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Hotfix Release 4.4.12.16

Release 24 Oct 2019

  • Rectifies a beta issue of AP Voucher links on My Approvals List.


Base Release 4.4.12.15

Beta Release 21 Oct 2019

New Features

AP Invoices

We have added a link from the Confirm Purchase Order screen, to open the Purchase Order Line Receipts and AP Invoice. You can open the AP Invoice from the AP Invoice List, AP Batch or from the Approvals List, select the Link button (A) which opens the AP Invoice. 

In the Derived column, select the PO link (B) to open the Confirm Purchase Order screen.

From there you can check on your purchase order, by selecting the information link (C).  This opens the Purchase Order Line Receipts and AP Invoices (D) screen.

Workflow Function Derived Limits

All the functions for Purchase Orders, Subcontract Claims, and Vouchers workflow schemas now support the 'Derived Limit' option. This allows for the limit amount to be referenced from setting for the resolved individual as opposed to specifying a limit for the function in the workflow. Previously this option was only available for the PO Approver function in Vouchers.

(warning)  Note previously the PO Approver function in Vouchers referred to the PO Approvers Limit setting; it now refers to the AP invoice Approvers Limit setting for consistency with other voucher derived limits.


•   The 'Derived Limit' option is now available for all Functions in Purchase Orders, Subcontract Claims, and Vouchers workflow schemas .
•   Tick the checkbox to enable the Derived Limit, and the Limit will reset to zero (0.00).
•   Conversely, setting a Limit of zero will also enable the Derived Limit.
•   The derived limit for the workflow schema's are:

•   Purchase Orders schemas refer to 'PO Approvers Limit' setting
•   Subcontract Claims •   schemas refer to 'Subcontract Claim Approvers Limit' setting
•   Vouchers schemas refer to 'AP invoice Approvers Limit' setting
 Note previously the(warning) PO Approver function in Vouchers referred to the PO Approvers Limit 

•   Also recall that the permissions Workflow Reviewer and Workflow Approver apply across all workflows functions, and can be used to refine the valid step allocation.

Output Claims Features

This functionality provides for output-based billing in a claim invoicing format.

Schedule Setup

A.  The standard Output Schedule screen has been enhanced with a new attribute Output Type. The new type is ‘Output Claim’, and the existing output schedules will display a type of ‘Standard’.
B.  Once created, the Output Claim schedules are associated to a job in the standard way - through the Schedules tab on Job Maintenance. Note as per standard output schedules, the output claim schedules must be associated to the relevant jobs and do not inherit into sub-jobs.
C.  Output claim schedules are also visible from the Schedules tab on Contract Enquiry where they can be created from the New Output Claim Schedule button. This will default the Output Type to ‘Output Claim’ and auto link it to the contract job.

Work Progress

A.  Recording work progress is through the standard job output screens – Job Output Entry for initial entry and Job Outputs List for any editing; and recall the output claim schedules must be associated to the relevant jobs.

Billing

A.  Creating a new invoice for a job with an Output Claim schedule will auto assign a Claim Number.
B.  The job invoice lines are grouped based on the Charge Type as per the norm.
C.  Click Get Sales to perform the invoicing process as usual. Like standard outputs, the billable transactions are determined by the Invoice Trans To Date.
D.  You can now define Invoice Type using any of the invoice report format from AR Invoice, Contract Claims, and now Output Claims report types. Note the Print button now defaults to the specified Invoice Format. The Print button displays the Output Claim equivalent of the 3 standard claim invoice reports –

•  Output Claim Payment Certificate, note Contract Summary is from Budget
•  Output Claim Schedule - All Items
•  Detailed Output Claim Payment Certificate, note Contract Summary is from Budget

E.  The Get Sales screen will be as per the output-based for the Unbilled Transactions tab and the Billed Transactions tab.
F.  The Summary tab is adapted to provide a claim-to-date perspective based on the billed transactions.
G.  The Output Schedule values will display in the Schedule Summary grouped by Schedule Type.
H.  The corresponding claims will display in the Claim Summary.

Plant Assignments & Stand Down

This functionality provides for planned bulk plant assignments or stand down.

Plant Assignment Setup

A.  The supported filters are Assignment, Job and Plant.
B.  The Main tab specifies the header details, specifically:

•  Frequency - the issue frequency of the assignment
•  Status – whether Entered, Approved, or Closed

C.  The Lines tab specifies the plant issue details specifically the rate, quantity and period to be issued.

Plant Stand Down Setup

A.  The supported filters are Assignment, Job, Plant, Stand Down Overlap, and Is Active (default).
B.  The Main tab specifies the header details, specifically the affected Plant Assignment, Period and Status.
C.  The Lines tab specifies the plant stand down details specifically the rate and stand down period.
D.  A rate can be applied across all lines by selecting (indicated green) the required rate and clicking [Default Rate].

Assignment Bulk Issue

A.  Select the Assignment Bulk Issue option from the ellipsis menu of a Plant Issue Batch to display the screen.
B.  Specify the filters to preview the resultant plant issue transaction resulting from the Plant Assignment and a date range.
C.  Indicate the transaction to issue using the tickboxes.
D.  When selected click [Confirm Issues] to add the transaction to the Plant Issue Batch, and the selected transaction will be removed from the list.
E.  Click [View Transaction] to navigate to the Plant Issue Batch details where the transactions are displayed. This is the standard Batch Detail view you enter from the Batch List.
F.  Use [Assignment Bulk Issue] to return to the previous screen if required.
G.  On completion click [Save] to save the issue transactions in the batch as per usual.


Feature Revisions

Jobs

  • An error when creating sub-jobs manually without a template was fixed.
  • Display the Asset Reference field on the Job and Plant maintenance, Reference and Dates tab.

Purchasing

  • Image List - There is response degradation of the Downloader in situations where images are accumulated to month-end before processing, resulting in a large update that can take several minutes. This revision allows the [Refresh] button to only updates the status of image documents currently displayed. 
  • AP Vouchers - The voucher screens has undergone a scheduled performance review and responsiveness has been improved.
  • AP Invoice - Docket lines now receives 4 decimal rates.

Billing

  • Fixed the report header rendering on PDF's, created and attached at the time of selecting Final Invoice. 
  • Unbilled transactions in Get Sales, will be shown as 4 decimal places.

Timesheets

  • Previously timesheet lines entered with zero hours would be automatically removed on save.  This has been changed to allow zero hours on lines which have a start time specified.

Subcontracts

  • Subcontracts List - The breadcrumb from Job is now retained when drilling to a specific subcontract. This list filter was being cleared previously.
  • Subcontract - The Control Parameter 'SubContract Code Digits' can now be set to 0 to indicate manual subcontract code in a manner compatible with the MDE. In a Web only environment the value 'Manual' is also acceptable.
  • Subcontract Claim - Main tab now also displays the Retention To Date and Previous Retention To Date.

Dockets

  • Docket Cost Schedules - Changed rate to 4 decimal places, that then feeds through to the AP invoice with 4 decimal places.
  • Docket - Changed rate to 4 decimal places, that then feeds through to the AP invoice with 4 decimal places. 

Contractor Daysheets

  • Contractor Schedules – enhancements have been made to filtering options, and Approval functionality has been added
  • Contractor Schedule Imports – a file containing duplicate Codes will now be rejected.
  • Daysheet Entry (internal and external views) – a 50 character length error message has been fixed, cosmetic changes to some labels were made, and some irrelevant columns have been removed.
  • Daysheet List – default sorting has been reversed to show newest lines first and enhancements have been made to filtering options.
  • The ‘Email Rejections’ now includes a link to the external Daysheet Entry screen.

Plant

  • Plant Details - The Closed and Finalised tickboxes are now available on the Plant Detail - Main tab. These actions automatically set the corresponding Closed and Finalised Date for the plant job.

Leave Management

  • Leave Request - A warning message is now displayed if the Total Days does not match to the Leave Start to Leave End dates.

Administration

  • User - The 'User Specified EBA Profiles' panel on the Extended Productivity tab displays if the Profile column on the Timesheet Daily Admin grid is not being hidden. Previously it was looking at the Timesheet Daily grid.
  • Settings - The 'Dashboard Tiles' setting now accepts more than 1000 characters. This was preventing the paste of dashboard tiles from one user to another.
  • Financial Companies List - Rectified an error where an error was displayed when there was only one financial company listed.
  • Utilities - wbRemoveTrainingProfitCentre - An error on running this utility has been rectified.


Integration

MYOB Advanced

  • The File only export Leave has been changed to export separate transaction lines for each leave day, where the Activity Sub Type = Leave. 



Reporting

Report Revisions

  • Subcontract Reports - added report text field to header and footer to all subcontract claim reports.

  • WBJob001 Job Cost, Estimate and Retail by Activity - report title changed from Job Cost and Estimate. Column Label Change from Retail Actual to: Actual Retail.

  • wbJob005 Job Profit  - for the profit column to be accurate, the PO Accrual and WIP Accrual must have been run.
  • wbJobTransaction reports 001-010 - 'Include SubJobs' set to true, will now display sub job transactions even when the parent job has no transactions. 
  • wbJobTransaction001 Job Transactions by Work Centre - added Activity Subtotal level and total existing quantity column.
  • wbJobTransaction004 Job Transactions - Unbilled Detail, Including Outstanding Purchase Orders - report title changed from Job Transaction Unbilled Detail. 
  • wbJobTransaction007 Job Transactions Written Of - add Line Type and Reference columns to the report.
  • WBJobTransaction008 Unbilled Job Transactions with Outstanding Purchase Orders and Outputs - added Purchase Order Number and Supplier to report and change Cost column values to Outstanding Value.
  • wbSubcontractClaim001 Subcontract Claim Schedule and wbSubcontractClaim006 Payment Claim Certificate / Invoice - the work order schedule section of subcontract claim reports has been updated to include all work orders in the Subcontract prior to the claim date of the claim that the report is being run for. This was done to resolve issues where totals were not matching when comparing different parts of subcontract claim reports.
  • wbSubcontractClaim001 Subcontract Claim Schedule, wbSubcontractClaim004 Buyer\Recipient Created Tax Invoice, wbSubcontractClaim006 Payment Claim Certificate / Invoice:  label needed to be changed to Subcontract and Claim Summary area (in 006, 004 and 001)
    Updated the 006 and 001 to only show Work orders in the correct date range in the Subcontract Schedule.
  • wbCashflow002 - Cashflow, wbCashflow00 Cashflow Summary and wbContractCashflow002 Contract Cashflow Summary - reports total calculations have been re-worked. Also decimal places removed.
  • wbDocketReconciliation001 Docket AP Invoice Reconciliation - improved Performance of the report.


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