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Nelson Leong

Nelson Leong

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Beta Release 21 May 2019

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Support for Contextual Help has been added.

A. The new ? (question mark) symbol on the blue bar, or on popup title bars, provides access to contextually sensitive help for the page currently displayed. The ? may be disabled (grey) should contextual help be currently unavailable.

B. Remember that access to the Help Index is still available from the Profile menu.

Forecast - Improved Navigation

Navigation in the Forecast screen has been enhanced to better support adjustment for budgets with many lines.

A. The + symbol has been added to expand a job down to activity level.

B. The Job link is still available to expand to Work Centre level, which can be individually expanded to Activity.

C. The Job, Work Centre, Activity columns are now fixed in place, and should you have a smaller monitor and be required to scroll across, the three identifying columns will remain displayed.

D. The Adjustment popup is still accessed from the Uncommitted value or Risk value respectively (at Work Centre or Activity levels)

E. The Adjustment popup is now full width and provides a Forecast Movement Summary to provide better context for the adjustment.

F. A new comment field is available for the forecast line; and this is also directly editable on the forecast.

G. As before the activities available depend on your entry point, either the specific entry activity or all valid activities for the entry work centre.

H. Navigation button for Previous / Next activity are available within the current work centre context; and respective button will be disabled when you get to the end of the work centre activty list.

I. As before, Save and Close when your adjustment is complete.

AP Voucher - Pre-sold PO Lines

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Δ Note: This version includes a technical upgrade to the application grids in order to remain up-to-date with application components. The margins in the new grid has changes slightly so please bear with us as we are in the process of review alignments across the system.


Feature Revisions

General

  • List Filters - The collapsible filters have been enhanced to allow the initial criteria to be amended if it is not mandatory for the respective list. Previously the default filter was non-collapsible even when not mandatory.
  • Company picker - The FinCo is now displayed in the Company picker suggestion list and search popup.

Timesheets

  • Mobile Timesheets - The Stock Issue from timesheets now allows selection of Purchase activities as well as Stock activities.
  • Batch Timesheets - The batching criteria for timesheets now includes a Timesheet Group filter option.

Purchasing

  • Purchase Order - The default currency for a PO as configured for the supplier, is now editable provided there are no PO lines.
  • Voucher - The Excel Export feature is now available from the Dockets tab filter.

Job Costing

  • Job Financials List -
    • The 'Account Manager' and 'Job Manager' filter criteria now support 'is one of' as an option.
    • Negative values in Surplus/Deficit column now display in red.
    • The columns 'Unapproved Revenue', 'Surplus / Deficit', '%', and 'Margin' are now sortable.

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  • Budget Detail - The Budget Detail view for budget 'Journals' when entering from My Approvals and the Forecast Budget popup were incorrect, and were displaying the data in context of a standard budget entry. This is rectified.

Subcontracts

  • Work Orders - An issue where the Work Centre in the lines was not being defaulted when the column was hidden is rectified.
  • Subcontractor Portal - An issue where the breadcrumb was redirecting to an incorrect URL and causing an error is resolved.
  • Subcontract Claim - The batch process for a subcontract claim is now equivalent to an AP invoice. That is, when the sub claim is batched in a closed period where the ctrl param 'Check AP Invoice Date is in Batch Period' is Yes; then:
    • The sub claim and its job transactions are put into the next open period
    • The Claim Date is updated to the 1st of the new period and
    • A comment is added to the Claim Details regarding the date change.
    • The user is notified of this in the batch success message.

Billing

  • Job Invoice - The Attachments popup is now available even when the the invoice is Finalised or Updated.

Expense Claims

  • Attachments - Downloading attachments was not using the original filename when saved. This is rectified.

Administration

  • Period Ends - A requirement where the Period End required the period for the current date (today) to be completely open has been removed. The user is completely in control to ensure the correct periods or modules are open or closed as required.

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