4.4.27 - 29 Jun 2020

Owned by Nelson Leong
Last updated: Jul 05, 2020
4 min read

Hotfix Release 4.4.27.20

Release - 05 Jul 2020

  • Upvise - The syncs for the forms:

    • Plant Movement

    • Driver Change

    • Equipment field change

now include a 10 minute leeway on the last updated date i.e. last updated date - 10 minutes, to include any updates that may have occurred during synchronisation.

Beta Release 4.4.27.19

Release - 29 Jun 2020

New Features

Input - Output Based Get Sales

Based on feedback from client preparing extensive input-output based billing, we have redesigned the user interaction to ease the process.

A. The separate ‘Billed Transactions’ tab has been removed, and its function incorporated into the Type filter to allow the flexibility of including or excluding your billed (Invoiced) transaction in context of non-invoiced transactions.

B. The various states of invoicing can now be displayed in relation to one another using the ‘Type’ filtering on = or ‘One Of’ the options Invoice, Defer, Write Off, and Pending.

C. A new state is introduced to give four options:

1. Pending (new) - This is the default state on entry and indicates ‘not dealt with’. If left as is this line will appear in other billing sessions.
2. Invoice - This is an invoiced/billed line in this invoice.
3. Defer - This will be dealt with at a later point, and the line appears in other billing sessions.
4. Write Off - Decision made not to bill this line and no longer appears in other billing sessions.

This change means coming into the screen and just clicking ‘Generate Billing’ no longer bills all transactions as this is no longer the default state. You will have to select the Invoice header ‘radio button’ option to invoice the entire page. This change was because defaulting Invoice prevented interim saving for people who need to review many lines / pages.

Fixed Foreign Exchange POs

Support is added for foreign currency POs with a fixed exchange rate, such as those covered by Forward Exchange Contract.

A. The foreign currencies and their exchange rates are maintained on the Currencies List screen, and the exchange rates defined are the ‘current’ rates of exchange.
B. The ‘current’ rate always defaults to the PO but this is just indicative of the rate at time of PO creation. Ticking the Fixed FC indicates that the rate is to be applied to dependent documents, and the rate may be edited as required.
C. If the Fixed FC is ticked then the specified exchange rate is applied to the subsequent AP invoices for that PO. Otherwise, the AP invoice would be costed at the ‘current’ rate of exchange from the Currencies List at time of AP invoice creation.

 

Feature Revisions

Timesheets

  • Daily Timesheet - Rectified an issue where the Time Code was not being defaulted or removed appropriately when the Time Code field was a hidden by Grid Management.

  • Timesheet Plant - Rectified a scenario where a plant issue could incorrectly be assigned into the next period.

  • Daily Approval - This screen will now display the name of the related person under the Description column for Disbursements.

Purchasing

  • Job Procurement List - The Required Value column on the Procurement tab was displaying the Rate Value, and this is rectified.

  • AP Vouchers - An issue was rectified that intermittently prevented swapping to the Messages tab of the Workflow | Messages popup. This appears to have occurred during the technical framework migration of the vouchers popup.

Jobs

  • Job Wizard and Job Maintenance - The application now validates that the FinCo on the Job (through the profit centre) and the Client are the same, if the ‘Legacy Inter-Company Process’ control parameter is ‘No’.

  • Adjustment Batch Entry - A minor tweak was made to the screen to prevent a behaviour where the Work Centre on a line would reset if the user tabbed through a existing line of data.

Billing

  • Sub Job Based Sales - Rectified an issue where the To Invoice value for Input jobs was not calculating correctly.

Subcontracts

  • Subcontract - The Subcontract view has been enhanced with a standard Extension Columns tab. It displays the ‘Web Portal’ view for the ‘SubContract’ Extension Type.

Work Breakdown

  • Activities List - Rectified an error inadvertently introduced that prevented the Excel Export from the filter button.

Dockets

  • Docket Cost Schedule - An issue where a duplicate supplier record could be created if the supplier were edited is now rectified. Contact Support for assistance should you notice any duplicate supplier records.

Daily Diary

  • Timesheet Group Jobs - This now also supports specification of internal plant to filter the options available to specific crews.

Administration

  • Data Imports - Data imports now default to Excel format and provide the respective templates.

General

  • Companies List - Rectified an error inadvertently introduced that prevented the Excel Export from the filter button.

 

Integration

Xero

  • Xero Integration screen - The Disconnect button on the Xero Config screen no longer sets the Financial System setting to None, but rather just removes the Xero authentication data. This will allow people to re-connect again instead of showing the error.

Upvise

  • Plant and Stock Issues - These now cater for multi-company and the batch is determined by the financial company the issues are being synced under (eg. holding company and not the contracting company). These transaction previously just went to one auto batch.

API

  • TableRowAPI - Has been enhanced to cope with retrieving metadata from SQL server under load. Previously the metadata was intermittently inconsistent under load.