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Base Release 4.2.27.x

Scheduled Released 10 Sep 2018

New Features

AP Vouchers

The

Feature Revisions

Timesheets

  • Daily Approval -
    • Sorting is now supported using the column header. Filters are now available for Job, Person, and Work Centre.
    • An issue where the original Work Centre description was displayed rather than the possibly updated description from Job Work Centre is rectified.
  • Mobile Timesheet - An issue with Plant issues where the date was not defaulting correctly is rectified.
  • Timesheet Administration - now supports sorting based on the column headers.

Purchasing

  • Purchase Requisition Workflow - The workflow schema functions Job Manager and Account Manager are now supported for PR schemas.
  • Purchase Order -
    • Approval of a PO now checks that there are no jobs with a Check Against Budget value of Enforce Budget that are over budget. If so, approval can only be made by a user with "Approve Over Budget POs" permission.
    • An issue where inactive Locations were included in the list is rectified.
  • AP Voucher - A Line Code column is now available on PO Lines tab to display further information for PO lines using catalogue items, and also available as an entry column on This Voucher tab to support coding with catalogue items. Note these columns are hidden by default and if required, they must be enabled in grid management on the VoucherPoLineList and VoucherDetail grids.
  • AP Invoice - The AP Invoice header now includes a Comments field for any notes.

Contracts

  • Contract Enquiry -
    • Forecast tab - The period selected will now be passed on to the drill through screens when clicking Actual Costs and Expected Commitments.
    • Cashflow Spread - An issue when the spread button was clicked on the Cashflow Spread dialog is fixed.

Jobs

  • Job List - The view permissions for Plant, Stock, and Non-Stock job have been removed from the Administrator role.
  • Job Maintenance - The 'Enforce Budget' option has been reinstated for the Check Against Budget field for use at purchase approval.
  • Job Enquiry - An issue on the Transactions tab where the Selling Quantity was being displayed rather than the Selling Value is rectified.

Work Breakdown

  • Activity - Disbursement activity type now supports use of timecodes.
  • Output Schedule - An issue regarding the length on content in the Details field is rectified.

Billing

  • Job Sales Invoice -
    • A 'Claim Submitted Date' field is now available to record this information in the Dates section.
    • The grid line Rate column now supports 3 decimal places.
    • The Sales Code is now editable on derived lines.

Plant

  • Plant Meters - An issue with pagination of the meter readings grid is resolved.

Stock

  • General - Stock and Purchase activities can now be used interchangeably for Stock Items and Stock Issues.
  • Stock Issue Batch - A Details column is now displayed on the Stock Issue Batch grid per issue.

Leave Management

...

Base Release 4.2.27.x

Scheduled Released 10 Sep 2018


New Features

AP Vouchers

The



Feature Revisions

Timesheets

  • Daily Approval -
    • Sorting is now supported using the column header. Filters are now available for Job, Person, and Work Centre.
    • An issue where the original Work Centre description was displayed rather than the possibly updated description from Job Work Centre is rectified.
  • Mobile Timesheet - An issue with Plant issues where the date was not defaulting correctly is rectified.
  • Timesheet Administration - now supports sorting based on the column headers.

Purchasing

  • Purchase Requisition Workflow - The workflow schema functions Job Manager and Account Manager are now supported for PR schemas.
  • Purchase Order -
    • Approval of a PO now checks that there are no jobs with a Check Against Budget value of Enforce Budget that are over budget. If so, approval can only be made by a user with "Approve Over Budget POs" permission.
    • An issue where inactive Locations were included in the list is rectified.
  • AP Voucher List - The Reason field is now available as a column and as a filter. It is hidden by default as must be enabled in grid management under the VoucherList grid.
  • AP Voucher -
    • A Line Code column is now available on PO Lines tab to display further information for PO lines using catalogue items, and also available as an entry column on This Voucher tab to support coding with catalogue items. Note these columns are hidden by default and if required, they must be enabled in grid management on the VoucherPoLineList and VoucherDetail grids.
    • Vouchers with duplicate invoice numbers can now be Cancelled, Declined or Sent Back. Previously a validation rule was preventing these actions.
    • A Reason list field is now available on the voucher header. These options may be configured on the Status List under the 'Voucher Reasons' type. This field is always editable and exempt from the 'Voucher Header Edit' permission.
    • Completed POs are now omitted from the PO picker on the PO Lines tab.
    • Where the previous voucher + this voucher + invoiced exceeds the original PO commitment the remaining calculation continues to display the excess (as a negative) and the line will highlight in red as it does on This Voucher tab.
  • AP Voucher Workflow - A 'Voucher Header Edit' permission is added to limit edit to header fields during the workflow process. The permission is in the global role General by default. If this limitation is required then the permission should be removed from the global role General and explicitly allocated.
  • AP Invoice -
    • The AP Invoice header now includes a Comments field for any notes.
    • The attachment line can now be selected on approved AP invoices to view multi-line Details not visible in the grid.

Contracts

  • Contract Enquiry -
    • Forecast tab - The period selected will now be passed on to the drill through screens when clicking Actual Costs and Expected Commitments.
    • Cashflow Spread - An issue when the spread button was clicked on the Cashflow Spread dialog is fixed.

Jobs

  • Job List - The view permissions for Plant, Stock, and Non-Stock job have been removed from the Administrator role.
  • Job Maintenance - The 'Enforce Budget' option has been reinstated for the Check Against Budget field for use at purchase approval.
  • Job Enquiry - An issue on the Transactions tab where the Selling Quantity was being displayed rather than the Selling Value is rectified.

Work Breakdown

  • Activity - Disbursement activity type now supports use of timecodes.
  • Output Schedule - An issue regarding the length on content in the Details field is rectified.

Billing

  • Job Sales Invoice -
    • A 'Claim Submitted Date' field is now available to record this information in the Dates section.
    • The grid line Rate column now supports 3 decimal places.
    • The Sales Code is now editable on derived lines.

Plant

  • Plant Meters - An issue with pagination of the meter readings grid is resolved.

Stock

  • General - Stock and Purchase activities can now be used interchangeably for Stock Items and Stock Issues.
  • Stock Issue Batch - A Details column is now displayed on the Stock Issue Batch grid per issue.

Leave Management

  • Leave Balance Import - A Leave Balance import is now available from Data Import to load data into the table LeaveBalance with columns - Person Full Name, Leave Type Description, As of date (today if empty), Balance in number of days.There are no parameters.

Administration

  • Licenses Based Roles - Regarding standard system permission roles, we will retain the Administrator role as always containing all permissions.  In addition, the following standard permission roles, which contain permissions applicable to the corresponding role licences, have been added: 
    • Finance
    • Project Manager
    • Data Entry
    • Plant Manager
    • Site Supervisor
    • Job Manager

Where the permission role already exists (Finance, Project Manager, Data Entry) and is being used, the old role will be renamed with a Legacy suffix, and made non-system. If the old role is not used, then it will just be replaced with the new one. 

  • Licence Matrix - The matrix list now defaults with 'the Is Employee' filter enabled. This may be amended if desired.


Reporting

New Reports

  • xxx

Report Revisions

Report

...

Troubleshooting

...

Image Added

  • An icon is now available to run a Dashboard report with a parameter details parameters section appended for troubleshooting.
  • Should a report appear incorrect but the defined filter criteria appear to be correct, then this method for viewing the report will display the data passed as parameters to the report procedure.
  • You may be requested to provide this information if logging a support call.

Revisions

  • xxx
  • Report - Deprecated reports have now been removed from report lists.viewing the report will display the data passed as parameters to the report procedure.
  • You may be requested to provide this information if logging a support call.
  • (A) Simply specify the filter criteria as per usual.
  • (B) But don't run the report by clicking the View button.
  • (C) Instead use the Cogs icon in the right of the title bar.
  • (D) Your report will have a Report Parameters section detailing all parameter values passed to the report procedure.

Revisions

  • xxx
  • The following reports are deprecated as duplicates:

    • wbJobInvoiceSchedule002

    • wbJobSummary001

    • wbJob004

    • wbContracts003

    • wbJobTransaction003

    • wbJobTransaction002

    • wbContract010

    • wbTime001

  • The following reports were renamed and the Report Type changed to 'ContractsBudget':

    • wbContracts004 -> wbContractsBudget001

    • wbContracts005 -> wbContractsBudget002

    • wbContracts006 -> wbContractsBudget003

.