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. 

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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• Job Invoice -
  • Corrected printing of new invoices. The display symptom also displayed irrelevant conversations. 
  • Added the Job Description ($JobDescription) and Job Code ($JobCode) tokens to the Report - AR invoice and AR Credit email templates.
  • Print -
    • When selecting "Print" the previewed report will default to the Invoice type saved on the Job invoice.
    • Added the ability to print any job invoice report from the print button arrow which corresponds with the charge type. 
      • Input / Output - all reports in AR Invoice Report Type
      • Claims - all in Contract Claim Report Type
      • Output Claim - all option in Output Claim Report Type
    • The final flag will only be on finalised invoices. Allowing for reports to use this flag. 
    • Note: The additional invoice report is for additional information, not for an alternate invoice report. 

• Input Get Sales - Auto grid saving is added for input based invoicing with multiple pages of lines.

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NOTE: You must still Generate Billing to create the invoice lines when the lines have been reviewed.

• Claim Get Sales - The Get Sales is enhanced to automatically populate new claims with all lines from all active claim schedules.

Image Added

A.  The Get Sales screen for a new claim is now auto-populated with the lines from all claim schedules associated to the job.

B.  Use the filters as required to find or limit the grid to display  lines as required;

Subcontracts

• Subcontract -
  • Added a Print button on the Subcontract tab to be able to be able to run related Subcontract reports.
  • The Subcontract Contact person picker now indicates whether a person is inactive.

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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 in the other columns with a priority. Give example screenshot.

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