General application updates

Quick SRO Create form enhancements

We made these enhancements to the Quick SRO Create form to improve the creation process:

  • A new PO Required check box indicates if a purchase order number is required by the customer before work is performed.
  • A new Unit Description field is now available.

Approve Estimate SRO form enhancements

We added two new fields on the Approve Estimate SRO form, to enhance the approval process for estimate service orders:

  • The PO Required check box is automatically selected when the approval type is Service Order and a SRO number is populated. If the approval type is Change Order, then the PO Required field is hidden.
  • When the PO Required check box is selected, then the new Customer PO field is required. Specify the customer PO number.

Void manual checks

You can now void manual checks on the Void A/P Posted Payments form. In the Type field, select the new option for Manual to view the manual checks and the select the check that you want to void.