16 December 2016

New

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Features

Contracts

1. Contracts have been introduced. A contract may be created with a manual job in the Job Wizard, or post job creation with ‘New Contract’ from Job Maintenance. On saving the base contract, supplementary contract tabs become available.

2. A contract applies to the job on which it is created and any sub jobs; and the ‘New Contract’ button will subsequently be hidden.

3. The Contract Enquiry view is accessed from the ellipsis menu of the Job List, and you are prompted with the parent job contract if accessing from a contract sub job, or presented with an error message if no contract exists.

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1. Job Receipting Batch Entry is now available under Billing should your financial system not provide export of receipting data.

2. Job Financial List - The Job Financials List has been introduced to provides basic financial fields across jobs in a filterable list. It is accessible by toggling from the Jobs List or under the Lists menu.

Feature Revisions

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Companies        

• Company Details  - Inactive people on the Company Details - People tab are now recognizable by the 'Inactive' indicator. Inactive people are also indicated on selection by being displayed with a '(Inactive)' suffix to their name.

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• Job Budget List - 'Cost Rate' and 'Retail Rate' fields have been added to Job Budgets. Previously only the 'Cost' and 'Retail' value fields were available.
• Job Details - The Job Detail fields for 'Job Manager' and 'Account Manager' are now filtered for the appropriate people. These are based on the respective indicators added to User Details.
• Job Enquiry
  • The 'Log No' is added to the Job Enquiry - Transaction tab as a sortable column
  • The Transaction tab was previously limited to 100 records matching the filter criteria. This has been extended to provide a 100 record paginated view of any matching result set.
• Job List - The 'Outputs' option on the job ellipsis menu has been deprecated in favour of the new job output screen.
• Job Maintenance - The General tab fields for Job Manager and Account Manager now explicitly filter for these properties as set on the person's Employee Detail tab.

Service Desk

• Log Maintenance - "The Log Status is no longer editable, it is now set based on the following:

  • if completed date is specified then 'Completed'

  • if allocated person specified then 'Allocated'

  • otherwise 'Entered'

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• Daily Timesheet – ‘Start' and 'End' time fields have been added to the Daily Timesheet for EBA. The fields are hidden by default and if required they must enabled on the TimesheetDaily grid via Grid Management. The fields expect data in 24-format and are used to calculate the Quantity hours for the timesheet line. If the End  time is numerically 'before' the 'Start' time then this is assumed to be a shift through midnight into the following day. Should 'Quantity' hours be edited after the calculation then the user is prompted to update the times as required.

Users

• User Detail – The Employee Detail tab now includes checkboxes to explicitly indicate the user as a Job Manager and/or Account Manager. This is used to filter the respective lists on Job Maintenance.

Work Breakdown

• Activities - An alternate breakdown of activities by user configurable Cost Categories is supported, managed from the Cost Category Maintenance screen. Any activities not explicitly assigned a Cost Category will list under the ‘[Undefined]’ cost category in any applicable aggregation.

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