D572379 - New option on the customer for <Enable Retention Filter on Web>. When this option is enabled, the Envision Web application will now update so the user selects from a two-leveled search system for the Retention Code when the item is being edited. Further information on this update can be found in the What’s New Documentation for the Envision Web application, Version 4.7. (RM)

D573226-A - When in the Reserved Labels screen, the fields <Created>, <Created By>, <Updated>, and <Updated By> will provide more accurate information for the user. (RM)

D566757-A - The Item Code From and Item Code To search fields in the Reserved Labels screen have been expanded to allow up to 50 characters for use when searching for Reserved Labels created in the system. (RM)

D558986-B - Added Customer option Child Items Added as Pending if Parent is IN. When enabled, child items added through Envision Web will be Pending Add if the parent is IN. (RM)

D561478-B - Added the ability to set a Web Order Limit on the FBU Defaults 3 tab. When configured, all clients within the FBU will be restricted to the value set in the Web Order Limit. (RM)

D562709-A - Allow Pending Retrieve, Pending Refile and/or a Pending Remove lines to be deleted if (only) a newer Relocate work order line exists in the system. The item will remain in that location, but the pending action work order line may be deleted from the system, as needed. System users will be prevented from deleting a Pending Retrieve, Pending Refile and/or a Pending Remove work order line if there is already a newer corresponding main action work order line (Retrieve, Refile or Remove) for the same item. (RM)

D562517-B - New Customer default setting Envision Web Uses Two-Factor Authentication is accessible on the Defaults 2 tab. When this option is enabled, the web users attempting to log into the Envision Web application will be required to provide the authorization code sent to the web user’s email address on record. If this option is not enabled, standard username and password authentication is required (only). (RM and DM)

D549499 - Add the Country field on the Customer screen to indicate the country for each customer’s billing address setup. The Country field is also included for the Department, Site and Authorized Contact. Country values can also be included with Customer, Department, Site and Authorized Contact query builder searches as well as Customer and/or Authorized Contact flow down. (RM AND DM)

D546592-A - Delivery Date / Time is displayed within the Edit Work Order Screen. (RM AND DM)

D569782 - Three new E-Notification events are available for <Schedule Work Order Modified>, <Schedule Work Order Line Modified>, and <Schedule Work Order Dates Modified> to record the changes for when a scheduled work order is modified, a scheduled work order line has been modified, or when one of the service dates for the scheduled work order has been modified, respectively. (RM AND DM)

D568720 - New email notification Schedule Work Order Manually Deleted and Schedule Work Order Deleted. No Remaining Lines on Order are now available to notify system users when Scheduled Orders a manually deleted by a system user and / or when a Scheduled Order is deleted in the system because the FBU option Delete Scheduled Work Order When Last Line is removed is enabled, respectively. (RM and DM)

D554583 - A new email notification event Item marked as not found has been located is now available to notify system users when an item that was previously marked as No Find in the system is located by uploading scan data from the Envision Mobile application, using the Revert No-Find option in the work order line right-click menu and when manually creating a work order line for an item currently in No Find status. (RM)

D557423 - The email notification sent with the Requestor Work Order Status Change event can include the Work Order Due Date parameter ($5$). Use the Due Date parameter to notify the email recipient with the updated/current service date for the Work Order with the e-notification event. (RM and DM)

D558178 - The email notification sent with the Urgent Order event can include the Work Order Due Date parameter ($8$). Use the Due Date parameter to notify the email recipient with the updated/current due date/time for the urgent order with the e-notification event. (RM and DM)

D560359 - Added a new notification for web order received. This will notify the user assigned when a web work order has been received by the system. (RM and DM)

D560121-A - Added Customer Billing 1 field Number of Days Past Due. (RM AND DM)

D555088 - A new FBU default setting Require invoice line edit reason is available. When enabled, a reason for editing and existing or adding a new invoice line must be provided in order to save the update to the invoice’s invoice lines. The reason can either be typed in manually or selected from a dropdown list, created for the Invoice Line Edit Reason category in the system Lookup Tables. (RM and DM)

D548322 - Improve database performance by refactoring work order line stored procedures. (RM and DM)

D553118 - New option added when creating a picklist called <Do Not Show on Device>. If this option is enabled during the Create Picklist process, then the picklist is not going to be sent to the handheld scanner. (RM)

D556680 - New option added to the Envision Work Flows for <Refile When Scanned to Internal Processing> on the Relocate Item Work Flow Process. When this option is enabled, items will be refiled into inventory if the item scanned was retrieved and if the item is scanned to a location marked Processing Location. (RM)

D568969 - New menu option added for Electronic Document Import in the File > Import menu option. This functionality allows the user to perform advanced setups for the importing of images and attaching the images to the items. In addition, added a new Work Flow for Electronic Document Import that can be used to import in the images using a Work Flow Process. (RM)

D551845-A - Added the ability to filter by Warehouse within the Import History Search screen. When Warehouse checkbox is selected the filter may be used to filter results by a specific Warehouse. If checkbox is not selected it will perform an ALL warehouse search. (RM and DM)

D550210-C - Added the Order batch lines by location option to the Warehouse Settings. When enabled, the Picklist line items are sent to the Envision Mobile application in Location order, regardless of the order in which the items were added to the Picklist. (RM)

D554244 - When performing a Relocate Case summary results for item movement are grouped together by case. (RM)

D551845-A - Added the ability to filter by Warehouse within the Import History Search screen. When the Warehouse checkbox is selected, the filter may be used to filter results by a specific Warehouse. If the checkbox is not selected, it will perform an ALL warehouse search. (RM and DM)

D573222-A - Added the features for <Disable Estimated Arrival Email> and <Disable Delivery Receipt Email> to the File > Handhelds > Handheld Settings menu option. When these settings are established in the Handheld Settings, then the option on the scanner for <Load Defaults> is enabled and the settings for <Disable Estimated Arrival Email> and <Disable Delivery Receipt Email> have been established, the respective potions are going to be selected on the handheld scanner. (RM AND DM)

D569825-A - Two options added to the System > Functional Business Unit menu option for <Only Update Related Code Quantity With Bin Volume From Device> and <Rebuild WO Line Skips Related Action Quantity When Code is Marked Use Bin Tip Quantity>. When the volume of the bin is being captured on the handheld scanner, these options will ensure that the Quantity is updated on the Related Code work order line (the second line) and not the first work order line. (DM)

D529395 - Use the Dispatch Import Log to view and search the Dispatch Logs for Dispatch scan activity by User, Import Date, Batch, Error Type, Customer and/or Work Order. (RM AND DM)

D561807-A - Ensure that if the Dispatch option is not enabled on the WO Type, the work orders that are assigned to this WO Type are not listed in the scheduled calendar. (RM AND DM)

D565465 - New Dispatch Group setting to interface with Roadnet Anywhere. Batches in the Dispatch Explorer will be updated with the sequence order calculated in Roadnet Anywhere. (RM AND DM)

D552264-A - Ensure that when sending work order service address data to Google Maps or MapQuest Maps, only unique Address values are sent to avoid duplicate address routing. (RM AND DM)

D567624 - Update to the Re-Order Batch screen to replace the Sales count for the work order with the work order’s Sequence number. (RM AND DM)

D547603-D - Ensure that when the Remove items not scanned from work order option is enabled in the Dispatch Group Settings, any Pending Refile work order line for a child items processed on the same work order as the Pending Refile line for the parent item are also deleted from the work order with the parent line item if the parent is not scanned and gets deleted accordingly. (RM)

D564981-A - Decreased display time navigating screens and views from within the Scheduled Calendar. (RM AND DM)

D557493 - Added the ability to add ad hoc Bin Services to the scheduled work order. (DM)

D549039 - Filter By Warehouse to also show work order not assigned to routes when enabled. (RM AND DM)

D545508 - Added the option under Reports > Reports Logos to update the Web WO Logo, Work Order Logo, and Invoice Logo. (RM AND DM)

D560059-A - Added an option to the handheld settings and handheld for Enforce note when not completed which will require the driver to enter a note for the work order when collecting a signature if all services are not completed at the customer site. (RM AND DM)

D571272-A - Option added to the picklist screen for <Strip Item BC Prefix>. When using this functionality, the user can input in a value to where the barcode should be stripped when scanned and the scanner will remove all values in front of this value, including the value. For example, if the barcode that is being scanned is 123 856789 6547, the user can input in “ 8” as the value and the scanner is automatically going to remove the values “123 8” then scan the remainder of the barcode. (RM)

D573222 - Two options added to the System Parameters of the handheld scanner for <Disable Estimated Arrival Email> and <Disable Delivery Receipt Email>. Enabling these options will disable the ability for the driver to send the Estimated Time of arrival email and the Delivery Receipt Email, respectively. (RM AND DM)

D571479 - Ensure that if emails are failing sending to the customer and at a later date, the matter on the server is resolved and now the emails can be sent, previous emails that were not sent to the customer are not sent now that the matter has been resolved. (RM AND DM)

D573056 - If the Web Service is not available, but the user is able to make a proper connection, the user only receives a prompt indicating “Web Service Not Available”. (RM AND DM)

D573367 - The ability to scan QR Barcodes is now available using the <QR Code> option when viewing the Barcode Readers tab of the Barcode Settings. (RM AND DM)

D546923 - Added the ability to use the Materials option from the Process Orders screen. (RM AND DM)

D555379 - Allow users to view the storage type of location barcode when using the Location Audit functionality. (RM)

D548579 - When inputting in the barcode lengths on the scanner, the Bin Prefix field can now accept up to eight (8) characters. (DM)

D557330 – Added new message for the driver if the email is not configured when sending the customer Receipt / Work Order. (RM and DM)

D560863-A - Added the ability to unassign batches to Parameters on the handheld. This will allow batches to be unassigned from drivers and no longer appear on the scanner. (RM AND DM) PLEASE NOTE: When the Unassign User from batch option is enabled in the system Parameter screen, any batch previously loaded to the device that is removed from the device manually will also be unassigned from that user.

D521425-A - Added the ability to select <Apply signature to all orders> so that once a signature is captured, it will be applied to all orders for that customer in the current batch. (RM AND DM)

D550210-B - Ensure when items are added to picking grid in the Envision Warehouse application that the items are received by the handheld in this order. (RM)

D559796-A - The ability to assign Suffix values to be stripped from barcodes when scanning has been added. (RM)

D558951 - New option on the handhelds to prevent items from being scanned for pickup that are not on the original order. (RM)

D560059 - Enforce the entry of a note entered by the driver if all services were not performed. Once signature is captured and all services are not rendered the driver is mandated to enter a note before leaving the screen. (RM AND DM)

D572379-A - When the option on the customer for <Enable Retention Filter on Web> is enabled, the user has the ability to filter the Retention Codes by the Level 1 and Level 2 filters. This functionality is available when items are being added or edited on the Envision Web application. Further information on this update can be found in the What’s New Documentation for the Envision Web application, Version 4.7. (RM)

D548322-A - Updates made to the Envision Web application for better handling when messages are being received when the users are sending the orders. (RM AND DM)

D556702 - Password, New Password and Confirm Password fields are all masked when adding and editing a web user in the Edit Users screen, when resetting the current web user’s password and when using the Forgot Password feature. (RM AND DM)

D558986 - New Customer default setting Child items added as pending if parent is IN is accessible in Total Recall. When this option is enabled, child items added to the parent item – that is currently located in the records center – through the Envision Web application will be added into inventory in the Pending Add status until they are scanned for pickup. While in a Pending Add status, the child items added through the Envision Web application ate not available for further action themselves until verified and scanned during typical pickup procedures. (RM)

D561478 - New FBU setting for Web Order Limit in the main Total Recall program. Set a value in the Web Order Limit box provided to indicate the maximum number of line items that can be added to a web order. Setting a value of 0 (default value) indicates that no web order limit is set for any web order submitted for that FBU. (RM)

D562517 - New Customer default setting Envision Web uses two-factor authentication is accessible in the main Total Recall program. When this option is enabled, web users attempting to log into the Envision Web will be required to provide the authorization code sent to the web user’s email address on record. If this option is not enabled, standard username and password authentication is required (only). (RM AND DM)

D562384 - Ensure the selected checkbox may be used to send all Receive Offsite, Send Off-Site, Perm/Destroy items selected per page. (RM)

D561410 - Added the ability to customize navigation buttons and text per customer and FBU. (RM AND DM)

D560832-A - Added the ability to determine cubic feet by assigning reference values on an item type. When the Calculate cubic feet from Ref fields option is configured on the Customer Item Type Options tab, the system will use these reference fields to perform Height x Width x Length for cubic assignment when adding to inventory, or if one of the references is edited. (RM)

D559813 - Added ability if using multiple websites for other sites to have custom images and captions for home page. (RM AND DM)

D573931 - When using the Retention Import feature, the option <Auto Apply Needed Updated to Items> has been added. When this option is enabled, after the updates to the Retention Codes have been applied, the updates would automatically be placed onto the items that are assigned to the Retention Codes. (RM)

D568604 - Added the <Retention Import> option in the File > Utilities menu option. When using this functionality, the user can import in a spreadsheet to update the values of the Retention Codes that are established in the system. In addition, when the import has been completed, the user can receive a prompt asking if the user would like to update the Expire Date for all of the items assigned to the Retention Codes that have been updated. (RM)

D560832-C - System and Customer Item Types have the ability to use the value in the Divide By field to calculate cubic size. (RM)

D565151-A - Ensure that the <Scan On Demand> and <View Image> buttons transfer items to FileTables if the Images Stored in a File Table Database option is enabled in the System Parameters. (RM and DM)

D560832 - Added the ability to determine cubic feet by assigning reference values on an item type. (RM)

D553941 - Ensure that if the Inherit Parent Item Hold option is enabled for the Item Type that child and grandchild-level items are assigned to the same Item Hold when the item is added to the parent and that the Item Hold is removed from the grandchild level when the Item Hold is removed from the parent. (RM)

D571713 - When viewing the customer using the Manage > Customer > Edit Customer menu option, or by selecting the <Edit Customer> button in the Toolbar, new options have been added to the Address tab for <View Work Orders> and <View Invoices>. These options allow the user to open the Edit Work Order and View Invoices screen, respectively, and the work orders and the invoices for this customer are going to be displayed, respectively. (RM AND DM)

REPORTING 

D570964 - Added the option menu Reports > Quality Control > Scheduled Order QC. When using this functionality, the user has the ability to view the scheduled work orders to ensure that the scheduled dates that are listed on the scheduled work orders are being properly listed. (RM AND DM)

D571349 - Updated the functionality of the <Event History> button in the System > Parameters menu option to add another tab (Search 2) for searching for the events so that the information is displayed. In addition, this information has the ability to be exported out. (RM AND DM)

D557511 - The Customer Notification Event option is available for the Requestor Work Order Complete event. When enabled, that Authorized Contact will also receive notification of completed work orders for the customer account, originally requested by other Requested By users. (RM AND DM)

D545508 - Added the option under Reports > Reports Logos to update the Web WO Logo, Work Order Logo, and Invoice Logo. (RM AND DM)

BILLING AND INVOICING (7)

D571758 - Added the System > Email Templates menu option. Using this menu option, users have the ability to create different email templates that can be used to input in the Subject of the email, the Body of the email, the email address that the email will be sending from, and the format of the attached file. (RM AND DM)

D574388 - Field added to the System > Edit Tax Codes menu option for <Tax Group>. This can be used to combine tax codes on the invoice together. (RM AND DM)

D550734 - Added the ability to manually update invoice status from Closed to Open. (RM AND DM)

D550120 - Added the ability for the Billing View Invoices screen to review a spreadsheet for previously printed / emailed invoices. Only if the Invoice Code does not exist within the spreadsheet will it remain in the query after the validation is complete. (RM AND DM)

D560957 - Added additional exportable fields from the Invoice Line table of the Query Builder. (RM AND DM)

D560116-A - Added Customer Default 2 option If Invoice Paid, Report Shows Zero Due and Marked as PAID. When enabled, the invoice will be marked PAID for zero due paid invoices. If disabled, no change will appear for the invoice. (RM AND DM)

D560281 - When Update Customer Service Code is used, if <Copy All Price Breaks> is selected, price ranges are updated, unless <Skip Zeroed Price> is selected. (RM AND DM)

D506692 - The Administrator Tasks functionality in the System > Parameters menu option has been added to the Envision application. (RM AND DM)

D562469 - Added the ability for the system to recognize what modules are being utilized and provide only those documents under Help > Documentation. Also added the ability to search by section from within Help > Documentation. (RM AND DM)

D554195-B - Customer CBAD, Dispatch Group, File Parse, and Email, records may not be deleted without prompt or while assigned. (DM)