Once enabled by your Regional Administrator, you can now set Pickups to be marked as "Moves". This enables a destination address field and some other inputs to configure a Move for your customer. Adding a Move will also require you to request a "Move Fee" that will be set by someone in Operations.

Your Regional Administrator can now configure "Other" additional expenses for you to select from. These fees will be pre-populated with a default amount and linked to the E-Automate item code.

Admin Configuration in Region setup:

Rep Entry on Additional Expense Page:

We have updated the colors of the document from a blue to a gray to be inline with XBS Branding recommendations.

We have received much feedback across all Regions to have dynamic terms based on Lease Return/Pickup options set in PREO. This language is now live on the Release Form.

You can now disable the MPS CPC Agreement on the Proposal. This will set the value of MPS CPC to $0, ignore discount levels, and remove the Document Generation.

You can now click a button to update your MPS Base and Overage Rates to match the calculated Book Rate

You can now add Rep Cost to Misc charges to add Gross Profit

We now have a way to enter volume and book rates when the blended rate calculator doesn't meet your needs. This works well for Existing Device Only (Service Only) contracts or if a Pricebook item is missing the Book Rate. This should remove the need to "disable blended rate calculator" moving forward.

The buyout options have been changed from UTR, UTK, BTR, and BTK to simply "Return" and "Keep". The Upgrade or Buyout distinction is made based on the Existing Leasing company and the new leasing company.

We have added the option to link new devices from the Pickups overview page so you can now complete all pickup requirements from the overview page.