23 September 2016
User Interface Migration
All user interface functionality from v3 has been migrated to the new v4 user interface style. The functionality on existing screens are retained with the exception of those updates as listed in detail below in Feature Revisions.
- Web AP Processing
- Web Credit Cards
- Web Daily Diary
- Web Datasheets
- Web Daysheets
- Web Expense Claims
- Web Human Resources
- Web Inwards Goods
- Web Leave Management
- Web Leave Personal
- Web Purchase Orders
- Web Purchase Requisitions
- Web Resource Scheduling
- Web Resource Scheduling View
- Web Service Desk
- Web Stock Standard
- Web Timesheets
New Web Modules & Feature Releases
The release of v4 consisted predominantly of new modules releases and new features to existing modules on the web platform:
- AP Invoicing
- Billing
- Common Functions
- Datasheets
- General Configuration
- Infrastructure
- Integration
- Job Costing
- Licencing
- Purchase Orders
- Reporting
- Timesheets
Feature Revisions
A. Administration
- Licence Management
a. The view has been amended to display the count of allocated licenses.
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a. A 'Site Map Profile' option has been added as filter criteria for the Users List, and allows selection from a list of the defined profiles.
B. Companies
- Company Details
a. Additional permission granularity has been added to support distinct control for Read Only, Edit Company Contact Details and Notes, and Edit Company scenarios.
C. Discussion Module
- Discussions List
a. A 'Mark All As Viewed' button has been added to indicate all items have been reviewed without the need to click items individually.
b. A new Discussions list is provided that provides a list of all discussion notification.
D. Exports
- MYOB
a. Before attempting to post AR, AP, and GL transactions to MYOB, the LockPeriodsPrior property in Preferences is now checked and an error reported as "Posting Date is locked" if the document date is prior to that property.
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c. An additional setup has been added as required to operate on Local SE version.
E. General
- Activity
a. All Activity dropdown lists have been replaced by a picker control that support standard searching by activity code or name, and the option for full popup search criteria.
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a. Additional filter criteria have been added for To Dos, specifically Do By Person, Created By Person, and Completed.
F. Home
- Quick Search
a. The Quick Search display is now aligned to the user Site Map access and the respective search is hidden if there is no access to the corresponding list.
G. Leave Management
- Leave Request
a. The default values for Job, Activity, Time Code and Work Centre on Leave Requests can now be defined at Leave Type - Profit Centre level, and matched to the Profit Centre for the leave applicant. This is configured in Leave Type Maintenance. Previously these defaults were matched at Leave Type only.
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b. The Secondary Approver is now permitted to edit and approve leave when the Primary Approver is Out of Office, but read only otherwise. Previously the Secondary Approver had read only rights.
H. People
- Person Details
a. Additional permission granularity has been added to support distinct control for Read Only, Edit Person Contact Details and Notes, and Edit Person scenarios.
I. Purchase Order
- Purchase Order Details
a. A Delete button is now available when the PO is unapproved. An error message is displayed if there is related data and so the PO cannot be deleted.
J. Purchase Requisitions
- Approval Workflows
a. An option has been added to Workflow Schema details to indicate a technical review as being 'Technical Review Option'. When not set, the existing approval workflow rules apply i.e. the applicable technical review workflow schema occurs, and only after its approval is the value review workflow schema triggered. If the option is set, then the workflows are triggered in parallel and the technical reviewer is read only and their approval is not required i.e. the technical reviewer is simply informed. Value Review workflow schemas may now include alternate purchase requisition approvers. These will be defined with the same limits but higher sequence value, and may be selected by users with ‘Purchase Requisition Administrator’ role from the Workflow/Messages screen should delegation not be appropriately setup.
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a. The Workflow Schema definition has been enhanced to include a new Document Type attribute. On creation of a purchase requisition the Document Type attribute is specified to drive the applicable workflow.
K. Resource Scheduling
- Job / People Scheduler
a. View only versions of the schedulers have been added with feature based on the existing scheduler with the same filter functionality.
b. A default value of 100% will now display next to the employee name. Previously only displayed after being edited.
L. Service Desk
- Log Maintenance Detail
a. The entries on the Timesheet tab now include the Time Code of the entry in the grid view.
b. A service log with a Complete status is now read only, except for a status change.
M. Timesheets
- Daily / Weekly Timesheet
a. The calendar days are only enabled for the current work week in question. Previously it was possible to select a date outside the current week which could lead to confusion.
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a. A message is displayed to confirm whether the user wants to save their changes is now displayed when cancelling a timesheet batch entry after edits. Previously the changes were abandoned without a message.
N. Vouchers
- Voucher Approval
a. The approval of sub claim vouchers no longer requires value validation, and can be approved or declined without value validation.
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