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SBN Release 91 Whats New

SBN Release 91 Whats New

SBN Release 91 Whats New

1684
2020
559
575
91

What's New Document

Innovative Business Software presents SBN Release 91, 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

45776

08.91.11746, 07.91.26252, 07.91.26259

138

Remote Alert and Safe and Secure PERs application now has the ability to show the following additional fields: Driver's First and Last name, Vehicle Number, Route Number, Start Inspection, and Stop Inspection. Displaying these fields is dependent on what corporate code a user enters when signing up with Remote Alert. (Specific to Company 138).

Safe and Secure

Account Generation


SR#

Mod #

Company ID

Description

Related Documentation

46002

07.91.26328, 08.91.11782, 07.91.26317

162

Report #2020, Inventory Movement by Branch, now has 2 new columns: Install Number and Describer Type. These columns only appear under Layout 2.

Inventory Movement by Branch Report (#2020)

Account Management


SR#

Mod #

Company ID

Description

Related Documentation

45131

08.90.11676, 07.90.26169

162

New "Dispatch Count Calendar Year." This field keeps a continued count for the total number of dispatches made in the current calendar year for the selected installation.

Data Entry Master and Basics (#559)

45482

08.91.11713, 07.91.26200, 07.91.26210, 08.91.11723

101

Added the ability to delete a day on the composite schedule. If a user selects another schedule and attempts to select the composite delete button, the user will receive an error message: [16838] The composite window must be refreshed before deleting a composite.

Data Entry Master and Basics (#559) - Open/Close Schedule

GUI Messages (#1606)

45495

07.91.26197, 08.91.11709

101

When a user attaches a timer on an Event Extension within Dispatch (#537), and that event extension has a pre-defined duration set, the duration field will automatically populate with what is defined. Durations are defined on event extensions within Monitoring Event Extensions (#1751). Users can change what was populated within the Attach Timer screen before selecting Save.

Dispatch (#537)

Data Entry Master and Basics (#559)

Monitoring Event Extensions (#1751)

45499

07.91.26341, 08.91.11796

101

Added tab in Service/Data Entry (Program #559) – Access Log. When selected the Access Log Search (Program #1684) opens and shows you who has accessed the Installation/Dealer you are currently viewing.

Data Entry Master and Basics (#559)

Access Log Search (#1684)

46091

07.91.26343, 08.91.11797, 07.91.26345, 08.91.11801

161

Two new fields added in top pane of Data Entry Master and Basics (#559): Installation Group 1 Name & Installation Group 2 Name. These fields populate automatically when you select an Installation Group. The name then fills into the corresponding Ins Group Name field.

GUI Messages (#1606) 16907 and 16908 also added under Field Headers (Labels).

Data Entry Master and Basics (#559)

GUI Messages (#1606)

45430

08.91.11780, 08.91.11781, 07.91.26320, 07.91.26327

161

Selecting the new Recurring checkbox changes how the Start and Expire timestamps are used to determine when text and links are appropriate to show in the Dispatch screen. URL's will only display and launch when an alarm comes in between appropriately set times. If an alarm comes in outside of the set date/time, no URL will launch for the associated temp field.

Background tasks #11 clears the Recurring Checkbox.

Data Entry Master and Basics (#559)

Options (#1887)

Accounting


SR#

Mod #

Company ID

Description

Related Documentation

45585

08.91.11724, 07.91.26215

150

In Collection Database (#1731), Name, Contract Type, Reminder Profile, and Contract Status columns are now used when performing a change owner. (Specific to Company 150).

Collection Database (#1731)

45586

07.91.26216

150

New records are now assigned first to Collectors when selecting the "Get Next" button. in Collections (#601), and then expired records. This is defined under option temp150. (Specific to Company #150).

Collections (#601)

Options T

45587

07.91.26214

150

Timeout resets to current date/time when accounts are unassigned or the ownership changes. This is defined under option temp150 (Specific to Company 150).

Collections Database (#1731)

Options T

43464

07.89.26002

150

Reported Name field from Service Request screen is now added to the Statement Export 26 and Invoice Export 11. A print flag was also added to the Invoice Export 11 at the page level.

Statements (#1508)

Service Log

45731

08.91.11742, 08.91.11745

204

New AKA and Building fields added within Contract Master (#548) under Contract/Installation tab. These fields are populated within the Installation itself in Data Entry Master and Basics (#559). The AKA field is the "also known as" field. The Building field is the name of the building for the installation.

Contract Master (#548)

Data Entry Master and Basics (#559)

45819

07.91.26269, 08.91.11755, 08.91.11763, 07.91.26276

204

8 new Document Retrieval buttons added to Contract Master (#548). These buttons are associated with options doccm2-docm10. A user places a specific URL within one of these new options along with certain parameters. The user selects the new button(s) and the set URL with data from the defined parameters will appear in the users default web browser. These new buttons are tied to Actions 548/328-548/335.

Contract Master (#548)

Actions (#1502)

GUI Messages (#1606)

IBS Messages (#1610)

Options (#1887)

46046

07.91.26325, 08.91.11784, 07.91.26331, 08.91.11785

204

9 new Document Retrieval buttons added in Contract Master (#548) under the Invoice Status tab. These buttons are associated with options docinv2-docinv11. A user can place a specific URL within one of these new options along with certain parameters. The user then selects the new button(s) and the set URL with the data from the defined parameters will appear in the user default web browser. These new buttons are tied in Action 548/64-548/69 and 548/90-548/93.

New GUI Messages: ACTOPT - 16884-16892 and KEYCAP 16893-16901.

New IBS Messages: ACTKEY 3237-3245.

Contract Master (#548)

Actions (#1502)

GUI Messages (#1606)

IBS Messages (#1610)

Options (#1887)

45847

08.91.11757, 07.91.26273, 07.91.26283, 07.91.26283, 07.91.26332

162

Subscriber Type from Data Entry Master and Basics (#559) has been added to Export 11 within Invoice Manager (#1557).

Invoice Manager (#1557)

Export 11

45946

07.91.26300, 07.02.00014, 08.91.11772

204

New fields within Invoice Status: Open Invoice Balance and Open Credit Balance. These fields help the accounting department to have a better overview for Invoicing in Contract Master (#548)

Invoice Status

Contract Master (#548)

46223

07.91.26366, 08.91.11817

162

New Invoice Export for credit cards,"190 Moneris Token," within Invoice Manager (#1557). There is also a new Payment Export for credit cards, "191 Moneris Token Quickpay," within Open Batches (#1577) as well as an Import for "192 Moneris Token." (Specific to Company 162).

Invoice Manager (#1557)

Open Batches (#1577)

46211

07.91.26361, 08.91.11812

162

2 new Payment Exports for Direct Debit within Open Batches (#1577): "Export 105 - Bank of Montreal" and "Export 152 - Bank of Montreal Quickpay." (Specific to Company 162).

Open Batches (#1577)

Reference


SR#

Mod #

Company ID

Description

Related Documentation

45481

08.91.11712, 07.91.26199

101

New option ba543 added which allows a max entry for scheduled days in Schedule Capacity (Program #575). If this option is set it only allows a user to generate schedules for the max number of days set within the option. If option is set to 0, then the max number of days is unlimited.

Options (#1887)

Schedule Capacity (#575)

45537

07.91.26207, 07.91.26206, 08.91.11721

150

Option temp150 now allows the changing of the Cycle Period field after a Work Order has been approved. (Specific to Company 150).

Options (#1887)

Options T

45827

07.91.26262, 07.91.26263, 08.91.11832, 08.91.11833

150

New option bl23. If on, invoice delivery check boxes may all be unchecked. (Specific to Company 162)

Options (#1887)

Options B

System Administration


SR#

Mod #

Company ID

Description

Related Documentation

45426

07.91.26187, 07.91.26189

150

Two new columns added inside Financial Groups (#1868) in the Undelete screen: Deleted On and Deleted By. User can now see who deleted the entry and when they deleted an entry.

Financial Groups (1868)

45632

07.91.26227, 07.91.26234, 08.91.11737, 08.91.11738

254

Standard Text (#1828) has been changed to be Dealer-Specific.

Standard Text (#1828)

45478

07.91.26202, 08.91.11717

254

Monitoring Dealers (#2508) now has time and day fields added to allow for Scheduling. When a connection is created between 2 dealers to allow one dealer to monitor the other, they can now place it on a schedule. During the scheduled days/times, the Monitoring Dealer will take over for the Monitored Dealer.

New Background Task (#1712) " Monitoring Dealers Activation Update." When Active, if a time is specified this background task will turn on/off (Toggle) the Monitoring Dealers.

Monitoring Dealers (#2508)

Background Tasks (#1712)

45802

07.91.26266, 08.91.11752, 08.91.11754, 07.91.26282

162

New Export Code field added within Packages (#1777). The field can be populated with two values separated by a forward slash. The number after the slash is passed to the ADC interface through SBN service Installation Creation.

Packages (#1777)

46089

07.91.26337

254

Holiday Calendar (#1747) is now dealer-specific.

Holiday Calendar (#1747)

46084

07.91.26349, 08.91.11802, 08.91.11803, 07.91.26350, 07.91.26351, 08.91.11804, 08.91.11805, 07.91.26352, 07.91.26355, 08.91.11809

162

"Self Install" checkbox added within Items (#1535). Request Status Codes (#1525) now has a "WO Tracking" checkbox.

When in Data Entry Master and Basics (#559), users can proceed to the Service Log tab and create a new service request. They can select a status code which has “WO Tracking� selected from #1525 as well as an item which has the “Self Install� checkbox selected from #1535. When they do, an “X� will then appear within the work order for “Self Install� after it has been approved and closed.

The Installed Components tab will display the Service Request/Work Order along with the Self Install checkbox selected.

Items (#1535)

Service Request Codes (#1525)

Data Entry Master and Basics (#559)-Service Log

Data Entry Master and Basics (#559)-Installed Component

Data Entry Master and Basics (#559)-Work Order

GUI Messages (#1606)

N/A

N/A

101

Import Interface (#1889) moved from Account Management to System Administration within SBN.

Import Interface (#1889)

Utilities


SR#

Mod #

Company ID

Description

Related Documentation

45414

08.91.11697, 08.91.11698

162

Installation Creation has been changed to accept NULL values from the Style picklist in Panel Types (#1742). (Specific to Company 162).

SBN Services- Installation Creation

Panel Types (#1742)

45489

07.91.26195, 08.91.11708

101

In-service Date and Contract Status from Contract Master (#548) added to the Basic tab on Dashboard (#251).

Dashboard (#251)

45551

08.91.11719, 08.91.11722

101

The Concentrator has been changed to have all TCP Client connections within their own thread. This change prevents the main functionality of the Concentrator from being halted.

Concentrator

45891

07.91.26286, 07.91.26286

150

Added GUI Message 16858-"No contract/installation found for this account." to replace "[1016] Account not found!'

GUI Messages (#1606)

46026

08.91.11778, 07.91.26313, 08.91.11779, 07.91.26315

101

Return Codes within the API Manager will now return the translated message description in addition to the error number. Translation is in relation to the current user logged in; .not the user defined in .config file.

API Manager

46224

N/A

101

Cyclical Log fields added to Concentrator under Log List. When a user performs a log listing and these 2 fields match, the initial listing has been completed.

Concentrator

45733

08.91.11814

199

All SBN services upgraded to support .NET Framework 4.7. Transport Layer Security (TLS) 1.2 is also now supported.

SBN Service Manager

46071

08.91.11791, 07.91.26334

253

The Software Request underwent numerous changes to consolidate and make the overall experience for the user and Innovative employees more user-friendly. For detailed information pertaining to these changes, please contact an Innovative associate.

Software Request

ATOM


SR#

Mod #

Company ID

Description

Related Documentation





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