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 Requisition - The procedure for PR line copying is amended to retain the order of the source PR lines.

• Purchase Requisitions Procurement List - The procedure for PO creation is amended to retain the PR lines order when creating the PO lines.

• 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.

• Purchase Order - The recipient on the Messages / Discussion popup is tweaked to list only people with a login.

• Inwards Goods Entry, Edit, & Mobile - The ‘Line Code’ and ‘Line Description’ field in the inwards goods screens have separated into two separate columns for clarity.

• 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.

Contracts

• Contract Enquiry

  • Contract tab - The ‘Non Contract Billing’ option on the Contract tab has been removed as this MDE option is not supported. Instead, non-claim billing on contracts are achieved by having a sub job with a non-claim billing method, which can be invoiced separately.

  • Claims tab - This tab now excludes non-claim numbered invoices. Instead, these can be viewed from the respective job enquiry.

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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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.

• Claim Based Get Sales - Rectified a performance issue preventing responsive rendering of larger schedules.

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 WebWorkbenchthe Workbench screens.