Base Release 4.2.11.25

Released 11-Dec-2017

New Features

Contracts

• [IMPORTANT]

Budget Types - Budget Types have been reworked to provide greater flexibility while simplifying the configuration. This is available through an explicit migration utility (wbConvertBudgetTypes) and is an IRREVERSIBLE process; and it will render the budget/forecast data mde INCOMPATIBLE until the updated mde is released. Until then the budget and forecasting can only be performed on WebWB. However, without the migration the contract forecasting will calculate as is.
The migration procedure applies the following: 

• Deprecate the control parameter 'Forecast Additional Current Budget Types'
• Introduces a forecast process that IGNORES existing forecast flags on budget (as was used in mde)
• Adds explicit budget types for:
  • Risk (in Forecast)
  • Risk (not in Forecast)
  • Unapproved Variations (in Forecast)
  • Unapproved Variations (not in Forecast)
• Deactivates any standard budget types not previously used 

The new budget types enables a 'not in forecast' budget to be switched to being included in the forecast, with the resulting contract summary being displayed as follows -

• Budgets

• Journaling - Budget journals functionality has been added. These are available from the the same entry points as budget entry namely, Job budget list and Contract Budget tab. It allows for the transfer of budget within a job and its subjobs across budget types.

• Budget Detail - Functionality has been added to create WOs or POs from selected job budget lines, generally for use with contract variations.

• Retention Management - The job retention release screen has been redesigned to provide more focus on the release management process. Unnecessary columns have been removed, the ability to update contract data relevant to retentions has been added, and also navigation to any retention / claim created today.

Feature Revisions

Timesheets

• Timesheet Entry -
  • The was an issue where inactive timecodes were being displayed, this is rectified.
  • Closed jobs are excluded from selection in the job picker on timesheets. Previously, closed jobs entered in the job picker presented a message about the job being closed.

• Timesheet Approval - The Timesheet Approval In List now includes all employees in a timesheet group, not just those that have a login.

Contract

• Budget Detail - On the Job Budgets screen, the Add to Schedule is now always available, even when the budget is approved.
• Forecasts -
  • Forecasts have been enhanced to provide line level Reviewed and Completed indicators.
  • Approval has also been introduced, and where approved the forecast is locked from editing. New permissions have been introduced for Forecast approval and unapproval respectively.
  • Adding adjustments has had minor refinement to make it easier.

Jobs

• Job Enquiry - Previously the claim number shown in the Invoicing tab of the Job Enquiry was not displaying correctly. This has been fixed.
• Job Maintenance - Output schedules were prohibited from being associated to claim-based jobs. This restriction has been lifted. This allows job outputs to be recorded against the job but the billing remains only claim based.

Purchasing

• Purchase Orders - Purchase Orders can now be raised on Closed jobs, as long as they are not Finalised. Being Closed, but not finalised, just stops time from being entered against a job - all other data entry is allowed.

Billing

• Job Sales Invoice - The width of the value columns on Job Invoice lines has been increased.

• Job Sales Claim Invoice -

• A Cancel Invoice button is now available for claim based invoices and allows reuse of the claim number. Like standard invoice cancellations it required the derived lines to be reset prior to cancellation.

• A manual Retention line button is now available on any contract job invoice to add a manual retention line onto the invoice.

• Lines on Schedule Based Sales screen are now sorted by Schedule and SequenceNo, rather than OutputCode. This ensures the claim lines are presented in the same order as the schedule itself.

• Breadcrumb support has been added to the claim invoicing process.

• Job Credit Notes - The entry of AR Credit Notes now updates the document totals and balances on both the credit note itself, and the invoice the credit is applied to.

Subcontracts

• Subcontract -
  • The Subcontract Type will now ship with default options - "FP: Fixed Price" and "MV: Measure & Value". It was previously blank and required explicit setup.
  • A problem with the calculation of the next available subcontract code was fixed. It happened when the job code had leading zeroes.

Work Breakdown

• Schedule Type - The display order of schedule type are now configurable by specifying a number in the Attributes field for Schedule Type in the Status Types configuration screen. This affect the order of schedules as displayed in:
  • Default view of Contract - Schedules tab
  • Claim Schedule By Output Code report

• Claim Schedule - The Claim Schedule screen has been enhanced to provide 2 optional levels of heading. This is in tandem with the revised Claim Schedule By Output Code report.

Daily Diary

• Daysheets - Previously the date filtering on Web Daysheets reports printed from Daily Diary did not work properly, with the result that included data for all dates. This has been fixed.

Service Desk

• Log Details - On the Service Log Entry screen, the display of timesheet entries was dependent on the timesheet group of the logged in user. This has been fixed.

Stock

• Stock Issue Batch - There are new filter option on stock issue batch entry screen to filter by entered Person and Transaction Date.

Human Resources

• General Information - A display issue where some saved data was not displaying has been rectified. This was a display issue only and data integrity was not affected

General

• Period Management - Deletion on Period Maintenance has been hidden by default using grid management to avoid unintended deletion.

• Emails - Further pdf filename for emails have been updated to include identifying information for:

• Subcontract Claim - includes subcontract number and claim number

• Timesheet - includes date and employee number.

Reports 5.3.15

New Reports

• WIP Journal Summary - New report released.

• AR Invoice By Job Code - A new AR Invoice report has been added, grouped by Job Code and in an easier to customise format.

• Forecast Adjustment List - A new 'Forecast Adjustment List' report has been provided. This is a Contract Report.

• Job Daysheet  - A new Job Daysheet report had been provided, this is a 'Job Date Range' report type.

Report Revisions

• Forecast Revenue WIP - Changed Markup% column to Margin%.

• DataSheet Detail  - The DataSheet Detail report has been reformatted.

• Contract Claim - Added support for sections / subsections headings and totals.

• Claim Schedule and Certificate - Retentions added and some reformatting, including smaller font size.

• Weekly Timesheet Report - Attendance totals have been added to the Timesheet Report.

• Contract Forecast Summary Report - Alignment of report totals now fixed to align to the right.

.