PO Counters Available by Repair Center
Path: Organization > Repair Center > Records / Identity Tab–Preferences Section
You now have the option to set Automatic Purchase Order Counters and Prefixes by Repair Center rather than globally.
Three new fields have been added to the Preferences section of the Identity Tab: Auto PO Counter, PO Prefix, and Counter.
When you mark the three fields, Purchase Orders with that Repair Center populated on the record use the prefix and count value designated on the Repair Center Preferences.
If you need to track purchases by Repair Center, this new feature is a quick and easy way to do so.
You also have the option to set the global counter on the Admin > Client Info / Counters Tab. If both are set, the Repair Center settings are used.
Creator Column Added to WO Results Tab Comment Section
Path: Transactions > Work Order > Records / Results Tab
Path: Transactions > Work Order > Records / Results Tab
A new Creator column has been added to the Work Order / Results Tab in the Comment Section. This identifies the person who made the comment. The column was also added to the Find Criteria list.
Previously, comments made from WebTMA mobile were not seen in the main application. With this new column, the creator of the comment is identified.
In addition, the new column has been added to the Criteria drop-down, which makes it searchable and reportable.
Linked Documents Section Enhanced
As a follow-up to the Linked Documents grid released on May 12, the Linked Documents section in the Navigation panel has been improved.
Details:
Previously, the section could be displayed in two states using the toggle icon :
- Grouped by file Type
- Grouped by Entity (e.g., WO, Asset, etc.)
The revised view can be displayed in three states:
- Grouped by file Type
- Grouped by Entity (e.g., WO, Asset, etc.)
- Grouped by file Category
The toggle icon has been changed to a cyclical icon .
Copied User Groups Now Retain Preferences/Privileges
Path: Admin > User Management > Groups / Preferences Tab
When you copy a User Group record, the copied record now has the same Preferences and Privileges.
Previously, a copied Group record did not save the contents of the Preferences Tab.
With this enhancement, you can clone different Groups without having to add new Preferences or Privileges. Of course, you can always make changes to the copied record but having a base will save time.
CAD Import Queries Available to Dashboard Controls
Path: Dashboard / Add New Control
If you have the Space Management module, you can now select CAD Import for your Dashboard controls.
The Base Window drop-down list now includes CAD Import.
Previously, the selection was not available.
Reminder: This option is only visible if you have the Space Management module.
Requests Converted to Projects Now Include Estimates
Path: Transactions > Request Log
Path: Transactions > Project > Records
When a Request Log record has an attached Estimate and is converted to a Project, the new Project inherits the associated Estimate.
Previously, the system did not include Estimates attached to a Request. Now, if the Request Log has an Estimate, the Project inherits the Estimate from the Request Log.
You can identify the presence of an Estimate by looking at the Action Menu. If the Estimate link is bolded and bounded by asterisks (*Estimate*), it alerts you that the record has an Estimate.
Note that any changes to the Estimate must be made from the Project record. Changes made are not reflected on the Request Estimate record.
Custom Item Type Labels Now in SRP
Path: Admin > Text Management
The SRP (Service Request Portal) now displays Text Management Item Type label customizations.
Details:
Previously, when a client renamed Item Type labels in the application (e.g., "Equipment" renamed to "Asset"), those changes were not reflected in the SRP.
You can now see Item Type custom text in the SRP Item Type dropdown.
To add the custom labels:
- Go to Admin > Text Management.
- Enter New UI Forms in the Form Name field.
- Click the Search button to see all lines.
- Click the Control column filter. See illustration at left, to filter for Item Type > List.
- Follow the standard procedure to add new labels to the Custom Text column.
Any custom text entered here is now reflected in the SRP drop-down.
More information about adding custom text is available here.