7.9 Release Notes - Final

7/22/2019 7.9 Release Notes - Final

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CorrigoNet Release NotesRelease 7.9November 2013

Copyright 2013 Corrigo, Inc. All Rights Reserved.

This document may not be copied, disclosed, transferred, or modified without the prior written consent of Corrigo, Inc. Corrigo,

Inc. assumes no responsibility or liability for any errors or inaccuracies that may appear in this manual. The software described in

this document is provided under written license only, contains valuable trade secrets and proprietary information, and is protected

by the copyright law. Unauthorized use of the technology or its documentation can result in civil damages and criminal

prosecution.

Trademarks

The trademarks, logos, and service marks displayed in this manual are the property of Corrigo, Inc. Users are not permitted to use

these marks without the prior written consent of Corrigo, Inc.


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1

Contents

Customer/Store Enhancements .................................................................... 3

Customer NTE Limits ......................................................................................... 3

Overview ........................................................................................................ 3

Overriding the Customer NTE ........................................................................ 3

Customer NTE during Billing .......................................................................... 4

Customer NTE in PMRM Schedules................................................................ 4

Customer NTE within the Customer/Store Portal .......................................... 5

Display Hierarchy Above Units .......................................................................... 6

Billing Accounts & Payments ........................................................................ 7

Billing Accounts Search Page ............................................................................. 7

Access to Billing Accounts List / Rile-Privileges .............................................. 8

Billing Account Operational Screen ................................................................... 8

Billing Account Overdue Status ...................................................................... 9

Outstanding Invoices ...................................................................................... 9

Billing Account Notes ................................................................................... 10

Billing Account Details Enhancements ............................................................ 11

Billing Day ..................................................................................................... 11

Active/Inactive Billing Accounts ................................................................... 11

Billing Account License Exclusions ................................................................ 12

Simplified Customer Payment Solution ........................................................ 13


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Corrigo Incorporated 2 Proprietary & Confidential

Printing Customer Invoices .......................................................................... 15

Default Invoice Print Template .................................................................... 15

Billing Account Definition ............................................................................. 16

Printing a Customer Invoice ......................................................................... 17

Access to WO Documents from Vendor Invoice ............................................ 17

Phone Number Validation for IVR Check-In/Out........................................... 18

Unit/Space Validation Field ............................................................................. 18

Phone Number Validation ............................................................................... 18

Punch List (aka Scope of Work) Enhancements......................................... 19

Miscellaneous Enhancements ...................................................................... 19

Work Zone Added to Turns Board ................................................................... 19

Updates to the PMRM Schedule ..................................................................... 20

Reports ......................................................................................................... 21

Import/Export............................................................................................... 21

Purchase Order Number Extensions ............................................................... 21

PO# Accessible From Customer Invoices ..................................................... 21

Report Template .......................................................................................... 21

Single-Sign-On FunctionalityRemove Cert & Other Changes ...................... 22

Inactivating Suppliers ...................................................................................... 22

Other Changes ............................................................................................. 24


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Customer/Store Enhancements

Customer NTE LimitsOverview

A new, Customer NTE field has been introduced. This is a currency field that tracks the upper limit (a

not to exceed amount) a given work order shall be charged to the Customer. This functionality is

intended for clients using the Customer Invoicing functionality and the new field is only visible whenCustomer Invoicing module is enabled. The existing Not to Exceedfield has been relabeled Vendor NTE

and is intended to exclusively track the NTE restriction on the vendor/provider.

Overriding the Customer NTE

The Customer NTE is visible in the Work Order details screen within the Financial Section.

FIGURE 1-CUSTOMER NTE FIELD WITHIN THE WORK ORDER DETAILS

The default Customer NTE is set according to the Customer Contract. Define the Customers defaultNTE

in the Contract Details screen under the financial tab within CorrigoNet, as shown inFigure 2.


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FIGURE 2-DEFAULT CUSTOMER NTE FIELD WITHIN THE CUSTOMER CONTRACT DETAILS

Customer NTE during BillingThe Customer NTE is also shown in the Preview Billing dialog. In the event the total of the Billing Amount

exceeds the Customer NTE, a warning as shown inFigure 3.

FIGURE 3-CUSTOMER NTE WARNING POP-UP DURING CUSTOMER BILLING PREVIEW

Customer NTE in PMRM Schedules

PMRM Schedules also now have the ability to define a Customer NTE. When a work order is generated

by the PMRM schedule it will be assigned the Customer NTE amount set within the PMRM Schedule,

under the Billing & Service Fee tab, as shown inFigure 4.


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FIGURE 4-CUSTOMER NTE FIELD WITHIN PMRMSCHEDULE

Customer NTE within the Customer/Store Portal

You can give your customers the option to override the default Customer NTE when creating a work

order. This gives the customer additional control over how much spend they are willing to authorize to

fix a given issue. This functionality is dependent upon the Customer Invoice module being enabled.

When the Customer Invoice module is enabled, the NTE amount shown in the Customer Portal will be

the Customer NTE field described above. If this module is turned off, the NTE value displayed in the

customer portal is the Service Provider NTE as before.

New Customer Portal Setting

In the Customer/Store Portal theme setting a new field is available to assist in the implementation of

Customer NTEs. This field is listed under supported workflows and is labeled Enable NTE Override.


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FIGURE 5-ENABLE NTE OVERRIDE WITHIN CUSTOMER PORTAL THEME

If Enable NTE Override is set to Yes, the customer, during the request wizard process, will see a new

NTE page during the request wizard process where they can set an NTE amount, as shown inFigure 11.

Note, the Contact creating the request will be limited to their authorization amount.

FIGURE 6THE NTE PAGE DURING THE REQUEST WIZARD PROCESS IN THE CUSTOMER PORTAL

Display Hierarchy Above UnitsA new portal theme setting called Display Units in their Hierarchal Location (see:Figure 5)allows units

to be displayed in the Customer Portal in their correct place within the asset hierarchy. This setting


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applies primarily to CorrigoNet Clients whose customers are multi-level/multi-floor/multi-unit building

where several layers of navigation are needed to generate a specific request for a specific asset.

Currently these types of customer organize and layer the assets within their buildings as follows:

Select the Work Zone -> Building -> Floor -> Unit -> Asset

Currently, as a convenience for the user creating the request, we show all unitsthey have access to onthe first page of the request drilldown. However, this sort of flat list can become unmanageable

Now, when the setting is set to Yes, instead of units appearing on the first page of the drilldown they

will be displayed in their correct hierarchal order.

FIGURE 5:STORE PORTAL THEME DETAILS

Billing Accounts & PaymentsThere have been several changes to the Billing Accounts feature including a revised Billing Account

Search and a new Billing Account Operational Screen.

As described later, Billing Accounts may now be made inactive.

Billing Accounts Search PageThe Billing Account search page, shown inFigure 6,replaces the current Billing Accounts

Administration page accessed via Customer > Billing Accounts.

Notice there are 2 links from each account: A View/Edit link and an Admin link. These are based onusers role configuration. Also notice the Inactive accounts.


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FIGURE 6:UPDATED BILLING ACCOUNT SEARCH

Access to Billing Accounts List / Role-Privileges

Based on role-privilege, the Billing Accounts Search page shall give users who have the proper

permissions access to one or both of the billing accounts:

Customer Billing Accounts Role Privilege

Gives the user the ability access the View/Edit link found next to the billing account in the billing

account search. If this permission is not granted, View/Edit link is hidden.

CustomerBilling Account AdminRole Privilege

Gives the user the ability access the Admin link found next to the billing account in the billing account

list. If this permission is not granted, Admin link is hidden.

Note: When searching for Billing Accounts a user will only see results based on the billing accounts the

user has been granted access to view.

Clicking Admin takes the user to the Billing Accounts administration summary page which was

previously available.

Billing Account Operational ScreenClicking View/Edit on the desired billing account takes the user to the Billing Account Operational

screen. As shown inFigure 7,this screen providers the user a view of the Whole Account from a

financial perspective. In particular, the page presents:

An overall account balance

An overall account status

The next billing date

A filterable list of invoices and credit memos (with links to them)

The ability to create a new invoice for the account

The ability to create notes for the account (along with the ability to track unresolved account

issues through notes)


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FIGURE 7:EXAMPLE OF THE BILLING ACCOUNT ADMINISTRATION PAGE

Billing Account Overdue StatusIf any Posted or Posted - Partial Paid Invoices are currently overdue, then the Billing Account

Overdue status is: Overdue *x+ days, where X = the number of days overdue of the MOST overdue

Posted or Posted-Partial Paid invoice.

Outstanding Invoices

The Outstanding Invoices section contains all invoices associated with the specific billing account

including Credit Memos.

The Status filer allows the user to show or remove invoices based on their status and age

Overdue invoices are in bold for easy identification

Credits are signified in red.

Below the Outstanding Invoice section is the Notes section of the page.


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Billing Account Notes

FIGURE 8:BILLING ACCOUNT OPS SCREEN HIGHLIGHTING NOTES

In this section a user can create a note related to the Account to track issues that need to be noted or

followed up on. When a user presses the Add Note button to createa new note a dialogue box will

appear where the user can select a Note Type and create the body of the note text.

FIGURE 9: NOTE (SIMILAR TO CUSTOMER NOTE)

Once the note is considered resolved the user will want to edit the note from the Billing Notes list and

mark the resolved check box.


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Billing Account Details EnhancementsTo support some of the fields shown in the Operational Screen described above, the Billing Account

record has been extended.

Billing Day

The Billing Day defines the day on which Customer Invoice for the Account should be posted.

FIGURE 10:BILLING ACCOUNT ADMIN >[ACCOUNT]>SUMMARY >DETAILS -HIGHLIGHTING BILLING DAY

Active/Inactive Billing Accounts

Currently, Billing Accounts can be deleted which hides them from view but are unable to be recovered.

Now, in the billing account details page there is both the option to Delete or to Make Inactive

button. Making an Account inactive will allow for that account to be made active again at a later time.


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FIGURE 11: BILLING ACCOUNT ADMINISTRATION DETAILS PAGE SHOWING THE INACTIVE INFORMATION SCREEN

AND THE "MAKE ACTIVE"BUTTON.

Additional Notes on making a Billing Account Inactive:

Accounts may not be made inactive if they have any invoices that are not paid in full.

The billing account will not appear in most drop down selectors

Billing Account License ExclusionsPreviously, a License either served ALL Billing Accounts or only those specified by administrator. This

has been changed so that, by default, a License serves all billing accounts and the administrator may

decide to exclude any one or more accounts from the license. This new way will make for easier

administration of licenses.


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FIGURE 12: UPDATE BILLING ACCOUNT EXCLUSIONS

Simplified Customer Payment SolutionA Payments module was added, introducing payments as a new transaction, but not fully completed.

DO NOT enable this module.

When the payment module is off, payments are handled as status in the Customer Invoice workflow,

in a simplified form from the previous release.

Recording payment is achieved by entering few pieces of information from the Invoice Details page in

the record payment link as shown inFigure 13.


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FIGURE 13:DETAIL FROM CUSTOMER INVOICE SCREEN SHOWING "RECORD PAYMENT"LINK.

When User clicks the Record Payment link 3 fields are presented: Date, Reference, and Payment

Amount.

When the above payment information is entered, the invoice status changes to:

Posted / Credit Memo - no payment recorded, or in the case of a credit meme, credit remaining

Partial Payment some, but not full payment received

Paid in Full/Memo Credit Used full payment received

FIGURE 14: PAYMENT DIALOG


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FIGURE 15:STATUS DEFINED BY PAYMENT

This lightweight payment method means the invoice status now can be changed back to Posted/Credit

Memo from partially or fully paid and that the account balance is simply calculated on the basis of

outstanding invoice balances that may include: posted invoices + partial payments + credit

amount/credit used.

Printing Customer InvoicesUsers are now able to print customer invoice directly from the customer invoice details page, by

selecting a Printer Friendly button. This functionality is highly dependent on the reports being

properly configured. Any client wishing to use this print feature of Customer Invoicing will need at least

one of the following premium reports configured:

1. Individual Customer Invoices (Customer Invoice)

2. Individual Customer Invoice Details (Detailed Invoice)

Default Invoice Print Template

Once the above report(s) is available, in Financial > Settings > General page, set the default customer

invoice print form as shown in Error! Reference source not found..


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FIGURE 7DEFAULT CUSTOMER INVOICE SETTING

Billing Account Definition

Each Billing Account Details will also allow for the definition of a default Billing Account Print Template.

If none is defined, then the default shall be used.

FIGURE 8-BILLING ACCOUNT DETAILS SHOWING THE INVOICE PRINT TEMPLATE SETTING


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Printing a Customer Invoice

On the Customer Invoice Details page there is now a print button found at the top of the screen.

Pressing the Print button will bring up the Customer Invoice for printing.

FIGURE 9: CUSTOMER INVOICE DETAILS SCREEN WITH THE PRINT BUTTON

Access to WO Documents from Vendor InvoiceThis enhancement allows access to work order documents from the invoice dialog accessed from the

Vendor Invoice Review screen.

To improve the usefulness of the Vendor Invoice review page, all attachments associated with a Work

Order are now visible on the invoice details dialog accessible by clicking on the Vendor Invoice total

column as shown below.

FIGURE 16: ABILITY TO VIEW WOATTACHMENTS FROM THE VENDOR INVOICE REVIEW SCREEN


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Phone Number Validation for IVR Check-In/OutDesignating a known phone number (or numbers) and confirming that IVR based check-in/out were

performed by someone dialing in from one of these numbers is the best way to ensure a provider was

actually on-site when performing the check-in/out action. A number of clients follow this practice andrequested a way to confirm IVR check-In/Out actions come from a designated phone.

Unit/Space Validation FieldA new phone number field has been added to Locations (Unit Asset) that accepts multiple, partial

values. As configured inFigure 17,both 650-670-2982 and any number starting with 503-218-xxxx,

would be considered valid for the location.

FIGURE 17: UNIT/SPACE DETAILS RECORD

Phone Number ValidationPhone number validation now appears in the compliance info dialog as shown inFigure 18 below.


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FIGURE 18: COMPLIANCE INFO DIALOG SHOWING DETAILS

Punch List (aka Scope of Work) EnhancementsPunch lists have been extended as follows:

Task punch lists are ALWAYS automatically attached to work orders.

o If a work order is a PMRM work order then the task punch list AND any punch lists in the

PMRM schedule will be attached to every PMRM work order (whether created

automatically by the PMRM scheduler or manually via the Generate button).

o If a work order is created from the work order details then the task based punch list will be

attached when the new work order is created

o If a Request is placed through the Customer Portal

o Task punch lists will also be automatically inserted for multi-line work orders. For each lineitem referencing task with attached punch list, CorrigoNet will attach one punch list to WO.

This means: (a) same punch list item can be attached multiple times via different punch lists;

(b) same punch list can be attached multiple times via multiple line items.

o If line items are added or removed to work order at a later date, no punch list will be

automatically attached or removed as punch lists are only automatically attached at work

order creation.

All work orders sent to a Provider with a punch list attached should have the punch list sent along

with the work order. Previously only work orders automatically generated and sent via the PMRM

scheduler had the punch list sent with the work order.

Miscellaneous EnhancementsWork Zone Added to Turns BoardSince we updated the Turns Board page's Scope Selector to include "PORTFOLIO" there is no way to

understand which building (aka Work Zone) the Units belong to. A Work Zone column (using proper

terminology tag) has been added to the left most column of the turns board and the turns board has

been extended in width (if necessary) to accommodate the field.


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FIGURE 19: TURNS BOARD WITH WORK ZONE FIELD IN LEFT MOST COLUMN

Updates to the PMRM ScheduleThe PMRM schedule has been extended to include a few additional fields to define in generated work

orders, including:

Customer Contact & Contact At

P. O. Number (as described above)

Customer NTE (as described above)

FIGURE 20 -PMRMSCHEDULE WITH NEW FIELDS


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Reports

These new fields are also now added to the PMRM Schedule Wizard Template as shown below.

FIGURE 21 -PMRMSCHEDULES REPORT WIZARD FIELDS

Import/Export

These fields have been added to the PMRM Import/Export.

Purchase Order Number ExtensionsEnhancements have been made to Purchase Order Number Fields, extending the Customer Invoice

details so that the PO# (from the work order) is accessible from the invoice, specifically:

a. Through the Customer Portal Details

b. Through Reports

PO# Accessible From Customer Invoices

Similar to the way the WO# is visible in invoice line items, the P.O. Number of the Work Order (when

one is present) shall also be visible from the customer invoice in Customer Portal application and in theprinter friendly version from the Customer Portal.

Report Template

Display PO Number in the customer Invoice Wizard Report Template.


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FIGURE 12: WIZARD REPORT TEMPLATE

Single-Sign-On Functionality Remove Cert & Other ChangesCurrently, Customer Portal SSO is enabled with the presence of a valid certificate and disabled when

there is no certificate. However, there is no way to clear a certificate once it has been added. This page,

found at: Customer > Customer Portal Admin > SSO has been changed as follows:

1. Feedback is always shown. Either SSO is enabled (if SSO certificate is present) or SSO is

disabled. Feedback should refresh after user uploads or deletes certificate.

2. Delete Certificate button, when clicked, removes existing certificate, clears password and

refreshes feedback.

3. Save button is removed and replaced by Edit links.

Inactivating SuppliersSuppliers (those who supply materials and products) can now be set to Inactive and thus removed

from most list of suppliers. To make a supplier inactive, go to suppliers details under: Materials >Products -> Suppliers: and search for supplier.

To make a supplier Inactive simply switch the radio button from Yes to No as depicted below.


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FIGURE 13 -SUPPLIER DETAILS SCREEN

The Active or Inactive indication is now also listed under the Supplier List next to the name of the

Supplier as well as listed in the Product Catalog.

FIGURE 14 -SUPPLIER LIST

If a Supplier is made inactive they will no longer appear as an option within the replenishment list or

replenishment order details when adding parts and materials to stock locations.


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Other ChangesKey Summary Component/s Description

CN-4163 Role/Privilege: Modify

user management

behavior so it is not

dependent on privilege

managing providers.

Corporate Web Previously the 3 interrelated privileges:

1. Users Admin

2. Users Read Only

3. Work Order Network Manage Providers"

System would function so that if user had #2 & #3, system acted as if user alsohad #1. This is a problem as a client may wish to give user access to providers,

but not allow them to manage other users.

This change disconnects the privilege Work Order Network Manage

Providers ability to override the "Users - Read Only" privilege.

CN-3871 Work Order details/WO

Creation - use

"contains" instead of

"starts with" on 3 fields

Corporate Web Similar to the "Item Asset" type ahead, use contains for search string as part

of the following fields:

1. Customer

2. Location

3. Task

CN-4341 Imp/Exp: "Active" field

added to Suppliers

Import/Export

Corporate Web "Active" field with Yes/No values should be added to Suppliers Import/Export

(Excel and Web Services).

CN-4004 Imp/Exp: Status filter

added to Work Order

Export

Corporate Web Some clients have work zones with more than 10K work orders in them. When

this happens, the WO Export becomes unusable. Since many of the work

orders that need to be exported are the active work orders, adding a status

filter to the WO export page will help reduce the number of records exported.

There need not be a "select all" option

Default to all statuses with completed and cancelled set to 14 days

Max # of days for completed and cancelled = 9999

CN-3549 Deprecated modules

removed

Corporate Web There are several modules that are not needed anymore. The following

modules should be removed:

-.NET Dispatch Application

-Customer Portal

-Sales Lead Generation

-Telephony Alerts Module

-Time Card

-Voice Portal

Also, Customer Portal 2008 should is relabeled to simply: "Customer Portal"

CN-4190 Portfolio view for

Vacant Unit search

Corporate Web A large multi-family client has every building setup as its own workzone, to be

efficient, the Vacant Site search page was been modified to include portfolio

scope.

CN-4220 Limit R/O Search to

defined Print Template

Corporate Web The Print One, Print All buttons for R/O feature should only access the same

print template that defined for the R/O view, it should NOT give user an

option of which to pick.

CN-3919 Display "Screen Tip" for

Customer "Options"

(asset attributes) so

long values can be fully

viewed

Corporate Web When viewing the Options list on the Customer Details page, the "Value"

column displays a small line of text and doesn't wrap or offer a screen tip to

see the full value.


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CN-4001 Improve CorrigoNet

import to speed up

Excel spreadsheet

upload and remove

"256 columns"

restriction. (patched

into 7.8)

Corporate Web We have two major complaints regarding import:

1. It supports no more than 256 columns in the spreadsheet.

2. Sometimes it takes a lot of time to upload Excel spreadsheet to the

database.

This change addresses these issues.

CN-4164 Hide Pay Rates when

user role has privilege

"Users - Read Only"

Corporate Web Pay rates are sensitive and not for everyone to view. If a user has "Users -

Read Only" privilege/view, hide pay rates as in the user details.

If/when user has privilege "Users - Admin", then pay rates should be visible.

CN-4073 Retire Master URL

database

Corporate Web Starting from 7.9, we are retiring master URL database. It's no longer

supported; and it's no longer used:

1. There will be no master URL database in 7.9 and beyond.

2. Tables URLObject, SecGroupObject and lnkSecGroupURLObject effectively

become static (e.g. not modified at runtime).

3. All modifications to URLs and Security Groups must be done via data

migration T-SQL scripts (e.g. standard way we handle static data).

4. Build package won't contain master URL database anymore.

CN-4230 Modify Visit Export

label to read

"Upcoming Visits"

Corporate Web The visit import/export only exports future or "upcoming" visits, it is not

designed for modifying visits that were scheduled to occur in the past.

Because of this we should rename the visits import/export to "Upcoming

Visits" as mocked up in attached.

CN-4280 Material Transaction:

Increase maximum

length of PO Number to

50 characters

Corporate Web At the moment max. length of Material Transaction's PO Number is 25

characters. That doesn't match PO Number length in WO and Replenishment

Order; and it causes a problem when Replenishment Order with long PO

Number value gets marked as "received".

We'll increase max. length of Material Transaction's PO Number to 50

characters.

CN-4162 Improved Terminology

Caching and

Management

Corporate Web Summary of changes:

1. Terminology business objects are migrated to NHibernate-based

framework.

2. Terminology cache is migrated to solution based on DataManagerBase; and

it's made dependent on SQL query notifications - meaning terminology

modifications should be picked up by application instantly.

3. Legacy code related so so-called "Terminology Labels Upgrade" has been

removed from Internal web service (method UpgradeTermLabels() has been

dropped).

4. Page Company --> Settings --> Terminology Management has been

migrated to MVC + Razor. Specification:

https://intra.corrigo.com/product/WON/Shared%20Documents/Development

/7.9/TerminologyManagement7.9.docx

CN-4355 Ability to delete

refrigerant transactions

Corporate Web A Delete button has been added to the Refrigerant Transactions sub-tab.

This button is disabled until a row whose transaction type = Added to

Equipment is selected.

CN-3970 Show refrigerant assets

below (in) the unit

(patched into 7.6, 7.8)

Corporate Web Previously, when adding refrigerant transactions on the work order details

page the drop down listing the refrigerant assets shows all refrigerant assets

below the work order location. Change this to show all refrigerant assets

below the work order unit asset (if there is no unit asset then all refrigerant


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assets below the work zone)

CN-3800 Changes to customer

space/site search page

Corporate Web Default search operator to 'contains' not 'begins with'

CN-3886 Remove "Our

Company" > "Mobile

Clients" > "Bookmarks"

Corporate Web This is a legacy page that worked with the old Nextel WAP phones. It is now

useless and should be removed.

CN-3953 Add a note in product

catalog to identify

which number is used

for bar code reading

Corporate Web When adding a bar code to a catalog inventory item I saw Product Code and

intuitively thought this is where the QR/Bar Code # should be added. This

wasnt the case and after some testing I changed the Part # to t he barcode

number and that was what did the trick.

In parenthesis next to the Part # perhaps we want to add (if you have a

barcode or QR code enter that number here) to clarify.

CN-4288 P.O. Number maximum

length increased to 50

characters on Work

Order Details page.

Corporate Web P.O. Number maximum length on WO Details page should be increase to 50

characters as on Maintenance Schedule page and PMRM Mass Update page.

CN-4283 Eliminate legacy code

from login routine;

improve performance

Corporate Web,

JavaServer,

Mobile Web

Current implementation of the login routine contains some legacy code and

generally is inefficient.We are making the following changes to login routine:

1. Eliminate call to VB COM+ component.

2. Make sure transaction executed during login is not escalated to MS DTC.

3. Make sure login routine uses properly cached company settings.

CN-4204 Extended standard

reporting time frames

(also patched to 7.6 &

7.8)

Reports There are multiple requests to extend the standard reporting time frames that

are selected by users when using a date based parameter. Add the following

time frames.

Next 48 Hours

Prior 14 days

Next Day

CN-4014 Add new standard

report time frame of

"Next Day"

Reports Currently, we have a "Previous Day" and a "Next Week" but not a "Next Day"

parameter. Please add it as a standard reporting time frame.

CN-3488 Replenishment List

Premium Report

Reports This report replicates the fields found in the Replenishment List. Parameters:

1. Stock Location

2. Supplier (default = "preferred") - this field determines which supplier part

number gets shown in the list. Options are "preferred" then all of the

suppliers in the system. Only can select one.

Output is the fields in the replenishment list page

CN-4245 Delete two standard

Time Card reports that

are not supported any

more from a standard

reports package

Reports Delete two standard Time Card reports that are not supported any more from

a standard reports package

CN-4113 Prevent immediate

repeating Visit check in

and outs (patched to

Voice Portal We have noticed some unexpected behavior with the current visits check out

algorithm after it was deployed. One specific example was a user calling to

check out 4 times within the space of 10 minutes and generating check out


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7.8) event for the future visit. This change request addresses this problem and

makes one more improvement.

CN-4137 Additional elements

exposed on

CorrigoService.asmx

Web Services Customer developers have requested additional data to be exposed on the

CorrigoService.asmx endpoint. Where possible, each request indicates the

nature of the request and the name of of legacy element in WSDK.

1. Created Date/Time of a Work Order: WorkOrder.CreatedDate (dateTime)

2. Date/Time for Work Order appointment: WorkOrder.ScheduledStart

(dateTime)

3. Date/Time when Work Order was last updated in any way:

WorkOrder.LastModified (dateTime)

4. External Number of a Vendor: Org.VendorNumber (string, 50)

5. Custom Field Values attached to a User/Employee: CustomField.xsd at

http://wt78bip.corrigo.com/wsdk/schema/customfield.xsd