August 2022
FrontLine 6.8.053- August 15, 2022 (AP/GL Version)
This release contains maintenance updates.
FrontLine 6.8.052- August 5, 2022 (AP/GL Version)
Receivables Statements now offers an EMail Statements interactive function in the context menu to send qualified statements by email. You can create email template files to auto-generate the email subject and message body. For example, if you create email templates named ReceivableStatements.eml and ReceivableStatements30.eml, then the second template is only used for statements where the maximum past due is at least 30 days. Contact support@ormandysoftware.com to set up email templates based on the number of days past due.
To use the new email statements feature:
- Set up email templates with different text depending on the lateness of the latest bill.
- After generating statements, in the Print Options, select to Email Bill-to Address (the email on the bill to address) or Email Invoicing Contacts (the Bill To address contacts that have the Invoicing flag selected).
- Right-click and select EMail Statements.
- FrontLine asks if you would like to preview statements. Click Yes to open all the statements in a preview window.
- Click Next at the top to page through each statement in the batch. After preview, click the X in the top right to close the preview window.
- FrontLine asks if you are ready to email statements. Click Yes.
- FrontLine tells you all the email templates it has found. Click OK to continue.
- FrontLine generates an email for each statement, using the template that matches its oldest receivable. Here you can alter the email text, change the recipients, add additional attachments, or click Cancel to skip sending the email.
- If you click Cancel, that email is not sent, and FrontLine asks if you would like to cancel the process or continue. Click OK to continue to the next email.
- If you click Send, FrontLine sends the email via your mail relay, and then generates the next email for review.
- Once all the emails are sent, FrontLine completes the process with a message telling you the number of receivables that were sent.
Bank Reconciliation now provides a Difference display in the top section. This difference is the Bank Ending Balance minus the calculated Ending Balance.
Recurring AP now refreshes its list of invoices after a recurring AP template is modified.
FrontLine 6.7.053- August 12, 2022
This release contains maintenance updates.
FrontLine 6.7.052- August 11, 2022
When receiving backordered items, the Receiving window now sorts the backorders by Order Scheduled date (if any) then Order Placed date.
July 2022
FrontLine 6.8.051- July 29, 2022 (AP/GL Version)
This release contains maintenance updates.
FrontLine 6.8.050- July 27, 2022 (AP/GL Version)
Equipment Search has a new option to Search On Hand Inventory. This selection includes a Location filter. Search results do not show address columns, and Vendor replaces Customer for search input and output.
Equipment Search can now be opened from the Customer Order window. Right-click on the line items, and select Equipment Search to open Equipment Search with the Search On Hand Inventory option preselected and the order line location preset in the Location filter.
FrontLine 6.8.049- July 18, 2022 (AP/GL Version)
The Budgets feature is now available. Contact support@ormandysoftware.com to set up budgets.
Purchase Freight Charges that are assigned to a specific tangible line item on a purchase order no longer display a ready checkbox because they are checked in along with their associated tangible line item.
Equipment Search now searches for the text you enter anywhere in the identifier value if you are searching a multi-value identifier. Assigned Price identifier is now included in the Identifier type selector drop-down in Equipment Search.
FrontLine 6.7.051- July 29, 2022
This release contains maintenance updates.
June 2022
FrontLine 6.8.048- June 28, 2022 (AP/GL Version)
You can now use prior check numbers that have been skipped when printing checks. FrontLine verifies that the begin check number and number of checks to be printed fit in the range of the skipped checks.
FrontLine 6.8.047- June 24, 2022 (AP/GL Version)
Manual journal entries now have only five JE Types to be selected: Payroll, Depreciation, Miscellaneous, Accrual, Beginning Balance
Also, manual Journal Entry Lines may have one of six Journal Entry Intents: Miscellaneous, Payroll, Miscellaneous Accrual, Miscellaneous Accrual Reversal, Payroll Accrual, Payroll Accrual Reversal
In Recurring AP, right-click on Show Due within to toggle between the Next Week and the Next 30 Days.
In Payables, if you list multiple vendors together in the Select for Payment list, these are now sorted by Vendor Number before Due Date.
When paying payables, the Account selected is now sticky per user and per Check/EFT/Card.
NOTE: you must reset the sticky items per stub value for check printing again.
NOTE: you must reset the sticky items per stub value for check printing again.
You can now export the Bank Reconciliation. Right-click in the Bank Reconciliation and select Export.
The new Bank Deposit Batch function in the Customer Orders window now provides the GL Account selector for you to choose a bank account.
The context menu available in the Generate Purchase Order window now offers three quick reports. In Purchasing, select to Autogen purchases. You don't need to select a vendor or create purchase suggestions to use these views. Right-click in the grid to select:
- View On Order by Location for Items On Order by Location
- View On Order by Stock Number for Items On Order by Stock Number
- View All On Order by PO for Items On Order by Purchase Order
FrontLine 6.8.046- June 15, 2022 (AP/GL Version)
When you make a manual Journal Entry, after you select an Intent for a journal entry line, later journal entry lines you enter default to the same Intent if you don’t select another Intent.
You can now change the date FrontLine uses to calculate the next template journal entry. When a Journal Entry that was created from a template is posted, the JE Date of this new Journal Entry is saved as the last date used on the template. Then, the next time you create a Journal Entry from this template, FrontLine can use this date as a base for the date interval instead of the original JE Date of the template. FrontLine will ask you to confirm which base date to use.
When an Income Statement is produced By Account Code, you can double-click the value in a Period column to view the Period Journal Entries for that Account in that Period if the period is closed. This can also be accessed with a right-click.
The export of the Payables list now includes Terms (of the payable) and Vendor Number.
Includes maintenance updates added in 6.7.050
FrontLine 6.7.050- June 14, 2022
This release contains maintenance updates.
March 2022
FrontLine 6.7.049- March 30, 2022
If the Job panel is open on an order but no job is assigned, when you checkout, FrontLine will remind you, asking "Do you want to continue without assigning a Job?"
Security has been added for Third Party selections in the Welcome window. All Third Party entries except "Send POs to MOL" now require a Modify permit for the Third Party Access class.
The Jobs drop-down in the customer orders window now includes both the Bill-To and Ship-To customers in the selection list.
Security has been added for Third Party selections in the Welcome window. All Third Party entries except "Send POs to MOL" now require a Modify permit for the Third Party Access class.
The Jobs drop-down in the customer orders window now includes both the Bill-To and Ship-To customers in the selection list.
FrontLine 6.7.048- March 16, 2022
There is a new User Option to override automatic committing of inventory to lines added to orders. If the company setting for auto-commit is turned on, and your user has this option selected, when you add lines to orders, inventory will not commit automatically. FrontLine will override auto-commit unless you are on a point of sale workstation creating a counter sale transaction.
- Point to Setup and click Security.
- In the System Users window, select the user you would like to edit and click User Options in the top toolbar.
- In the User Options window, select Disable Auto-Commit (except Fast POS).
February 2022
FrontLine 6.7.047- February 24, 2022
The Receivables window now displays the Periodic Invoice ID in a column. This replaces the Invoice Sequence column. The invoice sequence is now displayed along with the Order ID, after a hyphen. When exported, the columns for Order ID and invoice sequence are separate.
You can now drill down to edit an order from a diagnostic report. Right-click to open the context menu, and click Edit Order to open the order for editing. This function appears in the context menu when there are columns on the report for Order ID, Order Type, and Order Status. The order status must be Open and not In Use, and you must have permissions to open the order.
FrontLine 6.7.046- February 11, 2022
There is a new Company Setting to display job details on all customer orders.
- Point to Setup and click Company & Stations.
- In the Company Settings find Order Activity Reactions and click the ellipses in the Value column to open the Order Activity Reactions window.
- Select Always show the Job panel on open Customer Orders. When selected, all customer orders will show the Job details by default.
You can now open an identifier link in Line Item Details. Simply click the identifier type while holding down the Ctrl key, and the linked file or webpage opens.
January 2022
FrontLine 6.7.045- January 25, 2022
FrontLine can now send email compositions to a web browser window to be mailed via a Google Workspace or Gmail account. Your Return EMail address in System Users must correspond to your Google address, and you will have to log in to your Google account in the browser if you haven't already.
FrontLine opens an email composition window in the browser with the recipients, subject, and body text, and provides a box that you can drag and drop on the browser to add all the attachments. For multiple emails, like recurring billing, you will have a separate email composition window open for each email in the batch.
To use this method instead of SMTP, the Mail Relay in Locations should be set to:
https://mail.google.com/mail/u/%0:s/?fs=1&tf=cm&source=mailto&su=%1:s&to=%2:s&cc=%3:s&bcc=%4:s&body=%5:s
FrontLine opens an email composition window in the browser with the recipients, subject, and body text, and provides a box that you can drag and drop on the browser to add all the attachments. For multiple emails, like recurring billing, you will have a separate email composition window open for each email in the batch.
To use this method instead of SMTP, the Mail Relay in Locations should be set to:
https://mail.google.com/mail/u/%0:s/?fs=1&tf=cm&source=mailto&su=%1:s&to=%2:s&cc=%3:s&bcc=%4:s&body=%5:s
FrontLine 6.7.044- January 5, 2022
You can now add multiple parts to a service order using a Bill of Materials. The Bill of Materials Package Content Selector window includes an option to link with one click all the parts selected to a repair unit on the order.
You can now set a Maximum resource costs labor hours per order. When the order has more resource cost labor hours assigned than the maximum, you will see a warning when invoicing.
- Point to Setups and click Company & Stations.
- In the company settings filter at the bottom of the window, type “max” to filter for the Max Resource Labor Hours setting.
- In the Value field, enter the maximum number of labor hours per order you would like to allow in resource costs.
- FrontLine notifies you before checkout if the total hours in Resource Costs exceeds this threshold, and directs you to the line with the largest number of hours.
There is a new option to look up items by stock number and description. FrontLine will search both stock number and description for matches when you type into the ScanCode field and when you click the Item Lookup button.
- Point to Setups and click Company & Stations.
- In the company settings filter at the bottom of the window, type “lookup” to filter for the Lookup Options setting.
- Click the ellipses in the Value column to open the Lookup Options window.
- For Scan Auto Lookup, select Both Stock and Description.
There is a new feature to copy warranty dates into additional fields when entering warranties. When selected, this option copies the parts expiration date entered by the user to services and charges expiration dates if the other expiration dates are blank and the standard warranty for the item includes coverage for services or charges.
- Point to Setup and click Company & Stations.
- In the Company Setting Return, Repair, Unidentified, click the ellipses in the Value field to open the Return, Repair, and Unidentified Options window.
- Select the checkbox to "Copy Unit Warranty Parts Expiration Date entered to blank Services and Charges Expiration Dates"
You can now change User Options and Access Profiles in the System Users window without needing to log in as the system administrator. Assign a Modify permit for the Security context in the Setup class to give this permission to users.
You can now sort the item locations view in the Scan Match window. In Scan Match, click Locations. Sort the grid by clicking column titles.
You can now delete the Terms on Vendor Invoices to manually set the Invoice Date and Due Date for special cases. If terms are present, FrontLine determines the Due Date based on the Invoiced Date.
The Desc1 field in Items Maintenance has been expanded to 160 characters. Use this to add longer descriptions without needing Desc2 and Desc3.
December 2021
FrontLine 6.7.043- December 16, 2021
There is a new flag in Setup/Identifiers. Select the !Warr flag to indicate that the identifier is required on line items that are covered by a warranty or service contract.
When selecting a job for an order, the jobs selection list is now filtered. In the Customer Order window, click the drop down arrow for Job ID, and the list shows jobs specific to the customer on the order and jobs not assigned to any customer.
November 2021
FrontLine 6.7.042- November 16, 2021
When selecting a job for an order, the jobs selection list in the order window now only shows jobs specific to the customer on the order.
FrontLine 6.7.041- November 15, 2021
This release contains maintenance updates.
October 2021
FrontLine 6.7.040- October 30, 2021
You can now create statements that group by periodic invoice. In Receivables Statements, select the sticky option Group by Periodic Invoice to summarize statements by periodic invoice. The resulting statement will sum all receivables for each periodic invoice and report it as one line.
There is a new Search By selection in Order Lookup. Select Pending Web Orders to view pending orders imported from the Shopify integration.
You can now add line items to Web Orders at zero price. You will see a confirmation when adding these lines to Web Orders, and these lines can also be voided. To do this, give security under the access profile of the user in class Customer Orders. For the new context Add Items to Web Orders, give ADD permits.
FrontLine 6.7.039- October 19, 2021
There is a new feature to compare security access profiles. In Setup/Security, select Access Profiles. Click Compare in the top toolbar and choose Report All Contexts or Report Differences. FrontLine creates a report showing all security contexts for each access profile, or showing differences between access profiles.
FrontLine 6.7.038- October 8, 2021
This release contains maintenance updates.
September 2021
FrontLine 6.7.037- September 29, 2021
FrontLine now rechecks for any retired addresses assigned to the order before checking out or completing an order. If any are found the user is notified and the process stops.
FrontLine 6.7.036- September 17, 2021
This release contains maintenance updates.
FrontLine 6.7.035- September 2, 2021
This release contains maintenance updates.
July 2021
FrontLine 6.7.034- July 1, 2021
There is a new option in the Company Setting for the AvaTax Configuration. Select Exclude All Purchasing to exclude from AvaTax all transactions that take place in the Purchasing window. This includes Work Orders and Purchase Orders as well as the other transactions that are always excluded, Transfers, Adjustments, and Vendor Return Authorizations.
June 2021
FrontLine 6.7.033- June 21, 2021
This release contains maintenance updates for FrontLine and the Avatax integration.
FrontLine 6.7.032- June 3, 2021
This release contains maintenance updates.
April 2021
FrontLine 6.7.031- April 23, 2021
Scheduler events now have a Notification field that is not yet active. This field is for upcoming development with Mobile Connect, to indicate the number of minutes prior to the event that the participants should be notified by the Mobile Connect App. To set no notification, enter NONE in the notification field.
Enter up a default notification time (in minutes) in the Company Setting, Scheduler Notification. If no default is set, and no value entered on the event, FrontLine defaults to 15 minutes.
March 2021
FrontLine 6.7.030- March 2, 2021
There is now an Equivalents tab in Items maintenance. Click Add Equivalent to look up and add equivalent stock items. Equivalents may be used to cross reference equivalent equipment for rental or sales. When you add equivalents to a stock number, the same equivalents appear on the equivalents lists for all stock numbers you add. FrontLine raises a notice against adding equivalent items that mismatch. A mismatch is when the item you choose has different item type flags than the current item for Inventory vs Service vs Charge, Recurring Bills, or Set Eligible.
The rental Reservation window offers Equivalents when you start a reservation from a blank line item. After choosing a stock number, click Equivalents to see a list of equivalent equipment. Select an equivalent with either a double-click, or select and press the Enter key.
February 2021
FrontLine 6.7.029- February 25, 2021
You can now open Rental Reservations before creating a line item.
Short Term rentals is now streamlined with a keystroke shortcut. Use Ctrl+' on a blank customer order to flag it as a short term rental and assign the workstation's rental location. Use Ctrl+' again to open the reservations window.
- Start a transaction by entering a customer and selecting a rental location.
- On a new line item, right-click and select Reservations. The Reservations window opens.
- Type the stock number of the item to be reserved in the Reservation window, or type a partial stock number and press the Enter key to open items lookup.
- Select the item and enter a quantity to check availability. If quantities are not available, change the stock number in the Reservation window to see availability of other items.
- Once you select an item, right-click in the projected quantities lines to select a begin and end date, and click Save to add it to the order.
- When a reserved line item is added to a blank order with a blank order Scheduled date, FrontLine sets the order Scheduled date to the reservation begin date of the line item.
Short Term rentals is now streamlined with a keystroke shortcut. Use Ctrl+' on a blank customer order to flag it as a short term rental and assign the workstation's rental location. Use Ctrl+' again to open the reservations window.
FrontLine 6.7.028- February 24, 2021
There are some new features in short term rentals to streamline order entry and rental returns.
When creating a new short term rental, line item Periods now defaults to the number of days between the short term rental order Scheduled (Start) and Fulfilled (End) dates. Changing the order Start or End dates after adding rental lines will not change existing line item periods, but periods that differ from the order period are highlighted.
When creating a new short term rental, line item Periods now defaults to the number of days between the short term rental order Scheduled (Start) and Fulfilled (End) dates. Changing the order Start or End dates after adding rental lines will not change existing line item periods, but periods that differ from the order period are highlighted.
When you return rental items on an open short rental order that has been invoiced:
- You will not see the "Only Non-Qualifying Matches Found" question.
- If a Scan Code matches the identifier of a unit that was rented on the order, then Frontline accepts it without showing the Scan Match window to allow quick returns.
- When you increase the quantity on a rental return line, the Line Item Details opens with your cursor in the Scan Code field. The text is highlighted for quick overwrite by your barcode scanner to allow a quickscan of returns.
FrontLine 6.7.027- February 18, 2021
This release contains maintenance updates.
FrontLine 6.7.026- February 11, 2021
This release contains maintenance updates.
January 2021
FrontLine 6.7.025- January 26, 2021
The Substitute field in Items maintenance now displays the stock number rather than the item ID.
When adding equipment to a service contract, the Show other customer equipment option now excludes equipment that is Out of Service.
Costing values shown in the Invoice/Check-In/Out window are now displayed in parenthesis to indicate negative numbers for return and adjust-out transactions.
The Receive function is no longer available for transfer line items. To pick inventory to transfer, click Details in the bottom toolbar to open the Line Details window. Then click Lookup to pick the inventory for the transfer order.
FrontLine 6.7.024- January 5, 2021
You can now quickly return multiple rented units on a single rental return line.
- After entering a return line, the cursor moves to the quantity field.
- If you increase the quantity for an item that has unique identifiers, the Line Item Details window opens.
- Your cursor rests in the ScanCode field in Line Item Details. Quickly return multiple rented units by scanning them.
There is a new selection in User Options. Select User Agent Priority on New Lines so new order lines created by the user default to the user’s agent instead of the customer's agent or the order agent.
December 2020
FrontLine 6.7.023- December 16, 2020
This release contains maintenance updates for the AvaTax integration.
To allow a user to reuse a Vendor Reference in the Purchase Order window or to reuse a Customer PO in the Customer Order window, assign the Special access level.
- Log in as System Administrator.
- In Setup/Security, click Access Profiles.
- Select an access profile and in the Customer Order class, type special in the PO Access Level. In the Purchase Order class, type special in the Vendor Ref Access Level.
FrontLine 6.7.022- December 4, 2020
This release contains maintenance updates for the Shopify integration.
November 2020
FrontLine 6.7.021- November 19, 2020
You can no longer void a scheduled line item that has parts, labor, and repair units imported from Mobile Connect. You must void the line items that were added by Mobile Connect before you can void the scheduled line.
There is a new security context in the Third Party class called Send POs to MOL. This context controls access to this function from the Third Party section. The security defaults to none to block access to Send POs to MOL.
Web Orders have been enhanced to enable the Shopify integration.
There is a new security context in the Third Party class called Send POs to MOL. This context controls access to this function from the Third Party section. The security defaults to none to block access to Send POs to MOL.
Web Orders have been enhanced to enable the Shopify integration.
September 2020
FrontLine 6.7.020- September 24, 2020
Mobile Connect labor entries that have no hours logged are no longer imported until the following day. This allows technicians a full day to complete their labor entry. If there are still no hours on the labor line the next day, it is imported with a default of one hour, as before.
If you invoice an order that has Mobile Connect labor lines that are not yet imported, FrontLine now warns you and confirms that you want to invoice the order without these lines.
FrontLine 6.7.019- September 16, 2020
Region has been added to the lookup results grid and as a Filter By selection in Location Lookup.
This release contains maintenance updates.
FrontLine 6.7.018- September 11, 2020
When you void an order, payment lines with declined tenders will remain on the voided transaction, for reference.
FrontLine now shows the user the response message from Authorize.net when a credit card transaction seems approved, but has not been assigned a Transaction ID. FrontLine also declines an approval with no Transaction ID.
Recurring Billing now sets the end date of a bill to one day before the next billing period instead of the first day of the next billing period.
FrontLine now shows the user the response message from Authorize.net when a credit card transaction seems approved, but has not been assigned a Transaction ID. FrontLine also declines an approval with no Transaction ID.
Recurring Billing now sets the end date of a bill to one day before the next billing period instead of the first day of the next billing period.
When a line that is attached to a Scheduler Event is invoiced, the Event status flag is changed to Completed, since changes to that event can no longer be made.
July 2020
FrontLine 6.7.017- July 27, 2020
In Recurring Billing Output, the default PDF file name is now Bill_nnnnnnnn.pdf (nnnnnnnn is the OrderID) when Print One or eMail One is used, or when Print All is used and there is only one bill in the batch.
FrontLine 6.7.016- July 22, 2020
The Location Group selection in Scheduler now filters by the agent’s location rather than the event’s location. This occurs on the Scheduler board, To Be Scheduled list, and the Resource Summary view.
There is a new report group, Related to an Inventory Valuation (RRIV). Once these reports are added, right-click on a selected valuation in the Inventory Valuation window to access the menu selection Reports Related to an Inventory Valuation. Reports in this group use the selected valuation for reporting.
FrontLine 6.7.015- July 7, 2020
This release contains maintenance updates.
June 2020
FrontLine 6.7.014- June 17, 2020
The shortcut key used to browse for a file has changed from F3 to F5. This applies to browsing for a file to create an identifier link in Line Item Details and the Identifier Documents window, and for browsing for folders in Locations maintenance.
FrontLine 6.7.013- June 10, 2020
Step 2 of Recurring Billing now checks to see if an Item Tax Category is missing from the applicable Tax GeoCode.
Images uploaded from Mobile Connect can now print on forms. The best layout is one image per output page with the caption at the top. Contact support@ormandysoftware.com to request images be added to your forms.
Images uploaded from Mobile Connect can now print on forms. The best layout is one image per output page with the caption at the top. Contact support@ormandysoftware.com to request images be added to your forms.
FrontLine E-Mail helper now has an Add Images function. Click the Add Images button to view and attach images from the order or customer.
You can now use the Copy to Local Storage feature on Apple devices. When printing a form or saving a report while on a remote desktop connection, FrontLine now checks for a local "Documents/FrontLine" folder that the official Microsoft "RD Client" on the iPad and iPhone can provide. To enable this, the RD Client connection must enable "Storage" under "Device & Audio Redirection," and you must create a "FrontLine" folder on your local device in your local "RD Client" folder. When this folder is present, FrontLine offers to save a copy of forms and reports in this local folder.
April 2020
FrontLine 6.7.012- April 30, 2020
When you are in the value field of a free-form text identifier, key F3 to browse for a local file to create an identifier link. Since identifiers are limited to 60 characters, your file pathway is also limited to 60 characters. This feature assists you when linking documents and images to orders and equipment.
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There are three new report groups: Related to a Customer Order, Related to a Purchase Order, and Related to a Periodic Invoice Batch.
When you put a report in one of these groups, it will be available via the drop-down arrow next to the Print button in the Customer Order, Purchase Order, or Periodic Invoice window. This feature gives you access to specific reports from within Customer Orders, Purchase Orders, or Periodic Invoicing. After you add new reports to these report groups, they are available the next time you log in. This feature also pre-fills report parameters from the open transaction. For example, if Order Number, Item Number, Entity, Address, or Periodic Invoice Batch is a query parameter for the report, it is filled from the open transaction. If all parameters are filled this way, the report runs without prompting for any query parameters. Report results are displayed in the Reports window and can be exported. |
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FrontLine 6.7.011- April 15, 2020
You can now attach a purchase freight line to a specific tangible line item to indicate that those freight charges are entirely for the landed cost of that one line. On a PO, select the purchase freight line, right-click, and select Assign Freight in the context menu. Choose the line item to assign the freight.
Purchase freight that is NOT line-specific is distributed (weighted by unit cost) between all line items on a Check-In. If both assigned and non-specific freight are in one check-in, the unit with specific freight gets both that freight cost and a fraction of the non-specific freight added to its landed cost.
Purchase freight that is NOT line-specific is distributed (weighted by unit cost) between all line items on a Check-In. If both assigned and non-specific freight are in one check-in, the unit with specific freight gets both that freight cost and a fraction of the non-specific freight added to its landed cost.
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There is a new Item Type flag for Assigned Price. When this flag is selected, an Assigned Price identifier value is required when checking in received inventory.
When this unit is selected for sale on a customer order, FrontLine sets the line item price to the Assigned Price value. You can override the Assigned Price by changing it on the customer order. Special Ordered units are not assigned a price at receiving, since the price is already set on the customer order before purchasing. You can change the price of a special ordered unit on the customer order. |
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March 2020
FrontLine 6.7.010- March 27, 2020
A new Bill Frequency of 10 months has been added.
Location Groups have been added for scheduling and dispatch. Create a list of location groups in Setup/Lists, and assign these location groups to your locations.
Once Location Groups are set up, they appear as a filter in the Scheduler board. Select one or more Location Groups to see only agents assigned to the locations in the selected location groups.
The Location Groups selected to filter the scheduler board are preselected on new Scheduler Events to filter the participants list.
Scheduler Event Lookup can also be filtered by Location Group.
Location Groups and Regions are now sorted alphabetically in Scheduler. When new location groups are added, they are inserted alphabetically into the list, so users should reselect their location groups. 128 location groups are saved after logoff.
FrontLine 6.7.009- March 11, 2020
Late Fee Billing no longer submits to AvaTax.
A Region selection has been added to Scheduler Event Lookups. Select a region to limit your search to the locations in that region.
In the Scheduler Event window, if an event is part of a recurring sequence and not yet associated with an order, then the order associated with the lead event (if any) appears in bold text in the list of orders.
An 18 Month bill frequency has been added.
February 2020
FrontLine 6.7.008- February 10, 2020
Late Fee Billing has been revised to no longer subtract open credits and payments. Be sure to apply open credits and payments before running late fee billing.
Receivables that are less than one dollar are now excluded from Late Fees.
When a recurring bill has a Bill-To address that is assigned a Bill-To Other customer, tax exemption on the recurring bill now matches the Bill-To Other customer rather than the Bill-To address on the ESet.
Receivables that are less than one dollar are now excluded from Late Fees.
When a recurring bill has a Bill-To address that is assigned a Bill-To Other customer, tax exemption on the recurring bill now matches the Bill-To Other customer rather than the Bill-To address on the ESet.
January 2020
FrontLine 6.7.007- January 13, 2020
Physical Count exports now include descriptions 2 and 3 from the Item file.
When the Company Setting Use Special Cost for Commissions, when available in Cost Options is not selected, The Order Totals window will not use special order costs (c.cost and resource cost) to calculate margins.
When the Company Setting Use Special Cost for Commissions, when available in Cost Options is selected, Miscellaneous item margins are calculated using the special order costs (c.cost and resource cost), if available. When not selected, Miscellaneous items margins are calculated using the Standard Cost, if available. If no standard costs exist, special order costs are used.
When the Company Setting Use Special Cost for Commissions, when available in Cost Options is selected, Miscellaneous item margins are calculated using the special order costs (c.cost and resource cost), if available. When not selected, Miscellaneous items margins are calculated using the Standard Cost, if available. If no standard costs exist, special order costs are used.
December 2019
FrontLine 6.7.006- December 11, 2019
More function has been added to the access permits in the Setup class.
- Users with access to Security can now open System Users to change a user’s Real Name, Label Set, Agent, and Email.
- Users with security for Access Profiles can make changes to access profiles.
- Users with security for Identifiers can now create and edit identifiers.
A log has been added to keep track of user sign-in.
November 2019
FrontLine 6.7.005- November 21, 2019
This release contains maintenance updates.
FrontLine 6.7.004- November 6, 2019
There is a new Company Setting in Lookup Options. Select Include agent name in Agent values to see the agent name in both the search results and Search By list in lookups.
FrontLine 6.7.003- November 1, 2019
This release contains maintenance updates.
October 2019
FrontLine 6.7.002- October 11, 2019
Some changes have been made for ease of use in Scheduler:
- In Scheduler, the task list of To Be Scheduled events now excludes events marked “Closed”. This list will no longer display events that are connected to an invoiced order.
- The Scheduler Event Lookup now includes two new Search By selections. Search by Agent to select an agent’s initials from the drop-down selections. Search Events not linked to Orders to view only events that are not connected to a transaction.
- When attaching an event to an order, the order note subject now appears in the selection list.
The recall list in the Order window has moved to the top toolbar. Click the drop-down arrow next to the Orders button to reveal the list of recently opened orders. This list now includes the customer name, order status, and one of the following symbols to help identify the correct order.
- Rental order- a yellow RENT sign
- Return order- a curved red arrow
- Payment order- a check and coins
- Service order- a red cross
- Customer Order- a stack of papers
- Purchase Order- a single paper
You can now open the Purchase Order window from within the Customer Order window. Click the drop-down arrow next to the Orders button in the top toolbar, and select Go To Purchasing at the bottom of the recall list. The Purchase Order window opens, and you can work in both windows side by side. When you close the Customer Order window, the Purchase Order window will also close. Note: the Auto Generate Purchases window does not include demands from Customer Orders that are open in Edit mode.
Additional changes have been made to the AvaTax integration:
- AvaTax text has been revised to display “Recalculate Taxes” and a green bar when no changes have been made to the order since taxes were calculated.
- If an On Account or Card tender is 1 cent off from the needed amount when invoicing, FrontLine will now adjust the tender by 1 cent. This accommodates AvaTax invoice taxes on partial invoices that do not add up to the total order taxes estimated by AvaTax due to rounding differences.
Changes have been made to the Payeezy integration:
- Payeezy card refunds now attempt a VOID transaction before a REFUND transaction. To use this feature, a return of the original order should be created.
- When you create a partial return of an order that was tendered with a credit card, you can select the card tender for the return payment. Right-click on the payment line, hover on Card Refunds, and select the card tender. If the return is greater than the original tender, the tagged return will be rejected by Payeezy. If this occurs, manually enter a credit card or other tender for the return.
September 2019
FrontLine 6.7.001- September 13, 2019
Security has been enhanced for new Mobile Connect and Customer Portal features including access to logs and Customer Portal user management.
This release also contains maintenance updates.
FrontLine 6.7.000 - September 3, 2019
When you select the User Option “User Agent priority on new orders”, when a customer is entered on a blank order, the user’s agent is assigned as the order agent. If the user has no agent, the customer’s agent is assigned to the order. Once an order has line items, if the customer is changed on the order, the order agent is not updated.
If “User Agent priority on new orders” is not selected, when a customer is entered or changed on the order, the order agent is changed to match the customer's agent.
If “User Agent priority on new orders” is not selected, when a customer is entered or changed on the order, the order agent is changed to match the customer's agent.
There is a new Company Setting called Cardholder Requirements. Click the ellipses in the Value field to select which cardholder information fields are required to process credit card transactions. The default requirements are CVV and Postal Code. (For Payeezy, FrontLine will require CVV and Cardholder Name even if they are turned off in the company setting.)
The QuickFind window that opens when you select "Find" in a context menu now provides options “Begins with” and “Contains text” in some cases. Select “Begins with” and FrontLine will search for your typed text at the beginning of values. If you select “Contains text”, FrontLine will look for a match to your typed text within values. For example, when you type 551, “Begins with” would find 5512232, and “Contains text” would find 28155129.
You can now open the Receivables window directly from the customer order. Click the arrow in the Customer Number header to access the drop-down menu. Select Receivables to open receivables for the customer. You must have security to access receivables for this selection to appear.
Additional changes have been made to AvaTax processing to reduce the number of tax requests:
- You can now print forms without submitting an AvaTax update if the order is Exempt and the current tax total is zero.
- When taxes are out-of-date, the Recalculate Taxes banner appears grey.
- When taxes are up-to-date, the Recalculate Taxes banner appears green.
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When creating package items manually, you can now copy a package group. In the Package window, select a line and click Copy Group in the toolbar.
Lockbox Import has been added to the Third Party selections in the Welcome window. This button launches a program to import lockbox files of a specific format. For file format requirements, contact support@ormandysoftware.com.
June 2019
FrontLine 6.6.064- June 25, 2019
Some changes have been made to AvaTax processing to reduce the number of tax requests.
- Order taxes are no longer calculated when an order is opened.
- Order taxes are paused while making changes to orders.
- A red banner above the line items and a red shading in the Taxes field indicate when taxes on the order are out of date.
To request taxes from Avatax, click Recalculate Taxes in the red banner.
Order taxes are submitted to AvaTax automatically under the following conditions:
Invoice taxes are requested for every invoice, as before.
Order taxes are submitted to AvaTax automatically under the following conditions:
- When you add a tender using a hypen or minus sign in the amount field to indicate a tender for the order balance total.
- When you enter or change a cash tender.
- When you click Confirm to invoice the order.
- When you click Print to print an open order.
- When you click the total header to open the Order Totals window.
Invoice taxes are requested for every invoice, as before.
FrontLine 6.6.063- June 10, 2019
When Return Next Scan is used in Fast POS mode, Item Action opens so you can choose Return, Repair, or Exchange. This allows a point of sale workstation to create repair transactions.
May 2019
FrontLine 6.6.062- May 22, 2019
The Receive Date and Time Override in the Receive window has been removed. To override the receiving date, change the Created date in the Check-In window. This date is the date used for both Inventory Transactions and Inventory Valuation.
FrontLine now records and shows the user who created or changed an Export to MOL and a Tax Report.
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FrontLine now imports signatures collected by Mobile Connect as line item signatures. If a line item that was imported with a signature is voided, then the line item signature is deleted.
FrontLine imports a signature collected on the Event to the line item linked to the scheduler event.
FrontLine imports a signature collected on the Event to the line item linked to the scheduler event.
April 2019
FrontLine 6.6.061- April 24, 2019
FrontLine now displays more of the Payeezy response to help users determine why a transaction was declined.
The Payeezy Transaction ID now displays in the Verify Code column of collected card payment lines on an order. For refund transactions, “RETURN” is recorded instead of a new Transaction ID.
The Payeezy Transaction Tag displays after the 4-digit card number fragment in the Account Number column.
Technician licenses have been upgraded to include new features.
Now technicians:
Now technicians:
- can open a blank customer order window from the scheduler board
- can create service orders and service quotes directly, without a scheduler event
- can open existing sales and service orders to modify them
FrontLine 6.6.060- April 10, 2019
The Item Cost field in Resource Cost has been renamed Item Unit Cost, for clarification.
When a customer order is returned, and you recreate it with the Redo Order function, FrontLine now relinks the special order lines to the original POs. If this new order is voided, the special order links will be lost.
You can now lock budgets on Jobs. Select the checkbox for Budget Locked to stop FrontLine from automatically adding to budgets when new lines or orders are added to the job.
- When budgets are locked, any blank Budget Quantities in Resource Costs for line items that are part of this job will be set to the current line quantity, or zero if the line is voided.
Changes to line item quantities will not change the job budget quantity unless a user changes the Budget Quantity in Resource Costs. - The Budget Quantity in Resource Costs is set to zero (0) for line items added to customer orders that are part of this job.
- Assigning a customer order or line item to a Job with Budget Locked raises a confirmation before locking the budget quantities of the order or line item.
- Once a budget is locked, all the orders attached to this job display the Job Budget is locked banner in the Job section at the top of the order.
The default column arrangement of Job Details in the Jobs window has been changed for ease of use. To change your custom arrangement to the new default, contact support@ormandysoftware.com.
The System Users administration window now provides sorting by column. Click the column title to sort. There is also a filter at the top right of the window that filters entries in the User Name, Real Name, and Return Email fields.
February 2019
FrontLine 6.6.059- February 21, 2019
When you use Redo as Quote, Order IDocs and Customer PO number are now cleared on the new quote.
Customer Orders now assigned an estimated cost to line items. This Budget Cost, or B.Cost, is the best estimate of the cost at that time.
- This B.Cost appears as the Default Budget Unit Cost in Resource Costs, and is used for budgets in Jobs. You can override B.Cost by entering a budget Unit Cost in the Resource Costs dialog box. This field is only available when the order is assigned to a job.
- B.Cost is based on the inventory costing method on the item file, unless it is unit actual, in which case it uses Average Cost. If the inventory costing method is not available, it defaults to Standard Cost.
- When an order is created from a quote, the new order copies B.Costs from the quote instead of creating Budget Unit Cost values in Resource Costs.
- Budget quantities default to the line quantity.
- When making changes to line quantities that are not part of the budget, be sure to enter a quantity in the Job Budget Quantity field.
- When adding change order lines to a transaction that you do not want included in budgets, enter a zero in the Quantity field in Job Budgets.
The Job Details display has been enhanced to show all orders and returns associated with the job.
- Returned orders are assigned to the job automatically, and all job and phase designations copy to the return.
- Return lines appear in red writing in the Job dashboard, and have a return arrow symbol in the Line column.
- If you do not want to see a transaction in the Jobs dashboard, clear the Job field on the order to remove it from the display.
- Budgets from the original transaction also copy to the return order, assuming a budget quantity equal to the quantity returned. These budgets can be manually adjusted before completing the return.
- If you would like to add job details to returns on old jobs, contact support@ormandysoftware.com.
In the Receivables window, the status bar at the bottom of the window now displays the receivables Comment of the selected row.
Closed receivables now include Paid Transactions. These appear with a grey shading, and the order type Paid Transaction. Tender types received appear in the comment of the row. To see tender details, open the order and click Payments. If you cancel a tender, the Paid Transaction line will reflect the total of paid tenders remaining on the order. If canceled tenders and amount net to zero, the Paid Transaction line is replaced by a Receivable Invoice line.
January 2019
FrontLine 6.6.058- January 18, 2019
Jobs reports can now be separated into their own report group.
In Setup/Lists, choose Report Group. Add the job category using 00001000 as the ID, J_ as the prefix, and Jobs and the group name. All job reports should be renamed with J_ as the name prefix.
You can now collect credit card tokens for later payments when using the Payeezy integration.
To record a token for paying future orders and invoices:
To record a token for paying future orders and invoices:
1. In Customers maintenance, click the ellipse next to the Credit Limit field to reveal the Credit Card field. Enter the credit card number and press Enter to save this card for payment of future transactions.
2. The Cardholder Information window opens to prompt for expiration date, cardholder name, CVV, zipcode, etc. Click Proceed to get a token.
3. Once a token is created, it is saved in FrontLine in place of the card number. The token itself is not a usable card number. The last 4 digits of the card and expiration date are saved on file for your reference. This field appears yellow if the expiration is within a month, and pink if less than one month away.
To pay using the card token on file:
1. In the Order window, click Payment in the top toolbar. In the Account Number field, enter a hyphen and press Enter. This will bring in the token card information.
2. The token card type, last 4 card digits, and expiration appear in the payment fields.
3. Click Confirm to complete payment verification. When processed, the card on file is charged.
To collect a token for a recurring bill payment:
1. In an open customer order, enter the customer on the order. Click ESets in the top toolbar, and the Contracts window opens. Select the tab for the bill you would like to pay by card, and enter a credit card number in the Credit Card field.
2. The Cardholder Information window opens to collect the expiration date, CVV, name, and zipcode. Fill in the information and click Proceed.
3. Once tokenized, the credit card field stores the last 4 digits of the card and the expiration date. When you run recurring billing, the bill created from that ESet will use that credit card token to process the payment during Step #3 of bill creation.
