Each year, a new version of Point of Rental Expert and Elite products is released. When a release is ready for distribution you will be notified via email about the release. Follow the instructions below to update your software to the newest release.
2017 Preliminary Release Notes
2017 Release Notes
QUICK SUMMARY
Pre-authorize credit cards (Cayan):
eSign:
Item Maintenance unlimited:
Item Maintenance type:
Item Maintenance link: operator who did the service. The contract that the service was done on.
Rate Engine: Customer, Job Site, Contract, Item, Contract Line Item
Delivery Quantity by Day:
Multi-language (SQL): by store, by terminal, by user
Review Billing:
Added Created Date to Transactions:
Operator belong to multiple groups:
Hold meter reading when called off rent. If final reading is more than 1 hour from the called off rent, give option to charge up to today.
Add “Business Number” to parameters for outside US.
Hold Attachments in database table rather than link files:
Add Invoice Received checkbox on Purchase Orders
Desired Deposit:
Pickup Address
Serial Number on Day at a Glance
Enter reason when adding a credit from account payments
Update close date to be Billed Through Date for Auto Continuation billing
Option to not send Credits with Mass Fax/Email.
Security on Exporting
Add Line Item Status to Day at a Glance
Update Item Maintenance Due to be a Dashboard
Add Transaction Comments column to Customer Balance.
Export Sales Rep list to Excel
Add Voided tab to PO Dashboard
Export Items for Vendor to spreadsheet in PO
Auto Continuation Billing will move deposit amounts to current bill.
Zip code column to Customer Search
Copy delivery and pickup address to Subrental contract
The name of the first item has been added to the Contract Notifications message
Add System Notification for Web Payment
Add System Notification for Receiving a Web Quote
Add Customer Name, Contract Number, and Contract Info to Delivery Notifications
Add System Notification for marking a rental item For Sale.
Allow setting of sells price when marking an item for sale.
Add System Notification for creating new rental or sales item
Add System Notification for contract needs billing review.
Make Queue be store specific
Allow eSign for documents sent to Customer.
Add table for GPS log
Add Geofence to POR Telemetrics
Add Edit table for Operator Id
Double click on column header for Auto Continuation list of contracts to select or deselect all.
Give option of historical delivery addresses from customer’s previous contracts
Increase default hourly event times to 5am to 11:30pm.
Add column for Margin % on contract processing screen.
Under Database Locks show whether the program that set the lock is still running.
Allow just setting account numbers for Store #1 and not maintain all of the other stores. Which includes using {Store} and {Class} in Store 1’s numbers.
Include the Model Year on the transactionItems when selling an asset.
Add sums for Rent, Sale, Tax, Dmg Wvr, Item Percent, and Deposit for Transaction Dashboard, Sales Rep Dashboard, and Job Site Dashboard.
Set password level for Attachment viewing.
Mark Attachments to Show on Web.
Set password level to view Attachments for Item, Customers, Transactions, and PO’s.
Add Contract Lookup buttons for Open, Modify, Inquire, Print to Day at a Glance.
Certification requirements added to Item File.
Inspection App
Auto create job when Maintenance is due.
Breakout items on contracts to Logistic contracts.
Track web quote imports for conversions to Reservations.
Add security per Operator whether they can pay Cash and/or Account customers on Counter.
Add groupings for Sales Rep, Job Site, and Transaction dashboards for City, Delivery/Non-delivery, Pickup/Non-pickup, Created Date, Customer Type, and Pricing Type
Add groupings to Day at a Glance for Contract Date, Created Date, Delivery Date, Pickup Date, Job Site, and eSign status
Add Loan information to Item Purchase Details to keep track of financing costs.
When emailing a contract give option to attach any item’s on the contracts attachments to the email.
Data Management Tools – New helper to for setting up Customer Rewards program.
Data Management Tools – Enhanced depreciation setup tool with new selections and setup fields.
Item Summary Report - Added group, retail rice, replacement cost, warranty end date, utilization and average annual util
Income Variance Report - Added export fields - Sales Rep, Address, email, phone, high balance, credit limit, current balance, last active date, and open date.
Parts / Labor Usage – Data grid showing repair parts and labor used in the repair of an inventory item.
Reservation Cancellation Analysis – Rewritten to improve performance.
Customer Revenue Trend - Added export fields - Sales Rep, Address, email, phone, high balance, credit limit, current balance, last active date, and open date.
Cost of Goods Sold Report - Added a new group by options for manufacturer and vendor.
Employee Listing Report – New
Employee Certifications Report – New
Category Totals – Added drill down for income detail per category – SQL database only.
Quote Analysis Report – New option to group by Web Quote. You can now see how your website quotes are doing separately from manually written quotes.
PO Export for XERO – New PO export format for the XERO accounting package.
Open Items By Group Report – New group by for item.
Accounts Receivable Report – A/R history report – SQL database only.
Multiple Reports – Handle new Pickup Address option.
New Parameter for Credit Mods will allow a modify if not Billed yet.
Re-write of Salesforce Sync. New interface to select what gets synced.
2017 Dispatch Center
Maintain route sequence when changing dates. This allows a user to checkmark an option to maintain the original stop sequence when moving a contract or a route to a different day. This keeps service stops in order or keeps a priority stop at the top of the new route.
Caution you are early: A stop with an early on-time status will display in yellow rather than green. Perhaps the driver went out of order or sped and this will give you a subtle clue that something may require attention.
MapPoint end-of-life: As of Jan. 1, 2015, Microsoft stopped updating our original mapping source MapPoint. However we still support anyone who has MapPoint installed in our 2017 Dispatch Center. Be aware that Microsoft no longer supports MapPoint and you can no longer purchase or download the MapPoint installation software. If you move servers or need to re-install MapPoint, your only source will be that CD/DVD that you kept in a safe place and that CD/DVD unit that may or may not work/exist on your server. Bottom-line: safe-guard your MapPoint installer or upgrade to Bing Maps.
Bing Maps: We have completed the overhaul of Dispatch Center to utilize an internet based mapping source, Bing Maps. Key benefits are up-to-date maps which provide more accurate routing and a noticeable increase in route processing speed.
You can preview the Bing Maps feature for 10 days by going to Tools->Parameters->Map Options and click the “Try Bing Maps” button. From there you can also request a Bing license from OnTerra, and this will result in a purchase agreement being emailed to you. Upon purchase you can return to this screen to install the license keys.
In order to take advantage of Bing maps each customer must purchase a valid license key from OnTerra Systems. OnTerra is an authorized Bing reseller and creator of route enhancement software, RouteSavvy, which provides route optimization.
These are annual subscription services that must be maintained to ensure access to the mapping sources. Essentially this cost is the same you experienced as buying a new MapPoint version every year.
Quick exit: We have removed the “Are you sure?” confirmation screen when you close Dispatch Center, so please be sure before you click the X.
Alias report: You can now view the current aliases for each address under the Reports menu via the “address Aliases” item. This will show you the original address, aliased address, when, what operator set the alias, and the current acceptance values. This can be used to clean-up bad aliases.
Separate pickup address: For many years we have been asked to allow a separate pickup address on a contract. For many years, we resisted, but the chorus of requests had become too loud to delay any further. Ironically something that sounded very simple ended up being quite complicated since it meant every screen and report that touched or displayed an address needed to be altered to flow properly depending on if it was a delivery or pickup contract and what status it was and whether it has the customer’s address, a delivery address, a pickup address, or a mix of addresses. This meant pretty much the whole Dispatch Center, Counter system, and any correlating reports had to be touched. We apologize for the delay, but we are sure the next time you have the situation arise that you will thoroughly enjoy having a graceful way to handle a delivery and pickup at different locations.
Set Max delivery/pickups: From the Tools->Max Delivery/Pickup Calendar option, you can add/edit specific dates where you want to limit the number of contracts that can be set for delivery or pickup within Counter System. This has no effect on the Dispatch Center, but it will warn and require password override for the employee working on a contract.
Logistics tickets with items: There is an option within the Edit Stop Details screen to use our new “Logisticizer” screen to set items from parent contracts onto L-tickets so that you can break down or multi-day deliver/pickup items from a large contract.
2017 Reports
Item Summary Report - Added group, retail rice, replacement cost, warranty end date, utilization and average annual util.
Income Variance Report - Added export fields - Sales Rep, Address, email, phone, high balance, credit limit, current balance, last active date, and open date.
Parts / Labor Usage – Data grid showing repair parts and labor used in the repair of an inventory item.
Reservation Cancellation Analysis – Rewritten to improve performance.
Customer Revenue Trend - Added export fields - Sales Rep, Address, email, phone, high balance, credit limit, current balance, last active date, and open date.
Cost of Goods Sold Report - Added a new group by options for manufacturer and vendor.
Employee Listing Report – New
Employee Certifications Report – New
Category Totals – Added drill down for income detail per category – SQL database only.
Quote Analysis Report – New option to group by Web Quote. You can now see how your website quotes are doing separately from manually written quotes.
PO Export for XERO – New PO export format for the XERO accounting package.
Open Items By Group Report – New group by for item.
Accounts Receivable Report – A/R history report – SQL database only.
Multiple Reports – Handle new Pickup Address option.