Base Release 4.2.12
Scheduled 22-Jan-2018
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- Portal Lists - A 'Create Tile' option is now available on the Job, People, Companies, and Invoices List. This function creates a homepage tile with your custom criteria from the last applied filter criteria for of the respective list, and you are able to have multiple tiles to the same list with different criteria as required.
- Job Claim Schedule Details - The Claim Schedule detail screen is refined following the previous release to now provide drag-drop ordering and setting of structure level to provide an intuitive user experience. These were previously done manually using text inputs. The import process is also compatible with ordering and structuring.
- Drag-and-drop a grid line to set the order. Note moving a header line moves its corresponding sub lines with it; you may move a schedule line from one header section to another. Refer (A).
- If required then select a line (highlights in green) and click Set Level 0 to set it to the highest level like 'Airfares', refer (B).
- If required then select a line (highlights in green) and click Set Level 1 to set it to the second level like 'Documentation', refer (C).
- Drag-and-drop a line over another line to set it as a sub level.
- The previous 'Parent' and 'Code' columns have been removed as they are auto set based on this functionality, refer (D).
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- Purchase Requisition Details - Header: FC Rate
- Job Sales Invoice - Dates: FC Rate
- Job Receipting Batch Entry - Grid: FC Rate
Reports
New Reports
- wbARInvoice001 - A new AR Invoice report has been added, grouped by Job Code and in an easier to customise format.
- wbContractClaim001 -
- Sort order for Headings changed to be by Sequence Number rather than by Heading.
- A New Contract Claim report has been provided, that allows for heading to be formed with other ScheduleOutput Lines.Order on report for Schedule types is configurable in the Status Table.Hotfix 4.2.10.x Dependent.
- Sort order for Headings changed to be by Sequence Number rather than by Heading.
- wbContractClaim005 - A new report which is a recreation from the standard wbContractClaim0300 Crystal report has been provided.
- wbJobDateRange001 - A new Job Daysheet Report had been provided, this is a 'Job Date Range' Report.
- wbTimesheetException001 - a Timesheeet exception report based on the crystal report wbTime5100.
- wbrsReportJobDateRange - A new 'Job Daysheet' report that is run for a range of jobs and dates has been provided. This report also requires control parameters to be configured if Daysheet data from Meta tables or extension tables is to be included. These control parameters are: 'Reporting ClassIDs' and 'Reporting ExtensionGroupIDs'.
Report Revisions
- wbJobSummary002 - Changed the Margin % Calculation.
- wbrsJobTransactions - Added TranType to wbrsJobTransactions
General
- The following reports received minor adjustments for presentation consistency:
- wbBatchAdjustment001
- wbBatchAPInvoice001
- wbBatchARInternal001
- wbBatchARInternal002
- wbBatchARInvoice001
- wbBatchARReceipt001
- wbBatchBatchList001
- wbBatchCCCAccrual001
- wbARInvoice001
- wbContractClaim002
- wbTime004
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