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Scheduled - 13 Nov 2017

New Features

Homepage Standard Tiles

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Plant Extension Views

  • Extension View maintenance has been enhanced to use a view condition, and editing of criteria; and the data is mde compatible. The Plant Detail - Extension Columns tab is enhanced to use the Extension View conditions, and now provides the appropriate display and edit of conditional views. Other entity Extension Column tabs are still limited to the default view only, although this is configurable.

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A. From Extension Column Maintenance select the Extension Type to configure; this example uses Plant as a typical example.

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K. Preview will display an example from our data if we have any data meeting the criterion.

Plant Metering

  • A Meters tab has been added to Plant Item popup. This tab provides the compatible metering behaviour available from the mde with regards to the definition of meters on a plant and the capture of reading for the meters on the same tab. This is base metering functionality only, and there is currently no support for plant servicing.
  • The Update Cumulative, and New Meter will be disabled if the user does not have 'Plant Meter Admin' permission.

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A. Define a new Meter if necessary; this specifies the 'standard' types of meters for use. Note the Meter Type defines the behaviour of the meter:

  • Reading - a meter based on a reading on the meter e.g. a typical odometer.
  • Calendar Days - a "meter" that is based on passage of days e.g. WOF.

Also the Clock Value (reset / expiry) is the key attribute and is common to all meters of this type.

B. One the 'standard' meter is available it is used to define a specific Plant Meter e.g. a hub odometer in a specific truck. The Clock Value is inherited from the selected meter. The Cumulative will start at zero, but can be adjusted e.g. for second hand vehicles, using Update Cumulative. If there is more than one plant meter then one must be selected as the default meter, and this is used in defaulting for readings.

C. Click 'New Reading' to begin recording the readings. Process-wise the following are important to note:

  • The first reading entered should be marked as Type 'Change out', and the reading records the start value of the clock e.g. first reading of say 20 on a new plant that traveled 20 kms to be delivered; and the following reading is distance used. This is also used should the meter be replaced / changed out and this records the the meter prior to use.
  • Only the latest reading is editable.
  • A 'normal' usage reading has a blank Type.
  • Any out of sequence reading (older than the latest reading) will be auto typed as 'Excluded'.
  • Should the new reading be less than the latest reading, then it is auto marked as 'Clocked'.
  • The type can be explicitly selected.

D. The new reading is specified for the new plant meter. The default meter is auto displayed.

E. On saving the reading, the Assumed Daily Rate and Cumulative reading is calculated; and a Note displayed for exceptional readings.

F. The following are only available on 'Plant Meter Admin' permission:

  • New Meter - Definition of new meters
  • Update Cumulative - Update of the cumulative from a reading onward


Feature Revisions

Contracts

  • Contract Enquiry
    • Summary
      • Display issues regarding Forecast Cost Budget and value display formats rectified.
      • Budget summary - The 'Budget Margin %' header is revised to indicate 'Margin %' or 'Markup %' based on the existing control parameter 'Job Margin Display'; and the calculation is now available across all budget types. The control parameters 'Job Margin Display' specifying whether a margin or markup is displayed; and 'Forecast Additional Current Budget Types' specifying which budget type is included in the forecast, are now available for the web and the Budget summary labels dynamically reflect their state.
      • Forecast summary - This has been similarly revised to display the margin for Original, Current and Forecast based on the same control parameter.
    • Datasheets Work Centres - A Work Centres tab is added to the Contract view, similar to that in Job Maintenance. Noting that the contract view provides a list of work centres including sub-jobs, where the Job Maintenance view list on those on the current job.

Jobs

  • Job Enquiry - Additional filter options for Activity Type and Tran Type are included on Transactions tab of Job Enquiry.
  • Job Maintenance - An issue of not defaulting the Description when adding multiple Work Centres in one session has been rectified.

Purchasing

  • AP Invoicing
    • Previously Updated AP Invoices could be unapproved, and subsequently re-exported. Now AP Invoice with an Updated status cannot be unapproved, or edited in any way.
    • PO Confirmation
      • The Receipted Qty and Value are now displayed on the AP Invoice PO Confirmation popup; useful if an Inwards Goods process is implemented. If not required these fields may be hidden using grid management.
      • The PO Confirmation defaults on AP Invoice are now select-able between PO Outstanding and Receipted Not Invoiced depending if an Inwards Goods process is implemented. Note the ctrl param 'Auto Receipt With APInvoice' in this case. The default is based on ctrl param 'Confirm Pos Default Receipted'

Subcontracts

  • Subcontract Details - The Subcontract Claims tab now also displays the Batch Number for ease of reference.

Plant

  • Plant Details - The datasheets tab is now available on plant item listing related datasheets. This is equivalent to that on the plant job.

General

  • Datasheet List - The 'New' button now pre-populates based on current list filter values for Template and Assignee.

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