Accruent vx Maintain 2023.07 Release Notes
We're delivering this automatic upgrade on July 17, 2023, with these highlights:
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PPM asset details: Crucial asset info now visible at a glance on smaller mobile screens, more intuitively informing technicians about asset health when they view a work order
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Estimates: Re-estimate work order costs after work is completed to use the estimate approval process for easy and accurate billing
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Asset tiles: View total asset cost info over the lifetime of an asset at a glance on the Mobile Dashboard
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Duplicate check: Alerts about potential duplicate work orders now appear earlier in the creation process, preventing time wasted on duplicate work
More visibility of PPM asset details on Mobile
VXMAIN-27247
We moved Operational Status and Asset Condition next to Asset Number on the Work Order Summary to view this crucial asset health info at a glance on smaller mobile screens. Operational Status and Asset Condition show their current value, rather than a user-selected value, to inform technicians about asset health when they view the work order.
Re-estimate at service complete
VXMAIN-27250
You can now submit a cost estimate when a work order has reached a service complete status, allowing you to use the estimate approval process to reflect exact work order costs for billing purposes. After approval, these re-estimates do not change the status of the work order.
View total asset cost info in Mobile
VXMAIN-27363
We added Asset Spend to Date and Purchase Price as optional columns for asset tiles, giving you total asset cost data over the lifetime of an asset at a glance.
Use advanced filters on PPM Manager
VXMAIN-27200
You can now use advanced filters on the PPM Manager to search for sites or providers linked to builders to make adjustments easily.
Earlier work order duplicate check
VXMAIN-27245
The duplicate check feature now identifies potential duplicates earlier in the work order creation process, beginning with Department, Floor Level, and Space entries. This reduces the chance of wasting time creating an entire work order before being alerted of a duplicate.
Improvements and issues fixed
| Component | Summary | Reference # |
|---|---|---|
| Accounts Payable | We fixed the display of the per work order net and gross totals on the Accounts Payable page when looking at comprehensive payment work orders, and with Site Disbursement turned off. | VXMAIN-26392 |
| Documents | CPPM documents now show on the Service Complete documents dialog. | VXMAIN-24309 |
| Fiscal Periods | You can now save fiscal periods for the current year without issue. | VXMAIN-27384 |
| Importer | The site importer can now support importing multiple email addresses for the site's Email field. | VXMAIN-24489 |
| Importer | We resolved issue an blocking site imports for multiple contracts. | VXMAIN-27389 |
| Importer | HQ roster importer now supports setting the SSO User flag. | VXMAIN-27330 |
| Importer | Invalid site yype locations are no longer imported as part of the asset importer. | VXMAIN-27188 |
| Mobile Admin | The column names now change to match the type of user that is selected on the User page. | VXMAIN-27380 |
| PPM Builder | PPM Builder can now set different end dates for the created PPM contracts. | VXMAIN-25396 |
| PPM History | We made updates to create history events when a PPM asset's condition and working status are updated via a work order. The work order number is shown in the history event. | VXMAIN-27421 |
| Smart Tables |
We updated the following pages to the new smart table:
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| Sustain | We cleaned up systems created with trailing spaces to prevent data problems. Some systems had duplicate names just with added spaces. We renamed them if they were active to "[System Name -Duplicate". We recommend reviewing and updating these duplicate systems. | VXERM-976 |
| WebService | We updated the GetWorkOrderData WebService to provide the Job Complete work order script answers. | VXMAIN-27302 |
| WebService, Invoices | We updated the WebService to calculate invoice totals and subtotals to the same decimal place as in the user interface. | VXMAIN-27392 |
| Work Order Escalation | We resolved an issue blocking the saving of escalation reason values. | VXMAIN-25798 |
| Work Order History, Mobile | Log note history events now show the reason value used as part of the event header. | VXMAIN-25484 |
| Work Orders | You can now set up permissions to allow certain users access to certain actions on Job Complete. | VXMAIN-27353 |
| Work Orders | Work Orders can now only be Declined if all available providers in sequential dispatch decline it. | VXMAIN-26011 |
| Work Orders | Providers can now set a default PIN user when a technician isn't allocated or the allocated tech isn't a PIN user. | VXMAIN-26810 |
| Work Orders | You can now view related documents as intended when creating a new work order. | VXMAIN-27276 |
| Work Orders | User approval rules are now considered with the status link on work order summary to prevent unauthorized access. | VXMAIN-25956 |
| Work Orders | We updated work order creation to only use active providers regardless of whether they are set as a warranty provider. | VXMAIN-26112 |
| Work Orders, SalesForce IDEA | Providers can now be one of the trigger criteria for work order scripts during job completion. | VXMAIN-27293 |
