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Base Release 4.2.33.x

Beta Release 26 Nov 2018

New Features

Job Wizard

The templates available for subjobs now support the additional context of the parent's template. This allows filtering the subjob temlates based on the template applied to the parent job, rather than just by context of the subjob level.

Image Removed

A. When creating (or editing) a job template, the Parent Template may be specified.
B. If the parent template is specified, this is also reflected on the Job Template List.
C. When using the Job Wizard in the creation of a new subjob, we must specify the Parent Job.
D. If the parent job was created using a job template, then this is used to filter the available job templates for the subjob.

Bulk Create AR Invoices -

This new Billing screen is for bulk creation of Input and/or Output based jobs. These will have a common 'Invoice Date' and 'Invoice to Trans Date', but the jobs to invoice are selected from the filtered list.

Image Removed

A. The 'Invoice Date' and 'Invoice Due Date' are defaulted based on the control parameter 'Default Job Invoice Date'.
B. Apply any further filter criteria required to view the desired jobs. By default the view will display all Input, Output, and Input-Output based jobs excluding plant, non-stock, and stock jobs.
C. Tick boxes are disabled where the current 'To Invoice' value is zero.
D. Use the Job link to view the Get Sales screen where deferred transaction may be included to invoice. Once the job is invoiced directly from the Get Sales screen, may no longer appear on returning to the Bulk Create screen if the 'To Invoice' value has been zeroed in the process.
E. Select the jobs to bulk invoice using the tick boxes.
F. Click 'Generate Billing' to bulk create the selected invoices with the specified dates, and these will be against the billing job.

Note these invoices must still be approved; and once approve they can be bulk finalised using 'Bulk Send Final Invoices'.

Feature Revisions

Purchasing

  • Purchase Requisitions -
    • A Line Description column of 100 characters has been added as per Purchase Orders, and is also available on the import.
    • Attachment can now be made to Submitted and Approved PRs.
    • The navigation back to the PR from import has been improved.
    • Copying a PR will now also copy the attachment links.
    • The Job and Activity columns have been moved to the start of the grid for consistency with POs.
  • Purchase Order - The Line Details popup has been tweaked to better clarify the information displayed; and the AP Invoice No is now a link to the invoice.

...

Contracts

  • Cashflow - A cashflow may now be Approved to disable further editing, or Unapproved to re-enable editing. This is managed through the 'Approve Cash Flow' and 'Unapprove Cash Flow'  permissions respectively.

Billing

  • Claim Schedule - An issue when updating the Output Code for items with subitems is rectified.
  • Input Get Sales - The Unbilled Transactions tab filters now support the Excel Export feature.
  • Production Measures - A display issue where the work centre descriptions were reverting to the standard form after Refreshing has been rectified.

Subcontracts

  • Subcontract Retention Release - An issue with the Excel Export where only the first page was being exported is rectified.

Daily Diary

  • Time and Plant - An issue where the Save button appeared to be disabled when it should not have been, is rectified.

Service Desk

  •  Log Maintenance - The Extensions tab combo controls may now call a stored procedure with the primary key as parameter e.g. Combo List set to exec wbGetComboStub @LogHeaderID

Other

  •  Inwards Goods Mobile - An issue on selecting a purchase order has been rectified.

Administration

...

Base Release 4.2.33.x

Beta Release 26 Nov 2018

New Features

Job Wizard

The templates available for subjobs now support the additional context of the parent's template. This allows filtering the subjob temlates based on the template applied to the parent job, rather than just by context of the subjob level.

Image Added

A. When creating (or editing) a job template, the Parent Template may be specified.
B. If the parent template is specified, this is also reflected on the Job Template List.
C. When using the Job Wizard in the creation of a new subjob, we must specify the Parent Job.
D. If the parent job was created using a job template, then this is used to filter the available job templates for the subjob.

Bulk Create AR Invoices -

This new Billing screen is for bulk creation of Input and/or Output based jobs. These will have a common 'Invoice Date' and 'Invoice to Trans Date', but the jobs to invoice are selected from the filtered list.

Image Added

A. The 'Invoice Date' and 'Invoice Due Date' are defaulted based on the control parameter 'Default Job Invoice Date'.
B. Apply any further filter criteria required to view the desired jobs. By default the view will display all Input, Output, and Input-Output based jobs excluding plant, non-stock, and stock jobs.
C. Tick boxes are disabled where the current 'To Invoice' value is zero.
D. Use the Job link to view the Get Sales screen where deferred transaction may be included to invoice. Once the job is invoiced directly from the Get Sales screen, may no longer appear on returning to the Bulk Create screen if the 'To Invoice' value has been zeroed in the process.
E. Select the jobs to bulk invoice using the tick boxes.
F. Click 'Generate Billing' to bulk create the selected invoices with the specified dates, and these will be against the billing job.

Note these invoices must still be approved; and once approve they can be bulk finalised using 'Bulk Send Final Invoices'.


Feature Revisions

Purchasing

  • Purchase Requisitions -
    • A Line Description column of 100 characters has been added as per Purchase Orders, and is also available on the import.
    • Attachment can now be made to Submitted and Approved PRs.
    • The navigation back to the PR from import has been improved.
    • Copying a PR will now also copy the attachment links.
    • The Job and Activity columns have been moved to the start of the grid for consistency with POs.
  • Purchase Order - The Line Details popup has been tweaked to better clarify the information displayed; and the AP Invoice No is now a link to the invoice.
  • AP Vouchers Extraction Downloader - Updated to handle malformed dates in the invoice lines.


  • AP Invoice - the Related tab on the Attached Files popup now also displays attachments made to the related mde voucher where applicable. This is labelled as an APVoucher document while web voucher attachments are against a Voucher document.
    Image Added

Contracts

  • Cashflow - A cashflow may now be Approved to disable further editing, or Unapproved to re-enable editing. This is managed through the 'Approve Cash Flow' and 'Unapprove Cash Flow'  permissions respectively.

Billing

  • Claim Schedule - An issue when updating the Output Code for items with subitems is rectified.
  • Input Get Sales - The Unbilled Transactions tab filters now support the Excel Export feature.
  • Production Measures - A display issue where the work centre descriptions were reverting to the standard form after Refreshing has been rectified.

Subcontracts

  • Subcontract Retention Release - An issue with the Excel Export where only the first page was being exported is rectified.

Daily Diary

  • Time and Plant - An issue where the Save button appeared to be disabled when it should not have been, is rectified.

Service Desk

  •  Log Maintenance - The Extensions tab combo controls may now call a stored procedure with the primary key as parameter e.g. Combo List set to exec wbGetComboStub @LogHeaderID

Other

  •  Inwards Goods Mobile - An issue on selecting a purchase order has been rectified.

Administration

  •  Extension Columns - The Combo data type may now call a stored procedure with the primary key as parameter for its combo list e.g. Combo List set to exec wbGetComboStub @LogHeaderID


Reporting

New Report

Image Added

  • wbDebtors001 - A new Debtors report Aged Debtors By Account Manager has been provided.
  • wbDebtors002 - A new Debtors report Aged Debtors - Report Code Summary has been provided.
  • wbDebtors003 - A new Debtors report Aged Debtors - Client Summary has been provided.
  • wbDebtors004 - A new Debtors report Aged Debtors - Profit Centre Summary has been provided.
  • wbDebtors005 - A new Debtors report Aged Debtors - Client Details has been provided.

Report Revisions

  • wbARCredit001-2; wbARInvoice001-7 - AR Invoices and Credits - Label 'ABN No' has been changed to 'ABN' and hidden if no 'ABN' is supplied on the Location.

  • wbBudgets002 - Variation Request Detailed - Fix error in the report that saw a duplication of the work 'Request' in the title.
  • wbContract006-9 - Contract Reports -The Margin Variance Calculation has been corrected on these reports.
  • wbContract008 - On contract report we have split out the Work Center Code and the Description to aid with readability.
  • wbPurchaseOrder001-4 - Purchase Orders - GST number and Address fields added to PO Locations Data Source.

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