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| Case # | Description | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| SCHED-1225 | When creating a service call with a call type of MC (maintenance contract), a message now displays when the equipment selected is not covered by a contract. The message "Equipment ID <ID> is not covered by Contract <Contract Number>." has an OK and Cancel button. Selecting OK leaves the selection of the current field (equipment ID or contract number). Selecting Cancel returns the user to the Service Call window with the current field cleared (Equipment ID, Contract, or Call Type). The message displays in the following scenarios:
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| SCHED-1252 (SCHED-1463) | ||||||||||
| SCHED-1266 | The Equipment field has been transitioned to a lookup field on the New Service Call window and displays only active equipment. Inactive, retired, and group equipment are filtered out of the lookup window. | |||||||||
| SCHED-1269 (SCHED-1460) | Placeholder for tasks and task lists for Schedule | |||||||||
| SCHED-1354 | Users can now set Schedule Visible Hours at the user level in their User Profile window. If the user-level setting is not set up, the company-level setting is used. See Viewing Your User Profile and Setting Up Schedule Configuration. | |||||||||
| SCHED-1387 | Bill Only addresses are now excluded by default on the Customer Hub so that more customers display in the window. To display the Bill Only address, mark the Bill Only checkbox above the scrolling window. See Using the Customer Hub. | |||||||||
| SCHED-1388 (SCHED-1455) | When using the Find option from the Schedule Board, Service Call now defaults in the Type drop-down with the cursor focus in the Service Call ID field so that you can begin typing the service call ID. | |||||||||
| SCHED-1392 | You can now set a default value for estimated hours when creating a service appointment and/or service call. The Default Estimated Hours option is set up in Schedule Settings in the Configuration section. When a zero-hour appointment is dragged onto the schedule board, this value defaults for the appointment. See Setting Up Schedule Configuration1299 | Users can now add, edit, and/or remove field purchase orders in Schedule. A purchase order that is entered in MobileTech or Schedule must be reviewed, committed, and processed in Service Management and Microsoft Dynamics GP Purchasing before costs that are associated with the purchase order can be processed in the system. See Working with Purchase Orders.
We've added new Role Permissions for purchase orders so that you can limit your Schedule users to view, edit, and/or delete. (Administration > User Roles) See Working with Roles. | ||||||||
SCHED-1275, | Users can now add and edit equipment and component equipment from the Customer Hub. You can access the new Equipment tab by selecting the customer's service location. Right-click anywhere within the Equipment tab to access the Add Equipment, Edit Equipment, Add Note, View Note, Add Attachment, and/or View Attachment options from the context menu. See Working with Equipment. On the Equipment tab, you can view the following columns. Section | Column | width | 50%
 if the note is empty or  if a note is attached.
 if no attachment exists or  if a file is attached.
Column |
|