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Hotfix Release 4.4.5.36

Release 22 Jul 2019

  • Job Invoice - Rectifies the issue when saving a Claim-Based invoice where the retention line value has been zeroed.
  • Plant List - Additional Status field as column and filter.


Base Release 4.4.5.31

Beta Release 15 Jul 2019


Important Notes

  • Δ #1  MYOB Advanced - The endpoint MUST be upgraded for this release to v6.00.00.5.


New Features

Purchasing

  • Extraction Editor - The data extraction service has been upgraded to allow mapping of document with mixed content. Previously where the primary information in the AP invoice was digital but the supplier logo was an image, data could not be mapped from the image. This upgrade supports mapping from both, which typically applies to the GST or ABN number which was often included in the logo image.

Rather than typing in the number as before, you can now map it the data in the logo. Over the course of 4 or 5 invoices for the supplier, this new training will become embedded in the learning and will be an automatic element of the supplier's extraction.

Administration

  • Licensing -The following changes have been made to licences:
LicenceFunctional  Area
Daily Diary
  • added "Daily Diary Stock"
Site Supervisor
  • added "Daily Diary Stock"
Stock
  • added "Daily Diary Stock"
  • added "Stock Issues"
  • added "Inwards Goods"

System

  • Reporting - A scheduled task is now in place to incrementally clear the temporary report PDFs generated by the system. The task runs daily at 03h00 and will clear out the oldest 1000 files and their corresponding database entries.


Feature Revisions

Timesheets

  • Daily Timesheet - A display error with Plant Issue where the plant rate displayed may not have been the default when issuing multiple plant items on one timesheet line is resolved. The Plant Issue popup now remains open if there is an error on the save

Purchases

  • Job Procurement List Detail -

The following fields have been added to the Job Procurement tabs:

A.  The Specification field is now carried through when selecting a Catalogue line.

B.  A free form Reference field is now available.

C.  A Status field is available with customisable values defined in the Lookups list 'ProcurementListItemStatus'. This is also visible from the Procurement tab.

D.  A Required date is available on lines. This is also visible from the Procurement tab. Any specified date will flow through to the respective Purchase Requisition line or Purchase Order line.

E.  The Lead Days on the line specifies lead time (in days) required from placement of the order to delivery. Editing this calculates the corresponding Order By date.

F.  Order By is the calculated date based on Required date - Lead Days. Editing this updates the Lead Days.

The new fields are hidden in grid management by default - 'Procurement Approval List' grid for the List tab, and 'Procurement Detail List' and 'Procurement Detail Field List' grids for the Procurement tab.

  • AP Vouchers - An intermittent issue where the invoice image was sometimes missing after a document split was performed has been resolved.

Contract

  • Forecast tab - The 'Excel Export' feature is added to the Apply Filter button. Note the exported data is as per the grid displayed.

Billing

  • Job Sales Invoice List - The Client criteria now supports 'Is One Of'.
  • Receipting Batch Entry - The invoice value now defaults for the batch line to improve usability.

Jobs

  • Job Wizard - The Job Code now only supports alphanumeric characters and period (.), dash (-) and underscore (_) characters. Other characters will be considered invalid. This validation is instituted going forward and does not change any data already in place.

Work Breakdown

  • Job Templates -
    • The Job Code now only supports alphanumeric characters and period (.), dash (-) and underscore (_) characters. Other characters will be considered invalid. This validation is instituted going forward and does not change any data already in place.
    • The Job Manager and Account Manager pickers have been refined to ensure exclusion of inactive people.
    • Requires Scheduling is now available on the template.

Subcontracts

  • Work Order - Where WO are approved through the standard process, further details regarding the approval are displayed when hovering over the info icon. Workflow based approval are visible in the usual manner from the WF/Msg button.

  • Subcontract - Dates - An optional field is added for the Subcontract Signed date.
  • Subcontract Claim - An issue where a completed WO line was not disabled from editing is rectified.
  • Subcontract Claims List - New Claim Attachments popup - The default Claim Reference is now displayed and editable.

Daily Diary

  • Additional Data - An issue with displaying Work Centres in the picker is rectified.

Resource Scheduling

  • Job Scheduler & Job Schedule Viewer - Profit Centre has been added as a filter.

  • People Scheduler -
    • An error on saving against the Leave job is rectified.
    • An option to sort by Surname has been added.
    • A filter is now available for Profit Centre.
  • Plant Scheduler - Profit Centre has been added as a filter.

Leave Management

  • Leave Scheduler - Filtering and sorting options have been added to the Leave Scheduler akin to that available in the People Scheduler.

Reporting

  • Report Types - 'Not One Of' and 'Either' are now supported for appropriate use by report writers when defining Report criteria options.
  • Job Reports -  'One of' is now supported for the Job Group Category predicate. 

Administration

  • User Detail -
    • The 'Save & Close' button will not close the popup if an error is encountered during the save.
    • Employee Detail - The 'Next Employee No' button is tweaked to work without requiring a save action.
    • Extended Productivity - The default hours are now sourced from the control parameters 'Default People Week Charge Hrs' and 'Default People Week Hrs' respectively.
  • Utility - wbUtilityChangeJobCode - The Job Code now only supports alphanumeric characters and period (.), dash (-) and underscore (_) characters. Other characters will be considered invalid. This validation is instituted going forward and does not change any data already in place.
  • Core Upload Template - An issue where the GL Account column and Work Centre column were not being updated in the upload is rectified.


Integration

MYOB Advanced

  • Attachments - AR invoice, AR credit, AP invoice and AP credit attachments can now be exported with the transaction. The ability to export attachments is controlled by settings ‘MYOB Advanced AP Attachments' and 'MYOB Advanced AR Attachments’. These settings can also been selected on the MYOB Advanced Integration screen.
  • Δ #1  Endpoint - The endpoint MUST be upgraded for this release to v6.00.00.5.

Xero

  • Attachments - AR invoice, AR credit, AP invoice and AP credit attachments can now be exported with the transaction. The ability to export attachments is controlled by settings ‘Xero AP Attachments' and 'Xero AR Attachments’. These settings can also been selected on the Xero Integration screen.  Note: The limit in Xero is 16MB. If the AR invoice or AR credit pdf's fail, please look at the size of your logo, as this may be enlarging the file size.

Reports

New Reports

  • wbDocumentRegister001 - Generic Communications Document - This is base standard report format for use with the Contract Communication functionality.
  • wbPlant006 - Plant Recovery Detail - A new Plant Recovery Detail by Job report has been provided.
  • wbTime009 - Timesheets with EBA - A new Timesheets with EBA report has been provided.

Report Revisions

  • Subcontract Claim reports - Improved performance.

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