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2021 SRM (Systematic Rental Management) Release Notes

Contains release notes for SRM (Systematic Rental Management) for the 2021 calendar year.

These release notes address new features and code fixes for the standard release of SRM (Systematic Rental Management) as of 2021. Notes are categorized as either Enhancements (new components or features) or Corrections (bug fixes).

All changes will be fully laid out in the Help Center, located at www.help.texadasoftware.com, following the release.

Click here to learn more about the technical requirements for SRM.

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April 2021

Version 2021.01

Document Header Line-1

Accounts Payable    
Ticket # Type Description

SRM-1870

Enhancement SRM continues to support printing the 1099-Misc Form with the 2020 updates and provide the values to complete the new accompanying 1099-NEC form, but will not be printing the 1099-NEC form directly
SRM-1791 Enhancement When an “Alternate Payee” is defined for a Vendor to receive the A/P Payments, the “Alt Payee” name and address are now are also printed on all Purchase Orders for that vendor in place of the vendor’s primary name and address

Accounts Receivable

   

Ticket #

Type

Description

SRM-2036

Correction

The edit/delete in the customer Contact Titles table now allows the user to modify any title and delete multiple records

SRM-2030

Enhancement

When a Texada Pay Credit Card is deleted from the customer’s saved Credit Card list, an internal error is no longer displayed to the use

SRM-1979

Enhancement

There is now a customer site report by created date, including the tax fields, which has multiple rows per site with one line per tax code on that site

SRM-1978

Enhancement

An exemption type and exemption expiry field is now added to the customer and site level tax information within the AR module

SRM-1933

Correction

A Change Location of In-Yard Return utility is now provided to correct a Return Location for items on an In-Yard Return Worksheet prior to the  Rental Return

SRM-1914

Correction

When a current Invoice billed from a Contract with manually modified rates is reversed to create a Credit Invoice, the resulting Credit Invoice now respects and prints the Rates from the Contract

SRM-1770

Enhancement

Customers that require a specific Purchase Order# on an Invoice can now be configured in the Customer Information with a "Purchase Order Warn" flag so that when a Contract for that customer is billed in the Rental Return or Cycle Bill a Single Contract, a warning is generated to alert the operator of this Purchase Order requirement

SRM-1625

Enhancement

The APIs are now enhanced to allow  Portal access to Cash Customers as long as the customer number is not defined as a Divisional Clone customer

Back Office

   

Ticket #

Type

Description

SRM-2009

Correction

The Cycle Billing report now calculates billings correctly when there are multiple off-rentals for a Contract

SRM-1957

Enhancement

There is now a "Clear" button on the Cycle Billing Edit screen

SRM-1919

Correction

When the number of Operators flagged to use FleetLogic exceeds the Licensing count allowed for FleetLogic, a warning is now generated of the access count on exiting the Operator file

SRM-1907





Correction

Standard import checks barcodes file for barcodes 1 and 2 on the import sheet, even if they are blank

If there happens to be a blank barcode assigned to a product, the import will reject these lines

SRM-1982

Correction

The file size issue causing the Agree AR to GL Discrepancy to write junk files to the data directory for GLGL17C instead of the actual file ARGLERR.TXT is now resolved

SRM-1745

Enhancement

The Cycle Billing Edit report and Generate Invoice Confirmation report can now be output to PDF or exported to a spreadsheet where the different reports are on separate tabs

Counter

   

Ticket #

Type

Description

SRM-2082

Enhancement

The user can now change the location when closing Pickup Ticket

SRM-2003





Enhancement

Allow user to take a payment for out of balance work order invoice


When a Work Order Invoice is out of balance, it can now be re-accessed in Miscellaneous Invoices just to correct and balance the payments

SRM-1943

Correction

The values in the Reservation Search results in RSRHSEL are now aligned correctly with the column headings

SRM-1939

Correction

A Delete IYR Worksheet utility is now provided to remove the worksheet so items can be returned by Contract in the Rental Return, which will allow the bill date and bill to be adjusted

SRM-1960

Enhancement

When a Pickup Ticket is closed at one location and the In Yard Return is returned to a different location, the warning displayed in the Pickup Tickets Returned to Wrong Location screen at Rental Return now only includes warnings for the contract/items currently being returned

SRM-1936

Enhancement

There is now no restriction on whether a PPSR can be entered for the same non-bulk asset on multiple contracts or even multiple times on the same contract when no availability checking is on

SRM-2022






Correction

The ability to note Quantity Delivered/Picked on open tickets is now removed, and closed Delivery/Pickup Tickets do not display Quantity Delivered/Picked

SRM-1839






Correction

When the user clicks in the *Additional Options* window of the Expanded Product detail in Contracts, the PPSR Entry screen no longer freezes and forces the user to terminate their session

SRM-1818






Enhancement

Current SRM Cycle Billed Invoices and Rental Return Invoices that are in progress or held can now be merged when 'Vertex Taxing' is activated if the Vertex Version is 9.0 or higher and the invoices meet the merge match criteria defined in the Company Billing Parameters

SRM-1771

Enhancement

A PDF Terms and Conditions page can now be uploaded and inserted into a contract

SRM-1643






Enhancement

When Enhanced Taxing is active, Work Orders can now be created in Texada Web but are not assigned a GeoCode as the Work Order must be closed to an Invoice or a Repair in SRM so that the GeoCode and Tax calculations are completed

SRM-1040




Correction

The “Customer Name Search” in document headers including Sales Orders, Rental Quotes, Reservations and Sale Approval Quotes, now returns the customer matches when the operator types in the first few characters of the alpha key in the ‘Customer#’ field.

SRM-1643



Enhancement

When Enhanced Taxing is active, Work Orders can now be created in Texada Web but are not assigned a GeoCode as the Work Order must be closed to an Invoice or a Repair in SRM so that the GeoCode and Tax calculations are completed

Data Management

   

Ticket #

Type

Description

SRM-1920

Correction

The Export/Import Product Clean-Up utility now only accepts Meter values of M, B, N or blank and only throws an error if Y or any other character is submitted on the import file

SRM-1902

Correction

The system now allows the import of taxes that are zero

Inventory Control

   

Ticket #

Type

Description

SRM-2045

Enhancement

The Status Code field on Rental Inventory or Product Inquiry Screen is now widened to display the entire Status Code

SRM-2041

Correction

The Make/Model table now saves the Make or Model 'Type' for manually added records to re-display them on the appropriate screens and export the Type in the data export template.

SRM-1993

Enhancement

The sales product Mobile Description Override description is replaced by a checkbox

Purchase Orders

   

Ticket #

Type

Description

SRM-1724

Enhancement

The 'Close' checkbox in the O/S Warehouse Receipts Update is now

 disabled for Re-Rent products to allow these Purchase Orders to stay open for ongoing AP Re-Rental Billings

Work Orders

   

Ticket #

Type

Description

SRM-1961

Enhancement

The user can now access and correct an out-of-balance Work Order Invoice in Miscellaneous Invoices

SRM-1652

Enhancement

When a Work Order is reversed using the Reverse Work Order Invoices utility, any Deposits used on the associated Work Order Invoice are now reinstated on the Work Order so they can be re-applied when the Work Order is updated and closed again

SRM-1638

Enhancement

When Enhanced Taxing is active, Work Orders can now be created in Texada Web but are not assigned a GeoCode, the Work Order must be closed to an Invoice or a Repair in SRM to allow the GeoCode and Tax calculations to be completed

Reports

   

Ticket #

Type

Description

SRM-1773

Enhancement

The Purchase Order Report now can be generated automatically and the output emailed to preferred users 

SRM-1659

Correction

The Time Utilization Report no longer returns zero results when only a single product is specified in the filters

SRM-1524




Correction

The Detailed Open Contract Report by Division now prints the contract header when the Contract has only Services

System Maintenance

   

Ticket #

Type

Description 

SRM-2100

Enhancement

The Open Client tabs are now updated to always include the Company Code to clearly identify the SRM company being accessed in the browser

SRM-1988





Enhancement

The Tax Codes by Postal/Zip tool is now upgraded to respect the +4 format in the new "To Code" so that the full range of Zip codes is covered

SRM-1916






Enhancement

The Division print alternate Address on document feature is now enhanced to provide the ability to set a different address for each division to print on documents including or excluding Purchase Orders

SRM-1280




Enhancement

When a Company is using ‘Texada Web’ and an operator is configured to use ‘FleetLogic’ in the Operator Codes, a [Switch to Texada Web] button is now activated on the SRM Main Menu for MFC or OC sessions to open a browser session for easy access to Texada Web

SRM-1280




Enhancement

When a Company is using ‘Texada Web’ and an operator is configured to use ‘FleetLogic’ in the Operator Codes, a [Switch to Texada Web] button is now activated on the SRM Main Menu for MFC or OC sessions to open a browser session for easy access to Texada Web

Texada Pay

   

Ticket #

Type

Description

SRM-2051

Correction

When Texada Pay is activated and a Contract Deposit is entered for a customer from a different country, the correct Payment drop-down box is now displayed

SRM-1756




Enhancement

The expiry Month and Year fields in the Texada Pay Capture Card window can now be read in Open Client

SRM-1736

Enhancement

Payment Method selection is now reduced

SRM-1694

Enhancement

The AR Payments utility is now enhanced to accept ‘Texada Pay’ Credit Card and Cheques as payment options

SRM-1663

Enhancement

The Open Edge Merchant Portal report was now tracks the associated document number for the payment or deposit in SRM and displays invoice numbers

API

   

Ticket #

Type

Description

SRM-2049

Correction

When updating Texada Web Purchasing Agents for Divisions or company wide from the Re-Order Report, a data refresh is now triggered

SRM-2013




Enhancement

The Create Invoice API now shows a proper “Quantity not provided” error if any Sales Part, Rental product or Service detail is submitted with zero quantity

SRM-2005



Enhancement

The FILE* method of payment is now removed from Create/Payment APIs

SRM-1990

Enhancement

A contract transaction number as reference key in attach table for In Yard Return is now added

SRM-1924

Enhancement

The Divisional Alternate Damage Waiver values and settings are now respected in the Get and Update Price  APIs for Groups and Products

SRM-1924

Enhancement

The Overnight Rate is now respected in the Get Price, Product, and Group APIs even when it falls within the Weekend Rate period

Tech Debt

   

Ticket #

Type

Description

SRM-2027

Correction

Add/delete of global updates run from the UPDATE proisam file is now allowed

SRM-1947

Enhancement

When an Open Client session is dropped, it can now be recovered when an operator re-accesses the Login screen using the same type of browser and on the same device, by clicking on the ‘View and Resume Sessions’ option on the Login screen 

Utilities

   

Ticket #

Type

Description

SRM-1967

Enhancement

The Export Vendor Data utility now respects the directory defined in the Daily Close Parameters to be consistent with the other XML exports

SRM-1786

Correction

The standard Group Import for Sales and for Rentals now respects the availability Y/N flags, and if the field is blank, it now converts to Y on the import

Integration

   

Ticket #

Type

Description

SRM-1963

Correction

Status Codes now update correctly on products during Rental Return

General Ledger

   

Ticket #

Type

Description

SRM-1921

Correction

The Tax Activity Report date range selection now respects the Standard Journal posting and reversing dates for GL accrual posting transactions

SRM-1800

Correction

When taxes are auto calculated on G/L Journals and multiple taxes are calculated for multiple trx lines on one Misc Journal, now the "Ref" value defaults from last trx line for that Tax code, and the 'Details' value lists the associated 'Tax Code'

SRM-1436

Enhancement

The Update Product Class, Change Class On Product and the Exchange Product Class utilities now generate a warning on the screen that the transfer of the inventory value needs to be posted manually in the General Ledger where required

Email

   

Ticket #

Type

Description

SRM-1698

Enhancement

The Emailing functionality in Play Data can now be configured for tighter security to allow All Emailing, or to allow only Single Docs/Reports & Texada Web, or to completely Disable Emailing in play

SRM-1648

Correction

The Log message is now improved to allow In Yard Return email sending to the email printer

Signature Capture

   

Ticket #

Type

Description

SRM-1883

Enhancement

The internal Contract status is now also updated when a signature is captured by Texada Web

Jasper

   

Ticket #

Type

Description

SRM-1877

Correction

When utilizing Duplex printing with 

Delivery/Pickup Tickets, the title label and ticket number now print properly

SRM-1849

Correction

The Inspection form checkbox and signature printing error is now resolved

Company Creation

   

Ticket #

Type

Description

SRM-1873

Correction

The Background transactions now writes to a log file each time an SCS operator record is updated to help identify when updates are done

Custom Programming

   

Ticket #

Type

Description

SRM-1720

Enhancement

An optional Profile Class can now be assigned to Contracts and Invoices for BI Analysis reporting

Navigation

   

Ticket #

Type

Description

SRM-1834

Enhancement

The title of the SRM product sign in dialogue box is now updated to “Texada SRM Login”

Customer Contact

   

Ticket #

Type

Description

SRM-1792

Enhancement

The Export/Import Contacts tool is now enhanced to provide direct access to create new Social Media Types and to include them on the template, and also to automatically create and assign new Contact Titles from the import sheet

Other

   

Ticket #

Type

Description

SRM-1940

Enhancement

A search field is now provided for all tax processing in the Tax Codes screen to easily find partial matches to Tax Codes or Tax Descriptions

SRM-1693

Correction

When sending the ‘Dual Layer Security’ link email, it no longer sends the link for the Live environment if the operator is trying to sign into PlayData

SRM-326

Enhancement

The Export/Import Min & Max tool can now be used to update Group or Product Re-Order Minimum/Maximum quantities in batch

January 2021

Version 10.1.2005

Document Header Line-1

Accounts Payable    
Ticket # Type Description
SRM-1843 Correction When multiple vendor checks required the <AP Overflow Remittance Report> to be printed the report was only printing the first vendor header and the last total summary data.
SRM-1722 Enhancement The ‘PO Search and Select ‘ (INPHSEL) utility using the “All” status filter was returning all the P.O.s in the range but displaying them all with a Cancelled status.
SRM-1697 Correction The calculation for Re-Rentals ‘Cost’ in <AP Invoice by PO> was incorrect for Bulk Re-Rentals because it multiplying the quantity twice.
SRM-1415 Enhancement The AP Check history tracks any Alternate Payee on the check and includes it on the Check and Check Stub, the <Posting Journal> (APCH20), <Check History Reports> (APAC15) and <Invoice History Reports> (APAC10).
SRM-1337 Enhancement When the invoices are displayed in the <A/P Account Inquiry> (APAP05) an "All Invoices/Unpaid Only" button is provided to refresh the list changing the filter of the invoices selection.
SRM-1023 Enhancement The ‘Trading As’ field in the <Customer Information>(ARCF01) has been expanded to 60 characters to allow for lengthy customer legal names, and can be used in the Key search to find customers and can also be printed on customized Jasper documents.
 
Accounts Receivable    
Ticket # Type Description
SRM-1794 Correction The <Account Inquiry> (ARAR05) and the <Invoice Summary & Totals> (RSIH03 & OEIH02) screens were throwing an APP_DATA error on systems where the Texada Pay with Global Payments had never been configured.
SRM-1554 Enhancement When the currency is defined for an Australian company in the <Company Information> (GLCN01) the "Government ID" prompt in the <Additional Customer Information> window becomes the "Australian Business Number" (ABN) field.
The ABN is displayed in the <Contract Detail Additional Options> (RSCDP02) window with the PPSR details and is printed on the <Contract Report> (RSCH55) spreadsheet when the PPSR details are included.
SRM-1508 Correction If the payment method is flagged in <Method Of Payment Codes> as Type A, M or F that indicates payment is by Debit or Credit Card, then a warning is triggered in <A/R Payments> (ARAR03) that the payment needs to be processed through the <Counter Payments> (ARPC01) utility to process the Texada Pay transaction.
Back Office    
Ticket # Type Description
SRM-1864 Correction <Reverse a Cycle Bill Invoice> (RSCD37) for assets Out on a Contract should not be checking overall asset/group availability.
SRM-1847 Enhancement The [SEARCH] button on the <Configure System Settings> (CONFIG) screen was failing on SaaS so the code has been modified to use VIPBM05.
Counter    
Ticket # Type Description
SRM-1856 Correction The error messages were not displaying properly when an E-sign Email for a signature request on a document failed.
SRM-1814 Correction The ‘Unit Price’ or ‘Unit Cost’ prints out 4 decimal places on the Jasper Work Order, Jasper Miscellaneous Invoice, Jasper Purchase Order and Warehouse Receipt documents, and is displayed to 4 decimals on the P.O. details screen, the Miscellaneous Invoice details screen as well as the Invoice Inquiry Details screen.
SRM-1738 Enhancement The ‘Email for Invoice Payment’ feature has been extended to include <Order Entry Invoices> and has been improved to exclude Paid Invoices, Zero Dollar Invoices, Credit Invoices and Invoices pending Approval.
SRM-1686 Enhancement A [CLONE] button is provided for both the <Rental Quotes> (RSQH01) and the <Sale Approval Quote> (RSVH01) to provide the ability to create a new quote by copying the details from another existing quote.
This allows "Standard" generic quotes to be setup that can be cloned repeatedly to generate actual Quotes always leaving the original source document intact.
SRM-1633 Correction The Jasper Contract was always printing the generic DW code for a Damage Waiver charge instead of printing the actual code & description setup in <Waiver Codes> (RSDW01).
SRM-1621 Correction Clarify documentation for existing logic where when the 'GST Company number' is defined by <Division> and the 'Print GST Exempt Asterisk (*) on Documents' is enabled, this print asterisk feature applies to any rental or sales item that does not include GST as Tax Code 1.
SRM-1630 Correction When the Descartes logistics feature is not enabled, the associated ‘Driver’ print check box flag is also disabled in the “Comments” window accessed from Contracts, Rental Quotes, Reservations, External Transport Tickets, Delivery Tickets, and Pickup Tickets.
SRM-1509 Enhancement A Rental Rate adjustment cannot be made directly to the Contract after that Contract has been cycle billed.
Instead the item must be returned at that rate and re-added to the Contract at the new rate level.
SRM-1499 Enhancement Operator <Role Permission Security> (ROLEPER2) is required to enable access to the E-sign feature provided on the <Contract Summary & Totals> (RSCH03) screen.
SRM-1425 Enhancement The quantity Delivered has been added to the Jasper Pickup and Delivery Tickets.
SRM-855 Enhancement When a ‘Return Location’ is reported on the <Create Pickup Ticket> (RSCH28) for a different Location than the Contract Out Location, and auto <One-step Transfer> (RSTH01) is generated to move all products to the new Location when the <Close Pickup Ticket> (RSCH47) is completed, so that no transfer is required on the <Rental Return> (RSCD04).
Data Management    
Ticket # Type Description
SRM-1815 Enhancement Multiple product/location rows in a <Standard Import> for Rental Products will create multiple Tags capturing Date Acquired, Cost, Serial#, Depreciation, Owning Division etc.
Inventory Control    
Ticket # Type Description
SRM-1887 Enhancement The <Inventory Cleanup> (INCL03L) import for Locations returns an 'Invalid product #' error response if the user tries to add a new product.
SRM-1684 Enhancement The ‘Mobile Description Override’ is captured in <Sales Inventory> (RSPF01) when a Mechanic changes the part description in a FleetLogic Mobile or Web app.
SRM-1560 Enhancement The <Inventory Clean-Up> utility has been enhanced to provide the option to update the Bin Location for a product selection in a bulk import.
SRM-1542 Correction When the <Inventory Adjustments Report> (RSIT43) was run for a single Location is was not returning expected data unless it was for the blank Division.
Purchase Orders    
Ticket # Type Description
SRM-1582 Correction The ACCEPT button on the <Product Rental Information> (RSRF01) update utility was not properly enabled so rate changes were not being saved unless the user used Function Key F3.
Work Orders    
Ticket # Type Description
SRM-1857 Enhancement Work Order Comments added in SRM were not saving the Operator ID and were losing the Operator ID that was captured in the Texada Web W.O. operation.
SRM-1605 Correction The Work Order Deposit Date was not respected in Deposit History when changed from <CURRENT DATE>.
Reports    
Ticket # Type Description
SRM-1489 Correction The <Standard Customer Revenue Report> (RSSH17) was not finding Customers when the report was filtered by a 'Customer Type' greater than two characters.
System Maintenance    
Ticket # Type Description
SRM-1713 Enhancement A "Beta Applications" table has been added to <Company Texada Parameters> that controls the activation of new features in our Client's code.
SRM-1342 Correction The user information in FleetLogic was not being updated when an Operator was deleted in SRM unless other operator changes had also been entered.
SRM-1466 Enhancement The SRM 'Email Signature' format has been improved to support HTML as well as Text formatted signatures allowing links, images, and other HTML styling in the 'DEFAULT EMAIL SIGNATURE' panel of the <Company Email Configuration> setup.
Other    
Ticket # Component Description
SRM-1872 API When an <Operator> (GLOP01) record has more than one Divisional access record and one is deleted, the other valid records were re-named to ‘Deleted Operator’ which restricted their access to FleetLogic.
SRM-1553 Navigation The browser tab description on Open Client sessions has been enhanced to display the Company Name when focus is on the Main Menu and to display the function description when focus is on a menu Option, to provide clearer definition of the current action on each tab.
SRM-1133 General

A [HELP] button has been added to the ‘Posting Control Lock Warning’ pop-up in SRM to access the Lock documentation maintained in the ‘Texada Knowledge Center’.

SRM-1947 General
When an Open Client session is dropped, it can be recovered when an operator re-accesses the Login screen using the same type of browser and on the same device, by clicking on the ‘View and Resume Sessions’ option on the Login screen. A list of all sessions opened in the same browser on this device, current and dropped is displayed with the current function description date, time and pts ID. To recover and re-open a dropped session click on the description of the specific session in the "Recoverable Sessions" portion.