July 21st, 2010 by Ashley Pardue in Enterprise Scheduler, News / No Comments
I.B.I.S., Inc. is pleased to announce the release of version 10.3 for the Enterprise Scheduler. With this release, the Enterprise Scheduler continues to add advanced functionality which improves usability and user productivity. In addition, a major focus was placed on system performance when working with large data sets and compatibility with 64-bit processors. For a complete summary of new features, please see below:
- 64-bit compatibility
- Increased performance with large data sets
- Ability to e-mail the customer contact on a service call
- Today button added to provide quick return to current date
- Check for Customer on Hold
- Ability to delete, edit and move technician events
- Technician schedule drill-down with double-click
- Ability to re-send event e-mails to technicians
- Expanded New Service Call Entry Window to include PO #
May 11th, 2010 by Jack Sowers in TaxAssist / No Comments
The new Sales Tax Q Series (STQ) 4.0 release is scheduled to begin availability during the May/June time frame. This release offers new functionality improvements to enhance jurisdiction identification and additional GeoCodes are now available. The integration builds, such as TransLink, SoftLink, and PL/SQL, will become available after the core builds are completed. The STQ 4.0 release will be Generally Available (GA), which means it will only be supplied upon request. Improvements available in the new 4.0 release include the following:
- New functionality to support both 5-digit and 9-digit ZIP Code lookups to retrieve GeoCodes during either pre-assignment or the calculation process.
- New data file with nearly 1,100 additional district level GeoCodes to support this release.
- No API functionality changes will be required if you choose to continue to use only the 5-digit ZIP Code look-up, .
- No API functionality changes will be required when using the STQ Lookup Utility or the Vertex supplied integrations for SAP (Translink), PeopleSoft (Softlink), or Oracle (PL/SQL).
- Changes will be required to your API integration functions if you choose to use the new 9-digit ZIP Code functionality look-ups in a home-grown or other third-party environment. See the Jurisdictional Identification Technical Guide found on the Vertex Customer Café for more details.
- All prior release improvements included
This new STQ 4.0 release is available to all STQ customers upon request. In addition, the 3.3 and 3.4 releases are also available. Please see the Summary Change Notice on the Vertex Customer Café for further information regarding the improvements for each of these releases.
Starting January 2011, STQ customers who continue to operate on a software release that is five years old or older (that is, STQ release 3.2 or older) will be required to participate in the Extended Support Program in order to continue to receive monthly data updates. Monthly data update #340, which will be delivered in December 2010, will be the last data update that will be compatible with ALL (old and new) releases of STQ.
If you cannot upgrade before January 2011, participation in the Extended Support Program will provide continued availability of monthly data updates for older Sales Tax Q Series releases. The price of the Extended Support Program will be an additional 25% of the annual basic renewal fee.
Vertex recommend that customers continue to visit the Vertex Customer Café® under Sales Tax > Vertex Sales Tax Q Series > News > The Extended Support Program for the latest information and updates regarding this new program. If you would like more information regarding the latest available software release(s), please continue to visit the Customer Café. You may also order the latest program release by submitting a request on the Customer Café at http://www.vertexinc.com/customercafe/onlineform.asp?req=stq40 or by contacting Product Support at 1-800-281-1900 and enter product code 4720.
January 4th, 2010 by Jennifer Alspach in Field Service Anywhere, I.B.I.S. Dynamics Addons, News / No Comments
Field Service Anywhere (FSA) for Microsoft Dynamics GP will no longer be offered by Microsoft and all associated SKUs will be removed from the Microsoft Dynamics GP price list effective May 1, 2010.
I.B.I.S., Inc. (Microsoft Dynamics GP Independent Software Vendor/Partner www.ibis.com) is pleased to announce that they will repackage/rebrand the former Microsoft offered FSA solution and will offer FSA as an independent I.B.I.S. ISV solution for Microsoft Dynamics GP. Continue Reading »
October 5th, 2009 by Jack Sowers in TaxAssist / No Comments
This is part of a series of communications designed to provide Sales Tax Q Series (STQ) customers with information regarding a new release targeted for availability during the Q1 – 2010 timeframe. The major enhancement planned for this new STQ 4.0 release is the ability to use 9-digit ZIP Codes to retrieve GeoCodes for jurisdiction identification. To support this new capability, approximately 1,100 new district-level GeoCodes are also being added to the appropriate data files.
Some key considerations that you need to know to benefit from this new release are:
1. STQ 4.0 users will now have the option of using either the current lookup capabilities or the new 9-digit ZIP Code lookup, or both, to retrieve GeoCodes for pre-assignment.
2. If you want to continue to use pre-assignment as you always have, you do not need to change anything or do anything differently. In some cases, more GeoCodes will be returned than in previous releases of STQ. This will enable you to be more accurate in selecting the correct GeoCode.
3. If 9-digit ZIP Code lookup is desired, the new data files will have to be loaded. There is also new API functionality that will be utilized. If you use home-grown or other third-party software to perform pre-assignment, changes will be required to your API integration functions.
4. A new Jurisdiction Identification Technical Guide is now available to provide detailed information regarding the 9-digit ZIP functionality. This guide also provides instructions for creating new API program changes in order to support ERP integration changes. You will need to review the technical guide in order to fully implement this release.
August 25th, 2009 by Jack Sowers in Field Service Anywhere / No Comments
With mobile technology expanding and Dynamics GP leveraging this technology to empower your technicians in the field, it is often difficult to figure out what devices are compatible with Field Service Anywhere (FSA). Windows Pocket PC 2003 SE, Windows Mobile 5, Windows Mobile 6, Standard, Professional, Palm; it is all very confusing. As in a previous post, there are a lot of considerations when choosing a device, not only from a hardware capability standpoint, but also a software standpoint. Not all devices are compatible with FSA and the OS that runs on the device is no exception. In a nutshell, the device must have touch screen capability and run Windows Mobile Operating System, so Palm devices are not an option. But with so many Windows Mobile OSs out there, how do I know what runs on what? Well, here is a breakdown. Note: The Smartphone Without Touch Screen is not an option for FSA and anything prior to WM 5 is also not an option.

August 20th, 2009 by Jennifer Alspach in Events, Field Service Anywhere / No Comments
Field Service Summer Series – Field Service Anywhere
Want to learn more about Field Service hot topics? Our expert shares information and solutions that addresses Field Service Mobility in a 30 minute on-demand webinar. Learn how to leverage best practices and other secrets to maximize your competitive advantage.
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August 18th, 2009 by Jack Sowers in TaxAssist / No Comments
Vertex Sales Tax Q Series – Issue notification – Texas Sale & Use Tax transactions for the 8/21/09 – 8/23/09 Clothing and School Supply Tax Holiday
August 17, 2009
Dear Vertex Sales Tax Q Series Customer:
An issue has been uncovered in the “C” version of Vertex Sales Tax Q Series 3.3 & 3.4 that can cause over taxation for transactions that are equal to or greater than $100.00 if you are using a Tax Decision Maker (TDM) Rate Override record to handle the Texas Clothing and School Supply Tax Holiday currently scheduled to be in effect August 21 through August 23, 2009. The PL/SQL versions are not affected.
August 4th, 2009 by Jack Sowers in Field Service Anywhere / No Comments
With Field Service Anywhere, you have the ability to configure the application at a system level in order to get the right data to your remote technicians. Depending on your needs and remote data storage capacity, FSA has several configurable parameters which allow you to regulate how many service calls and how much contract information is sent to the remote devices. For example, you can transmit service calls for just the technician assigned, and all service calls for the technician’s office (regardless if he is assigned to the service call), and all service calls for the technician’s service area (regardless if he is assigned to the service call). This is a great option for those service organizations that share service calls among technicians in a given office or service area. Likewise, access to contract data is important in the field for many organizations. Not only for the items being serviced, but any items the company may have on contract. Therefore, the option to sync full contracts is a valuable feature that can empower your techncians in the field to look at additional contract revenue for items not under contract. You can refer to pages 18-20 of the Field Service Anywhere Installation Guide for specifics on the data synchronization rules.
July 16th, 2009 by Jennifer Alspach in Enterprise Scheduler, Events / No Comments
Field Service Summer Series – Scheduling Tool
Want to learn more about Field Service hot topics? Our expert shares information and solutions that address service scheduling in a 30 minute on-demand webinar. Learn how to leverage best practices and other secrets to maximize your competitive advantage.
Download the webinar now!
June 25th, 2009 by Jack Sowers in I.B.I.S. Dynamics Addons / No Comments
We’ve moved the I.B.I.S., Inc. Products blog to our newly redesigned site at http://www.ibisinc.com/blog/, where you’ll continue to find the latest news and tips on getting the most out of our Dynamics Addons — Enterprise Scheduler, TaxAssist, and Field Service Anywhere.
You’ll now find our Dynamics Addon posts at http://www.ibisinc.com/blog/index.php/category/dynamics-addons/.
If you’ve subscribed to our RSS feed, you will need to update the URL in your feed reader. Our Dynamics Addons feed is now located at http://www.ibisinc.com/blog/index.php/category/dynamics-addons/?feed=rss2.