2023.06.15 Texada SRM Release Notes

Release notes for Texada SRM version 2023.06.15.

Introduction

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

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

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

These notes make use of SRM Function Codes to identify various screens and utilities throughout SRM. For information on how to recognize and use these codes, please see “SRM Function Codes”.

Accounts Payable

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.

Accounts Receivable

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.

APIs and Integration

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 â€œExchange 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.

Backoffice

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.

Counter

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)

Inventory Control

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.

Operators & Security Roles

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.

Order Entry

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).

Reports

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.

System Maintenance

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.

Utilities

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.

Work Orders

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.

Miscellaneous

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.