Hotfix 4.2.23.19

Released 17 Jul 2018

AP Voucher

• AP Voucher Workflow - An issue where the AP Voucher Payment Due Date was not being set on the approved AP Invoice Payment Date has been rectified.
  

Hotfix 4.2.23.17

Released 10 Jul 2018

Timesheet

• Timesheet Plant Issues - An issue where the plant issue Activity code was incorrectly defaulted is rectified.
  

Base Release 4.2.23.16

Released 09 Jul 2018

IMPORTANT

Δ AP Voucher Image List - This release is mandatory for AP Voucher clients using Image Extraction. An issue where only the latest 20 rows with a status of Reject or Indexing are being refreshed has been rectified. This was due to a change in 3rd party APIs.

New Features

Quotes Enhancements

• • Quotes have been enhanced to upload data directly from an attached spreadsheet
  • (A) Download the relevant Quote spreadsheet template.
  • Complete the template and prepare the data using the Excel Import menu ribbon and save.
  • (B) Click 'Attach File' on the Import ribbon and the file is attached to the Quote and visible from the Attachments tab. Alternatively the file can be attached using the standard process.
  • (C) Select the data to import and the respective popup is displayed.
  • (D) Complete the fields and select the Attachment option.
  • (E) The Attachments list is displayed and select the required attachment.
  • (F) Click Import to import the prepared data from the attachment.
  • (G) New field have been added to Quote for Fail Code, Fail Reason, and % Won.
  • (H) Quotes can now be approved to disable further changes. Valid approvers are defined in the setting 'Quote Approvers Limit' specifying mandate person and value. Unapproving is based on the 'Unapprove Quote' permission.

Feature Revisions

Purchasing

• Purchase Requisition Details - The column SPAR Code has been renamed to Lookup. This may require Grid Management reset.

• Purchase Order Details -
  • A Catalogue description column has been added to the Line Code picker for Purchase Order lines.
  • PO lines now have a Detail link that displays the Receipts and Invoices associated with that line.

• Image Documents List - An issue where only the latest 20 rows with a status of Reject or Indexing were being refreshed has been rectified. This was due to a change in 3rd party APIs.

• AP Voucher Details -
  • The Voucher Detail image viewer component has been updated to support display of multi-page invoices.
  • The PO Lines tab is enhanced to include Zero Qty PO line logic for non-quantity / amount only based PO lines. The values for 'This Voucher' will now be zero for approved vouchers as it will be counted in the 'Invoices' columns.
  • Cancelling an un-submitted AP Voucher previously displayed an error message; this is rectified.

• AP Voucher Workflow -
  • The Voucher Workflow now suppresses the email notification until any re-assignment is done so that double notifications i.e. for initial assignment and then re-assignment; are not issued.
  • The 'Voucher Admin Review/Approval' permission now check against the corresponding 'AP invoice Approvers Limit' setting for the approver.

• AP Invoice - The 'Get Order Lines' popup on the AP Invoice now also displays 'Approved By', and the Default list is disabled to avoid confusion.

Subcontracts

• Subcontract Claim Details - The internal Subcontract Claim screen is now disabled if the Status is Entered.

• Subcontractor Portal - The Subcontract List filters for Jobs and Subcontracts are pre-filtered for the subcontractor context. The Subcontractor filter is removed as it is irrelevant.

• Work Order Details - Standard attachments functionality has been added to Work Order, and the attachments are also accessible from the email Send popup.

Billing

• AR Credit Details - The 'Apply Number' is now mandatory on AR Credits as per mde functionality.

Work Breakdown

• Claim Schedule Details -

• • An issue where the Level buttons were being disabled is rectified.
  • (A) Various tweaks have been made to improve ease of use - the drag-drop sorting functionality has been reworked and a cell to grab the row is added.
  • (B) Dragging onto a cell to create a sub level is discontinued and a 'Set Level 2' button added.
  • (C) All the buttons now remain on display instead of scrolling off-view.
  • (D) Pagination has been added to support lengthy schedules and the grid will paginate at 100 rows.
  • (E) Due to pagination a 'Manual Ordering' button has been added that toggles display of a sequence column. This allows manual movement of a row between pages by specifying a sequence number.
  • (F) A 'Print' button has been introduced for a ‘Contract Schedule Report’ report type.

People Scheduler

• • (A) The initial date of the People Scheduler Gantt view can now be set on the Slider tab.
  • (B) Shift and dragging can now be used to create a copy of the schedule and its underlying service log; note the assigned person on the new log will still be the original person.

Expense Claims

• Expense Claim Details - An issue defaulting rates on disbursement activity types has been resolved. The GST field is now disabled on activity types without GST.
  

Administration

• WIP Code Details - Fixed a WIP Code dropdown issue that was not defaulting lists in the popup on a second opening.

• Utilities - An issue in the Output Schedule Import upload process that reported errors incorrectly was rectified.

• Licensing -
  • Added Job Transactions Transfer screen to the Finance license role.
  • Added Purchase Requisitions to Job Manager role licence

Integration

MyOB Advanced

• Update Active flag on Workbench Companies when they are set to Inactive in MyOB Advanced

Reports

New Reports

• wbContracts004 - Contracts Budget vs Final Cost Report by Activity - New Contracts Report

• wbContracts005 - Contracts Budget vs Final Cost Report by Job - New Contracts Report

• wbContracts006 - Contracts Budget vs Final Cost Report by Work Centre - New Contracts Report

• wbContractScheduleReport001 - Contract Schedule Report - Provided a new Contract Schedule Report and report type.

• wbJob005 - Job Profit - A New Job Profit report has been provided.
  

Report Revisions

• Licence reports - Profit Centre is now an optional predicate.

• Purchase Order -  The e-mail field is wider on Purchase Order Documents.

• Time Reports - Activity is added as a new predicate.

• wbContract010 - Contract Variations by Type and Revenue - Updated to reflect all latest budget types.

• wbJobTransaction006 - Job Transaction Unbilled Summary Retail - Print header on each page.
  

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