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21 Aug 2017

29 Aug 2017

Hotfix 4.2.3.22

Purchasing

  • AP Invoice - PO Derived lines have been relaxed and all fields are editable from the grid except Quantity, which is specified when confirming the PO. Lines derived from Docket Lines can now be accessed using the derived link.

Subcontracts

  • Subcontract Claim
    • Line Complete is no longer auto set by the quantity or value meeting the commitment. It can be left unticked from the screen, and explicitly ticked later.
    • The GST for the subcontract claim is now displayed with the Value incl GST; and the GST is editable.
  • Subcontracts List - The Subcontract List ellipsis option for User List now navigates to a subcontract specific User List that is not bound to the System Admin license.
  •  Work Orders List - The list of work orders displayed are now also bound by the Profit Centre Groups of the current user via the WO → Subcontract → Job relationship.




21 Aug 2017

4.2.3.16 New Features

Timesheets

  • Attendance  - A daily period Attendance popup is now available from the standard timesheet entry screen i.e. Daily or Weekly, and allows the capture of 2 daily attendance periods. The popup assumes non-overlapping periods, and provides a visual comparison to the total time entry hours per day.

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  • Start and End times - Are now available at a time entry level for Daily and Mobile timesheets. These are enabled from the 'TimesheetDaily' option of grid management.

Reports Text

  • The Report Text popup is the standard mechanism for defining, adding and editing the report text fragments into specific document instances. The supported documents are - AR invoices / credits, AP invoices / credits, Purchase Orders, and Work Orders.

  • Report Text fragments are maintained from the Report Text List and Detail popup. This allows for standardised texts to be set up for header and footer per document type; there are no default texts defined.

  • The report texts may be included into a document using the Report Text button. The text fragments are supported in the following standard reports:

    • ARInvoice.rdl

    • ARInvoice_SalesCode.rdl

    • ARInvoice_WC.rdl

    • ARInvoiceSummary.rdl

    • PurchaseOrder.rdl

    • PurchaseOrderUnpriced.rdl

    • WorkOrder.rdl

    • PaymentClaimInvoice.rdl

General

  • Excel Export - The filtered list can now be exported in MS Excel format from the Apply filter option button on
    • Job Sales Invoice List
    • Job List
    • Person List
    • Company List

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 Feature Revisions

Contracts

  • Budget Details

    • Additional validation has been added to the 'Add Schedule Items' button as it gave the impression that it was not working.

    • Budget lines now also supports 0 and negative values to cater for discount or clawback lines.

    • The grid header sort behaviour has a minor improvement as it could give the impression that the sorting was not working. Multi-field sorting is still selected from the sort list.
  • Claim Schedule Details - The Job Work Centre description is now always displayed in the grid. A display issue previously displayed the general description.
  • Retentions Job - The definition of the retentions job has been migrated to the Financial Company Details screen to allow for greater future extensibility. On installation of this release the retention job in the financial company will be initialised to be the existing value of the control parameter 'Retention Job', which was the definition element. Claims based invoicing now references this new definition in Financial Company. There will not be any behaviour changes due to the migration.

Jobs

  • Price Codes - The grid behaviour has a minor improvement as it could give the impression that the rate was not being saved.
  • Job List - The default criteria value for the Has Contract or Has Subcontract criteria are changed to 'Yes' to improve ease of use. It was previously 'No'.
  • Job Invoice List - The default operator for the Reference and Invoice No criteria are changed to 'equals' to improve ease of use. It was previously 'greater than or equal to'.

Timesheets

  • 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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  • AP Invoice Details - The 'Return To Batch List' button has been rectified on the AP Invoice Batch Entry screen, and has also been corrected on the breadcrumb. Previously the button intermittently produced error messages. The Back / Return navigation buttons are to be deprecated in future versions in favour of breadcrumb based navigation.

Service Desk

  • Log Maintenance

    • The Plant, and Extensions tabs are now disabled when the log has a Completed Date, as per other tabs.

    • A Reopen button be added allowing a user to reopen completed logs; and this action produces a audit trail visible on the Messages tab.

    • The Docket No column has been added to the Timesheets, External Plant, Plant and Job Outputs tabs of Log Maintenance.

    • A schedule update issue was resolved when modifying a Service Log. The Job / Person / Log schedules now correctly update when a Service Log is created or edited. Note that changes to the schedules are not updated back to the log.

HR Module

  • The HR module screen has been reworked to be consistent with the updated application standards - the vertical tabs are now sub menu items within the General Info tab, and a single Save button is now used.

Administration

  • 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.
  • Licensing - The following new licences have been added - Web Purchase Requisition Approver; 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.

Setup

  • 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.  Currently MYOB and Xero exports are compatible, although other file based exports can be achieved with some simple changes 
    • GL entries for recoveries on labour and plant exports now include the profit centre 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.

    • The option to include the Job Code on MYOB exports has been added. This is switched on if the 'MYOB Job Field' control parameter is set to 'Job'.  If a job does not exist in MYOB, then the Job field is not populated - there is no error reported.

  • Xero

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