BMS (v4.0.36) - Sep 2020

This release includes new features, improvements, and fixes.

New Features

Periodic Asset Sync Asset information from VSA is synchronized to BMS daily with Periodic Asset Sync. BMS runs a scheduled nightly job to get the latest asset information from VSA.

Release Notes

CRM

Account records now support Department definitions in order to support Group ID to Department mappings when VSA hardware assets are synced to BMS.

Workflows

For Service Desk tickets, a single email is sent when a notification is triggered. The email specifies the ticket Contact in the To field, and all recipients specified in the ticket CC field are included in the email CC field.

Finance

To prevent proration errors, users cannot change the way units get derived after a service is saved. Recurring Services Contract > Services > Add/Edit Services >  Automatically Derive Billing Units options will get disabled.

   
General Fixed: Closed administrative work types still appeared in the pop-up when adding admin tasks to a timesheet.

CRM

Fixed: When a quote originates from QuoteWerks, the contact was not displayed on the quote list page.

CRM

Fixed: Quotes originating from QuoteWerks could return a 500 error.

Finance

Fixed: Billing Automation did not generate invoices for the 'Charges' Billing Type.

Integration

Fixed: Invoices weren't exported to Quickbooks if sales tax was turned off.

 

 

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