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Maria Harreguy

Workbench

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21 Aug 2017

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  • The 'New Timesheet' button from My Timesheets now recognises the 'Timesheet Type' control parameter and displays the timesheet format in use. It previously always displayed the Daily format.
  • The plant rate code now defaults when using Plant from the Daily Timesheet.

Purchasing

  • Purchase Requisitions

    • The data for PO creation from PR has a minor remap so that PR.Line Details saves into PO.Details; and PR.Activity Name is in PO.LineDescription.

    • If a PR line description is not supplied, it now defaults from the catalogue if specified. This is on the purchase requisition entry screen and the import process.

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  • Email Templates 
    • Specific credit email templates has been introduced - 'Report - JobCredit' and 'Notification - JobCreditBulkFinal'.
    • A scheduled emails using Hangfire has been introduced, that would be sent to those who have approvals required, with a link to the Approvals List. The email template may be configured under 'Workflow - ApprovalReminder', but the schedule is setup in the scheduler config script directly - the script default is enabled once daily; there is no screen for this. The 'My Approval Required Email' setting determines the recipients.

    • Add the The following new licences have been added - Web Purchase Requisition ApprApprover; Web Contract Admin

  • Security - The user password may now have complexity enforced at the application level by enabling the 'Enforce Password Policy' control parameter. Complexity enforcement is disabled by default. Enforcement is displayed as a gauge indicator on the Change Password screen. Note that password expiry is not supported.

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  • Setup Wizard - The wizard now correctly validates the Control.FinancialSystem length. Previously is was more restrictive than the database size.


Integration

  • Exports
    • The existence of an AP account is now checked on export of AP invoices. Previously a general error message was displayed.
    • File based exports are now supported for financial integration.
    • When populating the GL entries for recoveries on labour and plant exports, include the profit centre job of the person or plant item along with the GL Code.
  • MyOB
    • Missing street address exceptions arising from companies originating from MyOb are now handled.

    • Change the logic for populating the Job Code on MYOB transactions - AP Invoice Lines, AR Invoice Lines, and GL Journal Lines. Use Analysis2 if it is populated else Use Analysis1 if it is populated. Otherwise do nothing. If the Job Code doesn't exist in MYOB, don't do anything.

  • Xero

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