RMA Series 7: 7.0.1R8

RMA Series 7.0.1 R8 Release Notes:

This document contains the newest features of the Route Manager Series 7 software. There are seven pages of new features; Enhancements and of course, bug fixes. You will want to scan through this to see if we added your item!
Here are the super ones!
1. Completely revised the load order process for your trucks and managing stock. Partials are managed better.
2. We have added a second Contact Via code on each Route Stop – now you can send an email and a SMS message to your customers for route reminders, for example.
3. You can bill your customer credit cards a fixed amount each month. Also works for ACH so you can set up a payment plan and bill the same amount each month to their payment method.
4. A bunch of work went into Purchase Orders. You can even enter the invoice number for the shipment and it will appear with your purchase order once goods are received.
5. Better Viamente Integration. Now will show stop times in RDM. It’s cool.
6. More options for RMLite users. Now you can add new stuff to upgrade your package.
7. Multi-stop invoicing. This means on your handheld, you can go to multiple service stations and do several of them before getting a signature and printing an invoice. Works really good for coffee companies and filter servicing organizations.
8. More information on new customers and orders being sent to RMLive. All new account data is being sent along with the order.
9. On the handheld, there is more information available on equipment and swapping out data. You can now add location and other data as you place a piece of equipment.
10. All emails are now FREE as they are sent through RMA (using the CMC module). Statements, Invoices, promo letters, pre-route notifications and other info is free for emails (A maximum monthly quantity applies.)

Desktop Changes:
T20141204.0003 – Enh: Customer Info > Route > Route Cal > Added option to “Delete Day Label” and allow them to select a specific day label and remove all of the entries for it.
T20150126.0010 – Fixed issues with Purchase Orders when using it with Multi–Unit Pricing.
T20150311.0015 – Sugg: Driver Manifest: Added two additional Header Lines.
T20150322.0001 – Selective Deposit Slip – fixed issues with the screen dropdowns not always working. Adjusted workflow to make previewing/editing the selection of payments easier.
T20150729.0020 – Fixed so Enabling/Disabling the Notifications feature upon saving Branch Setup no longer requires the user to logout.
T20150803.0033 – Enh: Added the ability to specify a specific monthly charge amount for Month End Billing and Group Billing on Credit Cards.
T20150807.0002 – Update start dates in rmrdgdaycal table when extending day labels.
T20150810.0010 – Fixed RM to RMA upgrade issue with the “Follow up” on Contact messages not showing after upgrading.
T20150817.0008 – Fixed issue with Purchase Orders printing on the Handheld PDF copy even when no PO was entered on the invoice.
T20150819.0002 – Fixed Error Trap: Error: 1298 – Detail 1 band is too large to fit on page when attempting to send a Calendar to a customer.
T20150821.0005 – Fixed issue when printing Load Sheets it would print items even when the Quantity Average is 0.
T20150824.0005 – Enh: Added Pre–Set Reasons for the Customer Finance Assistant for RMLite users.
T20150824.0015 – Fixed issue where the “Charge By Invoice” option on the customer credit card screen was causing a balance error when you also charged a Credit Card Service Fee.
T20150824.0022 – Enh: Allow EXTRA field to be used as Acct Number in Modify Schedule – Added the ability to toggle between using the Customer ID OR the Extra Field (generally used for alternate customer id) within the Modify Schedule screen.
T20150825.0020 – ReportsPlus > On the Customer/Route report, now includes the RTECAL file so you can access the next delivery date and the route its scheduled on.
T20150826.0003 – Fixed Error Trap: Error: 12 – Variable ‘CFIN_TDUE’ is not found with Print Route Tickets
T20150831.0010 – Fixed issues causing the PO Number to be cut off on 8×11 and A4 Desktop Invoice Reprints.
T20150826.0022 – Fixed Contact Messages filter issues on Desktop, where it was not properly showing/hiding all items based on the filters set.
T20150831.0025 – Fixed potential issue with changing the account number on a New Customer invoice and it could clear the products.
T20150831.0029 – Enh: Added the ability to Scan a Product to add it to a delivery order. Requires a desktop USB barcode scanner. New “scan” button is shown on the Add Product screen on Delivery Orders.
T20150831.0030 – Enh: Low/Out of Stock Warning on Delivery Order product entry – Added new option in Branch Setup > Defaults tab to ‘Warn on Low or Out of Stock (Delivery Order)’. If enabled, the system will prompt the user during product entry if the quantity being sold exceeds the quantity on hand.
T20150901.0003 – Fixed: Error Trap: Variable COMPCNAME is not found when doing a Charge Now on Credit Cards
T20150901.0036 – Fixed issue where the Open Item Statements were not updating Last Statement Date in Customer Information.
T20150902.0002 – Product Charge Codes > Qty Pricing Tab > fixed so that it allows more than XX.XX values.
T20150903.0012 – Fixed Cash Journal report issue when trying to email a copy of it, it would only include the last part of the report (summary).
T20150909.0002 – Error Trap when Accounting Program set to Peachtree 2000 or Great Plains, and the Export G/L During Posting option enabled: Error: 12 – Variable ‘BASEGL’ is not found.
T20150909.0037 – Enh: Added Branch Filter option to the Open Purchase Order Report.
T20150915.0008 – Sugg: Driver Manifest: Added the Time and Mileage fields to the Tools > Driver Manifest Codes > Labels tab so they can be customized.
T20150916.0034 – Credit Card – when using “Right After Delivery” method, it does not update the Payment info > Credit Card > Last Billed fields.
T20150918.0021 – Enh: Make optional module for Lite/Pro/Pro+ Series 7 flavors for Enhanced Inventory. Customers on Lite/Pro/Pro+ can now purchase this module by contacting sales (previously not available to those customers).
T20150921.0002 – Enh: Customer List Report – added option on the search criteria to search customers based on their end date.
T20150922.0009 – Fixed Error Trap: Reprint Invoices with Sort Options set to any of the Sales Rep fields throws a Error: 12 – Variable ‘TSORT1’ is not found.
T20150922.0036 – Enh: Add Customer Status to Equipment Location Report – Equipment Location Report now displays the customers current Active/Inactive status.
T20150924.0024 – Fixed Error Trap: RMA BUG REPORT (7.0.1t 7662) – Variable ‘TRESULTXML’ is not found.
T20150925.0004 – Sugg: Bank Transfer: Added the ability to enter a Batch ID on the Batch Processing screen and when doing a Charge Now, it will automatically be assigned a Batch ID.
T20150929.0001 – Fixed Contact Frequency Codes > Screen is the wrong size (smaller than our standard).
T20150930.0025 – Enh: Purchase Orders: when receiving you can now manually enter an Invoice Number to be printed on the Purchase Order.
T20151005.0018 – Deferred Rents issues – Fixed General Ledger calculation issues when manually generating Deferred Rents.
T20151009.0024 – Fixed potential Error Trap when deleting a Contact Reason: Variable ‘RSN0’ is not found.
T20151009.0025 – Sales Commission Report Dropdown Issue – Fixed issue with the Salesman dropdown menu showing too many columns, plus cutting off data in some columns.
T20151013.0005 – Delivery Order > Equipment > Install Equipment – Fixed product charge code dropdown so it no longer shows inactive products.
T20151012.0003 – Delivery Order > Product Entry > Fixed various issues with the screen layout/formatting, as well as prompts when cancelling out of the Product Entry screen after a product quantity has been added.
ARS Enhancement: Fixed the Email Confirmation Prompt in Purchase Order Entry and Purchase Order History as it was incorrect.
ARS Enhancement: Fixed issues with the Advanced Communication logs not properly being archived and stored.
ARS Enhancement: Purchase Order Module – RMLite users can now purchase the Purchase Order Module.ARS Enhancement: Added New secondary Contact Via Code to the Route Tab in Customer Information which now allows you to assign a single account to two different contact methods. When generating CMC messages, the account will fall into either Contact Via Code.
ARS Enhancement: Show Viamente stop times in RDM.
ARS Enhancement: Change all “Resequence” words to “Sequence” throughout Route Manager.
ARS Enhancement: Removed Chase PaymenTech from Credit Card Processors list as this has not been completed.
ARS Enhancement: Employee Setup > Driver > Cosmetic issues with some fields overlapping fixes.
ARS Enhancement: File > Import > Equipment Import now automatically forces uppercase upon import of EQ_ID, EQ_PERCODE, EQ_STYLE.
ARS Enhancement: Fixed the Equipment Movement screen so that it auto “UPPERCASE” all serial #’s entered.
ARS Enhancement: Removed “FAX” Printer and AF2000 references in RMA as it has been fully replaced by CMC.
ARS Enhancement: Equipment Master List Report: Fixed dropdowns so they show the item description and not just the ID.
ARS Enhancement: Prevented users from deleting a Product Class Code if it’s in use by a Product. A pop up warning will show letting user know they can’t delete because it’s in use by 1 or more charge codes.
ARS Enhancement: Fixed the Re–Upload from Archive screen so that it no longer uses the “Adv Comm Afternoon” printer and uses the printer setup in Local Settings.
ARS Enhancement: Don’t Update stop History if Non–Tank Gallons equals the quantity of units sold OR if the “Ignore On Last 5 Delivery” (product setting) is enabled.
ARS Enhancement: Desktop Invoice Entry – Fixed issues where it was not properly recalculating the Arrival % Full and Ending % Full that is used in the Stop History tab in Customer Information.
ARS Enhancement: Fixed Error Trapper in Bank Transfer Batch Processing
ARS Enhancement: Allow the Daily Rent features for RMPro and RMLite (Prod Charge Codes > Deposit > Associate with Daily rents section).
ARS Enhancement: Credit Card Processing Added the ability to enter a Batch ID on the Batch Processing screen.
ARS Enhancement: Fixed Issue when some products are setup for Product Groups which caused the rest of the products (not assigned to a group) to be hidden from use on the Delivery Order Add Product Code screen.
ARS Enhancement: Route Master > Browse > expand width of Route column so the values are not cut off.
ARS Enhancement: Preferred Payment Methods > Browse > Expand width of ID column so the values are not cut off.
ARS Enhancement: Customer Info > Route Tab > Display the Stop Type description next to the Stop Type field.
ARS Enhancement: Added the ability to specify a specific monthly charge amount for Month End Billing and Group Billing on Bank Transfers.
ARS Enhancement: Log all changes in Employee screen and now shows in the Log Report.
ARS Enhancement: Handheld Class can now search for New Customer/Cash Account based on Alternate Customer ID and Extra fields.
ARS Enhancement: The Stop Type Description on Route tab of Customer Info now shows with a blue background and white text to make stop type stand out.
ARS Enhancement: Added new option to the Communications Reports > Contact History Messages Report to be able to include CMC Messages and Replies ONLY.
ARS Enhancement: Afternoon Reports > Product Sold Report now displays details on Reloads.
ARS Enhancement: Stop History: When editing the “From Full Units” it now recalculates the Average Daily Usage value.
ARS Enhancement: Customer Information > Payment Info > Credit Card > “Charge Now” and “By Invoice” and Bank Transfer “Charge Now”: Added new prompt for to confirm you want to charge the customer’s account.
ARS Enhancement: Partial & Completed Load Orders: Load Orders are now tracked based on Partial and Completed (received ALL product on load) and are identified as such in the Load Order Entry screen. The Print Load Order report now also has an option to include Partial Load Orders on the report. Users can also manually mark an order as completed so it no longer shows on the Handheld. Partial and Completed Load Orders can NOT be deleted. Also added option in Branch Setup > Optimizations tab to clean out completed orders during period close based on how old they are.
ARS Enhancement: Error Trap: Error: 12 – Variable ‘INVD_TXMT1’ is not found during when posting an invoice for a new customer (on build 7789+)
ARS Enhancement: Added the Past Due Average By Route report for ALL RMA Versions (Lite, Pro, Adv, Enterprise)
ARS Enhancement: ARSWizard: Will now force uppercase on input fields and importing for things like EQ ID, and Setup Code IDs, etc.
ARS Enhancement: Fixed issue with the Customer Information > Invoices > View Invoices screen where the columns did not line up with the column headers on Master Billed accounts.

Windows CE Handheld Changes:
T20150818.0034 – Went through the Delivery Order / Default Products / Price List routines with the checkbox for “Don’t Show Default/Price List Products on Deliv. Orders” is enabled (Handheld Class) and there are or are not products entered on the Delivery Order. Each scenario is explained: Delivery Order w/Don’t Show Products Flag ON and with NO product on the order = show NO products in Default Dropdown on HH. Delivery Order with the flag ON, WITH products on the order = Show ONLY delivery order products. Delivery Order with Flag OFF and with NO product on the order = Show Default Products (All: ie. Price lists, etc) with Quantities and Prices. Delivery Order with Flag OFF and WITH products on the order = Show Delivery Order Products (Prod/Qty/Price) and show Default Products and Price List products (all) with Price, but 0 qty.
ARS Enhancement: Modified the Payment Entry saving routines to help prevent erroneous payments.
ARS Enhancement: Fixed warning message when trying to add products to the load via barcode scanning if a code that was scanned is not found, it displays “Serial # xxxxxxx not found”. Changed to say “Item xxxxx is not found”.

Mango Mobile Handheld Changes:
T20150708.0005 – Enh: Added new feature for Multi–Stop Invoicing which can be enabled in Handheld Class. When enabled, the Stop Name/Address at the top of the Invoice Quick Entry screen will be in RED font. The driver can then tap this and pull up a different stop on the account, enter product, pull up a different stop, enter additional product, etc. When saved, the invoice will print with the Products, Payments, Equipment changes broken down (if enabled in Handheld Class) for each stop. This allows the driver to service multiple stops within the same physical location, at the same time, and only require one signature, printout, etc.
T20150714.0050 – Enh: Added support for communicating with the TCS 3000 Meter.
ARS Enhancement: Implemented Door Scanning on Route Input screen. Use the Android Camera to scan a bar code of the customer’s Account Number or Equipment ID to automatically pull up that account on the handheld instead of searching through the Route List.
T20150730.0030 – Enh: Added support for when New Customers that were created on the Desktop with a new Delivery Order were not being sent via RMLive down to the handheld as the handheld did not have the new customer information. Now the new customer information is sent along with the order details so the driver can service the account.
T20150817.0022 – Fixed issue where the Stock Summary Report Vs. Truck Status Report were not showing the same products.
T20150817.0022 – Fixed issue with the Truck Status Report hiding items loaded as an “Each” without a related “Case” or higher product level.
T20150817.0024 – Confirm Sale Screen Buttons: Reviewed what buttons are functional when doing a Future Order, and automatically hide the buttons that do not work.
T20150818.0034 – Went through the Delivery Order / Default Products / Price List routines with the checkbox for “Don’t Show Default/Price List Products on Deliv. Orders” is enabled and there are or are not products entered on the Delivery Order. Each scenario is explained: Delivery Order w/Don’t Show Products Flag ON and with NO product on the order = show NO products in Default Dropdown on HH. Delivery Order with the flag ON, WITH products on the order = Show ONLY delivery order products. Delivery Order with Flag OFF and with NO product on the order = Show Default Products (All: ie. Price lists, etc) with Quantities and Prices. Delivery Order with Flag OFF and WITH products on the order = Show Delivery Order Products (Prod/Qty/Price) and show Default Products and Price List products (all) with Price, but 0 qty.
T20150819.0017 – Fixed Package Plan billing issue when billing more than 1 plan as it was potentially not calculating the free items available correctly.
T20150824.0003 – Fixed Off Route Search by Name issue.
T20150825.0022 – Fixed Reprint invoice issue if the initial printout failed (ie. battery dead, printer off, printer out of range) that would cause reprints of that invoice to not show details on the invoice.
T20150901.0024 – Fixed the Invoice Reconciliation screen totals as it was including “Future Orders” in the Sales Totals.
T20150901.0025 – Fixed the Day End Payment Report as it was not including all available payment types in the “Total Day” results.
T20150910.0002 – Enh: Added option in Handheld Class > Android tab to specify when to wrap product descriptions when printing an invoice (instead of default of 28 characters).
T20150911.0024 – Fixed various Handheld Statements Issues with the Tax not being included in the Todays Invoice amount, which also caused the Total Due to be incorrect. Also if a payment was the first thing on the account for the period printed, it would also miscalculate the total due.
T20150916.0033 – Enh: Added new Printing Debug Logging routines to assist in tracking down issues during printing that could potentially cause the wrong details to print if an error (hidden) happened. If you’ve ran into this sort of issue in the past, enable the Print Debug Logging in Advanced Communications Configuration Settings to assist in tracking it down. NOTE: this WILL cause printing to be a little slower as it documents each stage of the process in the logs.
T20150923.0025 – Enh: Add ability to Password Protect Take the Inventory button on handheld. If using Perpetual Inventory (in Handheld Class) with the Stock Take feature enabled, there is now a password entry field in Handheld Class (below the Use Perpetual Inventory option). If a password is entered it will prompt the driver for the password before he can perform the Take Inventory/Stock Take function.
ARS Enhancement: Fixed issue that would cause the Product Code to show blank on the handheld if you had the system setup to use Secondary Charge Codes, but there was a product that did not have a Secondary Code established.
ARS Enhancement: Fixed issue with the Shopping Cart printout when using Multi–Stop Invoicing, as it would print stop headers even on non–multi stops.
ARS Enhancement: Fixed Charge Now Credit Card Processing issue that would cause the card to be charged twice in Authorize.net due to changes in their Pre–Authorize and Authorize routines.
ARS Enhancement: Hid the Sync Button on the Truck Screen as it is not functional for standard users.
ARS Enhancement: Fixed Future Orders error on upload due to no warehouse assigned.
ARS Enhancement: Fixed Issue when some products are setup for Product Groups which caused the rest of the products (not assigned to a group) to be hidden from use on the handheld.
ARS Enhancement: Handheld Class Printer > If Printer is set to NONE, Android will no longer allow/prompt to print.
ARS Enhancement: Driver can now tap an hold on a piece of equipment on the customers equipment screen to show extended information (rental info, purchase info, etc) about the equipment and also update the Location of the equipment.

Mango Supervisor Changes:
None

Customer Message Centre Changes:
T20150807.0013 – Fixed issues on the Bottles on Hand, Driver Name, Driver Cell and Driver Email bookmarks not functioning correctly in all areas.
T20151002.0023 – Generate Messages > Marketing tab > Delivery address – emails would fail if the info address was blank even though your sending to delivery address.
ARS Enhancement: Added new bookmark for “Past Due Amount” to be used on templates: [PASTDUEAMOUNT]
ARS Enhancement: All emails sent via CMC are now Free.