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Jul9

Written by:Version
7/9/2010 10:02 AM 

New Features
Merge Case – New toolbar button “Merge Cases” in Case’s list. Select the 2 cases to merge. Case which was entered last or the case which has no jobs associated with it, will be merged with the case that was created first or has jobs associated with the case. Merge can be done for 2 cases for same Account / Contact
Job Control Panel (JCP) – Create new service activity when you exit JCP if the job is not completed
Invoice - Deactivate invoice when it is paid in full. Display deactivated 9paid) invoices on portal
Portal’s date format (US / non US format) is read from CRM settings and displayed accordingly on portal
Onsite travel time is reported to timesheet
Allow Recurring Maintenance cases to be scheduled for all SLA Contract types.
Open more than one JCP at a time while in Outlook, Service Calendar or Remote / helpdesk Entities
Preserve text formatting entered in JCP when displayed in XSLT file (such as invoice or reports)
Enhanced SLA Contract line:

  • Monthly billing for the quantity of HW Devices attached to the SLA Contract
  • Invoice all SLA Contracts each as a line item in one single monthly invoice (download Q4.6 updated workflows to take advantage of the new features)
  • A toolbar button is available in the SLA Contract & HW Device to add or remove HW device from SLA Contract Line

Invoice

  • Display total number of hours in monthly invoice
  • Display total Non-billable hours in monthly invoice
  • Display the total amount to be invoiced in the preview of monthly invoices

When case is resolved, the Billing tab shows details of what was billed
Fix “re-assign job” functionality
New workflow plugin to create invoice from any entity
Service Preferences in Account are displayed in Onsite Job
View Service calendar button when assigning help desk & remote jobs
In Helpdesk Job / Remote activity – the default person that support is provided to is the Responsible Contact that that asks for helpdesk support is associated with the helpdesk job
Prepaid Hours- allow SLA Contract with zero prepaid hours

Modified Entities
ask_bpqueueitem - Background Queue
ask_customsettings – QoS-IT Settings
Product
SiteMap.xml
UOM
UOMschedule
Account – Add field Service Preferences which is displayed in OnSite Job
ask_delivery – Hide Entity
ask_distributor – Hide Entity
Contractdetail
Incident (Case) – Add Status as Merged
Invoice
ISV.Config

Updated Workflows

Downlowd updated Q4.6 Workflows
Replace the 3 new workflows with prefix Q4.6 with same workflow's names but prefix Q3
Unpublish (delete) workflow: Q3- Invoice & allocate initial allotment 

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