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Beta Released Scheduled 04 Nov 2019

New Features

Document Communications

The initial phase of the Document Communications feature provides a template-based approach to standardised documents. A document includes some base attributes and allows client specific document formats to be defined through Extension fields and the related SSRS report. The preview and email of documents leverages the email Conversation panel with integrated Microsoft Office 365 email conversations to provide a view of sent and received emails (if Office 365 enabled on our AWS hosting platform). This feature is available under the Contracts or Subcontracts module.

Usage

The Document Communications feature is accessed from the Document List under the List menu. A new Document is created with the [+ New Document] button.

A.  Select the required Doc Type as per the Document Type setup. This will drive the associated defaults in this tab and the Content tab. Also specify a Name for this document.

B.  The editable Doc No can be specified or generated as per the Document Number setup. The existing number can be refreshed should a numbering component change.

C.  Select the category for this document. The options available are as per the setup for the selected Doc Type.

D.  Select the applicable Status. The options are as per Status setup.

E.  Some document related dates may be recorded. The Doc Date and Response Required are included in the generic report.

F.  The document may be associated to one or more entities, where Document is an existing document.

G.  The outcome for this document may be recorded in due course.

H.  Once you [Save] you can 'Reload Extension Columns' to view the associated fields. Conditional extension columns are setup in the usual manner.

Selection of the Doc Type on the Details tab also drives defaults on the Contents tab.

I.  The document Details default from the Document Type Default Details as per the Document Type setup. This may be edited and supports basic html formatting and forms the main body of the generic report.

J.  The email Subject defaults via Document Type as per the Document Email Template setup and may be edited.

K.  The email Body also defaults via Document Type as per the Document Email Template setup and may be edited

L.  Specify the Document From as the sender. This is included in the generic report as the sender of the document.

M.  Specify the To recipient and CC recipient if required. Use the + button to add additional people. Only the To recipients are listed in the generic report.

N.  Attachments to the email may be selected from those already attached to the document. Use the + button to add additional attachments.

O.  Use the Preview button to display the PDF version of the document, noting a preview does not display email related details. Use the Edit button to return to this editable view. The Preview options list of reports must belong to the Report Type associated to the selected Document Type. The generic format installed is under the ‘Document Register’ Report Type.

P.  When ready, use Send to email the document. The sent email is displayed in the conversation panel as the first email.  A document MUST be previewed before it can be sent.

After sending, viewing the document will default to the PDF view.

Q.  The default view for a sent message is the PDF view of the document.

R.  Click the down/up caret to show/hide the email area.

S.  The email area supports the typical Forward and Reply options, and these emails will also display in the conversation panel for the document.

T.  The ‘Edit Message’ link will display the data entry view of the content tab.



Feature Revisions

Jobs

  • Forecast - Comments, Reviewed and Complete columns can now be hidden via Grid Management without errors occurring on the Forecast. 

Purchasing

  • Purchase Orders - Can now sort by 'Original Value' or 'Outstanding Value' on the Purchase Order list screen without error. 
  • Purchase Requisitions - User will not longer be able to submit Purchase Requisitions that have no lines or the total is less than 1. An error message will occur: "Total Cost must be greater than 0 when submitted".



Daily Diary

  • Daysheet - The Work Centre field is now showing the Code and Description in the picker. 
  • Crew Timesheets - Ensured that invalid shifts cannot be entered.

Integration


  • MYOB Accountright - enabled Other Expense and Other Income GL accounts to be imported into Workbench. 
  • MYOB Advanced - 
    • When creating Projects out of Jobs, add a default task with with ID and description hard-coded to “NONE”
    • Only export jobs that have a group named ‘MYOB Advanced' under category 'Export’.



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