Hotfix Release 4.4.35.20
Release - 20 Oct 2020
Xero - Addresses connectivity issue introduced in 4.4.35.18.
Beta Release 4.4.35.18
Release - 19 Oct 2020
New Features
Claim Schedules - Line Status
Although an original schedule is typically approved in its entirety, this is not usually the case with variations where some line may still be the subject of negotiation. A memorandum line Status field has been introduced to facilitate this scenario.
A Status field is now available at line level for Claim Schedules. The default has a {blank} option as being backward compatible.
Otherwise the list is configurable from Lookups where LookupType = 'ScheduleOutputs Status', but there are no business rules supported.
The line Status displays on Claim Based Get Sales where it can also be updated.
Feature Revisions
Timesheets
Daily & Weekly Timesheet - The ‘Copy Timesheet’ function will no longer copy lines associated with closed job work centres.
Purchasing
Inwards Goods - Columns have been added to display the Activity code and description from the PO lines.
AP Voucher List - ‘Entered By’ is included as a column and a filter.
AP Voucher -
Lines Edit - A new ‘Voucher Lines Edit’ permission to determine if the logged in user can edit voucher lines during the workflow process i.e. whether reviewers and approvers can edit the voucher. The permission is assigned to the global ‘General’ role to retain backward compatible behaviour.
Previous / Next - Rectified an issue where these were disabled in the middle of the AP Voucher or My Approvals list.
Fixed FC - Previously AP Voucher only used current currency rates unless referenced to a fixed currency PO, in which case the currency and rate where determined from the PO.
In addition to these scenarios, the AP Voucher can now also used a fixed currency rate even if the PO is not fixed. Note this can only be set while there are no voucher lines i.e. at the start of the voucher process. Also, if the ‘Fixed FC’ is not ticked, then the current rate will be used on creation of the AP Invoice.
Billing
Job Sales Invoice - The currency always defaults from the job of the invoice. Now, the currency can be changed based on a new setting ‘Currency Change on AR Invoices’ definable at Global, FinCo, Profit Centre, and Company levels. However, the currency may only be changed if there are no lines on the invoice/claim.
Plant
Mobile Plant List - The ‘Create Datasheet’ popup is amended to filter the Datasheet Templates based on the selected plant’s group.
Daily Diary
Daysheet - The Date on the Header tab is now editable until a transaction is created, after which editing is disabled.
Administration
Workflow Schema - A minor tweak for Work Order workflows so the Derive Limit flag is auto-ticked after selecting a Function, as with other Document Types.
Financial
Transfer costing - Transfer costing for time and plant has been reimplemented. In the MDE the 'Transfer Basis for Time' and 'Transfer Basis for Plant' control parameters had 2 values, 'Profit Centre' or 'Branch', which determined when transfer costing was applied. While the Profit Centre option is unchanged, the Branch option has been replaced with 'Group', which uses a new attribute on profit centres called the Transfer Costing Group. With this option, the transfer rate for time will only apply if the Transfer Costing Group on the job profit centre is different from the Transfer Costing Group on the employee profit centre. Similar logic applies for plant. Also, if transfer costing is applied for time, it now takes precedence over EBA costing.
Integration
Xero
AP Invoices - Rectified and issue where rounding difference of less than one cent ($0.01) would result in an export error.
Office365
Emails - A null recipient address will now be ignored. This would previously be logged as an MS Graph API error.
Reports
Report Revisions
wbPOReport001 - PO Report by Supplier - Rectified an issue with the Work Centre description being displayed.