Beta Release 4.4.17.14

Release 28 Jan 2020

• Δ #1 For MYOB Advanced sites this release requires an end-point upgrade v6.00.00.8.

Feature Revisions

General

• Company Details - The label typo for the ‘Bank Account Ref 2’ field is corrected.

Timesheets

• Timesheet Daily - Editing the timesheet hours Qty for an Allowance activity by a plant driver was displaying an error message. This is now rectified.

Purchasing

• Purchase Requisitions -

  • The workflow Finco matching entity for PRs have been amended to match on the PR’s header job Finco, rather than the submitting user’s Finco.

  • Also an issue where multiple Finco were not matching is rectified.

• Purchase Orders -

  • Rectified an issue where the Work Centre was not being re-defaulted when the Activity was changed.

  • The Messages functionality is now only enabled after saving. This is to prevent messages / email being sent with a PO number of zero.

  • The PO link from the PO approved email was displaying the PO incorrectly. This is rectified.

• AP Vouchers -

  • The Comment specified when explicitly assigning an AP Voucher is now displayed in the Messages tab as part of the audit trail.

  • PO Lines tab -The Activity will now be display based on Grid Management. Previously the Activity did not display correctly.

Contracts

• Forecast - Previously the user would be required to click ‘Refresh’ after having imported forecast adjustments to have them displayed. This is no longer required and the Refresh is auto triggered after the forecast adjustments import.

Jobs

• Budgets -

  • When budgeting by Cost Element and specifying an employee, the Cost Rate will now default to the employee’s class rate.

  • Budget in My Approvals List will now displayed the Internal Reference rather than the record ID.

  • Zero and negative total value budget such as may arise from de-scoping of work, can now be submitted for approval. Previously a rule prevented these scenarios.

• Job Enquiry - An issue where the Details tab was retaining a cached view of its data is resolved. Now performing a browser refresh (F5) will display the latest data.

Subcontracts

• Subcontract Claim -

  • An error is now displayed on saving if the claim date is prior to any of the WOs that have been claimed against.

  • The claim Certification Due and Payment Due dates have been enhanced.

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B. The resultant ‘Process Date’ based on the subcontract option is displayed on the sub-claim. The Certification Due and Payment Due date are calculated from the Process Date, accounting for weekend and specified holidays based on the offset days specified for the subcontract.

Billing

• Input/ Output Based Get Sales - The Unbilled Transaction tab now supports a Sell Value != criteria

• Claim Based Get Sales - The lines from inactive schedules will now be displayed to show their previous claim values, but will be disabled to prevent further claiming. If the invoice was previously created and the inactive schedule lines are not visible then use the ‘Refresh’ button.

Work Breakdown

• Claim Schedule - Some enhancement to improve the general usability:

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D. The ‘Manual Ordering' button is now always available and will display the Sequence and Parent columns to allow for manual editing. Click the ‘Drag and Drop’ button to revert to the standard behaviour. Manual ordering is NOT recommended as it vulnerable to error, however it may be useful in some cases.

Stock

• General - A new ctrl param ‘Stock Module Process' with options ‘Legacy’ and ‘Stock’ has been introduced, the default being 'Legacy’. This will retain backward compatible behaviour before the introduction of the web Stock module.

Administration

• Users - The Expense Claim input is now available on the Main tab based on the user being an employee rather than having a login. This caters for situation where expense claim are captured on behalf of the employee.

• My Approval Daily Reminder Email - The scheduler time is amended from 6 am NZ time to 8 am NZ time.

Integration

MYOB Advanced

Δ #1 For MYOB Advanced sites this release requires an end-point upgrade v6.00.00.8.

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This feature is enabled by switching on Stock on the MYOB Advanced Integration screen.

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Reporting

Report Revisions

• Job Invoice Schedule report type - Added Not equal to, Is One of and Is Not One Of to Invoice Status filter.

• wbDailyDiary001 - Daily Diary Daysheet - Comments field is now included.

• wbSubcontractTransactions002 - Subcontract Retentions Outstanding - Added Decimals onto this report.

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