2022.02 SRM (Systematic Rental Management) Release Notes

Ticket #

Type

Description

SRM-2965

Enhancement

The 'Invoice Reference' value captured on the <AP Invoice> (APVI03) and on the <AP Invoice by PO> (APVI04) is included in Column I on the spreadsheet output of the <Aged A/P Detail Report> (APAP11).

SRM-2970

Enhancement

Enhancements to the <Vendor Account Inquiry> (APAP05) include the following functionality to make it more usable and easier for AP clerks to see/use the data including:

1. Add PO# to the screen and provide the ability to "drill" into the PO to view the details.

2. Include an option to search/sort the AP transactions by PO#

3. Add an option to sort the AP transactions by Invoice#

4. Add an option to sort by Invoice Reference

5. Add an option to sort by Invoice Amount

6. Add an option to export the the AP transactions details displayed on the screen to a spreadsheet respecting the selected Sort Order

7. Add the P.O.# to the PDF report and respect the selected Sort Order

SRM-2971

Enhancement

The Vendor Address information is displayed for reference and easy validation on the <AP Invoice> (APVI03) and <AP Invoice by P.O.> (APVI04) header screens.

SRM-2974

Enhancement

The spreadsheet output of the <Cash Requirements Report> (APAP16) has been enhanced to include a 'Vendor Type' column to identify Direct Credit payments and a 'P.O.#' column.

SRM-3165

Enhancement

The FXMENU 24 - 8 <Fix Missing Sequence in AP Invoice> utility has been provided for Texada Support to correct AP Invoices with "Line Sequencing Errors" that are preventing the invoices from posting or from being deleted.

SRM-2977

Correction

The "Default Job Cost Info from AP Invoice Header" flag in the <Company Miscellaneous Parameters> controls whether the Customer, Site and Job Cost code information defaults from A/P Invoice header to the detailed transactions.

When this parameter is unchecked the operator is forced to select the appropriate Job Cost information for each line rather than just accept a default value.

SRM-3005

Correction

Bug - The <On Hold Invoice Report> (RSID07) was not respecting the Division selection.

SRM-3011

Correction

Bug - The 'Job Costing GL Account' prompt was being triggered in the <AP Invoice by P.O.> (APVI04) header when the "Job Cost" feature was inactive.

SRM-3018

Correction

Bug - TD Direct Credit was rejected with the 80 Byte Layout because Column 12 on the first line of the Direct Payment file was passing a blank when it should be a D (positive) or C (negative).

SRM-3147

Correction

Bug - When a <Direct Credit Remittance> (APAP36) was printed for a single Vendor the first line was printing separately and was not included in the grand total.

SRM-3157

Correction

Bug - <Recurring AP Invoices> could not be posted for any division when the 'blank' Division was not defined as a "G/L" or a "Both" Division Type in the <Divisions> (GLDV01) configuration.

SRM-354

Correction

The <AP Vendor Inquiry> (APAP05) output to a report was not printing the negative signs in the Aging Buckets or in the Account Total.

Ticket #

Type

Description

SRM-1236

Enhancement

Enhancement - When the 'On Account' flag is updated from No to Yes for a specific customer in <Customer Information> (ARCF01) and there are any open Contracts with a blank 'Cycle Billing Day' for that customer, a report is generated listing those contracts and the operator is given the option to assign the appropriate 'Cycle Billing Day Code' to each contract for future billings.

SRM-2264

Enhancement

A Texada Pay "Card on File" indicator for the customer is displayed in the Contract, Reservation and Invoice document <Totals & Summary> screens.

SRM-3136

Enhancement

When a Texada Pay Credit/Debit/Interac card is deleted from the customer's <Credit Card> (ARCC01) table, an audit record is written to the Delete Log for ARCC01 to track the date/time, operator and customer number for the deleted record.

SRM-759

Enhancement

Enhancement: A <Credit Card On File Report> (ARCF59) can be exported to a spreadsheet listing all the customer Credit & Debit Cards saved in the <Credit Card> (ARCC0) table or the list can be filtered to only return cards flagged for Texada auto-pay.

SRM-1899

Correction

Bug - The "Rental Period" for Seasonal billing was not reported correctly on the line item on the Contract document or on the resulting Invoice document.

SRM-2196

Correction

Bug - There was a miss-spelling on the "Account Confirmation" message on accepting a <Bad Debts> (ARBD01) record.

SRM-2830

Correction

The "Trading As" field in the <Customer Information> (ARCF01) is not applicable to the blank customer and so it is left blank and is disabled.

SRM-3085

Correction

Bug - The "Correction" method of payment provided in <Customer Payments> (ARAR03) and <Counter Payments> (ARPC01) was only showing non-card method of payments in the dropdown.

SRM-3110

Correction

Bug - The "Discount Calculation" window was not accessible from the 'Disc' column in the <A/R Customer Payments> (ARAR03) details screen.

SRM-3186

Correction

Cash Customers can be allowed "Website Access" and can be assigned a "Website Password" in the <Customer Internet Information> (ARCF01E) window, however any Customer identified as a generic 'Clone' customer for any Division cannot be setup as a <Portal Customer> (WEB091) nor can a 'Clone' customer be given "Website Access" or assigned a "Website Password" in the <Customer Internet Information> (ARCF01E) window.

Ticket #

Type

Description

SRM-2905

Correction

The <Remove Quantity 0 from Location> (RSIL57) utility for non-bulk rental assets and Sales parts is no longer restricted by On Hand quantity or to the SCS user and is available to be put on 'Additional Options' in the menu tree.

The <Remove Quantity 0 from Location> (RSIL57) utility can be set to run regularly automatically using <Automatic Job Scheduling> (SCSCRON2) for the job RSIL57A for all locations.

Ticket #

Type

Description

SRM-3045

Enhancement

The "Invoice out of balance" checking done in the<Daily Close> and in <Miscellaneous Invoices> should not be considering "Authorized Only" payments in the validation as authorize-only is not included in the Total Payments calculation.

SRM-3096

Enhancement

The meter counts to be charged on a <Cycle Billing> (RSXD14) were being calculated without taking into account the selection filters for the billing run so the entire Cycle Billing process was slowed down.

SRM-1494

Correction

Bug - To minimize the customer receiving duplicate copies of an Invoice, the printing and emailing of invoices executed by <Daily Close 2> (RSID20) only prints/emails invoices that pass DC2 successfully and are written to history.

Invoices that do not pass 'Daily Close #2' because of outstanding errors that need to be addressed such as Cost errors, are not printed or emailed.

SRM-1696

Correction

Bug - A Credit Invoice created from <Reverse a Cycle Billing> (RSCD37) should be assigned the original Contract # as the 'Source Document'.

SRM-2988

Correction

The <Cycle Bill a Single Contract> (RSCD34) utility has been updated to process and bill meter usage when the billing calculation is based on "number of days since the last billed" as well as based on "billing to a specific date".

SRM-3057

Correction

Bug - The customer number was out of alignment with the customer name on the "Cycle Billing Credit Warnings" report generated at the end of the <Cycle Billing> (RSCD14) reports.

SRM-3067

Correction

Typo correction in MSGBOX on ARCP10 from posting payments in <Daily Close 2>.

SRM-3128

Correction

Bug - When the current Meter unit charges are included in the <Cycle Billing> (RSCD14) the meter Amount calculation appeared to be incorrect or was missing on the resulting invoices.

SRM-3151

Correction

Bug - The <Cycle Billing Edit> (RSXD14) report was sometimes incorrectly formatting column C on the spreadsheet output as a Currency field for the "Contract #" instead of as a Number field.

Ticket #

Type

Description

SRM-1545

Enhancement

When neither Descartes' "WinRoute" nor "CubeRoute" are activated, the "Driver" checkbox is suppressed in the 'Comments' window associated with counter documents including Contracts, Reservations and Quotes.

SRM-2614

Enhancement

This <Set Rental Product Discount Flag = Y> (RSPFFX) utility can be used by the SCS user to re-set the allow_discount flag to Y for all <Rental Inventory> (RSPF02).

SRM-2956

Enhancement

If the <Convert Quote to Contract> (RSQH05) has been initiated but can not be completely fulfilled, the option is provided to abort the conversion.

This is useful when a quote cannot be fully converted so that a partial contract does not get created if some of the requested products are not available, or serial numbers cannot be selected, or products for group bookings are not selected.

Note: This abort option is not provided if all products on the quote can be added to the contract or if an additional contract deposit was taken in the convert process.

When the convert quote to contract is aborted, the target contract document is deleted and an audit record is written for RSQH05D that can be tracked in the <Delete Log> (SYSDEL1).

The source quote is reinstated as open and not honored and is not deleted regardless of the selected deletion flag.

SRM-3029

Enhancement

The "Requested" item on <Substitution Transactions> (RSSB01) is restricted to only Rental Products and Rental Groups with rates and the replacing item must also be flagged as a Rental.

SRM-3030

Enhancement

The 'Clerk' code defaults from the signed in operator when creating a <Substitution Transaction> (RSSB01) and can be over-typed as required.

SRM-3031

Enhancement

For better clarity the 'Requested' and 'Rented' labels on the <Substitution Transaction> (RSSB01) screen have been updated to display "Product/Group Requested" and "Product/Group Rented".

SRM-3076

Enhancement

When a <Sales Approval Quote> (RSVH01) is submitted for approval, a PDF copy of the quote is attached to the notification email that is sent to the approver defined in the <Credit Department Email Addresses> (RSVH09).

SRM-3099

Enhancement

To avoid storing inappropriate or orphan Credit Card data, Texada Pay card information cannot be entered in the <Capture Card/Check On File> (CARDGET) utility for the BLANK Cash Customer account or for any Customer setup as one of the "Clone" customers in the <Divisional Contract Parameters> (RSDV90A).

SRM-3142

Enhancement

A "Contract Services" warning has been added to the <Reverse a Rental Return by Invoice / by Contract> (RSCH95) utility screens to alert the operator that Service charge transactions are not automatically reinstated on the Contract and so they will not be re-billed on subsequent Rental Returns of that contract.

SRM-2789

Correction

Bug - The Salesman selection filter was not respected on the <Reservation Report> (RSRH34) when run manually or as an automatically scheduled report.

Bug - The <Reservation Report> (RSRH34) was not functional as an <Automatic Reporting> (SMCR01) when the "Event Code" processing was activated.

SRM-2497

Correction

Bug - When the <Division> (RSDV01) assigned as the <Operator> (GLOP01) default is not flagged as a 'G/L Division' or 'Both' Inventory & G/L, a warning is triggered in the <Counter Worksheet> (RSRQ04) and the document cannot be created.

SRM-2958

Correction

An <Off Rental> (RSFR02) hours can still be reversed using the <Remove Off Rental> (RSFRDELW) on a Contract where the product has been Cycle Billed, if the off-rent was created after the invoice was generated because that invoice would not have any off-hours considered in the rental calculation.

SRM-2960

Correction

Bug - When the <Company Contract Parameter> "Book Selected Groups/Products" is on and the <Company Security Parameter> to "Allow Overrides On Location Quantities (Excl. Reservations)" is off, a product with available quantity exactly matching the quantity out on a <Counter Worksheet> was throwing overbooking errors when the the Worksheet was converted to a Contract.

SRM-2975

Correction

A <Purchase Order> (RSPO01) is generated on <Exchanges By Contract> (RSEX01) or on <Exchanges By Customer> (RSEX06) when the replacement "New Product Number" is a Re-Rent product as defined in the <Rental Product Class> (RSPC01) and the <Purchase Order Information> (RSPO05) screen is triggered to capture the required PO information if the operator has "Document Field Access'' permission to the "Contract - Change Linked P.O." feature in the <Security Role Permissions> (ROLEPER4).

SRM-3015

Correction

Bug - The <Inventory Search> (RSEQ01) executed by Group, was still returning locations where the <Division> (GLDV01) "Type" is flagged as 'Neither' or 'G/L Division' only.

SRM-3034

Correction

Internal notes for a product substitution transaction can be manually captured in the <Substitution Notes> (RSSB04) window on the document but do NOT print on the product line details.

These are internal notes and appear on the <Substitution Report > (RSSB10) respecting the Print Y/N flag.

SRM-3035

Correction

Bug - Clicking the search button on the 'Product Requested' field on a <Substitution Transaction> (RSSB01) in the <Counter Worksheet> (RSEQ01) was returning to the document details instead of opening the <Inventory Search> (RSEQ01) utility.

SRM-3149

Correction

The functionality of a <Service Code> (RSSC01) charge that is flagged to "Bill customer by default" has been changed to ALWAYS add that Service to the document at a flat rate (qty = 1), instead of only adding the default Service charge if the Services window was opened on the document.

Bug - A <Service Code> (RSSC01) charge that is flagged to "Bill customer by default" was not being added to the document when that document also had an automatic Service fee generated from a Class/Group.

SRM-3167

Correction

Bug - The code for the Group availability checking was different from the product availability checking when the <Divisional Inventory Parameter> to "Use Requirements when Checking Availability" was not activated. This was causing an Overbooked items error when a Group was put on a rental document such as a Reservation or Counter Worksheet.

SRM-3174

Correction

Bug - When the signed in <Operator> (GLOP01) is configured with 'Prompt for Location' set to No or to Div, the <Exchanges By Customer> (RSEX06) utility was defaulting to the operator's expected 'Return Location' code but was displaying Head Office for the 'Location Description' instead of the operator"s default location description and the completed exchange was then incorrectly returning the asset to the Head Office.

SRM-40

Correction

There was a List price issue on Kit items on the Contracts & Reservations associated with the trade discount percentage being zero.

Ticket #

Type

Description

SRM-1210

Enhancement

Kit update utilities and actions include:

- If a product description is manually changed in <Sales Inventory> (RSPF01) or in <Rental Inventory> (RSPF02) the operator is given the option to also update the item description on the< Kit> (RSKF01) but only if the original descriptions are an exact match.

- If a product alternate language description is manually changed in <Sales Inventory> (RSPF01) or in <Rental Inventory> (RSPF02) the operator is given the option to also update the item alternate language description on the< Kit> (RSKF01) but only if the original alternate language descriptions are an exact match.

- If the product description is changed by the <Export/Import Inventory Clean-up> (INCL01) utility and this product is included in a <Kit> (RSKF01) the description on the Kit item is also updated but only if the original descriptions are an exact match.

- If a product alternate language description is changed by the <Export/Import Inventory Clean-up> (INCL01) utility and this product is included in a <Kit> (RSKF01) the alternate language description on the Kit item is also updated but only if the original alternate language descriptions are an exact match.

- An <Export/Import Kit> tool is provided by Export & Import buttons on the <Kit> (RSKF01) screen that can be used to update existing Kit details but line details cannot be deleted or added.

SRM-2881

Enhancement

The <Inventory Search> (RSEQ01) for the 'Requested' and also the 'Rented' products on the <Substitution Trx> (RSBB01) screen generated from the document details has been changed to reflect the document customer & dates/times and the location defined for the search in <Division Inventory Parameters> (RSDV90) for the document division.

SRM-2955

Enhancement

Products that are no longer stocked or no longer in your fleet can be flagged as "Inactive" in the <Sales Inventory> (RSPF01) and the <Rental Inventory> (RSPF02).

The "Inactive" flag can also be updated using the <Export/Import Inventory Clean-Up> (INCL01) tool for Products.

An "Include Inactive" products filter is provided in the <Inventory Search> (RSEQ01) utility.

SRM-3041

Enhancement

Empty <Suggest Sales Lists> (RSSS01) with no product details can no longer be created and are auto-removed from products in the system to prevent issues finding items in additional valid Kits and SSLs.

SRM-3036

Correction

Bug - The <Receive Internal Transfer> (INDH04) for rental items was only updating the rsil_cost_qty at the transfer "From" location and was not properly updating the rsil_cost_qty at the transfer "To" location.

SRM-3083

Correction

Bug - Adding new Rental or Sales Inventory somewhere was setting the 'Allow Discount' flag to NO.

SRM-3221

Correction

Bug - The <Internal Branch Transfer> (INDH01) was only checking available product quantities when the transfer was created and was not checking availability at the time of shipping the items to the new location using the <Ship Internal Transfer> (INDH02) utility.

Ticket #

Type

Description

SRM-2847

Enhancement

The <Invoice Payment> (RSIH03C) screen has been updated to provide a Texada Pay Credit card VOID option as is provided in the Deposits payment window.

SRM-2855

Enhancement

The Invoice prints the 'Ref Contract#' from the invoice header in the 'Contract#' field on the PDF document when there is no "Source Doc" value defined.

Ticket #

Type

Description

SRM-3058

Enhancement

Enhancement: The option is provided to print the 'Picking List' associated with a Portal Reservation or Quotation Request (TXW050) for standard and alternate language customers, so the items can be selected before the GateWay document request is converted.

SRM-3177

Enhancement

A search filter for GateWay/Portal eligible Customers by Name or by Number is provided in the <Portal Customers> (WEB091) screen.

SRM-3192

Enhancement

When a new customer record gets created in SRM and added to the <Customer Information> (ARCF01) table, whether it is manually added, added on-the-fly for a Cash customer from a document header, added through the Search window, added by the Standard Data Import or added from a REST API, the new customer record is automatically given website access with a system generated password based on the customer number.

A @GW.com email address is also system generated based on the customer number to ensure the new customer has access to Gateway via Portal.

An <Enable Customers Website Access> utility (ARCF58) has been created to assign these Portal credentials for GateWay access to each existing Cash or On Acct Customer, with the exception of the customers setup as the "Clone Cash Customers" source in the <Divisional Contract Parameters> (RSDV90A)

Ticket #

Type

Description

SRM-1512

Enhancement

The spreadsheet output option has been added to the <Inventory Re-Order Report> (RSPO20) when it is generated from <Automatic Job Scheduling> (SCSCRON).

SRM-2923

Enhancement

When the 'Job Cost Code ' processing is enabled in the <Company Posting Parameters> and a non-inventory item with the GL Expense Account defined on the PO is being billed on an <AP Invoice by PO> (APVI04) the operator is prompted whether to use the original PO GL Account or to override it with the GL Account associated with the selected Job Cost Code.

SRM-2963

Enhancement

The <Open PO Report> (INPH30) detailed by Category to PDF & Spreadsheet has been changed to show Contract services linked to a part on a PO, in the new 'CON SERV' category.

SRM-2991

Enhancement

The label for 'Bill To' that is printed on the jasper Purchase Order has been changed in the properties file to 'TO:'

SRM-3006

Enhancement

When an <Operator> (GLOP01) is flagged as disabled at a Division that user cannot be selected or entered as a 'CLERK' on the <Purchase Order> (RSPO01) header when the session is signed in at that Division.

SRM-3007

Enhancement

The <Sales Inventory Min/Max Report> (RSPF61) enhancements include:

- Additional selection filters by Location, Group and Product are provided.

- The corresponding <Group> (RSGF02) is included on each product record.

- Location reporting has been added where the Location will always display as 'ALL' for any Sales Inventory that is not flagged to "Order By Location" in the <Inventory Re-Order Information> (RSPFWIN6) window and individual location records with the associated Min/Max quantities and information will print on the output for the Sales Inventory that is setup to utilize the "Order By Location" feature in the <Inventory Re-Order Information> (RSPFWIN6) window.

- Operator-assigned <Divisional Restricted Views> (DSAC01) are respected.

- The report output can be generated for all sales products in the selected range or generated only listing the sales products that have been assigned Min/Max values in the <Inventory Re-Order Information> (RSPFWIN6) window.

SRM-3047

Enhancement

The <Purchase Order Report> (INPH30) has been enhanced to filter by "Purchase Order Status" with choices including Open/Received Not Invoiced/All/Closed and Invoiced/Cancelled for the Summary at the PO header level and for the Detailed output at the product line item level.

This enhancement applies to the <Purchase Order Report> (INPH30) when it is run manually and also when it is run from the <Automatic Report Scheduler> (SMCR01).

SRM-2446

Correction

When a new <Purchase Order> (RSPO01) is created from the <Generate P.O. from Worksheet> (POWH20) utility, the Clerk code defaults from the operator signed in when the function to create the POs was run.

SRM-2928

Correction

The <Reverse Warehouse Receiving> (INWR21) utility was not displaying an over-typed product description but was showing the product file description instead.

SRM-3013

Correction

BUG: The 'NON-BULK RENTALS NOT ALLOWED' error message was being incorrectly triggered on the import of Sales products from the <Update Product Min/Max> (RSPO81) utility.

Ticket #

Type

Description

SRM-1000

Enhancement

The <P.O. Required Invoice Report> can be run from the <Automated Report Schedule> (SMCR01) for the function RSIH13.

SRM-2972

Enhancement

Enhancement - The <Unbilled Revenue Report> (RSXD16) run manually or from auto-reporting provides the option to include current unposted "On Hold" A/R Invoices for a more complete outstanding Revenue analysis and accrual journal.

Enhancement - When an 'Accrual Journal' is generated by the <Unbilled Revenue Report> (RSXD16) the revenue from all rental and sales transactions for an Invoice that was created from a Contract where the Invoice Division is different from the Contract Out Division is reported as of the Contract Division OUT, and all Services and DW revenue is reported as of the Contract Division IN which has become the Invoice division.

Both contract 'Div Out' and document 'Div' are reported on the spreadsheet output of the <Unbilled Revenue Report> (RSXD16).

Enhancement - Additional fields have been added to the spreadsheet output of the <On-Hold A/R Invoices Report> (RSID07) including totals for rentals, sales, services, damage waiver, taxes and the invoice total.

Bug - Enhanced Taxes were not being reported on the <Unbilled Revenue Report> (RSXD16).

SRM-3138

Enhancement

The <Product Revenue Report> (RSSH07) listing Serialized Sales parts on the detailed spreadsheet output has been enhanced to include the product "Serial Number" when the invoice detail option is selected.

SRM-997

Enhancement

The <Asset Tag Discrepancies Report> can be run from the <Automated Report Schedule> (SMCR01) for the function RSPF38.

SRM-999

Enhancement

The <Work Order Detail Report> can be run from the <Automated Report Schedule> (SMCR01 ) for the function WOWH17.

Ticket #

Type

Description

SRM-1257

Enhancement

Damage Waiver codes that are in-use on a document cannot be deleted from the <Damage Waiver Code> (RSDW01) table so the <Delete Waiver Code> (RSDW03) utility now generates a spreadsheet listing any associated document types with numbers for reference.

SRM-1278

Enhancement

The <Model Inspection Form Export/Import> (RSMM10) provides the ability to attach and remove <Inspection Forms> (FLINSP06) to the rental product <Models> (RSMM01) and to set the applicable Inspection Types for auto-assign.

SRM-3000

Enhancement

The format of the <Import Tax Codes By Postal/Zip> (DCTXPC3) has been adjusted so column D becomes 'EstimatedCombinedRate' and column E becomes the 'StateRate' on the import and on the report.

SRM-3069

Correction

SRM Open Client sessions both signed in directly from <SRM Login> (PASSWD_W) and started from a Texada Web session are assigned the same browser id and <Operator> (GLOP01) login name as can be confirmed in the <Current Sessions> (FINDLOCK9).

Ticket #

Type

Description

SRM-2906

Enhancement

The <Customer Export/Import> (ARCF37) utility has been expanded to provide a separate spreadsheet export, with upload and import actions for the <Insurance Comments> (ARIN01) that is independent of the 'Customer Information' spreadsheet and import.

SRM-2999

Enhancement

If the invoice # submitted in Column C of the <Data Import> (IMPORT2) for "Vendor Balances" is greater than 9 characters then the AP Invoice# is truncated to 9 characters and this value populates the "Invoice Ref" field on the A/P Invoice header up to a maximum of 20 characters.

SRM-848

Enhancement

The column label for 'LTD Meter' has been modified to be Display Only on the <Export/Import Inventory Cleanup> (INCL01) spreadsheets to clearly indicate that the values in this column are for information only and cannot be updated by the import.

SRM-1753

Correction

Bug - When importing products with Asset Tags in the <Std Product Import> (IMPORT2) utility, the Tags were not being imported if the next transaction value for RSRI in the <Last Used> (GLLR01) table was already in-use.

SRM-2929

Correction

Bug - When multiple new Rental or Sales products are created using the bulk list option in the <Clone Products> (RSPF46) utility, the "Our Product#" from the source product was being saved as both the "Our Product#" and the "Vendor Product#" on the new products instead of respecting the 'Vendor Product Number' from the source product used for the clone.

SRM-2981

Correction

The SRM Menu tree for Utilities -> Work Orders was not displaying the correct verbiage for function WOWH29 <Sync Work Order To Texada Web>.

The confirmation screen in the <Rental Return> (RSCD04) has also been updated from FleetLogic to Texada Web.

Ticket #

Type

Description

SRM-3044

Enhancement

The 'Default Posting Type' defined in the <Divisional Work Order Parameters> (RSDV90D) now also applies to the W.O.s generated from the <Create Maintenance Work Orders> (WRPH12) based on the Division of the new Work Order.

Bug - The Maintenance Work Orders created by the <Create Maintenance Work Orders> (WRPH12) utility were not being printed out in division grouping.

SRM-2948

Correction

Bug - A 'Serialized Sales' product used as a W.O. Part was not being properly returned to inventory stock when the <Work Order Invoice> (WOWH33) was reversed and credited.

Bug - When a 'Serialized Sales' product was accessed in the <Sales Inventory> (RSPF01) by selecting it from the search window, the "Gear" icon to access the <Serial Number> (RSNU03) table was disabled, but if that same 'Serialized Sales' product was accessed by entering the product number manually then the "Gear" icon was enabled and the <Serial Number> (RSNU03) table was accessible.

SRM-2968

Correction

Bug - When a session failed converting a W.O. to a <W.O. Invoice> which resulted in payment taken by Texada Pay but not saved in SRM, the Work Order could not be reversed to correct the billing, , because the W.O. Invoice was out of balance.

SRM-2986

Correction

Bug - When the <Company Security Parameter> to "Continue Document On Failed Credit Check" was set to NO, the Credit control actions defined by the customer <Credit Rating> (ARCR01) do not apply but the system should still be allowing a <Work Order> (WOWH01), an <Estimate> (WOEH01) or an <A/R Invoice> (ARIF01) to be created for a customer who has exceeded his Credit Limit.

SRM-3100

Correction

Bug - There was a documentation typo where the <Bulk Close Internal Work Orders> (WOWH28) was referencing the WOWH table for Date Range Control instead of the WORT date range.

Ticket #

Type

Description

SRM-1393

Enhancement

Deprecate Fax functionality in the code and remove reference to faxing utility options in the documentation.

SRM-2860

Enhancement

Additional warning messages have been updated to reflect the rebranding of FleetLogic to Texada Web.

Ticket #

Type

Description

SRM-2911

Enhancement

The /get/pdf API for any document type now provides the ability to print multiple documents at one time, by listing the document numbers or filtering by customer with or without selecting a date range.

SRM-3037

Enhancement

Samsara Telematics integration with SRM is available to capture GEO locations and to update the current Meter count and Meter history for non-bulk rental products supplied with the SAM tracking device.

SRM-3213

Enhancement

The create and the edit Customer Site APIs have been updated to provide the ability to set a primary customer Contact for the Site and to set the default print flag on each Site Comment line.

SRM-2997

Correction

The Telematics Vendor ID has been added to the Post & Put asset API's and to the SwaggerUI documentation.

SRM-3051

Correction

Bug - The PO Clerk was validated and was passed in on the SmartEquip import but was not being properly saved on the resulting Purchase Order header generated in SRM.