Scheduled Release 03-Apr-2018

New Features

Quotes

• Quotes List & Quote Detail - The base quote record functionality is now available and access to the Quotes List is from the menu Other - Quotes. New quote numbering is based on the 'Next Quote Number' setting. Where number by Location or Finco is used, this refers to the context of Quoted By. This IS NOT synced with mde numbering and numbers independently of any existing mde sequence. This is the base functionality to record a quote and any supporting quote documents can be attached.
  

Service Desk

The Service Desk logs have been enhanced to better support planned and reactive scheduling. This enhancement includes:

• Log Details fields - A tweak to the fields, moving the Allocated To picker after the Priority to allow initial input of the Scheduled date and time, and Expected Hours.

• Log Details, Allocated To picker - The picker has been enhanced to display the earliest Available Date and time based on the Scheduled date-time and Expected duration (in continuous hours). The bars now displays the activity on the Available Date and the following day. For the default Scheduled date-time (Now), the picker is equivalent to the previous behaviour. This combination hence supports:
  
  • Reactive scheduling - Schedule date-time as now, and specified Expected hours; results in first available period.
    
  • Planned scheduling - Schedule date-time as desired, and specified Expected hours; results in first available period on desired date or thereafter.

• Resourcing tab - This new tab displays the people and plant resources scheduled with this log, naturally displaying the primary Allocated To as the initial record. Additional people or plant may be scheduled to this log; but note this is for the schedulers only and do not translate into job costs. The resourcing entries are also visible from the schedulers and may be edited from there, but the initial creation must be from the Log.

Feature Revisions

Purchasing

• Purchase Requisition Details - The dates have been enhanced to support the two new dates - Follow Up Date and Expected Date, both at header and line level. The header dates define the defaults for new lines, but the line dates are editable. The Required Date is mandatory on Submit to the workflow. These dates are also implemented on the PO and carry through on PO creation.

• Purchase Order Details - The support for the three dates - Required Date, Follow Up Date and Expected Date, has been extended to line level. The header dates define the defaults for new lines, but the line dates are editable. The Required Date is mandatory on Approval. These dates carry through from the PR on PO creation.

Contracts

• Budget Detail - The year period was being updated to the next open period on save. This is rectified to be the year period based on the budget date irrespective of the period status.

Subcontracts

• Work Order Details - The WO lines totals were inadvertently displaying a value rounded to thousands, and this has been rectified. This was a display issue only and no data integrity was not affected.

Reporting

Report Revisions

• All batch report, and half other reports now support the new trouble-shooting setting 'Display SSRS Report Parameters' that enables / hides the section displaying the parameter values passed to the SSRS report. This is aimed at assisting consultant troubleshoot reporting issues.

• Document style reports now use sub-reports for the logo portion of the report, in addition they have blank template sub-reports for footers to facilitate custom requirements. These reports now only support HTML for footer text with the images options removed to improve overall print quality. This enhancement affects the following standard reports:
  
  • wbARCreditFooterSubreport
  • wbARCreditHeaderSubreport
  • wbContractClaimFooterSubreport
  • wbContractClaimHeaderSubreport
  • wbPurchaseOrderFooterSubreport
  • wbPurchaseOrderHeaderSubreport
  • wbSubcontractClaimFooterSubreport
  • wbSubcontractClaimHeaderSubreport

• wbARInvoice006 - Added Job Order Number to report.

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