**** 18.0.2.8/19.0.2.8 *** NOT AVAILABLE YET (Except For Interim Versions) *************** **** 18.0.2.7/19.0.2.7 *** 06/06/2024 **************************************************** The "ASCH" shipping codes/pricing returned from GSX started returning multiple codes instead of the one submitted. This has been addressed. [18.0.2.6e/19.0.2.6e] ****************************************************************************************** When consolidating SROs into a single PDF, and error was displayed on newer macOS systems. This has been fixed. [18.0.2.6p/19.0.2.6p] ****************************************************************************************** ****************************************************************************************** **** 18.0.2.5/19.0.2.5 *** 10/27/2023 **************************************************** This version is compatible with GSX v5.0.4> [18.0.2.4h/19.0.2.4h] ****************************************************************************************** Under certain circumstances, an SRO would be attached to an SRO "Status" update e-mail. this has been fixed. [18.0.2.4b/19.0.2.4b] ****************************************************************************************** There is a new "Submit Draft Only" option on the "Create GSX Repair" wizard. When checked, the PIMS repair will be submitted as a "Draft" for GSX validation and not an actual repair. [18.0.2.4c/19.0.2.4c] ****************************************************************************************** There is a new option in GSX Settings to hide "optional" GSX questions. [18.0.2.4d/19.0.2.4d] ****************************************************************************************** ****************************************************************************************** **** 18.0.2.4/19.0.2.4 *** 03/24/2023 **************************************************** There is a new menu function under the GSX menu called "Find By Confirmation Code...". When run, you will be prompted for a GSX Confirmation Code ("G-Code"). This will then scan the SRO file to find an SRO with that Confirmation code present. [18.0.2.3a/19.0.2.3a] ****************************************************************************************** The "Find All Manual 'G' Codes..." menu function has been moved from the "SRO" menu to the "GSX" menu. [18.0.2.3a/19.0.2.3a] ****************************************************************************************** As you know, Apple has started an "Assessment" process for verifying the information displayed on an SRO Invoice (amongst other things). To aid with this, we have installed a few tools in PIMS. This primarily concerns what is copied over to the Invoice from the SRO. This is optional and includes not less than Tech Apple ID, custom disclaimer, Repair ID (G-Code), Repair Strategy, etc. The Technician Diagnostic is NOT copied over. With this active, a Warranty part's KGB serial# is copied to the Invoice. Without this, it's not. Talk to your PIMS Apple Specialist Reseller for set-up instructions and usage. [18.0.2.3a/19.0.2.3a] ****************************************************************************************** The ACC (AppleCare) reconciliation function now takes into place Apple's new file format. The "box.com" format is unchanged. [18.0.2.3c/19.0.2.3c] ****************************************************************************************** The API for booking SRO Deposits via the WEB has been updated. It's no longer a plug-in, and is built into PIMS. When a Deposit is booked remotely at the MAIN, it is now reflected on the SRO at the originating Location during the next Data-Sync session. [18.0.2.3c/19.0.2.3c] ****************************************************************************************** When sending an SRO to an Order, all warranty item's Description will be preceded with the Part#, but the Part# will still be blank in the PART CODE field. [18.0.2.3c/19.0.2.3c] ****************************************************************************************** When sending an SRO to an Order, there is now the option of adding a line-item to the Order that shows how much the Customer saved on Warranty items. ie: "Items covered by warranty saved you $356.90." [18.0.2.3c/19.0.2.3c] ****************************************************************************************** The wrong "TECH ID" (GSX v1) was being used for some operations, when the "TECH ID" v2 was supposed to be used. This has been corrected. [18.0.2.3c/19.0.2.3c] ****************************************************************************************** GSX "Billing Codes" (Part Types: CNTC, SHIP, DEP, ADJ) were added to the system if missing as Non-Taxable" There is now a setting option in GSX Preferences called: DEFAULT GSX BILLING CODES AS "TAXABLE" This is Location specific for those Users who's state requires taxation of these. [18.0.2.3c/19.0.2.3c] ****************************************************************************************** When creating a Repair from PIMS to GSX, the "Contact With Pre-Quote..." checkbox is now defaulted to checked when creating an SRO. [18.0.2.3c/19.0.2.3c] ****************************************************************************************** An SRO was falsely triggering a "Ready For Pickup" and "Completed" call to GSX when it should not have. This has been fixed. [18.0.2.3c/19.0.2.3c] ****************************************************************************************** There was an issue with the DAOH process as related to Purchase Journals. The P/J was using the wrong DEBIT account. This has been fixed. [18.0.2.3c/19.0.2.3c] ****************************************************************************************** When receiving GSX "DOA" Parts, the costing is zero and no Inventory is updated. This is the same as Warranty Parts. [18.0.2.3g/19.0.2.3g] ****************************************************************************************** ****************************************************************************************** **** 18.0.2.3/19.0.2.3 *** 12/16/2022 **************************************************** Apple GSX changed the format of the "outcome" error messages sent back during the Repair upload from PIMS to GSX, without telling anyone! This has been compensated for in PIMS. [18.0.2.2b/19.0.2.2b] ****************************************************************************************** Yet another change by Apple regarding "outcome" errors. This too has now been compensated for... [18.0.2.2c/19.0.2.2c] ****************************************************************************************** ****************************************************************************************** **** 17.1.6.4/18.0.2.2/19.0.2.2 *** 10/12/2022 ******************************************* If you are authorized for Ingram/PIMS functions, the two Product Availability widgets now allow you to double-click a line to search Ingram for availability as well. ****************************************************************************************** The "Update From GSX" function on the Inventory record was never updated to the newer GSX. This has been fixed. ****************************************************************************************** This version is GSX v4 compatible. ****************************************************************************************** PIMS v19 GSX v4 now runs on Windows 10. ****************************************************************************************** The "ALPHA" dialog box when reconciling an Ingram Purchase Order has been removed. This was originally to state that "Ingram" was the one in ALPHA version not PIMS. ****************************************************************************************** On the Availability Widgets and a few other places in PIMS, Ingram doesn't need to be the default Vendor to check Ingram stock. ****************************************************************************************** When receiving SRO Parts, the OOW KGB Serial Numbers were not added to the PIMS Serial Number file. This has been fixed. ****************************************************************************************** ****************************************************************************************** **** 17.1.6.3/18.0.2.1/19.0.2.1 *** 07/23/2022 ******************************************* Address information removed from AppleCare Connect call. First, Last, E-Mail, and Phone# still sent. ****************************************************************************************** There is a new AppleCare Connect setting in PIMS called "Use 'Ship-To' Data For ACC". If checked, PIMS will attempt to use the Order's "Ship-To" contact information for the ACC call to purchase AppleCare (if available). ****************************************************************************************** The "Customer Price Code" functions are now fully implemented on the SRO Parts line-items, for all Parts entered regardless if they are GSX Parts. ****************************************************************************************** There was an issue when uploading a repair whos first Part was from Consignment, followed by "ADJ" and "CNTC" Parts. The following Parts were incorrectly labeled as "Consignment" when they weren't. This has been fixed. ****************************************************************************************** The "Phone# 3" on the SRO screen now goes back and forth from the SRO to the Customer record with functions like Load Customer, Create Customer From SRO, Update Customer From SRO, etc. ****************************************************************************************** Interim version "p" is now compatible with the AppleCare Invoices (.csv format) reconciliation and their new field addition. ****************************************************************************************** PIMS Interim version v18020q introduces the BETA testing of GSX v3 compatibility. ****************************************************************************************** The GSX pre-flight check before submitting a repair would set all "fromConsignedStock" to "True" if any Part was set to True. This has been fixed. ****************************************************************************************** The "repairClassification" parameter for GSX has been changed from "SINGLE" to "DIRECT". ****************************************************************************************** The "RETURN_SHIPPER_NUMBER" field on the SRO Parts line-item can hold 40 characters. However, the associated Receiving Record field could only hold Apple's original 33 characters. This caused characters to be truncated when performing SRO Bulk Receiving. This has been fixed. ****************************************************************************************** When processing "Tracking" Parts on an SRO via GSX, these special Parts are now handled properly. ****************************************************************************************** There are two SRO specific Data-Sync settings for the transfer of SROs from one Location to another: ALLOW SROs FROM LOCATIONS TO OVERWRITE SROs AT MAIN ALLOW SROs FROM MAIN TO OVERWRITE THIS LOCATION'S SROs These should only be used with the supervision of your WEB SRO administrator, and must be used with extreme caution. ****************************************************************************************** You can now select the actual GSX version number from the GSX API Version pop-menu in GSX Location Defaults. You should go there and select the appropriate version number (v3 as of this writing) before using this PIMS Update. ****************************************************************************************** When creating a GSX Repair with the PIMS wizard, you can now select the "Repair Classification". It defaults to "DIRECT", which is used 99% of the time. ****************************************************************************************** When loading Parts to the GSX PIMS wizard, any messages of any kind are now displayed at the time of entry. An example would be displaying a message warning of Parts delay, etc. ****************************************************************************************** Modifications have been made to MAIL-IN Repair processing and GSX. Apple had issues we've compensated for. ****************************************************************************************** GSX "PART TYPE" has been added to the PIMS SRO Parts Listing. ****************************************************************************************** Total Parts Cost has been added to the SRO. ****************************************************************************************** There was an issue with some types of GFSX Repairs that would cause the "Completed" code to run every time the SRO was saved. This has been fixed. ****************************************************************************************** ****************************************************************************************** **** 17.1.6.2/18.0.2.0 *** 05/24/2021 **************************************************** There was an issue with uploading GSX Stock orders where the GSX order was flagged as "SAVE" and not "CONFIM". This has been fixed. ****************************************************************************************** When entering a GSX Part on a PIMS Purchase Order that does not exist, the line no longer blanks out but rather prompts you if you'd like to add it to the system (like SRO). ****************************************************************************************** Added alert when proposed GSX Part does not exist in GSX when entered on a PIMS Purchase Order. ****************************************************************************************** "Delete P.O. From GSX..." menu function removed from Purchase Order "GSX" menu. ****************************************************************************************** When uploading a PIMS Purchase Order to GSX, the "Processed" checkbox is checked and processed. ****************************************************************************************** Access to "Last Response" added to AppleCare Connect processing. ****************************************************************************************** When sending an SRO to an Invoice, you are warned if you click the Cancel button on the Invoice. However, clicking it a second time would cancel the Invoice. This would cause the Invoice to be saved with incomplete data. This has been fixed. ****************************************************************************************** The GSX Invoice Reconciliation function has been modified to accept Apple's new CSV file format. This is a standardized export from Apple. The correct field order can be found here: https://www.executron.com/platinum/TechNotes/GSX_INVOICE_RECONCILIATION_HEADER.csv ********************************************************************************************* ****************************************************************************************** **** 17.1.6.1/18.0.1.9 *** 05/05/2021 **************************************************** The "GSX Invoice Reconciliation..." function will now accept the new Apple GSX ".CSV" format exported from Apple. ****************************************************************************************** GSX v2 Sets 1 and 2 are now implemented in PIMS. This includes creating "Stock" orders from a PIMS Purchase Order entry screen, as well as displaying a listing of Apple GSX Invoices. More additions to come in future version Updates. ****************************************************************************************** There is now the ability to look up an Apple Invoice directly from an SRO entry screen. ****************************************************************************************** ****************************************************************************************** **** 17.1.5.9/18.0.1.7 *** 04/17/2021 **************************************************** There were occasions where you might see "There are 0..." Parts in need of receiving when doing a Parts Reconciliation. This has been fixed. ****************************************************************************************** When adding a Part to an SRO by clicking the "?" button, if the newly calculated PRICE for that Part differs from the Price found on the associated Inventory record, it is updated on the Inventory record. ****************************************************************************************** This version phases out the Ingram v4 functions and replaces them with the Ingram v5 functions. ****************************************************************************************** "ACTIVATE GSX 2.0 IN SYSTEM" is no longer an option and is now the normal Apple API set. ****************************************************************************************** Two new Forms Designer fields have been added to the SRO Estimate template. "vSROestimateDeposit" is a number field that will display the current amount of all Deposits booked on the SRO. "vSROdepositText" will display this Deposit dollar amount in a sentence such as "A Deposit of $100.00 is booked on this Repair Order". If there is no Deposit booked on the SRO, then this text field is blank. ****************************************************************************************** Apple recently reported that they have implemented the GSX v2 Set 2 Token authentication scheme. In GSX settings, there is a new checkbox "USE GSX 2021 AUTHENTICATION SCHEME". If checked, your PIMS will use the new GSX Authentication system for acquiring new Tokens. ****************************************************************************************** The "Apple GDV Inventory Report..." has been simplified to include a Quantity of ON-HAND plus HOLDING. Previously the PIMS "REAL INVENTORY AVAILABLE" number was used. This number started with the ON-HAND number, and if the ON-HAND was negative and the HELD plus ON-HAND was positive, then the QUANTITY was set to ON-HAND plus HELD. Because of this, PIMS might show an Available For Sale that differs from this figure. ****************************************************************************************** The two text field "Date/Time Stamp" functions on the SRO entry screen now include the curent PIMS User in the stamp. ****************************************************************************************** There is now an option when Creating an Ingram order from PIMS to set the Ingram "Customer Hold" on a specific order. A checkbox is found on the Ingram "Pre-Check" screen. ****************************************************************************************** When loading an Ingram order to a PIMS Purchase Order for reconciliation, PIMS will now "Zero-Out All QTY Invoiced" before loading the Ingram data. ****************************************************************************************** It is now possible to receive "Don't Adjust On-Hands" Parts on and SRO at a Location (not MAIN) without having to have a bypass DAOH chart-of-account in the Location's PIMS Preferences. ****************************************************************************************** When submitting an Ingram P.O., PIMS would not use the correct Distributor# when submitting and Alternant Vendor (non Ingram) product. This has been fixed. ****************************************************************************************** When submitting an Ingram P.O., PIMS will now warn you at the "PRE-CHECK" phase if there are any Cost discrepancies, and not after you have already submitted the P.O. ****************************************************************************************** SRO "Consignment" Parts no longer automatically flag the "Received" flag, and must be received along with other Parts. If "Out Of Warranty" and you have your DAOH bypass account set up in the system, then PIMS will use that DAON bypass account to offset the Receiving Record's Holding account for that item and not the Inventory account. ****************************************************************************************** Ingram "quantity Discount Pricing" is now reflected on the associated PIMS Purchase Order. ****************************************************************************************** The GDV "Monday Morning" report has been modified slightly to better serve Users that deal in larger equipment orders and price protection. ****************************************************************************************** You can now send the SRO Equipment line-item "FMPON" field with the ProcessSRO API. ****************************************************************************************** ****************************************************************************************** **** 17.1.5.8/18.0.1.5 *** 12/19/2020 **************************************************** GSX "Battery Only Pricing" was basing the Part "Price" on Exchange Cost and not the special Battery cost being used. This has been fixed. ****************************************************************************************** If the new "Bypass DAOH Account" field is populated in Accounting Settings, then you can now receive "Don't Adjust On-Hand" items such as GSX Billing Codes (ASCH...) from the SRO screen along with the other Parts. ****************************************************************************************** The "?" GSX Parts look-up on the SRO Parts listing has been relegated to a "Legacy" function. This means it is not available by default. There is a new checkbox in GSX Settings called "SHOW '?' ON SRO PARTS LINE-ITEM" to turn it back on. The reason for this is because any Parts added by this method can cause issues when using the GSX Create Repair process in PIMS. ****************************************************************************************** The SRO's GSX Repair Status is updated more often on the SRO. ****************************************************************************************** There was an issue when clicking the "Resend E-Mail" to resend the SRO Status e-mail where the SRO was reloaded from the disk (clearning anything you just did). This has been fixed. ****************************************************************************************** ****************************************************************************************** **** 17.1.5.7c/18.0.1.1 *** 12/12/2020 *************************************************** When adding a Part to an SRO via the Parts "?" function, the Exchange Cost is now used on the SRO and not the Stock Cost. ****************************************************************************************** The new default Status function on the SRO that would mark a repair in GSX as Completed or Ready For Pickup was running even if there was no GSX Confirmation Code. This has been fixed. ****************************************************************************************** ****************************************************************************************** **** 17.1.5.7/18.0.1.0 *** 12/04/2020 **************************************************** PIMS will no longer automatically flag GSX "Billing Code" Parts as received when completing an SRO. This will no be handled during the Part Reconciliation process. If there are any Billing Codes not received when trying to reconcile Parts, then the User is prompted and given the opportunity to receive them on the spot. A Receiving Record with the missing codes is presented, ready for the User to post it. ****************************************************************************************** PIMS will no longer apply the "Round Up" and "Add Decimal" amounts to $0.00 costs. ****************************************************************************************** The "?" mark next to the SRO "Parts" listing Part Code now looks up the various Parts associated with the first Equipment Serial#, just like PIMS did back in GSX 1.0. "Carry-In" pricing is used. ****************************************************************************************** There is now a new field on SRO Preferences called: OPTIONAL SRO "FROM" E-MAIL FOR "STATUS" ****************************************************************************************** There are now two fields in SRO Preferences where you can assign an SRO "Status" to automatically trigger a "Ready For Pickup" and "Repair Completed" in GSX. ****************************************************************************************** The GSX Repair Type has now been added to the SRO Parts "Bulk Receiving" list. ****************************************************************************************** The PIMS/ATLAS-LMS, a joint venture between Apple and ExecUtron, is now in BETA. ****************************************************************************************** When on a Product Purchase Worksheet, and right clicking on a Vendor of an Ingram Part, you are now prompted before adding Ingram warehouses to the pop-up list. ****************************************************************************************** Leading "S" on Apple product serial numbers is now removed from all "Quick Transfer" functions. ****************************************************************************************** ****************************************************************************************** **** 17.1.5.6 *** 09/11/2020 ************************************************************* There was an issue with GSX on the Purchase Order. GSX switched to "Starts With" Parts look-up, which returned more than a single Part in it's responce. This caused PIMS to select the first (and possibly wrong) Part. This has been compensated for. ****************************************************************************************** In GSX 2.0, the Labor Tier was not being placed on the SRO Part Line-Item when being sync'd with GSX. This has been fixed. ****************************************************************************************** There is a new SRO listing function called "List Reconciled SROs That Fell Short...". When selected, a list of SROs that were posted to A/P where the Amount of Labor reimbursement was less than you expected (via Performance Index). ****************************************************************************************** There is a new setting in GSX Preferences called "POST PERFORMANCE SHORTAGE". If checked, PIMS will post an imported Apple Invoice to A/P even if it doesn't match the credit you're expecting based on your Performance Index. If it doesn't match, a note is placed in the SRO History as well as the import error log. ****************************************************************************************** When "Completing" an SRO with GSX "Billing Codes" present (CNTC, SHIP, and DEP), those SO Parts are automatically flagged as "Received" on the SRO. Be sure that the corresponding Inventory records are set to "Don't Adjust On-Hands". This will work for SROs created from this version of PIMS forward. ****************************************************************************************** When a "Non-Taxable" item that was also "Discontinued" was added to an SRO, any Estimate or Invoice created from this SRO would show the item as "Taxable". This has been fixed. ****************************************************************************************** When you run the GSX "Update Repair" function in PIMS, and actually update a GSX SRO, PIMS will now automatically "Sync" the SRO with GSX to insure any changes are reflected on the SRO. ****************************************************************************************** When assigning a Completion Date to an SRO (with GSX Confirmation Code), the User is now prompted to re-sync this SRO with GSX. (Problem with "Not Now" fixed) ****************************************************************************************** If visiting an associated SRO from a General Journal entry, and you're an Apple Dealer, then the standard SRO entry screen was presented and not the Apple specific one. This has been fixed. ****************************************************************************************** When you send send an SRO to an Invoice that has an OOW Consignment Part present (has a Cost sent back from GSX), and General Journal entry is now created to accounting for a change in Inventory and Inventory Holding accounts. Be sure and have bypass accounts assigned to your Consignment override Location records. ****************************************************************************************** Work has been done to insure compatibility with the CTO "Paste From Excel" function, as it relates to macOS Catalina and the newest Excel. ****************************************************************************************** ****************************************************************************************** **** 17.1.5.5 *** 07/30/2020 ************************************************************* When clicking on the account codes for overriding the "TOTAL SHIPPING CHARGE" and "TOTAL OTHER CHARGE" on the GSX PARTS RECONCILIATION SCREEN", the account chooser was blank. This has been fixed. ****************************************************************************************** If a Tech declines either flagging an SRO as "Ready For Pickup" or "Mark As Completed" in GSX, this action is noted in the Odd-Things file. ****************************************************************************************** When updating an SRO Part in GSX, the "Actual Part Used" now comes from the optional field on the SRO Part entry screen. If that's blank, the original Part is used. Previously, the original Part was always used. ****************************************************************************************** There was a Cost issue when posting a Receiving Record associated with certain SROs. This has been addressed. Only SROs created by this version on will accept this fix. ****************************************************************************************** There was an issue with incrementing the SRO Part Inventory ON-HAND for non-Consignment Warranty items on a Receiving Record. This increased the ON-HAND figures, that were not reduced when the associated Invoice posted. Only SROs created by this version on will accept this fix. ****************************************************************************************** The "Labor" Reconciliation on the SRO (and especially the Apple Invoice import) has been modified to handle up to 9 Labor credits per SRO. The credit on the first page of the SRO GSX Labor Reconciliation (what you saw in previous versions) is for the GSX "Order Reason" of "Labor/Onsite Reimbursement", which is the only Apple transaction that is reconciled against your Performance Index before posted to A/P. All others are simply posted directly to A/P without reconciliation. ****************************************************************************************** There is a new function under the SRO Listing's Function menu called "Selected SROs To PDF Document...". It functions just like the Orders function of a similar name. Simply select some SROs from the listing, run this function, and the selected SROs will be printed into a single PDF document. ****************************************************************************************** A "GSX Bypass Location Code" option has been added to the SRO entry screen. This allows you to keep the original SRO Location Code, but can use a bypass code specifically for all GSX 2.0 functions for that SRO. ****************************************************************************************** When entering a Part Code on a Purchase Order for a GSX product, PIMS now runs the GSX 2.0 code for updating Cost on the Purchase Order. Previously, it tried to run the original GSX code which failed. ****************************************************************************************** After "Bulk Receiving" SRO Parts where there was a Receiving Record posting issue, PIMS would not display the SRO listing. This has been fixed. ****************************************************************************************** There is a new option in SRO Preferences: "CARRY UNUSED SRO DEPOSIT OVER TO INVOICE". When checked, the error trapping on the SRO when you try to send the SRO to an Invoice where there's no price but a Deposit is present is removed. This means that you can apply this unused Deposit to anything on the Invoice (if more items are being sold). ****************************************************************************************** When GSX sent "Billable" Parts back to PIMS with zero Cost, PIMS skipped them. They were usually duplicate Parts that didn't need to be on the SRO. However, Apple has been sending legitimate Pars back as Billing/No Cost. An example is a speaker unit when replacing a battery in an iPhone X. PIMS now allows this type of Part to be loaded, and always flags it as "Warranty" wether it is or not (because technically it is). This allows you to receive it and process it like any other warranty Part. ****************************************************************************************** ****************************************************************************************** **** 17.1.5.4 *** 04/28/2020 ************************************************************* When synchronizing an SRO with GSX, PIMS would not allow duplicate Parts to be added to the SRO from GSX. On occasion, GSX would actually return duplicate Parts. PIMS would only add the first occurrence of this Part. It was usually the one with zero cost, as this was the first one GSX presented. This has been addressed by allowing PIMS to import duplicates. ****************************************************************************************** Also when syncing SROs with GSX, PIMS would skip any GSX Part that was missing it's "netPrice" field. It could be zero, but just couldn't be missing. This was a flaw in GSX. However, these Parts were still needed. PIMS no longer skips these and compensates for the missing field. ****************************************************************************************** When creating a new CTO record, the "Import" (now "Paste From Excel") button will work with Excel v2011 and earlier as well as the new broken Excel subscription version... ****************************************************************************************** The "BETA" shield was accidentally left on the Service/Repair splash-screen, and has been removed. ****************************************************************************************** Ingram Micro-D changed their "Invoice Details" API call, and didn't tell us. This has been addressed. ****************************************************************************************** Clicking on "LAST GSX STATUS" will now return the current "Status Description" for the associated GSX Repair. This will also happen automatically when loading a repair to an SRO from GSX. ****************************************************************************************** Any menu functions dealing with "CompTIA" coes from GSX have been removed (obsolete). ****************************************************************************************** It is possible once again to load a picture file from disk on the SRO Equipment line. You can load from disk, but you can't take a picture with the camera. ****************************************************************************************** The SRO now has an "E-Mail" button next to the "Print" button. ****************************************************************************************** There is a new set of PIMS APIs for processing GSX 2.0 calls through PIMS. ****************************************************************************************** "Find My Phone" in PIMS is now "Find My Device", and will show the "Find My Device" status image for all Mac products and not just iPhones and Watches. ****************************************************************************************** ****************************************************************************************** **** 17.1.5.3 *** 03/14/2020 ************************************************************* PIMS can now optionally test to see whether a User manually un-checked an AppleCare product on an Invoice (for whatever reason) and re-check it and run the ACC transaction during Invoice posting. This is an automated fail-safe. ****************************************************************************************** when you click the "Cancel" checkbox on an SRO "Quote", it will no longer uncheck the "Quote" flag. ****************************************************************************************** The SRO entry screen now has a "Data" field and a "Cosmetic Damage" field. ****************************************************************************************** ****************************************************************************************** **** 17.1.5.2 *** 03/05/2020 ************************************************************* Modifications in the logic used to copy Consignment Parts to the associated Invoices has been made. ****************************************************************************************** The Customer Contacts function on the SRO has been modified and made SRO specific. This can all be done on a "forth" page on the SRO using the "Go To Customer Contacts For This SRO..." menu under "Records". Not only can you enter and view Customer Contact records specific to this SRO from there, but when an SRO "Staus" changes and an e-mail is sent, a Customer Contact record is automatically created detailing this e-mail contact. when a new Contact record is created from an SRO, there are now fields on the SRO that are updated with the last Contact Date/Time, Contacted By, etc. These can be used for reporting and searching. There is a new "List SROs" menu function to go along with this called "List SROs Not Contacted In 'X' Days...". ****************************************************************************************** For those with SRO Contact records prior to this version, if you hold down the "SHIFT" key when selecting "List SROs Not Contacted In 'X' Days...", you will be prompted to update those open SROs with Contact records specific to those SROs and update the SRO "Last Date Contacted", etc. ****************************************************************************************** The "SRO History" on the SRO record is now updated more often by various functions. ****************************************************************************************** ****************************************************************************************** **** 17.1.5.1 *** 02/24/2020 ************************************************************* Previously, when GSX SRO Parts were received, the counts were updated, but the Inventory G/L was not updated until the Parts were reconciled on the associated SRO. The Inventory "Holding" account was bypassed (unlike a standard Purchase Order reconciliation. This process has been modified to mimic the Purchase Order/Receiving process. This means that when GSX service Parts are received (either from the SRO or by "Bulk" receiving), both Inventory and Holding G/L accounts are immediately affected. Then when the SRO Parts are reconciled from the SRO, the "Holding" account is swapped-out for the Accounts Payable account. ****************************************************************************************** A Purchase Journal record is now created as part of the AppleCare Connect Invoice reconciliation process. ****************************************************************************************** GTSX 2.0 at Apple is currently not processing the "CUSTOMER_INTAKE_NOTES". It just goes off into the Apple great unknown. We temporarily changed this field to "TECHNICIAN" until Apple resolves this. ****************************************************************************************** When a Tech tries to create a repair before anyone has run the Warranty Status, the resulting error message has been expanded and made more specific. ****************************************************************************************** On occasion, the KGB number on a Repair would replicate down the Parts listing if their were serial numbers and blanks entered together. This has been fixed. ****************************************************************************************** ****************************************************************************************** **** 17.1.5.0 *** 12/13/2019 ************************************************************* General GSX 2.0 bug fixes. ****************************************************************************************** When the GSX repair is loaded to the SRO, the "Labor Tier" is now loaded to that line. ****************************************************************************************** The CTO Configuration plug-in is now built-in. ****************************************************************************************** When loading a GSX 2.0 repair to an SRO, and existing Inventory record associated with the repair will not have any "Price" data updated if the Inventory record is flagged as such. However, all "Costs" will always be updated regardless. ****************************************************************************************** When loading a GSX repair to an SRO, Parts Types "STAT" and "REQC" are skipped. When manually loading a GSX repair to an SRO, "STAT" and "REQC" are skipped as well as any Part that does not return a NET-PRICE (zero price is not skipped, just a missing Price). ****************************************************************************************** ****************************************************************************************** **** 17.1.4.2 *** 11/21/2019 ************************************************************* The GSX 2.0 "Loaner" selection screen was previously displayed only if "VM-GREEN" was selected. It now works properly. ****************************************************************************************** The status of the "GSX APP PRODUCT" flag on the Order line-item's AppleCare entry screen is now represented in the Order History when manually changed. ****************************************************************************************** Verbiage on a couple of "Update Existing GSX Repair (2.0) buttons has been updated. ****************************************************************************************** When doing a GSX repair update, you can now add an "associated" Part along with the initial Part (ie: Logic Board and Touch ID Board). The "Component" is the same for both Parts and is shared in the upload. ****************************************************************************************** There is a new SRO Preference called "SRO MULTI CODE PART LOOKUP". If checked, the "Part" on an SRO can be looked-up by entering any of the four "Codes" on the Inventory record. This is the same as the Order line-item entry. ****************************************************************************************** If Ingram's API server was malfunctioning (common) and an error was encountered on the PIMS server, an error message was displayed that could cause the server to stop its functions until the dialogbox was manually closed. This has beem addressed. ****************************************************************************************** SROs that are Data-Sync'd from Location to MAIN are rejected if the MAIN SRO has any existing "Reconciliations" (Parts and/or Labor). ****************************************************************************************** On an SRO Parts sub-listing, you can not longer click on line-item the "?" button to pull a list of associated Parts from GSX. This would load the Part with insufficient data to process in GSX (that's Apple not PIMS!). Please use the Repair Wizard to facilitate the adding of GSX/Apple Parts to the SRO. ****************************************************************************************** When doing an SRO Deposit using Cayan, and Cayan did a partial authorization (smaller amount), PIMS will void that transaction and alert the User. Depending on your alert settings in PIMS Preferences, a User might ignore that error message. PIMS now keeps that error message on the screen until the User dismisses it. Harder to miss this time. ****************************************************************************************** GSX 2.0 functions in PIMS will now be considered "Production" grade and will be part of normal maintenance from this point on. ****************************************************************************************** ****************************************************************************************** **** 17.1.4.0 *** 09/13/2019 ************************************************************* The "More Info" page on the new SRO entry screen has been modified a bit. ****************************************************************************************** The latest reconciliation function has been built into PIMS, and is no longer just a Plug-In. The function is under the "GSX" menu and is called "AppleCare Invoice Reconciliation". The User must belong to the "GSX_INVOICE_RECONCILIATION" Password Group to use this function. ****************************************************************************************** PIMS and GSX 2.0 is no longer in BETA, and has moved to Production. ****************************************************************************************** PIMS and Ingram APIs are no longer in BETA, and has moved to Production. ****************************************************************************************** Deleting an SRO Part line-item and clicking "Cancel" would still clear the line but not delete it. This has been fixed. ****************************************************************************************** ****************************************************************************************** **** 17.1.2.5 *** 06/21/2019 ************************************************************* PIMS and GSX 2.0 is in it's "Pilot" testing phase with Apple and MacExperience. ****************************************************************************************** When uploading a Purchase Order to the Ingram API, the "Carrier" is now defaulted to blank, unless you instruct PIMS to change it to a User specified Carrier from the list. Your are prompted as what to do, and warned that choosing a Carrier might negate any special shipping arrangement and fees you might have with Ingram. ****************************************************************************************** When looking-up an Ingram product on an Inventory record(clicking "DISTRIBUTOR:"), you are asked if you'd like to update the Inventory record. If a Vendor exists that is different from your default Ingram Vendor Code, then PIMS will look to see if Ingram exists as an Alt. Vendor on that record. If not, it will be added to that listing. Either way, the Alt. Part Code and Alt. Cost will be updated. ****************************************************************************************** GSX 2.0 "Equipment Diagnostics" is coded and working. It's currently in BETA. ****************************************************************************************** There is a new SRO entry screen for Apple Resellers/Service Users. If you wish to continue using the original "Legacy" screen, go to Service Preferences and check the "FORCE LEGACY SRO ENTRY SCREENS" checkbox. ****************************************************************************************** ****************************************************************************************** **** 17.1.2.4 *** 06/07/2019 ************************************************************* ENHANCEMENT: There is a new checkbox for GSX 2.0 called "DEVELOPER MODE". If check, each API call will prompt you with the "Package" data being sent and the "Payload". You can intercept this data if desired, to enter your own JSON code. It defaults to whatever it was going to send. ****************************************************************************************** ENHANCEMENT: GSX 2.0 calls are now stored in the "SRO GSX Transaction Log". ****************************************************************************************** ENHANCEMENT: The "Product Details" API now has a formatted response data, with multiple TABs by data category. ****************************************************************************************** ****************************************************************************************** **** 17.1.2.3 *** 06/01/2019 ************************************************************* ENHANCEMENT: For those processing Ingram Purchase Orders, the Location record now has a default "Shipping Suffix" field to enter your Ingram Shipping Suffix for that Location. This is found on the "Data-Sync page." ****************************************************************************************** ENHANCEMENT: Some GSX 2.0 functions are now in the BETA test phase, including Device Diagnostics... ****************************************************************************************** ******************************************************************************************