Datasheets
An "emailing engine" is now included in WebWorkbench which processes rows in the Emails table.
A style template can be configured for all emails sent through the email engine, and personal signatures can be appended. These signatures can be set up on a new Email tab on the User Maintenance screen.
Contractor Daysheets
Infrastructure for task scheduling using HangFire has been incorporated.
Purchase Requisitions
Enhancements have been made to Datasheets functionality including:
- A Daysheets List function which shows daysheets according to a variety of selection criteria, and not just those allocated to the current user.
- The ability to create daysheets for other people.
- A Daysheet Report, printable from the Daysheet Entry screen.
- Not allowing the text of questions to be changed once there are answers recorded against them.
- Activating the Datasheets tabs on People, Companies and Jobs, so that related datasheets are listed, and may be opened to see the detail.
Contractor Daysheets
A Decline function has been added to the AP Invoice Approval screen. This enables the AP Invoice to be assigned to another person, along with an email with the RCTI PDF attached.
On approval, a formatted email can be sent to the contractor billing contact. There are 3 settings which determine the behaviour in this scenario:
- Create PDF on Document Approval - if set to Yes then PDFs are automatically created as Stored Files
- Email AP Invoices on Approval - if set to Yes, an editable email is sent to the supplier billing contact ,with the PDF attachment
- Email Sender ID - if specified, the sender of these approved AP Invoice emails will be from this person, and they will also receive a BCC copy of each email
Edit Permissions on People and User Screens
"Edit Person" and "Edit User" permissions have been added which, if granted, allow users to edit data on these screens. Without these permissions the screens are display only.
Personalised Sharperlight Content
The web content displayed on the Portal Home page is now user configurable, according to a setting called "Sharperlight Dashboard URL".
Purchase Requisitions
Various enhancements and fixes have been made to the Purchase Requisitions module.