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Malcolm Mackay

Nelson Leong

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Beta Release 21 May 2019


New Features

Contextual Help

Support for Contextual Help has been added.

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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.

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

AP Voucher - Pre-sold PO Lines

Visibility of pre-sold PO lines is now available in AP Vouchers.

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  • When voucher lines are matched to lines from a pre-sold PO (a PO that has been included on an AR invoice) then an info icon will display in This Voucher.
  • Hovering over the info icon will display the corresponding AR invoice number and value for the PO line in a tooltip.
  • The voucher is processed as usual and resultant AP Invoice line cannot be re-sold.

Multi-Currency Supplier

Multi-currency suppliers are now supported should you have to process POs and AP Invoices in various currencies from the same supplier.

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• (manual) AP Invoice: The behaviour is as per POs. The currency will continue to default from the supplier's currency but the currency picker will be editable if there are no AP invoice lines

Technical Notes

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 changed slightly, so please bear with us as we are in the process of reviewing 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. Remember you can click directly on a term in the criteria to edit, rather than first expanding the filters.

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  • 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. If there are any budget lines that present with "Journal", change these manually to the correct budget type and save. If the budget type is Original Contract, you may need to make another change on the line for this to save correctly. 

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.

Leave Management

  • Timesheet lines generated from leave requests now include the leave type description in the comments.
  • Leave requests now cannot be created or approved when the date range includes any days in past periods which are closed for Time.
  • When creating a new leave request, the Save button now saves the request and enables the Messages and File Attachments tabs without closing the form.

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.


Reports

New Reports

  • wbBudgets005 - Variation Request Summary - A new 'Variation Request Summary' report has been provided without Detail lines and with addition of the Retail value.

Report Revisions

  • wbBudgets002- Variation Request Detailed - Fixed an issue with 'Description' label visibility and suppressed 0.00 values if UseRevenueLines flag is ticked.

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