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Base Release 4.2.15.x

Scheduled Release 05-Mar-2018


New Features

Datasheets

  • Extension Fields support - Extension fields are now supported for Datasheets. These are configured as follows:

Setup the Extension Columns


• Go to Extension Column Maintenance screen (from Administration - General Config - Extension Columns).
• Define the required extension columns using the Extension Type of 'Datasheets'.

Setup the Extension View

• Go to Extension View screen (click the [Views] button on Extension Column Maintenance screen with 'Datasheets' selected for Extension Type).
• Specify a View Name of 'Web Datasheet' and click [Add View] to create a generic datasheet view i.e. available on all datasheets.
• For a template specific view the name should be 'Web Datasheet TemplateDescription' for example 'Web Datasheet Project Close Out' view would be specific to the 'Project Close Out' datasheet template.
• If both the generic and specific are defined then the specific takes precedence.
• Make sure the new 'Web Datasheet' is the selected View.
• Add the required columns and click [Save].
• • • • • • • •• A• A•• Note adding the column 'New Display Column' will place the later controls into the right half area (refer Datasheet Use below), without it the controls would both occupy the full width.

• •

Datasheet Us

• • On creating a new datasheet the respective extension columns will be displayed for data entry.

• The extension columns are automatically available as filters on the Datasheet List


Feature Revisions

Timesheets

  • Approval 2 - The Employee Class in Timesheets - Approval 2 will now default to hidden for simplicity.

Purchasing

  • Purchase Order Details -
    • Purchase order lines Activity is now restricted by the respective job Cost Activity Group. It was previously not restricted.
    • There was an issue saving the supplier contact person when saving a new purchase order. This is rectified.
    • The Supplier picker now always excludes inactive suppliers.
    • A total line is added to the bottom of the Purchase Order lines grid for Cost and Cost Outstanding.
  • AP Invoice List - The PO Number filter on AP Invoice List was filtering with the AP Invoice header PO, this is changed to filter against AP Invoice line POs.
  • AP Invoice - The control parameter 'AP Invoice maximum characters' default is now 20 by default; it was 10.

Work Breakdown

  • Activity Group Details - Some minor tweaks to Activity Group Details popup: Label change to 'Plant Work Centre Basis'; Add a tickbox into 'Included' header to shortcut ticking; and make 'Add From Group' blank by default.

Jobs

  • General - Job descriptions now supports UTF-8 character set so pipe ( | ) symbols may be used.
  • Job Wizard -
    • The Job Wizard no longer prompts for creating a contract if the parent or ancestor job already has a contract.
    • Required Job Groups are now supported. This check will be performed on creating a new job through the Job Wizard or editing an existing job through Job Maintenance.
    • A minimum of three (3) characters is now enforced on new Job and Plant codes. Any existing 2 character codes are not affected.
  • Job Maintenance - Required Job Groups are now supported. This check will be performed on creating a new job through the Job Wizard or editing an existing job through Job Maintenance.
  • Job Enquiry - Details tab -
    • The drill down on Details tab now also displays the respective quantity at Cost Category and Activity with its units in the Budget Hours and Actual Hours columns. Previous this column only displayed labour hour.
    • The column Forecast Final Cost column is removed from Detail tab of Job Enquiry as it was causing confusion.
    • A new permission 'View Job Summary Tab' is added that controls visibility of this Job Enquiry tab. By default it is added to the 'General' Global Role. Note there are existing permissions related to other Job Enquiry tabs - View Job Revenue Tab, and View Job Outputs Tab.

Billing

  • Job Invoices List - Job picker allows selection of all jobs, irrespective if closed or finalised.
  • Job Invoice Details -
    • The invoice lines Job picker now allows closed but not finalised jobs to be specified.
    • There was an issue where the Print button was disabled if there was no AR Invoice Additional report type or report. This is rectified.
  • Claim Based Get Sales - 
    • The 'Sub Job Get Sales' now hides all 'Claim Schedule' sub jobs to the contract job to simplify the display.
    • The schedule Details field is now displayed on the Job invoicing claim-based Get Sales screen to provide further item information.
  • Job Credit Details - The invoice lines Job picker now allows closed but not finalised jobs to be specified.

Daily Diary

  • Timsheets - On Daily Diary - Timsheets (Crew Timesheets), the Bulk Transactions button popup now supports Start Time and End Time.

Datasheets

  • Datasheet List - Rename 'Person' filter to 'Assignee' for consistency. Specific filters are now available for the key tables respectively i.e. Company, Person, Job, Subcontract, and Plant.
  • Datasheet - The new datasheet popup layout had a minor adjustment for readability.
  • Questions - Datasheet questions now supports time as a Data Type.

Plant

  • Plant Details -
    • A minimum of three (3) characters is now enforced on new Job and Plant codes. Any existing 2 character codes are not affected.
    • A default rate is now mandatory on the plant item Plant Rates tab.
    • Activity on Plant Item Maintenance is no longer required and is removed.
      • This will affect the your timesheet Plant issue workcentre (Daily Timesheet, Mobile Timesheet, Daily Diary Time & Plant) if you are using the 'Activity' Work Centre Basis.
      • The Plant Work Centre Basis derived value for 'Activity' will now be based on the Workcentre define in the job's Cost Activity Group for the Activity on the selected plant rate.

General

  • Company Details - When opening a person's details from the company People tab, the Person popup was opening behind the Company popup. This is rectified.
  • My Approvals List - When displaying My Approvals, it incorrectly identified an AP Credit as AP Invoice. This is rectified and now opens on AP credit popup.
  • Catalogue Details - The Cost and Sell rates on the Catalogue Details screen now support 4 decimal.

Administration

  • User Details - The field Default Job on the Employee Details tab of User has been removed as it is not used.
  • Location based Settings -There was an issue where location settings like 'Next PO Number' were getting reinstated after they were removed. This is rectified.
  • Activity Group Ccontrol parameters - The UseForWeb is set for the control parameters 'Use Different Budget Activity Group' and 'Use Different Forecast Activity Group'.
  • System Wizard - The 'Week 1 Ending Date' control parameter set from System Wizard has its label and description updated.

Reports

  • Report Viewer - Downloading report via the Print preview to Word and Excel are available. The icons show on the top left (in the Title bar) above the report.
  • Report Maintenance - The 'Report Type' list control on the Reports Maintenance grid is now correctly sorted in alphabetical order.
  • Setting - A new setting 'Display SSRS Report Parameters' with a tickbox at Global and Person level enables / hides the parameter section on (supported) reports displaying the parameter values passed to the SSRS report. This is aimed at assisting consultant troubleshoot reporting issues.

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