Hotfix 4.2.18.29

Released 19-Apr-2018

• Purchase Requisitions / Purchase Orders - Two control parameters were added to control if the Required Delivery Date on header and lines is mandatory:
  • Mandatory PR Required Delivery Date as Yes/No, default No
  • Mandatory PO Required Date as Yes/No, default No

Hotfix 4.2.18.28

Released 18-Apr-2018

• User Details - Addresses an issue with the Settings tab that was disabled in the course of introducing the Page Parameters popup.

Hotfix 4.2.18.27

Released 17-Apr-2018

• Log Maintenance - Addresses login issue on Log Maintenance screen. Introduced a new ctrl param 'Log Maintenance Retail Values' to hide retail values on Completion tab for Input Type jobs. If 'No' then the values are hidden.

Base Release 4.2.18.26

Released 16-Apr-2018

New Features

Purchasing

• Bulk Lines Procurement - The Bulk Lines Procurement screen is aimed at businesses that need to combine lines from different purchase requisitions (PRs) into one PO. This is typically required to qualify for bulk discounts.
  • Accessed from Purchasing - Requisitions - Bulk Lines Procurement (A) 
  • Apply the filters required (B). The list displays PR lines rather than PR headers.
  • Tick the required lines (C) to select PR lines. Some tickboxes may be disabled if the line already has a PO line, or the PR is not approved.
  • Once selected then specify an existing unapproved PO (D) where respective PO lines will be created.
  • Click [Add PO Lines] (E) to create the PO lines. If no PO is selected then the Create New PO mini popup will display to create an unapproved PO.
  • To create an unapproved PO, complete the required field and confirm (F). The line will be created in this PO.
    
  • Once the PO lines are created, the PO number will display on the respective lines (G), and can be used to open the PO.
  • To remove all PO line you can select the PO (D) and click the [Remove All PO Lines] button (H). Alternatively navigate to the PO and remove the lines individually.

Work Breakdown

• Output Schedules & Claim Schedules - The Description field in Schedule headers, and the Description field on Schedule line have been converted to support the Unicode character set. Subsequently the Output Schedule header and line descriptions can now include foreign characters. This also applies to Claim Schedules header and lines. These are visible in the respective schedule and schedule item pickers.

Feature Revisions

Timesheets

• Daily Timesheets - A minor revision is made so that editing the hours for the entry does not recalculate the end time.

Purchasing

• PurchaseRequisitions - The attachments upload button was not being display on the initial PR save. This is rectified.

• Purchase Order Details - 
  • The breadcrumb from Purchase Orders list to a Purchase Order has been corrected.
  • The existing user permissions have been refined and an approved AP invoice will have to be unapproved to be edited to clearly distinguish the approve / unapprove authority. Previously a user with sufficient mandate could edit directly without unapproving.
  • Added 2 control parameters (Default PR Required Delivery Date, and Default PO Required Date). These will be Yes by default. If Yes then Default the header Required Date to tomorrow.

Jobs

• Jobs List - A minor revision to the default Jobs list behaviour. It now applies the default filter automatically, the default criteria for Description is now "Like", and the company filter is now hidden by default.

• Disbursement Details - Cost was not rounding to 2 decimals, and this is rectified.

Subcontract

• Subcontract Claim -
  • The line complete flag is no longer auto set by the system if the quantity or value reaches the commitment as this prevented further editing of the line. The user must explicitly set the complete flag to prevent further editing. This is a departure from mde behaviour.
    
  •  A new setting 'Subcontract Over Claim' is now available to manage the claim value distinct from the certification value. It supports options for No, Warn, or Disallow; the default being Warn.
    

Datasheets

• Datasheet Scheduling - The Plant tab for Datasheet Scheduling was including stock items on the Plant picker; and this is rectified.

Dockets

• Docket Entry - Docket line workcentre not displays the limited list of workcentres if job workcentres are used.

Daily Diary

• Daily Diary screens - All Daily Diary screens that print Daysheet now use the 'wbContractorDaysheet001' report.

Service Desk

• Service Log Outputs - The use of output has been enhanced to allow editing of the output rate, and this may be hidden in grid management if not required. Similarly the summary on the Completion tab is now grid managed to hide information as required. The tabs available are now configurable through the setting 'Log Maintenance Tabs', and the previous control parameter of the same name is deprecated.

Administration

• Email Status List - The From column on Email Status List displays data of FromAddress and if this is null then it displays the person based on FromPersonID.

• User Details - Error handling for missing Working Weeks configuration has been added to User Details popup.

• Extension fields can now be configured to be mandatory.

• Permissions - Some permissions have been included into the standard installation:
  

  • Create Workflow Schema

  • View Workflow Schema

  • Create Custom Tile

  • Purchase Requisition Administration

  • Update Role Permissions
  • Value Settings Update
  • Check the Assigned Purchase Requisitions

Integration

• Xero - Previously the updating of payment terms on clients coming from Xero was incorrect.  This has been fixed.

Reporting

Report Revisions

• wbDailyDiary001 - Added Work Center Code to wbDailyDiary001 report.
• wbWorkOrder001 - Added Unit to wbWorkOrder001 report.

Report Reformat

• wbContract004
• wbContract005
• wbContract006
• wbContract007
• wbContract008
• wbContract009
• wbContractorDaysheet001
• wbDailyDiary001
• wbDatasheet001
• wbExpenseClaim001
• wbExpenseClaim004
• wbJob001
• wbJobBudget001
• wbJobSheet001
• wbJobSummary001
• wbJobTransaction001
• wbPurchaseRequisition001
• wbPurchaseRequisition002
• wbSchedulingbyJob001
• wbSchedulingbyPerson001
• wbSchedulingbyPlant001
• wbSubconClaimApprove001
• wbSubcontractClaim001

.