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Beta Release 4.5.3.x

Scheduled Release - 26 Apr 2021

New Features

Quotes - Create Claim Schedule

Todo

Feature Revisions

Purchasing

  • Purchase Requisition - The Job picker popup is amended to always exclude Finalised jobs. This was previously a default condition that could be removed.

  • Purchase Order - The Job picker popup is amended to always exclude Finalised jobs. This was previously a default condition that could be removed.

  • AP Voucher List - Updated the ‘Assigned’ person picker to list only users with logins rather than employees.

  • AP Invoices - Rectified a local currency GST calculation when processing foreign currency based POs using AP Invoice Batch Entry.

Jobs

  • Jobs List - A ‘Logs’ option is now available on the Job ellipsis if you use Service Desk Logs. This option opens the Log List pre-filtered for the Job and sub-job context.

  • Job Enquiry - The Log column in the Transactions tab is now a link which displays the Log Detail on a new tab.

  • Budget Detail - A popup is now available to view created POs and WOs.

A. The ‘WO/PO’ column can be enabled to display the info icon.

B. Clicking the icon displays the Purchase Orders and Work Orders popup.

C. This popup lists the POs and WOs created from this budget. It does not display all PO and WO lines with matching Job / Work Centre / Activity.

D. The PO/WO number link will display the respective document in a new tab.

E. If the Budget column of the respective document grid be enabled, then a link is displayed on the same basis.

F. The budget link is label by the Internal Reference and open the Job Budget in a new tab.

  • todo

Billing

  • Job Output Entry - The Rate on Job Output Entry is now editable based on the permission ‘Edit Output Rates’ to 4 decimal precision. This permission is only granted to the Administrator role by default. This is not applicable to Output entry on Daysheets and Log Maintenance.

  • Job Credit - Rectified an issue where the email token on the Send Email were no longer rendering.

Dockets

  • Docket - Attachments are now supported on Docket Line via the paper clip icon. Consequently this is also available where dockets are used, namely Daysheet Dockets tab and Voucher Dockets Lines tab.

Subcontracts

  • Contractor Daysheet - The Docket header CompanyID is now populated from the schedule i.e. Catalogues.CompanyID, and not the user who entered the daysheet. This caters for the scenario where daysheets are entered by the admin people of behalf of the subcontractors.

Service Desk

  • Log Maintenance - Simple invoicing from the Log is now available.

A. An ‘Invoice’ button is now available on Logs. Clicking this generates an Invoice linked to this Log by JobInvoices.LogNo. Once an invoice is generated, the button will no longer be available.

B. Once generated an Invoice link is displayed with the Invoice Number. This link displays the invoice in a new tab.

C. Using ‘Get Sales’ will display the typical screen, but in this context the transaction will be auto filtered to for the Log and will be Pending. Note the auto Log filtering is hardwired and cannot be amended in this scenario.

  • q

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