2023.01 Texada SRM Release Notes

Ticket #

Type

Description

SRM-3516

Enhancement

The Vendor number on the A/P invoice can be changed prior to posting using the <Change Vendor# on Unposted A/P Invoice> (APVH90) utility.

SRM-3439

Enhancement

The 'Expiry' date field for Texada Pay card-on-file records in the <Customer Credit Cards> (ARCC01) table has been disabled making it display only as this date is updated when a new replacement card that has been supplied by the issuer is used for payment.

Once a TP card has expired and has not been re-issued, it needs to be deleted and a new card needs to be captured with new expiry information in the CARDGET utility.

The expiry date for non-TP cards can still be updated manually in the <Customer Credit Cards> (ARCC01) table.

SRM-3407

Enhancement

The CPA 005-80 Byte <Direct Credit A/P Defaults> (APDC01) used by the TD Bank has been updated to allow 12 characters for the Bank Account #.

SRM-3317

Enhancement

The header line of the CPA 80-BYTE format for the TD Direct Credit AP payment file generated from APAP34 has been changed to submit a C for Credit instead of a D for Debit.

SRM-2711

Enhancement

The <Unapplied A/R PaymentsReport> (ARAR15) has been enhanced to provide a selection filter by Customer or by Document Division. Both Customer and Document Divisions are included in the PDF and spreadsheet output.

SRM-3309

Enhancement

Four additional fields have been added to the GL Export Xml file including Operator code, name, PO# and Vendor Invoice Date.

SRM-3408

Correction

Bug - The <AP Vendor Check History Report> (APAC15) was not separating checks by Date properly to PDF or to Excel output.

SRM-3370

Correction

The standard <Unapplied Payments Report> (ARAR15) was not set to not show on menu.

Ticket #

Type

Description

SRM-3422

Enhancement

Improved the speed of the <Cycle Billing Edit> (RSXD14) process when calculating and billing current meter reading charges.

Ticket #

Type

Description

SRM-3112

Enhancement

If there are any services on a Contract with a zero quantity on exiting the "Services" window on the <Contract Summary & Totals> (RSCH03) screen, a prompt is triggered to alert the operator and to provide the option to update the billing quantity to one and to re-open the Service details.

SRM-3203

Correction

Bug - The 'Rental Rate Adjustment' calculated on a billed Contract when rates are changed was basing the calculation by comparing the adjusted amount to the minimum rate, instead of to the total amount.

Ticket #

Type

Description

SRM-3263

Enhancement

Delivery Tickets are always created for NEW <Cylinder Transactions> (RSCY01) and the <Divisional Delivery & Pickup Parameters> (RSDV90) default setting to 'Charge a Service Code' for the ticket is respected.

SRM-3261

Enhancement

The PO# captured on a <Cylinder Transaction> (RSCY01) is carried through to print on the Delivery Ticket for the driver.

SRM-3260

Enhancement

<Cylinder Transactions> (RSCY01) are now available to Cash customers as well as On Account customers even though the rental of the cylinders is always billed 'On Account' through the <Cycle Billing> (RSCD14) process.

SRM-3253

Enhancement

Cylinder billing Invoices generated from <Cylinder Transactions> (RSCY01) and from <Cycle Billing> (RSCD14) can be modified however the cylinder transactions cannot be deleted.

SRM-816

Enhancement

A quantity of only one is allowed for a non-bulk rental product selected on the <Convert Reservation to Contract> (RSRH04) utility to replace a reserved Group on the new contract.

Ticket #

Type

Description

SRM-3472

Enhancement

<Customer Sites> (ARST01) accept and save an increased comment size of up to 250 characters per line and pass these Comments to any documents assigned that site and where some document types only support 60 character comment lines, the 250 characters are split over multiple 60 character lines.

SRM-3397

Enhancement

The <Contact Comments> (RSCIC01) has been increased from 60 characters to capture and save up to 250 characters per line.

SRM-3346

Correction

Bug - When creating new customers in the <Customer Information> (ARCF01) the operator was warned "You are not licensed for web enabling" even though Portal licensing should no longer be checked.

Ticket #

Type

Description

SRM-3351

Enhancement

Texada Pay: Users are now able to VOID an Auto-Pay Cycle Bill Invoice payment that was created & paid on the same day.

SRM-3246

Correction

Bug - Texada Pay: Card Present Transactions were failing/printing random receipts in SRM when two different companies were using the same card scanner.

SRM-3343

Correction

Bug - Creating an <Inspection Form> (FLINSP06) on a new system was getting stuck in a loop if the 'Form Types' had not been configured yet.

Ticket #

Type

Description

SRM-3518

Enhancement

The <Inventory Count Worksheet> (RSNQ01) has been changed to allow sales or rental detail lines to be deleted but only from the blank page as these products have no location records.

Product detail lines cannot be deleted from the numbered pages.

SRM-3447

Correction

Bug - A valid SSL # could not be added to any <Sales Part> in RSPF01.

SRM-3417

Correction

Bug - The "Ignore Disposed Products" filter in the <Rate Book Report> (RSRF12) was being disabled even when the "Rates to Include" was not set to the "Group" option.

Ticket #

Type

Description

SRM-3237

Enhancement

The XML output for the Jasper P.O. form has been updated to include the Vendor Currency.

Ticket #

Type

Description

SRM-3425

Enhancement

The selection of the Division/Location filters on the <Operator Security Report> (ROLE08) have been changed from a radio group to checkboxes for easier use.

SRM-3409

Enhancement

The <Verify Asset Tag Qty = Location Qty> (RSPF38) utility has been re-flagged to show on the menu tree.

SRM-3392

Enhancement

A Division 'Type' filter has been added to the <Operator Security Report> (ROLE08) and columns have been added to the exported data to identify the Division Types of 'G/L Division' and of 'Inventory Location'.

SRM-3316

Enhancement

The <Operator Security Report> (ROLE08) can be used to export a list of all operators with their security roles and their current SRM access information to a spreadsheet.

SRM-3287

Enhancement

The new Contract number created from the <Quote Convert to Contract> (RSQH05) utility has been added to the <Clerk Document Access Log> (RSCF02) when captured because the <Company Security Parameter> (GLCN90) to "Record Clerk When Accessing Rental Quotes" is activated.

SRM-2767

Enhancement

To minimize distortion of the <Tax Activity Report> (GLGL30) results when the "Calculate Tax On" GL Journals capture feature is activated in the <Company Taxing Parameters> (GLCN90), a Journal transaction check on the 'Type' of 'Collected' versus 'Purchased' is performed on the journal details in <Std Journal Entry> (GLJH01) and in <Miscellaneous Journal Entry> (GLET01) and a warning is generated if the details do not match the 'Type" defined in the journal header.

SRM-2762

Enhancement

The <Texada Pay Reconciliation> (OPNEDG7) utility can be used for Canadian and American companies to pull the transactions from OpenEdge and compare them against SRM's Texada Pay Log to help identify instances where payments in Open Edge aren't being posted back to SRM.

SRM-1245

Enhancement

An additional "Vendor" filter has been added to the <Product Revenue Report> (RSSH07) parameters.

SRM-1076

Enhancement

The <A/P Cash Requirements Report> (APAP16) can be scheduled and executed as an <Automated Report> (SMCR01) with the PDF or spreadsheet output emailed to defined user addresses.

SRM-3234

Enhancement

One year has been set as a default date range in the selection filter screens of the <Customer Revenue Report> (RSSH17) and the <Customer Revenue Report - Express> (RSSH19) to avoid massive load issues caused when compiling large amounts of data for the output.

SRM-3446

Correction

Bug - Invoices were missing from <Commissions by Payment Report> (RSID51) because they were paid and had no on account amount.

SRM-3362

Correction

Bug - Automatic Reports were not running so to ensure this is always properly enabled the Global Update process has been enhanced to automatically reset the GLLR last used running balance for CRON.

SRM-2907

Correction

Bug - The <O/S Pickup Report> (RSCH29) was not respecting ALL Locations when run as an <Automated Report> (SMCR01).

Ticket #

Type

Description

SRM-3525

Enhancement

The rental assets in <Groups> (RSGF02) where the "Check Availability" parameter is off, are now reported as A in the RSPFSTAT table instead of as AVAIL.

SRM-3419

Enhancement

The "user-defined <Product Status Codes (RSAR01) for non-bulk rentals are still saved in the RSPFSTAT table but are no longer displayed in the "Current Codes" window of the <Product Status Codes Search> (RSARSEL).

SRM-3360

Enhancement

The "Apply Contract Deposits" control for Cycle Billing set in the <Company Billing Parameters> (GLCN90L) has been changed to apply to Invoices generated from <Bill-A-Single Contract> (RSCD34) as well as the interim Invoices generated from a batch <Cycle Billing> (RSCD14) run.

SRM-3323

Enhancement

Restrictions have been set on the 'Attachment Directory' and the valid 'Attachment Types' defined in the <Company Miscellaneous Parameters> (GLCN90O) and are now populate properly by the Global Update.

The 'Maximum Disk Storage' size has been increased to 10GB and the 'Maximum File Size' permitted has been increased to 5MB where both can also be set in the <Company Miscellaneous Parameters> (GLCN90O).

SRM-3372

Enhancement

The FINDLOCK utility has been improved to prevent users locked at sign-in from showing as "LOGGING IN" with "?" as the pty and an export option has been added to the output the locking information to a spreadsheet.

SRM-2502

Enhancement

The SRM <Email Configuration> (GLCN90O) for has been changed to allow the "Alternate Address 'From' Support" flag to be checked even if the 'USE SMTP AUTHENTICATION' is set to No.

Ticket #

Type

Description

SRM-3389

Enhancement

The <Cancel Contract Exchange> (RSEX11) utility has been re-flagged to show on the menu tree.

SRM-3285

Enhancement

The 4 Group defined "Freight Charge" values have been added to the <Export/Import Group Information> (GRP695) utility for easy data capture.

SRM-3269

Enhancement

The customer Billing Setting to "Allow Rental Cap" value has been added to the <Customer Export/Import> (ARCF37) utility.

SRM-3430

Enhancement

The <Inventory Cleanup Import> (INCL03) has been enhanced to respect "0", "0.0", "0.00", "0.000", or "0.0000" as non-blank numeric values so that when the "Ignore Blank Values" parameter is set to Yes on the import, numeric fields can still be cleared with the exception of meter digits, sale conversion and order conversion values that do not allow zero anyhow.

SRM-3359

Enhancement

The <Update On Hand Quantity by Product#> (RSPF33) utility has been re-flagged to show on the menu tree.

SRM-3423

Correction

Bug - The spreadsheets generated from the <Inventory Clean-up> (INCL01) utility were truncating the 'Internet Description' for a <Sales Part> to 30 characters instead of allowing the full 60 characters.

SRM-3398

Correction

Rental product numbers were not being updated on open Contracts from the <Merge Rental Assets> (RSPFR74) utility.

Ticket #

Type

Description

SRM-3304

Enhancement

A default Internal Customer number can be defined in the <Divisional Work Order Parameters> (RSDV90D) that is assigned to <Maintenance Work Orders> (WRPH12) and to new Work Orders that are auto-created at <Rental Return> (RSCD04) or from <Contract Exchanges> (RSEX06), and from the REST APIs for Rental Returns or Exchanges, where the create W.O. action is based on the Group flag or based on a change to the Status Code. When a Divisional Internal Customer is assigned to a new Work Order from a Contract the source contract Site information is not passed to the W.O.

If no Internal Customer is defined for a Division then the customer number and site from the source Contract are pushed to the resulting Work Order.

SRM-3286

Enhancement

The <Generate Maintenance Edit> (WRPH12) utility has been enhanced to provide the option to "Use the Customer#" on the new Work Orders so that if the asset to be serviced is currently on an open Contract then the customer number from that contract will be reflected on the service Work Order that is created instead of always using the "Post to Customer#" selected for the run.

The "Post to Customer#" would then only apply to Work Orders for assets that are not out on an open Contract.

SRM-3511

Correction

Bug - Closing a Work Order (WOWH02B) to an Internal Repair when the parts/labour/services are all zero charge was throwing a DATA NOT NUMERIC error.

Ticket #

Type

Description

SRM-3245

Enhancement

When an operator uses a new browser to access SRM the Pop-up blocker in that browser is detected by SRM and the user is immediately notified with instructions to unblock and the option to test.

SRM-3191

Enhancement

Because a non-bulk rental asset can have more that one status the same "Current Status Code" (RSPFSTAT) table tracks both system-assigned-reserved and user-defined status codes, where this table is updated whenever any information changes for a non-bulk product that could affect statuses and the automated job RSPF132 can be run to refresh status codes.

The "Current Codes" inquiry can be viewed from the Status Codes field for non-bulk products in < Rental Inventory> (RSPF02).

Status Code Rules include:

- If the asset quantity is zero, only user-defined status code or AVAIL will exist.

- If a product has an off-rental status (F, D, P, CP, X) then it will not have a contract status (C) as becomes redundant.

- If a product has an AVAIL status only user-defined status codes apply and all other system reserved status codes will be ignored.

- If Class re-rent flag or Group availability flag is changed the status table is updated for all products in the given class or group.

- The /get/productStatus/{product} API is provided to view the Status Code data.

SRM-3431

Enhancement

To avoid URL errors the 5 special characters "/&?%+" are prohibited from being entered as part of the primary key in any new record number.

Legacy records are still maintained and so are allowed in Change mode.

SRM-3401

Correction

Bug- When a <Product Search> (RSEQ01) was executed from a rental document using a Group filter versus a product Description filter, there was an inconsistency in the red/green colour display of the same non-bulk asset, based on its <Product Status Code> (RSAR01) when the assigned code is flagged 'No-Rent' but still 'Available'.