Added Vehicle year on Service order
Added Fleet# on Service Order window
Removed Make from Service order
Orders are created with IN mileage
based on user input and not looking up the last known, "stale"
Producing Invoice checks for 0 IN
miles and prompts for entry of IN and OUT mileage.
Corrected supplies limit on Credits.
Corrected using special sort of
parts when entering inventory sheets by group.
Added saving Sales by Group report
to a text file.
Added printing second Company line
Fixed blank line when second
Customer address line is blank.
Added Fleet# on Service Due report.
Added report on Non Stocked parts on
Corrected job time calculation when
exceeding 12 hours on a single job.
Added Parts on Tickets with 0.00
selling price are not printed on the ticket.
Corrected "Display Quantity" of
Parts is now saved when changed.
Added sorting on Vehicle column
headers when in Customer Tab in Customer Desktop.
Added Vehicle information and
outgoing mileage on Service Order window title.
Added outgoing Mileage check when
Invoice is produced.
Changed when average mileage is
calculated from Accepting Payment to Produce Invoice.
Added Report on Technician punch-in
times for a Service Order.
Corrected tax totals refreshing when
Customer Tax status is changed.
Changed login graphics.
Added support for the new file
format for the Wrenchead Part-Select WinCat catalog. This also
fixes an issue with importing cost data caused by the recent
change in the WinCat file format.
Changed the Wrenchead Part-Select
WinCat interface to use the List, Cost, and Description
from Service2000 when the part already exists in the system.
Added "Quick Quote" feature. This
dialog can be used for quickly quoting a price for a part
'installed' such as "4 tires, installed". To run, select a part
in the Inventory window and select "Quick Quote" from the Tools
Fixed an issue with deleting labor
lines with parts from a credit
Fixed an issue with merging
customers that could orphan counter part invoices
Fixed an issue with generating
stocking levels that raised an error message when Quick Purchase
had been used on a part.
Added totals for Current, Prior, and
After hours for the Work Preformed on Open Service Orders
section of the Technician Work Report.
Added the ability to change the
customer for an open Service Order. This is done from the
Utilities menu in Configuration.
Added the ability to rollup W-Time
on the Technician Work Report.
Added a Preview option to the
Technician Work Report. This option allows you to send the
report directly to the printer rather than previewing it first.
Double-clicking a W-Time in the
W-Time selection dialog will now select the W-Time and close the
The layout of the Time Clock as been
updated with larger buttons, better spacing between buttons, and
a larger Technician selection box.
The Appointment Schedule now shows
60 days back and 200 days forward (previously is showed 20 days
back and 40 days forward)
Added support for vehicles with
mileage up to 9,999,999 miles (previously it only went to
Fixed an issue with receiving
Purchase orders with lines linked to paid Invoices. It will now
push the the parts into inventory correctly.
Improved performance of the Accept
Payment dialog. Users experiencing excessive delay in accepting
payment after this patch should see
Knowledge Base Article #10026.
Added ability to force tax to be
applied on a per-part basis for customers who are set to be tax exempt.
This allows the system to handle tax situations such
as New Jersey's luxury tax where tax must be charged on certain
parts even if the customer is tax exempt (applicable when the
parts behind are for vehicles over 28,000 lbs). From within an
invoice, double click the part line and check off "Force Tax".
Added the ability to edit the Part
Number and Description fields for parts on a Purchase Order.
From within the Purchase Order, double click the part line; the
Part Number and Description fields are now editable.
Fixed sort order issue with
inventory sheets for taking physical inventory by group.
Fixed issue with Total Value on the
Overstocked Inventory report.
Fixed error with printing statements
when accepting payment to a customer's account.
Added ability to print or print
Repairs from the Recommended Repairs window. (See also next
Added "Show All" feature to
Recommended Repairs" window, which allows you display (or print)
all recommended repairs for this vehicle rather than just the
recommended repairs entered from within the current service
order. (Previously the only way to view all recommended repairs
for a specific vehicle was to access the recommended repairs
window from the Customer Editor. Now you can switch between
viewing and/or printing recommended repairs for this service
order, or all of them.)
Added Service Advisor to the status
Fixed issue with change the source
of a customer
Fixed "No linked vehicle record
Added new report: "A/R Aging Report".
Added new report: “Sales Audit by Advisor
Report"; shows every transaction associated with the Advisor
for a given date range.
Added "Sales Audit by
Representative Report"; shows every transaction associated with
the Sales Rep on the customer (as opposed to the Advisor on the
ticket) for a given date range.
Enhanced "Sales by Advisor Report" to show similar details as were found in Senior Service
Enhanced "Sales by Source Report"
to allow inclusion of all customers or only new customers.
Enhanced "Sales Report" - added
option to show individual invoices when printing the sales report for multiple cash
Added Contact name to Invoices,
Estimates, Orders, and Parts Invoices when the Company Name is
same as "File As"
(rather than printing Company Name twice, it now
swaps out Company for Contact).
Contact name can now be included or
excluded from address labels (this selection is made from the
"Fields" drop down list in the "Print Shipping Label" window).
Batch A/R Statements: now provide
the option to choose a printer when starting the job.
Batch A/R Statements: added option to include Contact name.
Batch A/R Statements: added option to not create a
statement entry when running batch A/R statements.
Batch A/R Statements: added option to force creation
of statement entries for customers with zero
Batch A/R Statements: added
option to include or exclude unpaid
invoices from prior statement periods.
Individual A/R Statements: added
option to include or exclude Contact name.
Freight and Service Supplies will
only show on invoices and estimates if they are any (whether
menu pricing is used or not).
Menu pricing totals box style "Show Limited Totals"
will now show Freight and Service Supplies Supplies (if there
Newly created purchase orders now pre-populate
Date" field with today's date (the field is still editable).
Open By Number is now orders of
Changed the cash out report to sort
the payment types in alphabetical order.
Enabled the menu option "View Totals" in Service Templates (only the button was available
Technician Worksheet now
displays the formatted version of the labor line (rather than
Technician Worksheet now shows the
correct Bin Location.
Fixed delay issue with
opening/creating purchase orders.
Fixed issue with contact name on
Fixed issue on A/R Aging report that
caused 120+ day old invoices to display twice.
Fixed a bug with the A/R credit
column displaying too small.
Fixed a bug with Worldpac speedDIAL
not stripping irrelevant charters (spaces, dashes, etc.) before
checking for duplicates.
Fixed a bug in Purchase Orders that
allowed a negative cost entry on a part.
Fixed a bug with the Schedule that
caused new appointments to default to today's date. The Schedule now
correctly sets the date for new appointments to the same date
you have selected on the Schedule window.
Fixed a number of transaction scope
issues in the accepting payment code.
Fixed bug with the system not
refreshing credited time if the labor line was edited and the
(Prior to this fix, the system would refresh
credited time only when the order was invoiced.)
Fixed bug with Time so Far that
caused it to not show the correct time.
- Corrects further time punch problems with Build 84525 detected
after it was announced. Users who upgraded to Build 84521 or 84525
should immediately upgrade to this Build. As mentioned above, it
is imperative that all Service2000 sessions be closed and restarted
after this upgrade has completed so that all PC clients will be
Added "Time So Far" Button to Time Clock
Screen. When clicked, displays the current technician's "total time
so far" for the currently selected service order (only works if
technician is punched out).
- An error in Build 84521 causes erroneous time punch entries on
the Service Order Time tab, which also gives a false total of actual
time. Credited time and billed time were unaffected.
Build 84525 includes a fix for this
error as well as a utility to correct any erroneous entries caused
by it. Users who upgraded to Build 84521 should immediately upgrade
to Build 84525.
Added an optional ($150) product
module for WorldPac speedDIAL has been to the system.
Contact GenesisFour at 800-YES-GEN4 X10 to purchase and enable
Plus Pack users are entitled to this module at no additional
Added Technician Worksheet that may
be printed from within a service order by clicking on "Technician
Worksheet" from the File menu. This shows information specifically
relevant to the technician (estimated labor time, parts that have
been placed on the service order, linked parts from purchase orders
in italics, and bin location for each part). NOTE: The
amount of white space appearing underneath each labor line (intended
for handwritten technicians' notes) is configurable by changing
the "Worksheet Whitespace" setting under Configuration / Local Settings
Added a completely redesigned Main Menu
(this is now the "Standard Main Menu"). This old Main Menu has been
renamed "Advanced Main Menu". The two menu styles may be toggled
by choosing "Use Advanced Main Menu" or "Use Standard Main Menu"
from the File menu.
The layout of the Technician Time Clock
screen has been changed to accommodate other changes in this release.
Added the "Labor Line" description to
the Job Time section of the Technician Time Clock. This allows technicians
to see the labor line associated with each time punch.
Added "Notes" button to the Technician
Time Clock. This button allows the technician to open and edit the
Technician Notes section of the service order without requiring
direct access to the actual service order. Double-clicking the punch
entry will also open the Technician Notes for the associated Labor
Fixed an issue with record locking between
the Technician Time Clock and the Service Editor.
Fixed an issue with sluggish response
when changing labor lines in the Service Editor (especially when
viewing the Time tab).
Fixed an issue with sluggish response
when opening the Totals box for Orders, Estimates, and Invoices.
Fixed a security issue with Open Ticket
Fixed a problem with negative numbers
on the Manual Changes to Inventory report.
Fixed a problem with cash outs and fees
sometimes causing out of balance cash outs.
Fixed a problem with Advanced Tab settings
not saving correctly.
The system will now automatically calculate
the vehicle's average mileage when accepting payment on a service
invoice. You may also manually recalculate this number by clicking
the button immediately to the right of the Average Mileage field
on the vehicle editor.
Fixed an issue with the Discounted Invoices
report that caused it to only show a single invoice on some systems.
Changed the mnemonic for the service
editor's Import menu from "I" to "R".
The Service Order Properties will now
allow you to select Advisor names longer than 15 characters.
Fixed an error with exporting credited
fees to QuickBooks.
- S2K_BACKUP user account was expiring causing the backup
task to not execute. This only effected Service2000 Network Edition.
Added support for
Recommendation Letters. Select "Include Recommended Repairs" when
The "Company Work Report" now uses the
Paid Date rather than the Order Date.
The "Total Sales by Advisor" report
will no longer display "locked" Advisors
Batch Statements will no longer ask
you if you want a statement line. This does not affect individual
statements printed directly from the customer's A/R.
The "Customer Sales by Vehicle" report
will now only show data based on paid invoices
Added the customer's email address to
the list of fields exported by Mailing & Marketing.
Added the Mailing & Marketing module
to the Demonstration Edition module selection window.
Fixed an error with fee calculation
on Counter Part Invoices
History Purchases can now display negative
values in Monthly Totals
Mailing & Marketing will now correctly
remember the last template used
When creating a new appointment from
within a service order, the system will now automatically populate
the appointment's estimated time and estimated total fields.
The MSRP field will now be populated
when importing parts with the "Import Parts from File" utility.
The Technician Work Report has been
changed to more accurately report on work on open orders during
the selected time period.
Fixing/undoing an A/R payment will now
zero out the original entry in the customer's account. The old method
resulted in the "Accounts Receivable" report showing incorrect aging
When importing a Service Template the
system will attempt to import cross-referenced parts if the original
part number is not in stock.
Fixed an error with the invoice discount
algorithm that could cause out of balance cash outs if a discounted
invoice included freight charges.
The "Inventory on Open Invoices" report
will now show the correct grand totals.
When importing an Estimate line that
originated from a Service Template (to a service order), the system
will now recursively check for Service Due information and import
it onto the service order.
Added an "On Hold" status to the Service
Status window for when an Order has had tech time accrued but no
technician is currently punched in on the ticket.
Fixed an error with Service Status what
falsely showed "In Progress" Orders as "Not Started".
Removed the Last Punch column from Technician
Status. This information created too much confusion. It will be
reworked and replaced in a future release.
Fixed an error with Technician Status
that would cause technician status to get "stuck" on the first Order
they punched in on for the day.
The speed of receiving a Purchase Order
with linked parts has been greatly increased.
The Invoiced Date field now displays
properly when the Service Invoice is first printed.
Fixed a typo on the Accounts Receivable
Fixed a sequence error that occurred
when creating new Technician records.
The system will now update the cost
of each part to the current Average Cost when importing a Service
Added “Refresh Part Costs” to the Tools
menu of the Service Template Manager. This will set the cost of
each part, on each template, to the current Average Cost.
Added “Refresh Labor Category
Rates” to the Tools menu of the Service Template Manager. This will
set the each labor line’s labor rate to the current rate for the
associated Labor Category (if any).
Fixed a problem with creating new Inventory
The system will now check to make sure
a valid Date Due is entered for all Service Due entries.
Fixed a problem with converting Supercessions
to Cross-References in the Senior Service Manager to Service2000
Fixed a bug with the Online Updates
module that sometimes caused it to bring up the Release 7 version
of the dialog.
The "Round To" feature has been temporarily
removed pending adjustments to the rounding method it uses.
Added "Show Only In Stock Parts" to
the Inventory Pad report.
Fixed an issue with discounted invoices
not reporting on taxes properly if there were more than one tax
The Sales Report can now display a negative
The sort order of Service Templates
when importing onto a document has been adjusted to place Any/Any
matches at the bottom of the list.
The field order of the totals box for
the Service Invoice has been adjusted to place Discount above the
Sub Total. The Sub Total and Tax fields have also been changed to
reflect the post-discount figure.
Tax is no longer discounted along with
the other line items. Rather it is re-calculated based on the discounted
The HAT# will now properly rename itself
on the Service Status window and Service Order Properties dialog.
Accept Payment will now reset the amount
of change to be given to $0.00 when the amount paid is less than
or equal to the invoice total.
When importing an Estimate onto a Service
Order, the system will now pull the cost for the parts from the
live inventory rather than the older amount stored with the Estimate.
Fixed a problem with the Unlock Invoice
command leaving the Invoiced Date behind. This caused several other
problems including the document getting listed twice on the Technician
Added the fields "Last Invoice Date"
and "Last Invoice Mileage" to the data exported by Mailing & Marketing.
The VIN Links button will now display
when there are three or more vehicles with the same VIN number.
The "Estimated Job $" field will no
longer re-calculate when importing a Service Template with no associated
parts. It will use the amount entered into the "Estimated Job $"
field on the Template's labor line.
The Fleet# field will now properly rename
itself on the Customer Desktop / Service tab.
The printed Service Invoice has been
corrected to show the pre-discount totals for Labor, Parts, Sublets,
Supplies, Subtotal, and Tax in the grand totals box.
The keyboard accelerators (hot-keys)
for the Customer Desktop tabs are now fully working.
The VIN Links dialog now displays the
customer's name along with the vehicle information.
Fixed an issue that caused the Customer
Desktop to not automatically select the customer record after adding
a new customer to the database.
The system will no longer incorrectly
mark an invoice as paid if the you close Split Payment dialog while
accepting payment on the invoice.
Service Orders will no longer ask for
the Customer Source twice if you selected Customer Referral as the
The Service Template's Totals
window is now working correctly.
Improved Upgrade from Senior Service
Added "Recommended Repairs Report"
Added "Customer Follow Up Report"
Added "Customer Vehicle Sales Report"
(includes "cost per mile/month")
Added "Parts Ignoring Matrix Report"
Added "Manual Inventory Changes Report".
This feature must be enabled in Configuration, System Settings,
You might also wish to consider re-evaluating who has permission
to make manual
changes to inventory. This is done in Configuration, System Settings,
Added "Discounted Invoices Report"
Added "Purchase Order Stocking List"
Added Service Due / Recommended Repairs
Added Vehicle Notes
Added "Automatically Configure Stocking
Levels" to Configuration
Added Counter Part Invoice Notes
Added "Duplicate Part on Ticket" Warning
Added VIN History Linking
Added "Search for Service Description"
to the Customer Desktop
Added "Checked By" field to Service
Added "Track Manual Inventory Changes"
option to Configuration
Added "First Time Customers Only" option
to Mailing & Marketing / Follow Up
Added Detailed Sales and Purchase history
for each part
Added "Import Parts from File" to the
Maintain Inventory window
Added "Service Status" Window
Added "Check Availability" to Service
Template and Estimates
Added "Print Company or Divisional Name"
to Division Configuration
Added "Print Appointment Detail" to
Added "Postal Code Manager" for editing
Added "Incomplete Address Utility"
Added "Print Parts List" to Service
Orders, Estimates, and Service Templates
Added "Reprice All Parts" to Service
Orders and Estimates
Added a icon for sending an email to
a Vendor to the Vendor Editor.
When you attach a vehicle to an Appointment,
the system will now ask for the customer if one was not previously
The Mailing & Marketing screens have
been redesigned to make them easier to use and have a more consistent
Fixed an problem with "Select Service
Order by Number" that occasionally hung some systems.
Long Lost letters no longer include
Updating a part entry on a Service Order
no longer causes an error.
Fixed an error with voided cash outs
causing the cash in drawer to fall out of balance.
The Stocking Order Report will
now create a single PO for each vendor, rather than a separate PO
for each part.
Undone A/R payments no longer leave
behind associated expense entries.
Invoice numbers over 100,000 now display
the entire number on the service tab.
Discounted invoices now decrease each
total type (labor, parts, fees, tax, etc) by proportional amounts
rather than simply discounting the grand total.
The Service Due and Recommended Repairs
windows will now warn you that your changes will be lost if you
attempt to close the window while still in edit mode.
The Customer Editor now closes properly
when you cancel the creation of a new customer.
The Sublet tab now displays properly
after creating an Estimate.
The tab order in the Price Matrix dialog
is now in the correct order.
- The "Tax Exempt" check box on the
Sublet tab will now default to unchecked when adding a new sublet
to the ticket.
- The problem with Purchase Orders
and Part Invoices over-printing the header on the second page has
- Service History now displays the
vehicles history in SO# order (from oldest to newest).
- The Schedule window now includes
the Waiting and Loaner status for each appointment in the appointment
- Fixed a transaction problem that
was causing a lock table (-L) error when making changes to exceptionally
large Inventory Groups (over 8,000 parts).
- The online update programs will
now work properly when the system is configured to use larger font
- A new menu was added to the Configuration
window named "Utilities". It includes the "Build Mitchell Index",
"Incomplete Address Utility", and the "Postal Code Manager".
The overstock report now properly handles
A minor problem with tab order has been
corrected in the Inventory Window.
Scanning a bar code from within a PO
will now add that part to the PO.
The Technician Work Report will no longer
lock up the system if it is run without any technicians selected.
Account Receivable statements now default
to the correct name when printing to file (or .PDF). There was a
typo in the name that caused it to come up as "statment".
The "Learn Bar Code" function will now
work properly when the bar code reader is configured to send an
F8 as the preamble.
All of the Reports in the system have
been updated to ensure that the title on the printed report matches
the title of the report in the Reporting window.
Added Company Phone, Company Fax, and
Previous Balance to Account Receivable statements
The sort order of Service Templates
has been changed to include the Other field. The templates now sort
by Make, Model, Starting Year, Ending Year, and Other (in that order).
Changed "Obsolete Unused Parts" to be
based on the last sale date, rather than last purchase date
Fixed a minor issue with creating new
vehicles that could cause the system to create vehicles without
a proper internal identifier
Fixed a minor issue with Service Templates
that allowed you to include a Service Due with no Mileage or Months.
This would result in a error when printing any document that the
template was added too.
The "Tax Exempt" check-box is no longer
displayed on the Sublet tab when the system is configured to not
tax sublets at all.
Fixed an issue with the Enter key in
the Notes section of PO Properties that caused the dialog to close
rather than insert a new line.
The Unpaid Invoices Report will now
display the invoices in reverse chronological order.