Base Release 4.2.22.x

Scheduled Release 25 Jun 2018

New Features

Reporting

• Reports Dashboard - The dashboard has been redesigned to provide filtering and pagination to improve performance and allow rapid access via the key element of report type, report name, and favourites.
  

Feature Revisions

Timesheets

• Mobile - On the mobi Timesheet the hours Quantity now always recalculates should the Star or End times get amended.

• Approvals - The Week-ending date is now refreshed when using the 'Prev' and 'Next' button to navigate between timesheets.
  

Contracts

• Forecast tab - The Forecast Adjustment popup is now available for approved forecast, although not editable. Previously the popup was not available.

Jobs

• Job Enquiry - On the Summary tab of Job Enquiry, there is a change in column headings:
  • "Revenue" becomes "Unapproved Revenue"
  • "Approved Invoicing" becomes "Approved Revenue"
  • "Invoicing" becomes "Total Revenue"

Purchasing

• Purchase Requisitions - The settings for Purchase Requisition Delivery Address types are now active by default when created.

• AP Invoice List -
  • Unapplied credits were not being displayed, and the issue is resolved.
    
  • The 'Included Related Credits' tickbox is removed and credits are automatically show when searching by Invoice No. A column showing 'Total Credit Incl' has been added, and also 'Credit No' is added as an explicit filter.

• AP Invoice Details -
  • The TransDate on AP Invoice lines are now updated when the header is changed.
  • The Code column in the AP invoice docket popup now displays the description for the selected code.

Subcontracts

• Subcontract Detail - To avoid confusion, the Subcontract context field on the Insurances tab of Subcontract details is now enforced as blank if the selected insurance Type on the row has an 'Is Mandatory' value of 'Subcontractor'.

Billing

• Input Based Get Sales - Dynamic totals have been added on the Input Based Get Sales screen to show the Invoice, Defer, and WriteOff totals based on selected transactions.

Dockets

• Docket Entry -
  • The related Job Transaction record for a Docket line is now deleted if the docket line is deleted. Note the docket line cannot be deleted should the underlying job transaction be approved, billed or invoiced; and the docket line is then disabled.
    
  • The import button was calling the incorrect import procedure. It is rectified to wbImportDocketLines, NOT wbImportDocketOutputs

Plant

• Plant Item Detail - The Plant Rates tab is updated to allow only one default to be saved.

Expense Claims

• Expense Claims - There was an issue changing the currency on lines, and this is rectified.

Administration

• Roles - The 'General' global role has been granted the new “Workflow Reviewer” and ” Workflow Approver” permissions by default to retain backward compatibility.
  

Reports

New Reports

• Approvals - New report of 'Contract Cash Flow' is now available on the Contract enquiry Cashflow tab.
  

Report Revisions

• Report Types - The 'Price Request' report type has been renamed 'Budgets' and associated reports transferred.

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