Meter Type
Meter Reading
LTD Meter Reading
List price matrix
Alternate list
Kit #
SSL#
Bitmap Image name
Internet description
Notes
on P.O
On contract
# of contracts
on reservation
# of reservations
Quantity on hand
Date counted
Date last move
Adjusted first cost
Last PO Cost
Landed cost factor
Landed PO Cost
Bulk item
Multiple tags
Photos
Financing
Cost type
Engin make
Vin #
License expiry date
Length
Width
Height
Weight
Cubes
Telematics ID
Last contract

LP-4999

Enhancement

The following columns have been added to the Part List page:

Vendor #
Vendor Product #
Vendor Description
Meter Type
Meter Reading
LTD Meter Reading
List price matrix
Alternate list
Kit #
SSL#
Image name
Notes
on P.O
On contract
# of contracts
on reservation
# of reservations
Quantity on hand
Date counted
Date last move
Adjusted first cost
Last PO Cost
Landed cost factor
Landed PO Cost
Bulk item
Multiple tags
Photos
Financing

Invoices

Ticket #	Type	Description
LP-5858	Enhancement	When creating an Invoice for a Cash Customer, the User will now be forced to pay the Invoice in full upon creation.
LP-6116	Correction	Fixed an issue affecting the Invoice List page in which the expected results would occasionally fail to appear when searching for an Invoice by Product number or Product description.

Returns

Ticket #	Type	Description
LP-6082	Correction	Fixed an issue affecting Rental Returns in which an Invoice would occasionally fail to be generated after the ‘Generate Invoice’ button was clicked.
LP-6260	Correction	Fixed an issue affecting In-Yard Returns in which the Invoice Date field on the Process Return screen would occasionally display an “Invoice date must be between [date] and [date]” message and prevent the Return from being submitted, even when the selected date fell within the indicated range.
LP-6332	Correction	Fixed an issue affecting Rental Returns and In-Yard Returns in which the Return Division and Return Location fields would occasionally fail to populate with a list of Divisions / Locations until the screen was refreshed.
LP-6333	Correction	Fixed an issue affecting In-Yard Returns in which the Contract Out date on the Process Return screen would occasionally be incorrect, causing issues with submitting the Return.

Settings

Ticket #	Type	Description
LP-4990 LP-5511	Enhancement	A new “Custom Fields” tool has been added under User Menu → Settings → Company Settings. This tool allows Texada Web administrators to define new custom fields for use in Contracts. Click the “Add New” button to add a new custom field. The following field types are supported: Text Number Dropdown Multiselect Currency Once a custom field has been added, it will appear at the bottom of the Contract Info panel on the Create / Edit Contract screen. If the “Make Mandatory” checkbox is checked, the field will be required.
LP-5363	Correction	Fixed an issue in which changes made to Divisions in Texada SRM would occasionally not be reflected on the Division Settings page in Texada Web. Newly-created Divisions would occasionally display a blank Division Name on the Division Settings page. Divisions deleted from Texada SRM would occasionally still appear in the Division Settings page.
LP-5446	Correction	Fixed an issue in which attempting to create a new User from the Company Settings → Users screen would occasionally result in an error.
LP-5471	Correction	Fixed an issue affecting the Company Settings → Users page in which Users created in Texada SRM and given access to Texada Web would occasionally fail to appear in the User list.
LP-5537	Correction	Fixed an issue affecting the Company Settings → Users page in which the Division and Location displayed for a User would occasionally not match that User’s default Division / Location.
LP-5684	Correction	Fixed an issue affecting the Create User page in which the page would occasionally load indefinitely when the “Create User” button was clicked.

Tickets

Ticket #	Type	Description
LP-5714	Correction	Fixed an issue affecting the Ticket Map in which Tickets’ pins would occasionally appear on the map at a latitude/longitude of 0/0 (in the Atlantic Ocean) instead of at the correct address.
LP-5998	Correction	Fixed an issue affecting the Pickup Tickets List, Delivery Tickets List, and Task Tickets List pages in which pinning a column to the left or right side of the table would occasionally cause all other columns to be resized.
LP-6235	Correction	Fixed an issue in which attempting to close a Delivery Ticket opened in Texada SRM from the Edit Ticket screen would occasionally do nothing.

Work Orders

Ticket #	Type	Description
LP-5161	Enhancement	It is now possible to view the average cost for Parts added to a Work Order. On the Edit Work Order screen, scroll down to the “Parts” tab and hover your mouse over the “Price” value for a given Part. A “Cost Each” bubble will appear, displaying the average cost for that Part.
LP-6076	Enhancement	The appearance of the “Work Order emailed” success message has been updated.
LP-5461	Correction	Fixed an issue in which new Users created in Texada Web would occasionally only be able to create and view Work Orders for the first Division to which they had been given access, even if they had been given access to multiple Divisions.
LP-5467	Correction	Fixed an issue affecting the Work Order List page in which new Users created in Texada Web would occasionally receive a “You do not have permissions to view Work Orders under any Division” error upon attempting to open a Work Order to which they had access.
LP-5590	Correction	Fixed an issue in which attempting to close a Work Order whose number contained a forward slash (/) would result in an “Invalid document number” error.
LP-5886	Correction	Fixed an issue affecting the Create Work Order page in which results for the search bar under Search Existing → Global in the Customer panel would be displayed off-screen below the panel, making it difficult for the User to properly view or select from them.
LP-6167	Correction	Fixed an issue in which it would occasionally not be possible to delete a photo from a Work Order.
LP-6187	Correction	Fixed an issue affecting the Work Order List page in which Work Orders would occasionally fail to load, resulting in a “There are no rows to show” message.
LP-6225	Correction	Fixed an issue affecting the Create / Edit Work Order screen in which updates made to a Work Order’s Services tab would occasionally be rolled back upon navigating to the Parts or Labor tabs.
LP-6335	Correction	Fixed an issue affecting the Create / Edit Work Order screen in which attempting to add Labor to a Work Order would occasionally incorrectly result in a “You don’t have permission to add Labor” error message.
LP-6348	Correction	Fixed an issue affecting Work Order creation in which it would occasionally be possible to create a Work Order without entering a Purchase Order #, even for Customers for which a Purchase Order # was required.