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Revision 00 2014-05-27

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Revision Info

Revision No

Release Date

Sage 100 ERP Compatibility

00

05/27/2014

5.10.0.0

 

 

Changes

Type

Description

Feature

The auto complete function has been added to Demo/Loaner Item, Demo/Loaner Serial, Complaint Code, Failure Reason, Group Code, Service Item Code, Service Item Serial, Service Technician, Status Code, and Warranty Code

Correction

Items that are not checked as UseInSO are no longer allowed in the SM module

Feature

A few changes have been made to Time Transactions:

- A button labeled "New" has been added to Time Transactions panel, which has the ability to add new time transactions from Service Order Entry.

- If any changes are made to the billed transaction time, which is assigned to the details line in the Time Transaction entry, they will be reflected on the detail transaction hours and ordered qty.

- If any change is made to the billed transaction (transaction that is assigned to the details line) time when this transaction is opened from the service order entry and if Cancel is pressed on the selected entry, the warning message will be sent, but I will allow to cancel the changes, so the time will be different on the transaction entry and on the detail line.

- If we close a Service Entry or a Service Order, the program will check if the sum of transaction hours in the Time Transaction Table matches the number of transaction hours for this detail line. If they do not math then a warning message will be sent, but the program will still allow you to close.

Correction

Change serial number logic in Warranty replacement file has been corrected, it no longer replaces all serial numbers regardless of the item code.

Correction

Change serial number, which was changing the serial number in the demo and demo history files, has been removed.

Feature

The Service Order upd program no longer creates a service item when a demo item is sent.

Feature

A button labeled "Copy Line to Selected Service Items" has been added to the details tab of Service Order Entry. If you highlight the detail line, and then press this button, a new panel will pop up showing all the service items. You can select the service items you would like to add this line to and then press OK. When OK is pressed, the detail line will be added to all highlighted service items. There is a check box on that additional panel to recalculate unit price on each service item.  If the selected line is a labor line, a service technician will be assigned from the original line.

Feature

Change Item Code functionality has been added to Service Item Maintenance. Now you can choose if you want to change just the serial number, the item code, or both of them at the same time. The Serial History button now shows serial and item changes.

Feature

LEV440_SM_A1_CONVERT_TO_SM_531ServiceItemSerialHistory has been removed from the SM Level Conversion program. If they convert from 4.30 to 4.40, the new service item serial history file will be empty.

Feature

The “Apply” button has been added to the Service Item Maintenance panel. When pressed, it will save changes for the Service Item and will then show the panel with the check boxes and the selection grid. You can choose Service Orders to apply changes to and the changes that need to be applied, such as line warranty or product line. If the Service Order is opened, the program will offer to retry or cancel. If you choose to cancel, the opened order will be skipped, and the program will go to the next order. All errors will be shown in the message box at the end.

Feature

You are no longer allowed to enter a scrapped service item on a Service Order, and you can no longer check the service item as scrapped if this service item is entered on a Service order. If a scrapped item is entered on a Service Entry before this change was made, you will not be allowed to close the entry until the issue is resolved.

Correction

After the upgrade from MAS 4.5 to 5.0 the credit hold feature was disabled. This allowed employees to bypass the credit holds and sell to customers they should not have sold to. This has been corrected.