- SKYR-1245 / Add Stop Credit Checking Rules to PDOs – Selecting a Tank on a PDO, where the Customer is setup to receive stop alerts for credit checking, displays the stop rule/credit check.
- Why – Depending on the credit checking preferences, a message displays warning that the Customer has met or exceeded the credit limit or has a loaded, unprocessed Delivery Ticket.
- When / Where – The alerts will display when adding Tanks to PDOs at Agvance SKY Energy / Orders.
- Action Needed – Set up Credit Management first in Agvance at Agvance Hub / Agvance Accounting / Setup / Preferences / AR.
- SKYR-1328 / Add Warning Credit Checking Rules to PDOs – Alerts of any acknowledgement or warnings for credit checking rules display when selecting a tank on a Product Delivery Order in Agvance SKY Energy.
- Why – To know all Product Delivery Orders are being credit checked similarly to Agvance Windows.
- When / Where – Agvance SKY Energy / Orders
- Action Needed – Set up Credit Management first in Agvance at Agvance Hub / Agvance Accounting / Setup / Preferences / AR.
- SKYR-1329 / Password Required Credit Checking – If a Customer requires a credit check password when adding a PDO, an alert displays for the credit check password input field before continuing with the order.
- Why – The message displays if any associated tank Customer has a custom credit status that exceeds the limit and requires a password to continue.
- When / Where – Agvance SKY Energy / Orders / Add Product Delivery Order
- Action Needed – Credit Check passwords must match those set up in Agvance and if mistyped will prevent continuing.
- SKYR-1368 / Monitor Maintenance – A card has been added to navigate to the Monitor Maintenance page showing a grid of all monitors in inventory. Filtering is allowed based on search term.
- Why – To have access to Maintenance and view monitors in inventory.
- When / Where – Agvance SKY Energy / Maintenance / Monitors
- Action Needed – Agvance SKY Admin user permission is required to access Maintenance / Monitors.
- SKYR-1386 / Credit Checking Disabling Form – The PDO form is disabled when credit checking is in progress and must be closed/acknowledged in order to continue entering form details. Form validations must pass before credit checking processes on the submit of a PDO.
- When / Where – Agvance SKY Energy / Orders / Add Product Delivery Order
- Action Needed – No action required.
- SKYR-1421 / Monitor Details on Add/Edit Tank – A new Monitor section on the Add Tank form displays Monitor maintenance within Agvance SKY Energy coming soon.
- Why – To see monitor detail that may be assigned to a tank.
- When / Where – Agvance SKY Energy / Tanks / + New Tank
- Action Needed – No action required.
- SKYR-1428 / Add New Monitors to Inventory – Add Monitors in inventory to track monitor detail and be able to assign and attach to available tanks.
- Why – To be able to view, add and track monitor inventory within Agvance.
- When / Where – Agvance SKY Energy / Maintenance / Monitors / + New Monitor
- Action Needed – Agvance SKY Admin user permission is required to access Maintenance / Monitors.
- SKYR-1434 / Monitor Details on Tank Information Page – Monitor details tied to the tank are displayed on the Tank Information page.
- Why – To see a grid view of that monitors details tied to the tank.
- When / Where – Agvance SKY Energy / Tanks / Select Tank Serial Number / Tank Information
- Action Needed – No action required.
- SKYR-1438 / Route Management Additional Comments Column – An Additional Comments column has been added after Geo Reference displaying the orders additional comments if any exist on the order, up to 250 characters. A double dash will display if no comments are available and the column text will truncate by default.
- Why – To see order comments on the grid to prep the delivery and driver on the routed order.
- When / Where – Agvance SKY Energy / Route Management
- Action Needed – No action required.
- SKYR-1439 / Tank Directions on Route Management Grid – A Tank Directions column has been added after Tank Zip displaying directions entered from Tank / Delivery / Tank Directions.
- Why – To view tank directions when routing.
- When / Where – Agvance SKY Energy / Route Management
- Action Needed – No action required.
- SKYR-1440 / Tank Status Filter on Map – Active tanks will show by default when initially viewing the Map page. Filter Active or Inactive tanks by using the Tank Status filter drop-down.
- Why – To filter only active tanks on the Map view.
- When / Where – Agvance SKY Energy / Map
- Action Needed – No action required.
- SKYR-1441 / Active Tanks Only on Tank Selection – Active tanks will show by default when adding or editing Product Delivery Orders, Energy Work Orders, or posting Budget Billings.
- Why – To filter only active tanks when selecting tanks for Orders.
- When / Where – Agvance SKY Energy / Orders
- Action Needed – No action required.
- SKYR-1447 / Asterisk Required Fields on Add/Edit Tank – Asterisks now display on required fields on the Add/Edit Tank form.
- Why – To easily view what fields are required to fill out the Add/Edit Tank form.
- When / Where – Agvance SKY Energy / Tanks
- Action Needed – No action required.
- SKYR-1483 / Updated Tanks Tooltip –Tooltip now displays Up to 500 records displayed. Use search and filters to refine results.
- When / Where –Agvance SKY Energy / Tanks
- Action Needed – No action required.
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