Base Release 4.3.5.x

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All System Admin users will now receive a one time notification per Release. Note this excludes minor Release revisions / hotfixes. This will provide an opportunity to review the corresponding Release Notes if desired. Remember the Release Notes are always accessible from the User Profile menu.

Feature Revisions

General

• A variety of list screens have undergone routine performance review and improved response times should be experienced on:

  • Job List

  • Job Financials List

  • Contract Enquiry

  • Job Enquiry

  • Purchase Order List

  • AP Invoice Batch Entry

  • AP Credit Batch Entry

  • Batch Timesheet List
  • Batch Control List

Timesheets

• Mobile Timesheet - An issue with deletion of a timesheet entry from the mobile screen is rectified. Note, deletion of a timesheet line with associated plant will also delete the plant entry.
  

• Timesheet Administration - Excel Export support has been added to the filter on the Timesheet Administration list.

Purchasing

• Purchase Requisition - An issue creating a Purchase Order from the PR with a designated PR Type has been rectified.

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• AP Voucher Workflow - The link on the review and approval email notification has been adjusted

Contracts

• Forecast - The Forecast tab is improved to recognise a Forecast Closed period and disables the Reviewed and Complete columns, and the Refresh, Approve, and Save buttons. The Reviewed and Complete columns are also disabled on Approved Forecasts.

Jobs

• Quote -
  • Extension column support has been added to Quotes. This is configured in the usual manner through Extension column maintenance and View definitions.
  • Report Text support has been added to Quote for header and footer. This is also supplemented by new HTML settings ‘Report Quote Header’ and ‘Report Quote Footer’. These elements are used for the new Quote Summary report, refer the New Reports below.

• Budget -
  • Negative budgets, such as a reduced scope of work, can now be approved through the standard workflow, if workflow is used. The (negative) budget total is processed based on its absolute value as pertaining to the workflow approval limits.
  • An issue where the Budget Type was not inherited from the header when importing using 'Budget Lines With Job Work Centres', and then not explicitly saving; is rectified.

Billing

• Input Output Based Get Sales - The Apply Filter button has been enhanced to auto save the state of grid lines to allow progressively working through the lines by applying filters. Note the line state is only saved for the screen session so the Save - Generate Billing button must still be clicked when complete in order to generate the invoice. Leaving the screen without the Save action will abandon the line states.

Subcontracts

• Work Order - Work order lines of an approved Work Order can now be manually completed by ticking the Complete checkbox. This will zero the outstanding values of the line, and if there are no further outstanding work order lines then the work order header will also be completed. Note, at this moment this is an irreversible action and the checkbox is disabled once the line is completed.

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• Timesheets - The Bulk Transactions popup is improved to calculate the Hours based on the Start and End Time if supplied. Alternatively the Hours can be entered or edited directly.

Plant

• Plant List - Profit Centre is now a column on the Plant List and is available as a filter. Profit Centre Group is also available as a filter.

Administration

• User - The issue where tabbing through the Employee tab inadvertently defaulted some fields is rectified.

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• wbUtilityChangeAPInvoiceBatchDate Utility -

  • This utility has been updated to include any date adjustments made to the Batch header and AP invoices down to related JobTransaction to prevent any mismatch.

  • If the Batch date is changed out of the period then the AP Invoice and JobTransaction dates are change if the 'Check AP Invoice Date is in Batch Period' ctrl param is set to Yes. Previously this only occurred at AP Invoice level, and only if the Financial System was MYOB or Xero.
  • Validations have been enhanced and period change can only be by one period.

Integration

API

• Attendance is now exposed in the TimesheetAttendanceApi and TimesheetDetailsApi methods.
  

Payroll

• The Payroll Code on job transaction is a required field and validated on Payroll Exports.

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