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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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August 2021

Version 2021.03

Document Header Line-1

Counter

   

Ticket #

Type

Description

SRM-1472

Correction

The print Quote and view Totals features accessed from buttons on the Counter Worksheet details were not reflecting the Damage Waiver that would be applied to the document.

SRM-2084

Correction

The 'Prompt for Clerk' setting in the (Company Security Parameters) now applies to the Rental Quote and the Quote Conversion programs.

A new 'Record Clerk Accessing Rental Quotes' flag can also be set in the (Company Security Parameters) to track the clerk and any notes in the (Clerk Document Access Log) (RSCF02) when a Rental Quote is re-accessed.

SRM-2139

Enhancement

The colours defined in the <Division Inventory Parameters> to represent the different inventory and Group availability statuses in the <Current Rental Inventory> (RSEQ10R), have been changed to display as the foreground colours to make the screen easier to read.

SRM-2252

Enhancement

Rental Products on Contracts that are flagged for 'Seasonal Billing' can be manually put "Off Rent" but zero hours will always be calculated to eliminate conflicts with the seasonal billing calculation.


This includes the "Off Rent" hours generated by Delivery and Pickup Tickets.

SRM-2218

Enhancement

When a WIP Invoice was out of balance, payment could not be recalculated in Miscellaneous Invoices to balance it.

SRM-2258

Correction

A Date/Time message was being triggered when details were selected for the Close Pickup Ticket (RSCH47).

SRM-2271

Enhancement

The ability to edit/delete/add product details and services to <Credit Invoices> created from RSCM02 has been restored.

SRM-2302

Enhancement

When cancelling a card authorization on a Deposit in the Contract totals screen, the Method of Payment Card Type is now redundant and should not be required.

SRM-2308

Correction

Multiple product Exchanges transactions were not all printing on the Cycle Billing Invoice.

SRM-2317

Correction

In <Customer Payments> (ARPC01) the payment receipt for a Texada Pay payment was being generated before the payment was approved.

SRM-2342

Correction

The print receipt option was not always working from <Counter Payments> (ARPC01).

SRM-2391

Correction

A voided payment was correctly displayed in the Open Edge reporting but not in the SRM Texada Payment Log.

SRM-2420

Enhancement

<Invoice Comments> (RSIC01) can be modified in the <Update Invoice Information> (IHIH60) utility for invoices in Current, Batch or History status.

Work Orders

   

Ticket #

Type

Description

SRM-1705

Enhancement

The Jasper Inspection form has been updated to include the Mechanic or Inspector Name, Email address along with the date.

SRM-2201

Enhancement

The <Bulk Close Work Order> (WOWH28) tool now respected "Date Range Control'.

SRM-2221

Enhancement

The Comments from each Maintenance Schedule transaction were not all printed on the resulting Work Order when the Work Order was generated to execute multiple scheduled jobs.

SRM-2235

Enhancement

The current Contract# has been added to the detailed <Work Order Report> (WOWH11) spreadsheet output for easy reference.

SRM-2331

Correction

The <Release Work Order Requirement> (WOWH18) utility can be used to remove the "in-use requirement" flag that was generated when the Work Order. was created and ensures that the requirement flag is not added back by the rebuilding requirements tools.

System Maintenance

   

Ticket #

Type

Description

SRM-2103

Enhancement

The export utility for Inspection Forms was including forms that had been previously deleted.

Accounts Receivable

   

Ticket #

Type

Description

SRM-2106

Correction

When a Customer, Vendor or Site record is accessed in Add or in Change mode, that same mode is now automatically applied to the Contact window.

SRM-2184

Enhancement

Customer Report enhancements include:

<Customer Lists (ARCF20) - 'Account Opened' filter added for PDF & spreadsheet, and also added as a data column to the spreadsheet output for Summary, Detailed and Quick

<Account Opened Report> (ARCF16) - 23 additional data information columns added to the spreadsheet output

SRM-2344

Enhancement

Deposits taken on <Sales Orders> in SRM are now reflected in the Deposits Total and the Outstanding Deposits summary window accessed from the <Customer Account Inquiry> (ARAR05) along with the Contract, Reservation & Work Order deposits.

SRM-2432

Enhancement

The 'Customer Statement Log' generated by the <Customer Statements> (ARAR30)

Accounts Payable

   

Ticket #

Type

Description

SRM-2232

Correction

The <Fix Zero Balance Cheques> (APCD02) tool can be used to fix a legacy issue where there was no Check History for applied A/P Checks, caused by paying a mixture of negative and positive payments to A/P invoices that total to a net value of zero, but the zero dollar cheque was never created and none of the invoices are paid.

Back Office

   

Ticket #

Type

Description

SRM-2222

Correction

The Credit Warnings were inflated on the <Cycle Billing Edit Reports> (RSXD14) when "include unposted invoices in account balance" was activated because it was doubling the invoice totals generated by the billing process as also being unposted.

SRM-2298

Correction

When the company is not configured to login as Operators By Division but the <Company Billing Parameter> is set to allow "Cycle Bill by Division" then the 'Cycle Bill' RSXD14 job can only be run for a single Division from <Automated Reporting> (SMCR01) if the Invoices are also generated to complete the Cycle Billing run.

Utilities 

   

Ticket #

Type

Description

SRM-2165

Correction

Data in the Import Information spreadsheet of the Update Customer Information Export utility (ARCH37) was displayed in the incorrect columns for AA & AZ.

SRM-2278

Enhancement

The <Update Asset Tag> (RSRI10) tool is available to any operator with Menu Role Permission.

SRM-2377

Enhancement

The <Move Inventory to Another Location> ( RSIL98) utility is now available as an option on the "Utilities -> Inventory" menu rather than being restricted to Texada staff only.

Inventory Control

   

Ticket #

Type

Description

SRM-2230

Enhancement

Rebuild Product Out Hours fix on partial product selection where exchanges have occurred.

Texada Pay

   

Ticket #

Type

Description

SRM-2188

Enhancement

The advantage of the Texada Pay "Address Validation" feature is that a shop can save on processing fees if additional information is provided to the card issuers when completing a Credit Card transaction, such as a Postal/Zip code and matching Address Line 1.


This option only applies to Credit Cards whether on-file or manually entered payments.


A mismatched response can still be processed with a warning, or could be rejected for payment based on the card issuer policy.

SRM-2321

Enhancement

Because TBD-M, TBD-A and FILE* are payment codes that are used internally as place holders by the software, they cannot be used as <Methods of Payment> in the method of payments table (ARMP01).

SRM-2323

Enhancement

The spreadsheet output of the <Texada Pay Log> (TPLOG01) has been simplified and now suppresses three internal information data columns.

SRM-2343

Enhancement

The <Texada Pay> Session ID To Card Reader Mapping> (TPSI01) table has been flagged to show on the menu so that it can be added to the 'Additional Options' menu for easier access.

SRM-2357

Enhancement

Transactions have been increased to 2 minutes 30 seconds to allow for slower responses not completing in time.

SRM-2358

Enhancement

The 'Activate Texada Pay by Division' window on the <Texada Pay> configuration screen can be used to enable the Divisions that are ready to use TP and to disable TP for specific Divisions that are not yet ready to start using Texada Pay.

SRM-2369

Enhancement

Now that the time-out period for Texada Pay transactions has been increased to 2 minutes and 30 seconds to allow for slow Canadian Debit clearing house responses, the declined cards condition should not need to wait for the extended period.

SRM-2418

Enhancement

The TP "Address Validation" feature can only be enabled in the <Texada Pay> (GLCN90) configuration when the "Global Payments" processing is active.


The Manual Card entry for Texada Pay now respects the Postal/ZIP Code format defined in the <Currency Code> (GLCU01) table.

SRM-2453

Enhancement

The Texada Pay flag to 'Refund Existing Payment Only' can still be activated if the 'Activate Global Payments' is not enabled.

API

   

Ticket #

Type

Description

SRM-2320

Enhancement

When an Inspection Form fails on submission from Texada Mobile, the log has been improved to include a reason for the error and rollback.

SRM-2380

Correction

Attachments added to a <Work Order>(WOWH01) in SRM or in Texada Web Work Order Inspections were not being stored on the <Rental Product> (RSPF02) being serviced.

SRM-2428

Enhancement

Description was assigned to the Work Order instead.

Other

   

Ticket #

Type

Description

SRM-2108

Enhancement

The same URL can only be added once to a specific Attachments table.

SRM-2216

Enhancement

The Jasper Counter document forms including Quotes, Reservations, Contracts, Del Tickets, Pick Tickets, Work Orders, Work Order Invoices, and Customer Statements, respect the "Trading As" value when saved in the <Customer Information> (ARCF01).

SRM-2328

Correction

XML exports generated from Daily Close were not properly detecting when running in a Playdata environment so a "play-" prefix has been added to the naming convention.

SRM-2332

Enhancement

The record size in the <Comment> (RSCC01) table has been increased from 60 to 250 characters in TW & TM to match the maximum allowed in SRM.

SRM-2335

Enhancement

The <Peak License Usage Details> (SCS96) now includes the user name from GLOP in the Detail information for each license used.

SRM-2351

Correction

Cut and paste values are functional in Open Client sessions with right-click on a field via mouse.

SRM-2362

Correction

Bug fix - The <Aged A/R Detail Report> (ARAR28) run by due date yes/no and with extended yes/no was not clearing the temporary oracle tables properly.

 



May 2021

Version 2021.02

Document Header Line-1

Enhancements

Ticket #

Description

SRM-2301

When Texada Pay is not active, the drop-down box for Method of Payments selection on the Contract Deposits was only displaying MOP matches to the Company defined Currency instead of MOP matches to the Currency assigned to that Customer

SRM-2300

This Download XML Exports And Reports utility allows users to download reports created by automatic reporting, as well as Daily Close and other XML export files

SRM-2282

The create Delivery and Pickup Ticket APIs now include Inspection in the response required by the metered Assets on the tickets

SRM-2273

The “DEBUG_FUNCTION_TIMES” variable tracks the length of time some of the Global Logics are taking to run

SRM-2270

A customer's custom configuration can now be activated in the srm_master environments for test purposes

SRM-2260

On the Delivery Ticket, the ShipToPhone in the shipping address now displays

SRM-2250

With the Enhanced Taxing feature, Work Orders can now be closed even if they are not assigned a GEOCode

SRM-2249

The Purchase Order Report has returned to the menu tree 

SRM-2229

Canadian and U.S. Card present refunds can be processed by a Texada Pay scanning device respecting the configuration to enforce refunds to equal to or less than an existing payment of the same type

SRM-2187

The Counter Customer Payments process provides a header setting to “Pay After Invoice Selection” so that the total amount to be paid does not need to be entered until after the invoices to pay have been selected and is then auto-calculated


(Operator Role Permission is required to utilize this feature)

SRM-2183

Direct Credit banking for the Bank of Nova Scotia can now be used to pay A/P invoices when configured in Direct Credits A/P Payments Defaults for the CPA 005.

SRM-2180

When a Part is used on a Work Order in Texada Web and the description is changed, the updated description is now recognized by the Add Parts to Work Order API

SRM-2164

When a <Work Order> is created directly from a <Rental Return> or from an <Exchange>, the Return LOCATION is assigned to the resulting W.O. for both DIV & LOC, unless that Location is not a G/L type division, and in that case the resulting W.O. is still assigned the Return LOC but the W.O. DIV stays the same as the source <Contract>.

SRM-2147

The option to initiate an email requesting an ‘e-Sign Quote’ is provided on the Rental Quotes Totals & Summary screen.

SRM-2110

The "Mandatory Site" flag on documents from the 'Required Information' fields in the Company Contract Parameters is now passed to Texada Web.

SRM-2101

A Date Stamp of the last successful Play Refresh is logged for reference.

SRM-2098

The Purchase Order ‘Division’ and ‘Division Name’ have been added to the spreadsheet output of the PO/Contract Accrual Report

SRM-2097

Additional values added to the Purchase Order Report spreadsheet export include a ‘Closed’ status explanation column on both the Summary & Detail format, as well as the “Inventory G/L Account #” with “Description” on the “Detail” format.

SRM-2096

The Unbilled Revenue Report> has been improved to supply the “Billed Thru Date” for the revenue calculation on the spreadsheet output, and also to provide the option to “Include Revenue G/L Accounts” for Rentals, Sales, Services, DW and Taxes.

SRM-2095

The Current 'Product Status' with Description is exported on the spreadsheet of the <Book Value Report> (RSIT27) regardless of the reporting date.

SRM-2094

The <Accounts Payable Activity Report> (APAP15) detailed spreadsheet output with product details includes the PO# and the G/L Inventory account information.

SRM-2093

The Aged A/P Detail Report aging information is now displayed on the spreadsheet output at the individual invoice level, with an option to display or suppress the Vendors’ aging totals.

SRM-2092

Additional fields have been added to the G/L Activity By Posting Source spreadsheet, including the Vendor number, name, P.O.# for the A/P Invoices and Vendor Invoice Date for AP Postings, and the Customer number and name for AR Postings.

SRM-2091

The option to “Include G/L Accounts” has been added to the Customer Revenue Report detailed spreadsheet so that columns for the G/L Revenue Account number and description are included in the output

SRM-2090

On the spreadsheet output of the Aged A/R Detail Report, the aging information prints at the Invoice level and provides an option to also print a summarized Customer aging totals line.


Both the ARAR & RSIH P.O.#s are printed on the spreadsheet output if they are different

SRM-2088

The Employee Name has been added to the Work Order Report when the Texada Mobile employee information is printed on the summarized spreadsheet output.

SRM-2083

A valid format is required for any Divisional Purchasing Agent email addresses setup in the <Texada Web Division information> (GLISD01) window of the <Logistics> (GLCN90N) configuration but if left blank for a Division the email address defaults to the Company address as defined in <Logistics> (GLCN90N).

SRM-2081

When the Company Rate Parameter to "Prompt For Default Rate Code" is activated, the create and update documents APIs respect the 'Weekend' and 'Overnight' Rates based on dates and times submitted

SRM-2075

Additional values are now added to the Unapplied Payment Report spreadsheet, including the Receipt# and any Comment captured when the payment was entered in Counter Customer Payments 

SRM-2071

The Change Rates utility on the Contract Details allows an operator with Role Permission to change the rates of a billed rental product to apply only to cofuture billings.

A record is written to the Audit Log to track the rate change on the Contract detail.

SRM-2055

An “Initial Closed Date” is maintained on the document to track the when a Contract is closed for the first time, regardless of subsequent activity

SRM-2047

When “Texada Mobile” has been activated, the first Address line of the Customer, Site, Document Billing and Shipping addresses becomes a mandatory input field to support the address requirement on Delivery and Pickup Tickets

SRM-1912

When a Customer Payment, Invoice or Deposit is paid the option to print or email the “Payment Receipt” is provided

SRM-1730

The Reservation was not respecting the Product Status Code “No rent allowed” flag

SRM-1280

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 activated on the SRM Main Menu for MFC or OC sessions to open a browser session for easy access to Texada Web.

SRM-1001

The Work Order Report can be generated automatically and the output emailed to preferred users by configuring WOWH11 to be run from Automatic Reports

SRM-966

The New Acquisitions Report> can be generated automatically and the output emailed to preferred users by configuring RSRI22 to be run from Automatic Reports

SRM-924

Texada Pay deposit and invoice refunds can be processed in Canadian, U.S., Australian and New Zealand currencies.


A Texada Pay flag can be set to enforce refunds to equal to or less than an existing payment of the same type.

SRM-591

Because a closed Work Order and associated Work Order Invoice cannot be changed even if they are wrong, the Credit Work Order utility provides the ability to create a reversing Work Order that can then be closed out to create a reversing Credit Work Order Invoice


The Clone Work Order utility can then be used to make a copy of a current or history Work Order, that can be corrected and closed to a new and correct Work Order

SRM-309

The Service Codes can be added, modified and deleted using the Export/Import Service Codes utility


As part of this process a separate worksheet can be used to update 'Divisional Pricing’ for the Service Codes

Corrections

Ticket #

Description

SRM-2277

Custom forms for Ames now print to PDF correctly.

SRM-2269

Signature attachments associated with the All-In-One document now show on the associated tab of the Customer Attachments table

SRM-2259

When not sorting the Work Orders by customer number, the summarized Work Order Report now lists the data output in Work Order number sequence

SRM-2256

When Texada Pay is active, the drop-down box for Method of Payments selection of ‘Other” was only displaying MOP matches to the Company defined Currency instead of MOP matches to the Currency assigned to that Customer.

SRM-2253

After a 'Customer Payment Receipt' is emailed or printed, the associated document can now print without exiting the function

SRM-2241

Texada Pay Authorizations are now being held for the Rental Return instead of being applied to the Invoice resulting from a Cycle Billing if the invoice was reviewed.

SRM-2240

Texada Pay Authorizations were not being transferred to the Invoice resulting from a Rental Return but they were being logged in OE/GP portal anyway.

SRM-2238

The Select Warranty Type option on the Fixed Asset Tag is now upgraded to a search window to avoid a hanging issue with the previous drop-down list

SRM-2227

A corrupt Safety Sheet is no longer interfering with printing the Contract from SRM or from Texada Web

SRM-2191

The Restructure Product Class/Group no longer breaks the Requirements API's by moving all products in the Group instead of just the selected product(s).

SRM-2189

The parts received message sent to the Texada Mobile mechanic from SRM Warehouse Receiving uses the Work Order description of the part from the Texada Web order instead of the product file description.

SRM-2137

The quantity at a zero Qty Location for a Serialized Sales product is no longer increased to 1 when zero was imported via the Inventory Count Worksheet

SRM-2102

When an Asset Exchange is submitted via a Pickup Ticket, and both Delivery & Pickup Tickets are generated to complete the exchange, the Inspection Form should only be attached to the Pickup Ticket for the ‘replaced’ Asset.

SRM-2065

A contract that has associated Texada Web Delivery or Pickup Tickets can no longer be deleted in Delete a Single Contract in SRM

SRM-2020

The Warehouse Receiving Receipt now prints the correct Bin# when a change to the Bin# is entered in Warehouse Receiving



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 2020.05

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 display the function description when focus is on a menu Option to provide a clearer definition of each tab's current action.
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.