Base Release 4.2.10.17

Released - 27-Nov-2017

Feature Revisions

Timesheets

• Timesheet - Optional addition of the following to the Timesheet header:
• Approval By

• Default Admin Job 

• Variance Notes (required if there is an hours variance)

• Mobile Timesheets - The Phone Timesheet now handles Job Codes up to 20 characters.

• Timesheet Approval 2 - The firstname and surname columns have been added to the Timesheet Approval 2 list to support better sorting. If not required they may be hidden through grid management for 'TimesheetApprovalList'.

Purchasing

• Purchase Requisition Details - An error on the PO creation of the following items from a partially ordered Purchase Requisition was rectified.

• AP Invoice Details - Fixed a visual issue where the Review button was still visible after the AP invoice was approved - although the Review button functionality was disabled and so data process integrity was not affected.

• AP Invoice Batch - A check has been added to prevent closing a batch that contains an AP invoice header with no lines i.e. where it is waiting for approval.

Contracts

• Contract Enquiry - Summary -
  • The following Forecast related control parameters are now available on web - 'Balance Of Budgets', 'Balance Of Budgets Activity'.
  • The Margin % column in Contract Enquiry - Summary is tweaked wider to allow some zoom-in without wrapping.

• Contract Enquiry - Budgets - The budget header associated directly to subjobs are now listed in the Contract - Budgets tab to provide a complete overview of the contract.
  

• Retention Release - An issue where the Total Retentions value was displaying incorrectly was rectified.

Jobs

• Job Templates - Docket Schedule support has been added to Job Templates. The dockets can now be specified in templates for auto inclusion into respective job created using the template, or auto inherited from parent based on the configuration.

• Job List - Additional filters added to Job List and Job Financials for Order Number, Client Reference, Quote Reference, Job Reference, Created, Start, Closed, Finalised. And a filter 'Include Subjobs' with Yes / No. A new default filter is added to exclude Plant / Stock / Non-stock jobs.

• Job Budget List - The Job Budget List now also displays any budget headers associated to any subjobs for ease of reference.

Billing

• Job Invoice List - The Job Manager filter list on Job Invoices List is now restricted to job managers. It was previously showing all people.

• Job Invoice Details -
  • The Invoice Format list on the Job Invoice screen is now restricted to active invoice types. Previously all invoice type were listed.
  • AR Invoice numbering was based on the location of the user. This has been enhanced to be based on the profit centre of the job as the source for interpreting the numbering setting.

  • The current Invoice Format will be available on the Print options button to support preview. Currently the invoice format is only available on Finalise. It is the report designer's responsibility to ensure the text 'Draft/Invoice/Copy' displays appropriately.

  • A new report type 'AR Invoice Additional' has been added to support custom AR Invoice context reports, such as a delivery docket. These would display on the Print Option button on an AR Invoice similar to the claim invoice print options. Note, since this is an extension, you will have to explicitly add the 'AR Invoice Additional' report type to the respective user's Report Group for it to display.

Subcontracts

• Work Orders -
  • An issue with POType field data case inconsistency between mde and web caused irregular data in the field when swapping between mde and web to edit work orders. The issue causing the the data irregularity is fixed, however any existing irregular data will remain. If there are any records then for each WO - open the work order with WebWB, select the correct WO Type and save. To check if you are affected use - select POType, * from PurchaseOrders where POType like '%string:<%' 
  • The issue reporting a foreign key error on saving a work order with only a manual address text has been resolved.

• Subcontract Details - A Payments tab has been added to Subcontract detail displaying a list of all payments made.

• Subcontract Claim - There was a display issue where the Payment Date was displaying the mde payment due based on terms. This has been rectified so that it displays the latest date of any related payments. Note, the Payment Due is calculated based on Received date + certification days + payment days.

• Subcontractor Portal - A subcontractor user would be unable to navigate to work orders from the Subcontract Summary tab View links due to a licensing issue. This is rectified.

Work Breakdown

• Profit Centre Details - The display issue where the profit centre manager list did not display all employees is rectified.

Daily Diary

• Time & Plant - When saving the Plant Issue on the Daily Diary Time and Plant screen, the Work Centre is always populated the same as on time Time Transaction .i.e the Work Centre that is shown in the grid..

Dockets

• Docket Entry - On Dockets entry, the Rate and Activity code are now editable.

Stock

• Mobile Stock - New look Mobile Stock Entry has been released.

Plant

• Plant List - The breadcrumb is now available when navigating from a Plant List item to Maintain Job.

• Batch Entry - Plant Issue - There was a display issue with the Work Centre picker not displaying all associated job work centres. This issue has been rectified.

General

• Setup Wizard - The GSTRate on the Control table is now available from the Setup Wizard in the Financial section.

• Date Picker - An issue where manually keyed dates on 31 of a month were incorrectly adjusted is rectified.

• Activity Picker (Plant) - A display issue where some plant activities were not displayed is rectified.

• Locations Details - The Location manager list has been limited to employees only. It was previously listing all people.

• Utilities - Revised utility wbUtilityChangeActivityCode to cater for Cost Category.

• Error Message - The Security Breach message has been reworded as: "The requested page is not available to you."

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