Enhancements/Features
23855 Added a YTD (Year to Date) Payment Amount Field to Vendors
On the Vendor information screen, there is a new field showing the year to date payments based on current fiscal year made to a vendor.
23856 Electronic Payment Vendor Tree Node (Comdata)
For dealers using Comdata for electronic payments, these payments are visible:
Users can see details for Comdata payments:
Users can also see Comdata payments included with all other payments:
29197 Collection Queue Indicates when Results have been Filtered
When users filter the Collection Queue, there is a new message at the top of the Collection Queue screen to the right of the Include Late Fees in Amount Due check box that says "Results filtered by branches selected in Collection Profile Setup".
29510 INTERNAL Stages Integration Sync Restrictions - dB
On the CS_TP_SETUP table there is a new column called AutoSync. This will not appear in the UI and to be disabled, it must be changed through SQL. It is a small int type. Zero means off. Everything else means on. Its default is 1. This is used to specify whether the Stages (SGS) integration we enable will allow and display the ability to auto sync or not.
29795 INTERNAL Stages Integration Sync Restrictions - UI in Setup
On the SedonaOffice Setup screen under the Integration Setup option, the Update Common Fields checkbox is visbile only if the new AutoSync column in the CS_TP_SETUP table is not zero. If the value of the AutoSync column is Zero, the Update Common Fields checkbox is hidden.
29796 INTERNAL Stages Integration Sync Restrictions - UI in Customer Site
On the Customer Site edit screen, the Copy to CS checkbox is visible only if the new AutoSync column in the CS_TP_SETUP table is not zero. If the value of the AutoSync column is zero, the Copy to CS checkbox is hidden.
29797 INTERNAL Stages Integration Sync Restrictions - Customer Site save changes
The process for saving sites and pushing to Stages has changed. When saving a Site, the saving logic checks for the Copy to CS checkbox and checks the new AutoSync column in the CS_TP_SETUP table. If the new AutoSync column is not zero, saving the site updates Stages (even if the Copy to CS checkbox is selected). If the new AutoSync column is zero, saving the site does not update Stages.
Application Corrections (Corrected Bugs)
Accounts Payable
| Development ID | CRM ID | Resolved Issue |
|---|---|---|
| 20208 | 00017550 |
Trial Balances out of BalanceCorrected an issue with re-saving an AP bill with changes to an expense line that had a branch different from the bill header branch that would cause branches to be out of balance on the GL. |
| 21536 | 00014441 |
Point of Sale - updated cc that has been declined are not recordedUpdated the calculation for the amount due so that if a credit card transaction is declined and reprocessed the amount due is properly updated. |
| 22742 | 00029712 |
Cannot take AP Bill off Payment HoldCorrected an issue that was preventing users from taking a bill, linked to a closed job with WIP, off payment hold by enabling the Save button on bills that are tied to closed jobs with WIP. Users can edit these fields on the bill: Hold Payment checkbox, Reference Number, Terms, Payment Date, and Memo. |
| 29533 | 52264 |
Cannot open receipt once returned to vendorResolved an issue with users being unable to open a receipt once it was returned to vendor by saving the receipt ID of the original receipt before creating the return, so that it can be used to open the original receipt. |
| 30546 | 00056801,57822, 57127, 54724, 58155 |
Documents Tab in Vendor PO is unaccessibleResolved an issue that was preventing users from seeing the list of documents that they have uploaded to a purchase order. |
Accounts Receivable
| Development ID | CRM ID | Resolved Issue |
|---|---|---|
| 27084 | 00040662, 38248, 38590, 38660, 39166, 39573, 40021, 40123, 40159, 40681, 40727, 41134, 41290, 41326, 41329, 42018, 42162, 43831, 43861, 48264 |
View Checks Error - Cannot view details of a depositResolved an issue within a payment batch that would cause a runtime error when clicking the View Checks button. This was caused when the transaction status had a null value. Now the program treats the null value as an empty string. NOTE - INTERNAL ONLY (SUPPRORT/IT/PROFESSIONAL SERVICES) - IF THE CHECKS DO NOT APPEAR IN THE LIST AFTER THIS UPDATE IS APPLIED, THERE IS A SCRIPT ATTACHED TO ADD A SPECIFIC RECORD TO THE AR_ACH TABLE THAT WILL SOLVE THAT PROBLEM. |
| 27602 | 00045608, 46436, 45960 |
Miscellaneous Invoices created as cycle billsResolved an issue creating an invoice from the invoicing module under accounts receivable where the type was automatically changing to "Cycle Bill" when the invoice was created. Now when creating an invoice through Accounts Receivable > Invoicing and selecting an invoice type, the invoice type remains as selected when the invoice is saved. |
| 29557 | 00024441 |
Site Address not correct on printed InvoiceResolved an issue with a printed invoice showing the old address when users created the invoice and changed the site address on the invoice. |
| 29756 | 00052163 |
Advance Deposit Applied twice to invoiceResolved an issue when there is more than one advance deposit being applied to an invoice when it should not. |
Client Management
| Development ID | CRM ID | Resolved Issue |
|---|---|---|
| 24478 | 00029644 |
Sedona Collection Queue Issue - customers remain in collection queue when their branch is removedChanged the checks for the collection queue to make sure the customer's branch matches a branch used by the collection. |
Job Management
| Development ID | CRM ID | Resolved Issue |
|---|---|---|
| 22521 | 00004160 |
Locked column is blank on Job Tasks applied from a templateResolved an issue with the Tasks grid not displaying the Locked column. |
| 26733 | 00041521 |
Custom Job Label missing after updateRecreated the Custom Job Level Report and added it so that it will launch from the menu. |
| 27446 | INTERNAL |
Stock setting does not carry over to Materials when adding a part via Tools > Issues/PartsAdded the Stock setting when adding a part using Tools > Issue parts. |
| 27819 | 00047090, 52116 |
Error when looking up job statuses in job list and using the enter keyFixed an error (Run-time error ‘91’: Object variable or with block variable not set.) that occurred when pressing the enter key while in a filter list. |
| 29349 | 00052436, 53938, 54616, 56843, 58568 |
Service Module - Open Jobs not displayingResolved an issue where the Service Module was not showing the list of open jobs. |
| 29704 | 00054819, 53300, 56006 |
Part costs pulling into jobs when job type is marked as Zero Part PriceResolved an issue where customers were experiencing the Zero Part Price option being randomly ignored in jobs. |
Inventory
| Development ID | CRM ID | Resolved Issue |
|---|---|---|
| 28726 | 48265, 44819, 49814, 53065, 57409 |
Type Mismatch error with retrieving data from Specific Warehouse JournalResolved the error (13 Type mismatch) when navigating to a warehouse and accessing a journal. |
Query Builder
| Development ID | CRM ID | Resolved Issue |
|---|---|---|
--- |
Report Manager
| Development ID | CRM ID | Resolved Issue |
|---|---|---|
--- |
Service
| Development ID | CRM ID | Resolved Issue |
|---|---|---|
| 19715 | 00009710 |
Error Messages when doing third party billing unable to bill out serviceResolved error messages when doing third party billing with these changes: when a customer is selected for Third Party Bill To on a Service Ticket, the default is the Bill To of the customer that is defined with 'Primary Service' checked. The dropdown will display all active Bill To addresses associated with the customer selected. If the user selects another Bill To that is not defined with 'Primary Service', there is a message that will alert the user that the Bill To is not the primary, confirming that they want to use an alternate bill to. |
| 27661 | 00045368 |
Billed invoices showing $0 amount when posted on accountsResolved this issue by blocking users from creating an invoice when they have unsaved changes. |
Setup
| Development ID | CRM ID | Resolved Issue |
|---|---|---|
--- |
eForms
| Development ID | CRM ID | Resolved Issue |
|---|---|---|
--- |
Sales Automation
| Development ID | CRM ID | Resolved Issue |
|---|---|---|
--- |
Time & Attendance
| Development ID | CRM ID | Resolved Issue |
|---|---|---|
--- |
Integrations
| Development ID | CRM ID | Resolved Issue |
|---|---|---|
| 24953 | 00004605 |
WeSuite - imported jobs are losing original user on notesResolved an issue with having the create user of a note overwritten when importing a WeSuite job; now importing a WeSuite job preserves the username that created the note in WeSuite. |
| 26284 | 00037413 |
Error when running dealer billing post report in ManitouResolved an error displayed when running the dealer billing post report by adding the missing 'tax exempt' parameter to the stored procedure Invoice_Item_ADD. |
| 26937 | 43298, 58721 |
WeSuite - Material Burden not getting allocated to 'other' cost bucketResolved an issue with material burden not being added to the other cost bucket on job costing by adding the material burden to the Estimated other section for job cost, which puts this value in the appropriate section. |
Stored Procedures
Stored Procedures Updated:
Invoice_Item_ADD
WS_Account_Register (Updated for SedonaWeb 2.0 customer registration issue - Clients cannot create SedonaWeb users. This change requires an update to SedonaAPI version 1.42.0.)
Special Upgrade / Installation Instructions
If upgrading from a SedonaOffice version prior to 6.0, the following related updates are also required:
FSU Updates - iOS devices must be on iOS version 11 or newer. Please also check the app store for any updates to your FSU app
SedonaWeb - If your company uses SedonaWeb, IT will update your SedonaWeb version at the same time as your SedonaOffice version. This is to ensure the highest level of PCI compliance throughout all applications
SedonaCloud/SedonaAPI 2.0 Setup - If your company uses the SedonaAPI, IT will update your SedonaAPI version at the same time as your SedonaOffice version. This is to ensure compatibility with the SalesAutomation module.
If you are not a SedonaCloud customer, please review the requirements for the new API before requesting the update. For a copy of pre-install requirements please contact: sedonaoffice.support@boldgroup.com
Performing Update - Once you have reviewed all of the above information, and followed all preparation steps, contact SedonaOffice support. We will note on your account that you have received the Release Notes and are ready for update. SedonaOffice IT will then contact you to schedule your update.
Supported Environments
Version Support
**SedonaCloud Users** - If your company utilizes SedonaCloud in any manner (utilize Sales Automation, Time & Attendance, eForms, SedonaWeb 2.0, or the SedonaCloud API for integrations such as the Manitou integration), you will need to update your SedonaCloud to version 1.42.0 or higher when you update SedonaOffice to 6.2.0.8.
Minimum System Requirements
- Server is on Microsoft .Net 4.6.1
