New & Improved Features Version 5 (build 6.02)

Here we go again, major work, for some major upgrades…

First things first….. I have had many e-mails about SXP Pro and the new Windows 7 OS.  There has been no testing done at this point, but I would image the same issues SXP Pro has in Vista exist in this version of Windows also.

 I have not move my development platform to an all Win 7 platform yet.  With that said, over the next 6-8 month that transition should be complete.  From that point on, all future versions of SXP Pro will no longer be tested on Windows XP machines.  100% of my development will be in Windows 7. At least that is the goal…

Ok; now for the new features…

Customer Manager: Adjustable Phone Type Captions:

Screen shot of phone fields

Screen shot of phone fields

With this build we now have adjustable phone type for the 4 phone positions. You will notice in the screen shot above, there are no longer phone type field captions..

Example List of Phone Types

Example List of Phone Types

You will notice that each of the 4 phone fields now have drop down box for selecting the phone type. The screen shot above is an example of possible entries.

Phone Type Settings 

This list can be found in settings under the Program Lists >> PhoneType Tabs.

When you first open this build, the system will update your database and auto-insert the phone type captions for all existing customers. Position 1 = Home; Position 2 = WK 1; Position 3 = WK 2 and Position 4 = Cell.  You will want to go into settings, and indicate your preference for the 4 phone positions,  1 through 4.  Once this is complete, when entering a phone number is the said position, the selected default phone type will automatically fill in.

The external report engine has also been updated with the new phone caption system. You will need to change the phone caption fields NAME property on the report to the following… The internal reports have NOT been updated with this new feature as of this post..

Billing Phones: (“Phone1Type”) (“Phone2Type”) (“Phone3Type”) (“Phone4Type”)
Service Phones: (“SAPT1″) (“SAPT2″) (“SAPT3″) (“SAPT4″)

Visual Report Designer

Visual Report Designer

Edit Inventory — ICS

  1.  Added bold indicator for inventory items that have been de-activated. Also add some code to warn against re-entry of an de-activated item.
  2. Added different report for an un-finalized physical inventory count.
  3. Better handling of part labeling and auto pricing.
  4. Added a method to perform a mass item delete from an inventory location (excludes the “Main” location) from the “Mass Transfer” system. (note:  You can only delete items with 0 Qty.)

Contract Maintenance — Task Manager

  1. Added a method to open and load a selected customer in the Customer Manager.
  2. Added a couple of search fields.
  3. Added auto charges added to MA Work Orders.

Graphic Scheduler

  1. Added a right click method to create an in place Contract Maintenance Work Order. (Same as when creating a normal Work Order, but with a listed contract)
  2. Corrected a long term bug in the Graphic Calendar (separate program used for technicians to view their schedule), where it would not correctly load the calendar.
  3. Added a “Time Critical” field to the external report engine.  This matches the graphic schedule property.

ARD –  Add Repair Detail

  1. Added 2 label boxes that show the total entered time.
  2. Added code logic to better handle automatic completion dates.
  3. Added code logic to handle when there is no equipment listed for service on a Work Order.
  4. Added Credit / Debit field and functions (Double Click in the field). To easy apply credit amounts to work order.
  5. Added “relaxed” credit card expiration date entry. Now the system will attempt (with-in reason) to automatically format your entry into a date. Example: you can now enter 410 or 0410 and the system will return 04/30/2010. (This is a system wide change for CC expiry dates)
  6. Added a method when entering a model number, the system will now look in your history and compare it with your Manufactures and Product lists, if it finds a  match will automatically enter the information (Mfg name and product type) for you.
  7. Added Sys. Notes field to the Repair History window (Repair History Button)

Advanced Payment — Service Navigator

  1. Added a sentry to guard against a situation that would occur if sending the payment to Quick Books Pro.  Quick Books Pro requires a “salesman” be associated with the payment (and invoice – sales receipt), but in SXP Pro, a work order may not be assigned when added a payment.  The system now warns of these situation before the payment information is entered.
  2. Added a 2nd “Duplicate” print option when tripping the duplicate printing warning, now allowing you to cancel the print job.

Contract Navigator

  1. Added better handling of historic contract history.
  2. Added direct contract linking on for expired contract to quickly view the contract details.

Other minor enhancements and bug fixes..

Until Next Time….


New & Improved Features Version 5 (build 5.71)

Ah, you thought I forgot about updating the blog did you,.. No way….:-) It’s been a very busy and productive summer. Lots’ and Lot’s of changes with-in ServiceXp Pro. Not to mention, having some technical issues with the blog that would not allow me to post… As you can still see we are have still some more issues with pictures… anyway….

The “User Feedback” system (under the help menu) has really been successful, so Keep the feedback coming…

WARNING: Make sure you backup your data files before Upgrading…

Noteworthy changes:

1) Completely redesigned backup system.
The system now incorporates a single file, zip compression format.
Options to backup additional files, and added the ability to upload the zip to a FTP server for “Off Site” storage.


2) New “Service Rate” system:
When setup properly, the system will now determine what the Service Charge should be based on the Manufacture and Product chosen to be worked on. The system consists of 1 new table (for storing Override Texts); a new field for both the Manufacture & Product Type tables called “Charge” (under Settings >> Program Lists >> Manufactures tab); and a new dropdown list on the New / Edit Work Order window.
The system will always choose the higher of the 2 amounts.
You can setup your override list (such as “Recall”; “Warranty”, etc..) under the “Complaint Codes” tab (next to the Manufactures tab) and clicking on the “Charge Text” button.
The field name that is used for External Visual Reports is “SCAmount”.

NOTE: The system does not currently enter this amount in the ARD system.

3) Customers Equipment Window:
Added some error control to prevent equipment deactivation when equipment is still listed on a contract.

4) Inventory Control System (ICS)
Improved Sentry control of part movements for historical records.
Changed the automatic sorting patterns for the “Transfer History” window.
Added field “Last Used” for “Qty Needed For MA Service” list box, located on the Inventory & Request Navigators.

Last Used

Changed the nomenclature of the Historical Graveyard information written to the Old and New location fields.
Added Pre & Post Qty counts to historical information for the Inventory Navigator transfer system.
Improved data collection method for recording inventory count changes.
Improved the Price calculation and printing system.

5) Task Manager:
Sentry to guard against creating Work Order on expired or disabled contracts.
Improved Work Order creation system.

6) Services Navigator:
Services Navigator now open with no records
Used to help speed up time window takes to open
Added a “Quick View” tab

Quick View

Enables very quick data access to several key customer areas.
Added additional fields for viewing and searching.

7) Add Repair Detail Window (ARD):
Added a Customer Credit notification and handling system.
If the customer has a credit on file, the system will, on the first ARD window, notify the user of such credits.

There is also a new report field “Credit” where the system will print any credits the customer may have on the Work Order.
Simply double click in the credit amount field and the system will automatically apply the credits to the work order.
The system will, upon work order completion, remove those credits from the customer’s account.
Now using the newer “Customer Equipment” window when changing the equipment on the work order.
When opening the ARD window, the system will now evaluate the date completed fields with the last date schedule and if different offer to set the Work Order completed date to the last schedule date.

8) Warranty Navigator:
Added Extended Contract number to the Warranty Processing Window.
Changed the error sentry to allow for incomplete equipment information.

9) Report Changes:
Added a “Duplicate” record sentry and field to the external Visual report system.
The user is now notified when a Work Order has been printed 2 or more times. This system will also prevent the ticket from being printed after the 5th time.
Added a “Items Needed” field.
Any item listed for a piece of equipment will now be sent to the field name “EquipNeeds” for printing on your work orders.

10) History Navigator:
Added the ability to change the equipment listed for the Work Order.

11) Quick Shipment:
When entering a Work Order number as the PO, the system will offer to add that number to “Repair Number” dropdown field.

12) PO Manager:
When changing the “Expected Date” on the Navigator, the system will automatically update the “Date Expected” for the items listed on the PO

Many other minor enhancements throughout the program.

Known Issues:
Vista users may not be able to use any of the external communication systems (e-mail,Feedback,Error Msg).

Unitl Next Time!