RELEASE NOTES

Rental Process Management (RPM):

Feature Enhancements:

• 41256: The old Copy Line button has now been replaced with Copy Lines and Paste Lines buttons.  This functionality now allows you to select multiple lines, choose the Copy Lines button, select a line where you want the new lines to be inserted and click the Paste Lines button.  This allows the line to be copied and pasted and also updates all fields in the background correctly!
• 41267: You can now sort information in the lines section of documents! The Type field now has a new look and feel that now mimics the Type field on the Sales & Receivables side.
• 41287: The No. field on the lines has been updated to search not only the No. field in the related table but also the description.
• 41302: The highly awaited “Default Sorting on Document Lists” is here!  RPM Setup now contains switches that allow you to default the sorting for different document lists in RPM!
• 41652: Crediting a qty. tracked unit in the past is now allowed and checks availability.
• 43057: Permissions in RPM are now using objects instead of XML to avoid future errors.
• 8807: The unit list and card now show the Shipped Document No. and Shipped Customer Name.  This works for serialized units and shows the current/last document this unit was shipped on.
• 36490: New options have been added to the Quote and Work Quote called Wins and Losses.  A new flag is available to tell if the quote was won or lost and allows you to choose a reason code.
• 36496: An new Ship-to Code has been added to the line section of documents.  Although the “default” ship-to is on the header, you now have the ability to set a different ship-to per line.  This new information is available to show on printed/emailed documents.
• 36518: A new option has been added to the Customer to change the Ship-to on all lines for the Customer.

Corrections:

• 31186: The Credit flag on the Header Factbox now displays the correct value based on the segments.
• 43005: The Pre-Billing action button in the lines section now shows all options available for a Contract.
• 43014: When finalizing a line after more than one segment has been invoiced now suggests credits for all segments after the finalize date.
• 43096: An “RPM Header does not exist” error has been corrected when using Warehousing.
• 43090: The Partial Daily Price on a line now updates correctly when you change the Billing Code.
• 45453: Reserving a unit again changes the status on a Unit.
• 45483: There were several places where Planned Maintenance was abbreviated to P.M.  This caused issues when attempting to search for these objects because of the “periods.”  These have all been recaptioned to PM instead.

Rental Process Management (RPM):

Feature Enhancements:

• 13792: You can now place serialized items on a corrective pre-billing instead of having to cancel an entire invoice.
• 31065: When using copy document, you now have an option to copy header comments and/or copy line comments.
• 31300: When using copy document, you now have an option to copy the source document information.
• 24066: You can now add a logo onto a Responsibility Center and have that show on a printed document the same as the address!
• 31180: Quantity Moved and Quantity Received are now available fields to show on the Finalize screen.
• 18091: Warehouse integration for Items has been added to RPM! You can now use Warehouse Picks and Warehouse Shipments on RPM Contracts and RPM Work Orders.
• 24265: You now have the ability to purchase a Subcategory on a Purchase Line that will auto generate Units and gives you the option to create a related Fixed Asset for each unit and gives you the option to auto-acquire the Fixed Asset!
• 36416: G/L Accounts can now have pop-up comments like other RPM line types.
• 36450: Changes were made to Item References in RPM to accommodate next major Business Central release.
• 36542: Additional changes made to accommodate the new RPM W1 version coming soon!
• 38502: Fixed Asset fields that are missing from the lines section of standard Purchase Quote and Purchase Order have now been added as part of RPM.
• 36514: New fields have been added to the RPM header section of documents: Rental Type has been added to RPM Contracts and Service Contract Type has been added to RPM Work Orders.
• 36514: RPM Header/Footer data can now be setup by Responsibility Center, the new Rental Type and/or the new Service Contract Type and not just at the company level!

Corrections:

• 31146: All reference fields are calculated on all printed documents.
• 31174: You will no longer receive a “Table IDs do not match” error when opening movement ledger entries from the shipping/receiving screen.
• 31186: The Credit flag on the Next Dates Factbox has been overhauled to work correctly.
• 31192: Credit or Add-on Only line change option now works correctly.
• 31294: Standalone Invoice and Credit Memo now work similar to other documents.
• 31245: When changing fields on a pre-billing or standalone credit memo line, the Credit flag will retain its value.
• 8128: The ribbon on a standalone invoice and credit memo have been rearranged and cleaned up.
• 31275: Missing billing fields have been added to the header of a standalone invoice and credit memo.
• 13792: Posted Invoice and posted credit memo tracking specifications are properly removed to avoid the error “The tracking specification already exists”.
• 32794: Serial Nos. for Items are now properly shown on a posted invoice without duplicating to the next line.
• 38490: Unit reservations now work correctly when related to any RPM line. This allows for multiple unit reservations for the same serialized RPM line that has a quantity greater than one.  Reservations are no longer orphaned.

Rental Process Management (RPM):

Feature Enhancements:

• 30229: Many fields added to pages as requested by clients. Unit serial nos and status is available on subpages of RPM documents and posted documents have more information available.

Corrections:

• 30038: When copy doc is used and auto dimensions are set to create document dimensions, auto dimensions are now created for the newly copied document.
• 15651: Problems with running Test Report with Date field on request page has been resolved.
• 30209: Line Discount of 100% where Non-Chargeable is not ticked now works correctly on segments.
• 30215: Sale lines will not show Next Billing Date after they have been invoiced.
• 30235: Milestone billing will produce error if posting setup is missing.
• 30229: Using a future date in Batch Post RPM Documents now works correctly.

Rental Process Management (RPM):

Feature Enhancements:

• 25630: Changes to Gen. Posting Setup to accommodate RPM W1 upcoming release.

Corrections:

• 28963: Zero price Line Changes now work correctly.
• 29936: Attachments are working again after changes made in Business Central.
• 15666: Attachments with RPM Trx checked now flow from Unit to Work Order.

Rental Process Management (RPM):

Feature Enhancements:

• 25777: Modify base RPM coding to comply with Business Central obsolete functions.
• 25630: RPM will soon be releasing its RPM W1 version.  Certain coding changes needed to be made to be ready for this momentous event!
• 24064: Added item Reference and removed Cross Reference.

Corrections:

• 8382: Issues in Subcategory statistics has been corrected: Service Revenue now shows the correct value, Service Cost now shows from all units and Depreciation Expense is summing from all units.
• 26630: RPM Daily Invoicing report now copies filter from cost/rev. ledger entries to dataitems in report.
• 24064: Added missing fields to RPM Unit P.M. Codes.

Rental Process Management (RPM):

The February update for RPM continues its strive to excellence opening up many more possibilities for future integrations with 3^rd party software.  Although the writeup looks small, the events for integration were plenty!

Feature Enhancements:

• 18081: Added several new events to handle tax integrations with our RPM documents. Events also added to statistics screens to handle tax integrations.

Corrections:

• 25336: Undoing a shipment of an Item now correctly updates the Bin quantity.
• 8375: Logo selection changed for use with multi language.

Rental Process Management (RPM):

This January release is a smaller release after our November release that improves functionality in the system.

Feature Enhancements:

• 22273: When meter sale lines are created and an overusage unit price is not found, standard pricing will happen when the resource is added to the line.

Corrections:

• 21591: All RPM Documents were updated to allow multi language capability without error.
• 20929: Error checking has been updated to catch receipt effective dates before the actual stop date on the line.
• 22273: The select thru date is calculated in a different way to greatly optimize the screen performance.
• 22445: Item Tracking lines can now be credited from a posted invoice correctly.
• 24208: A change in logic in BC 19.2 forced a change to the way units are updated from a subcategory. You will no longer receive an error when attempting to add a subcategory to a unit card.

Rental Process Management (RPM):
This release encompasses many different changes since our May release. This release works on Business Central 18.3 and above due to changes in the architecture. We continue to improve the product with some incredible features and keep up with any corrections that are needed along the way.

Feature Enhancements:

• 15782: Access the Unit Movement Ledger Entries and Unit Cost/Rev. Ledger Entries from the Item Card/List, Fixed Asset Card/List and Resource Card/List.
• 16278: A Requested Delivery Date is now available on the RPM Work Order.
• 11001: Popup comments are now available in RPM! Individual comment lines from a Customer, Subcategories, Units, Items, Fixed Assets and Resources can be set to “pop up” when added to a document. You have control over which documents the comment lines will show.
• 19736: Reservations and report selections now conform to the new feature set in Business Central 19.
• 18086: On RPM Setup, the “Archive Quotes and Contracts” has been recaptioned to “Archive RPM Documents”. This was renamed because it also works on Work Quotes and Work Orders. The functionality remains the same.
• 19805: The trial notification when installing RPM now includes a “Don’t show this again” option.
• 11009: RPM now supports multiple meters! This has been a long-awaited feature requested by many clients.  The single fields available on the Subcategory and Unit have now been replaced by a “Meter Setup” table where you can define as many meters as you want, and each meter has its own option for a sale resource no. and its own required field.
• 19138: API pages have been added for RPM Header, RPM Line, RPM Unit, RPM Unit Mvmt. Ledger Entry and RPM Unit C/R Ledger Entry.

Corrections:

• 16229: Show the Customer No. by default on the Unit Card and add a field for Customer Name.
• 15914: When receiving units, the “When Received Status” from RPM Setup is correctly used on the unit.
• 16377: Rollup options on report was corrected after implementation of Milestone Billing.
• 18012: Cancelling a posted invoice with item tracking lines has been corrected.
• 18691: The Sell-to Customer Name and Bill-to Customer Name now updates correctly on Movement Ledger Entries and Cost/Rev. Ledger Entries.
• 17948: You can no longer undo a unit transfer if entries have been posted after the transfer.
• 13537: The select related charges window will open when you enter a unit on a line without a subcategory.
• 19860: RPM fields can now be shown on purchase documents.
• 15956: Additional error check added to assure fields on the shipment lines match the fields on the document line when invoicing.
• 19877: Document lines should now complete correctly, and the Next Billing Date should be set correctly.
• 19183: The Blocked field logic for customers has been correctly added to the RPM documents.
• 11009: Receipt meter information now appears correctly on RPM Unit Meters.

Rental Process Management (RPM):
This March release includes several new features that should put spring in your steps!

Feature Enhancements:

• 13629: Based on customer feedback and internal review, fields on RPM documents are now spelled out instead of using shortened versions. For example, on the general tab of a work order, the field Code has now been recaptioned to Ship-to Code, so the field is more easily recognizable.
• 13645: Although the Bill-to Name allows a lookup to the customer list, the Bill-to Customer No. has also been added to RPM documents.
• 13651: We are very excited to bring back the Ship-to Contact No. to RPM documents to allow integration with Relationship Management.
• 13654: The Ship-to Contact No. is now available on Global Addresses.
• 13703: Based on customer feedback and internal review, the Bill-to option on RPM documents has been removed.  This means you can now change the Bill-to customer on any RPM document without having to change the Bill-to option field from Default Customer to Another Customer.
• 13754: Job No. and Job Task No. have been added to the RPM Header. These will be used in a future release to default to the lines when a document is associated with a Job.
• 13852: A new feature was added to RPM Setup that allows you to post or suggest lines without showing the segments. This feature allows you to open the posting screen without calculating the segments. There is still an option on the posting screen to allow you to show the segments.
• 13853: Filling in the new Job No. on the header of a document will also add dimensions from the job.
• 13859: When you click on the Next Invoice Date in the FactBox on an RPM document, the posting options screen now appears with the select thru date set to the next invoice date.
• 13857: You are now allowed to delete system-generated shipping/receiving lines.
• 13856: There is now a Card button instead of a Subcategory Card button to allow opening whatever Type is on the shipping/receiving line.
• 5277: We are very excited to introduce a new RPM Service Board! This new feature allows routing of shipments and receipts. This will be expanded in the future to include other types of service.
• 5277: The shipping/receiving worksheet now includes filtering at the top of the screen including the new route no.
• 13863: The daily utilization on a document now allows faster entry of the status code by just clicking a checkmark.
• 15033: You can now expand or collapse a kit, line group or unit service line on a document.
• 13611: A new pricing system was added to accommodate Equipment Labor Pricing. The feature currently works on Kits and calculates estimated labor hours and price based on a pricing matrix. Please contact us for further information.

Corrections:

• 12375: During batch post of pre-billings, documents that produced errors were incorrectly deleted.
• 12375: During batch post of pre-billings, the dates from the pre-billing header should be used for posting.
• 13603: When documents are moved to the archives, the message had incorrect grammar.
• 13613: When a billing code has a default initial term defined, the total on the first segment was still for an entire period instead of a partial period.
• 13628: RPM Header and RPM Line were incorrectly captioned as Rental Header and Rental Line.
• 13636: Bill-to Code was missing from the Work Order page.
• 8500: The customer e-mail will now populate when sending RPM documents through e-mail.
• 13705: When deleting a document that has a posted no. filled in, you are still allowed to remove the document if the posted document already exists.
• 13648: When combining documents to a pre-billing, documents will be segregated if there is a difference in Gen. Bus. Posting Group, Tax Liable or Tax Area Code.
• 15008: Entering a second unit service line on a document will set the sort order line no. correctly so lines will resort correctly.
• 15035: Cancelling of posted invoices will not error when a special line (kit, line group, or unit service) does not include a Gen. Prod. Posting Group.
• 15046: When renaming a Tax Area, the system was incorrectly changing every RPM document to have that same tax area.
• 10602: Posting shipments and receipts from the shipping/receiving worksheet has now been corrected.
• 15591: Item Tracking will always return after an RPM document has been passed in to avoid the “Table not supported” error.
• 15036: When cancelling a document that includes a line from a one-time document such as a pre-billing, you will no longer receive an error that the line does not exist.
• 15620: The camera logic has been reworked in the subcategory and unit picture FactBoxes.

Rental Process Management (RPM):
Happy new year! The January release includes features and corrections from the last 3 months.  Additional events have been added to allow for further extension of the system.  For the next release, corrections will continue to be a high priority but new standards from Microsoft will force us to make some major backend changes to our app.  Of course, we’ll try to sneak in a feature or two!

Feature Enhancements:

• 10642: Instead of adding a price to a kit and having it flow down to the components, the kit can now be setup to allow the price to be dictated by each component.
• 11177: RPM Setup now includes an option to suppress the change confirmation given when changing header fields.
• 11177: RPM Setup now includes several options to be used when changing header information: Not Complete, All Lines and No Lines. This is a default for when changing information on the header puts up a confirmation asking which option to use when updating lines.
• 10618: Overhaul of rebuild functionality for dispatch entry based on feedback.
• 10691: More fields and actions are added to the Shipping/Receiving Worksheet based on customer feedback.
• 11108: When posting unit costing for a sale of a unit, the costing amount posted will be the full replacement cost left on the unit.
• 10497: When changing kit line information, the system no longer confirms if you want to change the components.
• 11146: Sell-to and Bill-to Customer name fields are now available on ledger entries.
• 11229: Allow change of Sell-to and Bill-to Customer name fields like standard Sales does; based on field on Customer called Disable Search by Name.
• 11266: RPM Unit Meter Readings available from a document line as well as the shipping/receiving lines allowing you to quickly add new meter readings for your units.
• 1680: The Workflow Status feature from the previous RPM version has been brought forward to business central as Document Status. This allows you to set a custom status to your documents.
• 11267: The Navigate option on all ledger entries and posted documents has been changed to Find Entries to keep with standard business central standards.
• 12374: Unit Components have been brought forward from the previous RPM version. This allows you to keep a list of components that belong to or are related to a unit.
• 11010: A new RPM WIP report has been added allowing you to report on costing for resources that have not invoiced yet.

Corrections:

• 10443: Updating certain information such as stop date and duration should be allowed when lines are updated as part of a kit.
• 10445: When the start date is updated on a kit line and the billing code has an initial term specified, the next billing date is updated correctly.

Rental Process Management (RPM):
This September release focused on locking down needed scenarios.  Many corrections were addressed, several new features have been added, and automated testing scenarios get larger and larger.

Feature Enhancements:

• 8109: Dispatch Entry has been added to RPM.
• 8573: Standard Codes are now available in RPM!
• 8813: New publishers added in Post-Error Check.
• 8834: Report Selections in RPM are now extensible.
• 8672: Reports now allow Show/Hide of Sell-to/Bill-to and/or Ship-to information as well as Tax Breakdown.
• 8670: The Bill-to is now allowed to be changed on an RPM document without having to recreate all the lines. You are presented with options when you attempt to change the Bill-to.  This allows a change of Bill-to mid-rental if needed.
• 8886: Gen. Prod. Posting Groups are now required on an RPM Subcategory/Unit before it can be added to a line.
• 8675: Bin Codes can now be used on RPM lines.
• 8804: Batch Post Contracts is now Batch Post RPM Documents. You can now choose to do Contracts, Work Orders and/or Pre-Billings in the same batch.
• 8904: When selecting a Kit line in the Finalize screen, component lines should also get selected.
• 8935: A new option for “Card” and “Unit Card” has been added to the Line button on document lines allowing you to quickly open the related type of item on a line.
• 8926: Events added to report headers and footers.
• 8669: You can now change address information, ship-to code and bill-to code on an existing RPM document after invoicing.
• 5307: The status on an RPM Unit will change to a user defined service status when service is started on that unit.
• 8741: Costing has been added for RPM Units!
• 10400: An RPM Invoice will now show serial numbers for serialized items if the option is chosen.

Corrections:

• 8505: Standard text lines are now excluded from the quantity check in posting.
• 8574: Buttons on Customer Card and List have been moved around a bit to conform to how Sales have their buttons.
• 8587: When the first segment is less than a full billing period and you invoice and add a line change in the next un-invoiced segment, the system wanted to credit and rebill the invoiced period. This has been corrected.
• 8640: The same serialized unit can no longer be shipped on two different lines on the same document.
• 8655: Period Stop Date must not be changed on sale lines on a pre-billing.
• 8656: Receipts should not be undone if transactions have occurred to the unit after the receipt posting.
• 7137: After a line has movement ledger entries posted against it, the Start Date of the line must not be changed to be before the earliest effective date on movement.
• 8665: Location Code can be changed on any line and a change of Location Code on a Kit line also updates components.
• 8821: Credit flag improvements on RPM documents.
• 8823: Previous information is properly cleared when using copy document.
• 8564: Header status logic has been streamlined to perform faster and more accurately.
• 8902: When a line is set as Revenue Only, the Qty. to Invoice should not be based off the Quantity Shipped.
• 8889: An RPM document should not post shipment/invoice if there is only a note line on the document.
• 8910: The unit no. should not be cleared partway through the OnDelete trigger.
• 8750: Main Subcategory Line No. now updates correctly if components are before their main line no.
• 8523: Inserting a new line on a Work Quote does not fall into an endless loop when Auto invoice Discount is selected.
• 8904: Finalize screen will update the Receipt Date on shipping/receiving lines even if there is already a Receipt Date filled in.
• 8560: When using Cycle Initial Term on a billing code, the system now suggests the correct Start Date on the segment after the initial term is invoiced.
• 8562: Line Discount % should be editable on Kit lines.
• 8458: Kits will only insert components once on a Work Quote.
• 8937: Related charges should get inserted when a Kit line is entered on a line if the Kit subcategory has related charges defined.
• 8941: Choosing Start New Period in line changes will not produce daily segments after initial invoice.
• 8943: The unit allocations screen now shows records when needed on a pre-billing.
• 8982: You cannot change the Subcategory No. on an RPM Unit until all transactions for the unit have been reversed.
• 9047: You cannot change the No. or Unit No. on a Unit Service line after components have been shipped/invoiced.
• 9048: If an RPM Subcategory or RPM Unit is renamed, the stored main information on RPM Lines is also renamed.
• 9051: RPM Subcategory flowfields now mimic the RPM Unit flowfields.
• 10390: The logic has been updated on how a pre-billing determines an invoice or a credit memo based on lines instead of source document.

Rental Process Management (RPM):
This July release continues to enhance the product and help clients run their business quicker and easier.  Automated testing continues to evolve to avoid introducing bugs in the system.

Feature Enhancements:

• 8085: RPM Units can now be related to Resources.
• 8087: New events added to Unit Jnl. Management.
• 8191: Allow extending the quantities on movement ledger entries.
• 8192: Additional publishers added in Post and Unit Jnl.-Post Line.
• 7980: Performance has been enhanced for creating a Pre-Billing from other documents.
• 8394: When changing the Credit flag or Revenue Only flag on a Kit line, all components also get updated.
• 8393: Batch Create Pre-Billing process now allows selecting the document types to add to the pre-billing and additional options available for grouping by External Doc. No. (Customer P.O. No.) or Ship-to Code.
• 8384: Invoice Discounts are now available in RPM!
• 8426: Allow extending the creation of segments.
• 8377: Kit lines now get the Next Billing Date and Billed Thru Date updated when component lines change.

Corrections:

• 8086: When you delete an Item that is related to an RPM Unit, the Related Item No. field will be cleared on the RPM Unit.
• 8118: An error should not occur when you attempt to receive the same Qty. Tracked unit on different lines with a blank location code.
• 8129: Emailing a posted RPM document should no longer produce an error.
• 8167: Rename “Contract No.” on posted documents to “Source Document No.”.
• 8371: Cancelling an invoice with a multi-quantity item now reverses the cost entries correctly.
• 8375: The Hidden property on documents for signatures has been updated to eliminate the error of “The Hidden expression used in image ‘RightLogo_Logo2’ returned a type that is not valid.”