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SBN Release 90 Whats New

SBN Release 90 Whats New

SBN Release 90 Whats New


What's New Document

Innovative Business Software presents SBN Release 90, which contains updated features and enhancements.

How This Document Is Organized

This document provides descriptions of new features and enhancements organized by program module with additional sections for General SBN Improvements and Reports:

  1. General Improvements
  2. Account Generation
  3. Account Management
  4. Accounting
  5. References
  6. System Administration
  7. Utilities
  8. ATOM

General Improvements


SR#

Mod #

Company ID

Description

Related Documentation

45341

08.90.11681, 07.90.26174, 07.90.26175

127

Monitoring Status dropdown field added to Company-specific report #2179.

Report 2179

Account Generation


SR#

Mod #

Company ID

Description

Related Documentation

44646

07.90.26088, 08.90.11595

204

New field, System Type, on New Inquiry screen within Marketing and Marketing Basics (#562). When a user inquires about a specific System, the new inquiry is compared to existing installations by the address field. If an existing installation has the same address and System Type selected as the new Inquiry, a "Duplicate Entry" message will appear with the name of the installation that already exists. (Specific to Company 204).

Marketing and Marketing Basics (#562)

Data Entry Master and Basics (#559)

44887

07.90.26098, 08.90.11614, 07.90.26099, 08.90.11615

204

10 additional Document Retrieval buttons added within Work Order screen. 5 new Document Retrieval PO buttons added within Purchasing (#571).

New GUI ACTOPT messages 16772-16789.

New GUI KEYCAP messages 16573, 16586, 16704, 16706, 16707, 16759-16771.

New IBS ACTKEY messages 3116-3118, 3120, 3123, 3125, 3127-3132, 3138, 3140, 3142-3145.

New Options docwo3-docwo12, docpo1-docpo5, docinv2, doccm1,

doccm2. This is where the URL's are defined with the parameters for each button.

New Actions 250/180 - 250/189, 548/326, 548/327, 548/64, 571/12 - 571/16.

Work Orders

Purchasing (#571)

Options (#1887)

IBS Messages (#1610)

GUI Messages (#1606)

Action Profiles (#1502)

45277

08.90.11667, 07.90.26162, 07.90.26164

204

Item Code 3 search parameter and result column added in Branch Inventory (#1757). Item Code 3 column added to Allocation screen.

Branch Inventory (#1757)

Account Management


SR#

Mod #

Company ID

Description

Related Documentation

44709

07.89.26043

204

When an Insert Test is linked to a Service Request and the Service Request is closed, the associated test will automatically be removed.

Insert Test

Service Log

44723

07.89.26048

204

Status field from associated Communication Log now shows as a column in Service Queue (#547).

Service Queue (#547)

Communication Log (#1881)

Status Codes (#1721)

45113

07.90.26138, 07.90.26136

204

Phasing tab now has Contract number column. (Note: This column originates from Work Order. If a Work Order has no contract number defined, this column will remain blank.)

Phasing

44971

07.90.26120, 08.90.11637, 07.90.26122, 08.90.11639

204

Data Entry Master and Basics (#559) has a 10 new Document Retrieval buttons. They can display the s_ins, ins_no, and s_svrq. Each button is defined by Options docde1-docde10.

New GUI KEYCAP messages 16801-16810

New GUI ACTOPT messages 16811-16820

New IBS ACTKEY messages 3218-3227

New Options docde1-docde10

New Actions 559/934 - 559/943

Data Entry Master and Basics (#559)

IBS Messages (#1610)

GUI Messages (#1606)

Action Profiles (#1502)

44947

07.90.26128, 07.90.26129

150

A confirmation e-mail on Creation/Schedule of a Service Request is now sent out to customers with a previously created pre-defined template. The e-mail will now additionally hold the name, address, city, and alias of the customer. (Specific to Company 150).

Data Entry Master and Basics (#559)

Options (#1887)

44906

08.90.11662, 07.90.26159, 08.90.11666, 07.90.26161

204

An Event Extension and a Comment field can now be added when using Timer 1 or Timer 2 within Dispatch. Event Extensions and Comments are logged in the Alarm Log.

Dispatch (#537)

Alarm Log

Accounting


SR#

Mod #

Company ID

Description

Related Documentation

43978

08.88.11326, 07.89.25867, 07.89.25869, 08.89.11381, 08.89.11387, 07.89.25874

204

Payeezy has been integrated to work within SBN Contract Master (#548) and API Manager. For additional details, please contact IBS.

API Manager

Contract Master (#548)

44922

07.90.26101, 08.90.11620, 07.90.26100, 08.90.11618

204

New report: One-Time Invoice Report #2509. This report tracks one-off bills that a company may charge to a customer. (Specific to Company 204).

One-Time Invoice Report (#2509)

Report Queue (#1558)

45193

07.90.26149

204

"Labor Included in Price" column added to Work Order Queue (#574).

Work Order Queue (#574)

44959

07.90.26123

204

Misc75 field set to panel type within Data Entry Master and Basics (#559). When viewing an account in Contract Master (#548), the Tree View will display the misc75 field in front of the installation address. (Specific to Company 204).

Contract Master (#548)

Data Entry Master and Basics (#559)

45324

07.90.26172, 08.90.11677, 07.90.26177

162

New Language column added within the List view screen in Open Batches (#1577). This column originates from the Language dropdown within the Billing Account tab in Contract Master (#548).

Export 11 and Export 14 can now be exported with a different language preference. For example, if a customer has their preferred language on their account set as "Spanish," you can now run export 11 or 14 with their selected language instead of only English.

Open Batches (#1577)

Reminder Calculations (#1570)

Invoice Manager (#1557)

Contract Master (#548)

Reference


SR#

Mod #

Company ID

Description

Related Documentation

43755

08.88.11270, 08.88.11258

140

Option ba528 is now dealer based to control when the Text/Plan fields are displayed in the Dispatch tab. Dealer Communication Code picklist is now a required field in the Dealer Communication window.

Options (#1887)

Data Entry Master and Basics (#559)

Required Fields (#1843)

45229

08.90.11659, 07.90.26156

254

New Option dlrterm created. It is a Conditional option that may be set to On or Off. When On, it will auto create a terminal ID consisting of your default Dealer ID plus the last 2-digits of your IP address. It is also a Dynamic option client's can set.

SBN Options- Options D

System Administration


SR#

Mod #

Company ID

Description

Related Documentation

44658

07.89.26034, 08.89.11547, 07.89.26036

150

Collection Queue Users (#1730) has additional fields added: Reminder Profile 1 and 2, Contract Status 1 and 2, and 2-Exclude check boxes when Zoomed on a User.

Collection Queue Users (#1730)

Reminder Profiles (#1562)

Contract Status (#1532)

44775

07.89.26061, 08.89.11565, 08.89.11567

204

Additional General Ledger Account Number field added to Revenue Types (#1512).

Revenue Types (#1512)

44713

07.89.26053, 08.89.11556

150

The Time Out field in Outbound Call Types (#1793) has been changed from seconds to minutes. Additionally, 2 check boxes were added: Marketing, and Collections. If a Call Type only has Marketing checked, it will only display in the Marketing and Marketing Basics (#562) after a user selects the phone icon, then selecting "Type." If a Call Type only has Collections checked, it will display only under Collections after a user selects Action, and then selects "Collect Action." If a Call Type has both check boxes selected, or if both are left unchecked, then that selected Outbound Call Type will display in both Collections and in Marketing.

Outbound Call Types (#1793)

Marketing and Marketing Basics (#562)

Contract Master (#548)

Utilities


SR#

Mod #

Company ID

Description

Related Documentation

44988

07.90.26113

204

Communication Log (#1888) has a new column, Inquiry Name, which displays the name of the person who created the inquiry.

Communication Log (#1888)

44961

07.90.26107, 08.90.11627, 07.90.26108, 08.90.11628

204

Communication Log (#1888) has a 5 new Document Retrieval buttons. It can display Communication Log ID, s#ctr, s#ctr_no, and s#ins.

New GUI ACTOPT messages 16795-16799

New GUI KEYCAP messages 16790-16794

New IBS ACTKEY messages 3154, 3156, 3158, 3160, 3217

New Options doccl1-doccl5

New Actions 559/929-559/933

Communication Log (#1888)

Options (#1887)

IBS Messages (#1610)

GUI Messages (#1606)

Action Profiles (#1502)

45172

07.90.26141, 08.90.11649

204

Dashboard (#251) now has a Work Order number column in the Cycle Fee pod.

Dashboard (#251)

45263

07.90.26158

204

New Dynamic option: cactrrea. This option can hold a reason code for a cancellation of a contract. When the cancel process manipulates the fees, it will use the value stored in the option to update the reason code in the fees.

Options (#1887)

Options C

45258

08.90.11661, 07.90.26157, 08.90.11668, 07.90.26166

253

New Service, Signal Forwarding, added within SBN Service Manager. Use Signal Forwarding to send signals in Sur-Gard protocol to any central station.

New API messages 16826

New BASIC messages 16828-16832

New Options fe056-fe057, ivr042, ivrphn, patterm, and hh_pause

SBN Service Manager

Agencies 8 (#1613)

SBN Options (#1887)- Options F, I, and P

SBN GUI Messages (#1606)

IVR

API Mapper

ATOM


SR#

Mod #

Company ID

Description

Related Documentation





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