Release Notes by dandanhuanghuang

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									Release Notes
Product : TDPS2000
Version : 4.3
Build Number : 1604
Release Date : 06-08-2007


Dispatching Solutions, Inc.
 1131 West Sixth Street, Suite 230
      Ontario, CA 91762
  Phone : (909) 460-6404
    Fax : (909) 460-6393
  www.dispatchingsolutions.com

                                     1
                                      System Enhancement
Release Notes
[ Issue # : 471]    [ System Enhancement]
                    Location: HistoryLog Screen

                    [Note Description] :
                             Auto Refreshing of the History Log Screen:
                       Now the user can set the History Log Screen to auto-refresh by selecting ‘Enable Refresh’ and the
                       desired minutes in User Settings.

                                           - Enter desired
                                                                                  - Select ‘Enable
                                           refresh minutes
                                                                                  Refresh’




[ Issue # : 3208]   [ System Enhancement]
                    Location: Billing Form
                    [Note Description] :
                             Addition of Filter for Posted Loads and Payroll Approved Orders on the Billing Form:
                       On the Billing Form, the user has the option of filtering the orders to be invoiced by either
                       Approved Only, Posted Only or All.
                       By selecting:
                       -Approved Only: Only the orders that have an approved payroll status will display.
                       -Posted Only:     Only the orders that have the billing rates posted from the Transaction
                                         Driver Settlements Form will display.


                                                              Driver Settlements Form:                Click Post:




                    Select filter:




                                                                 2
                                      System Enhancement
Release Notes
[ Issue # : 3525]   [ System Enhancement]
                     Location: Customers, JobSites and Transaction Details
                    [Note Description] :
                             Addition of Rate/Pay Templates to the Following Areas: Customers, Orders and Jobsites.
                       A drop down box displaying the template rates was added to give the user the ability of attaching a
                       Rate/Pay Template to specific customers, orders and jobsites.

                          -Template RateName
                           dropdown:




[ Issue # : 3916]   [ System Enhancement]
                    Location: Dispatch, SubAgrm, Order Confirmation and Quote Reports

                    [Note Description] :

                               Addition of Year Field of the Pickup and Delivery Dates
                         The Year Field for pickup and delivery dates was added to all the Dispatch, Subhauler Agreement,
                         Order Confirmation and Quote reports.

[ Issue # : 3930]   [ System Enhancement]

                    Location: User Maintenance located in System Settings

                    [Note Description] :

                                 Addition of the TDPS2000 Build Version Used by Currently Logged in TDPS2000 Users:
                          The current TDPS2000 build version of the logged in user is displayed in User Maintenance lo-
                          cated in System Settings. This verifies that all users on the system have updated their program
                          and are using the same build version.


                                                                                                       - Current TDPS2000
                                                                                                       version user is logged
                                                                                                       on with.




                                                                3
                                    System Enhancement
Release Notes
[ Issue # : 4149 ]   [ System Enhancement]

                     Location: Transaction Details - Scheduled Loads
                     [Note Description] :
                           Addition of a TraceLog setting: Track Changes Made to the Ticket Number on Bulk Scheduled
                        Loads.
                        This TraceLog will give a company the ability to identify if any changes were made to a ticket
                        number that was entered on a scheduled load.




[ Issue # : 4208]    [ System Enhancement]
                     Location: Transaction Details - Incidentals

                     [Note Description] :


                             SBC Integration: When importing order from SBC to TDPS2000, the Incidental Price will be
                          automatically populated.




[ Issue # : 4540]    [ System Enhancement]
                     Location: Trailer Groups

                     [Note Description] :

                              Addition of a Sync Button to TrailerGroups:
                          A sync button was added to TrailerGroups which will automatically merge trailers located in the
                          Trailer Form to the TrailerGroups Form. This will eliminate the need to manually enter in new
                          trailers in both forms.




                                                                                                    - Click to Sync Trailers
                                                                                                    to Trailer Groups




                                                                   4
                                       System Enhancement
Release Notes
[ Issue # : 4737]   [ System Enhancement]
                    Location: Drivers Profile
                    [Note Description] :
                      Addition of Character Spaces in Driver Journal Notes – Action Taken Field:
                      Increased the field size of the Driver Journal Notes– Action Taken field to accommodate 1000 char-
                      acters.

[ Issue # : 4780]   [ System Enhancement]
                    Location: Billing Form
                    [Note Description] :

                            Addition of a Progress Bar in the Billing Form:
                      The user will now see a progress bar while exporting invoices. Also an exception report will be pro-
                      duced for invoices that did not successfully export.




[ Issue # : 4803]   [ System Enhancement]
                    Location: Ticket Entry Form

                    [Note Description] :


                            Ability to Edit the Ticket Entry Form After the Order has been Invoiced:
                      The Ticket Entry Form is now editable after invoicing if a correction needs to be made. When
                      the user clicks on Edit in the Ticket Entry Screen, a password will have to be entered if pass-
                      word protection has been set up.

[ Issue # : 4804]   [ System Enhancement]
                    Location: QuickBooks Integration
                    [Note Description] :
                             Ability to Export Sales Tax as a Liability Account Instead of an Income Account:

                       For QuickBooks to calculate sales tax as a current liability/other account, you must set the
                       system setting in the TDPS2000 program named "QuickBooksAddSalesTax" to “Yes” and
                       make sure that an item is also created in QuickBooks with sales tax linking to the current
                       liability account.
                       For the TDPS2000 program to calculate sales tax as an income account, you will need to set
                       the system setting called "QuickBooksAddSalesTax" to “No” in the TDPS2000 program.
                       This will prevent any sales tax from being calculated in QuickBooks.

                       Note: This should be set up by a DSI customer support representative to ensure it is
                       done properly.




                                                                5
                                        System Enhancement
Release Notes
[ Issue # : 4900]    [ System Enhancement]
                     Location: QuickBooks Integration using SDK
                     [Note Description] :
                           By default, when either an invoice or a credit memo is exported to QuickBooks using SDK, it
                        will not flag QuickBooks invoice to print.



[ Issue # : 4995]    [ System Enhancement]
                     Location: TDPS2000 Dispatch Login

                     [Note Description] :


                     If an update was placed on a customer’s system, it will require a user to take the new update
                     prior to proceeding with the log in. The user will be denied access to the TDPS2000 program if
                     he/she does not take the update.




[ Issue # : 5044]    [ System Enhancement]
                     Location: Drivers Profile—Subhauler Payroll
                     [Note Description] :
                           Creation of system settings to accommodate when a company wants to use different account
                     numbers to apply subhaulers’ pay to when exporting subhauler payroll to QuickBooks.
                     Here is how the system setting needs to be set up:

                     If QuickbooksEnableSubhaulerSplitAccts = Yes
                     then QuickbooksAPAccount needs to have an account number entered.

                     If QuickbooksEnableSubhaulerSplitAccts = No
                     then QuickbooksSubhaulAccountNo needs to have an account number entered.




 [ Issue # : 5092]   [ System Enhancement]
                     Location: Drivers Profile
                     [Note Description] :
                           Email Notification Displaying Driver Names:
                     Email notification for the times driver’s loads were Dispatched, At Pickup, At Destination and
                     Complete will now display the driver’s name instead of the driver ID.




                                                                 6
                                       System Enhancement
Release Notes
[ Issue # : 5358]   [ System Enhancement]
                     Location: Load Rates
                    [Note Description] :
                              Addition of an Account Number to the Load Rates Form:
                       This is for companies that use MAS90 for their accounting system. Load Rates Form reflects
                       account numbers for MAS90 only. A system setting was added in the Integration Module
                       MAS90SalesCodeDerived to include “4=From Load Rates”.


                    [ System Enhancement]
[ Issue # : 5508]
                    Location: Dispatch and Invoice Reports
                    [Note Description] :
                            Ability of Not Displaying Dispatch and Invoice Reports:
                    In User Settings, when a user sets the setting to No for Displaying Reports, and in the System Set-
                    tings, the number of copies is set to 0, no report will display or print.


[ Issue # : 5509]   [ System Enhancement]
                    Location: QuickBooks Integration– Export Invoices
                    [Note Description] :
                           Duplicate Invoice In QuickBooks Message Will Only Pop Up Once:
                    Addition of code when a user exports invoices to QuickBooks, and receives a pop-up stating that a
                    duplicate invoice number exists. If there are multiple invoices that are duplicate, only on the first one
                    will display he pop-up . After completion of exporting invoices, the duplicated invoices will remain in
                    the export queue for the user to evaluate.

[ Issue # : 5539]   [ System Enhancement]
                    Location: Custom Report
                    [Note Description] :
                           Addition of Load Status Change Reports:
                    Load Status Change Report (Delivery Only) and Load Status Change Report (Pickup Only)
                    were added to the ReportMenu to track when a driver uses the statuses on the Micronet device
                    on a per load basis. This report will display the actual times each status was changed, the time
                    for loading and unloading, and the total load time from start to completion, with a status of
                    Early, On Time, Late and Very Late attached. An additional column was also added to reflect
                    canned messages the driver sent during the load.




                                                                 7
                                       System Enhancement
Release Notes
[ Issue # : 5570]   [ System Enhancement]
                     Location: System Reports
                    [Note Description] :
                              Addition of a System Report—Accidents by Time of Day:
                       This report will display the statistics of the number of accidents and the time of day they occurred.

[ Issue # : 5571]   [ System Enhancement]
                    Location: System Reports
                    [Note Description] :
                            Addition of a System Report - Accidents by Day of Week:
                      This report will display the statistics of the number of accidents by day of the week.




[ Issue # : 5614]   [ System Enhancement]
                    Location: MAS90 Integration
                    [Note Description] :
                          MAS90 Integration Set Up:
                    Set up the integration to use the account number in the load rates table and the division account
                    number as the prefix to the account number.
                    To set this up:
                    System Setting MAS90SalesCodeDerived should be set to 4. If the GL is required by the com-
                    pany, MAS90GLDerived should be set to 4.

[ Issue # : 5634]   [ System Enhancement]
                    Location: System Reports
                    [Note Description] :
                         Adjustments to the System Accident Reports:
                    Adjustments were made to the accident reports to reflect DOT compliant information. The
                    word “Crashes” was replaced with “Accidents.”




                                                                 8
                                       System Enhancement
Release Notes
[ Issue # :        [ System Enhancement]
       5650, 5696] Location: Payroll/System Reports

                    [Note Description] :
                            Creation of New Reports to the TDPS2000 System:
                       1.   DispatchLog3– Accessed through reports under the Misc. Category
                       2.   Invoices—QBStyle-3
                       3.   PayrollSubhaulerSettlementReport-6
                       4.   Invoices– QBStyle-2




                                                              9
                                     System Bug Fix
Release Notes
[ Issue # : 3863]   [ System Bug Fix]
                    Location: Transaction Details– Incidentals
                    [Note Description] :
                              Bug: Calculating fuel surcharge by Mileage is not recognizing the Mileage Field from the
                       Scheduled Loads.
                              Correction Made: When the system surcharge for fuel is set to calculate by miles, and the
                       user clicks on Distance to calculate out the miles, the mileage will be entered into both the Qty and
                       Mileage Fields.


[ Issue # : 3929]   [ System Bug Fix]
                    Location: Transaction Details—Scheduled Loads Haul Type
                    [Note Description] :
                             Bug: When selecting a machine from the drop down or manually entering it in the Sched-
                      uled Loads Form and more than one machine of the kind exists, the machine dimensions are not
                      displaying in the Scheduled Loads Machine Dimensions Fields.
                             Correction Made: The dimensions automatically pull over from the machine table when
                      the user selects the desired machine listed in the Machine Search Form.




[ Issue # : 4039]   [ System Bug Fix]
                    Location: Transaction Details—Scheduled Loads
                    [Note Description] :

                             Bug: When the user double clicks in the driver area on an invoiced order, the user re-
                      ceives the following error: “Error 2467—The expressions you entered refers to an object that is
                      closed or doesn’t exist” and then opens up the Drivers Profile Form.
                             Correction Made: If the user double clicks in the driver area on the Scheduled Loads
                      Form, the Drivers Profile Form displays.


[ Issue # : 4064]   [ System Bug Fix]
                     Location: Transaction Details—HistoryLog Screen—Custom View
                    [Note Description] :

                            Bug: When Master Quote Number is selected as a column, no results are displaying.
                            Correction Made: The name was changed from Master Quote Number to
                     MasterQuote. When the user selects this column to display, the Master Quote Number will
                     display.




                                                                 10
                                              System Bug Fix

Release Notes
[ Issue # : 4169]    [ System Bug Fix]
                      Location: Report Writer
                     [Note Description] :
                              Bug: Report Writer missing the displayed report number.
                              Correction Made: Report Number now displays in front of Report Name.




 [ Issue # : 4567]   [ System Bug Fix]
                      Location: Settlements

                     [Note Description] :
                              Bug: Changes made to a DriverID not propagating to Payroll Settlements, causing pay-
                      roll records to not display.
                              Correction Made: When a change is made to DriverID, the change will propagate
                      throughout the entire payroll system.




 [ Issue # : 4677]   [ System Bug Fix]
                      Location: Customers
                     [Note Description] :
                           Bug: When using the customer’s shipping information on invoices and exporting to
                      QuickBooks, the shipping address is not exporting correctly.
                           Correction Made: The shipping address exports correctly.




 [ Issue # : 4686]   [ System Bug Fix]
                      Location: Rate/Template

                     [Note Description] :


                           Bug: The system is not automatically checking the ‘Taxable’ box on the Scheduled
                      Load Form if Trucking is marked as taxable in the Rate Template.
                           Correction Made: If Trucking is marked as taxable on the Rate Template form, it is
                      now automatically checking taxable on Scheduled Load Form.




                                                               11
                                            System Bug Fix

Release Notes
[ Issue # : 4712]    [ System Bug Fix]
                     Location: Ticket Entry Form
                     [Note Description] :
                              Bug: When a user enters a record using the wrong load number, and attempts to correct it,
                        the change does not take effect.
                              Correction Made: Load number corrections will now update.




 [ Issue # : 4713]   [ System Bug Fix]
                     Location: Transaction Details—Incidentals
                     [Note Description] :
                             Bug: If a user clicks on Get Surcharges prior to invoicing, and proceeds to make a
                      change on an amount located in Scheduled Loads, the surcharges do not recalculate when click-
                      ing on Invoice.
                             Correction Made: Surcharges are now recalculating if the System Setting
                      “SurchargeRecalculateOnInvoice” is set to “Yes.”




 [ Issue # : 4716]   [ System Bug Fix]
                      Location: Driver Profile—Payroll Expenses

                     [Note Description] :
                             Bug: Broker Fee not applying to the standby time for Payroll.
                             Correction Made: All expenses for Driver Payroll now apply to the total pay of the
                      driver.




 [ Issue # : 4745]   [ System Bug Fix]
                      Location: HistoryLog Form

                     [Note Description] :
                             Bug: Hyperlink for Current or Past Due Reminders is not working.
                             Correction Made: The hyperlink for Current or Past Due Reminders is functioning
                       correctly.




                                                               12
                                             System Bug Fix

Release Notes
[ Issue # : 4772]    [ System Bug Fix]
                      Location: System Settings
                     [Note Description] :
                              Bug: Even with the System Setting RequireDriverToDispatch being set to “Yes,” the user
                        was still to able to dispatch a load without first assigning a driver. The user was also able to in-
                        voice out the order prior to dispatching it.
                              Correction Made: If the user tries to dispatch/invoice an order without a driver, a flag will
                        display stating “System Setting requires a Driver assigned to each load before being dispatched.”




 [ Issue # : 4779]   [ System Bug Fix]
                     Location: Transaction Details

                     [Note Description] :

                             Bug: Receiving an error when clicking on Customer Yard for the Pickup Jobsite Address
                             Correction Made: Correction was made so an error will not display when One Time Ad-
                      dress does not exist.




 [ Issue # 4787]     [ System Bug Fix]
                      Location: System Settings
                      [Note Description] :
                            Bug: When a company uses Divisional Reporting for their reports, the company name does
                      not appear at the bottom of the invoices.
                            Correction Made: Code was added so that the company or division name will appear after
                      “Thank you for choosing” regardless of what options are selected.




 [ Issue # 4812]     [ System Bug Fix]
                      Location: Integration—Export Invoices
                     [Note Description] :
                            Bug: When exporting invoices to QuickBooks and an invoice already exists, a window
                     displays asking if the user wants to override this invoice. If the user selects “Yes”, an error
                     would appear stating, “Missing ‘onError’ attribute.”
                            Correction Made: If a user selects “Yes” to override an existing invoice in Quick-
                     Books, then the invoice is replaced by the invoice being exported. However, if the user selects
                     “No”, then the duplicate invoice remains in the Invoice Export Queue for the user to modify at
                     a later time.


                                                                 13
                                             System Bug Fix

Release Notes
[ Issue # :          [ System Bug Fix]
     4861,5553]
                      Location: Transaction Details
                     [Note Description] :
                              Bug: If a pickup or delivery jobsite was changed, the distance would not recalculate
                        because the latitude and longitude values were not updating.
                              Correction Made: The old jobsite’s latitude and longitude values are cleared out and
                        the new jobsite’s latitude and longitude values are used to calculate the new distance.




 [ Issue # : 4881]   [ System Bug Fix]

                     Location: Transaction Details
                     [Note Description] :
                             Bug: When an invoice was aborted due to a missing Customer PO or Job number, the
                      user was not notified as to why.
                             Correction Made: An Invoice Exception Report was created notifying the user why
                      the invoice procedure was aborted.



 [ Issue # 5053]     [ System Bug Fix]
                      Location: DispatchLog Report
                      [Note Description] :
                            Bug: Displaying duplicate dispatch entries on the DispatchLog Report.
                            Correction Made: If two users on the same computer ran the report, it produced the
                      duplicate entries. A filter was added for UserID resulting in only one entry to be displayed.




 [ Issue # 5076]     [ System Bug Fix]
                      Location: Transaction Details
                     [Note Description] :
                            Bug: When detaching a load to a new order, the Order Priority was not copying over.
                            Correction Made: The Cloning function was modified to copy the Order Priority to
                      the new created order.




                                                                 14
                                            System Bug Fix

Release Notes
[ Issue # : 5104]    [ System Bug Fix]
                      Location: Quote Report
                     [Note Description] :
                              Bug: When a Quote is created, the Quote Report is not displaying the Commodity when
                        using Intermodal as the Haul Type.
                              Correction Made: Changes were made to all Quote and Order Confirmation Reports to
                        display the Commodity regardless of which Haul Type is used.



 [ Issue # : 5142]   [ System Bug Fix]

                     Location: History Log Screen
                     [Note Description] :
                           Bug: The History Log Report is sorting in a different sequence than the HistoryLog.
                           Correction Made: When there is no sort in either Sort1 or Sort2 Fields, the report will sort
                     by order number first, then load number.




 [ Issue # 5161]     [ System Bug Fix]
                      Location: Exporting to QuickBooks
                     [Note Description] :
                            Bug: Received a “Check disc low memory” error on the Export Exception.
                            Correction Made: The bug is fixed. The error should no longer appear.




 [ Issue # 5329]     [ System Bug Fix]
                      Location: Transaction Details
                     [Note Description] :

                            Bug: When cloning an order, the quantity is cloning to the new order.
                            Correction Made: A User Setting was added that will allow the user to enable or dis-
                     able the cloning of the load quantity to a new order.




                                                                15
                                            System Bug Fix

Release Notes
[ Issue # : 5339]    [ System Bug Fix]
                      Location: Customers
                     [Note Description] :
                              Bug: Empty spaces appearing in the Phone and Fax Fields.
                              Correction Made: Bug is fixed. No empty spaces should appear.




 [ Issue # : 5253]   [ System Bug Fix]
                     Location: Call Type
                     [Note Description] :

                             Bug: The Call Type list is not sorting by the sequence entered on the table.
                             Correction Made: The list is now sorting in the sequence order.




 [ Issue #: 5353]    [ System Bug Fix]
                      Location: JobSites
                     [Note Description] :
                            Bug: When creating a new jobsite, the Default Tax Rate is defaulting to the first tax
                      record in the Surcharges/Taxes Screen.
                            Correction Made: The Default Tax Rate is inserted into the FavoriteSites Table with
                      the new record.




 [ Issue # 5355]     [ System Bug Fix]
                      Location: Trucks
                     [Note Description] :

                            Bug: When no password has been set to edit truck information, the Unlock Form But-
                     ton is present.
                            Correction Made: The Unlock Form Button will only appear if a password is required
                     for editing.




                                                                16
                                            System Bug Fix

Release Notes
[ Issue # : 5382]    [ System Bug Fix]
                      Location: Wynn System Integration
                     [Note Description] :
                              Bug: Unable to import orders from the Wynn System due to an apostrophe in the Customer
                        Job Field.
                             Correction Made: Apostrophes in the Customer Job Field will be ignored when importing.



 [ Issue # : 5437]   [ System Bug Fix]
                     Location: Transaction Details
                     [Note Description] :

                              Bug: When closing an order with no customer assigned, a flag pops up stating,
                      "Hey, ------, Since you haven't selected a customer, I'm assuming this record should be discarded,
                      Shall I delete it? Yes / No / Cancel”
                      Clicking Cancel closes the order.
                              Correction Made: Clicking Cancel will return the user to the Transaction Details Screen.




 [ Issue # 5467]     [ System Bug Fix]
                      Location: Scheduled Loads
                     [Note Description] :
                            Bug: Receiving an error when entering a machine model longer than 35 characters.
                            Correction Made: Machine Model Field is now 60 characters long.




 [ Issue # 5482]     [ System Bug Fix]
                      Location: Report: Activity—by Truck
                     [Note Description] :
                            Bug:    User not able to run the Activity By Truck Report. No information displays.
                            Correction Made: Report will run properly.




                                                                17
                                            System Bug Fix

Release Notes
[ Issue # 5519]      [ System Bug Fix]
                      Location: Invoice Report
                     [Note Description] :
                              Bug: InvoiceReport is displaying a $.01 difference between the Transaction Details Screen
                        and the Invoice Report.
                              Correction Made: The Invoice Report total will not extend to more than 3 decimal places.




 [ Issue # : 5497]   [ System Bug Fix]

                     Location: HistoryLog
                     [Note Description] :

                             Bug: Orders without a customer assigned to them were being dispatched.
                             Correction Made: Orders can no longer be dispatched unless a customer is assigned.




 [ Issue # 5517]     [ System Bug Fix]
                      Location: History Log
                     [Note Description] :
                           Bug: ScheduledLoad Request Date is not sorting correctly in the GroupBy area.
                           Correction Made: The name of the ScheduledLoads Request Dates were converted to
                      DateTime. The Sort1 and Sort2 Fields were increased from 75 characters to 100 characters to
                      accommodate the field name.


 [ Issue # : 5668]   [ System Bug Fix]
                      Location: Driver Daily Log
                     [Note Description] :
                            Bug: Close Button taking too long to close the form.
                           Correction Made: Code was removed from the Close Button to have the form not up-
                     date the start and end times for the records.




                                                               18
                                            System Bug Fix

Release Notes
[ Issue # : 5543]    [ System Bug Fix]
                      Location: Ticket Entry Form
                     [Note Description] :
                              Bug: Check Box for Show Non-Invoiced Orders is not functioning.
                              Correction Made: Code was modified to display only Non-Invoiced Orders when the check
                        box is selected. If the box is unchecked, all orders will display.



 [ Issue # : 5648]   [ System Bug Fix]
                     Location: History Log
                     [Note Description] :

                             Bug: User is able to change driver from the HistoryLog Screen after payroll was created.
                             Correction Made: Changing a driver not allowed if payroll has already been created.




 [ Issue # 5653]     [ System Bug Fix]
                      Location: Scheduled Loads
                     [Note Description] :
                           Bug: Tab order not correct on Service Multi, Haul Multi, Haul Single, Tow Single and
                      Broker Scheduled Load Forms.
                           Correction Made: Tab order was corrected on all of the Scheduled Loads Forms.




 [ Issue # 5676]     [ System Bug Fix]
                      Location: Scheduled Loads
                     [Note Description] :

                           Bug: Service SingleView and Service MultiView Forms are not reflecting the same
                     information.
                           Correction Made: Forms were updated to reflect the same information on both of the
                     ServiceMulti and SingleView Forms.




                                                               19
                                           System Bug Fix

Release Notes
[ Issue # : 5528]   [ System Bug Fix]
                     Location: Scheduled Loads Form
                    [Note Description] :
                              Bug: When the user selects a JobSite that is numeric, it is pulling in the system Job-
                       SiteID instead.
                             Correction Made: The system will look for the JobSite first and if unable to locate,
                       then look at the JobSiteID.




                                                                20

								
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