Service v22.1

Sicon Service is designed specifically as an enhancement for Sage 200. Fully integrated with the Sage 200 financial, stock and order processing modules, Service Manager is simple to learn and to use. Log service cases within Sage 200 (or create via Sage CRM) to allow scheduling of engineers, allocation of stock and transfer of stock to engineers. Manage the profitability of call out jobs and service contracts. Tablet interface licenses available for service engineers to update case details, use stock, book time and complete work.

Release notes:

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221.0.59

Issues Resolved Change in Functionality
Issues Resolved
  • Fixed an issue where the Customer Information popup that appears when opening Case Details would not filter out completed cases correctly
  • Fixed a ‘Failed to update objects’ error appearing when updating the warranty information from a Sales Order, caused by an invalid date on at least one equipment item
  • Fixed a Null Reference Exception appearing in the Amend Drawing Record form in Sage Manufacturing, after a Drawing Reference is selected

Change in Functionality
  • Improved the speed of saving a Sales Order where there are a large number of Equipment Items created from lines

Date applied: November 27, 2024

221.0.58

Issues Resolved New Features
New Features

– Users can now configure how many panels are shown on the Service Dashboard pages


Issues Resolved

– Fixed an issue were having multiple lines for a single case to add parts via the Case Import were causing equipment item links to be duplicated
– Fixed a “Failed to Update Objects” error when changing the date of an appointment with multiple engineers allocated


Date applied: November 13, 2024

221.0.57

Issues Resolved
Issues Resolved
  • Fixed equipment items being unlinked when reopening a closed case
  • Fixed ‘To Warehouse’ and ‘To Bin’ columns on Stock Shortage Transfer Details appearing when they shouldn’t be these are now only visible when the Stock Transfer setting ‘Enable Bin Selection’ is enabled
  • When searching Customer Equipment items on the App, all matching equipment items are now returned, rather than the first 15

Date applied: October 30, 2024

221.0.56

Issues Resolved
Issues Resolved
  • Fixed anchoring of filter controls on the appointments scheduler
  • Improved SOP saving speed when enable extended warranty popup when saving sales order setting
  • Fixed a company database update error

Date applied: October 16, 2024

221.0.55

Issues Resolved New Features
New Features
  • Added new WebAPI endpoints for third-party developers:
    • Appointments
    • Appointment Resources
    • Cases
    • Case Tracking Statuses
    • Case Types
    • Tracking Notes

Issues Resolved
  • Fixed an issue where removing issued parts from case created duplicate return items
  • Fixed Object Reference Not Set error in Service Equipment when Service Templates were disabled
  • Fixed an Object Reference Not Set error that occurred when running the Case Import with an empty appointment date

Date applied: October 2, 2024

221.0.54

Issues Resolved
Issues Resolved
  • Administrators can now select whether to use Standard or Free Text items when billing Other Costs
  • Fixed an issue where the warehouse was not correctly being set when using the Track With Engineer Warehouse option on Service Stock Shortage Transfers
  • Fixed an issue where manually set projects were being overridden when saving a non-contract case
  • Fixed an issue where the Status was not being displayed correctly for parts being allocated from a linked Purchase Order
  • Fixed an issue where parts being allocated from a linked Purchase Order were being marked as used when received, rather than being marked as Ready To Use
  • Fixed an issue where the Scroll Bar on the Equipment List was being hidden after searching with criteria

Date applied: September 17, 2024

221.0.53

New Features
New Features

 

  • Added project number to optimize service desk view.
  • Add complete case tracking note, cases closed via bulk generate sales orders will now be updated to the configured case completion tracking status.
  • Fix the expenses not loading correctly error.
  • Change the frmViewEquipmentlist form grid double click event.
  • If a stock transfer shortfall is made and an appointment on the case defaulting the engineer then the address should pre-populate on the stock transfer screen.

 


Date applied: September 4, 2024

221.0.52

Issues Resolved
Issues Resolved
  • Fixed an issue in a WebAPI method used by Self Service that, when the value of a Case Analysis Code is null, subsequent Analysis Codes weren’t included in the response. All Case Analysis Codes are now included in the response from this method, and so all case analysis codes can be made visible on Self Service.
  • Fixed an ‘Object Reference Not Set’ error when saving an appointment with Automatic Travel Appointment creation enabled, but the out-of-box Travel Appointment Label was deleted

Date applied: August 21, 2024

221.0.51

Issues Resolved New Features
New Features
  • Added Preventative Maintenance Resource Forecasting to enable Service Administrators to get a picture of future resourcing requirements. Please see the Service Help and User Guide for further information on how to use this feature.
  • Service will now add dates etc. to equipment items automatically created for Fixed Asset items by the likes of Hire

Issues Resolved
  • Fixed an ‘Unable to update object’ error caused by SiJcTrns being deleted when cancelling a case

Date applied: August 7, 2024

221.0.50

Issues Resolved New Features Important
Important Info
  • If Service Settings have not been fully configured, your changes will now not be saved until all requirements are met

New Features
  • Added the ability to toggle whether to hide Equipment Items not linked to a customer when linking existing equipment to a Contract Line

Issues Resolved
  • Fixed an issue where the LastUpdatedDateTime field (on an Equipment record) was not being updated when creating new equipment from Serviceable Stock Items via a Sales Order

Date applied: July 24, 2024

221.0.49

Issues Resolved
Issues Resolved
  • Fixed an ‘Invalid Header’ error when sending automatic work report emails with multiple addresses on a single recipient line (To, CC, BCC)

Date applied: July 11, 2024

221.0.48

New Features
New Features
  • Redeveloped the internal hierarchy used for automatically selecting charge rates on appointments
  • Added the ability to link Travel Appointment Labels with Work Appointment Labels. When generating Travel Appointments from a Work Appointment, linked labels will auto-populate if configured
  • Added a setting to select a Global Default Travel Appointment Charge Rate. This is applied when a travel appointment lacks a specific rate override on its label

Date applied: June 26, 2024

221.0.47

New Features Important
Important Info

The Map now retrieves its tiles from Google Maps using the Map Tiles API. This may add extra costs to your Google Cloud Billing Account outside the scope of the free Map Platform credit. Please see Google’s documentation on configuring budget alerts. Sicon cannot be held responsible for any additional costs incurred to your Google Cloud Billing Account as a result of using this functionality.


New Features
  • Refurbished the Map to increase performance/loading speeds, provide more information, and allow action directly from the Map. Please see the Service Help and User Guide for more information.

Software dependancies: DevExpress Packages

Date applied: June 12, 2024

221.0.46

Issues Resolved New Features
New Features
  • Added an Engineer Return report that will automatically generate when receiving returned parts from an engineer to the warehouse, providing a printed record of the return for processing

Issues Resolved
  • Fixed an issue where some required columns would not be created in the database when updating companies
  • Fixed an issue where if an error occurred in the PostTimeBooking WebAPI method, no information about the error would be provided in the logs
  • Contract/Contract Line information can now be re-selected after changing the customer on a case

Software dependancies: Reports 221.0.5

Date applied: June 5, 2024

221.0.45

Issues Resolved
Issues Resolved
  • Fixed a Null Reference exception when saving a Sales Order, and at least one SO Line didn’t have a project set

Date applied: May 22, 2024

221.0.44

Issues Resolved
Issues Resolved
  • Fixed an ‘Invalid attempt to call IsDBNull when reader is closed’ error that would occur when syncing the App in certain scenarios
  • Returns and Repairs now correctly allows user to return an item to stock when marking a returned and inspected item as Good

Date applied: May 15, 2024

221.0.43

Issues Resolved New Features Important
Important Info

Upgraded to DevExpress v23.2.5 as a dependency. The latest DevExpress packages (at least 221.0.5) must be installed when using this version.


New Features
  • Improved the logic for updating the SOP Delivery Address on a case when a new Location/Sublocation/Contact/Contract Line is selected
  • Added a new setting (under Mobile Options) to control whether engineers can override the Mandatory Equipment Questions Missing warning when completing a Work Log on the Service App

Issues Resolved
  • Transferring Equipment Items to another location (using the Transfer Equipment utility) will now no longer unlink the Contract Line
  • Fixed Count Icon on Case Details -> Notes Tab

Software dependancies: Upgraded to DevExpress v23.2.5 as a dependency. The latest DevExpress packages (at least 221.0.5) must be installed when using this version.

Date applied: May 1, 2024

221.0.42

Issues Resolved
Issues Resolved
  • Fixed an issue where a ‘Selected Contract Line expired on 01/01/0001’ message appeared when opening a Service Case/selecting a Contract Line and the Contract Line on that case was a Rolling Contract
  • Fixed an issue where the ‘Case’ button would not appear when opening a Sales Order from the Sales Order List form
  • Fixed an issue where Location and Status would read ‘Awaiting PO Receipt’ / ‘PO {PO Number}: ‘ when checking for parts being allocated via a Case-Linked Purchase Order. The Location and Status now pulls through from the Purchase Order correctly
  • Time Booking Tracking Notes will now always post when an engineer uploads their Time Bookings from the App. Additionally, changed the text that is used when posting the Arrival/Departure Signature Signed tracking notes to better reflect the trigger

Date applied: April 17, 2024

221.0.41

Issues Resolved Change in Functionality Important
Important Info

A recent change to how Preallocations are handled requires version 221.0.68+ of Common Components when using Linked Purchase Orders


Issues Resolved
  • Fixed an issue where a ‘Failed to Drop Index’ error would be thrown when running the Database Update script
  • Fixed an issue where the solution field from the previous case was incorrectly copied to a newly-created follow up case
  • Fixed an issue where a ‘Preallocation Missing’ message would be displayed in Case Details -> Parts -> Status after receiving a Linked Purchase Order containing parts preallocated to a case
  • Fixed an issue where validation was not enforced on the ‘Raised By’ field when creating a linked PO
  • Fixed an issue where a ‘Failed to Determine Serial Numbers’ error would appear when billing traceable parts that had previously been included in a billing attempt

Change in Functionality
  • Expired, cancelled, or suspended contract lines are now visually highlighted in the Case Contract Line dropdown for improved visibility
  • A prompt now appears when working with cases that have an expired, cancelled, or suspended contract line (or lines that are soon to be), informing users that the contract line is/will be inactive

Software dependancies: Requires version 221.0.68+ of Common Components when using Linked Purchase Orders

Date applied: April 10, 2024

221.0.40

Issues Resolved
Issues Resolved
  • Fixed an issue where a ‘Sequence Contains No Elements’ error would be thrown when, if not all service intervals are configured correctly, carrying out any case action that would cause the Estimated Next Service Date to refresh

Date applied: March 27, 2024

221.0.39

Issues Resolved New Features Change in Functionality
New Features
  • Changed the layout of the Tracking Notes Tab to display the full contents of tracking notes in a neater, scrollable layout
  • Parts can now be added to cases directly from quotes
  • Purchase Orders can now be raised from quotes for parts with insufficient stock

Issues Resolved
  • Added an error message when saving a time booking that has an end time earlier than the start time
  • When despatching a Sales Order, Equipment Items generated via that Sales Order now have their Install Date set to the Despatch Date (rather than the creation date of the Sales Order)

Change in Functionality
  • The Warranty Extension dialog appearing when saving a Sales Order can now be toggled by a setting

Date applied: March 20, 2024

221.0.37

Issues Resolved Change in Functionality
Issues Resolved
  • Newly created tracking note statuses are now available for each case type by default
  • Fixed an ‘An item with the same key has already been added’ error when billing cases

Change in Functionality
  • Email Templates can now be reordered within Email Template Maintenance – this will also reorder them when sending an outgoing email from a case
  • Added global settings for ‘Visible to Customers’ and ‘Visible to Engineers’ that will be picked up when creating new tracking notes

Date applied: February 27, 2024

221.0.36

Issues Resolved Change in Functionality
Issues Resolved
  • Fixed an issue where the Team wouldn’t be unassigned when creating a Tracking Note set to unassign the Case Admin/Team

Change in Functionality
  • Added a filter to Service Desk to display cases that do not have a Case Admin assigned

Date applied: February 21, 2024

221.0.35

Issues Resolved Change in Functionality
Issues Resolved
  • In Service Equipment, fixed Ignore Active Case checkbox not filtering out service intervals with active cases when unchecked
  • Resolved an issue where automatically generated work reports had been generated and attached to the case with a size of 0KB
  • Appointment and Equipment messaging services are now in Common Components, rather than Service (intended for third-party developers)

Change in Functionality
  • Individual attachments can now be selected to add to an outgoing email
  • Automatically generated work reports now contain the date finished in the work report

Date applied: February 14, 2024

221.0.34

Issues Resolved New Features Change in Functionality
New Features
  • Added the ability to set a Sublocation against Sales Order lines for equipment records to be created with
  • Added Event Viewer for Messaging Service events being fired (designed for third-party developers integrating with Service)

Issues Resolved
  • Fixed an Object Reference Not Set error when opening the Cover Types import

Change in Functionality
  • Added additional information around Tracking Notes to the Activity Feed when viewing Case Details
  • Service Date filter on Service Equipment now supports filtering based on From-To dates
  • Improved error handling in the Idempotency filter used in Service App WebAPI methods

Date applied: January 31, 2024

221.0.33

Issues Resolved New Features Change in Functionality
New Features
  • Work report now automatically generates and saves to attachments when uploading departure

Issues Resolved
  • Fixed ‘Object Reference Not Set’ error occurring when sending an email if the Case Details form had been closed after opening the Email Editor but before actually sending the email

Change in Functionality
  • Added option to exclude attachments completed as part of equipment/appointment report from being synced to App

Date applied: January 19, 2024

221.0.32

Issues Resolved Change in Functionality Important
Important Info

Please ensure that you are using Sicon Projects 221.0.27+ with this version of Service


Issues Resolved
  • Fixed an issue where appointments would not sync to the App if the appointment was confirmed but the Case Status had not updated to Scheduled. The App will now sync appointments with statuses of ‘New’, ‘Scheduled’ or ‘Rescheduled’
  • Fixed ‘Service Dates are set to be calculated by Service Templates, but no Service Template Interval was provided by the calling method’ error when creating a PM case with multiple service intervals
  • Hid the ‘Requires Return Visit’ checkbox when filling out an Equipment Report via Sage
  • Fixed an issue where, on a case raised via a Sales Order, the case location wasn’t updated if the Sales Order delivery address was changed

Change in Functionality
  • Employee Portal – Case search will now always apply the Case Status filter, even when using the Case Search Bar
  • Moved Service Types section to a new Tab on Maintain Service Interval Types
  • When creating PM cases via Service Equipment, the cases are now created by merging the service intervals down into an existing service combination where possible

Software dependancies: Sicon Projects 221.0.27+

Date applied: January 10, 2024

221.0.30

Issues Resolved
Issues Resolved
  • Fixed Case Map displaying Case/Engineer icons but no map tiles

Date applied: December 4, 2023

221.0.29

Issues Resolved New Features Change in Functionality
New Features
  • Added Estimated Next Service Date field to Preventative Maintenance cases – this allows service desk administrators to get an estimate as to what the Next Service Date on Equipment Items should end up as prior to completing cases

Issues Resolved
  • Fixed Contract Number filter on New Case Via Contract not filtering the linked Contract Selection dropdown list properly
  • Added a check to see if there is any invalid ordering on a selected equipment question workflow (for example, negative order values). If there is, a message is displayed to the user to let them know what they need to do to fix it

Change in Functionality
  • Reworked Next Service Date calculation for Preventative Maintenance cases

Date applied: November 29, 2023

221.0.28

Issues Resolved
Issues Resolved
  • When adding existing equipment items to a contract line, users can now select equipment items that are not linked to a customer account. When linked, this will automatically link the equipment record to the customer account
  • Extend SOP Warranty can now be activated as a standalone feature, rather than needing to be triggered from saving a Sales Order
  • Fixed an error that was being thrown when the LastServiceDate did not exist on an equipment record when using Service Templates
  • Added a Call Date Range filter to Service Desk

Date applied: November 22, 2023

221.0.26

Issues Resolved
Issues Resolved
  • Fixed an issue where attachments were not saving to a case if the user had added a new tracking note prior to adding the attachment

Date applied: October 31, 2023

221.0.25

Issues Resolved New Features
New Features
  • Added Appointment Completed messaging source for third-party developers to hook into

Issues Resolved
  • Fixed Tracking Statuses not being displayed in an ordered fashion. They will now be sorted A-Z
  • Fixed issue where Clear button on Service Equipment would not clear all filters
  • Fixed issue with Service Equipment -> Equipment Template/Interval filter hiding all items
  • Fixed Object Reference Not Set error when saving Amend SOP Order Details form
  • Fixed Appointment Date Changed/Appointment Confirmed messaging sources for third-party developers
  • Added Appointment Completed messaging source for third-party developers to hook into
  • Updated the logic to update the address for a case linked to a sales order when the address on that sales order is changed
  • Fixed Object Reference Not Set error when creating a follow-up case

Date applied: October 25, 2023

221.0.24

Issues Resolved Change in Functionality Important
Important Info

If using the Case Desktop List in conjunction with filters based on case analysis codes, or displaying case analysis codes, these filters will need to be changed to reference the Analysis Codes by the user-defined label rather than by the field name. The columns may also need to be re-added to the view.


Issues Resolved
  • Fixed an issue where tracking statuses were not being made available to select if availability hadn’t been set up against a case type. They are now all enabled for each case type by default, unless manually disabled
  • Fixed an issue where the link to the Callout Revenue SiJcTrn (only created if a callout charge is added) would break

Change in Functionality
  • When filtering by/displaying Case Analysis Codes in the Case Desktop List, these labels now display the user-defined name, rather than the Field Name

Date applied: October 3, 2023

221.0.23

Issues Resolved
Issues Resolved
  • Service App will now only display Non-Case Appointments when the Engineer has been explicitly added to it

Date applied: September 25, 2023

221.0.22

Issues Resolved New Features
New Features
  • Tracking Statuses can now be restricted by case type

Issues Resolved
  • Fixed an Object Reference Not Set error when saving a tracking note and the Other Costs tab had not been opened
  • Fixed an issue where the Open Folder button on the Attachments tab was not enabled
  • Fixed a SQL issue around constraints when updating companies

Date applied: September 20, 2023

221.0.21

Issues Resolved New Features Change in Functionality Important
Important Info

Please ensure that all companies have been updated after applying this hotfix


New Features
  • Equipment Questions can now be configured to update analysis codes on an equipment item when answered
  • Added Messaging Service sources for a number of actions within Service (intended for developers creating software integrations with Sicon products)

Issues Resolved
  • Fixed an error that would appear when opening ‘View Appointments’ from the main Sage menu
  • Fixed an issue when setting the tracking status on a new Preventative Maintenance case when generating from Service Equipment, where the Default Tracking Status override on a case type would not be taken into account
  • Fixed an issue where a number of errors would be encountered when updating a new database for the first time
  • Fixed an issue where the Unit Price would sometimes not be set when marking a part as Used
  • Fixed an issue where Appointment Charge Rates would not apply correctly based on the Appointment Label

Change in Functionality
  • Added Discount Percentage and Unit Selling Price to the Quotes tab within Case Details

Date applied: September 5, 2023

221.0.20

Issues Resolved
Issues Resolved
  • Fixed an issue where users would receive a Null Reference Exception when saving Tracking Notes and Appointments if the Costs & Charges tab had not been opened after opening Case Details
  • Fixed the Print Work Reports button(s) on Service Desk and Case Details to only generate work reports for Work Appointments (it was previously generating for work and travel)
  • Fixed an issue where the tracking status would not be correctly set if creating a new case via Service Equipment and a default tracking status had been selected in Settings

Date applied: August 23, 2023

221.0.19

Issues Resolved Change in Functionality
Issues Resolved
  • Fixed an issue where, when converting Sales Order quotes to full Sales Orders, users would receive a ‘Cannot update Field with a Null value’ error if at least one line had the Requires Installation flag enabled
  • Fixed an issue where equipment items linked to Rolling Contract lines were not included when filtering Service Equipment by Active Contracts
  • Fixed an issue where an address would sometimes not be pulled through to a case when creating from an equipment item or contract with a linked address

Change in Functionality
  • Various performance and usability enhancements to Case Details
  • Fixed an issue where equipment items linked to Rolling Contract lines were not included when filtering Service Equipment by Active Contracts
  • Added a button on the Scheduler to open the Appointments list

Date applied: August 7, 2023

221.0.17

Issues Resolved New Features Change in Functionality Important
Important Info

Please ensure that all companies are updated after applying this update


New Features
  • Added Secondary Sicon Project field to case
  • Added an Idempotency filter to certain API methods to stop the same request from being completed multiple times within a five minute window
  • Users can now subscribe to cases to receive notifications when the case is updated with a new Tracking Note
  • Added a button to get the WebAPI URL as a QR Code – there will be an update to the App in the near future to allow the WebAPI URL to be scanned in via this QR Code
  • If there are equipment items on a Sales Order, when saving, Service will display a popup asking the user if they want to update any information on the equipment record

Issues Resolved
  • Added a check to ensure that the Equipment List is null when creating a case from a Sales Order if there are no lines
  • When creating a new Preventative Maintenance case from Service Equipment, Service will now check whether the Default Preventative Maintenance SLA and Tracking Status have a value. If so, it will create a default tracking status and configure the SLA for that case
  • All Tracking Notes created by engineers/automatically via the App will now be created with the ‘Visible to Engineers’ flag set to True

Change in Functionality
  • Added Feature to enable access to amend Contracts from a Case
  • Added Answer Type field to Equipment Question Import
  • Added Default SLA for Preventative Maintenance Cases raised from Service Equipment to Settings
  • Added Default Tracking Status for Preventative Maintenance Cases raised from Service Equipment to Settings
  • Reworked the Credit Check that appears when raising/opening a case
  • When the WebAPI creates the automatic tracking notes when an engineer uploads their time booking/partial time booking from the App, Service will display the tracking note as being created when the time booking is synced, rather than the start/end time on the time booking(s)
  • When clicking the popout button next to Contract/Contract Line details on a Case, users will only be shown context menu items for what they have permission to access (e.g. View Contract / Amend Contract features)
  • If there is only a single person on record at a CRM Company selected on a case, they will no longer be automatically selected
  • Stock Shortage Transfers can now have the destination engineer updated after it has been created
  • Service is now dynamically enabled via Common Components (based on whether there is an active license for the Sage Serial No)

Date applied: July 14, 2023

221.0.16

Issues Resolved
Issues Resolved
  • Removed the redundant option ‘Auto Start-Stop End Times’ from Settings
  • Tracking Status filter on Service Desk now filters out inactive statuses

Date applied: June 7, 2023

221.0.15

Issues Resolved Change in Functionality
Issues Resolved
  • Fixed a bug where the NextServiceDate on an Equipment item’s Service Interval wouldn’t update when completing a case
  • Fixed an Invalid Casting error on Equipment
  • Fixed an issue when amending a case-linked Sales Order where users could open completed cases in Edit mode
  • Fixed an issue where Appointment Charge Rates would not apply correctly based on the Appointment Label

Change in Functionality
  • Added ability to confirm, update and save last/next service dates when completing a case
  • Added NewAppointmentDate_DateOnly field to SiSMCase – this can be added as a Service Desk column

Date applied: June 7, 2023

221.0.14

Issues Resolved New Features Change in Functionality
New Features
  • Added an option to ‘Use Default Cover Type’ when setting the cover type override for a contract line or customer record. When a case is created from these, Service will then use the global default Cover Type
  • Added an option on Cover Types to use a price book discount for parts and labour. This is ony available if the manual discount percentage on the cover type is set to Zero

Issues Resolved
  • Fixed an issue where Service would fail to link through to Projects when loading and saving various screens

Change in Functionality
  • When creating a new case via Equipment from the Sicon Contracts module, a list of serial numbers will now populate the summary. Service will also now attempt to automatically set the contact and case location information from the equipment item, and display a message if it cannot do this
  • Added ‘Case Type’ column to the list of cases shown on Equipment History

Date applied: June 7, 2023

221.0.13

New Features Change in Functionality Important
Important Info

Common Components of v221.0.17 (or higher) must be installed when using this (or higher) version(s) of Service


New Features
  • SiconAppointment.EngineerEmailAddresses – Added a variable that outputs a formatted list of email addresses for selected engineers on an appointment – this can then be used to include them on automated Appointment-related emails
  • SiSMCase.CurrentSageUser – Added a variable that displays the name of the currently logged in Sage User

Change in Functionality
  • Added Discount Percentage column to Costs & Charges
  • When a case is opened in View mode, all edit functions are disabled in the Attachments tab

Software dependancies: Common Components of v221.0.17 (or higher) must be installed when using this (or higher) version(s) of Service

Date applied: April 28, 2023

221.0.12

Issues Resolved Change in Functionality
Issues Resolved
  • Fixed an issue where a case created via the Equipment List directly after making changes to the equipment item would sometimes not pull through the changes that had been made
  • Fixed an issue when using Fixed Price Billing where the Project Transaction link would sometimes get ‘stuck’, resulting in errors when trying to bill and complete the case

Change in Functionality
  • Reworked Active Cases popup to filter based on the selected SOP Delivery Address on the case

Date applied: April 26, 2023

221.0.11

Issues Resolved New Features Change in Functionality
New Features
  • Added totals for the quantity and line total to Quote Details

Issues Resolved
  • Fixed an issue where the External Team was sometimes not displaying anything on the Optimised Service Desk, even though it had been set against the case

Change in Functionality
  • Added an Inactive flag that can be set against Case Tracking Statuses – this now supersedes deleting these statuses. When deleting a status, if there were any cases on the system (regardless of status) with a tracking note with that Tracking Status, users would constantly be presented with an error when opening that case

Date applied: April 18, 2023

221.0.10

Issues Resolved New Features Change in Functionality
New Features
  • Tracking notes created by engineers with a Tracking Status via the App now sync this status through to Service Desk (this requires App version 2.1.2+)

Issues Resolved
  • Updated the Equipment Service Dates Import to correctly reflect the Required status of Service Template and Combination
  • Fixed an issue where the Advanced Location search was only searching using rather than all address fields when using the Optimised Service Desk
  • Fixed an issue where Travel appointments were not setting actual times on the appointment if the time booking was set as Actual
  • Fixed a problem with Equipment Customer and Location not being set correctly when receiving SOP Returns
  • Updated the Service Template and Service Combination fields as Compulsory on the Equipment Service Dates Import, as there were problems occurring when these were empty
  • Fixed an issue where an Object Reference Not Set error would sometimes be thrown after adding a tracking note via Service Desk -> Edit Case
  • Fixed an issue where Service Interval dates were not updating correctly – it was only updating the first service interval, not the one selected for the case

Change in Functionality
  • Automatic Tracking Notes created when an engineer’s Work Log is synced now show with a Created Time set as the time that the Work Log was completed
  • Manual Tracking Notes created by engineers via the App now show with a Created Time set as when the tracking note was created on the App
  • Automatic Tracking Notes for Arrival and Departure Signatures from the App now show with a Created Time set as the time that the signature was completed
  • Adjusted layout of the Time Bookings screen to more clearly identify whether a time booking is an estimate or an actual

Software dependancies: Requires App version 2.1.2+

Date applied: April 4, 2023

221.0.9

Issues Resolved New Features Change in Functionality
New Features
  • Added the ability to create a Tracking Note on a case from the Scheduler

Issues Resolved
  • Removed a check when saving appointments that was displaying a warning that the appointment would not appear in billing if it had estimated time bookings
  • Fixed an issue when using the Enhancement Pack SO Import, where expected columns were missing

Change in Functionality
  • Improved Performance around generating the billing summary – particularly when creating time booking-to-equipment links
  • Added Case Sub Location to available fields on Optimised Service Desk
  • Changed the label on the Scheduler from ‘Hide Attended’ to ‘Hide Completed’ to make this clearer as to what it hides

Date applied: March 14, 2023

221.0.8

Issues Resolved
Issues Resolved
  • Fixed an issue with Copy Workflow where Workflow items with parent/conditional item links were not having these links updated with the new parent/conditional item

Date applied: February 23, 2023

221.0.7

Issues Resolved
Issues Resolved
  • Added a filter to the Service WebAPI library that hides any Non-Case appointments where the ResourceIDs XML is null
  • Corrected the Pin icon on the scheduler when the engineer is attending, as this was not showing
  • Fixed an issue when syncing Part Allocations for traceable stock items – an Object Reference error would appear

Date applied: February 13, 2023

221.0.6

Issues Resolved
Issues Resolved
  • Fixed an issue with the Link to Case dropdown on Sales Order lines. This was not displaying any cases when certain criteria were met
  • When an appointment is deleted, we now soft-delete any associated timesheet lines and project transactions

Date applied: February 7, 2023