Material Request Added to Service Request Portal
Path: Admin > Form Attributes > Service Request Portal–Material Request
The Service Request Portal (SRP) now includes a Material Request form that allows your requestors to ask for the Parts or materials they need.
This is another enhancement to SRP to make your request links easy to create and easy for requestors to use.
Like other SRP forms, you can use the Block Palette to drag the desired features to your Material Request page.
Standard buttons, links, Requestor, and Organization blocks are available.
In addition, Parts, Sales, and shipping information can be added.
Mass Import Templates for Meters
Path: Admin > Mass Import
Our customers continue to request enhancements to the Mass Import module, and in response, WebTMA continues to add more templates.
With this release, you have two new selections:
- Meter
- Meter Type
Like other Templates for Mass Import, you can download and complete the spreadsheet before creating an import.
Email Multiple Techs from WO Schedule Tab
Path: Transactions > Work Order > Records / Schedule Tab
The Work Order / Schedule Tab includes icons to Email details to a Technician.
When more than one Technician is assigned to the work, you can now click the icon in the heading to open a flyout window and select some or all Technicians who need to have the message.
This feature was available for those who used WebTMA v5, and it is now included in WebTMA v7 as well.
UPI - PO Export Has Double Quote Option
Path: Admin > Universal Interface Setup / UPI – Purchase Order Export (Transaction Type)
When some clients export to another application, their lines may contain commas, tabs, and special characters. This causes errors when importing to the outside application.
You now have the option to export the flat file and use double quotes if you have updated services. Since this is not needed by most users, updated services are required to use the enhancement.
UPI - AP Invoice Export Now Includes UDF Values
Path: Admin > Universal Interface Setup / UPI – AP Invoice Export (Transaction Type)
The UPI – AP Invoice Export Transaction Type for the Universal Interface module, now includes UDF fields for column selection. Previously, the UDF fields were not available.
Inactivate Part Lines from Warehouse Module
Path: Material > Warehouses / Part Inventory Tab
The Warehouse / Part Inventory Tab includes an Active column with check boxes to inactivate a SKU line that has zero (0) Parts on-hand.
Previously, a change to the check boxes on the Warehouse / Part Inventory Tab did not save.
Having the option to inactivate SKU lines for several line items at one time is more efficient than opening each Part record to perform the same function on the Parts / Locations Tab.
If you save inactivated SKU lines on either the Warehouse window or the Parts window, the action is reflected on the appropriate Tabs of both windows.
NOTE: This does not inactivate the entire Part record. It only affects lines on the Part Inventory or Locations Tabs with zero (0) Parts on-hand.
Trade Window Shows Inactive Technicians
Path: Organization > Repair Center > Trade / Technician Tab
The Trade / Technician Tab has a new Active column. Empty check boxes indicate an Inactive Technician. The check boxes are read-only.
Previously, the list on the Trade / Technician Tab did not distinguish between Active or Inactive Technicians.
When a Technician record is marked Inactive, this is now reflected on the Trade / Technician Tab.
UDF Field Name Visibility Extended for Request Log
Path: Transactions > Request > Request Log
If your UDF options have very long names, you can now see the full name by hovering over the ellipsis in the drop-down list.
Previously, the selection only showed the first 50 characters although the field can allow up to 250 characters.
With this change, hover your cursor over the field and ellipsis to see the full name in the tool-tip. The illustrations above show the view “before” and the new “after” view.