Release Ntes e-autmate 8.7 SP1 Page 1
Overview Release Ntes This is a maintenance release t address quality issues fund in the e-autmate GA 8.7 release. Release Features N new features have been added in this release Enhancements B-23724: Add search filter fr Date t QuickSearch in the AR cnsle. Added the ability fr users t perfrm a QuickSearch by Date in the Accunt summary tab f the AR cnsle. Previusly users culd search by Due date but nt Date. B-23725: Add search filter fr Date t QuickSearch in the AP cnsle. Added the ability fr users t perfrm a QuickSearch by Date in the Accunt summary tab f the AP cnsle. Previusly users culd search by Due date but nt Date. B-23726: Add Ship t Name and Ship t Number t Sales rder list and QuickSearch filters. Sales rder list nw displays Ship T Name and Ship T Number s users d nt have t pen individual Sales rders t view the infrmatin. These were als added as QuickSearch filters. D-24057: Updated Digital Qute Manager (DQM) Help link URL and made it dynamic based n client applicatin versin When a user access Help frm within DQM they are taken t the dynamic URL. D-24058: Updated PO Prcessr (POP) Help link URL and made it dynamic based n client applicatin versin When a user access Help frm within POP they are taken t the dynamic URL. B-24069: Add Billing Grup t Cntract billing queue list The Billing grup was added t the Cntract billing queue list, and QuickSearch filters, s a user can search and srt cntracts by Billing grup within the queue. Fixes This new build addresses the fllwing issues: D-18406: CCllectinTree errr received when a user tries t fulfill a prebilled item that has been shipped. This issue has been reslved. Users are nw able t fulfill a prebilled item that has been shipped withut this errr ccurring. Cpyright 2105 ECi Sftware Slutins Page 2
Release Ntes D-18407: When fulfilling a prebilled item, the print packing list dialg des nt appear and a user cannt clse the fulfill rder dialg. This behavir has been crrected s that the print packing list dialg appears and when clsed, it als clses the fulfill rder dialg cmpleting the fulfillment. D-18608: Expire by cpy cntracts d nt shw up in the accrual list if the cntract expired by cpy. This behavir has been crrected s if the cntract expires by cpy r by date it will prperly pull int the accrual list. D-18664: The Imprt Meters Utility spreadsheet is nt allwing a user t imprt 0 meters. This behavir has been crrected in bth the Meter Imprt and the Meter Imprt Advanced tabs t allw users t imprt 0 meters which are mst cmmnly used fr starting meters. D-19053: The pending cntract ntificatin is nt appearing fr service calls when the equipment under cntract is assigned t a child custmer lcatin. This behavir has been crrected s that when a service call is pened fr an equipment assigned t a child custmer lcatin, and is cvered under a pending cntract, the Cntract Pending stamp displays n the call. D-19704: After entering the required infrmatin t add a new credit card charge accunt WebFrm_PstBackOptins is undefined ccurs when chsing Submit. Chsing Yes t the errr dialg did allw the Submit t cntinue and added the new charge accunt. This errr has been reslved. Users are able t add new charge accunts withut encuntering the errr. D-20177: After merging tw items, any related items r item limits set up n the merge frm item are deleted and nt updated n the merge t item. This behavir has been crrected and the data is merged crrectly. When merging tw items, any related items and item limits set up n the merge frm item recrd will be updated n the merge t item recrd. D-20352: If a renewed cntract has a meter grup base rate schedule, and it was renewed frm a cntract whse expiratin date did nt match the end date f the billing cycle, the rate schedule is referencing the rate escalatin dates frm the first cntract. This behavir has been crrected s that the renewed cntract s meter grup base rate schedule is using the current cntract escalatin dates and nt pulling the prir cntract s escalatin dates. D-20557: If a user has ended a metered piece f equipment, then later adds the same equipment back n t a cntract that is then billed and renewed, the renewed cntract is using the last billed meter f the first instance f the equipment fr the beginning meter n the first billing f the renewed cntract. It shuld be using the last billed meter f the last instance f the equipment prir t the renewal. This behavir has been crrected s that if a meter has been ended and re-added t a cntract, the last billed meter f the first instance f the equipment will nt be used as a billable meter fr any future billing. Cpyright 2105 ECi Sftware Slutins Page 3
Release Ntes D-21417/D-23304: Tax exempt cdes are being required fr AP invices when VAT ptin is nt enabled. Tax exempt cdes shuld nly be required fr AP invices when a user has enabled the VAT ptin. This behavir has been crrected. D-21648: When VAT is enabled fr the DGI tax engine, creating a Vendr invice and adding a Charge causes an unhandled errr t ccur. This errr has been reslved and users are able t add a Charge t a Vendr invice when having VAT enabled with the DGI tax engine. D-21743: When trying t fulfill a sales rder that has been partially pre-billed, after clicking OK n the fulfill rder windw n actin seems t happen. Subsequent clicking f the OK buttn results in new fulfillments being created. In additin, the packing list will nt print even if checkbx is checked. This issue has been reslved. When a user clicks n the Ok buttn t fulfill, the fulfillment cmpletes and a prmpt t print the packing list (if print ptin is checked) pps up. D-21770: The Service Meters Needed e-view des nt shw the start meter when the verage billing start date is befre the start date f the cntract fr verage prratin. This issue has been reslved. The e-view nw displays the crrect starting meter. D-21813: When transferring a fixed asset, if the serialized item des nt have a cst assciated with it, the Transactin Histry reprt is nt displaying the transfer crrectly. This behavir has been crrected. Previusly nly ne side f the transfer was shwing fr items with cst assciated. This has been changed s that bth sides f the transfer are displayed n the reprt. Items with n cst that are transferred will nt shw n the reprt due t n general ledger impact. D-21814: Users cannt filter by Status r Status Inf n the Bill cntracts > Billing queue tab. QuickSearch filters fr Status and Status Inf were added s users can search accrdingly while in the Billing queue. D-21931: When trying t merge equipment recrds, users are receiving an Invalid clumn name EquipmentInstance errr. This errr has been reslved and users are able t successfully merge equipment recrds withut running int the errr. D-21947: If Avalara is enabled, Digital Analytics is failing due t new/expanded clumn sizes fr tax authrity details. The necessary clumn(s) have been crrected fr Digital Analytics. D-21993/D-22858: Users are unable t pen the Suspect Service Calls reprt. The Suspect Service calls reprt has been fixed and users are able t pen and run the reprt n demand. D-22016: Users are unable t print RTV rders. The printing issues has been reslved and users are able t print RTV rders n demand. Cpyright 2105 ECi Sftware Slutins Page 4
Release Ntes D-22139: The sales tax n a Service invice is nt able t be reversed. The reversal issue has been reslved and users are able t reverse sales tax n a service invice if needed. The reversal prcess fr tax n sales and cntract invices was nt affected. D-22536: Users are unable t print RTV rders. The printing issues has been reslved and users are able t print RTV rders n demand. D-22639: When using the Inventry Lgistics Cnsle t create Transfers, if multiple Transfer rders are selected frm the Create rders list the Transfer fr the first rder will be dubled (transfers nce frm the Bin Default and nce frm Standard Bin) but the ther transfer rder quantities will be crrect. This transfer issue has been crrected s that the first Transfer rder in a multiple list des nt duble the quantities t be transferred. D-22740: If a user bills an verage invice n a renewed cntract and then perfrms a vid and reset n the verage invice, the beginning meter is referencing the last billed meter f the riginal cntract instead f being reset t the last billed meter f the current (renewed) cntract. This issue is related t D-20557. This behavir has been crrected s that when a vid and reset is dne, the beginning meter is crrectly referencing the last billed meter frm the current (renewed) cntract and nt the last billed meter frm the first cntract. D-22773: Users are unable t vid a cntract invice generated frm a cntract that has a tax cde withut any assciated tax authrities. This has been reslved and users have the ability t vid a cntract invice when the tax cde des nt have any assciated tax authrities. D-22891: When entering a new service call, the Caller is nt defaulting frm the Equipment cntact n the Equipment recrd. This behavir has been crrected. When a service call is pened, if there is an Equipment cntact n the assciated Equipment recrd that cntact will default as the Caller. D-22929: If a user is creating a new Sales qute and checks the bx fr Price sheet, an Input string was nt in a crrect frmat errr ccurs. This errr has been reslved and users are able t set up a Price sheet n a new Sales qute. D-22932: On a Sales qute, if the checkbx fr Price Sheet was checked and then unchecked, the title dialg still says New price sheet instead f New sales qute This dialg issue has been reslved. If the Price Sheet bx is checked and then unchecked the dialg will crrectly change frm New price sheet t New sales qute. D-23213: Crrected a misspelling in the dcumentatin fr Perfrming Bulk Updates, under Basic Inf > b. QuickSearchfield has been crrected t QuickSearch field. Cpyright 2105 ECi Sftware Slutins Page 5
Release Ntes D-23214: Incrrect images are displayed n the Creating a Lgin Prfile page in e-admin Help. Previusly an image referencing e-agent was displayed. This image has been remved and the crrect image fr managing lgn prfiles is nw displayed. D-23230: After updating t 8.7 e-agent tasks that have been scheduled cannt be run manually. This issue has been reslved. Users are able t manually run any e-agent scheduled task. D-23329: If a service call is rescheduled and the custmer is n credit hld, the On Hld status cannt be released fr the rescheduled call. The On Hld release functinality has been restred fr rescheduled calls. D-23354: Users are running int an errr when trying t edit an encrypted nte when the user is nt the nte riginatr. The errr received was Padding is invalid and cannt be remved. This errr has been reslved and a user (with the apprpriate security rights) is able t edit an encrypted nte even if they are nt the riginatr f the nte. D-23355: In Nte types the ptin t Permit all users t create, view, edit and delete encrypted ntes f this type des nt actually grant the permissins t any f the selected users in the list. This behavir has been crrected and the crrect permissins t view, edit, delete and create encrypted ntes is granted t the users selected in the ptins list. D-23397: If a user saves an e-agent task withut adding a schedule, then edits the task t add a schedule, the Start recurrence date is displaying as 1/1/1753 and the task cannt be scheduled.. The scheduler default dates were fixed t set crrectly t the current values. Users are able t add a schedule t an existing task. D-2353: Item merge causes the substitute items f the merge frm item t be deleted and nt merged t the merge t item recrd. This behavir has been crrected. If merging tw items, and the merge frm item has any substitutins, the substitutins will becme substitute items n the merge t item recrd. D-23544: When a user releases a Sales rder frm n hld using the Release frm hld ptin, the Release date/time is using the current date and nt the date entered if different. This date issue has been crrected s that if the Release date/time is different than the current date/time, the crrect entry is recrded. D-23544-1: If a user is releasing a Service call frm n hld by ging int Invice > Hlds tab and checking the Release date check bx, the ReleaseDate stred in the database nly stres the date but nt the time. This issue has been reslved s that bth the date and time are stred in the database fr the ReleaseDate. Cpyright 2105 ECi Sftware Slutins Page 6
Release Ntes D-23545: Sales qute is nt shwing the PO field as required if the Bill t custmer has the ptin checked t Require PO number. This behavir has been reslved. If the Bill t custmer n the Sales qute has the checked ptin t require a PO number the sales qute will require a PO number. If the Bill t custmer als has a Blanket PO, this number will aut ppulate as the PO number n the Sales qute as well. D-23551: Randm users have lst filter ptins in Bulk Updates fr Items r Mdels. Upgrading t 8.7 SP1 will re-add the lst Bulk Update filter ptins fr Items r Mdels fr users that are missing them in prir versins. D-23552: Users encunter an errr when trying t allcate csts assciated with a vendr invice that has VAT tax. The errr that ccurred was This purchase rder s invice s detail sum des nt match its ttal. It will nt be used in the PO Vucher Allcatin list. This errr has been reslved and users are able t crrectly allcate a cst frm a vendr invice that cntains a VAT tax. D-23570: When a cntract that utilizes meter grup base rates is terminated early the remaining unearned balance n the meter grup is nt truing up. The true up issue has been reslved. After early terminatin, the first time the cntract accrues it will accrue fr the remaining unearned balance n the meter grup and will nt be available t be selected in future accrual lists. D-23640: Custmer phne number is nt ppulating by default frm the Custmer recrd n the Sales rder. This issue has been reslved. When adding a Custmer t the Sales rder, the custmer phne number will ppulate by default frm the custmer recrd D-23641: When an RMA is created fr a Bill t custmer that requires a PO number, the PO number field n the RMA is nt being required. Additinally, if the Bill t custmer has a Blanket PO, this PO number is nt being ppulated by default. This behavir has been fixed s if the Bill t custmer n a RMA requires a PO number then the RMA will als require a PO number and ppulate with the Blanket PO if ne exists n the Bill t custmer recrd. D-23642: When a Sales rder is created and the Bill t custmer requires a PO number, the PO number field n the Sales rder is nt being required. Additinally, if the Bill t custmer has a Blanket PO, this PO number is nt being ppulated by default. This behavir has been fixed s if the Bill t custmer n a Sales rder requires a PO number then the Sales rder will als require a PO number and ppulate with the Blanket PO f if ne exists n the Bill t custmer recrd. D-23644: When a Sales invice is created (nt frm an existing Sales rder) and the Bill t custmer requires a PO number, the PO number field n the Sales invice is nt being required. Additinally, if the Bill t custmer has a Blanket PO, this PO number is nt being ppulated by default. This behavir has been fixed s if the Bill t custmer n a Sales invice requires a PO number then the Sales invice will als require a PO number and ppulate with the Blanket PO if ne exists n the Bill t custmer recrd. Cpyright 2105 ECi Sftware Slutins Page 7
Release Ntes D-23645: Standardizatin f header fields needed n Sales rders, Sales Invice, RMA and Custmer Return Prir t 8.7 SP1, the header fields n the abve frms were nt cnsistent. The fllwing changes have been made: New sales rder header changes Status field is mved belw the Department field Qute field is mved belw the Status field Type is relabeled as Order Type New sales invice header changes Type field is mved belw the Number field New RMA rder header changes Type field is relabeled as RMA Type Sales Rep field is mved belw the RMA Type field PO Number fields is mved belw the Sales rep field Orig invice field is mved under the Ship warehuse field Status field is mved under the Orig invice field Return cde is mved under the Status field New credit mem (Custmer Return) header changes Number field is mved abve the Type field D-23678: The Service Call Histry reprt is nt returning any data if a Custmer is chsen in the Custmer filter. This reprt has been fixed and will return data fr the specified filtered custmer. B-23693: Errr An item with the same key has already been added ccurs when trying t vid r vid/reset a cntract invice when using the Avalara integratin. This errr has been crrected and cntract invices can successfully be vided r vided/reset when using the Avalara integratin B-23730: If a Cntract invice fills the last page all the way t the bttm, it will cause an extra page t print that is blank, except fr the cntract header infrmatin, and is nt included in the page cunt. This behavir has been crrected and an extra page will nt print if the previus page is filled all the way t the bttm. D-23753: In creating r editing a Call type, the Duratin drp dwn lists 1 minute twice. The secnd instance f 1 minute has been remved. D-23755: When adding a Discunt t an Item thugh the Cash register, the discunt clumn is shwing 4 decimal pints instead f 2. The Discunt has been crrected s that the percentage shws as xx.xx% instead f xx.xxxx%. Cpyright 2105 ECi Sftware Slutins Page 8
Release Ntes D-23758: User message that appears when a user changes an existing Item number needs t be updated with crrect reference t e-autmate Help sectin. Pint #3 has been updated frm Fr mre infrmatin see STEPS: Creating an Inventry Item Part f Supply: Item/Manufacturer Number Management (I-1900) t Fr additinal infrmatin see the Basic Infrmatin selectin n the Item number field, in e-autmate Help: Creating Items Parts r Supplies. D-23783: Preferred vendr clumn is nt shwing in the Inventry items list windw. The missing clumn fr Preferred vendr has been added back in t the Inventry items list windw. D-23784: In Lists and Cdes > Tax authrities if the Tax authrity has a Type f Other, the type is nt displaying in the Type clumn in the list windw. This display issue has been fixed and users are nw able t see Other listed under the Type clumn in the list windw fr Tax authrities. D-23947: The e-agent Aut Create Sales shipments task is shipping Sales rders that are n hld. This behavir has been crrected and if a Sales rder is n hld, it will be nt shipped by the Aut Create Sales Shipments task. D-23995: If a user tries t run the Equipment Ppulatin reprt a database cnnectin errr ccurs. The database cnnectin errr has been reslved and users are able t run the reprt. D-24026: When a cntract is terminated early and has an unearned revenue balance, it is nt immediately appearing in the accrual list t true up. It will shw up if the date fr the accrual list is the cntracts next accruing n date. This issue has been reslved. As sn as a cntracted is terminated, if it has an unearned revenue balance, it will be available in the accrual list immediately s it can be trued up. D-24220: When using the InventryItemUtil.xls utility t exprt data frm e-autmate, if the user has a filter n the Settings tab set t use Categries criteria, the exprt will fail. This exprt issue has been reslved and filtering by Categries will n lnger cause the exprt t fail. D-24664: The Due Current clumn in the Custmers (Analytics) e-view is nt ppulating with the Due Amunt. This issue has been fixed and the e-view has the Due Amunt crrectly ppulated in the Due Current clumn. D-24670: Three Digital Analytics reprts are failing t pen in 8.7. Users were receiving a Failed t retrieve data frm the database errr when trying t pen fllwing Analytic reprts: Analytics Cntract Vlume Mix Trend Analytics Cntract Vlume Summary Analytics Cntract Vlume Trends This errr has been reslved and users are able t pen and run the abve three reprts. Cpyright 2105 ECi Sftware Slutins Page 9
Release Ntes D-24922: The Sales rder dialg title displays New sales rder when in Edit r View. The verbiage has been crrected t shw the dialg title as Edit sales rder when chsing Edit and View sales rder when chsing View. D-24925: The Sales qute dialg title displays New sales rder when in Edit r View. The verbiage has been crrected t shw the dialg title as Edit sales qute when chsing Edit and View sales qute when chsing View. Cpyright 2105 ECi Sftware Slutins Page 10