New Features
Job Invoice Workflow Schema
Job Invoice approvals have been upgraded to include Workflow Schemas in addition to the base Approval model. This is in the same pattern as that for AP Vouchers. Some key points regarding this feature are listed.
The Job Sales Invoice screen may now use workflow approval displaying the elements as above. The workflow approval option is enabled by specifying ‘Workflow' for the control parameter 'Job Invoice Approval Process'. Define appropriate workflow schema for Document Type of ‘Job Sales Invoice’, there is no default workflow. Job Sales Invoice workflow schemas match on the Client Finco / Client Company / Client Profit Centre / Job Type / Job. Workflow schema functions remain as is, the pertinent being ‘Job Manager’, ‘Job Account Manager' and 'Me’; these also support derived limits based on 'Job Invoice Approvers Limit' setting. The workflow pattern is as per AP Vouchers i.e. no technical review; with selectable reviewers & approvers. Users with ‘Job Invoice Admin Review/Approval’ permission may intervene in the approval process and require ‘Job Invoice Approvers Limit’ setting that mandates approval limits. The setting 'Job Invoice Workflow Email Enabled' defines email notification by the workflow at global or person level.
This invoice screen also support additional functionality to control editing of the invoice within a workflow at a global / person level. This allows setting the standard behaviour and any exception by person.
The default is non-editable. The settings are:
Job Invoice Workflow Review Edit Job Invoice Workflow Approver Edit
Email Recipients
The email recipient control has been enhanced to behave like a more familiar standard email input. Should the controls not display correctly try to refresh your browser cache using Ctrl+Shift+R.
A. Typing any 3 character part of the recipient name or email will display a list of matching 5 suggestions.
B. Once selected the recipient email is displayed in a block and can be removed by clicking the 'x'.
C. Invalid entries (i.e. invalid email addresses) display as red text.
Purchase Order popup
As part of the framework upgrade to allow a popup to simply display on top of the existing context and independent of the associated list, the Purchase Order screen has bee redesigned as a popup.
The upgrade improves all entry points so that the user is not navigated to PO List; namely:
Purchase Order List
My Approvals List
Bulk Lines Procurement
Job Procurement List - History tab
Job Enquiry - Transaction tab
Job Enquiry - Orders, and
Contract - Forecast - Expected Commitments popup - Reference
The intention is to extend the framework upgrade to other popups over future releases.
Feature Revisions
Purchasing
Timesheets
Mobile - correct Firefox start and end time calculation of hours (not sure if this was a Firefox update that corrected this or our changes).
Disbursement Activity entries - allow values greater than 24.
Billing
Job Invoice - The invoice numbering issue due to the default Location was being reinstalled on system updates when the ‘Global Numbering Location’ control parameter is in use has been rectified.
Daily Diary
Timesheet
Changed the “Copy Job and Copy Hours” option to include the comments for external suppliers.
Add Description field to the grid, this is hidden by default but can be unhidden via Grid Management. The description can be seen in the Docket Reconciliation screen.
Reporting
Added an Application log for when the “Print Report Troubleshooting Parameters” option has been selected on reports.
Saving a customisation of report parameters will no longer set the “Print ReportTroubleshooting Parameters” to on, when it was set to off.