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Beta Release 4.4.28.22

Release - 16 Jul 2020

New Features

Purchase Orders with Dockets

Some clients require the approval formality of POs with the use of Docket Schedules and Dockets. This supports:

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G. The docket Quantity receipted then reduces the PO line outstanding just as an inwards receipt would do.

Feature Revisions

Purchasing

  • Purchase Requisitions - Enhanced the create PO process to cater for Global numbering. This was previously unsupported.

  • Image Documents - Has been enhanced to better cope with large documents and alleviate their impact on system responsiveness.

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C. If the number of pages indicates that multiple invoices have probably been included in the image file, the user can view the file as usual and proceed to split the invoices. Alternatively if the invoice is not required it can also be cancelled from the image document editor using the Delete button.

Contracts

  • Retention Maintenance - The ‘Step By Value’ Type has been enhanced to support 4 steps from the previous 3. Some clients have raised this requirement with emerging legislation.

Jobs

  • Job Template - An Advanced tab is added to declutter some fields from the Detail tab, and some new fields added.

Billing

  • Sub Jobs Billing - A disruption introduced in 4.4.27 that disrupted billing subjobs by ticking on this screen is rectified.

  • Input Output Based Get Sales -

    • Rectified a disruption introduced in 4.4.27 where the save confirmation is displayed even though changes have already been saved with Save / Generate.

    • Standardised the format of the information in the Reference and Description field as listed.

Expand
titleSee Reference and Description details ...

Reference

Line Description

Core Transaction Type

Timesheet Line

Emp Class : Time Code

Person Name

Inter-Co Time Adjustment

Source Finco

Person Name

Time on Freshdesk tickets

FD Ticket No

Person Name

Docket (Materials, Plant, Labour)

Line Code : Docket No

Supplier :  Line Desc

Plant Issue

Plant Code : Rate Code

Plant Desc

Plant Issue on Timesheet

Plant Code : Rate Code

Person Name :  Plant Desc

Stock Issue

Stock Code : Stock Location

Stock Desc

Adjustment

Batch No

Description

Disbursement

Batch No

Description

AP Invoice Line

Invoice No : PO No

Supplier :  Line Desc

PO Line

PO Number : Line Code

Supplier :  Line Desc

Job Output

Unit

Schedule Code : Schedule Desc

Service Log Transactions

Timesheet Line

Log No : Emp Class : Time Code

Person Name

Plant Issue

Log No : Plant Code : Rate Code

Plant Desc

Plant Issue on Timesheet

Log No : Plant Code : Rate Code

Person Name :  Plant Desc

Stock

Log No : Stock Code : Stock Location

Stock Desc

Docket (Materials, Plant, Labour)

Log No : Line Code : Docket No

Supplier :  Line Desc

Job Output

Log No : Unit

Schedule Code : Schedule Desc

Upvise Transactions

Timesheet Line

Upvise Job Desc : Emp Class : Time Code

Person Name

Plant Issue

Upvise Job Desc : Plant Code : Rate Code

Plant Desc

Plant Issue on Timesheet

Upvise Job Desc : Plant Code : Rate Code

Person Name :  Plant Desc

Stock

Upvise Job Desc : Stock Code : Stock Location

Stock Desc

Docket (Materials, Plant, Labour)

Upvise Job Desc : Line Code : Docket No

Supplier / Line Desc

Job Output

Upvise Job Desc : Unit

Schedule Code : Schedule Desc

Subcontracts

  • Work Order & Claim GST - The Work Order lines grid now has the option of displaying the GST and GST Type from the ‘Work Order Detail’ grid. These columns are hidden by default.

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  • Subcontract Claim - An issue where the GST was not rounded to 2 decimals is rectified.

Service Desk

  • Mobile Logs (New) - Added the ‘Allocate to Person’ based on Default Allocation on the selected service agreement, else allocate to a logged-in person.

  • Mobile Logs (View/Edit) - Add ‘Contact Details’ field to display from the Log Header.

Integration

Upvise

  • The syncs for the forms:

    • Plant Movement

    • Driver Change

    • Equipment field change

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