What’s New
More Data in Work Order and Assignment Views
You may now add Responsible Party as a column to the Work Orders grid and to the Assignments grid! It is not automatically added but you can add this to the view where desired by adding this column via the righthand menu option on the grid.
Vendor Status Updates
When a vendor is updated by adding, updating, or deleting any attached Document or Insurance Policy, the vendor status displayed on the screen is actively refreshed as values change.
Bug Fixes
Saving schedules has been updated and behaves as expected.
Updated Read Permissions for Programs > PreventativeMaintenanceProgramFacility
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view a store on a program
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navigate to a store record in the facilities grid
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click on the PM tab to see programs that store currently exists on
Updates to improve the preventative maintenance displays:
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When there is a recurring schedule on a program, and the program is not inactive or expired, the next run date displays anywhere this column exists (on the preventative maintenance grid, on the individual stores sub menu, and on the assets sub menus).
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All information related to a program displays on the assets sub menus
More Preventative Maintenance Updates:
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When adding a line item to a Preventative Maintenance invoice the Line Item Type field was now considers the country of tax products that are returned.
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When viewing a Program Store that is configured to generate an invoice with a single line item, the Line Item Class and Line Item Type fields populate appropriately when they have values.
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Adding stores to the interface works as expected, in adding stores to the grid and showing the updates in the activity stream
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Importing new stores to programs works as expected
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From the Facility record, viewing on the preventative maintenance tab displays the correct information
List Improvements:
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If you create a “Project List” that is viewable by you and other users, and assign the new dashboard “Project List Dashboard - Project List” to the permission group of yourself and the users that have access, the list on the dashboard displays as expected.
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Lists that have the "Add Current User to Assignee Filter" toggled ON have been improved. The data within these filters displays as expected.
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You may now create and modify shared lists for Client Invoice and Client Quote shared lists accessing the same fields as personal lists
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Asset Lists now retain adjusted column order.
Projects:
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Moving tasks in your Ghantt Chart is easier than ever! You can now move tasks and automatically adjust dependencies that are connected.
Duplicating Vendor Invoices and Quotes
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Updates have been made to make this process easy and intuitive. The values in the Assignment drop down match the assignments on the work order you've selected for duplication.