New Features
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- Job List - Changed the Job picker to enable jobs with non-alphanumeric characters such as a full stop, dash and underscore.
- Budgets - Enable the different budget imports from the Job Budget screen. (previously only the Budget Lines could be imported from here)
Timesheets
- Timesheet Approval & Timesheet Administration - Added the Create Tile, Export and the following filters to the Timesheet Approval screens:
- Completed = Yes/No with the Yes as the default.
- Approved = Yes/No with the No as the default.
- EBA - When removing 0 timesheet lines, they will not be deleted when the EmploymentAgreementGenerated does not equal 0.
Purchasing
- Purchase Order - The screen now supports a list of PO imports. These are indicated by the ImportHeader.DocType of 'Purchase Order'.
- AP Voucher / AP Invoice - The application is now able to revert an AP Invoice created from erroneous AP Voucher data.
A. Say we have approved an AP Voucher and the AP Invoice is created before we notice an error. Previously this situation could not be rectified by a user.
B. A user with 'Unapprove AP Invoices' permission is now able to Unapprove the AP Invoice, and this displays different buttons.
C. A user can then Delete the AP Invoice, and if the AP Invoice was created from an AP Voucher then a prompt is displayed.
D. The user can now agree to Delete the AP Invoice and this updates the respective AP Voucher to a 'Cancelled' status.
E. Should there be a need to correct the AP Voucher and reprocess, we just need to Uncancel the voucher.
- AP Voucher - The 'Cancel Vouchers' permission has been extended to apply to the workflow assigned person and users with Voucher Admin Review/Approval. Note that the 'Cancel Vouchers' permission was added to the General role to retain compatibility.
Work Breakdown
- Activity - The markup fields have been added to the Subcontract Activity Type.
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E. Should you need to edit and existing claim and the line was not initially populated you will have to trigger the auto-line population by:
• Change the invoice job to another job and save the invoice
• Change the invoice job back to your original job and save the invoice
• When you now click Get Sales all schedule lines will have been included and previous lines will be intact
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- Work Order - Default the delivery address to the Job site address on a new work order. If the job is changed, the site address will also be changed to the job address of the job entered.
- Subcontract Claim - Added the Subcontract Job Description ($SubcontractJobDescription) and Subcontract Job Code $SubcontractJobCode) tokens to the Report - Subcontract Claim Approved and Subcontract Claim email templates.
- Subcontract Claims List -
- Now includes a Subcontractor Emailed column indicating the date when correspondence was emailed to the subcontractor for a claim.
- The Job and Subcontractor are also listed and totals have been added.
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Time and Plant, Crew Timesheet - Removed the Parent Job filter in job filter lookup in the grid of the Time and Plant screen.
Expense Claims
- Added duplicate line icon to the expense claim.
Mobile Datasheets
- Add the ability to create and fill in datasheets for logs and plant items. Including adding file attachments.
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- Text Footer Columns - Configurable text based footer columns have been introduced to cater for basic tabular formatted information that is not well supported by the HTML footer. They are only available on the reports listed below and where the report is portrait.
• The footer column text is defined as Lookups where the Type determines what document the footer applies to. The supported Lookup Types are:
• AP Invoice Footer Grid
• AR Credit Footer Grid
• AR Invoice Footer Grid
• Contract Claim Footer Grid
• Output Claim Footer Grid
• PO Footer Grid
• Subcontract Claim Footer Grid
• WO Footer Grid
- The maxium limit for the number of column's is 5 per location. The default format is: 1 column = Font 10pt, 2 columns = Font 9pt, 3 columns = Font 8pt, 4 columns = Font 7pt and 5 columns = Font 6pt.
- You can enter a sequence (priority) for a column that you want to be blank, for placement of the text. Ie: You want text to only be in the 5th column. The font will be 6pt, because you have essentially told the system that you have 5 columns. You would enter Priority 5 for the location with the Description text. You do not have to put enter in the any other columns with a priority. Give example screenshot.
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- You can enter in a combination of sequences (priorities) to space the data. The screen shot above has 3 columns, priority 1, priority 2 and priority 3. If you did not want column 2 data, but you wanted the placement of 3 columns, you would enter in priority 1 with data (Workbench - Head Office etc, and priority 3 with data. ( AUSTRALIAN PARTNERS & SINGAPORE PARTNER etc).
Report Revisions
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