Core
Release Date: January 28, 2020
Changes are considered either Enhancements or Fixes. The Enhancement and Fix sections for each module/application are ordered chronologically.
- Enhancements are changes made to improve a functionality.
- Fixes are changes made to correct a bug or error in the system.
Release Note details are recorded in the following format:
Title of Enhancement or Fix
Date Added
Ticket Number relating to update
GitLab ID for internal tracking
Information describing what has been changed, added, or fixed.
Path the user can follow to locate the update in the software.
The following section contains Enhancements and Fixes applied to applications within the CORE software. This section is organized by CORE application name in alphabetical order after the General CORE section.
General CORE
The following section contains Enhancements and Fixes for changes made to the software that effect more than one module or, a module with fewer changes made than required to provide a separate section for that module.
Enhancements
Updated Returned Report Information
10/11/19
Ticket Number: 317557
GitLab ID: Core!1424
When running the Inactive Account Report, the operator code of the individual who initially inactivated the account will display in the report.
Path: CORE > Security Level V > Operations Reports > Subscriber Information Reports > Inactive Accounts
Updated Account History Information
10/11/19
Ticket Number: 317021
GitLab ID: Core!1423
The list of individuals who are notified of pending restores will now be included on History reports.
Path: CORE > Operations Reports
Updating Items in CORE
10/23/19
Ticket Number: 314684
GitLab ID: Core!1494
When users update items in CORE Inventory the items will also automatically update in Matrix Sales to match.
Path: CORE > Inventory Control > Item Maintenance > Description and Cost Maintenance
Delete All Call Lists
12/16/19
Ticket Number: 321820
GitLab ID: Core!1728
New option added that allows users to delete all existing call lists on an account.
Path: CORE > Security Level V > Data Entry Level V > Subscriber Info
Fixes
Signal Notifies
10/30/19
Ticket Number: 316948
GitLab ID: Core!1522
Corrected issue that affected some users receiving text alerts for received signals. Prior to this fix, signals coming off of hold were not sending notifications as they should be. Signal notifications will now send properly.
Path: CORE > Security Level V > Monitoring Level V
Matrix All Activity Report
11/04/19
Ticket Number: 319101
GitLab ID: Core!1557
Corrected issue some users encountered where the Print by Selected Sublist option for All Activity reports would not properly sort the resulting report information.
Path: CORE > Security Level V > Operations Reports II > All Activity Reports > Activity Report
Outbound Voice Fix
12/19/20
Ticket Number: 321903
GitLab ID: Core!1753
Corrected issue some users encountered where expiring outbound voice signals to pending would occasionally write residual data to the incorrect account’s history report.
Path: CORE > Outbound Voice
Call Delivery Fix
01/14/20
Ticket Number: 323384
GitLab ID: Core!1835 & Core!1897
While using Call Delivery, if a call is received from an account labeled inactive, the call will be received. Prior to this change, customers calling from inactive accounts were stuck on hold.
Path: CORE > Call Delivery
Replenish Warehouse Report Fix
01/16/20
Ticket Number: 323623
GitLab ID: Core!1843
Corrected issue some users encountered where the Replenish Warehouse Report would not correctly list equipment added to tickets by techs who are not directly assigned to the ticket. This report will now properly reflect part information.
Path: CORE > Service System > Service Report > Service Replenish Warehouse Report
PDF Printing Fix
01/20/20
Ticket Number: 319154 & 309030
GitLab ID: Core!1872 & Core!1929
Corrected issue some users encountered where PDF reports would not print correctly. Reports are now updated to print landscape and minor character corrections were made to ensure reports display properly when printed to PDF.
Path: CORE > All Printable Report Options
Service Replenish Warehouse Report Fix
01/21/20
Ticket Number: 323623
GitLab ID: Core!1876
Corrected issue some users encountered where the warehouse report was not properly displaying tickets completed on the To Completion Date. The system will now pull tickets properly.
Path: CORE > Service System > Service Report > Service Replenish Warehouse Report
SMS Messages Fix
01/22/20
Ticket Number: 323429
GitLab ID: Core!1896
Corrected issue some users encountered where the Dealer ID number would populate within SMS messages sent to customers. Now, when applicable, this ID will be hidden within sent SMS messages.
Path: CORE
Copying Account Data
01/23/20
Ticket Number: 323915
GitLab ID: Core!1899
Corrected issue some users encountered when copying account contacts would also copy premise numbers even if the user selected N to not copy premise numbers.
Path: CORE > Security Level V > Data Entry Level V > Copy Account Data
False Alarm Report Fix
04/21/20
Ticket Number: 310923
GitLab ID: Core!2326
Corrected issue that caused the Service False Alarm Report to return incorrect information (such as system handled alarms).
Path: CORE
Accounting
This section contains Enhancements and Fixes made to the Accounting CORE menu option.
Enhancements
Cash Receipts
12/12/19
Ticket Number: 318602
GitLab ID: Core!1721
Invoice printing will now recognize one time charges as if they were cash receipts. Invoices will print as if cash was applied to the invoice in the amount of the one time charge.
Path: CORE > Accounting > Invoice Printing/Customer Inquiry
Updates for 2020 Payroll W4
12/30/19
Ticket Number: 322589
GitLab ID: Core!1764
Updated the W4 form for 2020 to remove Exceptions and allow for Other Income and Other Deductions to be added and used in the tax calculations.
Path: CORE > Payroll > Employee Maintenance > Tax Maintenance
Additional Column for Job Expense Report
01/24/20
Ticket Number: 324276
GitLab ID: Core!1905
Added a column, Lease/Purchase Value, to the Job Cost Expense Report. This column will notify users of the purchasing type.
Path: CORE > Installation Management > Job Costing Reports > Job Cost Expense Report
Fixes
Handle Kit Quantity Properly
10/10/19
Ticket Number: 310401
GitLab ID: Core!1418
Corrected issue that caused incorrect totals to display for components ordered through the kit system. The program will now properly recognize the number of kit components.
Path: CORE > Accounting > Purchase Order > Automatic Ordering > Automatic Ordering
PO Quantities Displaying Properly
10/11/19
Ticket Number: 310401
GitLab ID: Core!1425
Corrected issue that caused incorrect quantities to display on Purchase Orders. The program will now properly set the item quantities on Purchase Orders.
Path: CORE > Accounting > Purchase Order
Inactivate Dealer Billing
10/31/19
Ticket Number: 319021
GitLab ID: Core!1531
If clients are marked as inactive for dealer billing they will also be marked as inactive for recurring billing.
Path: CORE > Accounting
Non-Stock Items PO Fix
12/09/19
Ticket Number: N/A
GitLab ID: Core!1697
Corrected the issue some users encountered where the adding of non-stock items would not properly generate a Purchase Order. POs will now generate correctly for non-stock items.
Path: CORE > Accounting
Allow Reverse Non-Check Payments
12/13/19
Ticket Number: N/A
GitLab ID: Core!1726
Corrected issue some users encountered where the system would not allow for the reversal of non-check payments.
Path: CORE > Accounting
Invoice Summary Fix
12/17/19
Ticket Number: 321979
GitLab ID: Core!1733
Corrected issue some users encountered where the Summary of Invoice Totals would display incorrect information.
Path: CORE > Accounting > Accounts Receivables > Invoice Entry > F3 Summary Information
Base Monthly Charge Fix
12/19/19
Ticket Number: N/A
GitLab ID: Core!1750
Corrected issue some users encountered where the minimum quantity for monthly charges would set to zero for certain customers. Now, this quantity will default to a minimum of one when applying charges to accounts.
Path: CORE > Accounting
Non-Stock Item Total Cost Fix
12/23/19
Ticket Number: 321872
GitLab ID: Core!1756
Corrected issue some users encountered where the Total Cost field would not populate correctly after adding non-stock items to a proposal.
Path: CORE > Installation Management > Contract Entry > F5 Proposal Lines > Input a new line > F3 to add a non-stock item
Detail Progress Bill Cost Fix
12/26/19
Ticket Number: 322428
Gitlab ID: Core!1761
Corrected issue some users encountered where the billed-to date figures were not populating correctly when processing billing details.
Path: CORE > Installation Management > Contract Entry > F19 Billing > Bill Option D and E
Proper Handling of Non-Stock Items
12/30/19
Ticket Number: 322728
GitLab ID: Core!1771
Corrected issue some users encountered where the adding of non-stock items on a job for installation billing would cause the system to fail to post the inventory correctly.
Path: CORE > Installation Management > Contract Entry > F19 Billing
Proper Group Invoice Printing
12/30/19
Ticket Number: 321213
GitLab ID: Core!1767
Corrected issue some users encountered where grouped invoices would print multiple times (one for each invoice that was part of the group). The system will now print the grouped invoice once as intended.
Path: CORE > Accounts Receivable > Transaction Reports & Updates > Invoice Printing