Released 1 June 2017

New Features

Contract

• Contract Enquiry - A Print button is added to the Contract Enquiry view to display the selected Contract type report. Note reports are installed independently.

Integration

• Financial Export Files - Where the "Financial System" setting has a value of  "File"" then batch exports now create a file for each batch exported.

Jobs

• Job Adjustments - This batch type now supports attachments. The button displays the standard Attachments popup from which the attachments are managed.

Purchasing

• Purchase Requisitions
  • Import functionality has been added for PR lines. This import includes an Excel template that supports PR lines with an optional catalogue item.
• AP Invoice Details - The control parameter "Check AP Invoice Date is in Batch Period" is now available. Enabling this will ensure that your AP Invoice dates are appropriately constrained. This is a requirement for some financial systems. Previously Web WB allowed the AP Invoice date to be set independently of the batch period.

• Purchase Orders

  • Purchase orders in WebWB was previously assumed to be alongside the mde. This release fully migrates the approval process to the web and consequently requires manual setup to align with existing mde setups.

  • Control Parameters

    • Control Over Budget PO - If set to Yes, then a check is made on each line to see if it makes Outstanding POs + Cost to Date > Budget, and according to the Check Against Budget setting on the job, a warning may be displayed or the entry may be prevented.

    • PO Purchaser/Approver differen - The control parameter is deprecated by WebWB and ignored.

  • Permissions

    • Edit Purchase Orders - Allows editing of Purchase Orders.

    • Approve Purchase Orders - This permission grants the user the right to approve purchase orders within their limit created by another person.

    • Approve Purchase Orders On Behalf Of Others - This permission grants the user the right to approve purchase orders for others by specifying an approver with a valid limit. The logged in user does not need to have the approval limit.

    • Approve Own Purchase Orders - This permission grants the user the right to approve purchase orders within their limit created by themselves, not just where they are the purchaser (since this may be edited).

    • Approve Over Budget Purchase Orders - This permission grants the user the right to approve Purchase Orders that will be / are over budget. This permission operates together with the Control Over Budget PO control parameter.

    • Unapprove Purchase Orders - Allows unapproval of Purchase Orders.

  • Settings
    • PO Approvers Limit - Defines the approval limits for individuals.
  • Related attributes to consider
    • Check Against Budget - Attribute on job maintenance. This enables the over budget warnings but does NOT STOP approval of over budget POs. To STOP approval, the control parameter Control Over Budget PO must be enabled.
      

Feature Revisions

Contract

• Budget Details
  • The activities listed in the picker are now only driven by the job Budget Activity Group. Previously the activities were also required to be in the user's Time Activity Group. This requires a grid reset for 'APInvoiceList'.
  • A Delete button is added to Budget Details that allows deletion of the budget header if there are not any budget lines.

Company

• Company Details
  • When creating new companies an error message is raised if the AP or AR Account Number already exists. It was possible to use a duplicate account number previously.
  • The Next Account Number feature now finds the next available, unused account number, from only those companies using the numbering format, and ignores companies whose numbering does not meet the format. Previously it assumed that all companies would adhere to the same format and the Next Account Number did not work if an inconsistent number existed.

Timesheets

• Weekly Timesheets - If you have the control parameter "Timesheet Type" set as "Weekly", your Weekly Timesheet now always validate for duplicates. Previously this would only occur if the control parameter "Check for Duplicated Lines On Timesheet" was "Yes".The control parameter "Timesheet Type" has also been added to the Setup Wizard screen.

Purchasing

• AP Invoices List - A column is added at end of the grid for Last Payment Date. This date is typically in the data imported from the financial system.

• AP Invoice Details

  • An issue saving the foreign currency rate on an AP Invoice is rectified. Previously only 3 decimal places were stored, now the standard 4 decimals are stored.

  • The Payment Date now defaults based on the specified payment terms, and is editable thereafter. Previously the date determined by the payment terms was not editable.

  • The Supplier picker is now limited by the batch FinCo. Previously this limitation was not in place.

• Purchase Requisitions
  • On Purchaser Requisitions the Attachments button to open the Attachments popup is now available at any stage regardless the status of the PR. However, the delete option will only be available on Saved and Sent Back statuses.
  • When a PR is submitted, an email notification is sent to reviewers / approvers. This notification now specifies the Supplier of the PR on the email notification.

  • The Item picker on the PR lines grid has been updated to display the Part Number with the Description for readability. Previously this was displaying the record ID with the Description.

  • When Address Type is 'Deliver to us' is selected, ALL addresses for the internal company are now listed. Previously only the physical addresses of the internal company were listed.

• Purchase Order Details - An error was report on the screen if the delivery address was no longer associated to the company; this is now handled. This scenario cannot occur through standard data entry.

Daily Diary 

• Time and plant - The Output columns can now be hidden from Grid management if not needed. This action previously raised an error message.

Expense Claims 

• This rectifies an inadvertent issue that sometimes prevented saving the Completed and Approved flags in Expense Claims.

Plant

• Plant Item Details - The activities listed in the Plant Activity picker are now only driven by the Plant activity type. Previously the activities were also required to be in the user's Time Activity Group to be listed as options.

Administration

• Template Editor  - An issue where email template subject lines in the Template Editor were displaying file locations has been rectified. This was a display issue only but it is advised that any new template created recently be reviewed.

Integration

• MYOB - When syncing from MYOB companies, we now populate Contact Name, PaymentTermsType and PaymentTermsDays.

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