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Service
Work Order Status Automation for Scheduled Work [#70187]
Opportunity
Service Managers wanted a more efficient way to manage Work Order statuses when assigning work through the Service Scheduler. Manually updating the status of each Work Order after scheduling was time-consuming and prone to inconsistency.
Solution
We've made a new Work Order Automation Rule available that updates the status of a Work Order when work is scheduled via the Service Scheduler. This helps streamline workflows and maintain consistent status tracking. To enable this automation, reach out to a Flyntlok Consultant for configuration assistance.
On-Site Address on Work Order PDFs [#71090]
Opportunity
Some service teams rely on printed Work Orders to communicate job details with technicians before they head out to the field. However, the on-site address was not previously included on the printed Work Order or Worksheet, forcing teams to manually copy it into the notes field to ensure technicians had the correct job location.
Solution
We've updated the print functionality for Work Orders and Worksheets to show the on-site address if it is listed on the Work Order.
Service Scheduler Filter Enhancements [#71376, #71111]
Opportunity
Service Managers needed more flexibility when managing Work Orders on the Service Scheduler. Specifically, they requested the ability to filter by Department and search by Tag Number to better organize and locate Work Orders tied to specific teams or equipment.
Solution
We’ve added two new filters to the Service Scheduler: Department and Tag Number.
Last-Used Time Range on Service Scheduler [#71469]
Opportunity
Service managers often prefer a specific time range view when working in the Service Scheduler. Previously, the scheduler would always reset to the default view, requiring users to manually switch each time they visited the page.
Solution
The Service Scheduler now remembers your last-used time range setting.
Purchasing
Machine Purchase Order Vendor Terms [#71314]
Opportunity
Machine Purchasers noticed the terms on Machine Purchase Orders did not default to the vendor’s terms once a vendor was selected from the searcher. This meant they had to set the appropriate terms themselves, adding some overhead to the machine purchase process.
Solution
We’ve updated the Machine Purchase Order to automatically set terms from the selected vendor once one is chosen from the searcher.
Inventory
Allocated Inventory on Inventory Reconciliation Export [#71684]
Opportunity
Inventory Managers needed greater visibility into parts allocated to open Sales Orders when reviewing Inventory Reconciliation reports. Without this information, it was difficult to account for inventory that was physically on hand but already committed.
Solution
We’ve added a new "Allocated Inventory" section to the Inventory Reconciliation Export. This section includes the quantities and valuation of parts currently allocated to pending Sales Orders.
Resolved Issues
Machine Dashboard “Quick Transfer” not Working [#70963]
Complaint: Managers mentioned that when using the Quick Transfer feature on Machine Dashboard, the Machine remained incorrectly assigned to its previous Physical Location.
Correction: Fixed an issue where users were allowed to select a Store Location without an associated Physical Location.
Unable to Remove Fees on MPO Voucher [#71105]
Complaint: Purchasing Managers reported that while editing a Machine Purchase Order Voucher in Review status, they were able to modify a fee line, but could not delete it. This inconsistency was confusing, as the rest of the MPO remained fully editable.
Correction: Fee lines can now be deleted while an MPO Voucher is in Review status.
Disable Invoice Customer Change with Applied Account Payment [#71411]
Complaint: Managers reported a workflow where they could take an account payment then change the invoice customer and process the invoice, which could complicate the process of collecting payments for certain customers (e.g. cash only customers).
Correction: Fixed. You can no longer change the invoice customer if an account payment is applied.
Missing John Deere Submission Info on Part Purchase Order
Complaint: The header on the Part Purchase Order was missing key information on the John Deere Submission. Additionally, when a Purchase Order was not found, the page would display a continuous loading spinner with no clear message.
Correction: Fixed. The missing header details have been restored. If a PO is not found, the page will now display a clear message saying "Purchase Order Not Found" instead of showing a loading spinner.
Machine not Deleting when Deleting Trade-in Payment [#71094]
Complaint: Users reported that when deleting a trade-in payment, the associated trade-in machine was sometimes not being deleted as expected.
Correction: Deleting a trade-in payment will now correctly remove the trade-in machine, provided the user has the appropriate permissions to delete a payment line.
"Invalid Phone Number" Errors in CRM Lead [#71581]
Complaint: Users experienced frequent pop-up errors stating "invalid phone number" when interacting with CRM Lead Conversations. These errors were triggered by improperly formatted or missing phone numbers.
Correction: We now exclude invalid phone numbers from CRM Lead Conversations.
Unable to Copy/Paste Contacts into CRM Campaign Contacts [#71718]
Complaint: Sales Managers reported issues when copying name and number lists into CRM Campaigns from spreadsheets. The system previously required entries to be separated by commas, which did not align with how most data is formatted in spreadsheet tools, causing import frustrations.
Correction: We’ve updated the input logic to allow name and number entries separated by spaces, improving compatibility with spreadsheet copying and reducing formatting errors.
Internal Payment Line Not Removed When Switching to Standard Customer [#71758]
Complaint: When changing a Sales Order's Customer from an Internal to a standard type, the associated internal payment line was not automatically removed. If left in place, this caused reporting inaccuracies and posting issues.
Correction: Fixed.
Service Requests on Deleted Machines [#71811]
Complaint: Service Writers were able to create or approve Service Requests tied to deleted machines, which would lead to Work Orders being created with an invalid machine.
Correction: Fixed an issue that allowed creation and approval of Service Requests for deleted machines.
User-Connected Microsoft Accounts Frequently Disconnecting [#71911]
Complaint: Some users reported that their connected Microsoft email accounts would repeatedly disconnect, even after successfully reconnecting multiple times.
Correction: Fixed. Connected Microsoft email accounts should now remain connected as expected without requiring repeated reauthentication.
Parts Request Notification Email Formatting [#71750]
Complaint: Users noticed that email notifications for parts requests occasionally included strange or unreadable characters in the subject line.
Correction: Fixed.
Sublet Item Pricing Editable on Delivered Sales Orders [#71790]
Complaint: A user was able to update the price of a sublet item from a receiving voucher, even though the associated Sales Order was already closed. This sometimes resulted in out-of-balance Sales Orders in Delivered status which could lead to inconsistencies in posting the Sales Order.
Correction: Sublet item pricing can no longer be edited if the associated Sales Order is in Delivered status.
Inaccurate Machine Purchase Order Pricing [#71294]
Complaint: Purchasers noticed costs for certain model options were not correct on some purchase orders that were created from model quotes. They reported the model options’ prices were not correct for models that they purchased in another currency (the manufacturer currency).
Correction: Fixed.
"Paid" Mark not Showing on Sales Orders
Complaint: Accountants mentioned that sometimes the "PAID" text was not appearing on printed Sales Orders.
Correction: Fixed an issue that impacted some Sales Orders for our Sage Intacct users.
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