Beta Release 4.4.34.x
Scheduled Release - 05 Oct 2020
New Features
Data Extraction - Enhanced supplier configuration
The supplier configuration for data extraction has been enhanced to facilitate further self-management.
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B. Previously if the Standard OCR algorithm did not cater correctly for a specific supplier invoice format, such as inability to extract some fields at line level, then support assistance would be required to evaluate the use of alternate OCR algorithms. This functionality is now available using the OCR list:
Standard: this is the default OCR employed and typically successfully extracts the majority of formats.
Simple: This is the secondary option and usually handles most cases that Standard OCR does not.
Enhanced: This is the third option and suited to formats that may include shading that can sometimes interfere with OCR. This is however a much slower process.
Feature Revisions
Purchasing
Purchase Order List - The use of Profit Centre Group checking on the PO List introduced in 4.4.33 has been adjusted to only apply when enabled by control parameter 'PO List uses Profit Centre Groups'. This is to better retain backward compatibility.
AP Voucher & AP Invoice - The default function has been enhanced.
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A. The control parameter ‘Confirm Pos Default Receipted' has been extended to support an option ‘Receipted Only' in addition to ‘No’ and 'Yes’; and Default is non-editable for this option.
B. ‘Receipted Only’ behaves like 'Yes’ i.e. the Remaining is calculated based on Receipted.
C. Also ‘Receipted Only’ prevents invoicing a quantity more than receipted.
Billing
Job Sales Invoices - The filename of the job invoice PDF has now been simplified to the form ARInvoice_{InvoiceNo}. Note this does not affect the auto attachment filename form.
Job Sales Invoices, Claim Based - The Claim Date functionality is enhanced to clearly distinguish between Claim Date, which is when the initial claim is raised on the client; and Invoice Date, which is when the certified claim is finalised with the client, and the invoice is posted to the financials. The Invoice Date may hence be several months later and in a different period from the original Claim Date.
This feature may be Beta enabled with the ‘BETA FEATURE - Claim Date’ control parameter which is ‘No’ by default. On completion of Beta testing this feature will become standard.
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A. The ‘Claim Date’ is displayed, previously being labelled ‘Claim Submitted Date’ in the Dates section. It is now also defaulted based on the control parameter 'Default Job Invoice Date', and is editable.
B. The ‘Posting Date’ was previously labelled 'Invoice Date’. Running the Contract Claim Accruals will change the Posting Date, and YearNo and PeriodNo to the next period, and lock the Claim Date. The The Posting Date is also updated on certification and used when posting to financials.
Integration
Upvise & Sharperlight
Punch items in Upvise now synchronise to the Workbench table PunchItems, and can be reported on via Sharperlight. Note that this data is not available from WebWorkbench.