ServicePoint release notes

 

Version 9.3

 

11/13/17  v9.3, Build 243.

 

·         Establish compatibility with version 8.5.4 of CounterPoint SQL.  ServicePoint is CP “version aware” and will now function properly with any version of CounterPoint, from version 8.2.7 up through version 8.5.4.

·         Added the ability to duplicate a user setup record.  The new button is located on the far right of the main toolbar in the ServicePoint user setup window.  The password of the new user will be set to blank, or no password.

·         Enhancement to the Schedule/Dispatch screen.  Set the overall selected/filtered tech to be the tech ID of a column clicked in the daily view of the schedule.

·         Correction to entry of a new ServicePoint user.  Set the View Costs checkbox in user maintenance to “checked” by default.

·         When creating AR open items into the CounterPoint database for work order or contract invoices, ensure that the DISC_PCT column is never set to a null value.  Prior to this version, the message “Could not covert variant…” could be received in CounterPoint when trying to view an AR document created from ServicePoint posting.

 

09/25/17  v9.3, Build 242.

 

·         An upgrade procedure exists for version 9.3 build 242 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Add font and size note defaults to the control info

·         Changes to the Service Parts Used Report to allow for printing of all parts on work orders within a selected date range, while including combined records from both unbilled and history parts tables at the same time.  Previously, this report could only be run for Unbilled or History separately.

·         New report file distributed in this release: Svc Parts Used View.rpt.

·         Added a filter by CP Store to the Schedule/Dispatch calendar.  This filter is enabled by opening the schedule filters from the top toolbar and supplying a value for the Store textbox.  This will limit the appointments displayed to only those work orders that match the desired store.

·         Filter by CP store has been added to the Work Order maintenance and view functions, as well as the work order lookup windows.

·         Correct the unnecessary save button activation in service tech maintenance function under ServicePoint setup.

·         Database changes for version 9.3, Build 237 (93237to93242.sql)

o   Add columns NOTE_DFLT_FONT and NOTE_DFLT_SIZE to the table WORK_ORDER and CONTROL_INFO.

o   Populate the above note default font and size from the current values in the deprecated registry entries on the upgrading workstation.

o   Add column INACTIVE_FLG to the table INVOICING_CODE.

o   Add a new view to the ServicePoint database, called VI_PARTS_USED, combining the open and history work order parts lines.

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.242”.

 

08/25/17  v9.3, Build 241.

 

·         Using “Any Date” as the selection on the Technician Schedule report may not include records with no value when “Earliest” is selected as the date range.  This has been corrected in this release.

·         Refresh the Schedule / Dispatching calendar upon returning to that window from another.  This will allow the schedule to immediately reflect changes made from other ServicePoint windows (or by other users).

·         Deleting a work order task, then immediately navigating to another work order via the arrow buttons, was not properly displaying the task detail for the newly displayed work order.

·         Clearing all filters in the work order filter entry window was returning an error and closing the application.  This has been corrected in this release.

·         Correction to posting of service work orders in the PBS compatible version of ServicePoint.  Previously, posting inventory parts used for multiple work orders using the same part from multiple warehouse locations could result in loss of PBS inventory transactions.

·         Correction to Work Order Material Handling.  Under certain circumstances, a manually entered Item Number would not be properly validated.  This has been corrected in this release.

 

06/20/17  v9.3, Build 240.

 

·         Added the user defined work order profile fields to the available work order filters in work order maintenance, view work orders (and work order history), and also to work order and history lookup window filters.

·         Enable label substitution in the work order filters entry window, using the user-defined values contained in the SP_Label.ini file.

·         Remove the ability to process a work order save multiple times during an active save process.  This could be particularly problematic when generating an email automatically for a change in status, since there may be a small delay due to the generation of the email document.

·         Correction to usage of an alphanumeric Next Invoice # that may be defined in ServicePoint control information.  Update work order Credit Memo processing to allow the remaining numeric portion of an alphanumeric invoice number to be properly incremented.

·         Changes to allow special characters in SQL database names, since SQL Server allows most every character in creating a new database.  Formerly, returning combined data from the ServicePoint and accounting database named as such could produce unreliable results.

 

05/31/17  v9.3, Build 239.

 

·         Establish compatibility with version 8.5.3 of CounterPoint SQL.  ServicePoint is CP “version aware” and will now function properly with any version of CounterPoint, from version 8.2.7 up through version 8.5.3.

·         Added the ability to specify an alphanumeric Next work order # in ServicePoint control information.  If alpha characters are used, the rightmost numeric portion of the string will be incremented.

·         Correction to the application of special characteristics to text within the ServicePoint notes.  Previously, changing the font, size, color, bolding, etc could require multiple attempts.  This has been (finally) corrected in this release.

·         Correction to condition that could occur if using the keyboard to save an updated work order (Ctrl-Enter), and then immediately look up another work order (Ctrl-L).  If the lookup is processed before the screen was cleared, the newly looked up work order # would be overwritten by the “Auto-assign” literal.

·         Correction to tech time entry that could cause an “Invalid use of null” message under certain conditions.

·         Ensure that the LST_MAINT_DAT and the LST_MAINT_USER_ID are properly filled into the AR_CUST table when a new customer is added on the fly from ServicePoint.

 

04/27/17  v9.3, Build 238.

 

·         Added “Email” button to the ServicePoint report preview window.  Any form or report that is previewed may now be emailed to multiple recipients directly from the report display.  If a specific work order or customer is available, the customer email, work order technician, entry user ID, and last change user ID are pre-filled into the email window.  Any available email recipients may be selected, including manually typed email addresses.

·         Correction to align descriptions of the work order profile codes on the work order General Info tab.

·         Correction to condition that could fail to post CP ticket history lines for work orders if a previous work order in the posting event used a partial/split-billing work order status.

 

04/04/17  v9.3, Build 237.

 

·         An upgrade procedure exists for version 9.3 build 237 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Add email address to the work order maintenance function, on the General Info tab.  The contents of the email textbox are taken from the customer/service address initially, and may be overridden by the individual work order.

·         Update the forms emailing process to use the work order email address preferentially to the one from the customer file, when emailing a report directly to the WO customer.

·         Add the ability to select and print a forms group from the work order form print popup window, and also from the Print WO Forms reporting function.  An individual, specific form may also continue to be used in these areas.

·         Make additional ServicePoint menu selections available to be called as a direct entry function.  When starting ServicePoint, any of the Maintenance and View functions may now be invoked directly upon starting the software.

·         Database changes for version 9.3, Build 237 (93235to93237.sql)

o   Add column CONTACT_1_EMAIL to the tables WORK_ORDER and HISTORY_WORK_ORDER.

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.237”

 

03/14/17  v9.3, Build 236.

 

·         Add additional email options to work order status codes.  Upon changing a work order to/from a status, an email may now be sent to: the work order customer, the technician assigned to the work order, the ServicePoint user that entered the work order, the user that last changed the work order, and/or up to 2 hard-coded specific email addresses.

·         Add a new field, email address, to the ServicePoint user setup function.  The user email address will be used to email to the “User that created a WO” and the “Last user that updated a WO” option in forms emailing setup.  Also, if a user email address exists, the logged in user’s email will be used as the “from” email address when sending emails from ServicePoint, overriding the “from” email address in the Control Information email server setup.

·         Emailing adjustments upon changing a work order status to accommodate the additional email recipient options, and also the “from user” override option.

·         New inventory parts lookup option, “By location”.  This new lookup will display a line for each inventory location in which items are stocked.  The inventory quantity available is displayed for the line’s location.  When an item/location is selected from the lookup, the item # and the location are returned to the calling program.

·         Correction to inventory item lookup filter by item number range.  Formerly, using a specific starting and ending item number for filtering items in the lookup could cause an error.

·         Disable the work order maintenance screen during status driven parts qty commit and uncommit.  Previously, if a screen control was clicked during the commit/uncommit, an unrecoverable application error could occur.

 

02/23/17  v9.3, Build 235.

 

·         An upgrade procedure exists for version 9.3 build 235 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Corrected an issue with opening the ServicePoint scheduler directly from within CounterPoint as a button in the CP main menu or from within Point of Sale.  Previously, the schedule could be opened in view-only mode.

·         Properly enable the “Generate usage” checkbox in the Tech Time Entry screen for those tasks that have a block of time assigned.

·         Database changes for version 9.3, Build 235 (93233to93235.sql)

o   Add column EMAIL_ADDRESS to the table SP_USER.

o   Add columns EMAIL_ENTRY_USER_FLG, EMAIL_ENTRY_USER_FORM, EMAIL_LAST_USER_FLG, EMAIL_LAST_USER_FORM, EMAIL_THIS_ADDR_2, EMAIL_THIS_FORM_2,  to the table STATUS_CODE.

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.235”

 

01/16/17  v9.3, Build 234.

 

·         Enhancements to integrate the processing of work orders with a status that bypasses invoice printing and posting into a standard invoicing run alongside invoices that do print and post.  Previously, work orders that were to be sent directly to history, bypassing invoice print and post, were required to be sent individually from work order maintenance, using the “Send to History” button.  As of this version, these work orders can be processed in a batch via the standard selection, invoicing, and posting functions.

·         Correction to issue that could return an incorrect row from the ServicePoint lookup window under certain conditions.  If a user presses enter in the keyword search field without pausing for at least 300ms (1/3 second) after the last character entered, ensure that full keyword filtering occurs before selection.

·         Adjustment to the routine that adds a new control record upon starting ServicePoint for a newly defined company database.  Formerly, an “Invalid column name” error could be received.

 

12/23/16  v9.3, Build 233.

 

·         An upgrade procedure exists for version 9.3 build 233 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Adjustments to the logic used when manipulating customer signatures that are captured during service calls via the SP Mobile app.  Ensure that signature images are properly connected to posted work orders that have been moved to history.  The signatures may be viewed in the work order Summary tab, and printed on reports if desired.

·         Create new SP control record upon first start of the application in a newly defined ServicePoint database.  This will allow any needed database structure changes to take place immediately, if needed.

·         Corrections to the equipment add on-the-fly process during work order entry.  Previously, the work order in that was progress did not maintain focus and could be lost.

·         Database changes for version 9.3, Build 233 (93232to93233.sql)

o   No physical database schema changes were made in build 233.

o   Orphaned signature images in WO_SIGNATURES moved to HISTORY_WO_SIGNATURES to reconnect with their posted work orders

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.233”

 

11/30/16  v9.3, Build 232.

 

·         An upgrade procedure exists for version 9.3 build 232 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Added logic to allow, or disallow, override of calendar days off.  Checkboxes have been added to the Setup / Work Calendar function.  De-selecting the checkboxes will disable the ability to save a schedule item that is either outside of normal hours or on a day that is not available.  Hours/Days are able to be warned or disabled separately.

·         Modify the procedure used when posting work order GL distributions, if the “summary” option has been chosen in ServicePoint control information.  Previously, distributions were summarized for each invoice posted.  As of this build, distributions will be summarized for the entire posting event.  Likewise, the printed Distribution Journals will only print a summary of distributions for all work orders included in the posting event, if the summary GL option is in use.

·         Database changes for version 9.3, Build 232 (93231to93232.sql)

o   Add columns SCHED_HOURS_OVRD, SCHED_DAYS_OVRD to the table WORK_CALENDAR.

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.232”

 

10/19/16  v9.3, Build 231.

 

·         An upgrade procedure exists for version 9.3 build 231 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         New selection in work order parts, to indicate a “Hold” of parts pricing for a line.  This option button is one of the pricing options: Calculated, Price-1, No charge, and now Hold.  The hold button can be selected manually, but will be selected automatically if a price is physically typed into the parts price textbox.  Having the price Hold option selected will keep the price of the work order part from recalculating if the location or qty is changed afterwards.

·         Add a new choice to the Work Order History report to allow sorting by invoice number.

·         Ensure that a technician’s hourly cost rate is embedded into new labor records created via the Shop Floor Time Entry function.

·         Ensure that work order labor notes are updated when changing the sequence number of a labor line, or when re-assigning to a new task.  Formerly, a note could become disconnected when the labor was updated in this way.

·         Add the work order customer number to the vi_tech_sched ServicePoint database view.

·         Correctly calculate the discount date and assign the discount percentage in an AR open item when posting invoices from ServicePoint, according to the CP terms code setup.

·         Correction to the justification of the apply-to invoice number in the AR open item for a service credit memo, in the PBS version of ServicePoint.

·         Properly retrieve the saved comment when printing invoices.  A change in build 30 prevented the previously saved comment from properly appearing.

·         Database changes for version 9.3, Build 231 (93229to93231.sql)

o   Re-create the ServicePoint database view VI_TECH_SCHED to include the work order customer number.

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.231”

 

10/03/16  v9.3, Build 230.

 

·         A new registration is required to activate version 9.3.230 of ServicePoint.  For registered users, the installation of version 9.3.230 should be followed by the entry of the new registration key, using SpRegister.exe.  If you do not have a registration key for version 9.3.200, please email support@rtmcs.com to request an updated registration, or contact us at 866-879-3867. Demonstration systems are unaffected.

·         Establish compatibility with version 8.5.2 of CounterPoint SQL.  ServicePoint is CP “version aware” and will now function properly with any version of CounterPoint, from version 8.2.7 up through version 8.5.2.

·         Update PBS SQL Invoice History for the appropriate customer when a Credit Memo is processed and posted in ServicePoint.

·         Do not update the next invoice # in the ServicePoint Control File when overridden manually be the user during invoice printing.

·         Do not allow alphanumeric invoice numbers to be used if interfaced with PBS.  Invoices in PBS are limited to 6 numeric characters.

 

09/08/16  v9.3, Build 229.

 

·         An upgrade procedure exists for version 9.3 build 229 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Allow the assignment and use of a Forms Group when printing work order invoices.  Specific changes in ServicePoint include:

o   Allow selection of an individual Crystal Report file or a Forms Group, based on user preference, in Control Information, under “Default work order forms”.

o   Display the default work order invoice form file or Forms Group when printing work order invoices.  Allow override with any valid for or Forms Group.

o   If a forms group is selected as the invoice format when printing, each form and its appropriate destination will be processed.  Each invoice is managed individually, allowing emailing directly to the customer email address, if specified in the Forms Group definition.  If a form in the group is to be emailed to the customer or the technician on a work order, and no valid email address is found, a message will be displayed indicating the customer/tech and work order number for which an email address was not found.

o   During setup of a Forms Group, increase the allowable number of characters entered into the comment for an individual form from 100 to 250.  The comment is included in the body of a form destined for email, and the 100 character limit was determined to be insufficient.

·         Allow an alphanumeric Next Invoice # to be defined in ServicePoint control information.  Work order and Contract invoice processing has been updated to allow the remaining numeric portion of an alphanumeric invoice number to be properly incremented.

·         Added the ability to allow or disallow adding of a new customer on-the-fly based on a setup flag in the ServicePoint user setup function.  If the checkbox labeled “Allow to add new customers from lookup?” is unchecked, the option to add a new customer will not appear on the customer lookup window within ServicePoint.

·         Allow for addition of the counterpoint database view VI_APPLY_TO_GRPS to Crystal Reports printing.  This allows a list of open balance or overdue CP documents to be printed on tech work order forms, invoices, etc.

·         Facilitate the printing of a work order form for only the currently highlighted task.  When a work order form is generated, pass the currently highlighted task sequence # to the Crystal Reports print routine.  This allows tasks that do not match to be suppressed.  The sequence number will be available for suppression formulas in the report as the report author.  This applies to printed reports, preview windows, and also reports emailed based on a forms group.

·         Use the last tech assigned to a task when determining the email address to be used when emailing a report as a result of a forms group.

·         Check for work order number already existing in history when a work order number is manually entered during entry of a new service call.  If found, a warning is used that the same WO # already has been used.

·         Correction to the posting process in the Great Plains Dynamics version of ServicePoint.  Under certain circumstances, when posting to the GP SOP tables, a duplicate key condition could be encountered when creating GL distributions.  This has been corrected in this release.

·         Database changes for version 9.3, Build 226 (93224to93226.sql)

o   Alter the column NXT_INVOICE_NO to be VarChar(8) in the table CONTROL_INFO.

o   Add column ALLOW_TO_ADD_CUSTS to the table SP_USER.

o   Alter the column COMMENT to be VarChar(250) in the table FORMS_GROUP_FORM.

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.229”

 

08/23/16  v9.3, Build 228.

 

·         Establish compatibility with Great Plains Dynamics 2015 and 2016 versions.  ServicePoint is “version aware” and will now function properly with any version of Dynamics, from version 7.5 up through version 2016.

·         Added the Terms Code to the Work Order Billing Edit List report.

·         Correction to the routines that send emails upon a change in work order status to avoid error message “Item cannot be found in the collection…”

·         Update to the SQL statements used in the Shop Floor Time Management screen to accurately find the most recent job for a technician.

·         Update to the PM’s Due database linkage to allow equipment selected for PM to print, even if the service address is no longer on file.

·         Update to the Customer Equipment maintenance function to properly add a Main service address on the fly when a piece of equipment is defined for a customer that does not yet have one.

·         Update the Technician Schedule report to properly print the work description for schedule-only type of entries.

·         Correction to prevent application crash when changing work order status from one to another that changes the commitment status of the parts.

·         Updated report files distributed in this release: WO Bill Edit List.rpt, PM’s Due.rpt Tech Schedule View.rpt.

 

07/22/16  v9.3, Build 227.

 

·         When clicking on the button to view existing work orders for a selected customer in work order maintenance, determine if the additional window opened should be in maintenance mode vs. view-only mode.  If allowed, the option to maintain the existing work orders is granted.

·         Correction to errors that could occur during use of the Tech Time Entry maintenance function.  If an attempt was made to enter a labor note before saving an in-process labor entry, an error was generated.  Also correct condition that could cause a “Run-time error 343” when scrolling in the grid of labor entries.

·         Correction to procedures that auto-save pending changes to work order components when saving a work order.  If any of the subcomponent saves fail due to auditing, do not save the work order.

·         Corrections to the customer add on-the-fly procedure in the Great Plains Dynamics compatible version of ServicePoint.  Ensure that a default address is entered in the customer column; also add a customer summary record (RM00103) for the customer upon saving.

 

07/13/16  v9.3, Build 226.

 

·         An upgrade procedure exists for version 9.3 build 226 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Addition of a column to store customers’ signatures captured via the SP Mobile app as a jpg binary, allowing the image to be printed on Crystal Reports forms (Invoices and other reports).

This functionality requires the use of version 1.2 build 18 or later of the SP Mobile application to ensure proper database compatibility.

·         New work order lookup option in ServicePoint called “Address”.  Columns included are WO #, Customer #, Site address, Svc site name, Open date, Status, and Priority.

·         Update the method used to display customer signatures collected in the field via the SP Mobile app.  A dedicated signature window is now used instead of opening a default workstation browser tab.

·         Link the field for default “Incomplete” status under Control Information Defaults to the new column, dflt_incompl_status.  This status will be used when a tech indicates that follow-up work is needed via the SP Mobile app.

·         Correction to prevent an error that could occur when adding a task to a work order for a customer that does not have a “Main” address defined.

·         Database changes for version 9.3, Build 226 (93224to93226.sql)

o   Add column SIG_IMAGE to the tables WO_SIGNATURES, HISTORY_WO_SIGNATURES.

o   Add column DFLT_INCOMPL_STATUS to the table CONTOL_INFO.

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.226”

 

06/21/16  v9.3, Build 225.

 

·         Sort the new version of the Technician Schedule Report (allowing the inclusion of in-process and invoiced work orders together) by date/time for schedule within technician.

·         Mask the email server password entered into the Email setup tab of the ServicePoint control information, displaying dots instead of the actual password characters entered.  Disallow copy/paste from this field.

·         Ensure that the color coding of the work order status textbox is always reset upon manual change of status.

·         Correction to the inability to add a new work order part used line under certain conditions.  An empty parts detail screen would not allow the insertion of a new part, reporting save errors instead.

·         Updated routine for calculating overage charges on metered equipment during contract invoicing.  Round each meter’s overage charge to two decimal places, avoiding issues when invoices are created in GP Dynamics.

·         Updated report file distributed in this release: Tech Schedule View.rpt.

 

05/20/16  v9.3, Build 224.

 

·         An upgrade procedure exists for version 9.3 build 224 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Add new function, View Logged In Users.  The new menu selection exists under the Utility menu, and will display a list of current ServicePoint sessions.  For each login current user of ServicePoint, the following information is shown: Type of login (Full or Schedule-only), User number, SP User ID, Session start date and time, Workstation (computer) name, and Workstation (Windows) login name.

·         Add the ability to press “T” for today’s date default in the starting and ending dates when printing the Technician Schedule report.

·         Database changes for version 9.3, Build 224 (93223to93224.sql)

o   Add a new table to the ServicePoint database, called SP_SESSION

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.224”

 

05/03/16  v9.3, Build 223.

 

·         Important note: Due to the nature of changes to the database structure in this build of ServicePoint, any Crystal Report that is selected by (or includes as a printed field) the work order or contract Invoice number must be updated. The only required change is to verify the database format of the work_order, history_work_order, contract, and/or history_contract tables, and to add the Invoice number and/or Credit Memo number back to the report as a text field.

(If you have a custom ServicePoint invoice format, or have modified any of the standard ServicePoint invoice forms, they must be updated.  If you would like us to make the change to the forms, we will be happy to help.  Please email a copy of the invoice .rpt files, and we will update and send back asap.)

·         An upgrade procedure exists for version 9.3 build 223 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Changed the format of Invoice number and Credit Memo number in all ServicePoint database tables from numeric to alphanumeric data type.

·         Allow for a work order to be invoiced, credited, and then re-billed on the same day, when opting to use the work order number as the invoice number.  Previously, a condition could occur that could fail to properly create an AR open item for the second billing of the service call.  As of this build, multiple invoicing of the same work order will receive a sequence number appended to the invoice number.

·         Changes to the Technician Schedule Report to allow for printing of all labor within a selected date range, while including combined records from both unbilled and history labor tables at the same time.  Previously, this report could only be run for Unbilled or History separately.

·         Correction to the filtering of the work order lookup windows, performed while sorted by the Priority column.  Previously, an error could occur, causing ServicePoint to close.

·         Updated report files distributed in this release: WO Invoice.rpt, History WO Invoice.rpt, WO Credit Memo.rpt, WO History Listing.rpt, Contract Invoice.rpt, History Contract Invoice.rpt, Contract Distribution Journal.rpt, WO Distribution Journal.rpt.

·         New report file distributed in this release: Tech Schedule View.rpt.

·         Database changes for version 9.3, Build 223 (93222to93223.sql)

o   Alter the column INVOICE_NO to be VarChar(8) in the tables WORK_ORDER, HISTORY_WORK_ORDER, CONTRACT, HISTORY_CONTRACT.

o   Alter the column CR_MEMO_NO to be VarChar(8) in the table HISTORY_WORK_ORDER

o   Add a new View to the ServicePoint database, called VI_TECH_SCHED

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.223”

 

04/25/16  v9.3, Build 222.

 

·         An upgrade procedure exists for version 9.3 build 222 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Added a new tab of setup parameters to ServicePoint Control Information.  The tab “Email setup” allows entry and testing of smtp email server parameters to be used for emailing from within ServicePoint, as well as sending tickets from the field via the SP Mobile remote application.

The following values may be entered to allow the ability to send an email report within ServicePoint, and to send a receipt directly from within the web app. They are optional, and need to be modified only if direct emailing is desired.

·         Email server name – The value in this key should contain the name of your smtp email server. For example: “smtp.gmail.com” or “mail.yourdomain.com”.

·         Login user name – The user ID or user name to be used to log into the smtp server.

·         Login password – The password to be used for logging into the smtp server with the user ID above.

·         Port number – The standard outgoing smtp port is 25. However, some isp’s require a different value here. For example, 587 or 465.

·         Use SSL? – Check this box if your email server requires the use of a Secure Socket Layer for outgoing emails.  Checking this box will set this value to “True”

·         From email address – The email address to appear in the “From” and “reply-to” email address of emails sent from ServicePoint.

·         CC email address – The email entered here will receive a copy of all emails sent from ServicePoint.

·         Email body signature – The text entered will be appended to the body of emails sent from SP.  Forms groups allow the email body to be specified in the “Comment” of each emailed report.  The signature will be added after the comment text.

·         For emails sent from the ServicePoint desktop application as a result of processing of a forms group or via a work order status change, use the new smtp server setup in Control Information.  No longer will the default workstation MAPI client (Outlook) be used.

·         Correction to the calculation of work order totals that should occur when automatically saving pending changes before printing a work order form.

·         Database changes for version 9.3, Build 222 (93220to93222.sql)

o   Add columns EMAIL_SERVER, EMAIL_USERNAME, EMAIL_PASSWORD, EMAIL_PORT_NO, EMAIL_USE_SSL, EMAIL_FROM_ADDRESS, EMAIL_CC_ADDRESS, and EMAIL_SIGNATURE to table CONTROL_INFO

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.222”

 

04/11/16  v9.3, Build 221.

 

·         A button selection is available in the work order task menu bar that will allow printing of an immediate report, detailing service history for the task’s equipment.  This option is currently only available if the current equipment has a model and serial number entered.  Clicking the button will open a report preview window invoking the Crystal report Work Order History Quick Equipment.rpt.  If a site wishes to make modifications to this report, please place the modified report file in a folder called “Modified” directly below the default Reports directory under the ServicePoint server installation directory.

·         Added new options in ServicePoint User setup.

o   An option checkbox now exists to determine whether or not a user can “unfreeze” a work order that has been assigned a status that freezes all changes.  By default, pre-existing users will be allowed to unfreeze by changing the status.

o   A default inventory location can now be assigned per login user.  This inventory location will be the default when entering parts, and will override the default from a matching CP user’s workgroup.  If the latest assigned technician on a work order task has a default inventory location assigned, this location overrides all others.

·         New report file distributed in this release: Work Order History Quick Equipment.rpt.

 

04/02/16  v9.3, Build 220.

 

·         An upgrade procedure exists for version 9.3 build 220 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Added Forms Groups.

o   A new setup item in the ServicePoint menu called “Forms Groups” is used to define the forms setup.  Each group consists of a Group ID, a description, and one or more forms to print when the group is used.  Multiple forms with different destinations may be defined in a group, and all forms are executed when the group is used.

o   Each form within a group can be defined to be sent to a user-defined destination.  The choices for destination are:

·         Select at print time – This option will bring up the same print window that has been presented in prior versions, allowing the user to select an alternate form and specify whether to Preview or Print the form

·         Preview – This choice will immediately display the specified form in a preview window when executed.

·         Allow printer selection by user – The specified report form will present a Windows printer selection window at print time, allowing the user to select their preferred printer.

·         Route to specific printer – This option allows the selection of a specific printer in the forms group definition, automatically routing this form to the particular printer when the group is invoked.

·         Email – Selecting the Email option, allows entry of the email to use, routing the report output directly to the proper email recipient at print time.  Options exist to email the WO customer, the technician assigned to the service call, or a specific email address.  Multiple email recipients may be specified.

o   After at least one Forms Group has been defined, a group may be selected in ServicePoint Control Information under the “Default work order group”, and also as a default work order group in Work Order Status Codes.  (In both of these locations, a single Crystal report file may still be typed in to default to the single specific form)

·         Added printing of the bill group to the Crystal report: WO Billing Edit List

·         Disallow the clicking of the notes entry button for labor until a valid labor line has been selected.

·         Do not update the column no_of_ords in the CP customer table when transferring a work order to POS, and merging it into an existing order for the customer.  Previously, a balance could be left in this column, causing CounterPoint to erroneously indicate that a customer still had orders on file after releasing.

·         Default the value for the Task in Technician Time Entry to “10” when a specific work order number is selected/entered.

·         Database changes for version 9.3, Build 200 (93212to93220.sql)

o   Add new tables FORMS_GROUP and FORMS_GROUP_FORM

o   Add columns ALLOW_TO_UNFREEZE and DFLT_PTS_LOC to table SP_USER

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.220”

 

03/13/16  v9.3, Build 219.

 

·         Unlock the Posting Control lock record before displaying the “Posting complete” message when processing work order invoices.  This will prevent a user from locking the posting process for others while the message box is displayed.

·         Add the ability to update the labor work description from within the shop floor time entry function.

·         Add the work order Priority to the work order lookup window.  The priority column can now be used for sorting and keyword searches within the lookup.

·         Add option to sort work order report (unbilled and history) by Priority.

·         Correction to the database import utility to ensure that the last column in the export record is properly imported into the table.

·         When a predefined job is used during the automatic creation of tasks via the PM’s Due process, use the job’s associated service code rather that the service code parameter supplied in the criteria in the report screen.

·         Added printing of the bill group to the Crystal report: WO Billing Edit List

 

02/26/16 v9.3, Build 218.

 

·         Improvements to the keyword searches in ServicePoint lookups.  Multiple words separated by spaces is now processed as an “and” type of search, finding entries that include each text item separately.  For example, typing “Ed Smith” into a name keyword search will now find “Edward Smith”, “Edie Coopersmith”, “Fred Smith”, etc.

·         Ability to return issued parts via the Work Order Materials Handling function.  Process lines created by the issue function first, reducing the qty_issued and the qty_used until 0, then delete the line.  Process lines manually entered if a qty remains to be returned.

·         Do not allow the Qty Used in work order parts maintenance to be reduced to be less than the qty that was issued via the Work Order Materials Handling function.  Do not allow deletion of a parts line if a qty issued remains for the line.

·         Adjustment to the logic when a work order is to be transferred to POS and a previously created POS order is found.  If the transfer is cancelled before completion the xfer_to_tkt_no in the current work order is cleared.

·         Corrections to the application of the Tech Category filter on the Daily tab of the Schedule/Dispatch function.

 

02/10/16 v9.3, Build 217.

 

·         When transferring a work order to POS for billing as an order, check for an existing transferred order already in CounterPoint.  If one is found, present the option to merge the current transfer into the existing order.  If declined, a separate POS order will be created as in previous releases.

·         Check an inventory items for a status of “inactive” when adding a new part line to a service work order.  If the item is inactive, display a message and disallow entry.

·         Close loophole allowing work order to be saved without calculating totals and taxes when the status was changed between an inventory committing and non-committing status during entry.

·         Correction to prevent an error that could occur upon posting of a work order invoice to CP ticket history.  If no parts were included on the work order, and error message could be given while trying to determine the correct default inventory location: “Item cannot be found in the collection corresponding to the requested name or ordinal”.  This has been resolved in this release.

·         Adjustment to work order duplication function to prevent an error that could occur if the customer trigger to auto-create work order tasks is installed in the database.

·         Add option to sort work order report (unbilled and history) by task work category.

·         Allowance for very long contract numbers when displaying in customer equipment and in the task tab during work order viewing and maintenance.

 

01/07/16 v9.3, Build 216.

 

·         Enhanced processing for alternate units in work order parts used.  In the CounterPoint compatible version of ServicePoint, the stocking unit of a part will always be displayed initially.  If the item has alternate selling units available, a label will appear: “This item has alternate units”.

·         Add the display of the currently selected customer name and address when adding a simple appointment via the schedule-only functionality of the Schedule/Dispatch screen.

·         Changes to the Crystal Reports files, Tech Schedule Unbilled.rpt and WO Form.rpt.  Updates to both reports to allow for simple schedule-only “appointments” as well as work orders.

·         Always update work order billing totals in the database when saving work order data.

·         Correction to the storage of the initial stocking unit in a work order part database row.

·         Prevent error message “The insert statement conflicted with the foreign key constraint” that could appear when posting a work order that had the invoice date overridden to be different from the current system date.

·         Correction to the process that will commit/uncommit parts based on work order status. If the status was changed during initial work order entry after parts were already included on a task, the commitment could be wrong.

 

12/11/15 v9.3, Build 215.

 

·         Added processing of CounterPoint Sales Kits in ServicePoint work order parts used entry.  Kit components are automatically added based on the setup in CP. Additionally, the kit comment is used to determine if the charges to the customer or the cost is to be zeroed out.  If the words "zero component price" appear anywhere in the comment, ServicePoint will zero out the price (charge to the customer) for each component added via the kit.  If the words "zero component cost" exist anywhere in the comment, ServicePoint will zero out the inventory cost field in the parts record for each kit component line item added as a part.

·         Added viewing of service contract history.  A copy of a service contract from each time it was invoiced can now be viewed be selecting the menu item in ServicePoint under View / History / Contracts.

·         Adjustments to the schedule-only ability to book simple appointments for customers. Enable the display of detail data on the schedule Daily tab and populate the monthly calendar grid.

·         Make the Unit cost field within work order parts maintenance a protected change if the inventory item is a “stocked” item. To force a change of unit cost for this type of part, the user will be required to first press F2 to unlock the field. 

·         Do not create sales tax distributions during posting of work orders or contracts in the GP Dynamics compatible version of ServicePoint if the tax amount is zero.

·         Corrections to posting in the GP Dynamics compatible version of ServicePoint to avoid errors.  Limit length of passed phone number to 21 characters.  Also, limit length of the Reference description when posting to the SOP invoice tables.

 

11/23/15 v9.3, Build 214.

 

·         Updated meter display tab for customer equipment records that have meters based on time (hours or minutes).  The new display is meant to optimize the display of time used in a time block, including pending unposted tech time, and color-coded overage levels.

·         Do not include work orders with a status of “Cancel” when checking for schedule conflicts or checking for resource limitations.  Resource limitations include exceeding the number of allowable hours or individual tasks that are allowed to be assigned in a given day.

·         Include the email address as a field that may be specified when adding a customer on the fly in the GP Dynamics version of ServicePoint.  Since the email information is stored in the Internet Information table, the process will add a PRIMARY address row to which the email will be attached.

·         Correction to service contract posting routines.  Limit the number of characters passed from the contract PO # to the cust_po_no in the CounterPoint ticket history.  Previously, an error could occur if the PO # was more than 20 characters in length.

·         Make the CP Ticket History post date match the invoice date for items created from ServicePoint contract posting.  This will allow creation of contract invoices for explicit periods, with matching distributions and history in CounterPoint.

 

11/03/15 v9.3, Build 213.

 

·         Establish compatibility with version 8.5.1 of CounterPoint SQL.  ServicePoint is CP “version aware” and will now function properly with any version of CounterPoint, from version 8.2.7 up through version 8.5.1.

·         Correction to condition that could cause unbalanced parts sales distributions from work order invoices. If multiple parts had line item discounts applied and ServicePoint was set to create “summary” distributions in control info, the imbalance could occur.

·         Restore missing address 2 field form service address maintenance.

·         Correction to allow a new part line to immediately be added to a task after the last remaining existing part line is deleted.  Previously, the Add button was disabled after all parts lines were deleted.

·         Attempt to prevent fault during spell check in ServicePoint notes.  Some implementations of MS Word could cause the spell check to return an error.

 

10/28/15 v9.3, Build 212.

 

·         An upgrade procedure exists for version 9.3 build 212 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Added a default work order parts discount percent to the Service Address maintenance screen.  If provided, this percentage will be entered into the work order part discount % field as the default upon entry of a new part.

·         Adjustments to tax calculations to prevent distribution rounding errors when multiple taxing authorities are assigned.

·         Added missing Tech Productivity report to the GP compatible version of the ServicePoint distribution.

·         Added the ability to duplicate service addresses within a customer.  The new button is located on the far right of the main toolbar in the service address maintenance window.

·         Database changes for version 9.3, Build 212 (93202to93212.sql)

o   Add column DISC_PCT to the SVC_ADDRESS table

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.202”

 

10/08/15 v9.3, Build 211.

 

·         Update the PBS AR History data for posted ServicePoint work orders.  If the Control Information option “Update system history” is checked, populate the ihshdr and ihslin tables.

·         Add Sales Rep and Commission Amount to the service contract maintenance screen.

·         Correction to posting of AR sales distributions for parts in the PBS compatible version of ServicePoint. If an invoicing code specifies to use the sales account from an inventory item and use the profit center from the invoicing code, these were not being properly combined at work order post time.

·         Fixed work order deletion issue that could result in a “row handle marked for deletion” error message.

·         Increased the number of allowable characters when entering the work order into the Technician Time Entry screen from 10 to 15.

·         Evaluate the control file option for posting contracts to SOP or Sales in the GP Dynamics compatible version of ServicePoint.  Post service contracts accordingly.

·         Add a sales posting journal print to the work order posting function in the PBS compatible version of ServicePoint.

·         If a post-to customer has been designated in a work order, use that customer # when calculating correct item pricing for parts used.

·         Correction to the display of multiple meters in customer equipment maintenance and view.  Under some conditions, only the first meter defined for a model would display.

·         Correction to the posting of meter readings that contain a credit only amount.  Formerly, the pending usage and last reading amounts were being incorrectly reset during the post routine.

 

09/10/15 v9.3, Build 210.

 

·         New customer lookup option in ServicePoint called “City/State”.  Columns included are Customer #, Address ID, Name, Address, City, and State.

·         Designate a CP store ID to limit the allowable pay codes in ServicePoint.  If a store is set up in CounterPoint that has "ServicePoint" anywhere within the store name (i.e. "Pay Code store for ServicePoint only"), the pay codes attached to that store will define the list of acceptable pay codes that may be entered into ServicePoint work orders.

·         Correction to the calculation of distribution amounts for work order parts lines with a line level discount.  Formerly, rounding errors could cause an unbalanced distribution to GL to occur.

·         Properly set work order history filters when calling the view history function from an open work order in work order maintenance.

·         Check to see if a customer in CounterPoint has the ability to “Allow A/R charges”.  If this customer maintenance box is unchecked, treat as a Cash customer and do not allow work order billing selection with a balance due amount.

·         Correction to ensure that a work order number can be keyed directly into the Work Order # when viewing work order history, if known.  Also, ensure that all attached tasks and line items are properly displayed.

·         Correction to meter reading entry to properly warn if a piece of equipment selected for entry does not have a valid model assigned, and therefore no meters defined.

 

08/31/15 v9.3, Build 209.

 

·         In work order maintenance, attempt to automatically save any pending changes to the current line when the “add” (+) button is clicked in a toolbar to initiate a new work order task, labor, part, or additional charge line.  This greatly streamlines the entry process of multiple lines by allowing the minimum information to be entered before adding the new line, bypassing the need to first save the preceding line.

·         When the current work order task is changed via the up/down arrows in the lower screen, save any pending changes in the current labor, part, or additional charge before switching the active task.

·         When automatically saving a work order pending change before printing, committing/uncommitting parts, or duplicating the WO, ensure that the pending change indicator is cleared.

·         Added “Next invoice date” to the sort options available for the Contract Listing report.

 

08/18/15 v9.3, Build 208.

 

·         Change to special forms printing to remove the setting of the Control Info row to “1” that was done in build 207.  This was causing a printing error for sites that do not have the control information table defined in their Crystal Report form.

·         Ensure that parts added to a work order during PM’s due generation, as a result of a predefined job defined for the equipment, do properly commit the inventory quantities in the IM module.

·         Change to the Register SPMobile function.  Utilize an alternate Control Info row for storage of the registration information.

·         Change to the Recommit Service Inventory function to check for a work order’s status definition when re-committing parts in the IM module.

·         Correction to the ability to edit a work order from the scheduling function, when the work order number is keyed in directly.  Formerly, an error message was given.

 

08/04/15 v9.3, Build 207.

 

·         Change to special forms printing to set the Control Info row to “1”, ensuring that the default special message is properly retrieved.

·         Properly retrieve the customer name and address info into the customer number tooltip text in work order maintenance for Passport PBS systems.  This allows the display of the accounting customer info when the mouse cursor is placed over the customer number.

·         Correction to saving of customer information added on-the-fly in the Passport PBS version.  Ensure that all columns are properly updated.

·         Correction to Tech Time Entry window.  Ensure that pending changes are not nullified when the user manually resizes the window.

·         Correction to the process that transfers a completed work order to CP POS as a hold ticket.  Previously, this procedure was erroneously updating the customer “number of orders” column.

·         Correction to the Register SPMobile function.  Previously, a system being registered for the first time could fail, causing the ServicePoint application to close.

 

07/20/15 v9.3, Build 206.

 

·         New function, Register SPMobile, can be found under the ServicePoint Utility menu.  This procedure is used to enter the registration string for the ServicePoint remote technician web access option.

·         Allow for different natural order of columns when exporting and importing ServicePoint data.  This enables the export/import of database information from disparate databases that may have columns defined natively in a different order.

·         Add the processing of serial number to the commit/uncommit procedures, done as a result of a change in work order status.

·         Tax calculation adjustments.  Do not round each individual item line tax calculation in order to allow the accumulation of the part taxes to more closely match the tax calculated on work order charges as a whole.

·         Limit a remote technician from seeing work orders assigned to others, based on a setup checkbox within the Service Tech setup function within the ServicePoint desktop application.  If a tech is not designated to see others’ work orders, the option to see “All work orders” will not be shown in the work order list, and only the technician’s own labor records will be shown in the work order labor function in the SPMobile app.

 

06/30/15 v9.3, Build 205.

 

·         Improve flexibility of the background image displayed in the ServicePoint main window.  The distributed stock image will only be used if the user has not supplied their own background image.  The background graphic may be changed by creating an image file with the name “SP_Backimage.jpg”, and placing into the ServicePoint server install directory.

·         Correction to the process that commits/uncommits items on a work order from inventory, based on a work order status change.  Parts on all tasks on a work order are now adjusted when the work order has multiple tasks.

·         Correction to the assignment of a model/service flat price to a service order automatically generated for a recurring PM due.  Formerly, if an additional amount was to be added to the additional charge flat charge line, the additional charge line would not be created.

·         Correction to the commit/uncommit process, based on change of work order status, in the Passport PBS environment.  Items will now properly process.  Previously, an error message was generated.

 

06/19/15 v9.3, Build 204.

 

·         New function, Purge WO History, can be found under the ServicePoint Utility menu.  This procedure can be used to selectively, permanently remove work order history database rows to make corrections and streamline the processing of history data.

·         Allow the default invoicing code for a customer to be set via the “MAIN” service address.  If an alternate address is used to enter a work order, the order of determining the default task invoicing code is as follows:  Equipment contract, Equipment warranty, WO Svc address, Customer MAIN address, Control Information.  The first non-blank, non-null value encountered is used.

·         Change to the Crystal Reports file, WO Invoice.rpt.  Under certain conditions, invoking this invoice form could produce the message “Logon failed”.  This has been corrected in this distribution.

·         Correction to the WO Parts Serial Number Entry window.  Previously, bringing up the serial number entry window and pressing the escape key without entering a line could produce an error.

 

06/11/15 v9.3, Build 203.

 

·         Change the method used to display customer signatures captured from the ServicePoint mobile web application.  Formerly, the desktop version of ServicePoint would use a popup screen to display the customer signature from the work order Summary tab.  We have changed the display to use a web browser window due to inconsistent results in the previous method.

·         Allow the user to supply an alternate work order number to use for restoration of a work order during credit memo processing, if the work order number to be restored is already on file.  Previously, a message would be given indicating the work order number was already in use, and further processing would be disallowed.

·         Correction to the WO Bill Edit List report to avoid a “Login error” message that was occurring at some sites when printing during work order billing.

·         Improved error handling during attempts to transfer a work order to POS for billing.

 

06/01/15 v9.3, Build 202.

 

·         An upgrade procedure exists for version 9.3 build 202 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Added a foreign key to the WO_TASK_NOTES table to facilitate changing of the task sequence number.  Updating the sequence number on a task will now ensure that the task labor,  parts, additional charges, and notes will stay properly synchronized.

·         Fixed error that could occur during the lookup of CP ticket lines for a customer when a keyword filter was entered and the lookup type was set to “Ticket #”.

·         Database changes for version 9.3, Build 202 (93192to93202.sql)

o   Add column foregn key, linking the work order task Work_Order_No and Task_Seq_No to the WO_TASK_NOTES table

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.202”

 

05/21/15 v9.3, Build 201.

 

·         A new report has been added in this release of ServicePoint: WO History Listing WIP.rpt.  This report will print a listing of work orders in a “work in process” format.  This format contains an efficient breakdown of costs and charges by work order.  It can be found under Reports/Management/Work Order History.  To select this report, click the “Work in process” option under “Report format”.

·         Correction to the application of a predefined job during automatic work order opening for PM Due. Formerly, if consolidation by service location was chosen, predefined job components could be applied to the incorrect equipment/task.

·         Fixed error that could occur during inventory item lookup when the lookup was filtered and the lookup type was set to “Long description”.

 

05/18/15 v9.3, Build 200.

 

·         A new registration is required to activate version 9.3.200 of ServicePoint.  For registered users, the installation of version 9.3.200 should be followed by the entry of the new registration key, using SpRegister.exe.  If you do not have a registration key for version 9.3.200, please email support@rtmcs.com to request an updated registration, or contact us at 866-879-3867. Demonstration systems are unaffected.

·         Establish compatibility with version 8.5.0 of CounterPoint SQL.  ServicePoint is CP “version aware” and will now function properly with any version of CounterPoint, from version 8.2.7 up through version 8.5.0.

·         Correction to keyword searching on the work order # when doing a lookup on work orders by task.

·         Disable the lookup for inventory items in work order parts entry for parts lines already saved.

·         Changed label for tax code in customer add on-the-fly window to “Cust tax code”.  This allows this field to be hidden via SPLabels.ini (“Cust tax code= ”), while still allowing the tax code in other locations to be displayed.

 

05/06/15 v9.3, Build 199.

 

·         Save user selected options for display of “number of months” and “time interval” in the scheduling screen.

·         Performance improvements in work order maintenance to handle large recordsets of unbilled, open work orders.

·         Correction to labor processing in the Shop floor time entry screen, when the most recently worked on work order is not found in the database.  Formerly, an unrecoverable error would occur.

·         Correction to keyword searching on the work order # when doing a lookup on the work order history.

·         Added locking to the work order posting program to ensure that only one user may perform the process at a time.

 

04/23/15 v9.3, Build 198.

 

·         Add the ability to display common image formats as the wallpaper background of the main ServicePoint window.  A graphic file with the name SP_BackImage (.jpg, .bmp, .png, etc), placed into the ServicePoint server install directory will be displayed, centered in the ServicePoint application background.  This image may be replaced by the user to suit their needs.

·         Enable calculated item pricing by alternate units in ServicePoint parts entry.  The correct numerator and denominator conversion will take place, based on the item setup in CP.

·         Corrections to the Next Appointment Finder.  Properly filter available resources by entered category, and correct loop that could occur when attempting to schedule between specific user-entered hours.

·         Disallow the defaulting of a description for a predefined job task from the chosen invoicing code.

·         Correction to condition that could occur when certain parameters are set, causing a hanging condition upon invoking the customer lookup.

 

04/10/15 v9.3, Build 197.

 

·         Updated terminology enhancements when using the SP_Labels.ini file to rename captions and labels in ServicePoint.  Ensure proper replacements of terms in Lookup types dropdown boxes in the lookup windows, grid column headers in the work order maintenance task tab, and in the WO summary tab Summary info frame.

·         Correction to work order parts cost calculation when the cost exceeds $1,000.  Formerly, an error could occur, causing the cost to default to $1.

·         Correct a condition that could cause the last column in the daily calendar view could default to the incorrect background color when the schedule screen is first invoked.

·         Correction to avoid an error message when checking for scheduling conflicts for a resource that has existing tasks for a date, and no schedule time has been assigned.

 

04/06/15 v9.3, Build 196.

 

·         Efficiency improvements in work order processing when the Print WO Form toolbar button is clicked.

·         Correction to a condition that could cause an empty set of data returned in the lookup window under some circumstances.

·         When saving a work order that did not yet have a task defined, an erroneous message was being displayed: “Object variable or With block variable not set”.  This has been corrected in this build.

·         Correction to an error message that could occur when a new work order labor line is added that has a schedule date but does not have a scheduled time.

·         Allowance for the use of a tax code that has no rules assigned in CP.  This is unlikely to occur, but was causing a hanging problem when trying to calculate totals.

 

03/20/15 v9.3, Build 195.

 

·         Efficiency improvements in some ServicePoint lookup windows.  Formerly, saving certain lookup types or sort orders was causing a significant delay.

·         Consider the estimated time to perform a task when checking to see if the scheduled time will fall outside of a resource’s scheduled work time for a day.

·         Ensure that the work order status and priority codes are properly validated when a work order is edited via the Scheduling/Dispatching function.

·         Correction to the creation of work order payment GL distributions entries when a CP Pay Code specifies to apply a profit center by Store.

 

03/16/15 v9.3, Build 194.

 

·         Updated abilities in the Next Appointment Finder function to allow the system to find openings by either the availability of a requested amount of time, or by the availability of an available concurrent task.  If a technician has been set up to limit their daily schedule by a specific number of tasks, the Next Appointment Finder will simply find the next day that has fewer than the maximum appointments scheduled.  Others will continue to look for the first available time slot that matches the amount of time required.  Individual work calendars are still considered in all cases to determine if a tech or resource is available on a certain day.

·         Enabled warning message for dates and times scheduled outside of the normal working hours, based on a resource’s work calendar.

·         Correction to the scheduling dispatching weekly and daily calendar tabs to allow them to properly highlight the correct scheduled labor record when a grid cell is clicked.

·         Improvements to the efficiency of recordset retrieval in work order maintenance.

·         Correction to lookup of open payments on account from work order payment entry.  Previously the application could hang after the Deposit type of payment was selected.

·         Correction to keyword searching of work order history when filtered by customer.  Previously, an “Ambiguous column name” error could occur.

 

03/11/15 v9.3, Build 193.

 

·         Implement a button to allow full edit of the current work order displayed on the work order tab in the Schedule/Dispatch function.  Clicking the button will bring up the work order maintenance window, pre-loaded with the correct item.

·         Allow the entry of a tech ID up to 20 characters in the parameters for batch printing of work order forms.  Previously, entry was limited to only 10 characters.

·         When transferring a work order to point of sale, do not pass labor lines if the qty (hrs to bill) is zero.

·         Allow the entry of a PM predefined job ID of up to 15 characters in the customer equipment maintenance screen.  Previously, entry was limited to only 10 characters.

·         Correction to prevent hanging when entering the schedule dispatch screen.  Previously a hang could occur if a default work calendar was not set up.

 

03/05/15 v9.3, Build 192.

 

·         An upgrade procedure exists for version 9.3 build 192 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Allow users to assign a predefined job to the PM of an individual piece of equipment to be used when automatically opening a work order for item when PM is due.  The PM Predefined Job is assigned in customer equipment maintenance.  When the PM’s Due process opens a work order, the job contents will be used to create tasks, labor, parts, and notes.

·         Add a new radio button option in the parts tab when maintaining a predefined job.  The new option will allow users to specify if a part is to be re-priced according to current rules when the part is imported into a work order, or if the predefined job entered price is to be brought in as-is.  If the option to re-price is selected, ServicePoint will calculate the item price as if it were entered into the work order manually.  If the option to not re-price is chosen, the unit price entered into the part line in the predefined job will be used.

·         New option in the customer lookup window to select a lookup type with both equipment serial # and equipment tag ID as columns in the same lookup.

·         Database changes for version 9.3, Build 192(93190to93192.sql)

o   Add column PM_PREDEF_JOB_ID to the table CUSTOMER_EQUIPMENT

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.192”

 

03/02/15 v9.3, Build 191.

 

·         Individual work calendars by technician or resource. 

o   Allow definition of multiple calendars in Work Calendars setup function.  Assignment of a calendar ID and Description is now allowed.

o   Added a default system-wide work calendar ID in ServicePoint Control Information maintenance.

o   Allow an override calendar ID in service technician setup.  Each service tech may have a calendar ID assigned.  If no individual calendar is entered, the default control file calendar will be used for that resource.

o   Display the actual available days/hours using the individual technician calendar in the scheduling Gantt chart view.

o   Use each technician’s actual available calendar hours when determining the next available appointment in the Find Next Available Appt function.

·         Format the displayed schedule date in grid list on the work order labor tab in order to remove the time.

·         Correction to the customer lookup by address or phone #.  In the previous build of ServicePoint, an error could occur if one of these search methods was chosen.

·         Allowance for inventory item pricing by location when the Price-1 option is selected during parts entry.

·         Disable the ability to add a customer on-the-fly from the customer lookup window if the lookup type is by equipment serial # or tag ID.

·         Correction to error that could occur when duplicating an existing work order to a new work order.

·         Correction to the routine that determines the next available customer number when adding a new customer on-the-fly.

 

02/21/15 v9.3, Build 190.

 

·         An upgrade procedure exists for version 9.3 build 190 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Added the ability to control work order billing, segregated by CP store.  The filter by store is now available in work order select for billing, edit list print, invoice, print, and post functions.

·         Correction to the definition of the sched_limit column, added to the table svc_tech in build 186.

·         New option in the customer equipment lookup window to select a lookup type with both serial # and the tag ID as columns in the same lookup.

·         New selection criteria are now available in the printing of the Contract List management report.  A Next Invoice Date range may now be specified.

·         Correction to display of defined background color for work order status codes in status code maintenance.

·         Updated report files distributed in this release: WO Bill Edit List.rpt, WO Invoice.rpt, WO Invoice NoLbrDtl.rpt.

·         Database changes for version 9.3, Build 190(93186to93190.sql)

o   Alter column SCHED_LIMIT in the table SVC_TECH to contain 3 digits, 2 decimals

o   Add column DFLT_CAL_FLG to the table WORK_CALENDAR

o   Add column WORK_CALENDAR_ID to the table SVC_TECH

o   Add column DFLT_WORK_CAL to the table CONTROL_INFO

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.190”

 

02/18/15 v9.3, Build 189.

 

·         Allowance for sites that do not have a work calendar defined in the Next Appointment finder.  Previously, no valid appointment times would be returned.

·         Correction to PM’s Due report to avoid error message “BOF or EOF true”.

·         Display customer type (A/R or Cash) as a label next to the customer number on the work order screen.

·         Added the address city and state as columns on the service address lookup window.  These columns are able to be sorted and search by keyword.

·         Enhancements to the “Duplicate work order” function to reset values pertaining to the billing of the copy-from work order.

 

02/14/15 v9.3, Build 188.

 

·         Version number maintenance release.

 

02/11/15 v9.3, Build 187.

 

·         Correction to the automatic assignment of the default work order status after a labor update is done.  Under certain conditions, the routine to establish a new status based on assigned techs could return an empty value.

·         Additional processing in shop floor entry to determine if a button value is entered via a scanner, while the tech ID text is highlighted.

·         When using the inventory item lookup in the Work Order Material Handling function, place cursor focus into the Quantity Used field if a valid item is returned.

·         Allow a next PM date to be calculated for equipment without a Last PM Date, if the assigned PM Schedule is of a “Date” type.  The next maintenance date returned will be the first occurring date that is later than the current date.

·         Assign a sales rep during service contract posting, using the default value retrieved from the customer file.

·         Correction to the creation of GL distributions for contract line sales amounts to properly account for a contract discount percent.

 

02/02/15 v9.3, Build 186.

 

·         An upgrade procedure exists for version 9.3 build 186 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         New function:  “Find next available appointment”.  This function is accessible in this version via a new menu bar button in the Schedule/Dispatch screen.

Invoking the new function opens a window that can be used to find the next available time slot based on a number of criteria (Length of time to be reserved, Time of day range, Date rage, specific technician, or category of technician may be entered).  If selected, a specific appointment time may be returned to the scheduling function for simple assignment to the calendar.

·         A new report has been added in this release of ServicePoint: WO Listing WIP.rpt.  This report will print a listing of work orders in a “work in process” format.  This format contains an efficient breakdown of costs and charges by work order.  It can be found under Reports/Management/Work Order Listing.  To select this report, click the “Work in process” option under “Report format”.

·         Color coding of work order status.  Allow the definition of foreground (font) and background colors in the WO Status setup function.  Colorize the display of the work order status code in work order maintenance, and in the scheduling work order detail tab.  Color code the grids in the Weekly view and Daily view tabs, using the work order status defined colors.

·         Implement daily schedule limits by service tech (or other resource).  A limit may now be set in the tech setup window for a specified number of tasks or hours per day.  In addition, an option exists to either allow, or disallow, override of the tech’s daily limit.  When entering labor via work order maintenance or the scheduling function, any defined limits will be check, and appropriate action taken if limits will be exceeded.

·         Database changes for version 9.3, Build 186 (93183to93186.sql)

o   Add columns FORE_COLOR and BACK_COLOR to the table STATUS_CODE

o   Add columns SCHED_LIMIT, SCHED_LIMIT_TYPE, and SCHED_LIMIT_OVRD to the table SVC_TECH

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.186”

 

01/16/15 v9.3, Build 185.

 

·         Allowance for looking up work orders when certain filters are set to ensure that the line selected in the lookup window is properly returned.  Specifically, work orders without tasks would previously cause the display to fail.

·         Correction to prevent unnecessary messages for editing restrictions during the recordset refresh in work order maintenance.

·         Properly return the work order maintenance window status to “Add mode” after setting filters that result in an empty recordset.  In prior versions, the work order number would remain blank and a sequence number of “-02” would be displayed.

·         When adding a new WO Status Code, make the default value for “commit parts” to “yes”

 

12/30/14 v9.3, Build 184.

 

·         Correction to allow the correct calculation of taxes when a newly added work order is saved during the work order forms printing process.

·         Disable unnecessary recordset fetches within work order maintenance to reduce flickering effect when saving work orders or navigating the dataset.

·         Add proper database name assignment for two additional CounterPoint tables to make available when printing Crystal forms:  “ar_ship_adrs” and “im_loc”.

·         Corrections to work order delete routine to avoid unnecessary error messages.

 

12/19/14 v9.3, Build 183.

 

·         An upgrade procedure exists for version 9.3 build 183 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Added grid scaling in work order maintenance.  When the work order window is resized by a user, grids within the individual tabs will be enlarged to allow display and navigation of the maximum allowable lines.

·         Added the ability to assign alternate units of measure when processing parts in the CounterPoint compatible version of ServicePoint.  The units of measure that have been defined in inventory for an item may be cycled through using the F9 key while in the part Quantity used field.

·         Ensure that the current recordset in work order maintenance is refreshed properly, allowing records added or updated by other users to be properly accessed.

·         Database changes for version 9.3, Build 183 (93181to93183.sql)

o   Add columns QTY_UNIT, SELL_UNIT, QTY_NUMER, and QTY_DENOM to the tables WO_PARTS and HISTORY WO_PARTS

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.183”

 

12/02/14 v9.3, Build 182.

 

·         Updated routines to save and restore particular work order filters, used for lookups and navigating recordsets.  Do not save an explicit department if “Current user department” checkbox is selected.

·         Added an option to set an inventory item lookup filter by “Current user location”.  Checking this option will automatically filter by the inventory location assigned to a user’s last logged in workgroup in CounterPoint.

 

11/24/14 v9.3, Build 181.

 

·         An upgrade procedure exists for version 9.3 build 181 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Added zone codes definition.

o   A new setup item in the ServicePoint menu called “Zone Codes” is used to enter the codes.  Each entry consists of a code and a description.

o   Anywhere a zone code is entered into a maintenance function will have a lookup button appear if any profile codes have been defined that can be selected.  If there is at least one setup zone code defined, zone code entry will become validated, meaning that a value entered must match a predefined zone code.  If no zone codes are defined, then zones will continue to be unvalidated freeform text entry.

·         Updated functionality for recalculating charges on a work order task.  If the invoicing code is changed on a task, a prompt has been added to allow (or disallow) recalculation of charges.  A new toolbar function has also been added to the task frame that will force recalculation of default prices for parts, labor, and additional charges.

·         Ensure that changing work order status codes between one the commits inventory and one that does not commit (and vice versa) will properly update the inventory committed amounts.  This feature is useful for quotations/estimates that are accepted and should become ready to schedule (and therefore, committed), entered work orders that are canceled (uncommitted), etc.

·         Correction to schedule Weekly and Daily views.  Ensure that clicking in the grid always attempts to highlight the correct labor entry in the left panel daytimer view.

·         Database changes for version 9.3, Build 181 (93179to93181.sql)

o   Add table ZONE_CODE

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.181”

 

11/14/14 v9.3, Build 180.

 

·         Adjustments to the Work Order Material Handling function:  Reset the tab order to properly advance the cursor after swiping a barcode value for a field.  Initiate an automatic line Save if the Enter key is pressed in the parts “Quantity issued” field.

·         Correction to the lookup of open payments on file for a customer in work order maintenance.  The special payment code of “*deposit*” in entry of work order payments allows the assignment of an open payment on account in CounterPoint to a specific work order.  When the work order is posted, the apply-to document of the payment is changed to the correct invoice number.

·         Correction to standard invoice, WO Invoice.rpt.  If the same part was included on a work order task in immediate succession, the secondary part charges were not being properly added into the parts total charges.  This has been corrected in the latest issued version of this report.

 

10/29/14 v9.3, Build 179.

 

·         An upgrade procedure exists for version 9.3 build 179 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         New menu selection, “Work Order Material Handling”, found under them ServicePoint Maintenance menu.  This new function allows distribution of parts to work orders as a separate task from work order maintenance.  A list of parts, their issued quantities, and the inventory location from which a part was disbursed can be entered.  When ready, the list of materials may be submitted to the job, updating and/or adding the part lines for the selected work order task.  If a part had already been added to the work order and the issued quantity exceeds the qty already entered into the work order, a new part line is added for the additional parts and is internally flagged as “not planned”.

·         Correction to keyword searching by work order number in the work order lookup.  If a prior filter by a task column had been defined, an “ambiguous column name” error could be received.

·         Database changes for version 9.3, Build 179 (93177to93179.sql)

o   Add columns NOT_PLANNED_FLG and QTY_ISSUED to the tables WO_PARTS and HISTORY WO_PARTS

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.179”

 

10/17/14 v9.3, Build 178.

 

·         Addition of a new tab to the Schedule/Dispatch function.  The new panel, called Daily view, displays the work orders assigned for the selected date, organized in vertical columns by technician.  Clicking on a work order in the grid will highlight the correct labor item in the day control in the left panel, and will fill in the appropriate labor and work order detail.

·         If a predefined job that contains a default invoicing code is selected for a work order task entry, do not default the invoicing code when a piece of customer equipment is later selected unless the equipment is currently under a valid contract or warranty.

 

10/12/14 v9.3, Build 177.

 

·         An upgrade procedure exists for version 9.3 build 177 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Addition of equipment tag ID to the work order task.  A field for entry of tag ID has been added to the work order task tab.  If an existing customer equipment record is selected for importation into a work order task, the task ID will be taken from the equipment row.  The option to sort and keyword search by tag ID has been added to the work order lookup by task.

·         Addition of a Department field to predefined job setup.  If a user has a department assigned, looking up predefined jobs will automatically be filtered by the matching department.

·         Correction to the definition of additional charges when setting up predefined jobs.  Under certain conditions, a “Zone charge” line could be included for a task even though the invoicing code used does not have a description defined for this type of charge.

·         Allowance when adding a customer on-the-fly for customer number collisions.  This can occur when an auto-assign next customer number is used and the next customer number on file is already in existence in the customer master table.  ServicePoint will now correctly cycle through sequential customer numbers, seeking the first truly available number.

·         Database changes for version 9.3, Build 177 (93174to93174.sql)

o   Add column TAG_ID to table WO_TASK and HISTORY WO_TASK

o   Add column DEPARTMENT to table PREDEF_JOB

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.177”

 

10/08/14 v9.3, Build 176.

 

·         A new menu selection, “Change My Password”, can be found under them ServicePoint Utility menu.  This new function allows the currently logged in user to change their password without the necessity of allowing users access to full setup maintenance.

·         Implement a suppressable message (“Do not show this again”) for the “Work order number assigned” notification in work order maintenance.  This will allow the individual user to suppress the display of this message if desired.

·         General improvements to the suppressable message display window.  Dynamically size the box and assign an appropriate icon based on the type of message displayed.         

·         Added multiple departmental filters under the Schedule/Dispatch filter setup.  Up to five Departments may now be entered.  Every technician and/or work order matching any one of the department filters will be included in the filtered results.

 

09/18/14 v9.3, Build 175.

 

·         Add a new filter to inventory item lookups.  Filtering by stocked inventory location is now possible.

·         Add a suppressable message (“Do not show this again”) that will alert the user of existing work orders already on file for a customer if found during work order entry.  The “Existing” work order button will still be enabled as in previous versions, and this message will serve as a more conspicuous notification of their presence.

·         Correction to the assignment of customer equipment data to a work order task after a predefined job has been assigned.  Formerly, default information such as description, location, contract info, etc may not be properly imported.

·         Correction to the inventory item lookup to ensure that available qty and bin information are displayed in the lookup window after lookup filters are applied.

 

09/09/14 v9.3, Build 174.

 

·         An upgrade procedure exists for version 9.3 build 174 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         New menu selection, “Shop Floor Time Management”, found under them ServicePoint Maintenance menu.  This new function allows technicians to easily clock in and out of service tasks with a minimum of data entry.  Bar code scanning may be used to implement a hands free method to quickly track time spent on jobs.

·         Added profile codes for use in populating work order user defined fields. 

o   A new setup item in the ServicePoint menu called “User defined profile codes” is used to enter the codes.  Each code has the option to be a valid selection for any of the user defined work order fields.

o   In work order maintenance, an alphanumeric type user defined profile field will have a lookup button appear if any profile codes have been defined that can be selected.  If there is at least one profile code defined for a specific user defined field, the profile field entry will also become validated, meaning that a value entered must match a predefined profile code.

·         When browsing for a Crystal Report form, always default to opening the location “AppPath\Reports” as the starting directory.

·         Database changes for version 9.3, Build 174 (93172to93174.sql)

o   Add new table UDEF_CODE

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.174”

 

08/12/14 v9.3, Build 173.

 

·         Establish compatibility with Great Plains Dynamics 2013 version.  ServicePoint is “version aware” and will now function properly with any version of Dynamics, from version 7.5 up through version 2013.

·         Prohibit the creation of a Great Plains Dynamics document when posting work orders if the work order total sales, tax amount, and total costs are zero.

·         Correction to the option of sorting the Work Order Listing report by work order open date.  In prior versions, the sort was being done improperly.

·         Correct error that could occur when attempting to transfer a work order back to CounterPoint for billing.  An error message could be received if the work order was originally created in ServicePoint as a result of a CounterPoint sales ticket transfer and the ticket has not been posted yet via CP end of day processing.

 

07/10/14 v9.3, Build 172.

 

·         An upgrade procedure exists for version 9.3 build 172 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Added a “Quoted Amounts” tab to work orders.  The new tab allows entry of estimated amounts for a job by task.  An analysis is displayed of estimated charges and costs broken down by parts, labor, and additional charges, as well as quoted vs. actual amount comparisons.

·         Database changes for version 9.3, Build 172 (93168to93172.sql)

o   Add column MODEL_VALIDATION_FLG to table CONTROL_INFORMATION

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.172”

 

06/25/14 v9.3, Build 171.

 

·         Add a “Sort by work order open date” option to the Work order listing and the Work order history management reports.  This option is in addition to the previously existing sorts by work order number and customer.

·         Remove labor from the schedule board when key dates/times are blanked in the labor record.

·         Correction to directing printing from work order form selection window.  Formerly, an error could occur if a modified report format was not found.

 

06/02/14 v9.3, Build 170.

 

·         Add the ability to add user-defined parameters to the ServicePoint Crystal reports.  When a ServicePoint report is invoked, any report parameter beginning with the literal “UParam” will allow the Crystal Reports parameter entry screen to appear.  Any report modified by the user should be placed into the “Modified” subdirectory, located below the ServicePoint\Reports directory on the server.  This ensures that any future ServicePoint updates do not overwrite any user customized report formats.

·         Correction to the use of the Clock in/out button in the Schedule/Dispatch calendar.  Under some conditions the message “Invalid use of null” was incorrectly displayed.

 

05/09/14 v9.3, Build 169.

 

·         Enable the use of a modified reports directory.  If a ServicePoint report exists in a directory called “Modifed”, located directly beneath the “Reports” directory, that report will be preferentially loaded.  This allows users to maintain their own updated versions of stock ServicePoint reports without the possibility of them being overwritten by a future ServicePoint update.

·         Change to the time format used to default the work order time entered field.  In some cases, a localized system time format that exceeded the length of the field could cause an error.

·         Schedule screen changes: Show labor as “completed” when hours to bill has a value.  Display detailed work order info when a cell is clicked in the week view.

·         Allow option to suppress certain messages within ServicePoint by clicking the option “Do not show this again”.  The current build implements this functionality for the warning when applying a predefined job to a work order and for applying a predefined note within note maintenance.

·         Corrections to the PM’s process that automatically creates work orders for scheduled maintenance due.  Ensure that a service address default for invoicing code and service tech are correctly applied, and prevent work order creation for addresses that are on “service hold”.

·         Remember options selected during printing of the PM’s Due report to use as the future defaults.  The options are “Report mode”, “Coverage type”, and “Consolidate equipment for the same site onto the same WO”.  These options will be saved by individual Windows login user.

 

04/07/14 v9.3, Build 168.

 

·         An upgrade procedure exists for version 9.3 build 168 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Added the ability to optionally bypass Model field level validation when entering equipment and work order task information.  The user may control this via a new setup option in Control Information.  The new option is in the “Flags/Other” tab, and is called “Perform ‘Model’ validation?”.  If this option is checked, then an entered model will be validated against the model codes in ServicePoint setup (as in previous versions).  If unchecked, freeform data may now be entered into the model field without validation.

·         Institute a check for service address “Service hold” when opening work order via the PM Due report procedure.  If an address is on service hold, no work order will be opened and a notification will be printed on the report.

·         Enhanced processing when automatically generating work orders for equipment PM due.  If a work calendar exists under ServicePoint setup information, the Exception dates will be used to determine valid work days.  If the PM due date for a piece of equipment falls on an exception date, the next valid work date will be used when assigning a technician to the schedule.

·         Updated report file distributed in this release: PMs Due.rpt.

·         Database changes for version 9.3, Build 168 (93167to93168.sql)

o   Add column MODEL_VALIDATION_FLG to table CONTROL_INFORMATION

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.168”

 

03/28/14 v9.3, Build 167.

 

·         An upgrade procedure exists for version 9.3 build 167 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Added the ability to view a customer signature entered via the SP Remote web app.  The signature may be viewed by using a menu button in the work order Summary tab.

·         Remember options selected during work order invoicing to use as the future defaults.  The options are “Use WO# as invoice #”, “Sort order”, and “Suppress zero balance invoices?”.  These options will be saved by individual Windows login user.

·         Added Zone field to the Service Tech setup record.  The Zone will be used when the PM’s Due report is used to auto-open work orders for service due.  If the Service Address to which a piece of equipment is attached has a zone designated, the technician assigned to the zone will be scheduled for the work order task.

·         Added the ability to filter the PM’s Due report by Zone.  This allows printing of the report and/or opening of PM work due by selected location area of the service addresses.

·         Correction to the PM’s Due report in the PBS SQL compatible version of ServicePoint.  Prior to this release, invalid due dates could appear on the report.

·         Database changes for version 9.3, Build 167 (93166to93167.sql)

o   Add column ZONE to table SVC_TECH

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.167”

 

03/11/14 v9.3, Build 166.

 

·         An upgrade procedure exists for version 9.3 build 166 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Add PO Number to the fields available for filter options in Work Order Maintenance, Work Order Lookup, History Work Order View, and History Work Order Lookup.

·         Correction to the scheduling screen to allow proper positioning of the hour in the day control when viewing the schedule in 15 minute or 30 minute increments.

·         Added new tables to the ServicePoint database to hold the image data captured during customer signature entry using the SPMobile web application.

·         Database changes for version 9.3, Build 166 (93158to93166.sql)

o   Add tables WORK_ORDER_SIGNATURES and HISTORY_WORK_ORDER_SIGNATURES

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.166”

 

02/10/14 v9.3, Build 165.

 

·         Highlight the sorted column in ServicePoint lookup windows.

·         Added display of the work order city and state to the detail information displayed below the hourly view of the Schedule/Dispatch screen.

·         Corrected to an error message that could occur when issuing a credit memo against a work order that had been previously upgraded from Focus.

·         Correction to an error occurring when adding a new service address on-the-fly from contract equipment maintenance.  Previously, focus was not properly returned to the equipment window resulting in a hung application.

 

12/05/13 v9.3, Build 164.

 

·         Add the ability to override the work order part description if the “Prompt for description” box is checked in CounterPoint item maintenance for the particular item.

·         Corrections to the creation of customer records in the Great Plains Dynamics version of ServicePoint.  When adding on the fly, some formatting and field value information was not being properly inserted into the GP tables.

·         Correction to Technician Time Entry that will prevent addition of labor onto tasks that do not allow labor entry due to a work order status code definition or the work order’s selection for billing.

 

09/24/13 v9.3, Build 163.

 

·         Speed enhancements to ServicePoint lookups.  Overall efficiency changes to the SQL calls in the SP lookup windows.  Added limitations to the lookup of customers and work order history to only retrieve the first 250 lines that match the current keywords or filters.  Monitor keyboard input to only filter by keyword during a pause in typing.

·         Ensure that a valid sales account is specified when maintaining a service contract.  Previously, this field could be left blank.

·         Correction to the lookup of pay codes in the CounterPoint compatible version of ServicePoint.  In the previous build the lookup could fail.

 

08/20/13 v9.3, Build 162.

 

·         Added that ability to process work order payments in the Great Plains Dynamics version of ServicePoint.  The types of payments that can be processed in this platform as of this release are cash, check, or “memo”.

·         Correction to the keyword search during lookup of work orders (or history work orders) by Technician.  Typing a keyword while sorted by work order # could cause an “ambiguous field name” message.

 

08/09/13 v9.3, Build 161.

 

·         New feature to allow the specification of a CounterPoint Location Group for service.  Setting up a location group in CP with the word “ServicePoint” occurring in the description will limit the location selections allowed in work order parts entry.  Entering an inventory location other than one in the CP location group will receive the message: “This location is not valid for your service location group”.

·         Additional consideration for the posting of work order labor notes to CounterPoint tickets.  If the NCR-supplied CounterPoint customization to allow ticket line item notes is installed, ServicePoint would already transfer the work order labor invoice notes to the line that is created in CP ticket for labor.  as of this release, ServicePoint will now send all labor notes that have been specified as invoice notes to the ticket notes if the NCR customization is not installed.

·         Give focus to the work order print button after selecting an alternate work order form in the Print Work Order window.

·         Correction when assigning the customer terms code to a work order opened automatically for service due based on a PM schedule date.

·         Correction to the keyword filtering of pay codes when applying a work order payment.  Formerly an error could occur when entering a search keyword.

·         Correction to the application of a filter by service address in work order maintenance (or View History Work Orders) if a filter by customer is already in place.  Formerly, the filter by customer was ignored after setting the service address filter.

 

07/18/13 v9.3, Build 160.

 

·         Correction to the credit memo process.  When a copy of a work order being credited was being restored to the unbilled state, the task notes were not being correctly copied from history.  This has been corrected in this release.

·         Added a new column, “City”, to the customer lookup by Address.

 

06/04/13 v9.3, Build 159.

 

·         Enhancement to the process of automatically opening work orders for service due via the PM’s Due report.  Allow the option to consolidate tasks for the same site onto a single work order when the “Open all work orders within selected date range” report type is selected.  Formerly, this option was disabled for this type of report.

·         Correction to the posting of notes into CP ticket history for “*MEMO*” type payments.  Prior to this build, creation of the memo note could result in a “Duplicate key” message.

·         Corrections to the work order posting routines to avoid potential error messages:  “Object variable not set” and/or “Invalid object name: sy_dist”.

 

05/16/13 v9.3, Build 158.

 

·         An upgrade procedure exists for version 9.3 build 158 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         New payment options in ServicePoint work orders.  When selecting a Pay code to be used when accepting a work order payment on the work order Summary tab, two new selections will be available in addition to the system pay codes:  *DEPOSIT* and *MEMO*.

o   Selecting *DEPOSIT* as the payment type indicates that the payment will be an existing open payment on account in the A/R system.  After this pay code is selected, a window will open, allowing the user to select any open payment amounts available for the work order customer.  The amount of the selected open payment will be applied to the service call.  When the work order invoice is posted, the apply-to document of the payment will be changed to that of the work order ticket history, and the payment item will be marked as closed.

o   The special *MEMO* payment code is meant to be a “comment only” entry.  Selecting *MEMO* as the payment type will allow the entry of a payment amount and reference description.  The amount entered for this type will be reflected in the amount received in the work order summary and also on the printed invoice form.  This payment form will not be posted as a true payment to the A/R system.  A ticket history note will be created indicating that the memo payment was entered on the work order.

·         Enhancement to the scheduling of work order tasks that will extend beyond midnight of the schedule day.  If the new Work calendar is not used, or if the user chooses not to let SP automatically allocate, labor records will be created for subsequent days, using full 24 hour days and without regard for the site’s work calendar, until the full estimated time to repair is met.

·         Database changes for version 9.3, Build 158 (93155to93158.sql)

o   Add column, NON_DIST_PAYMENTS to the tables WORK_ORDER and HISTORY_WORK_ORDER

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.157”

 

05/10/13 v9.3, Build 157.

 

·         Multiple enhancements to the use of the ServicePoint Metered Equipment option for managing pre-sold blocks of support time.

o   Added a “warning level” to the definition of Usage Billing Codes.  The value may only be entered if the code Type is either “Minutes” or “Hours”.

o   Added color coding of warning amount, maximum allowed, and amount remaining levels in equipment meter display.  Appropriate fields are highlighted yellow if within the warning level and red if at (or past) the maximum.

o   Consider pending usage in equipment meter display.  Pending usage is unbilled time that has the “generate usage” box checked in work order labor entry.

o   Automatically post any labor time usage transactions to the appropriate time meter upon work order completion.

o   Reset last reading amount to zero upon posting of contract invoices for any meters that are set up to track hours or minutes.

 

·         Correction to calculation of available time when attempting to automate the allocation of labor time for a task in Scheduling/Dispatching.  Formerly, if no Work Calendar had been defined the application could hang.

 

05/01/13 v9.3, Build 156.

 

·         Allowances for customer equipment that has a single quote, or apostrophe, character within the Model or Serial Number field.  In prior versions, there were some areas in the software that could report an error when processing these records.

·         Correction to ensure that work orders automatically generated as part of the PM’s Due processing get a valid terms code assigned.

·         Correction to a condition that could cause an error to occur when changing tax codes in a work order.

 

04/11/13 v9.3, Build 155.

 

·         An upgrade procedure exists for version 9.3 build 155 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Multiple day scheduling automation using the user defined Work Calendar hours.  If the work calendar (Setup/Work Calendar) has been filled out, scheduling labor in the Scheduling/Dispatching screen will check for available remaining hours in the day to schedule the task.  If insufficient time remains, the user will be asked if they would like to automatically allocate labor according to the work calendar availability.  If the user chooses to let SP allocate, labor records will be created for subsequent days, using the work calendar to determine available hours by day, until the full estimated time to repair is met.

·         Enhancements to the scheduling Gantt Chart tab:

o   Automatically display the work order labor if the scheduled time matches the time clicked in the Gantt chart grid.

o   Display the work order number and customer site name as a tooltip when the cursor hovers over an occupied area of the Gantt chart grid.

·         A new report has been added in this release of ServicePoint: History Contract Invoice.  This report can be found under Reports/Management/Reprint Contract Invoices, and allows the printing of a contract invoice that has been previously printed and posted.

·         Added the current customer email address to the customer zoom window, available in the work order general information tab.

·         Correction to error that could occur when auto-attaching notes from multiple sources to a work order.

·         Database changes for version 9.3, Build 155 (93154to93155.sql)

o   Add columns, SCHED_HRS_ALLOC to the tables WO_LABOR and HISTORY_WO_LABOR

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.155”

 

03/22/13 v9.3, Build 154.

 

·         An upgrade procedure exists for version 9.3 build 154 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Add a new maintenance function under ServicePoint setup, called Work Calendar.  Defining the work calendar allows a user to define the hours normally worked for a business, along with non-working exception dates (holidays, scheduled days off, etc.)

·         The new Work Calendar table has been implemented in the Schedule/Dispatch function.  Color coding of the Month View and Gantt Chart tabs allow dates and times available for scheduling to be easily identified.  A dark grey background is used to denote non-working hours.

·         Correction to preclude erroneous error message in work order parts used.  Under some conditions a message could be given that incorrectly warned of insufficient serial numbers assigned to a part line.

·         Database changes for version 9.3, Build 154 (93151to93154.sql)

o   Add new table WORK_CALENDAR

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.154”

 

03/14/13 v9.3, Build 153.

 

·         Added a menu bar selection to print a work order form directly from the schedule/dispatch screen.  The new selection can be found on the work order tab, grouped with the Notes and Mapping buttons.

·         Allow changing of the service address to which a piece of customer equipment is assigned.  The address ID may be changed by placing the cursor into the Address ID field and pressing F2 to unlock the data.

·         Change the date used for the ticket date when posting ticket history into CounterPoint to support invoices posted within ServicePoint.  The document invoice date will now be used.  Formerly, the current system date was used.

·         Increase the allowable number of characters entered for an equipment serial number in ServicePoint to 30 characters.

 

03/01/13 v9.3, Build 152.

 

·         New feature, Customer Zoom, available in the work order maintenance and view window.  The option is accessed using a toolbar button in the work order “General info” tab, and will display a popup window of additional customer information, including credit check information.

·         Under certain conditions, the invoicing code assigned to a piece if customer equipment under contract could not be modified.  This has been corrected in this release.

 

02/25/13 v9.3, Build 151.

 

·         An upgrade procedure exists for version 9.3 build 151 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         A new method of processing Preventive Maintenances due has been added.  When printing the PM’s Due report, a checkbox now exists to select the Report mode.  “Next PM Only” is the default method, and will work as in prior releases or ServicePoint, reporting and/or opening a work order for the next PM due for equipment.  The new option “All PM’s within range” will open up all potential work orders with the date range selected.  For example, running the process for a month long range of dates will report or open four instances of service for equipment on a weekly PM Schedule

·         Ensure that the tax defaults are properly enforced when a line item is entered onto a work order.

·         Database changes for version 9.3, Build 144 (93144to93151.sql)

o   Add new table CUST_EQUIPMENT_PM_DUE

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.151”

 

02/20/13 v9.3, Build 150.

 

·         A check has been added when selecting a work order for credit memo processing to ensure that the same WO # does not already exist in the open work order tables.  Previously, this could cause a problem in restoring the work order to an unbilled state.

·         Ensure that the tax defaults are properly enforced when a line item is entered onto a work order.

 

02/04/13 v9.3, Build 149.

 

·         A new filter has been added to the service contract selection for invoicing screen.  An individual contract number may now be entered to select a single specific contract.

·         Correction to the processing of contract discounts when posting to the PBS version of ServicePoint.

·         Fix to the GL account lookup in the PBS version of ServicePoint.  A problem existed that could cause the ServicePoint application to freeze when attempting to use the account number lookup function.  This has been corrected in this version.

 

01/15/13 v9.3, Build 148.

 

·         Correction to tax calculation issue introduced in build 147, affecting total parts sales amount in the work order summary screen and the calculation of taxes when selecting work orders for billing.

·         When using the PM’s Due report to open work orders for services due, make allowances for setup information not entered into the SP control information.  Formerly, this could cause an error.

·         A new report has been added in this release of ServicePoint: Contract Expiration.  This report can be found under Reports/Management/Contract Expiration, and allows the printing out of a list of contract that will be expiring within a given date range.

 

12/31/12 v9.3, Build 147.

 

·         Ensure that the proper tax rule GL account profit center is assigned when posting sales tax distributions in the CP SQL version of ServicePoint.

·         Properly assign the taxable status from the tax defaults setup record when auto creating work order additional charges during PM Due processing.

 

12/21/12 v9.3, Build 146.

 

·         Establish compatibility with version 12.02 of PBS from Passport Software.  ServicePoint is Passport “version aware” and will now function properly with PBS version 12.00 up through version 12.02.

·         When automatically opening work orders for equipment via the PM’s Due report, an option has been added to consolidate all equipment for each site onto a single work order per location.

·         Correction to formatting of document numbers posted to Passport PBS.  Ensure that all numeric invoice numbers are right-justified and zero filled.

·         CounterPoint SQL version only.  Utilize the user’s last logged in workgroup to assign the default tax code when automatically opening work orders for PM’s due.

 

12/18/12 v9.3, Build 146.

 

·         When opening a work order for a piece of equipment via the PM’s Due report, and the equipment is on a contract that is within its effective coverage period, ensure that the correct contract invoicing code is assigned to the work order.  Ensure that additional charges, descriptions, and account numbers are also assigned.

 

12/05/12 v9.3, Build 145.

 

·         When a note is displayed automatically during work order entry via the auto-pop note ID, a new option exists in the note window to duplicate the displayed note onto the work order.  The note is attached to the work order by clicking on the duplicate button, located in the top tool bar.  This functionality is now available for customer notes, service address notes, contract notes, and customer equipment notes.

·         Add the ability to print fields from the Inventory Status table when previewing or printing Crystal reports.

 

11/26/12 v9.3, Build 144.

 

·         An upgrade procedure exists for version 9.3 build 144 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Add an option to invoicing codes to allow the time covered by a flat charge to be applied to only the first labor item assigned to a task, or specified to “Apply to total”.  If the apply to total option is selected, all labor time assigned to a task will be accumulated, then the time covered by the flat charge will be deducted from the total.

·         Correction to customer equipment maintenance to ensure that the Next PM Date field updates properly when the Last PM Date is changed by the user.

·         Allow customer equipment lookup functionality in the Work Order Entry Wizard maintenance function, including the ability to add customer equipment on-the-fly.

·         Correction to the Schedule/Dispatch calendar.  Under certain circumstances, the work order count in the monthly calendar grid could contain scheduled item that were not included in the daily view.  This has been corrected in this release.

·         Correction to the GL distribution profit center assignments in the CP SQL version of ServicePoint.  Formerly, when determining profit centers by location, incorrect results could be obtained for the inventory valuation, labor sales, and additional charge distributions.

·         Database changes for version 9.3, Build 144 (93143to93144 .sql)

o   Add columns, APPLY_LBR_TIMES_FLG to the table INVOICING_CODE

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.144”

 

11/01/12 v9.3, Build 143.

 

·         An upgrade procedure exists for version 9.3 build 143 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Enhancements to accommodate the web-based mobile access option.  Entries have been added to the technician setup screen to indicate whether the tech is able to log on to a remote session.  A tech password has been also added for use when accessing the mobile option.

·         Database changes for version 9.3, Build 143 (93141to93143.sql)

o   Add columns WEB_USER_FLG, WEB_USER_PWD, WEB_USER_SEE_OTHERS_FLG, WEB_USER_ADD_OTHERS_FLG to the table SVC_TECH

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.143”

 

10/26/12 v9.3, Build 142.

 

·         Add the ability to insert a new work order task on-the-fly from the Technician Time Entry window.  When the task lookup button is pressed in the tech time entry function and a specific work order has already been selected, the “Add new” button is included in the work order task lookup window.  Clicking the button will invoke the new work order task add window.

·         Allow a manual “Next PM Date” to be assigned in the customer equipment maintenance window.  By default, the next PM date is a locked field that is calculated using the assigned PM Schedule and the last PM date.  In some instances, it may be desirable to manually assign a date for next PM.  This can now be done by pressing the F2 key while in the next PM date textbox to unlock the field and allow manual entry.  After the next PM is processed via a work order, the next PM date will be cleared, allowing any predefined schedule to resume.

·         When automatically opening work orders for PM’s Due, ensure that any notes that should auto-attach are included.  This includes auto-attach notes for customers, service addresses, customer equipment, and service contracts.

 

10/04/12 v9.3, Build 141.

 

·         An upgrade procedure exists for version 9.3 build 141 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Establish compatibility with version 8.4.6 of CounterPoint SQL.  ServicePoint is CP “version aware” and will now function properly with any version of CounterPoint, from version 8.2.7 up through version 8.4.6.

·         Add functionality to allow specific work orders to be sent directly to ServicePoint work order history without invoicing.  For work order status codes that allow invoicing, a new checkbox is available: “Bypass print and post”.  When a work order is changed to a status with this box checked, a button will appear next to the status to send the work order directly to history.  Care should be used, since clicking this button will populate service history but will not post any sales to the accounting system.  Uses for this option could include: declined estimates, canceled jobs, history load, etc.

·         Allow entry of a large number of labor line items (sequence # higher than 32,760 on a single task) via the tech time entry screen.

·         Database changes for version 9.3, Build 141 (93136to93141.sql)

o   Add column BYPASS_INVOICING to the table STATUS_CODE

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.141”

 

09/14/12 v9.3, Build 140.

 

·         Increase in the capability of work orders to allow large numbers of line items.  Formerly, attempting to add a part, labor, or additional charge with a sequence number higher than 32,760 on a single task would result in an overflow error.

·         Correction to an error message that could occur during posting of work orders when interfaced to Dynamics and the option to create SOP Orders is selected.

·         Correction to standard cost markup calculation in GP.  Formerly this method of item pricing would not always produce the desired price.

·         Additional option for tax default in GP.  If the customer selected for a work order has no tax schedule assigned, take the default tax schedule ID from the company setup table.

 

08/21/12 v9.3, Build 139.

 

·         Enhancement to the PBS SQL interfaced version of ServicePoint.  Properly utilize the inventory valuation method, as set up in the IC control information, when assigning the cost to a part used in a work order.

·         If a taxable default setup record is not found in ServicePoint for an AR tax code, default the “Taxable?” check boxes for new line items in a work order to a value of “checked”.

 

08/07/12 v9.3, Build 138.

 

·         When entering labor time onto a work order task that has an associated time block, default the “Generate usage” check box to be a value of checked.

·         Correction to preclude an error that could occur upon posting of a work order invoice to CP ticket history.  If no parts were included on the work order, and error message could be given while trying to determine the correct default inventory location: “Item cannot be found in the collection corresponding to the requested name or ordinal”.  This has been resolved in this release.

·         Properly set the upper case customer name in the SQL customer table while adding a new customer on-the-fly in the CounterPoint version of ServicePoint.

 

07/06/12 v9.3, Build 137.

 

·         Establish compatibility with Microsoft GP Dynamics, version 2010.  ServicePoint is “version aware” and will now function properly with any version of Dynamics, from version 7.7 up through version 2010.

·         Correct lookup issue when keyword searching a table that has a department filter.  If the logged in user had a department assigned, the keyword lookup was not working properly.

 

05/29/12 v9.3, Build 136.

 

·         An upgrade procedure exists for version 9.3 build 136 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Ensure that the spell check window in the note entry function is always in from of the ServicePoint application.  Previously, in some versions of Windows, the spell check window could appear behind the ServicePoint application, making ServicePoint appear to be frozen.

·         Add a new method of work order lookup, by assigned service tech.  The new lookup method may be selected from within the lookup window by pulling down the “lookup” dropdown list.  The selections are by Work order, WO task, and now by Technician.

·         Add departmental filtering ability for Technicians, Service codes, and Invoicing codes.

·         Correct condition under which some customer equipment could inadvertently be detached from a contract.  Formerly, when customer equipment maintenance was entered directly from the menu and a piece if contract equipment was validated by serial number, the contract number could be removed.

·         Database changes for version 9.3, Build 130 (93135to93136.sql)

o   Add column DEPARTMENT to the tables INVOICING_CODE and PROBLEM_CODE

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.136”

 

04/27/12 v9.3, Build 135.

 

·         An upgrade procedure exists for version 9.3 build 135 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Correction to the GL account number validation routines for the Passport SQL version of ServicePoint.  Prior to this build, certain combination of account/subaccount lengths could fail to validate properly.

·         Increase the size of the service tech ID in all ServicePoint tables from 10 to 20 characters.

·         Database changes for version 9.3, Build 135 (93130to93135.sql)

o   Alter Tech ID column in all tables to allow for storage of 20 characters

o   Add column DEPARTMENT to the table STATUS_CODE

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.135”

 

04/02/12 v9.3, Build 134.

 

·         Correction for rounding error that could occur when applying work order discounts.  This problem could cause posted amounts that vary by 1 cent from the printed reports (possibly including invoices).  This fix involves a change to the ServicePoint executable and also to several stock reports.  Custom invoice formats should be checked to ensure that discount formula calculations are rounded to two decimal places.

·         Updated report files distributed in this release: WO listing.rpt, WO listing task.rpt, WO listing no margin.rpt, WO listing brief.rpt, WO Invoice.rpt, WO Bill Edit List.rpt, WO History Listing.rpt, WO History Listing task.rpt, WO History Listing brief.rpt, History WO Invoice.rpt, and WO CR Memo.rpt.

 

04/02/12 v9.3, Build 133.

 

·         A new registration is required to activate version 9.3.110 of ServicePoint.  For registered users, the installation of version 9.3.133 should be followed by the entry of the new registration key, using SpRegister.exe.  If you do not have a registration key for version 9.3.133, please contact us at 866-879-3867, or email to support@rtmcs.com.  Demonstration systems are unaffected.

·         Establish compatibility with version 8.4.5 of CounterPoint SQL.  ServicePoint is CP “version aware” and will now function properly with any version of CounterPoint, from version 8.2.7 up through version 8.4.5.

·         Correction to the Passport SQL compatible version of ServicePoint.  The utility to create model data from inventory items received an error upon execution and has been corrected in this build.

 

03/19/12 v9.3, Build 132.

 

·         Add a work order duplication function for both in-progress and billed work orders.  Clicking on the duplicate icon in the top menu bar of the WO maintenance window will allow the service call currently displayed to be copied to either another current work order, or to a predefined job template.

·         When deleting models or service codes from the setup menu, check for the existence of model/service pricing information.  If found, warn that the corresponding pricing records will be deleted also.

 

03/12/12 v9.3, Build 131.

 

·         Correction to the work order and work order history lookup, when a filter is set.  Under certain conditions, this could cause multiple lines for the same work order to be displayed in the lookup window.

·         Improvements to the routines that automatically update work order status based on labor.

·         Exclude “AR” types when looking up of CounterPoint pay codes.  Leaving a balance due on a ServicePoint work order will, by default, send it to the customer’s AR account.

 

02/27/12 v9.3, Build 130.

 

·         An upgrade procedure exists for version 9.3 build 130 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility if necessary.

·         Added the display of the customer name to the service address maintenance window.

·         Added a Department designation to the work order Status Codes.  If a ServicePoint user has a Department specified in their user ID, only status codes that match the department, or have no department specified, are displayed as choices during lookup and entry.

·         Correction to the automatic update utilities to include the ‘type’ column to the usage_codes table.  The ‘type’ is used to determine if a usage code is defined to be used with a counter representing Uses, Hours, or Minutes.

·         Update to the scripts used to create the db stored procedures via the POS Transfer Trigger.  New code will name the transferred task based on the item used to trigger the process.

·         Database changes for version 9.3, Build 130 (93119to93130.sql)

o   Add column TYPE to the table USAGE_CODE

o   Add column DEPARTMENT to the table STATUS_CODE

 

02/07/12 v9.3, Build 129.

 

·         Changes to the triggers and stored procedures that are used for automated POS transfer to ServicePoint.  Advanced processing has been added to ensure that changes resulting from Holds converting to Tickets and releasing of Orders will properly update the resulting work orders.

·         Updates to allow the user-definition of field labels to remove the model ID and serial # textboxes from the work order task tab.

·         Allow the Model ID to be blank when defining new customer equipment.  Formerly, an error was reported when trying to save.

 

12/21/11 v9.3, Build 128.

 

·         Correction to the posting of a credit memo transaction PBS SQL version of ServicePoint.  Under certain conditions, the AR transaction supporting the credit memo was not being created.

·         Ensure that the correct tax GL account numbers are generated when selecting work orders for billing when interfaced to the release version of PBS SQL.

·         Correction to maintenance of service address to preclude an error message if the changes to an address were saved multiple times during editing.

·         Properly import customer defaults when entering a service work order in the Passport SQL version of ServicePoint.

 

12/02/11 v9.3, Build 127.

 

·         Add the ability to filter the Work Order Listing and the Work Order History Listing reports by the task work category.

·         Do not re-price a non stock item in work order parts if only the quantity is changed.

·         Add display of the customer name on the customer equipment maintenance screen.

·         Correct an issue when interfacing to the release-candidate version of Passport PBS SQL.  The customer name was not being properly displayed in the contract view or maintenance window.

·         Lightened the grid background colors in the schedule week view.

 

11/17/11 v9.3, Build 126.

 

·         Changes to the customer add on-the-fly process.  Add a second line of address.  Allow the changing of labels and removal of fields.  If CounterPoint is in use, check the user’s workgroup to see if auto-assign of customer numbers should always be used.

·         Update the procedures and scripts used to insert the POS Transfer Trigger.  New processing will ensure that a work order is created when the desired conditions are met for either a POS ticket or an order.  Additionally, if the ticket is voided or the order is cancelled, the work order will be removed.  If an order is reinstated, the work order will be re-created.

 

11/01/11 v9.3, Build 125.

 

·         Ensure that work order labor records do not contain “Null” values in the Hours_to_bill, Hourly_Cost, and Hourly_Price columns.  Replace any Nulls found with zeros to avoid any potential problems when posting to the interfaced accounting platform.

·         Enable the ability to automatically popup and/or attach the AR customer notes when opening a work order.  The notes must have the ID assigned, as specified in the ServicePoint control information as an auto-pop or auto-attach note.

·         Use the latest labor date, if available, when determining the last PM date for a piece of customer equipment during work order posting.  If no labor dates of service are available, use the work order invoice date.

 

10/16/11 v9.3, Build 124.

 

·         Do not create a CounterPoint “event” when posting a work order if it is being transferred to POS for billing.

·         Assign work order parts default location from the CP workgroup last logged into, if the ServicePoint user ID matches a CounterPoint user ID.

 

09/26/11 v9.3, Build 123.

 

·         Correct assignment of PS ticket default stocking location and default profit center.  Use the defaults from the posting work order as a default, then use the logged in user’s workgroup if the user ID exists in CounterPoint.

 

08/29/11 v9.3, Build 122.

 

·         Establish compatibility with version 8.4.4 of CounterPoint SQL.  ServicePoint is CP “version aware” and will now function properly with any version of CounterPoint, from version 8.2.7 up through version 8.4.4.

·         Allow access to direct selected functions within ServicePoint at startup.  Invoking ServicePoint from the CounterPoint touch screen or menu, or directly from any other application, can now immediately open a maintenance window.  For the “Command” of the external program, browse to the location of the ServicePoint client, ServicePointClient.exe, on your machine.  The “Arguments” are separated by a single space, and will tell ServicePoint the user ID, company, and the literal for the function to be called. For example, from CounterPoint, using “%SYNUSER% %ALIAS% mnuMaint_CustEqp” as the arguments will invoke ServicePoint, log in as the current CP user and start customer equipment maintenance.

The valid functions enabled as of this build:

“mnuMaint_CustEqp” for customer equipment maintenance

“mnuMaint_Sched” for scheduling/dispatching

“mnuMaint_WO” for work order entry

“mnuMaint_Contracts” for service contract maintenance

“mnuMaint_SvcAddrs” for service address maintenance

 

08/14/11 v9.3, Build 121.

 

·         Improvements to customer equipment processing from within service contract maintenance.  Using the main equipment lookup on the top menu bar of the contract equipment screen, the user will now have the ability to select the equipment on the contract, not assigned to any contract, or both.  Also, improve the ability to look up existing equipment not yet assigned to a contract for any of the customer’s service addresses.

 

08/02/11 v9.3, Build 120.

 

·         Correction to the posting of credit memo transactions to Great Plains Dynamics.  Under certain conditions, GP requires a quantity to be entered into a return type invoicing line to indicate the disposition of the line.  ServicePoint will now include the transaction qty as an “on-hand” return type.

·         Use the last logged into CP workgroup to find the default store for a user, if found in the CP setup database.  This allows the store to more accurately be set in the work order entry screen, and the correct store tax code to default based on the user’s logged in location.

 

06/27/11 v9.3, Build 119.

 

·         An upgrade procedure exists for version 9.3 build 119 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility.

·         Add an option to control information set up to control the type of POS document created when transferring work orders to POS for billing.  The selections are to transfer as an unreleased order, or as a hold ticket.

·         Include the work order tabs in the text substitution that may occur when re-labeling fields in ServicePoint.  Text re-labeling is done using the SP_Labels.ini file in the ServicePoint server install directory.

·         Database changes for version 9.3, Build 119 (93118to93119.sql)

o   Add column POS_LIN_ POS_XFER_AS to the table CONTROL_INFO

 

06/15/11 v9.3, Build 118.

 

·         An upgrade procedure exists for version 9.3 build 118 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility.

·         Added a new setup option to allow service flat-rate pricing based on a combination of Model and Service.  The new pricing setup feature can be accessed under the ServicePoint Setup menu, in a selection called “Model/Service Prices”.  A checkbox, added to the Invoicing Code flat charge setup, allows the user to specify that the model/service price should be used when entering a work order task.  If a valid combination of model and service code is entered into the work order task, the amount set as the flat price will be added to the first additional charge (flat charge).

·         Ensure that any service contract notes that have either the auto-pop note ID in place, or the “Print on WO form” box checked, are presented to the user during entry of all service work orders that have a piece of the contract equipment included.  Also, ensure that any contract notes that have the auto-attach note ID assigned are automatically attached to any work order opened that has a piece of the contract’s equipment included.

·         Correction to the non-keyword type of lookup in searches.  The seeded search by some columns did not work properly due to the construction of the underlying SQL query.

·         Enable the View Contracts function for all ServicePoint platforms.  This menu selection allows users to browse service contracts and drill down to equipment detail, without the ability to make any changes to the contract or equipment info.

·         Database changes for version 9.3, Build 111 (93108to93111.sql)

o   Add new table MODEL_SVC_FLAT_PRICE

o   Add column ADD_MOD_SVC_TO_FLAT_CHG to the table INVOICING_CODE

 

05/31/11 v9.3, Build 117.

 

·         Establish compatibility with version 8.4.3 of CounterPoint SQL.  ServicePoint is CP “version aware” and will now function properly with any version of CounterPoint, from version 8.2.7 up through version 8.4.3.

 

05/20/11 v9.3, Build 116.

 

·         Correction to the customer equipment lookup performed after a customer and location are already selected.  Formerly, an “ambiguous reference” message could be generated.

·         Ensure that any previously calculated zone charges (in a work order’s additional charges) are correctly recalculated if the Zone in the work order General Information is changed.

·         Allow for ticket and line discounts when marking a quantity of a material delivered from within ServicePoint labor.  This applies to tickets created via trigger from a point of sale document only.  Previously, an error could occur if a discount had been given.

 

05/05/11 v9.3, Build 115.

 

·         Ensure that the “quantity on order” columns in all tables are properly adjusted when a service work order is transferred to CounterPoint POS for billing.  This will allow those quantities to remain accurate when the posting process in CounterPoint updates them.

 

04/28/11 v9.3, Build 114.

 

·         Enhancements to the Technician Productivity reports.  Added the ability to select the type of date range to be used when selecting the date range of items to be used for inclusion when printing.

 

03/17/11 v9.3, Build 113.

 

·         Correction to the work order credit memo posting routines when interfaced to the Passport PBS SQL accounting platform.

·         Ensure that parts entries posted to inventory transactions in the PBS SQL platform always have spaces when representing the “Central” warehouse.  Previously, null values could exist, causing the transaction write to fail.

 

03/11/11 v9.3, Build 112.

 

·         Added a new button to the main toolbar in both Invoicing Codes and Predefined Jobs, under ServicePoint setup.  The new button allows duplication of the item currently on the screen to a new name.

·         Correction to the Great Plains version of ServicePoint to preclude error caused by tax codes defined in GP that are greater than 10 characters in length.

 

02/28/11 v9.3, Build 111.

 

·         Establish compatibility with the new SQL version of PBS Software from Passport Software.

·         Correction to Predefined Note maintenance in ServicePoint setup.  Under certain conditions, entering Predefined Notes maintenance on a newly installed system could result in an error.

·         Ensure that equipment auto-pop and auto-attach notes are always processed when entering a new work order.

·         Correction to ensure that work order labor transferred to POS for billing has the correct qty when a “time covered by flat charge” exists in the work order’s invoicing code.

 

02/18/11 v9.3, Build 110.

 

·         A new registration is required to activate version 9.3.110 of ServicePoint.  For registered users, the installation of version 9.3.110 should be followed by the entry of the new registration key, using SpRegister.exe.  If you do not have a registration key for version 9.3.110, please contact us at 866-879-3867, or email to support@rtmcs.com.  Demonstration systems are unaffected.

·         Establish compatibility with version 8.4.2 of CounterPoint SQL.  ServicePoint is CP “version aware” and will now function properly with any version of CounterPoint, from version 8.2.7 up through version 8.4.2.

 

02/10/11 v9.3, Build 109.

 

·         Expansion of the size of the work order number allowed in the work order lookup field in scheduling and dispatching.  Formerly, scheduling a work order with an ID longer than 10 characters could cause an error.

·         Modification to the assignment of the default inventory location when sending a work order to POS as a ticket or to history.  If no parts are used on a work order, use the default store from Control Information and use the store’s default stocking location.

 

01/23/11 v9.3, Build 108.

 

·         An upgrade procedure exists for version 9.3 build 108 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility.

·         Enhancements to allow work order line items that have been transferred to a POS to be updated if any changes are later made in ServicePoint.

·         Correction to the routine that automatically highlights a scheduled event when clicked on in the weekly view in the Schedule/Dispatch window.

·         Database changes for version 9.3, Build 108 (93100to93108.sql)

o   Add column POS_LIN_SEQ_NO to the tables WO_ADDL_CHG, WO_PARTS, WO_LABOR, HISTORY_WO_ADDL_CHG, HISTORY_WO_PARTS, and HISTORY_WO_LABOR

 

01/11/11 v9.3, Build 107.

 

·         Correction to the scheduling function to allow work orders to be selected from the calendar screen, and then assigned to a tech.

 

12/15/10 v9.3, Build 106.

 

·         Added new ability to schedule simple appointments in ServicePoint.  The logged in user must be defined as a “schedule only” type of user, and the schedule screen should be displayed.  To schedule a simple appointment, the insert button (green “plus” sign) is clicked without selecting a work order or CP ticket first.  Simple appointments are meant to simply block out time on the schedule for a specific tech or resource, allocated to a particular customer.

·         Enhancement to the Weekly View tab in Scheduling/Dispatching.  When a grid cell is clicked in the view, the corresponding entry in the Day View panel will be highlighted and the detail for the schedule item will be displayed in the lower labor panel.

 

12/09/10 v9.3, Build 105.

 

·         Added new filtering capability to work orders to allow selection by WO Status.  The new filter may be applied during work order maintenance, viewing of work orders, work order history, and work order lookup.

·         Correction to work order filtering by Service Code.  Previously, selecting an individual service code for filtering was ineffective.

·         Ensure that the user-defined work order profile field type of “date” and “numeric” are properly validated and enforced.

·         Modifications to several reports to correct a condition that could cause labor from a work order to print more than once.  If multiple notes were attached to an instance of labor, the labor line would be duplicated for each note.  If you have a customized version of a work order invoice form, contact us for instructions on making the correction to your custom report.

·         Updated report files distributed in this release: WO listing.rpt, WO Invoice.rpt, WO History Listing.rpt, History WO Invoice.rpt, and WO CR Memo.rpt.

 

11/17/10 v9.3, Build 104.

 

·         Correction to allow multiple invoice notes that have been entered onto a service work order to be successfully transferred to POS.  Formerly, a “duplicate key” message could be received.

·         When a POS order is sent to ServicePoint to create a service/delivery/installation work order, the line items that appear in ServicePoint as parts will now display the literal “(From POS)” when displayed in the work order parts used tab.

·         If the Radiant supplied CounterPoint customization to allow ticket line item notes is installed, ServicePoint will now transfer work order labor notes to the line that is created in CP ticket for labor.

 

11/10/10 v9.3, Build 103.

 

·         Ensure that the proper emailing procedures take place when updating a work order status as a result of labor maintenance in the Schedule/Dispatch function.  If the old or new status contains provisions in its setup for producing an email, follow the same procedure for sending as in work order maintenance.

·         Remove the delay in allowing a Crystal report to close the data connection in the PBS version of ServicePoint, as this should no longer be required.

·         Change the behavior of the Tab key in ServicePoint note maintenance.  When the cursor is located in the body of the note, pressing Tab will now advance to the next word in the note instead of moving to the next control in the note window.

 

11/01/10 v9.3, Build 102.

 

·         A new report has been added in this release of ServicePoint: Technician Applied Hours.  This report can be found under Reports/Management/Tech Productivity, and allows the printing out a detailed analysis of technician hours for a selected time period.  To select this report, click the “Applied hours” option under “Type of analysis”  Hours are listed by type (regular, overtime, special, etc), and are further broken down by chargeable vs. non-chargeable time.  A total of billing is printed by tech during the analysis period, along with an average of billed hours per work order.

 

10/28/10 v9.3, Build 101.

 

·         Add an option to the processing of the PM’s Due report to automatically open the work orders for maintenance due.  Additionally, labor may be pre-scheduled for the task on the calculated PM due date.

·         Increase the delay in allowing a Crystal report to close the data connection in the PBS version of ServicePoint.

 

10/22/10 v9.3, Build 100.

 

·         An upgrade procedure exists for version 9.3 build 100 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility.

·         Implementation of status restrictions when entering transactions in Technician Time Entry.  Specifically, labor entry restrictions, work order “freezing” of changes, and selection for billing will all preclude labor entry.

·         Perform housekeeping routines when closing a Crystal report in the PBS version of ServicePoint.  Attempting to avoid issue with the use of multiple open XDBC connections that causes the application to abort.

·         Database changes for version 9.3, Build 100 (9393to93100.sql)

o   Add column PM_DUE_OPENED_WO_NO to the table CUST_EQUIPMENT

 

10/12/10 v9.3, Build 99.

 

·         Processing of prepaid blocks of support time has been added to ServicePoint.  Usage codes can now be set up to be of a type that tracks uses, hours, or minutes.  When work order labor is entered against equipment that has a “time tracking” usage code assigned, a new checkbox is displayed called “Generate usage”.  Checking this box will cause a meter transaction to be generated for the labor time when the work order is posted.

·         A new menu selection has been added to invoke a work order entry wizard.  This function will allow for a simple work order entry process that is geared towards a customer beginning the entry process for their own repairs.

·         Correction to the registration of the split billing and meter usage options.  Allow these options to be turned on in the Control Information setup for demonstration systems, as well as those systems that are registered for them.

 

09/27/10 v9.3, Build 98.

 

·         Correction to the processing that occurs when aborting the addition of a new work order early in the entry process.  Under certain conditions, the ServicePoint application could hang.

·         Additional option to the schedule calendar display.  The number of work orders represented in a day is now broken down and displayed in the format 99 / 99.  These numbers represent “closed” and “open” labor items, respectively.

 

09/17/10 v9.3, Build 97.

 

·         New report added in this release of ServicePoint: Technician Productivity report.  This new item can be found under Reports/Management/Tech Productivity, and will allow the user to print out a detailed profit analysis of work order history, attributable to each service technician.

 

09/08/10 v9.3, Build 96.

 

·         Multiple corrections to the application of the labor time covered by an invoicing code flat charge.

 

08/30/10 v9.3, Build 95.

 

·         Correction to the service address filter that can be set when in the work order functions.

·         Properly assign the auto-zone charge when a work order service address has a valid travel zone.

·         Adjust the work order labor billable hours for the time covered by the task flat charge.  The time covered by the charge is set up in the task’s invoicing code.

 

08/16/10 v9.3, Build 94.

 

·         Debug version

 

08/12/10 v9.3, Build 93.

 

·         An upgrade procedure exists for version 9.3 build 93 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility.

·         Creation of POS orders from work order entry.

·         Correction in the assignment of the inventory item expense sub account in the PBS version of ServicePoint.

·         Database changes for version 9.3, Build 93 (9389to9393.sql)

o   Add column SENT_TO_POS_FLG to the tables WO_ADDL_CHG, WO_PARTS, and WO_LABOR, HISTORY_WO_ADDL_CHG, HISTORY_WO_PARTS, and HISTORY_WO_LABOR

 

07/21/10 v9.3, Build 92.

 

·         Add the work order sales rep to the Work Order Billing Edit List report.

·         Use a SQL View to perform inventory item lookups in the Passport PBS compatible version of ServicePoint.  This allows the full use of our lookup functionality, while improving the performance by limiting the amount of data requested from the server.

·         Updated report files distributed in this release: WO Bill Edit List.rpt.

 

07/06/10 v9.3, Build 91.

 

·         Allow a specific task to be selected in the Schedule/Dispatch screen before assigning labor to a work order.  When a work order is selected, the default first task is selected.  To switch tasks before adding labor, click on the work order tab to display the work order detail, and use the up/down arrows in the task section to scroll through the available tasks.

·         Enable the use of a large number of defined companies for selection in both the data install utility and the main ServicePoint executable.  Dynamically allocate space for the number of companies in use to allow as many companies as necessary, while maintaining efficiency of memory usage.

 

07/01/10 v9.3, Build 90.

 

·         Allow gift certificate type of payments for work orders in the CounterPoint version of ServicePoint.  A prepaid gift card may be used as a payment method, and the amount charged will be removed from the card remaining balance.

 

06/25/10 v9.3, Build 89.

 

·         An upgrade procedure exists for version 9.3 build 89 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility.

·         Allow ServicePoint to auto-assign the next customer properly when adding a customer on-the-fly, and the next customer number is non-numeric.  For example, 1-20023, ABC000631, etc.

·         Make updates to the customer equipment field Model ID a protected change.  After the model has been established, the field on the screen will be locked.  To force a change of model, the user will be required to press F2 to unlock the field.  After changing, model defaults such as warranty, PM schedule, manufacturer, category, and sub-category will be brought in from the new selection.

·         When applying parts from a pre-defined job, make sure that the pricing type option of the pre-defined part is brought over to the work order.

·         Added Technician Schedule report to the available menu items for a schedule-only type of user.

·         Correction to the routine that determines GL distribution posting accounts for credit memo work orders in the PBS version of ServicePoint.

·         Database changes for version 9.3, Build 89 (9387to9389.sql)

o   Add column PRICING_TYPE_FLG to the table PREDEF_JOB_PARTS

 

06/11/10 v9.3, Build 88.

 

·         Ensure that labor and parts costs are properly assigned when bringing in these types of lines to a work order from a predefined job.

·         Correction to schedule clock-in without a work order or CP order.  In some cases, scheduling of resources through the clock-in/clock-out function is done to reserve time, and then create a hold ticket in CounterPoint upon completion.  Due to the enforcement of labor entry restrictions done in the previous build, and error condition was introduced when attempting to schedule in this manner.  This has been corrected in this release.

·         Ensure that the user’s saved Gantt chart row height is always applied in the schedule/dispatch screen.

·         If an error occurs when saving a customer added on-the-fly, rollback the uncommitted SQL transaction. Save errors can occur from user-defined validation procedures, or from invalid entry fields.

 

06/07/10 v9.3, Build 87.

 

·         An upgrade procedure exists for version 9.3 build 87 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility.

·         Enforce any labor entry restrictions from a work order’s invoicing code when attempting to maintain labor from the schedule dispatch board.  Formerly, a user could circumvent labor restrictions through this function.

·         Do not attempt to apply work order filters if the Cancel button is pressed in the filter entry window.  Previously, this was performing redundant data retrieval, resulting in an unnecessary delay.

·         Added the ability to prorate a first invoice for a contract.  If the checkbox to prorate is checked, the amounts calculated will be based on the number of days from the contract start date and the next invoice date.  A daily amount will be determined using the amount to bill per cycle and the length of the billing cycle.  The amount charged for the first billing period will then be the product of the number of days to be prorated and the daily billing amount.

·         Database changes for version 9.3, Build 87 (9385to9387.sql)

o   Add column PRORATE_1ST_BILL_FLG to the tables CONTRACT and HISTORY_CONTRACT

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.87”

 

05/17/10 v9.3, Build 86.

 

·         Added a new field, Equipment removal date to the customer equipment table and to the equipment maintenance/view functions.

·         Correction to the posting of general ledger distributions for work order discounts in the PBS compatible version of ServicePoint.  The receivable amount posted will now be for the discounted amount, with an entry to the invoicing code discount account used to balance the receivable against the full sales distribution amounts.

·         Fix to the GL account lookup in the PBS version of ServicePoint.  Using a keyword search on the Account No field was resulting in an “ambiguous field” error.  This has been corrected.

·         Updated report for the PBS version: CR Memo.rpt.

 

05/03/10 v9.3, Build 85.

 

·         An upgrade procedure exists for version 9.3 build 85 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility.

·        System-wide modifications to rounding routines for mathematical calculations.  Ensure that rounding in all cases is done consistently as symmetrical common mathematical rounding.  Every incidence in which the significant digit to determine direction of rounding is 5, always round to the next digit away from zero.

·            Database changes for version 9.3, Build 77 (9377to9385.sql)

o   Add column REMOVAL_DATE to the tables CUST_EQUIPMENT and HISTORY_CUST_EQUIPMENT.

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.85”

 

04/26/10 v9.3, Build 84.

 

·         Clock-in reservations.  When logged into the schedule screen as a schedule-only type of ServicePoint user, using the clock-in button without pre-selecting a work order will create a “hold” ticket in CounterPoint.  When the clock-out function is used, a line will be released to the hold ticket that can then be retrieved in CP POS and cashed out as a regular register ticket.  This function was designed to be used as a reservation or short-term scheduling system, where a time-based billing model is desired. (billiards/game room, bike/skate/ski rentals, etc).

·         Make the grid rows in the scheduling Gantt chart sizable by the user.  The height of the rows in the Gantt chart may be adjusted by clicking and dragging.  The new size will be stored by user and will be recalled upon entry into the scheduling module.  This was done to facilitate use by touch screen users, and will enhance the ability to do clock-in reservations on a touch screen register.

·         Ensure the correct calculation of the equipment warranty end date during work order task entry.  Under some conditions, then end date was being determined incorrectly.

·         Consider the line discount for work order parts when creating sales distributions in the PBS compatible version.  Formerly, the line level parts discount could cause an out of balance set of distributions for a work order.

·         Code to allow for an invalid registry entry for lookups that allow a selection from multiple views.  Previously, if the registry entry for “type of lookup” contained an invalid value, hanging could occur.

 

04/15/10 v9.3, Build 83.

 

·         In all lookup windows, clear any prior search keywords when changing sort columns.  Previously, if the sort column was changed after beginning a search, hanging of the application could occur.

·         Correction to routines that check for work order labor scheduling conflicts.  If a labor item existed for the same day as some labor that was being entered/updated, but the existing item had no schedule time entered, an error message stating “Invalid use of null” was being generated.

 

04/12/10 v9.3, Build 82.

 

·         Added an option to service work order invoice printing to allow using the work order number as the system invoice number.  Checking the box below the starting invoice # will enable this feature.

·         Corrections to the PBS compatible version of ServicePoint.  Always create the correct tax code distribution account numbers when selecting a work order for billing.  Also, allow for posting of the same inventory item number for multiple invoices in the same run without encountering a “key duplication” message.

·         In all lookup windows, clear any prior search keywords when changing sort columns.  Previously, if the sort column was changed after beginning a search, hanging of the application could occur.

 

04/09/10 v9.3, Build 81.

 

·         Correction to work order posting account numbers for sales in the PBS compatible version.  Under certain conditions, the profit centers were not being correctly formatted, resulting in an invalid account number in sales distributions.  This has been corrected in this version.

 

04/05/10 v9.3, Build 80.

 

·         Ensure that when a newly entered service contract is saved, the same contract remains displayed on the screen.

·         Added a new tab to the service address maintenance window for systems that post readings to an address.  The Usage History tab will display the past 12 months of usage figures, along with a graph depicting readings by month.

·         Correction to notes processing to avoid an error occurring upon entry to notes for the first time in a new system.  Formerly, an error message would be displayed upon invoking any notes window and the program would terminate.

·         Addition to the feature to push an order in CounterPoint over to ServicePoint automatically.  When creating the work order, any notes entered in CP for the order will be transferred to ServicePoint as work order notes.  If you have previously installed the POS transfer trigger in ServicePoint, you must delete and reinstall the trigger after installation of this build to avoid the problem.  For a full description of this functionality, please refer to the release of 01/06/10 v9.3, Build 71.

 

04/01/10 v9.3, Build 79.

 

·         Properly assign the work order parts location when multi-warehousing is not in use in the Passport PBS compatible version.

 

03/30/10 v9.3, Build 78.

 

·         Allow the entry of “Quantities delivered” for work orders created directly as a result of an order entered into Point of Sale.  This feature is designed to be used in the delivery of bulk materials, such as crushed stone or mulch.  The entry of the quantity may be performed by using a button in work order labor, labeled “Qty Deliv”.  The quantities delivered are logged into a new line in the order, representing the actual quantity of material sent.  Delivered quantities are also subtracted from the original ordered line.  When the deliveries are complete, the original order line will be removed.  This allows billing of the actual quantity delivered for the order, as the delivered quantity may vary slightly from the original order.

·         Added a new filter for Service City to the service schedule and to work order maintenance/viewing, allowing segregation of service work by town.

·         Ensure that the customer name and address information are put into the tooltip of the customer number in work order maintenance and view functions.  This allows the full accounting customer information to display when the mouse pointer is placed over the customer number.

·         Limit the entered description for a predefined job to 30 characters.

·         Correction to tax calculation routines in the Passport PBS compatible version that could formerly cause a system hang when no tax was asserted.

 

03/15/10 v9.3, Build 77.

 

·         An upgrade procedure exists for version 9.3 build 77 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility.

·         Addition of a checkbox to the control information “Flags/Other” tab to allow the selection of ServicePoint behavior when insufficient inventory is available for parts added to a work order.  The choices are: Ignore, Warn, and Disallow.

·         Added street address to the ServicePoint service address lookup window.

·         Ensure that the current task is displayed when adding labor to a predefined job.

·         Correction to contract lookups when sorting by the Contract number column and performing a keyword search.  Formerly an error message could be displayed.

·         Database changes for version 9.3, Build 77 (9371to9377.sql)

o   Add columns REQUESTED_SCHED_DATE, and INVENTORY_OVRD_FLG to the table CONTROL_INFO.

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.77”

 

02/19/10 v9.3, Build 76.

 

·         Adjustments to the credit checking routine to allow for customers whose outstanding balance is equal to their credit limit. Also, allow for credit checking to be bypassed completely for customers that have the value “SKIP” in their Credit Rating field.

·         Allow for a predetermined date to be set when entering the schedule screen.  This provides for the passing of a requested schedule date from the POS order entry screen when scheduling resources directly from CounterPoint.

 

02/16/10 v9.3, Build 75.

 

·         Correct a problem that could arise in scheduling due to certain date localization settings.  If the Windows date format was set to dd/mm/yyyy then date calculation errors could occur upon entering a schedule/dispatch window.

·         Ensure that a customer that has an outstanding balance over their allowable credit limit will trigger a credit warning when a new work order is started.

·         Updated trigger creation script for automatic addition of delivery or installation work orders when saving a ticket in CounterPoint.  Previously, editing an existing triggered order or posting a triggered document could result in an error.  If you have installed the POS transfer trigger in ServicePoint, you must delete and reinstall the trigger after installation of this build to avoid the problem.

 

02/01/10 v9.3, Build 74.

 

·         Added POS document line Sub-Category to the available selections for transfer trigger generation.

·         Added the ability to select between the regular item description and the long description in CounterPoint inventory part lookups.  The preferred lookup may be selected via a drop-down combo box in the lookup window.

·         Changes to the Work Order Billing Edit List report.  Improvement to the readability of the report layout, and margin amounts and percentages have been added.

·         Adjustments to the procedure for logging and storing the SQL Server login information for the PBS compatible version.  This corrects an error during initial setup of the database on a new system.

·         Ensure that the last selected font during note maintenance is always used as the default font for entering a new note, as well as for predefined notes.

·         Updated report files distributed in this release: WO Bill Edit List.rpt.

 

01/23/10 v9.3, Build 73.

 

·         Correction to the customer lookup when printing the Work Order Profit Analysis report.

 

01/18/10 v9.3, Build 72.

 

·         Correction to service work order posting.  An error message could be generated under certain conditions when posting a work order with payments into ticket history for CP 8.3.8 and later.  This has been corrected in this build.

·         An error could occur when posting transferring a work order to point of sale version 8.3.9.  If a labor line with no hourly charge existed on the work order, the message “Non-nullable column cannot be updated to null” could be given.  This has been corrected in this build

 

01/06/10 v9.3, Build 71.

 

·         An upgrade procedure exists for version 9.3 build 71 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility.

·         New feature to trigger an email to a tech or customer upon change of work order status.  A setup option within the work order status code maintenance allows this to be specified.  Checkboxes for notifying the latest active tech on the work order and/or the customer will be included.  A Crystal Report format is used for formatting the message to the tech or customer.

·         New feature to push an order in CounterPoint over to ServicePoint automatically.  A function has been added to ServicePoint to define a SQL trigger in the CounterPoint database that will automatically create a work order in ServicePoint when requested by the user. This will allow a CP document that has a certain type (order or ticket), a line with a certain item number, or a line item with a certain category attached, to schedule a service work order immediately upon saving the order.  The new option can be found under “Utility / Database Maintenance / Maintain POS transfer trigger”.

·         When using the “Clock-in/Clock-out” function in the Schedule/Dispatch screen to immediately assign a resource to a work order or CP ticket, do not default a schedule date and time.  This allows the assigned resource to be placed into the slot on the board that corresponds to the current date and time.

·         Adjustment to database table access for tax calculation in work order view or maintenance to allow for tax codes that may not exist in the accounting system.  Previously, a hang could occur while trying to retrieve the tax information for the Summary tab.

·         Correction to direct printing of reports when one of the following tables is used in the report: GL Accounts, SY Distributions, or AR Terms Code.  Previously, an error could occur with a message that the table was not found.

·         Database changes for version 9.3, Build 71 (9363to9371.sql)

o   Add columns EMAIL_CHNG_TO_FLG, EMAIL_CHNG_FROM_FLG, EMAIL_CUST_FLG, EMAIL_CUST_FORM, EMAIL_TECH_FLG, EMAIL_TECH_FORM, EMAIL_THIS_ADDR, and EMAIL_THIS_FORM to the table STATUS_CODE.

o   Add column ESTIMATED_COMPL_DATE to the tables WO_TASK and HISTORY_WO_TASK.

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.71”

 

12/14/09 v9.3, Build 70.

 

·         Correction in scheduling CP orders in ServicePoint Scheduling/Dispatching:  When assigning a resource to the schedule, retrieve the CP order line price as the hourly rate.  When completing the resource stop date/time ensure that the hours to bill is sent back to the line as the quantity to bill.

·         Ensure that the variable caption and column headers are properly replaced in all lookup windows if they are included in the customized label file, sp_labels.ini.

·         Added a “Clock-in/Clock-out” function to the Schedule/Dispatch screen.  Using this button will automatically enter the start date and time for a labor record that does not yet have one, or will default the end date and time for a labor item that has already started.  This button can greatly simplify the immediate assignment of a resource to a work order or CP ticket by selecting the WO or thicket, then clicking.  This will effectively add a new labor record to the selected order, immediately defaulting the start date and time to the current values.

 

12/09/09 v9.3, Build 69.

 

·         ServicePoint now has a version for direct interface with Passport Business Solutions accounting from Passport Software, Inc.  The Passport version will run with versions 11.7 through 12 of PBS, as of this release.  Access to the PBS data is done through the use of an AcuXDBC data source, which must be purchased and set up separately.  The ServicePoint database is MS SQL, requiring an instance of Microsoft SQL Server to be installed.

 

12/04/09 v9.3, Build 68.

 

·         Correct a condition that could cause an error when changing the type of service call lookup using the drop down combo box.  If a value had already been entered into the keyword lookup field, an “Invalid column” message was received.

·         Simplify the process of scheduling a tech or crew for a work order in the Schedule/Dispatch screen.  If a specific technician’s schedule is being viewed, use that tech by default when assigning a new work order to the calendar.

 

12/03/09 v9.3, Build 67.

 

·         Data driven screen labels - Users may now custom-tailor any menu selection or screen label within ServicePoint to suit their specific needs.  Setting custom labels can help make ServicePoint more specialized for a specific industry or individual business.  To change labels, edit the file SP_Labels.ini, located in the server install directory.

 

11/18/09 v9.3, Build 66.

 

·         Debug version.

 

11/12/09 v9.3, Build 65.

 

·         Improve posting efficiency to help avoid SQL timeout issues when retrieving recordsets from very large system tables.

 

11/03/09 v9.3, Build 64.

 

·         Corrections for recordset handling issues related to the data access changes in build 63 of ServicePoint.

o   Lookups – Sorting by some columns was not re-ordering the displayed recordset properly.  Entering a value into the field lookup text box did not result in a filter being applied.

o   Distributions – GL distributions were not properly created with the updated GL account size in the version 9.3.63 database.

o   CP ticket history was not being accurately created for work order posting for service calls with multiple parts assigned.

·         Correction to creation of CP ticket history for service contract posting.  If the CP SQL version is later than 8.3.8, certain conditions were causing the ticket history header to not be written properly.

 

10/27/09 v9.3, Build 63.

 

·         New utility recordset logic for accessing both accounting system and ServicePoint tables.  Ensure that only one database connection is used for increased efficiency in data retrieval.

·         Set table path for AR_TERMS_COD table in report printing or viewing.  This allows columns from the terms code to be included in ServicePoint reports and forms.

·         Database Changes for version 9.3, Build 63 (9339to9363.sql)

o   Alter GL account number columns in all tables to allow for storage of the largest possible account number in PBS.

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.63”

 

09/25/09 v9.3, Build 62.

 

·         Ensure that the CounterPoint profit center method, as defined in account codes, is enforced upon work order transfer to POS.  Each line’s inventory account code will be used to populate the resulting PS order line with the proper profit center.

 

09/03/09 v9.3, Build 61.

 

·         Improved data error checking when a new PM Schedule is defined under ServicePoint setup.

·         Correction to Usage Code maintenance to avoid error message that could occur under certain conditions.  The error "Row handles must all be released before new ones can be obtained" could be received previously, and further processing of the code would not be allowed.

·         Limit the characters in the phone number transferred to the invoice header during posting to Great Plains.  Only the first 20 characters my be sent to the Dynamics table.

 

08/28/09 v9.3, Build 60.

 

·         Correct an error condition that could occur during posting of work orders into Great Plains version 10.  Formerly, when attempting to post, a runtime error could appear stating “Multiple-step OLE DB operation generated errors”, and posting would not continue.

 

08/11/09 v9.3, Build 59.

 

·         A new registration is required to activate version 9.3.59 of ServicePoint.  For registered users, the installation of version 9.3.59 should be followed by the entry of the new registration key, using SpRegister.exe.  If you do not have a registration key for version 9.3.59, please contact us at 866-879-3867, or email to support@rtmcs.com.  Demonstration systems are unaffected.

·         Establish compatibility with version 8.3.9 of CounterPoint SQL.  ServicePoint is CP “version aware” and will now function properly with any version of CounterPoint, from version 8.2.7 up through version 8.3.9.

·         Correction to a condition that could occur when transferring a work order to point of sale for invoicing.  If the WO to be transferred contained a labor record with no hours to bill, an error message could be displayed and the resulting CP order would not contain the labor line.

 

08/03/09 v9.3, Build 58.

 

·         Correction to calculation of service contract tax amounts when assigning tax code by individual line service address.

·         Correction to the lookup of contracts by customer number in the Great Plains Dynamics version of ServicePoint.  Formerly, an error message could be received indicating an ambiguous lookup column name.

 

07/06/09 v9.3, Build 57.

 

·         Added an option to select the customer tax code during add on-the-fly.

·         Make the notes entry window a unique process, tied to the window that opened it.  This will allow multiple note windows to be opened from different maintenance functions simultaneously.  Also, ensure that the calling maintenance window cannot be closed while the note window is still open.

·         Correction to copy/paste routine while editing a rich-text note in ServicePoint.  Previously, pasting could add the clipboard contents to the note twice.

 

06/25/09 v9.3, Build 56.

 

·         Provisions to allow the use of customers from CounterPoint or Dynamics that contain the single-quote character in the customer ID.  Previously, several areas of ServicePoint maintenance and reporting could generate an error message when a customer of this type was used.

 

06/22/09 v9.3, Build 55.

 

·         Improve the assignment of the CounterPoint station ID when transferring a work order or contract to POS, or when creating ticket history.  Ensure that the station being used is attached to the assigned store.

 

06/18/09 v9.3, Build 54.

 

·         Enhance the ability to use user-supplied work order numbers.  When keying in a work order number manually and then using a predefined job ensure that the tasks are properly assigned to the work order.

·         Improvements to service contract equipment entry.  When entering a new piece of equipment onto a contract search for a match on customer, location, model and serial.  If there is an existing piece of equipment that is not currently connected to a contract, display that item with the opportunity to attach to the contract currently being maintained.

 

06/16/09 v9.3, Build 53.

 

·         Correction to scheduling/dispatching when interfaced to Dynamics.  Formerly, when starting the schedule screen in this version an error message would be given and the application could hang.  This has been corrected in this build.

·         When creating Dynamics invoice lines created during posting of work orders, inventory value and COG distributions were not being created under certain conditions.  This only occurred if the type of interface selected in ServicePoint control information is to Sales Orders, and has been corrected in build 53.

 

06/11/09 v9.3, Build 52.

 

·         Alter the document number used when creating ticket history into CounterPoint.  When a service contract or work order is posted in ServicePoint, the AR open item is always created using the invoice number as the document.  In versions of ServicePoint prior to this build, the contract number or the work order number was used as the ticket number in the resulting ticket history.  This practice caused the customer statements, when printed in “apply-to” order, to be unable to print the line item detail.  As of this build, the ticket history created in CounterPoint will use the invoice number as the ticket number.  An activity record will be created for the ticket history that contains a reference to the contract or work order responsible for the ticket post.

·         Correction to allow a user-entered alphanumeric work order number to be used in the Dynamics version of ServicePoint.  Formerly, when posting a work order that had alpha characters in the work order number, an error could occur during posting.

 

06/04/09 v9.3, Build 51.

 

·         After altering the customer on an existing work order as a protected change, update the work order name, address, and contact information upon a change of service address.

·         Ensure that all quantities of labor and additional items are considered “fulfilled” when sent to GP Dynamics SOP during posting.  This correction only applies to those ServicePoint systems interfaced to Dynamics, where the control file option is selected to post invoice transactions to sales orders.

·         Correction to allow additional charge items that have no sales amount to be properly posted Great Plains Dynamics.

·         When posting work orders or contracts to CounterPoint, create document history tax records for all appropriate tax authorities, even if the calculated tax amount for the authority is zero.  This more closely matches the processing for CP tickets, and will allow complete sales reporting for taxes in CP.

 

06/01/09 v9.3, Build 50.

 

·         Support for entry of “gridded” inventory items.  Add a popup window in work order parts maintenance for items set up as tracking grid information.  Grids are used to track specific combinations of item attributes, such as size, color, year, weight, etc.  Entering the grid information on work order parts will allow the information to print on work orders, invoices, and other work order reports.  The grid information will also be sent to the CP ticket files and ServicePoint history upon posting.  Proper quantities will be committed and relieved for the combination of attributes selected.

·         Updated report files distributed in this release: WO listing.rpt, WO Bill Edit List.rpt, WO Form.rpt, WO Invoice.rpt, WO History Listing.rpt, and History WO Invoice.rpt.

 

05/18/09 v9.3, Build 49.

 

·         Add a grid to the service contract maintenance screen to display a list of work orders billed against a contract.  A tab has been added to the bottom of the screen that will allow the user to toggle between the list of contract equipment and the list of work orders.  For metered equipment users, a third tab for accumulated contract meters will be available.

·         Additional processing when posting service work orders and contract to version 8.3.8 and later of CounterPoint SQL.  Ensure that the unique document ID assigned to an invoice is updated in the resulting open item.  This allows a linkage to be established between the AR document and the ticket history tables.

 

05/13/09 v9.3, Build 48.

 

·         When looking up work orders by task, suppress the display of the work order dispatch note.

·         Add an Address ID column to the service contract lookup window.  If a single service contract has equipment attached from multiple service addresses, multiple lines will appear in the lookup.

·         Ensure that the “Keyword” entry field has focus by default in all lookup windows.

·         Change handling for all work order maintenance recordsets to avoid the message “Operation was canceled” that could occur under certain conditions when saving a work order.

 

05/06/09 v9.3, Build 47.

 

·         Correction to the lookup of CP Schedule orders when interfacing to CP SQL version 8.3.8.

·         Added work order tax amount back into the WO History Listing report.  During the last update to this report, it was inadvertently removed.

·         Adjustments to cost amounts sent to CP version 8.3.8 when transferring specific line items to POS for billing.  Non-inventory items will get the cost_of_sls_pct sent to the price/cost table, and the true cost of labor and additional items are now passed to the CP ticket as the entered cost.

·         Updated report file distributed in this release: WO history listing.rpt.

 

04/28/09 v9.3, Build 46.

 

·         Added columns to the lookup for CP Schedule Orders in the ServicePoint schedule screen.  The order ship date and ship zone have been added.

·         Adjustment to the creation of ticket line entries created in version 8.3.8 of CounterPoint, when transferring a work order to POS for billing.  When releasing the resultant order in CounterPoint, the line cost was not being properly calculated prior to this release.  This has been corrected in this build.

·         Disallow work order credit memo processing for cash customers.

·         Correction to column names posted to a Great Plains invoice batch when GP transactions are set to post as “Invoices” in ServicePoint control information.  This prevents an error that could prematurely abort work order invoice posting.

 

04/23/09 v9.3, Build 45.

 

·         Change the way that customer address and phone number searches are done in ServicePoint.  In previous versions, the ServicePoint service address table was used to do a lookup when attempting to find a customer by address or phone number.  As of this build, a SQL union of the customer table from the accounting platform and the service address table from ServicePoint is done to provide a complete listing of all available customers on the system.

·         Allowance for temporary ServicePoint registration.  Registration keys for temporary trial use may now be used.  These keys will contain a date of expiration, at which time the program will revert to demonstration mode.

·         Correction to the selection of labor to be included when printing the Technician Schedule report.  Formerly, requesting a selected date range using the labor start date would not work as expected.

 

04/14/09 v9.3, Build 44.

 

·         Correction in the interface to Great Plains Dynamics.  Allow overwriting of work order parts descriptions for inventory items not specified as “sales inventory” type.

 

04/13/09 v9.3, Build 43.

 

·         Provide for auto-login into the ServicePoint software when called directly from CounterPoint.  With the proper setup, starting ServicePoint from a CounterPoint menu selection or from a button in Point of Sale will pass the currently logged in CounterPoint company and user information directly to the ServicePoint program.  This functionality requires updating the ServicePoint Client application to at least version 2.2, build 1.  Please contact RTM for assistance in installing the correct Client and setting up this functionality.

·         Allow customer service addresses to be added on-the-fly from work order maintenance and customer equipment maintenance.  The service address lookup window will now have an “Add new” button that can be used to call up the service address entry window.

 

04/07/09 v9.3, Build 42.

 

·         Correction to the joining of tables for order lookup, when interfaced to CounterPoint version 8.3.8.  The document line was not being included in the returned results.

·         When selecting a work order for billing to a cash customer, a check is run to see if there is a balance due.  Prior to this version, a rounding error could occur, causing a message to be displayed and disallowing the selection of the work order.  This has been corrected in this release.

 

04/06/09 v9.3, Build 41.

 

·         If the currently displayed work order tab is Task Detail, Labor, Parts Used, or Additional Charges and there are pending changes, clicking on a different tab will now trigger an automatic save.  This ensures that all components of a work order section are saved before working on a different section.

·         When automatically changing work order status based on maintenance to service labor, do not immediately implement any status restrictions.  This allows labor to be completed and other changes to be made when the completed status freezes work order changes.

 

03/30/09 v9.3, Build 40.

 

·         Update the methodology used to perform profit center substitution in Focus service call posting.  When assigning a profit center from CounterPoint (store, location, etc), assume that the profit center is set up as a masked account number (i.e. XXXX-100), where the actual profit center is in its proper location.

·         Change recordset handling to avoid the message “Operation was canceled” that could occur under certain conditions when saving a work order.

 

03/25/09 v9.3, Build 39.

 

·         An upgrade procedure exists for version 9.3 build 39 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility.

·         New option: Scheduling of CounterPoint orders from within ServicePoint.  A CP order may now be scheduled in ServicePoint without adding a work order first.  This can be done for any order having a line item with the item category of “SCHED”.  Unchecking the “Service orders” option box at the top of the ServicePoint schedule window, allows lookup of the CP orders to be scheduled.  Assigning a tech to the order will update the order sched line item reference with the schedule date info.

·         New multi-industry demonstration data install utility.  We have released a new version of our demo data install module that will allow selection of data for different type of companies.  Until the next full build of the ServicePoint setup module, this will be available as a download from our website.

·         Enhanced customer equipment lookups.  Two different types of customer equipment methods are now allowed:  Equipment, serial number, and Equipment, tag ID.  Also, the customer name is now included as one of the sortable lookup grid columns in both methods.

·         Implement profit center substitution in Focus service call posting.  New checkboxes have been added to the ServicePoint invoicing codes to allow distributions to be modified based on the account code setup in CounterPoint.  If these boxes are checked, and a specific profit center method is assigned in CP, the specified method will be used to build the GL distribution account when posting.

·         Added additional checks to the posting of ServicePoint transactions to the SOP module in Dynamics to ensure that null values are not introduced into the GP database.

·         Correction to service address maintenance.  Properly enforce the flag set in Control Information that allows, or disallows, service address contact information to be overridden for “Main” addresses.

·         Database Changes for version 9.3, Build 39 (9335to9339.sql)

o   Add columns LBR_ACCT_PFT_CTR_FROM_ITEM and MISCACCT_PFT_CTR_FROM_ITEM to the table INVOICING_CODE

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.39”

 

02/06/09 v9.3, Build 38.

 

·         Debug version.

 

02/05/09 v9.3, Build 37.

 

·         When electing to post ServicePoint invoice to the Dynamics SOP module, allow for version 9 Great Plains table constraints when transactions are created.

 

01/14/09 v9.3, Build 36.

 

·         Added a new option for posting in the Great Plains Dynamics version of ServicePoint.  The user now has control over where the resulting invoices will be sent.  On the Control Information “Flags” tab in setup, a new radio button exists, called “Post Great Plains transactions as”.  The choices are Sales orders or Invoices.  Selecting Invoices will cause ServicePoint to post as in previous versions, creating invoices in Dynamics as an Invoicing Batch.  If the Sales orders option is selected, the resulting invoices in Dynamics will be created in a Sales Batch.

·         Correction to preclude error occurring upon startup of ServicePoint when no registration has been entered.

 

12/20/08 v9.3, Build 35.

 

·         An upgrade procedure exists for version 9.3 build 35 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility.

·         Implement licensing for a new type of ServicePoint user, “Schedule-only”.  Two separate user counts will be tracked as of this build.  Full users will be tracked as in previous releases of ServicePoint, while the schedule-only users will be tracked via a new flag in the ServicePoint user setup function.  If schedule-only users have been licensed on the system, an option button will now appear in user setup called “User type”.  Upon login to ServicePoint the user type will be used to determine the pool of users to be used for entry into the system.  A schedule-only user will be limited to viewing and entry of schedule items.

·         Database Changes for version 9.3, Build 35 (9326to9335.sql)

o   Add column USER_TYPE to the table SP_USER

o   Add column GP_TRX_TYPE_FLG to the table CONTROL_INFO

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.35”

 

12/10/08 v9.3, Build 34.

 

·         Ensure that all types of profit center methods for CounterPoint inventory distributions are properly supported.  Specifically, the profit center method of “Store” must be taken from the work order first, followed by the ServicePoint control information store value.

 

12/04/08 v9.3, Build 33.

 

·         Update to the ServicePoint client program.  Enhance the ability of the client to locate the ServicePoint server install on systems with limited permissions, or when accessing the software via Terminal Server.  The build of the ServicePointClient.exe file is 2.1.0.

·         Correction to error message that could occur during service contract invoice posting.  If the CounterPoint SQL version in use was prior to 8.3.8, and error could be given indicating an invalid table name, “ps_tkt_hist_contact”.  This has been corrected in this build.

 

11/12/08 v9.3, Build 32.

 

·         Changes all “Problem code” references to “Service code”.  This new terminology more accurately reflects the purpose of this setup item, as it is used to represent the type of service to be performed on a service task.

·         Correction to columns updated in the CounterPoint ticket file during transfer of a work order to POS for billing.  Formerly the ORD_TOT and ORD_TAX_AMT fields were not being saved under certain circumstances.

 

10/20/08 v9.3, Build 31.

 

·         Changes to the posting routines in ServicePoint that should preclude getting a duplicate key error on the distribution file (IVC10300) in the Dynamics database.  Even though this would only occur if the same invoice number is re-used, ServicePoint will now check for existing distributions entries, and increment the sequence # when necessary

 

10/11/08 v9.3, Build 30.

 

·         In notes maintenance, ensure that the button to apply a predefined note is always properly enabled.

 

10/10/08 v9.3, Build 29.

 

·         Allow the insertion of graphic images in-line on ServicePoint notes.  When a document, picture, or other object is dragged (or cut and pasted) into a note, it becomes an embedded object.  An icon then appears in the note, which will display the linked item when clicked.  A new button has now been added to the notes toolbar to allow direct insertion of a picture file into the note.  Clicking the button will open a browse window to select a picture file.  Selecting a file will bring the image into the note, storing it directly in the SQL database notes tables.

·         Correction to rounding error that could occur when billing fractional quantities of labor hours or inventory parts used.  Under certain conditions, totals could be calculated that were resulting in distribution posting that was out of balance by pennies.

·         General improvements to notes processing in ServicePoint.  Modify the spell checking routines to preserve the formatting of text, including font, color, layout, and inclusion of pictures.  Also, allow the note entry screen to resize dynamically when the window size is changed.  Save the size and position of the notes window for restoration upon reentry.

·         Updated report files distributed in this release: WO bill edit list.rpt, WO listing.rpt., WO history listing.rpt, WO cr memo.rpt, WO invoice.rpt, History WO invoice.rpt.

 

10/02/08 v9.3, Build 28.

 

·         A new registration is required to activate version 9.3.28 of ServicePoint.  For registered users, the installation of version 9.3.28 should be followed by the entry of the new registration key, using SpRegister.exe.  If you do not have a registration key for version 9.3.28, please contact us at 866-879-3867, or email to support@rtmcs.com.  Demonstration systems are unaffected.

·         Establish compatibility with version 8.3.8 of CounterPoint SQL.  Substantial changes to the interfaces between ServicePoint and CP SQL to allow for the redesigned ticket and history tables in CounterPoint.  Changes have been made to PS ticket lookup, PS ticket line lookup, work order posting, service contract posting, work order transfer to POS, and POS work order transfer.

·         Correction to a condition that could occur if the service work order maintenance window was closed immediately after transferring a work order to Point of Sale for billing.  Previously, a message indicating that a work order is selected for billing was erroneously displayed.

 

09/12/08 v9.3, Build 27.

 

·         Enhance the “full” format of Work Order Listing and Work Order History reports to make them more readable.  Also added totals by work order task to both reports.

·         Updated report files distributed in this release: WO Listing.rpt, WO History Listing.rpt.

 

08/22/08 v9.3, Build 26.

 

·         An upgrade procedure exists for version 9.3 build 26 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility.

·         New checkbox in control information, under the Flags/Other tab – “Perform labor schedule conflict checking?”  Uncheck this box to disable checking for labor schedule time conflicts in work order time entry.

·         When defining usage billing codes, increase the allowable decimal precision for the “charge per use” to 5.  Previously, the number of entered decimals was limited to 4.

·         Correction to illegitimate error message that could be received in service contract maintenance.  Under certain conditions, the message “This item is currently being invoiced” could be mistakenly displayed.

·         Maintain the column Last_Usage_Bill_Amt in the table CUST_EQUIPMENT.  Any amount calculated during contract billing will be left in this field until the next billing calculation cycle.  Formerly, this column was zeroed during the contract posting process.

·         Database Changes for version 9.3, Build 26 (9317to9326.sql)

o   Add column LABOR_CONFLICT_CHECK_FLG to the table CONTROL_INFO

o   Alter columns CHG_PER_USE_(1-6) to 5 decimal places in the table USAGE_CODE

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.26”

 

08/13/08 v9.3, Build 25.

 

·         Temporarily remove the check for labor schedule conflicts.  This will be re-implemented as a setup choice in the ServicePoint control information.

 

08/07/08 v9.3, Build 24.

 

·         When taxing roll-up contract meter usage, allow for contracts that use the service address tax code.  Those accumulated charges will be taxed using the customer assigned tax code.

 

08/07/08 v9.3, Build 23.

 

·         When defining usage billing codes, increase the allowable decimals for the charge per use to 4.  Previously any entered charge per use would be rounded and redisplayed as 3 decimals.

·         Correction to the calculation of overage amounts during selection of contracts for invoicing.  Previously, if multiple equipment lines on a contract had overage amounts generated, only the first equipment line would have the additional billing amount included on the invoice.

·         If a contract has an accumulated contract-level meter usage bill amount at post time, ensure that the proper line and distribution are created when posting to Great Plains.

 

07/29/08 v9.3, Build 22.

 

·         When transferring a work order to the CounterPoint ticket files, use the customer name and address for the bill-to information, and use the service address for the ship-to.

·         Correction in the routine to transfer parts serial numbers used to the CounterPoint ticket.

 

07/23/08 v9.3, Build 21.

 

·         Correction to allow calculation of contract-level meter overage charges for contract invoicing.  Referred to as contract accumulators, these meters are aggregated from assigned individual equipment meters.

·         Handle negative sales amounts in contract lines when posting to Great Plains.

·         Correction to the meter reading posting journal and edit list in the Great Plains environment.  Formerly, printing this report would generate an error attempting to open the sy_comp data table.

·         Updated report file distributed in this release: Meter Reading Edit List.rpt.

 

07/16/08 v9.3, Build 20.

 

·         Updates to the contract posting routines for use in a Great Plains Dynamics install.  Always ensure that the sales batch header is updated with the correct number of supporting transactions, and their total billing amount.

·         Correction to tax line posting in Great Plains contract invoicing.  If a multi line contract was billed, using the equipment service address tax code, multiple tax lines to the same authority could be created in the Great Plains invoice transaction.  This was resulting in a “duplicate key” error and has been corrected.

·         Ensure that credit amounts in contract invoices are properly represented in the resulting invoice distributions in Great Plains.

 

07/14/08 v9.3, Build 19.

 

·         Updated routines to upgrade Focus data files into a ServicePoint SQL database.

·         Correction to contract billing amount calculation when a meter with overage is included.

 

06/20/08 v9.3, Build 18.

 

·         Corrected typo in the assignment or contract roll-up meters used for usage billing.

·         Enhance the standard work order form report to allow printing of multiple task notes per task.  Previously, only the first task note designated to print on the form would be shown.

·         Updated report file distributed in this release: WO Form.rpt.

·         Add logic to warn of labor schedule time conflicts.  Saving labor in work order maintenance or in the schedule board will now display a list of conflicting work orders and their times, with an option to continue or abort the save.

 

05/06/08 v9.3, Build 17.

 

·         An upgrade procedure exists for version 9.3 build 17 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility.

·         Added processing of the Preventive Maintenance Due report, located under Reports/Management.

·         Correction to the distribution date of the discount entry created during posting of a service credit memo.  The distribution for discounts should be made as of the credit memo print date.  Previously, this entry was being made with the original invoice date.

·         Enforce upper-case limitation for address state abbreviations entered through ServicePoint.  CounterPoint does not accept lower case characters in the state in transferred tickets or history.

·         New report file distributed in this release: PMs Due.rpt.

·         Database Changes for version 9.3, Build 17 (9315to9317.sql)

o   Add columns PM_DUE_RPT_NEXT_DATE, PM_DUE_RPT_EARLY_DATE, PM_DUE_RPT_LATE_DATE, and PM_DUE_RPT_INCL_FLG to the table CUST_EQUIPMENT

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.17”

 

05/02/08 v9.3, Build 16.

 

·         Implement “Save and continue” logic in all ServicePoint windows.  When the save button is clicked in a toolbar, save the changes but do not clear the screen, allowing further maintenance to the record.  The save and continue can be processed from the keyboard using Ctrl+S, while the previous save and clear functionality can still be done by pressing Ctrl+Enter.

·         Correction to the work order task lookup in Reassign WO Charges.  Previously, the data returned for the work order number and the task number would be put into the wrong fields on the screen.

·         Added a secondary “Are you sure?” confirmation message to the delete of a work order task when the task has either parts or labor assigned.

·         Correction to the inventory quantities updated during the posting of a service credit memo.  Previously, if inventory tracked parts were on a credited work order, the quantity committed was being reduced.  This was creating a miscalculated quantity available for the item.

·         Enforce upper-case limitation for address zip codes entered through ServicePoint.  CounterPoint does not accept lower case characters in transferred tickets or history.

 

04/11/08 v9.3, Build 15.

 

·         An upgrade procedure exists for version 9.3 build 15 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility.

·          Do not allow selection of a contract for billing if no line items are attached.

·          When assigning a tax code to a contract, the option exists to leave it blank to use the tax code from each line’s service address.  When the contract is billed and posted, a ticket history entry is created in the accounting system to represent the ServicePoint invoice.  Previously for these types, the literal “Use Addr” would appear in the tax code in the ticket history.  This could create a problem with viewing the ticket history under some conditions, so a valid tax code will now be applied to each history ticket.

·          Correction to work order credit memo posting.  Allow for negative amount when updating the customer “Last sales amount” and adjusting the customer balance.

·          Add a default work order problem code in the control file setup information.  Utilize this default when adding a new task to a work order.

·         Database Changes for version 9.3, Build 15  (9313to9315.sql)

o   Add column DFLT_PROBLEM_CODE to the table CONTROL_INFO

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.15”

 

03/18/08 v9.3, Build 14.

 

·          ServicePoint is now compatible with Microsoft Great Plains Dynamics, version 10.  This extends compatibility to all Dynamics versions from 7.5 to 10.0.

·          Corrections to keyword searches during lookup of inventory locations in a Great Plains system.

·          New demonstration data for the Great Plains Dynamics version of ServicePoint, when running with GP version 10.

 

03/09/08 v9.3, Build 13.

 

·         An upgrade procedure exists for version 9.3 build 13 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility.

·          Add a default technician to work order problem code definition.  This default tech will then be utilized when adding labor to a service work order.  When entering new labor the task problem code will first be checked for a default tech.  If a default is not found, the work order service address will be checked for a default.  If a tech is not found in either place, the tech lookup window will open, allowing the user to select from the list.

·          A new utility has been added to create ServicePoint model setup data from selected inventory item records.  The utility exists under “Utility/Create eqp model data”.  A range of item number, categories, and subcategories may be selected for processing.

·         Database Changes for version 9.3, Build 13  (9307to9313.sql)

o   Add column INACTIVE_FLG to the table SVC_TECH

o   Add column SVC_HOLD_FLG to the table SVC_ADDRESS

o   Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.13”

 

03/05/08 v9.3, Build 12.

 

·          Ensure that all ServicePoint reports having a sort option will sort correctly based on the user’s choice.  In some cases, sorting did not occur properly.

·          Updated report files distributed in this release: Contract Bill Edit List.rpt, Contract Invoice.rpt, Contract Listing,rpt, Customer Equipment List.rpt, History WO Invoice.rpt, WO Bill Edit List.rpt, WO  History Listing Brief.rpt, WO History Listing Task.rpt, WO History Listing.rpt, WO Invoice.rpt, WO Listing Brief.rpt, WO Listing Task.rpt, WO Listing.rpt.

 

02/20/08 v9.3, Build 11.

 

·          Add printing of the work order labor notes to the full format of the Work Order Listing and the Work Order History reports.

·          Update the invoice reprint report file to automatically print the proper document type (Invoice or CR Memo) based on the type of document used to create the work order history.

·          Updated report files distributed in this release: WO Listing.rpt, WO History Listing.rpt, and History WO Invoice.rpt.

·          Modify the selection of a work order in the “Reprint Work Order Invoices” to include the associated invoice number.  This adds the ability to individually select one of several work orders in history having the same work order number.  This can commonly occur in the case of a credited work order, having a credit memo and/or a re-billed order.

 

02/05/08 v9.3, Build 10.

 

·          Added spell checker functionality to notes maintenance throughout ServicePoint.  The spelling of the text within a note may be checked by pressing F7 while in the body of the note text, or by using the toolbar button.  The Microsoft Word spell checker is used.

·          Correction to condition that could occur under some circumstances in which fonts of reports sent to printers were enlarged, causing unreadable output.  The distributed version of Crystal Reports as of this build is XI SP4.

 

01/29/08 v9.3, Build 9.

 

·          Correction to the calculation of parts pricing in a Great Plains system, when markup % from current cost is used in the GP item price list. 

 

01/21/08 v9.3, Build 8.

 

·          Added the printing of an indicator for techs set to inactive status onto the service tech listing report.

·          Add printing of the work order labor notes to the standard invoice report forms.

·          Updated report files distributed: Service Tech Listing.rpt, WO Invoice.rpt, History WO Invoice.rpt, and WO CR Memo.rpt.

·          Correction to the attachment of service address notes to work orders.  Ensure that no auto-attachment occurs if the auto-attach note ID has not been set up in ServicePoint control information.

·          Update to the labor time validation routine in the schedule/dispatch screen to allow the removal of labor times from an existing labor record.

 

12/31/07 v9.3, Build 7.

 

·        An upgrade procedure exists for version 9.3 build 7 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility.

·        Added service address ID to the work order filters.  This will assist in searches for work orders, both unbilled and history, for a particular location.

·        Allow service technicians to be specified as “Inactive”.  Setting this flag in Setup/Service Techs will preclude the tech from automatically appearing in technician lookups.  A button has been added to the lookup to include the inactivated techs.  When specifying an inactive tech while adding labor to a service task, a warning is displayed.

·        Service hold by service address.  A checkbox has been added to the Service Address maintenance window to specify a single address as being on service hold.  If this box is checked, work order entry for this address will not be allowed.

·        Correction to the lookup of work order tasks in the tech time entry screen.  If no work order was selected prior to the task lookup and error could occur.

·        Database Changes for version 9.3, Build 7  (9306to9307.sql)

o    Add column INACTIVE_FLG to the table SVC_TECH

o    Add column SVC_HOLD_FLG to the table SVC_ADDRESS

o    Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.07”

 

12/21/07 v9.3, Build 6.

 

·          An upgrade procedure exists for version 9.3 build 6 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility.

·         Increase the length of the predefined notes description from 30 to 50 characters.

·         Enhancements to the methods used to transfer PS orders to ServicePoint work orders.  Transfer can be initiated on any ticket with profile code #5 set to the value “yes”.  When the transfer is done, any lines that are orders, or are special orders with sufficient qty to ship, will be sent to a ServicePoint work order as part lines.  If the ServicePoint work order is later transferred back to PS for billing, only added or updated lines will be merged into the original order.  This will allow any additional parts or labor used for a delivery or install to be included on the order.  Item serial numbers added to the work order will be transferred also.

·          Database Changes for version 9.3, Build 6  (9305to9306.sql)

o    Alter column DESCRIPTION length to 50 characters in the table PREDEF_NOTES

o    Add column XFERRED_FROM_POS to the tables WO_PARTS, HISTORY_WO_PARTS, WO_PARTS_SERIALS, and HISTORY_WO_PARTS_SERIALS

o    Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.06”

 

12/18/07 v9.3, Build 5.

 

·          An upgrade procedure exists for version 9.3 build 5 of ServicePoint.  Upon starting the software, ServicePoint will detect the database version and attempt to run the upgrade utility.

·          New settings exist in ServicePoint control information to control certain behaviors.  The new options can be found on the Flags/Other tab. 

o    Auto select text” will affect whether or not the initial contents of a screen field are highlighted when receiving focus.  If this box is checked, tabbing to a new field on any screen within ServicePoint will result in the existing contents of the field being selected.

o   Suppress WO item lookup” controls whether the inventory item search window is opened up automatically when the part insert button is pressed in work order parts used.  Suppressing this feature is useful if inventory parts are usually scanned for barcodes.

·         Properly default the lookup type for search windows that have multiple choices.  If no type has been previously selected, always use the first option.

·         Add customer range (starting/ending customer) to the work order listing report and the work order history report.

·         When maintaining ServicePoint control information, the auto-pop and auto-attach note ID’s will be converted to uppercase as they are entered.

·          Database Changes for version 9.3, Build 5  (9266to9305.sql)

o    Add columns SUPPRESS_AUTO_ITEM_LOOKUP_FLG and AUTO_SEL_TEXT_FLG to the table CONTROL_INFO

o    Update column SP_DB_VERSION in the CONTROL_INFO table to the value “9.3.05”

 

12/11/07 v9.3, Build 4.

 

·         New options have been added to assist in the lookup of work orders.  A combo box has been added to the work order search window to allow selection by work order task.  When the work order task option is selected, searchable columns include task name, invoicing code, equipment description, and serial number.  This option works for unbilled work orders, as well as history.

·         Enhance the lookup and positioning of the recordset when viewing work order history.  Ensure that the proper record is returned when selecting one of the work orders split billed for a single job.  Also, position properly within the recordset so that subsequent scrolling will correctly resume with the prior, or next, row.

·         When transferring a work order part line to a point of sale order for billing, check for an assigned serial number count in order to assign the entered number of serial numbers to the line.

 

11/29/07 v9.3, Build 3.

 

·         Compatibility with CounterPoint version 8.3.7.  Program compatibility and a new version of the DataInstall utility, including 8.3.7 demonstration data.

·          New restriction when transferring a ServicePoint work order to POS.  When the immediate transfer function is invoked, the work order will be checked for a valid sales rep.  If no sales rep is found, a message will be given and no transfer will take place.  Orders created in CounterPoint POS without a valid sales rep do not release properly.

 

11/07/07 v9.3, Build 2.

 

·          Updated report files for the Great Plains compatible version of ServicePoint.  Ensure that the database is updated in all reports, and that all reports are of the latest revision.

·          Correction to the ServicePointClient executable.  Formerly, the location of the specified instance of the ServicePoint server that the client was pointing to was stored in the wrong registry key.  This typographical error has been fixed.

 

10/19/07 v9.3, Build 1.

 

·          Crystal Reports XI.  Upgraded the ServicePoint reporting development environment to the latest version of Crystal Reports from Business Objects, version XI.  This gives the ability to implement advanced reporting features in upcoming releases, including graphing, charting, and mapping.  Distribution of the runtime files and report viewer for this new version will require a complete ServicePoint reinstall for version 9.3.  Improvements in the distributed files will result in better performance times for all reports.