Hotfix 4.2.24.23

Released 1 Aug 2018

Jobs

• Jobs List - Rolled back job view limitation regarding permissions 'View Plant Jobs', 'View Stock Jobs', and 'View Non-Stock Jobs'.
  

Billing

• Bulk Send Final Invoices - Corrected issue where headers were not being rendered due to enhancement from previous release.

Hotfix 4.2.24.21

Released 27 Jul 2018

Purchasing

• Purchase Order Details - When drilling into a PO, the response from the server takes too long and the connection timed out. Performance improvements have been made.

Billing

• Job Invoice - Invoice Date default is now based on ctrl param ‘Default Job Invoice Date’.
• Job Claim Invoice - An issue where the Payment Due date was not being defaulted on AR Invoice Claims is rectified.
  

Base Release 4.2.24.15

Released 23 Jul 2018

IMPORTANT

Δ #1 Licence - Revisions to Licence Role now includes features not previously available. Read more ...

New Features

Claim Schedule

• (A) Support for an additional level has been added to Claim Schedules, allowing a total of 4 levels.

• (B) The Level buttons have also been replaced with outdent/indent buttons.

• (C) Hot key support has been added for grid navigation: Ctrl + Up/Down to edit the previous/next line; and Ctrl + Left/Right to outdent/indent a line.
  
• Select a row and use the buttons below to change the hierarchy. Drag and drop a row to order/create sub-lines under headers. The Ctrl/⌘ and arrow keys can also be used to navigate the grid and outdent/inden

Reporting

• Location Details - The timezone can now be set on Locations. This is used when printing a report footer, and is based on a user's location . Daylight saving is catered for.
  

Feature Revisions

Timesheet

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

• An issue where the timesheet grid date on Admin Timesheet Entry and Timesheet Administration could only be entered but not selectable from a calendar control is rectified.

• Daily Timesheet - An issue where the hours auto calculated from Start and End times were initially displayed incorrectly has been rectified.

• Timesheet Admin Approval - An issue with total values on the Admin Timesheet Entry list is resolved.

Purchasing

• Purchase Requisitions List - A column for the supplier is now displayed.

• Image Documents List - The 'Created Date' is now displayed to show when the document was initially downloaded.

• AP Voucher - Job, Work Centre and Activity are now editable on 'This Voucher' tab as standard behaviour for the assigned user or Voucher Admin. It was previously only a Voucher Admin feature.

• 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.
  • Named users in workflows are now exempt from the 'Workflow Reviewer' and 'Workflow Approver' permission requirement as their context is unambiguous, and to improve configuration usability.
  • Previously when the first step in a workflows schema referred to a PO function and the voucher did not have a PO, then an error message was reported. This has been amended not to report an error but rather to continue to the next step. This is more consistent with the principles of the other workflow scenarios and allows for definitions on more commonalities and hence reduce the number of workflow schemas to manage.
  • An issue where the workflow schema name was not displaying when matching on profit centre or job has been rectified.

• AP Invoice - The AP invoice unapprove action was checking a mandate, this is rectified and now only required the user to have the permission.

Jobs

• Job List - New permissions have been introduced to improve consistency. The permissions 'View Plant Jobs', 'View Stock Jobs', and 'View Non-Stock Jobs' are now required to view the respective jobs on the job list.
  

• Job Financials List - The margin is now displayed as a % column.

• Job Details - Job attributes has improved length validation.

• Batch Plant Issue - Ref 1 and Ref 2 fields are now also available from the Batch Plant Issue screen.

Work Breakdown

• Activity Group Details - The screen has been redesigned for improved usability.

Subcontracts

• Subcontract Details -
  • New Subcontract - The subcontract popup for a new subcontract now defaults the job code and/or subcontractor based on the list filter if specified.
  • Messages - The messaging controls can now be hidden using the ctrl param 'Subcontracts Send Messages' and 'Subcontractor Portal Send Messages' respectively. The defaults are 'Yes' i.e. display messaging controls

• Subcontract Claim -
  • Subcontract claim lines calculations are updated to handle negative quantities and amounts.
  • A ctrl param 'Subcontractor Portal Claims Require Attachments' sets the checks if a claim has an attachment when submitting. The default is 'No' i.e. no check.
  • The subcontract claim status 'ToReview' has been removed from the status list as it is not relevant.

Billing

• Job Invoices List - A text filter has been added for 'Title'.

• Job Invoice Details - Invoice Date now default to end of the current period.

Administration

• Time Code Details -
  • The code for a time code now supports use of an ampersand ('&') such as 'R&R'.
  • Payroll Code is now available on Time Code detail lines.

• User List - The user's email is now displayed on the User List.

• Extension Column List - The 'Combo List' column has been enhanced to support SQL SELECT statements as per mde using a new field to retain backward compatibility.

• Utilities - wbUtilityChangePurchaseOrderSupplier - This utility procedure changes the Supplier on a specified Purchase Order if the PO has not been invoiced by the supplier.

Reporting

• Report Type -
  • Filter Condition - The 'Not Equals' condition is now available for selected reports.
  • Filter Control - The List control is enhanced to support an internal value and descriptor e.g. A|Approved,N|New,I|In Progress

General

• Company - Company attributes has improved length validation.

• Attached Files List - An issue where the File Attachments list was only displaying 20 items is resolved.

• Email Template - The standard email template for PO assigned for approval (Notification - PoApproval) now includes a link to the PO to facilitate ease of navigation for desktop users.

• Expense Claims -
  • The Paid indicator is now available on Expense Claims and associated lists.
  • The GST is now always auto calculated on expense claims.

• Δ #1 Licence Roles -

  The following function is now in the Job Setup functional area, and so is available to the Project Manager role licence:

  • Output Schedules List

  The following functions are now in the Admin functional area, and so are available to the Finance role licence:

  • Legacy Licence Matrix
  • Licence Allocations
  • Licence Matrix
  • User Roles Matrix
  • Site Maps

  The following functions are now in the Leave Management functional area

  • Leave Scheduler
  • Leave Administration

  The Site Diary licence now includes the Timesheets and Leave Management functional areas.

Integration

MYOB

• Last Payment Date - This is no longer populated.
  
• Category - If the Analysis2 value (the Job Group on the job) of the first invoice line exists as a Category in MYOB, then we use that, otherwise we use the MYOB Category as specified on the MYOB Integration screen.

Reporting

New Reports

• wbPeople002 - Effective Permissions - A new Effective Permissions report has been provided, this is a detailed view of peoples permissions.
  
• wbPeople003 - Permissions Summary - A new Permissions Summary report has been provided, this is a summary view of peoples permissions.
  
• wbTime006 - Productivity Summary by Person - Provided a new time report Productivity Summary by Person.
  
• wbTime007 - Payroll Detail - A new Payroll report has been provided.
• wbContractClaim006 - Payment Claim Certificate - New report format provided. AR Invoice incorporating Claims and Multi (Input, Output, Non Derived etc).

Report Revisions

• wbBatchAPInvoice001 - AP Invoice Batch Report - Changed grouping from Invoice Number to Invoice Number and Company Name.
  
• wbAPVoucherList001 - AP Voucher List Review Required By - A New report 'AP Voucher List Review Required By' has been provided. A New Report Type 'AP Voucher List' has been provided.
• wbARInvoice002 - Added Due Date to wbARInvoice002.
  
• wbContractClaim001 - Add one more level of nested detail to wbContractClaim001 and wbContractScheduleReport001.
  
• wbContractScheduleReport001 - Add one more level of nested detail to wbContractClaim001 and wbContractScheduleReport001.

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