General application updates

Feature management

New features that have the potential to disrupt your business will now be delivered in a deactivated state. Using the new Feature Management form, you can selectively activate these features, allowing you the time and flexibility to test the effects on your operation. If you are signed up to beta test upcoming functionality, you can activate pre-release features on the Feature Management form as well, after a key has been applied.

Features that are automatically activated will be noted in the release notes.

Track and display sent emails

Available to activate. You can now track and view sent emails when they are sent using a document profile. Use the Sent Emails form to view the email records.

Freight for rental contracts

Automatically activated. Previously, the only way to charge freight for a rental contract was to use a surcharge. Now, you can charge freight for a rental contract at the header level using the new Freight fields throughout the system.

When contract invoicing or rental check out or check in is performed, the freight total is stored in the invoice header, and the freight amount is zeroed. Additional freight can be added for subsequent check ins. Freight charge on a contract does not recur.

Service and Rental Analytics Content available

Service and Rental Analytics Content refers to the Infor Birst package available for CloudSuite Field Service. The application collects the data from CloudSuite Field Service to provide users with strategic and tactical business intelligence by generating measures for analytic data or reports.

This tailored package includes pre-built content for these domains:

  • Service Orders
  • Service Contracts
  • Rentals
  • Warranty Claims

Each domain includes business measurement models, reports, and dashboards. Additional domains are to be supported in future releases of Service and Rental Analytics Content. In addition, Key Performance Indicators (KPIs) provide future-oriented measures, which direct you to critical areas of business performance that need improvement.

These guides are available to support your implementation of Service and Rental Analytics for Birst:

  • Service and Rental Analytics for Birst Administration Guide
  • Service and Rental Analytics for Birst User Guide
  • Service and Rental Analytics for Birst Development Guide
  • CloudSuite Field Service Configuration Guide