RPM RELEASE NOTES

RPM Release 24.4.20240905.152941

September 5, 2024

RPM Feature Enhancements:

• 104968: Add Event to bypass RPM job ledger posting. 
• 104865: Add Events to support line changes and unit journal posting. 

Corrections:

• 104597: Edit in Excel from document lines now only exports lines for that document. 

RPM Release 24.4.20240816.150179

August 16, 2024

RPM Feature Enhancements:

• 98042: All RPM reports now have an option to show the No. field and Description. 
• 89267: The Business Manager and Presidential role centers now include easy access to RPM documents. 
• 97972: There is now an option to copy planned maintenance lines from one to one or more other units. 

Corrections:

• 104746: When you change the quantity on an invoicing RPM line, you do not receive an error that line changes are required. 
• 16137: When invoicing rental type lines, the system checks all dates within the billing period to be sure there are units shipped on all dates. 
• 103140: The quoted price fields on an RPM document is now editable allowing you to change the quoted price. 
• 104852: Line meter information will not change when simple changes are made to the lines such as changing start date. Line meter information will also not change if you change header information that forces the lines to be recreated and there is no pricing record that matches the new header information. 
• 104851: When the Language Code is set to French (Canadian), you no longer receive an error when printing an RPM contract that has a Best Price billing code. 

RPM Release 24.4.20240809.149104

August 9, 2024

RPM Feature Enhancements:

• 104721: Add Events for integration to RPM.
• 104430: Batch Post RPM Document scheduling does not allow you to save the output as file. Output is saved to the Error Messages Register where you can review all errors that occurred at any previous batch run.

Corrections:

• 97911: When Service Contract Coverage exists for an RPM Unit, it does not show on the PM Schedule line in the flowfields.

RPM Release 24.3.20240730.147656

July 30, 2024

RPM Feature Enhancements:

• 104531: Enhancement to Unit Costing functionality for GAAP compliance. 
• 104541: Add Events to support post job ledger and bypass check. 

Corrections:

• 93828: CRM Sales Cycle now recognizes RPM Quotes. 
• 97386: You can no longer change information on a Billing Code once it is used on a document. 
• 97998: Test report for standalone documents or work orders now asks for a Posting Date to display. 
• 104561: Qty. on Hand in the factbox of a work order opens the item ledger entries when the Type is Item. 
• 104589: Excessive recursion Error no longer occurs when you remove the Main Subcategory Line No. 
• 104649: Unit movement by document report now shows a quantity when unit is shipped and not received. 
• 104560: When you create a work order for a customer unit from the Unit card or planned maintenance, the customer ship-to code will now flow to the work order header. 

RPM ExpandIT Release 24.3.20240709.144362

July 9, 2024

RPM Feature Enhancements:

• 90743: Subcategory Specifications are now sent to the Work Order line comments in ExpandIT.
• 98018: You can now synchronize Locations with Inventory Locations in ExpandIT.
• 104488: The Send Selected Records action has now been added to the Record Changes page to push selected records to ExpandIT.
• 90618: You can now push Item/Resource lines related to Unit Service lines in RPM as Planned Material and Planned Time to ExpandIT.

Corrections:

• 90741: Comments from ExpandIT will split correctly if there are more than the number of characters that can fit in a line in RPM.

RPM Release 24.3.20240709.144362

July 9, 2024

RPM Feature Enhancements:

• 97815: Add Event to allow user to stop the popups that happen when you convert a quote to a contract or Work Quote to Work Order.
• 98204: Add FactBox to Work Orders to show Service Contract/ Warranty Coverage available for current line.
• 93842: The Qty. On PO field in the Unit FactBox now shows information based on the Subcat Acq lines so you can see the true quantity on purchase orders.
• 97366: A new Unit Movement by Document report is available from the Unit Registers and Post + Print is available from the Shipping/Receiving Journal.
• 103110: Subcategories and Units now have a Gen. Prod. Posting Group for purchases and a Tax Group Code for purchases.
• 98140: The new multiple responsibility center filter feature that was added now requires you to have a default Resp. Center when filters are present.
• 104485: You can now edit information on the Posted RPM Credit Memo using a separate page the same as on a Posted RPM Invoice.

Corrections:

• 98153: RPM Units by Customer report is now Excluding Received Units if selected.
• 93821: The “Remaining” fields on Unit Cost/Rev. Ledger Entries have now been renamed to “Entry Open” fields; for instance, the Remaining Amount is now Entry Open Amount. A new Document Remaining Amount field has also been added to show the total amount from the associated document for each entry.
• 103092: Having a customer blocked for Ship does not stop you from creating an RPM Quote.

RPM Service Pack 24.2.20240628.143125

June 28, 2024

Corrections:

• 104477: You are now able to select different types of users other than just Full User for RPM Licensed Users.
• 104468: Gen. Bus. Posting Group is not required unless you are setup as VAT In Use. 
• 104393: Unit Service Lines inserted below other Unit Service lines do not attach to the previous Unit Service Line (the Main Subcategory Line No. is now zero). 
• 103123: When related charges are inserted for a subcategory, the lines get set with a Main Subcategory Line No. If the main subcategory line is deleted, this field is now cleared out. 
• 98120: Billing Codes should not allow One Time with a Billing Time of Rental. 
• 104456: When using the expected cost feature, the dimensions are properly copied to the posted entries. 
• 104400: When using the inventory increase feature, the dimensions are properly copied to the posted entries. 

RPM Release 24.2.20240627.142638

June 27, 2024

RPM Feature Enhancements:

• 103122: A new action called Create New RPM Document has been added to the Service Planning Worksheet and the PM Schedule Lines that allows you to create a Work Quote or Work Order and allows you to select a Responsibility Center and/or Location Code.

Corrections:

• 103143: The Shipping No. field has been added to the RPM document headers so you can clear the field if an unknown error occurs during posting. 
• 103142: Swap Unit now updates the unit dimensions when creating the shipping/receiving line. 
• 103139: All dimensions are now transferred properly from quote to contract/order and do not revalidate dimension priorities. 
• 103121: Changing the Resp. Center on the header of a Work Order will not error if a kit exists in the lines.

RPM Release 24.2.20240611.140107

June 11, 2024

RPM Feature Enhancements:

• 93819: Add option to keep unit status from changing through automation. New Boolean field on the RPM Unit Statuses page, “Do Not Overwrite”.
• 101571: Add fields to Create New RPM Documents.
• 97906: Add a setup for client to choose default purchase option – as inventory instead of asset.
• 97907: Create RPM Setup to allow default Expiration date on RPM Quote Documents.
• 101599: RPM Comment Line should include Print on Work Quote and Print on Work Order.
• 101600: RPM Contact should include Print on Work Quote and Print on Work Order.
• 90545: Planned Maintenance Schedule – Add field.
• 98176: Auto suggest Unit Components like Related Charges.
• 97950: Add fields to Sales Price List Page (New Sales Pricing feature).
• 90624: Add flag to Work Lines to choose to use Estimated values instead of Actual on Work Order billing.
• 97909: Add option to create PM Schedule from Service Contract Coverage lines.
• 97969: Comments from Service Contract should flow to associated work orders.
• 102736: Turn off licensing when system is doing an upgrade or install.
• 97910: Allow RPM charge distribution over multiple subcategory lines on a Purchase Order, just like designed for RPM Contracts.
• 97904: On sale of a piece of equipment that was purchased as Inventory (stock) rather than asset, make appropriate GL Entries to relieve inventory account.
• 97905: Add feature that will allow user to increase value of equipment via Work Order.

Corrections:

• 97948: Responsibility Center issue.
• 98103: Control does not move to next line after scanning the data on unit shipping receiving journal.
• 98164: Adding a Meter Reading from the Unit Card does not populate the document it is on for Serialized units.
• 97970: Need to be able to change expiration date on PM without existing schedule lines being created again.
• 101628: Quantity Tracked Shipment cannot be undone and Transfer Order cannot be posted when transactions with later date.
• 98203: Attachments not showing on Fact box pane on Service Quote or Service Contract even when it exists.
• 97958: RPM Daily Invoicing Report has incorrect Totals caption.
• 93557: Related to Header boolean in contacts section of RPM Header can be selected for multiple Bill-to contacts- we should only allow one to be checked.
• 101555: Record in G/L Entry already exists error.
• 97971: Service Contract Coverage No. of Uses counts Work Order lines as separate Uses. Should be Work Order Level count of uses only.

RPM Service Pack 24.0.20240516.136290

May 16, 2024

Corrections:

• 98160: Shipping/Receiving lines are not getting proper dimensions from associated line.
• 98161: Copy/Paste lines on documents does not copy Reference Fields.
• 98162: When changing Customer on header, lines do not get the new information.
• 98102: Partial Shipments do not work on Warehouse Shipments from a Work Orders.
• 98093: Standalone invoice – Change of customer in header does not update customer in lines.
• 74136: Copy Line Function on Contract does not Copy Reference data.

RPM Release 24.0.20240510.135207

May 10, 2024

RPM Feature Enhancements:

• 98062: New events for invoicing/shipping tests in RPM.
• 98066: License updates for OnPrem clients.
• 97849: You can now filter on the Source Document No. field on the posted RPM document list views.
• 90769: Subcategory Substitutions are now available!
• 98127: Create Work Quote is now available next to the Create Work Order button on planned maintenance schedule lines and the Service Planning Worksheet.

Corrections:

• 97832: Location dimensions on shipping/receiving lines now follow the dimensions on the main line unless manually changed.
• 97892: The Customer Ship-to Code on the Unit Card now looks up correctly to a list of Global Addresses and Ship-to Addresses in a combined list.
• 97976: The Ship-to Code on RPM documents looks up correctly when the Get Ship-to From is set to Bill-to.
• 97993: Copy Document now has an option to set the Applies-to Information and will not copy Applies-to from similar documents like Invoice to Invoice.
• 97891: The Work Order No. remains on PM Schedule Lines when changing the Responsibility Center on the header of the Work Order.
• 97859: Segments now split correctly when using a Line Change with the Start New Period option.
• 90494: Segments now split correctly when a line change is introduced during the first segment of a document.
• 97966: The daily price calculation for Monthly Billing Codes is now based on the calendar month of each segment, not just 30 days. This will not apply to existing documents but only documents going forward.
• 93598: Attachments on Inspection Sheets now show correctly in the factbox.
• 98010: Warehouse Shipments will no longer affect Shipping/Receiving line quantities.
• 89191: The Partial Daily Price now gets set correctly when a segment has more than one invoice associated with it.
• 89191: Segments are now built off RPM Cost/Rev. Ledger Entries instead of posted documents.
• 97866: When Lifecycle Cost is set to Unit Price, posted entries will now properly use currency conversion.
• 97866: The Lifecycle Cost From field on RPM Setup has been moved to the General tab.
• 98123: When using Calc. Line Amount from Segments, invoicing and crediting will recalculate totals on a document.

RPM Service Pack 24.0.20240417.131328

April 17, 2024

Corrections:

• 97845: Main Subcategory Line number will be cleared if posting component line without its main line. 
• 97484: During posting, dimensions do not get reevaluated; they get copied directly from the document. 
• 97858: When printing, lines should group together if they are from the same source line no, have consecutive dates and use the same price. 
• 97861: When doing a purchase of an item with a line set to drop ship or special order, only that line gets set as dropship/special order on the purchase document. 
• 97812: Unit Shipping/Receiving Journal correctly looks up units based on Entry Type of Shipment or Receipt. 
• 97850: You can no longer activate units into a Kit or Line Group. 
• 97860: Correct “Ship-to Code cannot be found” by including global addresses in the check. 
• 97374: You can no longer change the quantity on an RPM document if the line is set to Drop Ship and is connected to a purchase document. The Purchase Entry page also does not allow you to change the quantity when purchasing an item flagged as Drop Ship. 
• 97881: You can now undo a transfer, activation or deactivation entry when the unit is not on a document. 

RPM Release 24.0.20240408.129774

April 8, 2024

RPM Feature Enhancements:

• 93545: Popup Comments have been added to Service Quote and Service Contract. Events added for Popup Comments as well.
• 92467: Add Events to control contact insertion on RPM Header.
• 93575: Rebranded RPM Logo.
• 90582: Added RPM_Header_Archive and RPM_Line_Archive APIs.
• 93563: Posting Preview is now available on RPM Standalone Documents.
• 24221: Unit Costing now shows in statistics.
• 90625: A new action has been added to Subcat. Specifications allowing you to copy specifications from one subcategory to many others.
• 97355: New Event OnBeforeCheckContractComplete added to CheckContractComplete of RPM-Post.
• 75416: Added ability to associate charge revenue to a specific Subcategory line. This associated revenue will appear in statistics of the main subcategory/unit.
• 90238: You can now purchase Charges and Quantity Tracked subcategories from RPM documents.
• 97357: A new feature was added that allows you to setup multiple responsibility centers per user. There is still one default responsibility center but now you can associate multiple responsibility centers for users in Sales, Purchases and RPM.
• 95545: Billing Codes now have a Default Utilization Setup for each rental period.

Corrections:

• 93543: Copy report changes for Tax Amount from RPM W1 to keep consistency.
• 93827: Quantity Pending should use Effective Date (Billing) instead of Actual Date (Movement) when determining shipping/receiving lines.
• 90433: Price now changes in segments for a future period while using Best Price Billing.
• 90756: Preview Post now shows Cost/Rev. Ledger Entries and Movement Ledger Entries. when applicable.
• 93522: Specifications 21 and higher now work correctly on a unit.
• 97258: Segment credits are calculated properly when the actual stop date is before the last billing date.
• 90701: Corrected caption for Swap Location Code in Cost/Rev. Ledger Entry.
• 93849: Unit Activation Journal Entry Type now functions correctly.
• 89086: Finalize Lines does now use the New Stop Date correctly even if the estimated stop date is an earlier date.
• 93846: Customer Ship-to Code on the RPM Unit table no longer errors when the Ship-to Code is a global address.
• 90684: Document Level Charge Unit Price is calculated correctly when set as a rental line.
• 93549: Use last meter reading as default on subcategory now functions correctly.
• 90775: Unit transfers cannot be posted with a date prior to last movement date.
• 90322: Unit Ship To Code field now clears on factbox after a unit is received off-rent.
• 93591: The error RPM Unit already exists and Specification No cannot be found have been corrected on Purchase Orders.
• 90657: Create Order/Add-to Doc now functions correctly when using the Purchase option from an invoiced RPM document.
• 93498: PM Work Lines now allow Kits and Line Groups and expand correctly on RPM documents.
• 93562: Posting Description field is now available on all RPM documents and functions correctly when posting documents.

RPM Release 23.5.20240311.124631

March 11, 2024

RPM Feature Enhancements:

• 90237: When purchasing Resource lines from an RPM document, the Type comes over as Resource.
• 90642: RPM Documents now support Location Dimensions.
• 90602: The Unit Planned Maintenance page now includes a new Create New RPM Document action, allowing you to create one or more documents directly from the PM page.
• 92007: The Service Contract now has a FactBox to show the Work Orders using that contract.
• 92002: When choosing Service Contract Coverage on a Work Order, the Customer PO and Salesperson Code will now flow from the Service Contract to the Work Order header when turning on the setup.
• 92003: The Service Type Code now has a Default Bill-to Customer No. When choosing a Service Type Code for the header or creating a new document from Planned Maintenance with a Service Type Code with a Default Bill-to Customer No., the header will be updated to have the new Bill-to Customer No.
• 92460: Unit Service lines that are created from Planned Maintenance now get stamped with the PM Work Code.
• 43106: When selecting PM on an existing Unit Service line, the line will get a Work Comment, as if you created the Unit Service from a new Planned Maintenance document.
• 92006: Service Contract Type is now available on the Report Header/Footer.
• 90442: Filter changes have been made to the request page for the Suggest Accrued Revenue and Rental Accrued Revenue report to make it easier to filter for the documents you want.
• 5301: A new RPM Licensing Model has been added to RPM, which will not affect existing customers at this time.
• 92005: Service Contract Coverage now includes an indicator of the number of times the coverage line can be used.
• 3047: New function on Unit Card and List to create New RPM Documents.
• 24071: Service Contract Type now has a default Service Type Code.

Corrections:

• 90773: Update New Line Discount % for existing records in the Line Change table.
• 74304: The “Sales Header does not exist” error will no longer appear as RPM now accesses standard BC pricing using the new interface.
• 90309: Customer Templates now work correctly on all “Quote” type documents in RPM.
• 90320: Estimated Value ($) and Sales ($) now show when creating a “Quote” type document in RPM from an Opportunity.
• 92465: An obsolete function now calls the new function for a limited time to allow extensions to move their code.
• 90151: Credit entries when Type is G/L Account now calculate correctly.
• 90557: Auto Create Work Orders now works correctly from Receipts.
• 90299: Converting a Work Quote to a Work Order now correctly updates the RPM Dispatch Board.
• 90626: Trade-ins have been enhanced to work with existing units and are now assigned to a Default Internal Customer No. you specify when invoiced.
• 90554: RPM integrates with standard BC pricing with a separate enum, so standard sales document pricing will not get confused with RPM standard sales pricing.
• 90553: With the new integration of RPM with standard BC sales pricing, prices now work correctly for Items and Resources on RPM documents.
• 90245: Undo Receipt can no longer occur when a unit has been transferred after the receipt.
• 92004: Line Changes are now available on Service Contracts.
• 89202: Warehouse shipments will no longer post one line at a time from an RPM document.
• 92513: The main subcategory line no. is cleared when using a copy document, and the main line does not exist.
• 91785: With the integration of RPM Units on a standard Transfer Order, unit lines ignore Warehouse Shipment/Receipt Required.
• 92512: Purchase Order Subcat. Acquistion lines are no longer blanked out when you post only one line if multiple lines exist on PO.
• 90529: Qty. on Purchase Order from Subcategory list now shows correctly.
• 90302: Only the attachments from the current RPM document are shown when choosing to add a file from the Source Document in an email window.

RPM Release 23.2.2024214.120510

February 14, 2024

RPM Feature Enhancements:

• 90212: Suite PO, which was originally a separate app, is now included in RPM.
• 90424: There is now an N/A Column on the Inspection Sheet.
• 86091: Added Posting Preview and Posting Description on RPM Contracts, Work Orders and Service Contracts.
• 68124: Allow setting up RPM Line Discounts without specifying Billing Code or Subcat/Unit.
• 89210: Milestone Billing is now available on Contracts.
• 90318: Added Edit in Excel to RPM Pages.
• 90480: Added Line Discount % to Line Changes.
• 66583: Allow nesting within Line Groups. Line Groups and Kits can now be part of another Line Group.
• 85410: RPM Unit Revaluation Journal and RPM Unit Cost/Rev. Journal are now available.
• 90632: Updated automated tests to be BC24 compatible.
• 90631: Updated Translations and French Captioning/Permissions.

Corrections:

• 90321: Calc Replacement Cost should only be for Items.
• 85611: Non-Inventory Items now post cost correctly to RPM Cost/Rev. Ledger Entries.
• 90213: Fixed asset acquisition posting no longer defaults to today, regardless of the posting date on PO.
• 89067: RPM Accruals no longer include Pre-Billings attached to other documents.
• 66640: You can no longer post a Shipment after the Activation date.
• 90328: Incorrect Segment information when Pre-Billing has more than one period has been corrected.
• 90271: Inspection Sheet lines now show the description properly from the Checklist item itself.
• 90224: When a new Subcategory is created, the Specifications are cleared to begin with until you enter specifications on the record itself.
• 90493: New RPM Document actions are now correct on the Customer Card.
• 90601: Prevent double entry on Unit purchases with multiple Depreciation Books

RPM Release 23.2.20240113.115341

January 15, 2024

Corrections:

• 90262: Document Layouts for RPM have been converted to RPM Document Layouts available on the Customer Card and now function correctly in RPM. RPM Document Layouts can also be set up by Responsibility Center the same as RPM Report Selections. 

RPM Release 23.2.20240105.114111

January 5, 2024

RPM Feature Enhancements:

• 78187: Create Work Order Function from RPM Unit: You can now create work orders from an RPM Unit without choosing a PM line.
• 78238: There is now the ability to save filtered views on the Contract Renewal Worksheet page.
• 90115: New events added.
• 78227: Add permissions to protected tables when using Change Global Dimensions.
• 76798: Added new field to show Last Meter Reading on RPM Unit List Page.
• 74175: Make Line Amount from RPM Line total from segments instead of from RPM Line values with a setup on RPM Setup.
• 86516: From an Opportunity, you can now create RPM Documents and look up RPM Documents using that opportunity.
• 78184: Contract Renewal Worksheet Modifications: additional filters and links for quote and contract creation.
• 78185: Service Contract Line: Add copy coverage from the line feature.
• 78183: Unit Planned Maintenance Schedule now shows PM Work Code, Responsibility Ctr, Service Contract Type, and Service Contract Billing Code on lines.
• 78201: There is now an option in RPM Setup to automatically run the Create Work Orders on Receipts function from a contract when a unit is received. The Planned Maintenance lines for units now have a Maintenance Upon Receipt field that tells the system which lines to use when the automatic function runs.
• 86098: Qty. Shipped not Invoiced and Qty. Shipped fields are available on the work order and RPM Lines pages.
• 18092: There is now a Replacement Cost field tracked on the Item Card and added as a pricing base to the Item Price table. A new Parts Inquiry page has been added to aid in finding item pricing.
• 75515: The Document Type and Document No. on the meter reading page now gets filled in when you enter a meter reading from a specific document. This means you can now enter the same meter reading from more than one document.
• 85395: When purchasing RPM subcategories on a PO where Fixed Assets are not created, have the option to create a G/L entry to an Inventory Account. The inventory account now exists on a subcategory record, and a new Post Inventory Entry can be found on the purchase order.
• 85402: Added Preferred Resource to Customer Card and flow the field to the Service Planning Worksheet header and lines.
• 78208: Add Document Status to the RPM Dispatch Board and the RPM Service Tech Board lines.
• 90196: A couple of changes needed to be made to make the app BC 24 compatible.

Corrections:

• 86461: Lifecycle Cost now posts values when using a G/L account from a General Journal.
• 89147: Exporting units to Excel in config pack when choosing dimensions as columns: Obsolete Fields Step 2.
• 89153: Personalizing RPM Unit List: Obsolete Fields Step 2.
• 74641: The problem of a blank Location Code when Location Code Mandatory is set has been corrected.
• 88615: Default dimension priorities now work for RPM documents.
• 88598: Post Thru Date now shows on the Document Test report for Service Contracts.
• 89116: Purchase Line now allows RPM Subcategory type to have a Depreciation Book Code.
• 89289: You can now use the Create Work Orders from Receipts function when the same unit is listed more than once on a document.

RPM ExpandIT Release 23.2.20231215.111719

December 15, 2023

RPM ExpandIT Feature Enhancements:

• 89138: ExpandIT just released Ship-to Addresses in their API and they are now available to sync in RPM ExpandIT.
• 88903: You can now filter data that is sent to ExpandIT from RPM. You achieve this from the RPM ExpandIT API Setup page. There is a new action that allows you to setup filters for any of the different tables. Data is still only sent to ExpandIT when there are “Record Changes” logged for a table but now those record changes will be checked against these filters. If the record change is not within the filters provided, the record change get flagged as “Not In Filter” so you can see which records are being filtered and not sent the ExpandIT.
• 89112: When data is retrieved from ExpandIT through the API, all data is returned. Now, RPM ExpandIT only updates Work Order headers and Unit Service lines that are from ExpandIT Work Orders, any work orders that were initiated in RPM do not get updated again; any changes must be made within RPM and those changes will flow to ExpandIT. ExpandIT Work Orders still continue to be updated in RPM with any changes. All consumables and comments will be returned to RPM for any documents.

RPM AvaTax Release 23.2.20231214.111419

December 15, 2023

Corrections:

• 89096: Warehouse Shipments for RPM Documents now post correctly when RPM AvaTax is installed.

RPM Release 23.2.20231214.111339

December 14, 2023

RPM Feature Enhancements:

• 86587: Event added to InsertHeader procedure of Requisition Worksheet.
• 88640: Option to use Best Price with Accrued Report. When you run the RPM Accrued Revenue report, you now have the option to have any partial periods for best price lines. Use the best price calculation to determine the amount for the partial period.

Corrections:

• 74569: Batch Post Error now handles Line Change Allocations error.
• 86050: Batch Post Error now handles the zero line error.
• 85506: Exclude from Printed Documents option on Specifications now works correctly on printed documents.
• 87078: RPM Unit field is now editable on Standalone Credit Memo page.
• 88640: When the RPM Accrued Revenue report finds lines that are not partial periods, the report does not use the Partial Daily Price to calculate the line; it uses the exact amount of the segment.
• 88647: Accrued Report does now finds any previous unbilled segments before the Cutoff date.
• 89027: Dimensions are now copied to the FA Journal Line when selling a Fixed Asset with an RPM Unit.
• 89039: Corrected Excessive Recursion error in Auto Dimensions when the dimension is a Global Dimension.
• 86082: Error exporting units to excel in config pack when choosing dimensions as columns: This is step 1 to solving this problem. The error is not resolved yet but it will be when we get to step 2 in the next release.
• 87010: Personalizing RPM Unit List causes page to crash: This is step 1 to solving this problem. The error is not resolved yet but it will be when we get to step 2 in the next release.
• 89057: Using Parentheses in the No. field of a Subcategory no longer gives an error in Specifications. A parenthesis is a reserved character for filtering in Business Central and should not be used in the No. Field but the error will no longer appear if you have them in the No. Field.
• 88563: Last Modified By field in Work Order list view no longer has a caption of Assigned User ID.

RPM AvaTax Release 23.2.20231211.110569

December 11, 2023

Feature Enhancements:

• 89005: A new action has been added to the header of RPM documents to refresh the tax details from AvaTax.

Corrections:

• 86535: When shipping an RPM document, taxes and total including tax on the subform no longer get cleared.
• 88958: Tax Details for RPM Documents are now stored with their respective document type.
• 88965: Lookups to AvaTax Details now work correctly since the correction in 88958.
• 88972: General tab of statistics now shows the latest tax calculation.
• 88979: Pre-Billings now work the same as other RPM Documents in RPM AvaTax.
• 88951: You no longer receive G/L Inconsistency Errors when posting certain RPM Documents.
• 88997: Changing from taxable to non-taxable ship-to code now removes previous tax details.

RPM ExpandIT Release 23.1.20231205.109406

December 5, 2023

RPM ExpandIT Feature Enhancements:

• 86638: Lookup ExpandIT Work Order from Business Central: Added the ability to open ExpandIT Work Orders from an RPM Work Order.
• 86235: Filtering has been added when you create API Record Changes from the different tables.
• 88859: A Delete All button has been added to the API Record Changes page.

RPM ExpandIT Corrections:

• 86567: You no longer receive a Type error when creating new RPM Work Orders from ExpandIT Work Orders.
• 86228: When sending Work Orders to ExpandIT for the first time, necessary fields are populated to connect the lines with ExpandIT lines so you do not end up with two of the same line on an RPM Work Order.
• 86415: Serial No. will now sync with RPM Units.

RPM SureTax Release 23.1.20231130.108789

November 30, 2023

RPM SureTax Corrections:

• 88656: You no longer receive a string length error when opening some screens in RPM SureTax.

RPM Release 23.1.20231123.107773

November 23, 2023

RPM Feature Enhancements:

• 85608: RPM Copy Doc Events added for RPM SureTax

RPM Release 23.1.20231119.107104

November 19, 2023

RPM Feature Enhancements:

• 87001: Add Events for Auto Dimensions.
• 85499: Add feature to Purchase Orders that allows users to create RPM Units prior to receipt.

RPM AvaTax Release 23.1.20231115.106532

November 15, 2023

Corrections:

• 85597: Error when printing Quotes or Contracts when RPM AvaTax is installed.
• 86463: Error when adding Kit Line to Contracts when RPM AvaTax is installed.
• 86497: Error when creating warehouse shipment from RPM Contract when RPM AvaTax is installed.
• 86983: Error when creating a work order from receipt lines when RPM AvaTax is installed.
• 86536: When running segments, taxes are not calculated.

RPM Release 23.0.20231109.105882

November 9, 2023

RPM Feature Enhancements:

• 85608: New events have been added to the auto-create units codeunit for Subcat. Acquisitions.
• 32725: Addition of RPM documents to standard Business Central Item Availability screens.
• 86389: Events added to RPM for our new connector app coming soon, RPM SureTax.
• 78194: Added New Subcategory option so the start date on new meter readings default to be the last meter reading.
• 18087: RPM Report Selection by Responsibility Center
  When setting up report selections in RPM, you now have to option to have a different report specified for different Responsibility Centers.
• 29971: The “28-Day Monthly Price” has been replaced by “Monthly Price” and the length of the monthly price can be set at the Billing Code level allowing you to have Daily/Weekly/Monthly pricing for any type of billing code, not just 28-Day!
• 78182: Customer Ship-To Code now shows on the RPM Unit Card and List for Customer Owned Units and this value will flow to the line Ship-to Code on documents.
• 68062: Trade In Enhancement for RPM Contracts
  A new line type allows you to trade-in a unit on a contract.
• 74598: Checklists / Inspection Sheets Improvements
  • You can now create inspection sheets directly from an RPM Unit card or RPM Work Order and the inspection sheet will now be linked to the Work Order.
  • The checklist description now allows 250 characters instead of the standard 100.
  • You can now create inspection sheets from lines that have not failed if you choose to “Insert PM Work Lines”.
  • Attachments are available on Inspection Sheets.
• 68159: Warranty/Service Contract Enhancements
  • A dateformula field has been added to the Warranty table allowing you to specify a default length of a warranty.
  • When adding a warranty to an RPM Unit, the end date will populate based on this new dateformula.
  • You can now assign warranty codes to a Subcategory so these become default warranties for new units created under this subcategory.
  • When creating a new RPM Unit, any warranty codes assigned to the subcategory will automatically be assigned to this new unit, the start date will be set to the workdate and the end date will populate based on the dateformula on the warranty card.
  • When posting work against a service contract coverage, the coverage lines will calculate a Total Amount based on the posted amounts against the service contract.
  • A new field has been added to the Service Contract Coverage called Maximum Amount. This sets a maximum coverage amount for a coverage line on a service contract. When you enter lines on a Work Order assigned to the service contract coverage, you will receive a notification if the work entered exceeds this maximum amount.
  • A new field has been added to the Service Contract Coverage called Not To Exceed (NTE). This works in conjunction with the maximum amount. If the work being entered exceeds the maximum amount and the Not To Exceed is true, the system will automatically change the Line Amount on the line so the work order will not exceed the maximum amount on the work order.
• 54457: Damage Waiver Insurance/Tracking
  A new option has been added to the Subcategory, Unit and RPM Line called “Document Level Charge”. By setting up a document level charge with a percentage and filters, you can have the system manually or automatically calculate the charge based on other lines on the same document. RPM Setup has a new option called “Auto Calc. Doc. Level Charges” which turns on the automatic option of this feature. These charges can also be calculated manually on the document itself using the action.  These charges will always auto calculate when showing segments or posting the document.
• 11006: Merge Unit Transfers with base Business Central
  Yes, you can now use the standard Transfer Orders in Business Central to transfer Units as well as Items!  This allows you to ship a transfer and receive a transfer separately leaving a unit in an “In-transit” state in-between transfers.
• 76651: Added ability to schedule Shipping/Receiving Worksheet posting with report request page (like batch posting). There is a new option called Batch Post Ship./Rec. Lines which allows you to set filtering and post all shipping/receiving lines across all documents. This also allows you to schedule the batch posting through a job queue.
• 78181: Added Quote Expiration Date field to header of Printed Quote Reports – RPM Quotes, Work Quotes, Service Quotes.

Corrections:

• 85645: When acquiring a Fixed Asset through a journal, you no longer receive an error message that the Fixed Asset must be linked to an RPM Unit.
• 85678: Removed unnecessary event filtering on various lists: Customer, RPM Subcategory, Standard Text Codes, G/L Account, Item, Resource, Fixed Asset, Item Charge.
• 85514: If the Cost on an RPM Subcategory Purchase Order is in USD, the Unit Cost populated for the Cost and Revenue Ledger Entry and populated on the Unit Card needs to be in Local Currency.
• 54948: Possible to Ship/Receive without an Assigned Location (Even When Location Mandatory is Set). Posting a shipping/receiving line that does not have a location code assigned when Location Mandatory is true, you now receive the proper error.
• 86595: Unit No. on a line accepts any text, and doesn’t validate against the RPM Unit table. When entering a Unit No. on a document, the system validates this against the underlying RPM Unit table for the subcategory chosen. Trade-ins do still allow you to enter any text you want, as this controls the new Unit No. that is created for the trade-in.

RPM Release 23.0.20231003.100571

October 3, 2023

RPM Corrections:

• 85446: Component Lifecycle Cost has been added as a flow field on the RPM Unit table.
• 85453: Lifecycle Cost Entry Amount is now Unit Cost or Unit Price multiplied by Quantity.
• 85460: Deleting a Unit Component will now update Lifecycle Cost Entries correctly.

RPM Release 22.5.20230921.99339

September 21, 2023

RPM Feature Enhancements:

• 1681: RPM has been integrated with the Requisition Worksheet! Now you can take into account demand for items from RPM documents such as a contract or work order.
• 66601: Added feature to create cost entry for purchasing RPM Units and to update Original/ Replacement Cost on RPM Unit Card.
• 66653: The Unit Costing % field that used to exist on RPM Setup is now available at the Subcategory level to allow for different percentages per subcategory.
• 13540: RPM Specifications used to be global, but now we have moved them to the Subcategory level! And that’s not all…we also allow 50 specifications per subcategory instead of 20 globally! Specifications are still set using the RPM Specifications table, and you can have as many as you want. Then you go to each Subcategory and set up which specifications you want to use just for that Subcategory and its Units. Even though the main Specification name is set up in RPM Specifications, you can have whatever values you want for those specifications at the Subcategory level!
• 68055: When using the Purchase function from an RPM Contract or Work Order and you select a Subcategory, it creates an RPM Subcategory line on the Purchase document instead of a G/L Account.
• 10383: Unit Serial Nos in RPM now allow 50 characters like base BC.
• 66478: A new RPM Unit FactBox for Documents has been added to the Unit Card and Unit List.
• 64006: Lifecycle Costing has been added to RPM! Now you can determine which costs you want to associate with a unit and its components to get a sum of the costs for the unit and its components.
• 3340: SWAP feature added. This is a feature that has had multiple requests. When you create a manual receipt or shipment, you now have the option to specify a Swap Unit No. and a Swap Location Code along with a new Swap Reason Code and Swap Reason Text. When you hit OK, two shipping/receiving lines are created for you so the Effective Dates automatically line up to allow the swap to be invoiced, and no line changes are created, making billing seamless.
• 25445: Integrate Drop Ship and Special Order to RPM Documents. This is another long-awaited integration, and it is here! You can now set Drop Shipment and Special Order lines for Items on your RPM Contract or Work Order and either use the Requisition Worksheet to create a Purchase Order, create a new Purchase Order and pull the lines into the Purchase Order, or enhance our Purchase functionality from an RPM Contract or Work Order to allow you to use the Purchase functionality that will create the Purchase Order and automatically set it up for a Drop Shipment or Special Order!

RPM Corrections:

• 78251: Sell-to Ins. Cert. On File on RPM Header will now show Yes when a customer has an attachment. Due to changes in Business Central, you may have to remove your attachment from the Customer and reattach it for it to show correctly.
• 78174: Entering RPM Subcategory on a PO line will now transfer all dimensions to the PO Line.
• 55024: When printing specifications on documents, you now have the option to print Subcategory specifications, Unit specifications, or both.
• 74327: When using a blocked customer on an RPM document, the logic works the same as it does in base Business Central sales documents.

RPM Release 22.3.20230804.93541 W1 Version

August 4, 2023

RPM Feature Enhancements:

• 75401: Merged object numbers to be in sync between RPM and RPM W1.
• 75307: Made ValidateShortcutDimCode on RPM Header a global procedure.
• 75503: Comment Line Type is now Enum.
• 75192: New Events for Unit Journal Line Post.

RPM Corrections:

• 66708: Unit Shipping/Receiving journal bug: Will no longer receive an error when trying to receive more than one line.
• 66592: RPM Header footer bug: Changing Rental Type on a contract will no longer cause the header/footer to disappear.
• 64935: Archived Work Orders no longer show in PM Screen: When archiving a work order, it no longer gets cleared from planned maintenance.
• 74278: Component Type does not default from Unit and can’t be changed on a line: The Component Type is now available on the RPM Unit screen and will now default properly to a line.

RPM Release 22.3.20230804.93541

August 4, 2023

RPM Feature Enhancements:

• 75307: Made ValidateShortcutDimCode on RPM Header a global procedure.
• 75503: Comment Line Type is now Enum.
• 75192: New Events for Unit Journal Line Post.

RPM Corrections:

• 66708: Unit Shipping/Receiving journal bug: Will no longer receive an error when trying to receive more than one line.
• 66592: RPM Header footer bug: Changing Rental Type on a contract will no longer cause the header/footer to disappear.
• 64935: Archived Work Orders no longer show in PM Screen: When archiving a work order, it no longer gets cleared from planned maintenance.
• 74278: Component Type does not default from Unit and can’t be changed on a line: The Component Type is now available on the RPM Unit screen and will now default properly to a line.

RPM Release 22.3.20230714.90704

July 13, 2023

RPM Feature Enhancements:

• 66492: Make the Warranty Code field on RPM Unit Warranty (37042370) a lookup: No longer required to enter a unique code when adding a warranty to an RPM Unit. Added the ability to configure and select standard warranties.
• 74341: Allow sorting of Specifications based on their type: Instead of Specifications always sorting by “text,” they can now be sorted correctly by Date, Integer, etc.
• 74200: Update Capitalization to split by Component Type: Capitalization can split lines by Item, Resource, and now Other (Parts) and Other (Labor).
• 64140: Approval Workflows in RPM documents: Added Workflow Templates.
• 54462: Checklists / Inspection Sheets: Added built-in Checklists and Inspection sheets.
• 74371: New Permissions File

RPM Corrections:

• 55484: Create fixed asset function from Unit does not copy over description.
• 68143: Ship-to-address information is not overwritten when changing sell-to customer.
• 19923: FA Posting Group on Create Fixed Asset from Unit should be 20 characters.
• 68233: Warehouse Shipment required bug on Items of type=service.
• 74168: Line Meters should only update in certain situations: Line meters will only change if the shipping/receiving line changes, the unit changes, and the billing code changes.

RPM Release 22.2.20230621.87647

June 21, 2023

RPM Feature Enhancements:

• 64297: New event to override Sort Order Line No.: A new event was added to the RPM Line table to override the Sort Order Line No.
• 63752: Include By Default on Related Charges: All related charges on Subcategories will have a new field called Include By Default which allows you to designate certain charges to come in by default and then others can be selected when adding the subcategory to a document itself.
• 52936: Unit Sales Report: The old Rental Unit Sales report has been brought forth to the latest version of RPM!
• 66485: Allow setup of PM Work Codes without requiring selection of a Service Code: PM Work Codes no longer require a Default Service Code allowing you to add a PM Work Code and then pick the Service Code on the Planned Maintenance screen.
• 66499: Add Responsibility Center field to Service Planning Worksheet: Added the Responsibility Center field to the header and lines of the Service Planning worksheet.
• 55650: A new RPM Service Tech Board is available to work in conjunction with the RPM Dispatch Board. When you allocate resources to lines in the RPM Dispatch Board, service techs can use the RPM Service Tech board to filter on themselves to see lines that they need to work on.

RPM Corrections:

• 63022: Printed Reference Fields on RPM Line: When adding a printed reference field on the lines, the same header reference field is no longer overwritten.
• 65240: Make RPM Document Lines searchable: RPM Document Lines is now available through the search, not just on the Role Center.
• 68113: Comments repeating on Delivery Ticket: Comments will no longer be repeated on every line of the Delivery Ticket.
• 65247: Work order description is printed on invoices: If you chose to show the Work Order Description on RPM documents, that field now correctly flows to posted document.
• 62961: Posting Issue when shipping Line Groups: You no longer receive a quantity error when attempting to post a document that includes a Line Group.
• 68092: Default Duration, Default Cycle Initial Term and Default Cycle Initial Term Day fields on a Billing Code are only available when Billing Type is Rental.
• 68188: Adobe E-Sign now uses the correct access point.
• 55650: The Dispatch Board had several updates:
  • Service date is now available above the entries and filters to any entries that include that date. When opening the Allocations screen, the Service Date matches this service date.
  • The “Not Yet Dispatched” filter has been replaced by two new filters: Not Yet Allocated and Not Yet Routed.
  • When allocating resources, the Service date is now available above the entries and shows all allocations for that date.
• 55645: The Service Planning Worksheet now updates correctly when Warranty or Service Contract Coverage is updated in the system.

RPM Release 22.1.20230602.85406

June 2, 2023

RPM Release 1.21.20230215.71379

February 15, 2023

RPM Release 1.21.20221203.63945

December 3, 2022

RPM Release 1.20.20220923.57413

September 23, 2022

RPM Release 1.19.20220607.48665

June 7, 2022

RPM HotFix 1.19.20220504.46100

May 4, 2022

RPM Release 1.19.20220407.44253

April 7, 2022

RPM Release 1.18.20220216.41186

February 16, 2022

RPM Release 1.18.20220118.39141

January 18, 2022

RPM Release 1.18.20211105.35801

November 5, 2021

RPM Release 1.17.20210320.26680 

March 20, 2021

RPM Release 1.17.20210101.23563

January 1, 2021

RPM Release 1.15.2020911.20196

September 11, 2020

RPM Release 1.15.2020701.18220

July 1, 2020