Program Updates

TSS XP Update (Version 3.0.3)

NateW — Tue, 21 Feb 2012 15:39:47 GMT

Features & Improvements

Speed up adding/updating inventory items to invoices
Add the ability to double-click a check on the Bank screen to see the check's details
Add the ability to print a check from the View Checks screen
Prompt to create an AP when auto-receiving PO quantities on an invoice
Introduce a setting for controlling how the "Active Item" flag is handled
Improve the controls used to specify the kind of bank account (default, checking, payroll)
Prompt to print the check after creating a payroll check
Improvements to the payroll stub screen (support scrolling, Save & Close, Save & New, New, Refresh, and Email toolbar buttons)
Add a History feature to the Functions menu on dealer records
Add Create PO to the Functions menu on inventory records
Make the "pretty casing" of customer information on invoices optional
Improve searching by phone number
Allow the user to opt-out of the "Date posted successfully changed" dialog

Fixes

Running a report from the POS UI opens the report dataset with no WHERE clause
Remove the "Tabbed Browsing" interface and new skins until performance can be improved
App allows returning multiple items per-line for Warranty and Repair invoices when this is not a supported option
May receive an error clicking Save when paying an AP by check
Choosing to print a check after making an AP payment doesn't flag the check as printed
Auto-receive PO quantities: cost of item is posted rather than cost from the PO
Incorrect totals on Salesperson Performance report for "reversed" invoices
List price not printing on InvList output
Print Serial Number Report shows $0 cost
Can't filter inventory reports by quantities (displayed as currency)
Difficult to read text depending on theme
Error clicking Functions>Sales>Block off Time (Cannot make a visible window modal)
Inventory History defaults to Either for Active Item
Error browsing for an available bay from an invoice when there are no bays defined for the selected Group
Emailed invoices always print with price breakdown

TSS XP Update (Version 3.0.1)

NateW — Tue, 07 Feb 2012 02:19:49 GMT

Features & Improvements

Add the ability to add notes to invoices (even after posting)
Consolidate physical counts taken from your iPhone/iPad/iPod touch (App coming soon)
Implement an optional "Tabbed Browsing" interface
Display "What's New" during the update wizard
Add the ability to update from either public releases or "release candidates"
Create a new web service for checking for updates
Submit system information when checking for available updates
Show an appropriate dialog when the user clicks Print Labels on a PO with no items received
Print "not final" on un-posted invoices rather than "duplicate"
Allow printing Work Orders for posted invoices - indicate "duplicate"
Document Easy Inventory vs Accurate Inventory
Improve the performance of fetching data throughout the program
Add constraints for the values entered into the Bookkeeping settings
Introduce the option to consider items committed to invoices when advising on inventory availability
Improve the performance of posting/receiving PO's with large quantities (thousands)
Don't show "Store" in the window titles unless there are multiple stores available
Enable the "Accept Payment" button on the Invoice screen as long as the invoice isn't posted or voided
Speed up typing into the Model field of an inventory item
Improve the speed of loading reports
Add an option for showing all-day events in the content area of the schedule
Adjust "on hand" wording to "available" where needed - Inventory settings & prompts
Include new user interface skins: Crystal, Blueprint, VS2010, more.
Change the default user interface skin to VS2010
Clean up user interface skins menu
Assign individual icons to each screen

Fixes

Repeatedly prompted to save an invoice when clicking Back/Forward on an invoice
Error posting an Insurance invoice: Object reference not set to an instance of an object
Committed count not taken into account in Purchasing Advice Report
Invoice prompts and functions not considering committed counts
The suggested re-order count on the Inventory screen doesn't take committed into account
Prompt to re-order when adding items to an invoice is the wrong quantity (adding on-order rather than subtracting)
Error searching Inventory History by make or model
Under the POS UI, when you "View your Schedule" two copies of the Schedule screen are opened
The "Auto Receive items on PO's" functionality is dependent on the wrong setting
Inconsistencies in the new scheduler versus then old scheduler
Error adding associated items to inventory items
Issues syncing Insurance documents online - connection reset by peer
Manually decreasing inventory quantity removes the latest physical item rather than the selected item
The "Activate Inventory" feature does not work
Error: "A component named ... already exists"
Return Orders allow the same physical item to be added more than once
Excessive CPU usage when the Purchase/Return Order screen is open
Memory leak on the schedule screen
Access violation in SizeToRootLayoutContents

TSS XP Update (Version 2.4.5)

NateW — Tue, 27 Dec 2011 14:41:07 GMT

Features & Improvements

Option to prompt to run the End-of-Day reports when closing TSS
Allow adding items to PO's by scanning their barcodes
Ability to create an invoice/appointment at another store
Ability to make payments to A/R records at another store
Add a function that synchronizes InstallCard submitted dates for incomplete insurance claims
Add customizable "pick list" of responses to the Action Requested field
Improve the appearance of the Search In list when browsing data
Display a "pick list" of values when browsing inventory by Make
Improvements to the Customer Mail Labels reports
Automatically add a new note when an Action Request is created
Improve the speed of changing tabs on the Insurance Groups screen
Speed up the filters on the Insurance Groups screen
Add the ability to see vendor purchased in the Inventory History section
Add the option to browse Default Vendors when F6'ing MAKE on an inventory item
Disable madExcept freeze check when posting a PO

Fixes

New scheduler screen does not automatically refresh like the old one
Memo fields not showing properly on outputs (not wrapping, truncating)
Clicking Back and Forward on the scheduler may not show appointments if you cross month boundaries
Maximized scheduler screen opening wrong appointment with right-click context menu
Error loading Explorer tab on the Insurance Groups screen: The requested resource is in use
Adding a note on the Insurance Groups screen adds to the focused claim rather than the active claim
Column visibility changes not saved/restored on Insurance Groups screen
Error closing TSS if the Action Requests screen has been shown

TSS XP Update (Version 2.4.4)

NateW — Mon, 17 Oct 2011 01:20:19 GMT

Features & Improvements

Create and display a return order if the Create Return Order action cannot automatically return the inventory item
Report bugs via a web based submission rather than email
Enable the option for Advanced Accounting with a Help Desk password
Add a Policy Limit field to the invoice screen for insurance claims

Fixes

Adding a PO item (associated to ICE) to a non-insurance invoice causes an AV
Selected report may not be visible after expanding a report category
Default sizes for Employee and Vendor detail screens are too small

TSS XP Update (Version 2.4.3)

NateW — Mon, 26 Sep 2011 13:00:12 GMT

Features & Improvements

Reintroduce the Next and Previous buttons on the scheduler
Add a flag for loading plugins that both TSS and MDM respect
Include plugin files with the MTAS and TSS setups and updates
Improve the flow and logic used when returning an InstallCard

Fixes

Error clicking New Invoice or New Appointment with no bay selected (or visible)

TSS XP Update (Version 2.4.2)

NateW — Fri, 16 Sep 2011 12:57:16 GMT

Features & Improvements

Add the option to request a read receipt for emails

Fixes

Blank category for Reports in main screen permissions dialog
Double-clicking items on the scheduler may display the wrong appointment information
Dragging appointments (either resize or reschedule) makes Details lines double up
Date range combo on data browse allows arbitrary values
Customer detail screen is overly large by default
Error issuing a gift card with X-Charge integration disabled (invalid variant)
The Legend menu item on the schedule screen uses outdated terminology
Scheduler is retrieving too many appointments
Inventory detail screen is not large enough by default
Defective is still listed as an invoice type in Application Settings
The Default Schedule Group under Application Settings isn't working

TSS XP Update (Version 2.4.1)

NateW — Fri, 26 Aug 2011 02:33:18 GMT

Features & Improvements

Support signature capture with X-Charge
Allow browse screens to consolidate data from multiple stores
Add week and month views to the scheduler
Add support for encrypting IC-Verify request files
Add support for "MasterCard Partial Approval Mandate" via X-Charge
Add a "Back Ordered Items Report"
Add the ability to print any browse screen filtered and grouped as-is
Add a detailed tax breakdown report
Allow transferring an item that doesn't exist at another store
Print an Item Transfer Receipt when inventory is transferred between stores
Remove Master Server URL setting from TSS
Remove Workgroup Name setting from TSS
Lower timeouts for Multi-Store connections
Remove the checkbox for BackOffice (set in MTAS now)
Implement standard grid customization functionality
Improvements to the Appointment detail screen (support scrolling, Save & Close, Save & New, New, Refresh, and Email toolbar buttons)
Save column customization for modal (F6) browse screens
Hide Average Cost on the Inventory screen (like Cost)

Fixes

Clerk parameter not passed to X-Charge on Gift Card issuance
Tab order not correct on the invoice screen
Error deleting an inventory item
Output is blank when printing an invoice through Multi-Store
Dialog shown while updating HQ items says "backing up data"
Custom exception handling not working (including bug reports)
Can't print records from remote stores - no records found
Issues with basic viewing and creating of records at remote stores
Printing a PO from a remote store is blank
Daily notes aren't shown for remote stores
Email addresses cut off in Customer Telemarketing List report
TSS doesn't use debit card handling when using X-Charge via XpressLink
Toolbars not being restored correctly, not visible after startup
Misspelling of Invoices in TSS Help
PIN pad not initialized when using XpressLink
Error printing a newly created invoice
Modifying Inventory Attributes (Features) causes error
Permissions screen for TSS shows securable items which are no longer active in the software
Program locks up after Save & New
Browse screen last search and grid changes don't save when app closes
Program displays dialog about inventory terminology change when it shouldn't
General instability - specifically errors involving GetDynaMethod and CallDynaInst after showing a dialog
Error running reports via Multi-Store: field not found

TSS XP Update (Version 2.3.21)

NateW — Mon, 27 Jun 2011 20:03:20 GMT

Features & Improvements

Disable specific madExcept freeze checks
Improve the SQL Test screen

Fixed

Transaction Status Report shows wrong items as back ordered
Applying a payment to an AR record causes an error - Key Violation
Fix and consolidate working and broken schedule reports as Scheduled Appointments
Changing the price on a #MISC item on an invoice doesn't update existing Salesperson Activity records
Read-only error posting invoices with a 2nd salesperson percentage
Error toggling labor details - Cannot focus a disabled or invisible window
Schedule reports show unscheduled invoices
Issue returning a defective inventory item
Changing servers on the login screen may not take effect

TSS XP Update (Version 2.3.20)

NateW — Mon, 09 May 2011 15:54:28 GMT

Features & Improvements

Add Mitel specific handling for software phone integration
Improve the error handling in the program
Improve the tracking of issued and assigned InstallCard numbers
Add a "Close All" item to the Window menu in TSS
Add the ability to secure creating and editing scheduled appointments

Fixed

Model does not display on the Monthly Sales Breakdown report
Global Invoice Discounting no longer works (adjusting invoice total)
Some error dialogs show behind TSS locking up the program
Printing an Estimate shows Duplicate instead of Quote on the output
Error posting an invoice after saving - "Cannot modify a read-only dataset"
The Detailed format of the Monthly Sales Breakdown report causes an error
Error closing data browse screens: Invalid pointer operation
Error exiting fields on the invoice screen - Cannot modify a read-only dataset
Error accepting payment on an A/R: Cannot focus a disabled or invisible window
Access violation handling an incoming phone call
Access violation viewing an invoice
TSS may lock up when handling incoming calls
Bar codes printed by TSS cannot be scanned
TSS not capturing Credit Card Types when using X-charge
Issues regarding read-only invoice datasets
Hitting the DEL key when browsing data would visually delete a record (only a visual bug)
It's currently possible to F6 a field when the button is disabled
License field on Invoice is no longer upper cased
Slowdowns displaying data details
Blank space displays above the description after blocking off time on the schedule
Empty Print drop-down on standalone output print preview
Customer name field is not cased properly on the invoice screen
Possible to check security checkboxes on employee screen when not in edit mode
Enter key doesn't work in memos on the invoice screen
Updates and setups are shipping with older (potentially incompatible) skin files
Error opting to have a Retail invoice changed to an Estimate - "Cannot modify a read-only dataset"
Accept Invoice Payment menu item in Bookkeeping accepts a deposit, not payment
Error looking at another store's invoice details - field PHONE_EXT not found
Creating an invoice with a block selected on the scheduler may create an invoice with "Show All" for the group
Read only error saving changes to an inventory item
Read only error closing an invoice
Emailing an invoice sends a blank invoice PDF

TSS XP Update (Version 2.3.19)

NateW — Thu, 31 Mar 2011 15:30:31 GMT

Features & Improvements

Allow modifying InstallCard items without editing an invoice
Add Class to BackOffice inventory sync
Hide new date ranges on reports that don't require them
Improve the wording used when there's an issue returning an InstallCard
Improve the process for returning an InstallCard
Only force VIN if a vehicle is selected
Improve the way incoming calls are handled
Improvements to the Invoice detail screen (support scrolling, Save & Close, Save & New, New, Refresh, and Email toolbar buttons)
Add ability to run Package Sales reports by Short Description
Introduce controls for editing phone numbers that automatically format on exit

Fixes

Global terms & conditions not working properly
Voiding an invoice with a spiff item prompts for spiff information
Reports exported to XLS don't open in Excel 2010
Able to delete voided invoices
Insurance datasets are kept in memory
Issues deleting a posted invoice
Deleting a posted or voided invoice prompts to return InstallCard
Issue with read-only fields coupled with password protection
Terms may not print on a certain invoice types with non-global terms
Terms and conditions not printing on dealer outputs
Dealer invoices do not respect Global Terms setting
Error accessing Summary tab - "Data is read only"
Unable to toggle MAID integration in settings
Issue creating a follow-up invoice from an Insurance invoice
Possible to make negative payments on a posted invoice
Pro-Forma header reads "Duplicate" rather than "Pro-Forma"
Date cut off on Invoice Recap report
Total on package sale print-out does not include labor
Due date for A/R's printed incorrectly on invoice outputs
Error printing invoice - "Cannot modify a read-only dataset"
Wrong filename used when exporting reports to Excel
Error closing data browse screens
Error selecting a dealer on an invoice - "Dataset not in edit or insert mode"
Error deleting record - "Cannot perform this operation on an empty dataset"
Error with InstallCard integration - "Cannot assign a nil to a Item"
Insurance Service Type and Category are no longer pre-populated drop downs
Disallow returning an InstallCard if it has already been returned
Modify InstallCard uses the wrong amounts on an invoice for a returned InstallCard

TSS XP Update (Version 2.3.18)

NateW — Wed, 19 Jan 2011 16:51:48 GMT

Fixes

Error printing invoice if "Apply terms & conditions globally" is checked
"Wrong" printed for appointment date and day on invoice outputs

TSS XP Update (Version 2.3.17)

NateW — Wed, 19 Jan 2011 16:51:42 GMT

Features & Improvements

Add open payment to customers restriction
Add the ability to password protect changing item prices on an Invoice
Enable new or obsolete product tracking
Add the range of dates reported to the top of date-based reports
Add the ability to reorder items on an invoice
Add Invoice Status to Invoice outputs
Improve prompt to add or update a customer record from an Invoice
Improve handling of errors activating an InstallCard
Indicate "duplicate" on retail Invoice outputs
Better handling of incoming calls, extensions
Add the ability to export reports to HTML
Make cellular & pager screens optional
Improvements to the AR and AP detail screens (support scrolling, Save & Close, Save & New, New, Refresh, and Email toolbar buttons)
Add the ability to run Transaction Status Report based on Transaction Type and Received (to report on back ordered items)
Show serialized items on the Physical Count Sheets report
Introduce additional search fields for Inventory History: Make, Model, more
Improve the readability of totals on invoices

Fixes

Labor details from the materials details screen (F2) not saving
Invoices print the current terms & conditions rather than the terms at the time the invoice was saved
Error exiting dealer name field if a dealer was imported with no ID
Program updates overwrite customized stand-alone outputs
Cannot post a negative payment to an AR
Duplicate Vendor ID error assigning an InstallCard installer
InstallCard PO items not refreshed after changing card model
Error browsing for a bank's GL account with advanced accounting enabled
Key violation error if you opt to create a new customer from an Invoice when prompted
Error running Salesperson reports after closing a standalone output
Error double-clicking scheduler outside schedule region
Opening an existing invoice while creating a new invoice clears the new invoice without prompting to save
Error printing Work Order for invoice with Home class/department
Repeatedly prompted to Add/Update customer
Error running TSS twice without logging in
TSS prompts for additional information when assigning an InstallCard
Detailed Deposit and Payment report only prints totals
Double-click behavior when browsing for a bay/time slot
Error updating Payment Receipt menu item
Detail datasets are leaking
Installer address saved as sublet vendor zip code when assigning InstallCard
Error assigning price rule to dealer without clicking Edit
Error running Detailed format of Profitability by Invoice #

TSS XP Update (Version 2.3.16)

NateW — Thu, 16 Dec 2010 16:48:51 GMT

Features & Improvements

Add the ability to reassign the installer for an InstallCard
Add the Defective column to the default columns for Physical Inventory
Add the Gift Card/Certificate # to the printed invoice under the line item for reference
Show more installer details when searching for InstallCard installers
Remove unused fields from CTRL and CTRL2
Send across additional fields when activating an InstallCard: transaction date, receipt number, customer email
When assigning an InstallCard, associate the installer with the invoice as a sublet vendor
Improvements to the bank, GL account, and payment detail screens (support scrolling, Save & Close, Save & New, New, Refresh, and Email toolbar buttons)
Hide columns not relevant to Return Orders
Add "Order Type" to the default columns for Orders & Returns

Fixes

Wrong amount posted to Salesperson Activity when an item has a temporary price
Active filter is not consistently saved and restored on browse screens
Typo in Physical Count Adjustment
Clicking New on the schedule screen causes an error
Still possible to manually create payment records via Functions menu/POS Interface
Inventory screen sized improperly by default
Error running Salesperson Profitability depending on criteria used

TSS XP Update (Version 2.3.15)

NateW — Mon, 06 Dec 2010 16:29:26 GMT

Features & Improvements

Add support for integrating with software phone systems
Add support for superseded inventory items
Create an inventory label output for 450 Twin Turbo printer
Add the ability to email appointment reminders, including an optional prompt on startup
Add the ability to dynamically group dealers, for instance based on region
Integrate directly with the ICE eCard web service for issuing InstallCards
Add the ability to describe inventory items with attributes
Add the ability to set a job's status, e.g. "Job Completed", "Customer Called", "Job Delivered", with visibility on the schedule
Introduce an option for whether a "Misc Charge" tax is itself taxable
Increase the length of the employee Username field
Add the ability to use XpressLink with the Gift Card functionality
Fill in "next check number" on new checks when paying an AP by check
Allow importing on-hand quantity when importing inventory from Excel
Introduce a security level/secured action for creating an RO
Provide default criteria for reports
Eliminate the need for a user to pick a "sort order" (unique ID) to create a package sale
Add support for multiple dynamic formats for report outputs
Remember the last format printed for an output
Improvements to the employee and salesperson activity detail screens (support scrolling, Save & Close, Save & New, New, Refresh, and Email toolbar buttons)
Add a toggle for showing/hiding inactive items in the Physical Count Adjustment
Add an option to prompt when closing TSS (under Local Settings)
Only force VIN when posting an invoice, not when saving
Change the Preview button to Run Report on the Reports screen
Rename WorkGroup ID to Workgroup Name in Application Settings (to match MTAS setting)
Add the per-unit cost and sold-at prices to the Detailed Profitability by Model report output
Resize inventory screen contents when the screen itself is resized
Simplify the message displayed when a report returns no results
Rename A/R field from "Number" to "PO/Phone/Pager" - "Number" is too obscure
Add the ability to run Salesperson Profitability by Dealer ID, Dealer PO, Dealer RO, and appointment Group
Add the Category field as a criteria on Salesperson Activity reports
Re-enable applying a Misc Charge tax to Misc items
Add a toolbar for adding/removing associated items on the inventory screen
Add Back/Forward buttons to detail screens
Add a Yes to All option when prompted to back-order items
Rename voiding invoices and payments to "Reverse" and "Refund" respectively

Fixes

Combination of #MISC item with a LABOR make is not working
Import tool within TSS does not import Dealer or Vendor contact information
Steps for canceling an invoice not taken if the invoice is closed without clicking Cancel
Running totals over $1,000 from the XCharge client causes errors
Building information is labeled as automobile information on Work Order outputs
Flash field on Inventory items is not visible on invoice
The report for Gift Certificates is not appearing
Minor issues with the suggested reorder quantity on inventory items
Time interval setting for the scheduler not working
Schedule group on invoice saved as "Show All"
Many of the menu items on the split scheduler do not work
Browsing repairs and then clicking the "New" button creates a retail invoice
Stack overflow changing the price level on a package sale
Error saving a new customer record
Reset Browse Customizations issue with open browse screens
Accounts Receivable not tracking Rec'd By
AV if you cancel the prompts running a profitability report
Error adjusting Invoice Total when not in Edit mode
Report events may not fire for reports when running a report group (such as End of Day)
Typo on welcome screen

TSS XP Update (Version 2.3.14)

NateW — Thu, 21 Oct 2010 17:44:32 GMT

Features & Improvements

Add per-dealer terms for A/R records
Add global and per-dealer discounting for A/R payments
Support a wider variety of cash drawers using Windows COM ports
Indicate if an invoice is voided on the print out
For new installs, when browsing Installer Activity, change the "Default Labor" and "Default Total" columns to "Actual Labor" and "Actual Total"
Improvements to the installer activity and time log detail screens (support scrolling, Save & Close, Save & New, New, Refresh, and Email toolbar buttons)
Add the last payment date, type, and amount to the invoice output
Add a Cost column to the new Downloadable Inventory wizard
Ensure a bank account and check number are entered when paying an AP by check
Ensure a check number is not in use when paying an AP by check
Improve experience of viewing checks and paying AP's by check
Add the ability to specify a default second salesperson % in Application Settings
Introduce a setting for hiding TechTalk Live to the system tray (default to off)

Fixes

Issues when Unit of Measure for an item is set to Job
Customer notes do not print when printing customer information
Posting an RO to A/R doesn't set the due date depending on Bookkeeping settings
Issues with the Void Invoice process when prompts are shown while voiding
Issues with "Import as make" drop down when downloading inventory
Error printing a package sale
Able to print a blank Payment Receipt
Issues deleting and editing items on the Select Server screen
IcVerify remains enabled after changing processor options
View History function missing from the new Physical Inventory screen
Inventory item picture remains after clicking New on an existing item's details
Inventory is imported with ACTIVE_ITM set to Null
An error occurs if the TSS help file is open when TSS is run
Unable to edit existing customer notes
Error clicking Delete without a customer note selected
On invoices "Misc Charge" tax amounts subtotal as a tax rather than a Misc amount
Variant conversion error downloading inventory with blank categories
Combining both LABOR and MISC items with a Misc Charge tax on Labor results in a wrong Misc subtotal
Don't import MSRP as Retail in Downloadable Inventory
F6'ing the name on an AP browses AP's rather than vendors
AP payments not refreshed
Cannot enter car info (make and model) on the customer record
Type-o in the Bookkeeping section of Application Settings (feeds)
Unused settings in the Bookkeeping section of Application Settings
A $0.00 payment is recorded for unchecked AR's when making a payment