2023.06.15 Texada SRM Release Notes

Ticket #

Type

Description

Correction

SRM-3818

Bug - The detailed <Account Payable Activity Report> (APAP15) threw an error and did not export to a spreadsheet if it included and AP Invoice that was built from greater than 10 Purchase Orders.

Ticket #

Type

Description

Enhancement

SRM-3219

Enhancement - The Import Customer Information or Notes Utility ARCF37 would fail on Import with a non-intuitive "File Not Found Error" plus a rollback which has now been replaced with proper instructions required to initiate the import action.

Enhancement

SRM-3274

The 'Remove RSOK' trx option is provided in Customer Payments (ARAR03) and in <Counter Payments> (ARCP01) to remove  a <Bad Risk> (RSOK01) record when the Cash customer has fully paid his On Account Invoices that were generated by  'short-pay' transactions and his account balance is zero.

If the <Bad Risk> record is removed a record is written to the <Delete Log> (SYSDEL) to track this action.

Enhancement

SRM-3394

The <Customer Site Report> (ARST10) has been enhanced to include selection filters by Salesman code and by Closed vs Open status and to include Salesman, site Status, and site open date on the output.

Correction

SRM-3759

Some processes that  are used to change the Customer 'Credit Rating' were not also changing the  Credit Ratings for associated Child customers. These utilities included <Bad Debt Writeoff>  (ARBD01), <Import Customers> (ARCF37), <Log Collection Calls> (ARCF40), <Update Customer Credit Information> (ARCF41), <Update Customer Credit Rating Limit> (ARCR02) and

also the REST /update/customer change customer credit rating in API call (WS051A).

Correction

SRM-3772

Bug - Out of balance invoices were printing a balance due of $0.00 on the Jasper document  instead of the actual dollar amount due.

Ticket #

Type

Description

Enhancement

SRM-3349

The ability is provided to add Attachments to create REST API documents including POST reservations, quotes and worksheets.

Enhancement

SRM-3429

The create/update/get/delete APIs for Rental Documents  including Quote/Reservation/Contract/Worksheet/Invoices and convert document APIs support UDF fields.

Enhancement

SRM-3476

The GET PO List  API has been enhanced to require a date range selection based on the created date of the Purchase Orders.

Enhancement

SRM-3481

The POST API to create AP Invoices based on inventory received from a Purchase Order can be used to generate unposted current AP Invoice transactions respecting tax included on line items y/n, serialized sale parts numbers, Job Cost reporting, receiving quantities and partial quantities for inventory and non-inventory purchases.

Enhancement

SRM-3484

Create / Update  / Delete Vendor REST APIs have been developed  in preparation for IRELY integration

Enhancement

SRM-3512

The API  /get/warehouseReceipt is provided to retrieve warehouse receiving transactions for one or for many Purchase Orders within date of receiving selection.

Enhancement

SRM-3562

The ability to create product & group substitutions is provide using  REST APIs for the worksheet and rental quote documents.

Enhancement

SRM-3572

ERP  A Configuration utility has been created to capture credentials for iRely integration.

Enhancement

SRM-3580

Document Service notes with Y/N print flag have been added to the to /get contract, quote, reservation, worksheet REST APIs.

Enhancement

SRM-3635

The "Automatic Service Charges" based on the rental or sales Product Class and/or Group have been added to the GET, POST, PUT APIs for the rental documents including quote, reservation, worksheet and contract, and these service charge billings respect the customer specific flag to "Ignore Selected Auto Services".

Enhancement

SRM-3663

TrackUnit IRIS API (TRI) can be integrated by the AEMP Telematics with SRM to import non-bulk rental products' GEOLocations and Meter units used from tracked assets.

Enhancement

SRM-3670

Texada Web APIs have been enhanced for create Rental Return Invoices and create/update Miscellaneous Invoices that respect the Cash Short feature allowing an unpaid balance for a Cash customer Invoice to be put on Account and respecting the On Hold flag.

Enhancement

SRM-3684

Product and Group Substitution functionality has been added to the create and update API documents including contracts, reservations, worksheets and quotations.

Enhancement

SRM-3688

Bug - The create Pickup Ticket API with a product exchange was throwing the error “Exchange item cannot be specified with return location. even though no Return Location was passed in.

Enhancement

SRM-3696

A rate on a rental product or Group Substitution can be overridden in the contract or reservation POST substitution APIs.

Enhancement

SRM-3701

The eight "Required Document Information" field settings defined in the <Company Contract Parameters> (GLCN90D) are now pushed to TW in the GLCN table.

Enhancement

SRM-3711

Uncommitted TW worksheets can be automatically deleted when the RWSH07 job is executed from <Automatic Job Scheduler> (SCSCRON2)  based on the "minutes since the worksheet was created" value defined by the '"Purge Uncommitted Counter Worksheets"' set in the "Counter Worksheet Parameters" window of the <Company Contract Parameters> (GLCN90).

When a worksheet is purged a record is written to the <Delete Log> (SYSDEL1) to track the deletion.

API are provided to identify and  save counter worksheets as a contact, reservation or rental quote worksheet & to allow the worksheet to be converted to the corresponding contract/quote/reservation document type.

Enhancement

SRM-3785

New APIs - /get/documentType/{documentNumber}/products for reservation, quotes and worksheets to retrieve product information.

Enhancement

SRM-3855

The GET Operator API can be used to return the contract discount permission information with maximum allowed values for rental and for sales according to the operator Role configuration.

Enhancement

SRM-3860

Additional logging has been added to the TK_WS_SE_PO_SUBMISSION  API call to track adding Sales Parts for SmartEquip integration.

Enhancement

SRM-3865

API logging is enforced for all places that add  new product (RSPF) records in SRM .

Enhancement

SRM-3904

The create Worksheet API creates a 'Last Used' record for RSWH if one doesn't exist in the GLLR table or the GLLD table for the document division.

Enhancement

SRM-3948

The format of the XML exported data for MYOB Essentials and MYOB AccountRight  has been changed to accommodate the python parser.

Correction

SRM-3499

Bug - SOAP/REST API's were not respecting SRM configured time zones.

Correction

SRM-3535

Bug - When FINDLOCK  exported the oracle record locks to excel, the columns were not aligned correctly with the column labels.

Correction

SRM-3674

Bug - The SmartEquip API task called by the SMRTE04 function was not respecting the "Alternate" or long Division code and so was not translating to the corresponding SmartEquip Location.

Correction

SRM-3675

Bug - SoapUI task TK_WS_SE_EQUIP_SEARCH for SmartEquip was incorrectly returning a blank  value for an Asset Tag with an 'Owning Div' = HD Off instead of returning 'assignedlocation' as ~HO 

Correction

SRM-3693

Bug - When the create/invoice API failed with a cash balancing  payment error it was still "burning" an invoice number even though no invoice was created.

Correction

SRM-3760

Bug - The  /get/customercreditlimit API set to trigger a warning for 'outstanding AR due' was not allowing further business transactions to be processed.

Correction

SRM-3782

Bug - The SRM Automatic Jobs (SCSCRON) scheduler should always run in server time and should not be influenced by the company or division time zones defined in GLDVTIME.

Correction

SRM-3841

Bug  - The API call TK_WS_SE_PO_SUBMISSION was not logging the correct information.

Correction

SRM-3889

Bug - The DBINIT function was missing a change when called from APIs that caused APIs to fail

Correction

SRM-3907

Bug -  When the Telematics import for TRI failed because of no details an error was thrown but no status email was generated.

Ticket #

Type

Description

Enhancement

SRM-3368

The "Rental Price Cap" value is included in the billing detail  on the spreadsheet output of the <Cycle Billing Edit Report> (RSXD14) for information purposes regardless of whether the cap has been applied.

Correction

SRM-3757

Bug - <FTP Credentials> for Daily Close XML exports was returning a prior field value if asking for a key that does not exist.

Ticket #

Type

Description

Enhancement

SRM-3339

Document enhancement - In SRM the Counter Worksheet functionality has been expanded from just Contracts to allow a Reservation or Quote to also  be saved as a worksheet & to later be converted to contract/quote/reservation.

Enhancement

SRM-3803

Converting a saved Worksheet to a Contract, Reservation or Quote in SRM has been enhanced to respect the flag to allow the operator to manually assign document# based on the RSCH, RSRH or RSQH setting.

Product inquiries for Counter Worksheet data include the C, R, Q type of worksheet in the document inquiry  response, including the "Worksheet Details' viewed from the <Detailed Inventory Inquiry> RSPF60), <Product Bookings> (RSRQ52D) and the drill down to header of the <View Worksheet Information> (RSRQ51M)

Correction

SRM-3524

Bug - Close PU ticket with Exchange in SRM (RSCH47) or by REST API was not creating the WO based on the product <Group> (RSGF02) Flag  to "Create Work Order".

Correction

SRM-3678

Bug - A  Credit Invoice  that was created from an existing invoice USING <Create Invoice From Existing Invoice> (RSCM02) was not being assigned the same default Business Source code as the original invoice.

Correction

SRM-3683

Bug - The 'Status' column heading in RSEX06A was mislabeled as Quantity

Correction

SRM-3728

Bug - If the Division on the Contract is not flagged as an active FleetLogic Division and the Pickup Ticket for that contract has been flagged to Auto Close then the <Rental Return> should not trigger FleetLogic PU warning message saying the 'Delivery/Pickup Ticket Status is incomplete'  (RSFR17)

Ticket #

Type

Description

Correction

SRM-3709

Bug - SRM <Product Availability Calendar> (RSRQ52) was not displaying any quantity values in the days in the first week up to the first Saturday in the calendar.

Ticket #

Type

Description

Enhancement

SRM-1049

The "Maximum Sales Discount Percentage" over-ride security by operator <Role Parameter> (ROLEPER4) has been extended to apply to <Sales Orders> (OEOH01) and <Sales Order Invoices> (OEIH01). 

Enhancement

SRM-3650

When a company is configured to allow " Changes to Document Taxing" per the <Company Tax Parameters> (GLCN90), the security to allow 'Change Tax Codes' on documents is further controlled at the operator level in the "Document Field Access" window of the  <Operator Role Permissions> (ROLEPER1). This Operator  Role Permission control for document tax security has been expanded to apply to modifications of the 'Tax Code Information' in the "Summary and Totals" screen of the <Sales Order Invoices>(OEIH01).

Enhancement

SRM-3845

The operator password storage has been removed from LOGONF for 'non-operators-by-division' companies to avoid  lock/update during login and when checking/updating passwords.

Enhancement

SRM-3846

When AUTH0 is activated changes have been made to SRM/TW sign in to split out password authentication and security roles.

Ticket #

Type

Description

Correction

SRM-3325

The <Sales Order Invoices> were not properly respecting the Divisional document Print and  Email defaults defined in <Divisional Print Parameters> (RSDV90J).

Ticket #

Type

Description

Correction

SRM-3569

Bug - When there were two jobs for RSTU02 set to run on the same day in <Automatic Job Scheduling> (SMCR01) then the date last captured would be set to blank on the second run.

Correction

SRM-3605

When the  customer Credit Rating is changed multiple times in the same day, the <Override Log> (RSMPL10) now reflects all changes to the credit rating instead of only showing the last change in the day.

Ticket #

Type

Description

Enhancement

SRM-3552

A transaction selection range has been added to the "G/L XML Transaction Export" configuration in  <Company Daily Close Parameters> (GLCN90M)  where a  user defined minimum "Number of G/L Transactions" can be set to include in the export file when it is auto-generated from <Daily Close3> (XMLWRITE)  or if Daily Close3 is not configured to include the GL Trx Export action then the user defined  minimum "Number of G/L Transactions" is respected when the function XMLEXP3 is run to create the export from <Automatic Reports> (SMCR01).

The "Number of G/L Transactions" value is never respected when XMLEPX3 is manually executed from the XML Export menu.

This minimum "Number of G/L Transactions" to export could cause some G/L transactions to be exported a second time when there are insufficient new transactions posted to meet this transaction range requirement.

Enhancement

SRM-3568

To avoid URL errors the 5 special characters "/&?%+"are not allowed in the numbering sequence when creating new Product Classes and Groups.

Enhancement

SRM-3591

The "Counter Payment Receipt Default" can be set in the  'Counter Document Defaults' (RSDV(0J) window of the <Division Printing Parameter> (RSDV90G) to control the default print, email , or neither  Receipt flag on the <Counter Payments> (ARPC01) based on the payment division.

This default does not apply to receipts generated from <AR Payments> (ARAR03)  which always defaults to NO THANKS but can be changed be changed as required.

Enhancement

SRM-3705

Credentials can be maintained in the <Company Daily Close Parameters> (GLCN90M) to automatically upload XML Exports to a FTP/SFTP site.

Correction

SRM-3710

Bug - The <AP Direct Credit> (APDC01) configuration was not respecting the bank selection after the <Company Parameters> (GLCN90) were accessed and was always reverting to NZ the first option in the radio group.

Correction

SRM-3774

The <Date Range Controls> (GLDR03) applied in <Manufacturing> (INNR01) when receiving inventory into stock respects the RSIA for Inventory Adjustments and respects RSIH for creating an Invoice.

The <Product Quantity Adjustment> (RSPF42) utility also respects the date controls set for the RSIA module.

Ticket #

Type

Description

Enhancement

SRM-3628

If the pro4data/smartequip and pro4data/smartequip/tmpdir do not exist, the SmartEquip export using <SmartEquip Complaince> (SMRTE02) automatically creates these working directories.

Correction

SRM-3647

Bug - The <Inventory Clean Up Export/Import> utility for Asset Tags  was not printing & processing the Warranty Expiry Date information.

Correction

SRM-3699

The utilities <Reset Cost Calculation Qty> RSPF72, <Reset Cost Calculation Qty> RSLC10, and <Product Quantity Adjustment> RSPF42 were missing from the menu tree after the upgrade because of the menu status on the functions.

Correction

SRM-3719

The utility <Reset Cost Calculation Qty>  (RSPF90) was missing from the "Rates/Costs/Prices' submenu after the upgrade because of the menu status on the function RSPF90.

Correction

SRM-3822

Bug - The <Merge Sales  Parts> (RSPF74) utility was not updating all document history records to the new sales part.

Ticket #

Type

Description

Correction

SRM-3821

Bug - When the "Directory for WO Service Notes" was left blank in the <Company Misc Parameters > (GLCN90O) and a Work Order was created for an Asset in the fleet the new W.O. could not be printed in Add mode and was throwing an "error opening file". 

The "Directory for WO Service Notes" has been changed to default to ./crystal/instr if ever left blank.

Ticket #

Type

Description

Enhancement

SRM-3582

Tools have been written to automate importing SRM patches.

Enhancement

SRM-3679

A record is written to the DOC_HIST table each time a contract is created, closed or reopened.

Enhancement

SRM-3700

To prevent the OpenEdge catch all utility (OPNEDG06) from locking Background transactions it can now only  be executed between 00:00:01 and 05:00:00

Enhancement

SRM-3836

To avoid record locking issues certain automated jobs can not be run during business hours. 

The 'Time' to run set in the <Automatic Job Scheduler> (SCSCRON2) for these jobs must be before 4:00AM or after 11:00PM depending on the scope and intrusiveness of the job. 

Correction

SRM-3698

The <Global Update> was stopping and generating an issues warning for no admin users in a greenscreen session.

Correction

SRM-3703

Bug - The <Internal Transfer> records were locking RSPFSTAT with the change in the non-bulk product status which would hang up the background transactions process, so the RSPFSTAT updates themselves have been moved to BKTX to prevent this and other locks.

Correction

SRM-3834

Bug -  The RSPFSTAT table was sometimes still causing a lock when updating a product status such as adding the non-bulk asset to a Contract or W.O. which changes the asset status.