- Expanded calendar date range +-1 week.
- Calendar now loads work orders scheduled outside of the selected month.
- Added Addresses to customers tab.
- Added default Account number to customer information.
- Added Ship to option on work orders.
- Expanded max character length of work requested and work completed fields.
- Added ability to add a shipping address through packing slip dialog on work orders.
- Added shipping address and billing addresses to packing slip.
- Changed work requested to work completed of packing slip.
- Removed salesman and pick up by on packing slips.
- Updated location on packing slip.
- Added ability to duplicate work orders.
- Added work order suffixes
- Added Hold day to calendar.
- Added "Cancelled" order status to work orders.
- Added shipping items section to work orders.
- Added new packing slip pdf.
- Added Invoice report in report list. Sorted by Division and invoice number.
- Added approver code to Customers and Contacts.
- Updated orders to load approver code by default and when loading a contact.
- Added Default button to load customer contact dialog to load the default customer contact.
- Re-enabled Next Invoice number button.
- When dragging a workorder from calendar to pending will no longer remove technicians (unless it is dropped on the bottom section).
- Added WO#, GL#, and approver code to work orders and print version.
- Removed short from from work order print.
- Added option to show or hide price on print out.
- Added short from filter on order report.
- Order report will only load when refresh is pressed.
- Order report is now sorted by most recent first.
- Added a button to the pump field on the work order that will open the pumps page to the selected pump
- Inventory items can now be archived and will no longer show up in searches when adding new items to a work order.
- User access has been modified to allow more levels of control.
- Print version of the Work Order now says "Price" instead of "Rate" on the item list.
- Signature area does not get pushed to the next page when there appears to be room.
- Increased size of Legal Subdivision field from 5 to 7 for pump locations.
- Signature area on work orders is now available on "In Progress" orders, and will also remain if the order is moved back to Waiting on Parts or Pending after it has been signed.
- FSR number is now autogenerated for all new orders.
- Created a new report to display inventory items, filterable by category.
- Invoiced work orders now have a black background with white text on the calendar.
- Moved quantity to the left side of the work order print and increased the size of the part # column.
- Added Rate column to the work order print.
- Changing a work order back to pending will no longer disable the technician controls which causes them to be removed when the order is saved.
- FSR, PO#, CC# and contact information is now update-able by technician users.
- Previous division selection is now remembers on the calendar page.
- Division now replaces order location and the invoice code can now be configured to allow for new order locations to be assigned.
- Divisions page now allows a user to set or change the invoice code, which will apply immediately to all invoices. All divisions have been updated with the proper codes.
- Work Orders page now displays Invoice # in place of FSR in the dropdown
- Logo on the printed Work Order should now display correctly.
- Users can no longer create unassigned division orders
- Orders now use the division settings for the invoice code and number generation and the duplicate order location box from the old setup has been removed.
- Emailed In Progress orders are now shown on the calendar in a darker shade of green.
- Order Search report now displays the invoice number instead of the order ID
- Orders of any status can now be assigned to the calendar.
- There is now a print version of the field work orders.
- There are additional color codings for the calendar based on the order status and the assigned technicians.
- Work Orders can now be set to invoiced status which will prevent users from editing them.
- Technicians can now edit Work Orders that are not completed and are assigned to them.
- Order invoice number field is no longer disabled for pending or waiting for parts orders and can be modified at any time. If left empty, it will still attempt to generate the next number in the sequence.
- Initial load of an existing order will now only load the pumps for that order's location instead of loading all pumps for the order customer.
- Saving a new pending order after immediately viewing an assigned order will now properly select the new order after the save procedure completes.
- Technician names are now displayed on the scheduled orders in the calendar.
- User accounts can now be deactivated by administrators through the Users Management page.
- Deactivated accounts can no longer login to the site.
- Deactivated accounts are no longer assignable as new technicians on work orders.
- When attempting to delete an account that has been assigned to a work order, or has previously created or updated a work order, the user is prompted to deactivate this account
instead since it cannot be deleted.
- The dispatch dialog will now filter the equipment dropdown using the location AND customer to prevent large numbers of equipment from different customers from appearing in the selection if they
are under the same location (ie. 0-00-000-00-SHOP)
- Users can now modify the description of items attached to an order, allowing customization for that specific job.
- Resolved an issue where assigning multiple orders to the calendar could result in some items appearing more than once after confirming the technicians.
- The pending list is now also an unassign drop target for calendar orders.
- Resolved an issue with z-index handling of pending orders being dragged to the calendar.
- Technicians can now be individually emailed via a button on the Order page.
- Work Orders now allow entry for an end date, which will allow for multi-day work orders.
- The Calendar now supports manipulation and display of multi-day work orders. When moving a multi-day work order, it will retain the same length of time in number of days, and will
start on the day you dropped any of that work order's data objects into.
- Work Orders that have had at least one technician emailed will now display with a green background.
- The Calendar is now read-only for regular users. They can not view or assign pending orders, and they can't move scheduled orders around.
- The Orders page is now read-only for regular users. They can view existing orders, can cannot create, edit or delete orders.
- Adding, editing or removing items from a Work Order will now update the Work Order's modified date.
- The Dispatch Calendar now shows the available pending orders in a scrollable list.
- Re-imported inventory list using part of the item number as the category name.
- Increased item search dialog result list to 25 items
- Item Search is now filterable by Category, and can be searched by Description
- List of displayed results in the item search is now all returned results instead of a limit of 8.
- The dispatch dialog will no longer close if the user accidentally clicks outside of the dialog area.
- Customers should now be able to be deleted if they are not attached to any orders.
- Adjusted layout of calendar to display scrolls bars if vertical content is longer than the page height for both the pending list and the calendar
- Pending Orders list now displays footer for all items, allowing user to switch between pending and waiting for parts at any time
- Added a new pump type for “Other” which only has information from the General Info tab.
- Status of a Pending or Waiting for Parts order can now be changed from the Orders page
- Pending or Waiting for Parts orders can now have items added to them from the orders page
- Added an FSR field to the Work Orders page and modified save and load procedures to display this value in place of the W.O. #
- Calendar now displays the FSR # in the order details dialog
- Invoice numbers are now automatically generated by location when the order is changed to an inprogress or completed state.
Created database and set up basic site.