Pacific Solutions JobRunner and FloorManager v23 Patch Notes - v23b8.1 to v23b8.3

These historical patch notes cover JobRunner and FloorManager v23b8.1 through v23b8.3. The descriptions and product availability reflect the original v23 release cycle.

System enhancements and new features are ongoing with Pacific Solutions management systems. We recommend assigning an internal education administrator to review release information and communicate relevant changes to employees.

Preparing for an update

Before updating your management system, we recommend that your internal education administrator:

1. Read the release notes and identify significant changes that may affect daily workflows.
2. Review all release notes issued since your currently installed version.
3. Watch available training videos to understand each enhancement.
4. Discuss relevant changes with department heads and update internal procedures as needed.
5. Follow Pacific Solutions update instructions. After updating, review Personnel Access Levels in Admin for new settings.

Patch Release v23b8.1

1. A new FloorRight integration process has been introduced. Users can review data on an import screen before importing and add takeoff details to an existing proposal.
2. A new RFMS Measure integration process has been introduced. Users can review data before importing and add takeoff details to an existing proposal.
3. A new Estimat-All integration process has been introduced. Users can review data before importing and add takeoff details to an existing proposal.
4. A new Measure Square integration process has been introduced. Users can review data before importing and add takeoff details to an existing proposal.
5. Tableau cleanup tools have been expanded to include proposals and sales orders.
6. XLSX spreadsheet importing has been introduced for proposals. Users can import proposal details from a template XLSX file.
7. The Work Order print preview screen has been improved for a clearer user experience.
8. JobRunner Project Controls have been enhanced to remove older validation messages received by some clients.
9. Adding attachments directly to a work order has been improved. The Add New arrow has been moved from the line level to the tab header.

Patch Release v23b8.2

1. Mission Control filters have been added for Ship To and Sold To address information.
2. Customer Payments has new workflow changes. 

   1. A new popover menu displays when navigating to Customer Payments from the Navigator or bottom navigation bar.

      Users can select Find Payment, Find All Payments, or New Payment.

      This menu does not appear when using the Transfer function to create a new payment.

   2. Users can now calculate a payment total by selecting the invoices being paid.

      As invoices are selected, their amounts are added to the Payment Amount field. This helps reconcile the selected invoices to the payment total.

      The previous payment entry method remains available.

   3. A Merchant Fee column has been added to the Payment Spread tab.

      This column supports integrated card processing with Cyncly Pay. It remains visible even in systems that do not use Cyncly Pay.

3. The CCA Gateway product pricing integration can now use everyday and sale pricing when setting product margins.
4. PS Mobile has an updated user interface with a more modern appearance. Functionality remains unchanged.

5. The Vendor Accounts Payable list view now includes additional filter fields in the header.

   For example, after finding all Accounts Payable records for a project, users can filter the results by Vendor, AP Status, Accepted Status, and Material PO Status.

6. Vendor Bills now includes an additional Misc section containing an Activity Log.

   The Activity Log records actions and identifies the person who performed each action.

7. JobRunner Only: A new search checkbox allows users to find change orders that have been accepted but not approved for billing.

   The checkbox is available on the Orders Find screen and can be combined with other search fields.

   Results can be exported using the CO Accepted, not approved export option.

8. JobRunner Only: An additional Project Control permission allows users to modify material and labor descriptions after unlocking a job.
9. Personnel Access restrictions now allow users to view purchase orders without permission to mark them as ordered.
10. The CRM Activities tab now includes activities from related documents and tabs, including both pending and completed activities.

11. The Sales Analysis Invoiced Report now includes an additional Export 2 option.

    This exports data using the legacy Version 2 format. Report filters have also been improved.

12. Sales and Use Tax Report: The new report is active and will be enabled when Pacific Solutions updates your system. 

    Jobs already in progress will continue using the previous tax report. New jobs will automatically transition to the new report once it is activated.

    Review the Sales and Use Tax Liability Report 2024 for more information.

    Important: Review the new report and become familiar with how taxes are handled by both reports during the transition.

13. The Claims module now allows a separate labor General Ledger account to be mapped for income statement posting.
14. Product Structures with existing activity can no longer be deleted.

15. The Profits tab now provides clearer information about self-assessed tax amounts versus costed tax amounts.

    Self-assessed tax is included in material landed cost for projects as an anticipated pass-through cost.

16. Transferring a work order quantity that exceeds the corresponding job line quantity is no longer allowed. 

    Create a separate job line if additional labor quantity is required. Contact Pacific Solutions Support if guidance is needed.

17. Transfers from Request Measure to Opportunities now include Ship To address information.

18. Warehouse Management Mobile now excludes expired inventory items from searches by default.

    Users can select the appropriate checkbox to include expired inventory.

19. PS XLSX importing into proposals is now available.

    Users can import proposal lines from a specifically formatted XLSX template.

20. Estimation imports can be performed repeatedly on proposals that have not been transferred to a sales order. 

    Once a proposal has been marked as transferred to a sale or job, additional estimation imports are no longer permitted.

21. Cyncly Pay integrated payment processing entered live beta testing during this release.

22. Important - New General Ledger account: A new account, 7.7.7.7 Merchant Fee Suspense, will be added automatically during the update. 

    Action required: You MUST change the account number to match your organization's current asset account numbering sequence.

    This account was introduced in preparation for Cyncly Pay integration and is not used by other system functions.

    Do not manually post transactions to this account.

23. QuickSale payment options have been simplified. Credit card payments now appear as a single button. 

    After selecting that button, users can choose the payment type from the available options on the card information screen.

24. Bank Reconciliation now allows payments to be cleared by date, regardless of check number.

    Two options are available:

    • Clear Date Range
    • Clear Check # Range

25. The Bank Deposits selection screen includes new columns for Cyncly Pay:

    • Settlement Date
    • Payment Group
    • MID

    These columns were introduced in preparation for the Cyncly Pay integration.

26. Spec-ID now includes a setting that controls where imported notes are placed.

    Available destinations include Customer Notes, Installer Notes, and PO Notes.

    Configure this option using the Settings gear icon.

27. Inventory Transfer validations have been added.
    • The transferred quantity must be equal to or less than the verified quantity.
    • The transferred quantity cannot exceed the available quantity.

28. JobRunner Only: The Project tab now includes Trending Budget functionality in the expanded Project Budget and Cost Details view.

    Select More Details in the Project Job Analysis area to access the overall Project Trending Budget Analysis screen.

    This screen is similar to the Trending Analysis on the Profits tab and includes all lines across the project.

29. Sales Analysis Written and Invoiced reports now follow salesperson report restrictions.

    This allows additional users to run reports while viewing only their permitted sales data.

30. Integrated payments with Cyncly Pay were in beta testing at the time of this release.

Miscellaneous tweaks and fixes in v23b8.2

1. Corrected a Sample Checkout navigation issue where lines could unexpectedly return to the top of the sample list.
2. Corrected an Accounts Payable restriction involving stock material purchase orders and validation of delivery or posting dates.

3. Improved automatic locking behavior for non-revenue-recognition jobs.

   Personnel settings now better distinguish which locked-job exceptions apply to different job types.

4. Corrected an issue where ToDos created on customer records did not link properly to those records in the Dashboard.

   The system now prompts when a ToDo becomes orphaned.

5. Improved SY and LF calculations in Warehouse Management Mobile for certain products.
6. Removed a redundant workflow when entering bin numbers and using the camera in Warehouse Management through FileMaker Go.
7. Corrected a label printing issue affecting 4x6 job labels in some Warehouse Management Mobile systems.
8. Corrected an infrequent budget adjustment issue in legacy JobRunner versions.

9. Improved the JobRunner permission allowing labor costs to be looked up again on unlocked jobs.

   When Allow Rev Rec Job Labor Line Lookups is enabled, reselecting a labor type or description replaces the existing labor budget with the newly looked-up cost.

   Important: This permission is not recommended because it can introduce unwanted historical changes to WIP reporting.

10. Corrected an issue affecting inventory refreshes using an As Of Date on the Inventory Analysis Report.
11. Improved B2B importing for Beaulieu.
12. Corrected missing barcodes on bin labels when using Warehouse Management Mobile through WebDirect.
13. Improved performance between Product Catalog and Proposals.
14. Improved Spec-ID functionality involving imported lines, Product Catalog links, width and length entries, and unexpected merging of style information.
15. Improved the Purchases by Fiber report.
16. Corrected an issue where JobMail was not always copied when using the Copy Quote function.

17. Improved salesperson restrictions when navigating from Customer Sales History to Sales.

    The system now follows the restriction limiting salespeople to their own records.

18. Improved ascending and descending column sorting in Customer and Contact list views.

Patch Release v23b8.3

1. The entry person's name now displays on Customer Payments.

2. Customer Payments now includes a GL Summary button in the top navigation bar.

   This button displays the General Ledger postings generated by the system for the selected payment transaction.

3. Reminder: Customer Payments introduced a new workflow in v23b8.1.

   When accessing payments from the Navigator, users are prompted to select Find Payment, Find All Payments, or New Payment.

4. CCA changes involving drops and column reorganization have been accommodated in the B2B exchange.
5. Installer Accepted and Unaccepted reports now include an Export option when selecting the blue Continue button.
6. Installer Owed and Paid reports now include an Export option when selecting the blue Continue button.

7. All Web Help buttons in the system now direct users to the Help Center. 

   Register for access to the Pacific Solutions Help Center when prompted to access available knowledgebase articles and videos.

8. Warehouse Management Mobile WebDirect now displays a dropdown list for Bin Locations instead of a popout list.

   The dropdown uses the value list configured in Admin.

9. Warehouse Management Mobile WebDirect now supports type-ahead functionality in most fields.

10. A new alert has been added when applying customer discounts and setting gross profit margin (GPM). 

    If a proposal has a customer discount, using the GPM tab to set the margin triggers an alert explaining that the discount will reduce the GPM.

11. Project Invoice and Invoice Custom now include additional billing options when selecting the Remaining button identified by the pencil icon. 

    Available selections include:

    • All Remaining
    • Materials Remaining
    • Labor Remaining
    • Received
    • Delivered
    • Cancel

    These options allow remaining materials and labor to be billed separately.

12. FloorManager Only: A Project Manager field has been added to several areas.

    This free-entry field can be used for internal or external notation of the job's project manager. It does not use a value list.

    The field appears on the Customer record behind the Accounting tab and on Quotes, Sales, Purchase Orders, and Installer Work Orders.

    The Project Manager entered on the Customer record transfers to the related records.

    The value may be changed on an individual record without changing the Project Manager established on the Customer record.

13. FloorManager Only: The Admin setting Additional Cost Entries At Jobs & APs now controls the ability to add and delete additional costs on both jobs and the Accounts Payable Misc tab.

14. Mission Control now includes the Project Manager field.

    This field is included in all three Mission Control export options.

15. The Purchase Order header now includes an additional information column. 

    The new column organizes the Entry Person, Salesperson, and Project Manager information on the far right of the header.

16. The Installer Work Order header now includes the Project Manager field in both JobRunner and FloorManager.

17. Negative-value Installer Work Orders now follow the same processing workflow as positive-value work orders. 

    Negative work orders no longer automatically display as Paid.

    Use the Accept/Paid function to process and close negative work orders in the same manner as positive work orders.

18. Zoom Levels have been improved in the Personnel Access area.

    The zoom setting is now linked to the Admin zoom setting.

19. Scheduled Confirm Inventory and Confirm Jobs routines have been optimized to improve performance and reduce processing time.

20. JobRunner Only: Corrections to stock deliveries on percentage-completion jobs now validate the correction date. 

    The Undeliver date cannot be earlier than the original delivery date.

21. The Accounts Payable Payments screen now includes a Refresh button in the top navigation bar.

    Use this button to refresh older legacy data on the selected payment record.

22. Jengai was in beta testing at the time of this release.

Miscellaneous tweaks and fixes in v23b8.3

1. Corrected an issue where copying a proposal did not navigate to the newly copied proposal.
2. Corrected a restriction affecting customer creation from Opportunities and Proposals.
3. Corrected an issue where sending FloorRight data to a proposal did not always link the assigned Product Catalog items.
4. Improved G702/703 form printing to address instances where the second page was omitted.
5. Corrected a Product ID issue where changing a PID color without clearing the existing PID could cause incorrect stock material allocation.
6. Improved Warehouse Management Mobile validation of received quantities when the Quick Receive button was clicked multiple times.
7. Improved the display of Gmail messages in CRM Activities using plain text.
8. Corrected an issue where users with purchase order receiving permissions could receive an Access Denied message.
9. Improved selling price behavior in the More Lines layout.
10. Corrected ToDos created from Change Orders so the Created From field displays the correct Change Order number.
11. Improved JobRunner Locked Jobs behavior to reduce incorrect Access Denied messages.
12. Corrected the Carrier filter in the Warehouse Management Mobile Receive list view.
13. Improved accuracy of the Width and Length fields on Pick Tickets based on Product Structure.
14. Improved the relationship between Installer Work Orders and Accounts Payable to better validate how AP credits appear on work orders.
15. Improved page numbering on the Letter of Transmittal form.
16. Improved the display of Holdback Payments in the Accounts Payable Payment list.

17. Improved rounding when using job filters for Not Invoiced Labor Lines.

    This eliminates incorrect results for labor lines shown as not invoiced.

18. Enhanced Accounts Receivable invoice printouts to include invoice stamps.

    Itemized and non-itemized invoices now display selected invoice flags, such as Past Due.

Support and assistance

For questions about these historical patch notes or current update requirements, contact Pacific Solutions Support .

Support email: pacificsolutions-support@cyncly.com 

Original patch range: v23b8.1-v23b8.3