Route Manager 7.1.0 Release Notes and Download Link

Warning: 7.1.0 and Newer requires Windows 10/Windows Server 2012 R2 or newer, Internet Explorer 10 or newer, and .Net version 4.6 or newer! This is due to requirements for both Credit Card Processing (PCI Compliance for TLS 1.2 Security Protocol) and Mango Mapping. Please verify your computer(s) are up to date prior to installing.

GoEMerchant, TrustCommerce, and TransactionCentral Credit Card Processors are no longer supported in this version.

For Instructions on how to update, please refer to this Best Practice Guide: Updating Route Manager

7.1.0R7 (7711)

Link for latest update: http://builds.ars247.com/rm2kAdv710r7_7711.exe

Top Items in the Release:

Invoice Format settings (8 ½ x 11 and Handheld) moved from Local Settings to Customer Information>Invoices>View Invoices>Invoice Format Window.
Mango Monitor will now close out any running processes from inactive users and enable single user mode automatically to mitigate month end errors.
New Report: Customer Skip Stops Report - This will show you the quantity of Skipped Stops by customer within a specified date range. This can be located under: Reports>Route Reports>Management>Customer Skip Stops Report.
Mango Forms available for NEW customer accounts. Mango Forms will be available for CURRENT customers in the 8.0 release.
Easy Pay Functionality. This allows you to send an invoice with a link to click and pay online (you must have Mango Web to use this feature).
Added option to the CMC>Generate Messages screen to “Exclude Suspended Accounts”.
Default colors added to File>Branch Setup>Colors tab. Use the “Reset to Default Colors” button to change all flag/MDM colors to more neutral tones
New Statement Assessment Code Module to generate statement fees at the end of the month (these fees will no longer be run with Late Charge Codes).
The Route Manager update will no longer rebuild history as long as table changes have not been made. This will decrease time of future updates. (This pertains to users on 710R7+ builds going to the latest release.)
New Load Order Warning. This warning will populate if the total Truck Load Units on a load order is greater than the truck load capacity.
Improved Android stability to prevent the Mango Mobile app from crashing.
Added ‘P’ indicator for Prospects to the Customer Information screen. Selecting the ‘P’ will take you to the Prospects screen to view their account information.

Following Items:

BUG RMA

Bug: RM: Perpetual Inventory Reports alignment is fixed

Bug: RM: Blocked sending of Route Settlement Invoices when the "Don't Send Desktop Invoices option is selected"

Bug: RM: CMC pulling hidden system files for attachments

Bug: RM: Corrected error when importing inventory adjustments from .xls

Bug: RM: Corrected error when saving contact messages

Bug: RM: Custom RPX Statements, Fix displaying preview watermark when printing/emailing

Bug: RM: Customer Info > Route tab > GPS push pin moves when RMLite options are hidden

Bug: RM: Delivery Orders > Selecting equipment service box before route_id is set causes an error trapper

Bug: RM: Finance assistant not allowing users to select credit.

Bug: RM: Lists > Routes > Route Master > Only allow users to select either 'use invoice pool' or 'use sequenced invoice numbers' (never both)

Bug: RM: Printing delivery orders in 1G format: Error: 12 - Variable 'SCALL_MSG' is not found.

Bug: RM: Reports > Route Reports > Management Reports > Reprint Perpetual Inventory report > Several fields misaligned and overlapping

Bug: RM: Tools > Global Changes > Modify Prices on Default Products > Rounding option is not being calculated correctly

Bug:RM: Program Cleanup: Review all route change utilities to ensure only appropriate calendar entries are extended. Updated to Global Route Change, Modify Schedule, and Clear Route Calendars functions to mark not_extend field for older calendar entries when making changes.

Enhancement RMA

Enh: RM: Custom Credit Card Receipt: Added "tCCPayInvMessage to the parameters for CC receipts so that "paid invoices" data can be shown"

Suggestion

Sugg: RM: Banking Info > Increase maximum authorization amour to 999999999.99

Sugg: RM: Branch Setup > Optimizations > Set limit for 'Purge Closed Load Orders' to 3 months

Bug: Mango Mapping

Bug: Mango Mapping: Multi-day Mapping > When viewing map in day label mode, defined day label colors are now being displayed correctly

Bug: Mango Mobile
Bug: MM: Off Route > Area > Stops added by scheduling area are disappearing when additional stops are added via RMLive
Bug:MM: Off Route>Area/Sub Area>Optimize via Handheld issues

Suggestion Mango Mobile:

Sugg: MM: Change Android Version Check to .txt File (internal only, do not include in release notes)

7.1.0R7 (7699)

Link for latest update: http://builds.ars247.com/rm2kAdv710r7_7699.exe

RMA

Bug: RM: Incorrect invoice format being sent to customers

Bug: RM: Lists > Products > Product Charge Codes > Stock tab is not being updated correctly

Bug: RM:if you have 8 week day labels setup in RMA when you have "Use Easy Input for scheduling customers selected there will be an eight week option for scheduling"

Bug: RM: Modules > CMC > Status Monitor > When sending custom credit card receipts, not all customer info is logged correctly

Bug:RM: CMC - Opened "X Times not updating"

Bug:RM: correct spelling of genrating to generating in 4 programs -> afternoon card, reprint invoices, statements, and open item statements

Bug:RM: Fixed issue with non NAP friendly message box being displayed when there was an open item that had no invoice detail available in history.

Mango Mobile

Bug: MM: Customer Information> Route Information> Remove character limit for driver instructions text from Mango Mobile.

MDM/Mango Mapping

Bug: Mango Mapping: Route Optimization > Manually setting optimization starting/ending locations does not always stick

Bug: Mango Mapping: Route Optimization > Issue optimizing 100+ stops when seq numbers loop to beginning of day

Bug: MDM: Profiles > Route Type and Routes columns are labeled incorrectly

SUGG

Sugg: RM: Statements > Email tab > Allow CMC tags to be used in message body

7.1.0R7 (7640)

Link for latest update: http://builds.ars247.com/rm2kAdv710r7_7640.exe

Power Hour: https://www.youtube.com/watch?v=pMn-MJx5xiA

RMA

7625 Enh: RM: CMC> Default product, equipment tags for CMC Templates

7622 Bug: RM: Reports > Accounting Reports > Sales Detail Report > Error when exporting report with 0 quantities

7616 Bug: RM: Custom Forms> Invoices> Implemented saving driver signature file to the upload .zip file in Advanced Comms.

7616 Bug: RM: Delivery Orders, if first record is a customer in collections all following customers will receive collections warning.

7617 Bug: RM: User doesn't appear on handheld login menu after update

7616 Sugg: RM: Allow class 5 (CRV) to be added in price lists

7622 Sugg: RM: CMC > Auto populate To and From Acct fields with 000001 and 999999 (not first/last tabled records)

MDM

7618 Bug: MDM: Old serviced customers not viewed: Changed MDM to display serviced customers on route invoices even if their calendar records are missing.

7619 Bug: MDM: Route Summary/RM Live View is not displaying the correct information

7.1.0R7 (7595)

Link for latest update: http://builds.ars247.com/rm2kAdv710r7_7595.exe

If link above doesn't work, copy and paste it into your browser

RMA

Bug: RM: Sales Detail Report > Corrected numeric overflow issue when exporting to excel (only occurred when total sales equaled $0.00)

Bug: RM: Reports > Inventory Reports > Inventory Stock Transfer report > Product Class sort option not working

Bug: RM: Sales Detail Report XLSX Export erroring out caused by data overflowing due to divide by zero

Bug: RM: Error when opening post payments in equipment leasing when equipment lease and adjustments is open

Sugg: RM: Replace a deleted delivery order with its regularly scheduled stop, if the new order is deleted

MDM/Mango Mapping

Bug: MDM: Reports Plus> ‘Customer + Route Report’ throws error trapper when opening

Bug: MDM: Print Route was pulling in customer’s Billing Name instead of Delivery Name

Bug: MDM: Selecting Transacting Detail from MDM Menu throws an error trapper

Bug: Mango Mapping: Route Optimization > Corrected error that occurred due to international date/time format

Bug: MDM: Corrected the order of product codes on shopping cart menu

Sugg: MDM: Pre-Route Report > Sort stops alphabetically when they have the same sequence number

7.1.0R7 (7555)

Link for latest update: http://builds.ars247.com/rm2kAdv710r7_7555.exe

If link above doesn't work, copy and paste it into your browser

RMA

Enh: RM: Require Single User Mode during update process

Enh: RM: Added new login critical warning messages that require user acknowledgement (for Data Mismatch and Files Too Large errors)

Enh: RM: Tools > Admin > Data Integrity Check > Added new checks for contact via codes

Enh: RM: New Licenses screen for R7

Enh: RM: Lists > Customer Setup Codes > Statement Codes > Added option to send ‘Separate Statement for each Transaction’

Enh: RM: Custom Statement forms > Set account number/name/message class for email statements

Enh: RM: File > Branch > Colors > Updated branch and handheld class colors

Enh: RM: Invoices & Adjustments > Added ability to add up to four Redemption charge codes

Enh: RM: Lists > Employees > Employee Setup > require a valid Handheld Class for Checker and Salesmen type employees

Enh: RM: Add a field in the Browse Grid to indicate Web Product/ Web Eq Type under Product Charge Codes and Equipment Type Codes

Enh: RM: Added address and equipment service fields to surveys

Enh: RM: Branch Setup > AR/GL 1 > Display Rounding on payment entry screen for cash payments

Enh: RM: Transactions > Enhanced Customer Review > Show where new customer originated (Mango Web/Mango Field Sales)

Enh: RM: Lists > Product Codes > Internet tab > Show image size and warn user if web image is too large

Enh: RM: AdvCommsConfig > Updated Live Tracking data path to LiveTracking.db

Enh: RM: Lists > Zip Codes > Added ability to assign Sub Area and Scheduling Area as defaults (also available in New Customer Wizard)

Enh: RM: Created POSTING.LOG to record all posting information (RMA\Data\POSTING.LOG)

Enh: RM: Lists > Equipment > Equipment Label Setup > Implement equipment label printing with Brother QL-800

Enh: RM: Reports > Accounting Reports > Taxes > Created new 'Fuel Tax Report' (Custom CRV setup required)

ENH: RM: Menu options and screens added to R7 for Mango Tank Monitoring

ENH: RM: Added option to Statement Codes Include "Do Not Pay message for customers with CC/ACH on file.

ENH: RM: Adding a Camera icon to Contact History in RMA to display images saved to this prospect.

ENH: RM: Function to auto create new prospect ID's Update Prospect Information to use new function.

ENH: RM: Prospect Info> Contact Hist > add follow up time to prospect contact messages grid

ENH: RM: Report of monitors assigned to tank

ENH: RM: Tools > Administration > Purge Prospect History

ENH: RM: Tools > Global Changes > Change Employee ID's

ENH: RM: When converting Prospect to Customer it will try to use the Start/Group from Prospect Source, then fall back to Customer Type/Internet tab Start/Group and if neither of those are filled in they will be left blank.

ENH: RM: Reports > Inventory Reports > Stock Transfer Report > Added new 'by Charge Code' sorting option

ENH: RM: add new fields to employee form / internet tab for default country, state, map zoom, customer/prospect view

ENH: RM: Added ‘P’ indicator to Customer Information for Prospects > Selecting the ‘P’ will take you to the Prospects screen for that Prospect.

ENH: RM: Customer Skip Stops report

ENH: RM: Equipment Service Orders Report > Added new fields rou_add1, rou_add2, rou_state, nsale_id

ENH: RM: Statements > Numbered Statements are not eligible for Open Item statements

ENH: RM: Lists > Routes > Route Master > Automatically create folder if it doesn't exist during save

ENH: RM: Lists > Customer Info > Contacts > Update Camera button to allow JPG, PNG, and BMP formats for customer images.

ENH: RM: Reports > Route Reports > Management > Suspend/Hold Service Accounts Report is now available for RMPro

ENH: RM: Removed blocking from Generate Statements screen

ENH: RM: Customer Skip Stops report now available in NAP

ENH: RM: Added ability to resend links to signature forms from New Customer Review

ENH: RM: Auto select Load Order batch numbers when accepting the Load Order

Sugg: RM: Tools > Archive Customers > process will automatically exit Single User Mode when complete

Sugg: RM: Change inventory comments to differentiate between Handheld Stock Take/Perpetual Inventory Adjustments

Sugg: RM: File > Branch Setup > Optimizations tab > Added option to archive Errors.log (Master branch setting only)

Sugg: RM: Lists > Products Codes > Product Charge Codes > Force all charge codes with a class of 4/5/7 to non-inventory

Sugg: RM: Lists > Equipment > Master List > Track when Rent Schedule equipment was last billed

Sugg: RM: Reports > Management Reports > Projected Delivery Reports > Add 'Show Next Delivery Day' option (deselect all products by default)

Sugg: RM: Tools > Admin > Data Integrity Check > Added Route Type check (Route Master Setup)

Sugg: RM: Tools > CMC Message History Maintenance > Added ability to delete/pack al CMC records within selected date filters

Sugg: RM: Tools > Archive Customers > Archive Customer Report > Add 'Archived Date' to report

Sugg: RM: Reports > Statements > Standard Statements > Allow Open Item Statements to use custom formats

Sugg: RM: Reports > Accounting Reports > Lookup > Reprint Invoices > allow the use of custom invoices when using option ‘Send Copy to Customer’

Sugg: RM: Attach Fault/Service Codes to Equipment Being Exchanged and Removed

Sugg: RM: Add automated temperature readings to AdvComms

Sugg: RM: Added Class 5 items to Inventory Sold Report (custom change, not available for all users)

Sugg: RM: Block printing to Post Script printer (when selecting in Local Settings and AdvComms)

Sugg: RM: Clear out .CST files after a specific number of days

Sugg: RM: Create 'Statement Assessment Code' module to generate these fees on their own

Sugg: RM: DO not rebuild history, if no table changes have been made

Sugg: RM: File > Messaging > Remove 'Delivery Order Email Setup' option from the menu (replaced by CMC)

Sugg: RM: Force all product codes to non-inventory, when they have a product class of 4, 5, or 7

Sugg: RM: Help Menu > Updated links to TeamViewer, Knowledge Base, and Release Notes

Sugg: RM: Lists > Customer Setup Code > Contract Codes > Add new Workflow Tab to Customer Contract Setup

Sugg: RM: Load Orders > Warn user if total TLU on load order is greater than truck TLC capacity

Sugg: RM: Local Settings > Report tab > Remove invoice options to display 8.5x11 format and show narrative

Sugg: RM: MFS employees can no longer be assigned to a route without a mobile warehouse

Sugg: RM: Modules > Prospect > Prospect Import > Add geocoding defaults

Sugg: RM: Move all PDF's stored in the PHOTOS folder to new table RMRDGPDFDOCS.

Sugg: RM: New Customer Wizard > Add new fields to attach contact information

Sugg: RM: Only allow deleting a stop form the Route tab

Sugg: RM: Product Charge Codes > Allow TLU's to be entered as a decimal

Sugg: RM: Prospect > allow importing of prospects from spreadsheet

Sugg: RM: Purge records older than 12 months form RMRDGTANKLEVELHIST

Sugg: RM: Rebuild Data File Changes to create web tables records

Sugg: RM: Remove Pre-Posting Items in the menus if Pre-Posting is disabled

Sugg: RM: Reports > Accounting Reports > Invoice Lookup > Save last used report parameters

Sugg: RM: Reports > Accounting Reports > Sales > Sales Comparison Report > Added 'Scheduling Area' and "Scheduling Sub Are' to export

Sugg: RM: Reports > Inventory Reports > Inventory On Hand Report > show valuation for mobile warehouses (Avg Cost and Fixed Cost valuation methods only)

Sugg: RM: Reports > List Reports > Zip Code List > Added new option to only show 'Delivery Service Areas' (Web flag)

Sugg: RM: Reports > Management Reports > Stops and Starts Report > Added Customer Type Code (extended format only)

Sugg: RM: Reports > Route Reports > Other > Last 5 Deliveries > Added 'exclude non-inventory products' option

Sugg: RM: Reports > Route Reports > Sales > Last 5 Deliveries > TLO data has been added to export (when report option is checked)

Sugg: RM: Warn user on login if Rent Calendars are blank/expired

Sugg: RM: Reports > Route Reports > Daily > Authorization Codes Report > Updated report to include customers that are COD/Past Due/Over Credit Limit/Hold Service/Suspended

Sugg: RM: Modules > Equipment Processing > Equipment Service > Show all equipment regardless of type and style codes assigned

Sugg: RM: Lists > Routes > Handheld Class > Upload Reports 2 tab > Increased email recipient field to 254 characters

Sugg: RM: Add barcodes and UPC codes to handheld PDF's

Sugg: RM: Implement Barcode Printing on Mango branded printers

Bug: RM: Delivery Orders > Corrected issue when modifying product details

Bug: RM: Transactions > Invoices & Adjustments > only allow Redemption codes to be added after invoice had been saved

Bug: RM: Customer Information > Default Products > only allow two decimal places for rental charge codes when added as default products

Bug: RM: Lists > Setup Codes > Statement Codes >Allow Bulk Statements to define how many Next Delivery Dates to include (previously defaulted to 4)

Bug: RM: Corrected issue with CMC Message Replies not creating an Empty Order

Bug: RM: Reports > List Reports > Customer List > Corrected error when Sort Option 1 was set to 'Zip Code' and 'Group by sort option 1' was selected

Bug: RM: File > Branch Setup > Equipment tab > Corrected issue creating Rent Groups

Bug: RM: Error: 12 - Variable 'EQ_PERCODE2' is not found

Bug: RM: Help > About menu > The 'grid' button will now prompt users to run a Data Integrity check, instead of doing so automatically

Bug: RM: Reports > Management Reports > Pre-Route Total/Net Serviced Customers Report is not including payment information

Bug: RM: Reports > Route Reports > Other > Print Route Photos Report > Photos are duplicated on export

Bug: RM: Sales tax rate printed on handheld invoice doesn't match the uploaded invoice

Bug: RM: Transactions > Invoices & Adjustments > Payments > Users unable to tab to 'Check/Coupon No' field

Bug: RM: Lists > Routes > Handheld Class > General > Force users to select a Start Time option

Bug: RM: Modules > Equipment Processing > Equipment Transfer > updated records to include Remote Serial Number and Manifold ID to allow posting

Bug: RM: Modules > Mango Web > Mango Web Settings > Corrected issue with ability to define Days before Cutoff (previously users could enter a negative value)

Bug: RM: Corrected error that occurred during install/update if SMS/SKT folders didn't exist

Bug: RM: Corrected error where customers were revving standard invoice, instead of custom invoice on upload/posting

Bug: RM: Delivery Orders > We are not updating (prom_who) and route/day/stop (route_stop) in RMRDGTELEREQ, when a delivery order is modified

Bug: RM: Do not duplicate Equipment Service records, when a route is reuploaded and posted

Bug: RM: File > Import > Equipment > Equipment ID uniqueness is not enforced during import

Bug: RM: Finance Assistance > Accounts are being credited when the option to debit is selected

Bug: RM: Fix for loading branch code for stops that have a blank branch_id in rtecal, default to customer branch.

Bug: RM: Generate Equipment Rents > Refined lookup of custom rent cycle codes to speed up generating rents

Bug: RM: Invoices & Adjustments > 'Equipment Service' button is hidden for some customers (when it should be available)

Bug: RM: Invoices & Adjustments > Unable to preview invoices

Bug: RM: Last 5 Delivers report showing incorrect averages

Bug: RM: Lists > Customer Info > Invoices tab > When sending an email from the Open Invoice screen, you receive a standard invoice (when it should be RPX)

Bug: RM: Lists > Routes > Handheld Class > Upload Reports > Exception Report is flagging products as 'not in default products' when they clearly are

Bug: RM: Load Orders > Only use the delivery order qty for a product that exists in customer averages

Bug: RM: Mango Mapping > MultiDay Mapping Too Many Routes/Day Labels Selected

Bug: RM: Period Close Process > Handheld archive files older than two months are not deleted from \RMA\data\HANDHELD\trans

Bug: RM: Process Credit Cards > Receipts and Update Forms are not being printed

Bug: RM: Prospects > Adding Contact Message throws an error

Bug: RM: Routes > Route Master > Handheld tab > We allow inactive routes to be assigned as the 'Default Delivery Route'

Bug: RM: Routes > Utilities > Extend Route Calendars > You get the following error message: Variable 'ORIG_DATE' is not found

Bug: RM: RPX Custom 8.5x11 Invoice Copy sending old RMA Format

Bug: RM: Single User Mode not being called for backups

Bug: RM: Tools > Show/Hide Communication Toolbar > corrected issue where toolbar is displayed when it's disabled

BUG: RM: Updated language and made box larger to show more files and make scroll buttons less cluttered.

BUG: RM: Lists > Employees > Blocked ability to duplicate user names (regardless of case)

BUG: RM: Corrected error for Master Billed accounts that have payments that created prior to being Master Billed.

BUG: RM: Lists > Equipment > Equipment Types > Deleted equipment types now show deleted records on browse grid

Bug: RM: Statements > 'ROUTE_ID" is not found when running open item statements

Bug: RM: Reports > Route Reports > Daily > Past Due By Route Day > Filters were not being correctly saved

Bug: RM: Customer Info > Language for 'Extra" field on customer window now sticks when changed

BUG: RM: Corrected issue causing log messages to not show detail when clicking message button

Bug: RM: Reports Plus > Equipment report could not be exported to excel

Mango Mobile

Enh: MM: Shrink size of barcodes printed on invoices

Enh: MM: Save Android logs when application encounters an unhandled exception

Enh: MM: Added ability to exchange cylinders using a new prompt under Miscellaneous Items

Enh: MM: Implement 'Pull Truck' option for Android devices

Enh: MM: Force stop Mango Mobile when it is removed from recent apps

Sugg: MM: Changed handheld services to run in foreground to improve stability

Sugg: MM: Separated Mapping Application install into two programs

Sugg: MM: corrected issues with storing new customer name so that it would print properly on invoices

Sugg: MM: Route Optimization > Added ‘Route Failed’ message

Bug: MM: Show all checkers if none assigned to the same handheld class as the driver

Bug: MM: Block adding additional promotion after one has already been selected.

Bug: MM: Fixed issue when setting promotion code on product

Bug: MM: Fixed issue loading truck quantities in miscellaneous items

Bug: MM: Fixed timing for opening order reduction code screen, apply reduction quantity for out of stock activity to the correct product

Bug: MM: Corrected issue creating duplicate mileage entries when re-uploading routes form archive

Bug: MM: Corrected issue with duplicate RMLive file names

Bug: MM: Corrected issue with not setting text color to black on a lighter background

Bug: MM: Corrected issue printing Â° Symbol on handheld receipts

Bug: MM: Corrected issue with duplicate load orders when being created from a handheld

BUG: MM: Fixed updating totals on Quick Entry screen

BUG: MM: Clear new customer information during load of Route Input to make sure we don't use it for on route customers

Bug: MM: Corrected scanning issue with Mango SX-50 handhelds

Bug: MM: After uploading a completed route, users are still being prompted to upload

BUG: MM: Fixed issue when equipment on different customers shared the same remote serial number, RBM was incorrectly summing up values from both customers.

Bug: MM: Truck Tracking > When viewing 'Customers without deliveries' inactive customers will now be filtered out from showing on the map

MDM and Mango Mapping:

Enh: MDM: Settings > Dispatch screen > Added new option to 'Show Skip Reason' on grid

Enh: MDM: Settings > System > Miscellaneous tab > Add option ‘Prompt to Confirm Date for New Delivery Order’

Sugg: MDM: Added warning when trying to view customer info, with no RMA running

Sugg: MDM: Added multiple checks to prevent MDM settings from being read/saved by multiple processes at once

Sugg: Mango Mapping: Advanced Route Scheduling - Added customer note column

Sugg: Mango Mapping: Geocoding > Added drop down option to toggle between prospects/customers

Bug: Mango Mapping: Route By Map > Updated to ignore stops marked ‘Not Extend’

Sugg: MDM: Automatically set customer country code based on server location

Sugg: MDM: Customer Info > Added ability to right click on customer email address, to send an email

Sugg: MDM: Route Summary > Show breakdown of payments by type (available when you right click on header)

Bug: Mango Mapping: Advanced Route Scheduling > changed query to ignore casing of cities on route stop/zip code

Bug: MDM: Created object to pass from menu to transfer screen to display route/date selected

Bug: Multi Day Mapping: Corrected issue causing duplicate records when saving more than once

Bug: MDM: If customer is being saved with stops on multiple routes on different branches, new form pops up to put them on the same branch

Bug: MDM: Importing Otto Data monitors puts them as installed

Bug: Route Optimization: Corrected issue when using international date format (fixed both Route Optimization/MDM grid)

Bug: MDM: Daily Reports Overview Report > Mileage records are not displayed correctly

Bug: MDM: Show Truck Status > Inventory quantities not being updated correctly after preforming truck reload

Bug: MDM: Viewing truck stock levels was not showing multi-unit correctly

Bug: MDM: Product Description is cutting off on MDM delivery ticket

Bug: MDM: Speed optimizations done to reading data in Multiday Mapping and Route by Map.

Bug: Multi Day Mapping: Corrected issue when loading too much data

Bug: Route By Map: Corrected issue displaying data from tanks (capacity, levels, alarms, dates)

Bug: MDM: Fixed issue where it was displaying the wrong header on the invoice header detail section in statements

Bug: MDM: Price List Promos being given even though Date is Expired

Bug: MDM: Route Header > Optimize Route > Routes are not being optimized and results are blank

Bug: MDM: Shopping Cart > Purchase order numbers entered on shopping cart orders are not being sent via RMLive

Bug: MDM: Skipped stops not showing as completed

Bug: MDM: Unable to launch MDM on new installs

Bug: MDM: Unable to mass geocode

Bug: MDM: Users are allowed to have sequence numbers shorter than 4 digits

Bug: MDM: When creating a shopping cart order, product order does not match customer info

Bug: MDM: Completed stops moving on MDM grid when route is optimized

Bug: MDM: Corrected sizing issue for load level column in route info grid

Bug: Mango Mapping: Route Optimization: Corrected issue when manually setting start/ending points

Small Account Docking:

Bug: SAD: Sync updated to create orders in RMA using YYMMDDXXXX date format

7.1.0R6

7.1.0R4( 4399)

(6399)

Download Link: http://builds.ars247.com/rm2kAdv710r6_6399.exe

PDF Copy of Release Notes: ReleaseNotes.pdf

Desktop Changes:

Enh: RM: Created MangoMonitor.exe to close all open programs during month end

Enh: RM: New branch option added to prevent users from editing products on price list customers

Enh: RM: Enable price list update by import

Enh: RM: Allow different invoice copies to be sent per bill/route to email address (Customer Info > Route tab)

Enh: RM: Lists > Customer Setup Codes > Statement Codes > Added option ‘Separate Statement for each Transaction’

Enh: RM: Product Codes Equipment Type Codes > Added field in the Browse Grid to indicate Web Product/Web Equipment Type

Sugg: RM: Lists > Routes > Handheld Class > Screen tab > Add ability to assign unique color to 'manual' orders

Sugg: RM: Branch Setup> AR/GL1 > Refund Code > Allow different branches to have different refund codes

Sugg: RM: Change inventory comments to differentiate between HH Stock Take/Perpetual Inventory Adjustments

Sugg: RM: Customer Info > Route tab > Send Invoice Settings > Add a label indicating what format invoice the customer will receive

Sugg: RM: Timeout creating an invoice if Branch Setup is open during save

Sugg: RM: Export Email Addresses does not include Marketing Email

Sugg: RM: Allow Quantity Discount pricing at the product level for RM Pro

Sugg: RM: Add customer EXTRA field to invoices and statements

Sugg: RM: Added missing RPX support to Email button in Invoiced & Adjustments print. Save invoice pdf to history files

Sugg: RM: Data Integrity Check > Added new checks for customer and route contact via codes

Sugg: RM: Reports > Management Reports > Projected Delivery Reports > Add 'Show Next Delivery Day' option (deselect all products by default)

Sugg: RM: Archive Customer process will automatically exit Single User Mode when complete

Sugg: RM: Tools> Archive Customers > Archive Customer Report > Add 'Archived Date' to report

Sugg: RM: Help > About menu > The 'grid' button will prompt users to run a Data Integrity check, instead of doing so automatically

Bug: RM: Reports > List Reports > Customer List Report > Corrected error trapper when report was previewed

Bug: RM: Reports > List Reports > Customer List Report > Corrected error when sort option one was set to 'Zip Code' and option 'group by sort option one' was selected

Bug: RM: Corrected issue where it was displaying the wrong header on the invoice header detail section in statements

Bug: RM: Transactions > Invoices & Adjustments > Payments > Users unable to tab to 'Check/Coupon No.' field

Bug: RM: Uploaded Invoices Don't Show Start Time

Bug: RM: Afternoon Reports > Product Sold Report does not show returns, when an afternoon reload has been preformed

Bug: RM: Fixed issue with Reprint Product Sold report deposits section when multiple routes are selected.

Bug: RM: Purchase Orders > Modifying and saving a PO was not recalculating costs

Bug: RM: Customer Delivery Calendar report is not generating customer emails

Bug: RM: Statements > Custom Statements > Fixed extra blank pages sending out with custom RPX format

Bug: RM: Statements > Resolved issues with desktop and handheld invoices being mixed

Bug: RM: Reports > Communication Reports > Contact History Messages Report > Branch ID is not being filled in on export

Bug: RM: File > Local Settings > Error when setting custom toolbar function

Bug: RM: Corrected issue with Auto-optimize not saving user settings

Bug: RM: Start Rent Date warning for semi-annual codes shows incorrectly

Bug: RM: Modules > Mango Web > Mango Web Settings > New Customers tab > First Delivery settings being cleared after update

Bug: RM: 'Suggest Route' tool will now show Will Call customers

Bug: RM: Customer Promotions > fixed setting discount price if the order had a previous discount applied

Bug: RMA: Corrected issue with 'Auto-Optimization' permission level

Bug: RM: Corrected misspelled labels in branch setup

Bug: RM: Afternoon Reports > Perpetual Inventory Report > Items with a variance are not showing correctly

Bug: RM: Product Charge Codes > Corrected error when opening product charge codes screen

Bug: RM: Branch Setup> Banking > Expired CC Letter > address line two has its own line in custom rpx format for expired credit cards

Bug: RM: Contact History Message Report > Corrected issue with report filters not saving al parameters

Bug: RM: Closing Period> Locks RMA Single User Mode> Does not allow download

Bug: RM: Fixed issue with Run on Sat/Sun options in Route Master that were hooked up to an incorrect security level code

Bug: RM: Corrected Error: 12 - Variable 'RTN' is not found

Bug: RM: Error when running Suspend/Hold Service Report

Bug: RM: Lists > Customer Info > Payment Info > Billing options 'Charge Now' and 'By Invoice' do not allow you to enter email details when using custom approved/decline forms

Bug: RM: File > Rebuild Data Files > When rebuild is cancelled, menu becomes frozen

Bug: RM: AdvComms > Doesn't Start Auto Optimization Correctly

Bug: Mango Mapping: Corrected issue with Route Optimization when using international date format (fixed both Route Optimization/MDM grid)

MDM & Mapping Changes:

Sugg: MDM: Settings > User Settings > Added 'Service Priority Code' to the Display Options

Sugg: MDM: Allow settings by branch for Auto Optimization

Sugg: MDM: Skip Printing Preview in MDM and Just Print (Load Order, Delivery Order)

Sugg: MDM: Optimization method will now be automatically selected (removed options form settings menu)

Bug: Mango Mapping: Route Optimization > Corrected issue with bad results when optimizaing for duration

Bug: Mango Mapping: Routes Daily Summary Rpeort > Corrected issue with mileage records not displayed correctly

Bug: MDM: Corrected issue when placing an order in time mode

Bug: MDM: Corrected issue when fewer than 24 delivery order reasons are in use.

Bug: MDM: Modifying an order moves it to the end of the route list

Bug: MDM: Auto Optimization > Warn uses when stops with Bad Geocodes

Bug: MDM: Shopping Cart > Orders marked as 'high priority' are showing are not showing on the handheld as the correct order

Bug: MDM: Add extra ‘null’ checking and error handling to skip stop in MDM

Bug: MDM: Error when driver receives multiple load orders for the same day

Bug: MDM: Corrected issue that occurred when sending emails to multiple recipients

Bug: MDM: Shopping cart orders > Delivery and invoice messages are not being logged on the customers contact messages

Sugg: Mango Mapping: Suggest Route Tool > Added ability to search by date range

Mango Mobile Changes:

Sugg: MM: Changed Android target install version to better support version comparability

Sugg: MM: Print the Take Inventory" report from handheld in product charge code order"

Bug: MM: Fixed issue when attempting fresh install using R6 builds

Bug: MM: Android devices running 4.4.2 are unable to complete invoices

Bug: MM: Drivers are unable to enter required PO numbers.

Bug: MM: Corrected issue with duplicate invoice numbers

Bug: Corrected issue setting 'default delivery route' on forward sales

Sugg: RM: New changes to 'Near By' window have been implemented, users can now search for any address, locate nearby customers, and have a route suggested

7.1.0R5( 5454)

Desktop Changes:

Enh: RM: Reports > Reports Plus > Added Call in Deliveries Report

Enh: RM: Web Prospects > Added new fields to form and database

Enh: RM: Added support Androids using IPV6

Enh: RM: Add Employee, Driver to inventory adjustments comments field so they can be shown on the Inventory Stock Transfer report

Enh: RM: Reports Plus > Added Delivery Schedule Report (Formerly only available in RDM)

Enh: RM: Reports > Reports Plus > Equipment > Added fields additional fields

Enh: RM: Reports > Reports Plus > Added fields for previous location/customer history

Enh: RM: NAP > Add Delivery Order and Contact History Reports

Enh: RM: Lists > Customer Info > Stop History tab > Added new fields to record last test date and results

Enh: RM: Limited length of 'DOCNUM' field on IIF export (QB Integration Only)

Enh: RM: File > Local Settings > Desktop tab > Added option to Browse Only Active Products in Product Charge Codes""

Enh: RM: CMC > added option to send messages to 'ALL' customers (Marketing tab only)

Enh: RM: Added Otodata changes for assigning meters to equipment

Enh: RM: Added functionality to export pictures to Excel file.

Enh: RM: Added ability to assign Closed Days

Sugg: RM: Updated Report Export form

Sugg: RM: Statements > Added a warning when generating a statement for a single customer, stating all defaults will be overridden with customer sleeted criteria

Sugg: RM: Sales Detail report > Added new option to 'Show Sales for Web Customers Only'

Sugg: RM: RMRGLSTOURT > Removed fields no longer in use for bottle count

Sugg: RM: RMRDGLSTROUT > Removed fields no longer in use

Sugg: RM: Reports > Sales Detail Report > Expanded product charge code description

Sugg: RM: Reports > Management Reports > Starts/Stops Report > Equipment will now only show under the stop to which it is assigned

Sugg: RM: Allow Quantity Discount pricing at the product level for RM Pro

Sugg: RM: Removal of 'cancel service' on email and SMS notification in Mango Web Settings

Sugg: RM: Reports > Lists Reports > Customer List > Added 'Acquisition Code' filter

Sugg: RM: Reports > List Reports > Customer Lists Report > Added 'Late Charge Code' filter to report

Sugg: RM: Reports > List Reports > Customer List Report > Added 'zip code' filter

Sugg: RM: Reports > Equipment > Equipment Services Orders > Added stop city to export

Sugg: RM: Removed redundant checks when modifying customer branch/type code (internal only)

Sugg: RM: Product Price Lists > Added the ability to copy form an existing price list, when creating a new one

Sugg: RM: Modules > Prospect > Prospect Setup > Added ability to print/preview all reports

Sugg: RM: Mango Surveys > Added ability to create custom calculations

Sugg: RM: Major Account Codes > Allow users to set a custom 8.5'x11' invoice as part of setup

Sugg: RM: Mail Payments > Sort payments on brows by record number

Sugg: RM: Lists > Zip Codes > Allow users to define a default price level for specific zip codes

Sugg: RM: Lists > Routes > Handheld Class > Upload Reports 2 tab > Added option 'Don't Send Empty Reports' which allows users to only receive reports with valid data

Sugg: RM: Lists > Enhanced Customer Review > Added refresh button to bottom of menu

Sugg: RM: Lists > Customer Info > Contacts tab > When a driver note is entered for a customer with multiple stops, the stop number will be referenced in the contact message

Sugg: RM: Fill in original route and date when modifying stops using he 'Schedule Change' tool (Internal only)

Sugg: RM: File > Branch > Calendars > Day Label Calendar > Increased size of calendar to prevent day labels form being cut off

Sugg: RM: Equipment > 'Sold As' option is now available for all users.

Sugg: RM: Display an icon on the toolbar when AdvComms is not running

Sugg: RM: Delivery Orders > Pull customer phone numbers from Info tab, if Route tab phone number is blank

Sugg: RM: Created 'New Customers Via Web' report

Sugg: RM: Created 'Docking.Payments' flag file for customers needing access to payment menus (Docking Customers Only)

Sugg: RM: Corrected permissions issue with payment menu (Docking customers only)

Sugg: RM: CMC Module > Add new short codes to dropdown in Template Manager

Sugg: RM: CMC > Manage My CMC Templates > Add short codes for each specific aging level

Sugg: RM: Branch Setup > Logging > Automatically Enable 'MDM Logging'

Sugg: RM: Branch Setup > Defaults tab > Added ability to define a default language

Sugg: RM: Allow posting on invoices when date/route has been modified

Sugg: RM: Added option to print delivery orders through current custom pre-route report

Sugg: RM: Added new warning to Change Route Date screen

Sugg: RM: Added new help info for CMC audio codes and templates

Sugg: RM: Added .XLSX support to NAP

Sugg: RM: Add support for Token Based eChecks for Auth.net

Bug; RM: CMC > Reply to email address not saving when creating NAP

Bug: RM: RMLive > Completed stops showing on their completed day, instead of their route day

Bug: RM: Users are able to log in when 'Single User Mode' is activated

Bug: RM: Statements > Option in 'Include Bottle Count' doesn’t show customer deposit info

Bug: RM: Statements > Open Item Statements were not attaching invoices copies for consolidated accounts

Bug: RM: Sales Detail Report > Error when 'Including Customers w/ No Purchases'

Bug: RM: Routes > Print Load Order > Products missing when printing load order report (Detail only)

Bug: RM: Reports Plus > Added missing fields when creating a 'Customer + Route' report

Bug: RM: Reports > Sales Reports > Sales Detail Reports > Fixed issue with ‘Do Not Group Master Accounts' checkbox

Bug: RM: Reports > Sales > Sales Comparison Reports > Option to 'Show Units instead of Qty' is not working correctly

Bug: RM: Reports > Route > Management Reports > Minimum Purchase Offenders Report > Route filter now working

Bug: RM: Reports > Reports Plus > Customer Reports > Error trapper appears when you right click on the 'Due' field

Bug: RM: Reports > Management Reports > Sales Commission Report > Sales Rep 2 and 3 are blank on export, driver information needs to be added

Bug: RM: Reports > Equipment > Missing Services Tickets > Branch info not being filled in properly

Bug: RM: Purchase Orders > Creating a new vendor PO, using the quick entry method, was pulling in the product cost instead of the vendor cost

Bug: RM: Product Price Lists > Corrected issue language

Bug: RM: Point of Sales Module > Corrected printing issue

Bug: RM: New Equipment Wizard > Updated number of decimals in Equipment screen (maximum 2 decimal places)

Bug: RM: Modules > Purchase Orders > Unable to email vendor PO's

Bug: RM: Load Orders > Print Load Order > Corrected issue descriptions not wrapping correctly

Bug: RM: Load Orders > Corrected calculation issue when generating load orders using 'Avg of Last 5 Day's' option

Bug: RM: Load Order Report > Corrected issue with product weights

Bug: RM: Lists > New Customer Review > require at least one customer is selected with a valid status before saving

Bug: RM: Issue Creating Shopping Cart Orders

Bug: RM: Inventory Reports returning incorrect results for FIFO/LIFO/ABG valuation methods

Bug: RM: Inactive product charge codes are being added to load orders

Bug: RM: Gratis Report by Route > Corrected error 12: Variable 'TREPORTMSG144' is not found

Bug: RM: Equipment Service Orders Report > Corrected issue with pulling records by date range

Bug: RM: Emailing invoices was pulling info form main branch, instead of the customer's assigned branch

Bug: RM: Delivery Orders > Corrected error when printing default quantity pricing on an order with no products

Bug: RM: Delivery Orders > Allowed users to remove rental charge code when creating an install ticket

Bug: RM: Corrected issue with Web Prospect Code report

Bug: RM: Corrected issue with secondary rent codes not attaching equipment serial number

Bug: RM: Corrected issue with Pack Data

Bug: RM: Corrected issue with brows screen when no records were selected

Bug: RM: Corrected issue when importing product info with Group Codes

Bug: RM: Corrected issue when adding Qty Discount to default products (when customer is on price list)

Bug: RM: Corrected Error: 12 - Variable 'COMP_NXINV' is not found

Bug: RM: Corrected error: 12 - Variable 'ALLRTELOAD' is not found

Bug: RM: Afternoon Reports > Product Sold Report does not show returns, when an afternoon reload has been preformed

Bug: RM: AdvComms Monitor > Last Completed field will now display the last completed route date, instead of the last upload date

Bug: RM: Reports > Route Reports > Management Reports > Corrected error when opening Customer Route List

Bug: RM: Corrected issue with secondary rent codes not attaching equipment serial number

Bug: RM: File > Local Settings > Error when setting custom toolbar function

Bug: RM: Error: 12 - Variable 'RTN' is not found

MDM and Mapping Changes:

Sugg: MDM: When sending a delivery order, use the employee email address as the reply (If no employee email, use branch)

Sugg: MDM: Warn user when opening multiple MDMs

Sugg: MDM: Updated report titles

Sugg: MDM: Updated 'Plot Route' and 'Optimize' buttons to new colors

Sugg: MDM: Updated Here Maps Keys

Sugg: MDM: Shopping Cart > Add shortcut to truck tracking

Sugg: MDM: Route Optimization > Limited number of stops that can be optimized (150 for gold level, 100 for silver)

Sugg: MDM: Plot Multiple Routes > Users can now right click on a route, and optimize from this screen

Sugg: MDM: Force 'Spoke With' on delivery orders in when selected in branch setup

Sugg: MDM: Customer Lookup > Added option to search for accounts by equipment serial number

Sugg: MDM: Created New route Summary Report

Sugg: MDM: Created new 'RMLive View' window to show real item route info (Right click route header > RMLive View)

Sugg: MDM: Auto-optimization settings will show all routes at all times, regardless of employee branches

Sugg: MDM: Automatically attach a copy of the order when emailing the customer form the shopping cart window

Sugg: MDM: Advanced Route Scheduling - Default Filter upon Opening

Sugg: MDM: Added option to force signature/picture on delivery orders, and to display customer type codes on grid

Sugg: MDM: Added 'Daily Route Summary' window

Sugg: MDM: Add warning to skip stop prompt, that changes on grid must be saved

Bug: MDM: When creating a delivery order in shopping cart, the 'Spoke With' field was not required the branch option was selected

Bug: MDM: Users receive a warning stops cannot be moved, when a route is only partially completed

Bug: MDM: Show Truck Info > Corrected issue with truck weight/volume

Bug: MDM: Issues with Truck Capacity/Weights/Volume

Bug: MDM: Customers are showing as past due/hold service when they are current

Bug: MDM: Credit Class 'Day's' Not Implemented

Bug: MDM: Corrected issue with delivery orders, is ticket number is blank

Bug: MDM: Corrected issue when saving on grid with skipped stops

Bug: MDM: Corrected issue when removing products form load order in MDM

Sugg: Mango Mapping: When viewing 'Nearby Customers' there is now an option to return to the starting point

Sugg: Mango Mapping: Plot Multiple Routes > Add ability to create/view delivery orders (Right click on stop)

Sugg: Mango Mapping: Nearby Customers Screen > Added street address for nearby customer

Bug: Mango Mapping: Truck Tracking / Show Truck Location

Bug: Mango Mapping: Route Optimization: Corrected issue with 'Ignore Service Times' option.

Bug: Mango Mapping: Geocoding > Corrected issue with address fields being cut off

Bug: Mango Mapping: Geocoding - Geocoding Always Comes up With Invalid Addresses Locations in R5

Bug: MDM: Added criteria for date to the Route report to prevent Out of Memory Exceptions

Bug: MDM: Add extra null checking and error handling to skip stop in MDM

Bug: MDM: Error when driver receives multiple load orders for the same day

Bug: MDM: Fixed setting discount price if the order had a previous discount applied

Bug: MDM: Corrected issue when fewer than 24 delivery order reasons are in use.

Bug: MDM: Shopping Cart > Orders marked as 'high priority' are showing are not showing on the handheld as the correct order

Mango Mobile Changes:

Enh: MM: Added the ability to print bar codes on the shopping cart and invoices

Enh: MM: Added support Androids using IPV6

Enh: MM: Added option to allow one handheld to create loads for all routes

Enh: MM: Added new option 'Do Not pull On -Route Order when servicing Off-Route'

Enh: MM: Add option to require CVV and Zip on handheld credit card entry

Enh: MM: Add customer detail to signature screen on handheld

Sugg: MM: When re-uploading routes from the archive, add a warning regarding perpetual inventory totals

Sugg: MM: Users can now view business open hours, by selecting the 'I' tab on the handheld (Android only)

Sugg: MM: Show 'Stop Rent Date' field when installing/viewing equipment

Sugg: MM: Off Route Section > When selection the 'Near Me' option, show which stops are will call

Sugg: MM: Added Quantity label for equipment parts

Sugg: MM: Added option to block re-optimization on handhelds (Android only)

Sugg: MM: Add default equipment type for customers entering equipment (Docking Customers Only)

Bug: MM: Updated encryption method when processing vaulted card on file

Bug: MM: Sped up scanning process

Bug: MM: Multi-stop invoices not recording average sales correctly

Bug: MM: Drivers not being filters by branch correctly

Bug: MM: Corrected issue with equipment tarts not calculating totals correctly

Bug: MM: Corrected issue with duplicate invoice numbers

Bug: MM: Corrected issue where RMLive orders were not being sent to the handheld (is AdvComms service was terminated)

Bug: MM: Corrected issue when 'Viewing all Stops on Map' when stops are not found/geocoded

Bug: MM: Corrected issue when clearing promotions on forward sales

Bug: MM: Corrected Android 10 Update Issue

Bug: MM: Changed handhelds to use delivery order coordinates for navigation (android only)

Bug: MM: Added Logging to starting/stopping the RM Live Service

Bug: MM: Corrected upload error when printing Product Sold Report (with Detail)

R4 (4440)

Desktop Changes:

Enh: RM: CMC > Added option on marketing tab to send messages to ‘ALL’ customers (regardless of contact via code)

Enh: RM: NAP > Added new script to generate Daily Rents and Leases

Enh: RM: Implemented new "Manual" Direct Meter Type for invoice printing of beginning/ending filled percentages

Enh: RM: Store Propane Inspections in selected filing cabinet drawer

Enh: RM: NAP > Added script to generate Late Fee Charges

Enh: RM: Branch Setup > Route/GPS > Added option to 'Prompt for Address Confirmation'

Enh: RM: Created new report to print route/site photos (Reports > Route Reports > Other > Print Route Photos)

Enh: RM: When exporting to Excel, format Dates and times accordingly

Enh: RM: Customer Info > Invoice tab > Added aging to Quick View screen

Enh: RM: Advanced Communications Configuration > Block users from selecting network drives

Enh: RM: Handheld Class > Warn user when handheld logo is too large

Enh: RM: Added option to suppress failed halogen tests from printing/displaying on invoices

Enh: RM: NAP > Added Sales and Tax report script

Enh: RM: NAP > Added Sales Tax Collected report script

Enh: RM: NAP > Added Asset Tax report script

Enh: RM: Allow Drivers Manifest Codes to be assigned a custom form

Enh: RM: Ability to Generate a Load Request using ADHOC

Enh: RM: Set the order of products by product class on invoices and delivery orders for custom RPX

Enh: RM: All Reports now export to XLSX

Enh: RM: Able to export XLSX in NAP

Enh: RM: Limited length of 'DOCNUM' field on IIF export (QB Integration Only)

Enh: RM: Lists > Customer Info > Stop History tab > Added new fields to record last test date and results

Sugg: RM: Added new warning to Change Route Date screen

Sugg: RM: Equipment > 'Sold As' option is now available for all users

Sugg: RM: Product Price Lists > Updated language to allow user customization

Sugg: RM: Reports > Management Reports > Starts/Stops Report > Equipment will now only show under the stop to which it is assigned

Sugg: RM: File > Branch > Calendars > Day Label Calendar > Increased size of calendar to prevent day labels form being cut off

Sugg: RM: Branch Setup > Handheld tab > Added option to "Block Ability to Send MM: Database via Life Preserver"

Sugg: RM: Handheld Class > Upload Reports tab > Exceptions Report > Added option to 'Show Products Sold Not In Default Products List'

Sugg: RM: Branch Setup > AR/GL 2 > Added option 'Do Not Show Payment Breakdown on GL Posting' report

Sugg: RM: Statements > Add invoice P.O. to Open Item Statements w/ Invoice Copies

Sugg: RM: CMC > Enable [PASTDUEAMOUNT] short code for emails

Sugg: RM: Branch Setup > Orders/Invoices > Added new option 'Don't Charge Rent on Delivery Orders'

Sugg: RM: Exclude specific invoice types from automatically creating credit card charges (Finance Assistant and Refund Module Invoices)

Sugg: RM: Allow users to edit the 'Batch No' field, on credit card payments (Mail Payments window)

Sugg: RM: Branch Setup > Allow permanent warehouses to be assigned to more than one branch

Sugg: RM: Added ability to move skipped stops to unscheduled orders (Lists > Routes > Handheld Class > Upload Tab > Move Drags to Unscheduled Orders)

Sugg: RM: Reports > Accounting Reports > Lookup > Invoice Lookup > Add ability to search by partial PO

Sugg: RM: Inventory Physical Count > Allow entry of related units to take inventory

Sugg: RM: Added ability to Always Create Orders as New Delivery (If selected in Branch Setup)

Sugg: RM: NAP > Added additional options to Business Pulse report script

Sugg: RM: New Customer Wizard > Add Credit Terms

Sugg: RM: Add ability to show manual orders as a different color form delivery orders

Sugg: RM: Do not post for any route that does not have a day end upload

Sugg: RM: Add "Picked" option to Delivery Order Screen

Sugg: RM: Product Price Lists > Added the ability to copy form an existing price list, when creating a new one

Sugg: RM: Reports > Lists Reports > Customer List > Added 'Acquisition Code' filter

Sugg: RM: Lists > Enhanced Customer Review > Added refresh button to bottom of menu

Sugg: RM: Reports > List Reports > Customer Lists Report > Added 'Late Charge Code' filter to report

Sugg: RM: Mail Payments > Sort payments on brows by record number

Sugg: RM: Lists > Customer Info > Contacts tab > When a driver note is entered for a customer with multiple stops, the stop number will be eferenced in the contact message

Sugg: RM: Lists > Zip Codes > Allow users to define a default price level for specific zip codes

Bug; RM: CMC > Reply to email address not saving when creating NAP

Bug: RM: Modules > Purchase Orders > Unable to email vendor PO's

Bug: RM: Corrected issue with secondary rent codes not attaching equipment serial number

Bug: RM: POS > Corrected issue with credit card payments duplicating

Bug: RM: Corrected issue with promo prices not calculating correctly

Bug: RM: Corrected issue with skipped delivery notifications

Bug: RM: Product Price Lists > Corrected issue language

Bug: RM: Routes > Print Load Order > Products missing when printing load order report (Detail only)

Bug: RM: Corrected Error: 12 - Variable 'COMP_NXINV' is not found

Bug: RM: Emailing invoices was pulling info form main branch, instead of the customer's assigned branch

Bug: RM: Load Orders > Print Load Order > Corrected issue descriptions not wrapping correctly

Bug: RM: Purchase Orders > Creating a new vendor PO, using the quick entry method, was pulling in the product cost instead of the endor cost

Bug: RM: Inventory Reports returning incorrect results for FIFO/LIFO/ABG valuation methods

Bug: RM: Statements > Open Item Statements were not attaching invoices copies for consolidated accounts

Bug: RM: Corrected issue with floor levels when optimizing routes

Bug: RM: Corrected issue with secondary rent codes not attaching equipment serial number

Bug: RM: Corrected issue with deleting products on Ad-Hoc Stock Levels

Bug: RM: Load Orders > Print Load Order > Corrected issue descriptions not wrapping correctly

Bug: RM: Emailing invoices was pulling info form main branch, instead of the customer's assigned branch

Bug: RM: Lists > New Customer Review > require at least one customer is selected with a valid status before saving

Bug: RM: Delivery Orders > Corrected error when printing default quantity pricing on an order with no products

Bug: RM: Pre-Route Report > One time messages are not being displayed when selected

Bug: RM: Vendor Purchase Orders > Error when selecting header button

Bug: RM: Equipment services not showing on uploaded invoices correctly

Bug: RM: Customer Info > Payment Info > Credit Card > Error occurs when using 'Issue Credit' button

Bug: RM: Generated Rent Charges > Truck ID is not being added to invoices

Bug: RM: Handheld Class > Upload Reports 2 > Unable to print 'Customer Photo Log' report

Bug: RM: Lists > Product Codes > Daily Cost Recording > Unable to select the ''Up' arrow

Bug: RM: Corrected spelling error on inactive employee warning

Bug: RM: Customer Info > Route tab > When clearing the delivery calendar, the date range is being ignored

Bug: RM: Customer Info > Route tab > When right clicking on the delivery calendar to see all scheduled stops, skips are being included

Bug: RM: Print Load Order Detail Report Is not displaying products correctly by stop

Bug: RM: Manually entering a ticket number on the handheld, is not completing delivery orders

Bug: RM: Period Close Clearing locks that it should not

Bug: RM: Error entering a batch code on inventory adjustments

Bug: RM: Load Orders > When adjusting the quantity of charge code with a base relation, the quantity is not calculating correctly

Bug: RM: Route > Print Load Sheet > Non-inventory items are not being included on the Load Sheet, when option 'Include Non-inventory items' is selected

Bug: RM: CMC Status Monitor > Added account numbers when applicable

Bug: RM: Recurring Charges > previously deleted charges are being charged (until data is packed)

Bug: RM: Error in Handheld Class when in DEMO mode (Internal use only)

Bug: RM: NAP > Close Period Script can be run successfully while users are logged in

Bug: RM: Corrected issue with 'Start Reasons' in customer type codes

Bug: RM: Corrected error trapper when trying to modify Branch Setup 8.5x11 invoice format without selecting a valid format to edit

Bug: RM: Users are unable to email a custom invoice, form the Invoice Listing screen (Lists > Customer Info > Invoices > Invoice Listing)

Bug: RM: Reports > Route Reports > Sales > Last 5 Deliveries report > When you select the email button, you only receive a preview

Bug: RM: Modules > Inventory > inventory Physical Count Window > The inventory summary that prints after saving your changes needs to be realigned

Bug: RM Cage counts duplicated on upload and RMLive

Bug: RM: View/Edit Load Order - Average of Last 5 Days

Bug: RM: Backdating orders in MDM and in Presale

Bug: RM: Error: 12 - Variable 'TALIASBEFOREEDITCUSTOM' is not found.

Bug: RM: MDM Equipment Parts to show on HH invoices and MDM invoice viewer screen

Bug: RM: Signatures on HH Invoices do not appear after uploaded into RMA

Bug: RM: Equipment Service Orders Report > Corrected issue with pulling records by date range

Bug: RM: Corrected issue with brows screen when no records were selected

MDM and Mango Mapping Changes:

Enh: Mapping: Route Optimization > Allow users to define different starting and ending locations for optimization (Must right-click on plotted stops)

Sugg: MDM: Customer Lookup > Added option to search for accounts by equipment serial number

Sugg: Mapping: Nearby Customers Screen > Added street address for nearby customer

Sugg: MDM: Invoice Viewer > Do not show 'equipment parts section when none are present on the invoice

Sugg: MDM: Invoice Viewer > Add date/time stamp when user "Edit Invoice"

Sugg: MDM: Route Optimization > Added 'Reverse Route' button

Sugg: MDM: Route Optimization > automatically re-optimize failed routes with less restrictions (Silver level Mapping)

Sugg: MDM: Open Hours > Allow users to change open hours

Sugg: MDM: Show Truck Info > Inventory quantities should always be in base units, unless a load reference unit is specified

Sugg: MDM: Route Information Screen > Updated header names

Sugg: MDM: Add support for 'global routes' (Lists > Routes > Route Master)

Sugg: RM: Add ability to show manual orders as a different color form delivery orders

Sugg: Mapping: Geocoding > Add Export/Print Options for Invalid Addresses

Sugg: Mapping: Geocoding: Added sorting options to "Invalid Addresses" and "Matched Addresses" grids

Sugg: Mapping: Plot Routes > Added "Email" field and Make Hyperlinks to SMS/Email Driver Form

Sugg: Mapping: When viewing 'Nearby Customers' there is now an option to return to the starting point

Sugg: Mapping: Route by Map: Added options for route type, stop type, and field skills

Sugg: MDM: Route Optimization > Add Ending Warehouse to Summary

Sugg: Mapping: Mango Web Locations > Updated to use Here Maps

Sugg: Mapping: Calculate Route ETA Notification (geocoding within MDM)

Sugg: Mapping: Added ability to see closest routes when scheduling deliveries (red push pin)

Sugg: Mapping: Route by Map: Added ability to display stops by last delivery date

Bug: MDM: Users receive a warning stops cannot be moved, when a route is only partially completed

Bug: MDM: Credit Class 'Day's' Not Implemented

Bug: MDM: Customers are showing as past due/hold service when they are current

Bug: MDM: When creating a delivery order in shopping cart, the 'Spoke With' field was not required the branch option was selected

Bug: MDM: Corrected error that occurred when moving unscheduled orders on grid

Bug: MDM: Corrected error that occurred when printing custom drivers manifest

Bug: MDM: Stops still blinking even after accepted/rejected (RMLive Users Only)

Bug: MDM: Manually rescheduled stops are not being removed from the handheld (RMLive)

Bug: MDM: Updated delivery order for mat 1V to fit on one 8.5"x11" page

Bug: MDM: Security Levels > Hide 'shopping cart' and add 'new order' (right-click) options when users are blocked form creating new rders

Bug: Mapping: Truck Tracking: Branch and route selection should be ordered by route code

Bug: Mapping: Route Optimization > Added support for multiple time bands

Bug: MDM: Mango Mapping > Too Many Routes/Criteria unable to process mapping components due to too many routes processing

Bug: MDM: Route Optimization Menu Formatting

Mango Mobile Changes:

Enh: MM: Added the ability to print bar codes on the shopping cart and invoices

Enh: MM: Added new option 'Do Not pull On -Route Order when servicing Off-Route'

Enh: MM: Clor-D-Tect Test

Enh: MM: Handheld Class > Finance tab > Added option to 'Don't Require COD Payments on Future Orders'

Enh: MM: Added option to 'Only Show Loaded Product for miscellaneous Items' (Enable in Handheld Class > Sales Rules tab)

Enh: MM: Added 'On My Route Only' filter to Make Route screen

Enh: MM: Expanded and added new options to the off-route menu

Sugg: MM: Add default equipment type for customers entering equipment (Docking Customers Only)

Sugg: MM: Afternoon Menu > Allow previewing of 'Day End Payments' and 'Stock Summary' reports

Sugg: MM: Added a select/deselect all option to the off route stop selection screen

Sugg: MM: Truck Status > Inventory quantities should always be in base units, unless a load reference unit is specified

Sugg: MM: Change sort order on Afternoon Check In print out to Prod Id

Bug: MM: RMLive > Resolved issue with handheld service not restarting

Bug: MM: Sped up scanning process

Bug: MM: Truck Tracking > Timestamp on latest update showing different time zones

Bug: MM: Corrected issue that occurred when uploaded Mango Survey Information

Bug: MM: Corrected issue with Pre Pay pricing when adding items form the miscellaneous screen

Bug: MM: Propane inspections are not showing timestamp on invoices

Bug: MM: Redemption (CRV) is being cleared on the shopping cart, showing the wrong totals

Bug: MM: Drivers are able to modify load order quantities during the morning load process, when 'block partial load orders' is enabled

Bug: MM: AdvComms crashing on download when aborted

Bug: MM: Handheld Promos > When accepting an available promotion, inventory is added to the invoice even when out of stock

Bug: MM: Using Skip Codes that require auto-emailing customers pictures causing application to crash

Bug: MM: When accepting an available promotion, inventory is added to the invoice even when out of stock

Bug: MM: Corrected issue when 'Viewing all Stops On Map' when stops are not found/geocoded

Mango Survey Changes:

Sugg: Mango Surveys: Added ability to print/email completed surveys

Bug: Mango Surveys: Equipment Servicing issues corrected

Bug: Mango Survey: Margins needs to be corrected

Bug: Mango Surveys: Disallow adding duplicate survey codes

Bug: Mango Supervisor: Sales are being recorded on scheduled date, instead of date they were processed

Small Account Docking Changes:

Bug: Small Account Docking: Corrected balance issues when running sync

7.1.0R4( 4433)