Released 1 June 2017

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• Purchase Orders

  • Purchase orders in WebWB was previously assumed to be alongside the mde. This release fully migrates the approval process to the web and consequently requires manual setup to align with existing mde setups.

  • Control Parameters

    • Control Over Budget PO - If set to Yes, then a check is made on each line to see if it makes Outstanding POs + Cost to Date > Budget, and according to the Check Against Budget setting on the job, a warning may be displayed or the entry may be prevented.

    • PO Purchaser/Approver differen - The control parameter is deprecated by WebWB and ignored.

  • Permissions

    • Edit Purchase Orders - Allows editing of Purchase Orders.

    • Approve Purchase Orders - This permission grants the user the right to approve purchase orders within their limit created by another person.

    • Approve Purchase Orders On Behalf Of Others - This permission grants the user the right to approve purchase orders for others by specifying an approver with a valid limit. The logged in user does not need to have the approval limit.

    • Approve Own Purchase Orders - This permission grants the user the right to approve purchase orders within their limit created by themselves, not just where they are the purchaser (since this may be edited).

    • Approve Over Budget Purchase Orders - This permission grants the user the right to approve Purchase Orders that will be / are over budget. This permission operates together with the Control Over Budget PO control parameter.

    • Unapprove Purchase Orders - Allows unapproval of Purchase Orders.

  • Settings
    • PO Approvers Limit - Defines the approval limits for individuals.
  • Related attributes to consider
    • Check Against Budget - Attribute on job maintenance. This enables the over budget warnings but does NOT STOP approval of over budget POs. To STOP approval, the control parameter Control Over Budget PO must be enabled.
      

Feature Revisions

Contract

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• Template Editor  - An issue where email template subject lines in the Template Editor were displaying file locations has been rectified. This was a display issue only but it is advised that any new template created recently be reviewed.

Integration

• MYOB - When syncing from MYOB companies, we now populate Contact Name, PaymentTermsType and PaymentTermsDays.

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