May 31, 2021 Update

Features/Enhancements:

1. Credit users are now able to make Phone Numbers and Emails required on their company’s Job Sheets.

Navigate to Account Settings > Organization > Custom Credit App > Click Job Sheet “Page 1”

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For each Customer Role checked in the UI, you will now see the Email and Phone Number marked as mandatory on the Job Sheet.

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2. AR users can now allow customers to apply their account credits toward unpaid invoices within the Payment Portal.

To configure this setting in your account:

Navigate to Account Settings > AR Settings > AR Policy > Enable Account Credits for Payments “YES”

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Customer view in the Payment Portal:

Make a payment to an invoice > Choose “Account Credits Based Payment?” - YES

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3. AR users now have the option to automatically update Payment Portal customer contacts via integration.

Optional attribute has been added to the outbound payloads of:

o Full Customer Data API

o Level 1 Account API

o Level 2 Account API

o APAY Contact API

o Customer Contact API

Attributes (Default behavior is “Open”)

o XML: <status>Open</status> OR <status>Closed</status>

o JSON: “status”: “Open” OR “status”: “Closed”

4. Credit users are now able to remove any Miscellaneous Fields that they deem unnecessary from the Bectran UI.

Optional attribute has been added to the outbound payloads of:
- Full Customer Data API
- Level 1 Account API
- Level 2 Account API
- Customer Job Data API
Attributes (Default behavior is “Active”)
- XML: <status>ACTIVE</status> OR <status>INACTIVE</status>
- JSON: “status”: “Active” OR “status”: “Inactive”

5. Credit users can now view both Basic and Advanced Tax-Exempt Reports.

To pull this report:

Navigate to Reports > Tax Exempt/Resale > Report Type choose “Advanced”

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You will see additional columns for:

Customer Address
Operating Units (if applicable)
Job Sheet Information (if applicable)

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To configure this tooltip message:

Navigate to Account Settings > Organization > Custom Credit App > Job Sheet Page 1 > Select Review/Edit for “Bond Document Tooltip”

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Customer View on the Job Sheet:

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7. Credit users can now create a custom label for Job Sheet Contract Terms.

To configure this custom label:

Navigate to Account Settings > Organization > Custom Credit App > Job Sheet Page 1 > Select Review/Edit for “Contract Terms”

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Customer View on the Job Sheet:

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8. Credit users can now edit the Custom Titles for Customer Roles within the Job Sheet.

To edit the custom titles for Customer Roles:

Navigate to Account Settings > Organization > Custom Credit App > Job Sheet Page 1 > Customer Role > “Review/Edit” > Specify your desired Customer Roles

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Customer View on the Job Sheet:

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9. Credit users can now configure delayed trigger criteria using custom attributes (customer-facing page 2 fields or internal fields) within the IDM configuration.

To configure the Custom Attribute for IDM consideration:

Navigate to Account Settings > Organization > Custom Attributes > Select an attribute group > Ensure the attribute has “Include in IDM” - YES
Ensure the attributes are assigned to the application under:
- Custom Credit App > Page 2 > Select your attribute group and click “Assign”

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To configure the IDM Model to include the delayed attribute:

Navigate to Account Settings > Credit Policy > IDM > Add/Edit Model > Ensure - Delayed Input Process [ERP data] = “YES”
Ensure Include in Model = YES

Articles in this section

Features/Enhancements:

1. Credit users are now able to make Phone Numbers and Emails required on their company’s Job Sheets.

2. AR users can now allow customers to apply their account credits toward unpaid invoices within the Payment Portal.

3. AR users now have the option to automatically update Payment Portal customer contacts via integration.

4. Credit users are now able to remove any Miscellaneous Fields that they deem unnecessary from the Bectran UI.

5. Credit users can now view both Basic and Advanced Tax-Exempt Reports.

6. Credit users are now able to configure a custom Bond Document tooltip message for Job Sheets.

7. Credit users can now create a custom label for Job Sheet Contract Terms.

8. Credit users can now edit the Custom Titles for Customer Roles within the Job Sheet.

9. Credit users can now configure delayed trigger criteria using custom attributes (customer-facing page 2 fields or internal fields) within the IDM configuration.

Comments

Articles in this section

Features/Enhancements:

1. Credit users are now able to make Phone Numbers and Emails required on their company’s Job Sheets.

2. AR users can now allow customers to apply their account credits toward unpaid invoices within the Payment Portal.

3. AR users now have the option to automatically update Payment Portal customer contacts via integration.

4. Credit users are now able to remove any Miscellaneous Fields that they deem unnecessary from the Bectran UI.

5. Credit users can now view both Basic and Advanced Tax-Exempt Reports.

6. Credit users are now able to configure a custom Bond Document tooltip message for Job Sheets.

7. Credit users can now create a custom label for Job Sheet Contract Terms.

8. Credit users can now edit the Custom Titles for Customer Roles within the Job Sheet.

9. Credit users can now configure delayed trigger criteria using custom attributes (customer-facing page 2 fields or internal fields) within the IDM configuration.

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