Hotfix Release 4.2.29.23

Release 10 Oct 2018

Purchasing

• Image List - An issue where an error was reported on Refresh of the Image List due to barcodes being extracted as amounts has been rectified, along with improved Company name display in the list.

Hotfix Release 4.2.29.22

Release 4 Oct 2018

Purchasing

• Purchase Requisition -
  • The option is now available to 'Create Tile' from the PR List's Apply Filter which places a named tile on the user's homepage as a shortcut to the PR List with the defined filter criteria.
  • The Description control has been standardised.

• Purchase Requisition Procurement List - The error messages in the case where insufficient data is provided to create the PO is improved.

• Workflow Delegation List - Access to this functionality has been amended from the 'Workflow Administrator' role to 'Assign Alternate for Other Approvers/Reviewers' Permission.
  

Base Release 4.2.29.20

Beta Release 1 Oct 2018

New Features

Statutory Holidays

New screen are available to setup holiday types and defined statutory holidays.

• Holiday Types maintenance is accessed from System Setup - Leave Management - Holiday Type List.
• Holiday maintenance of specific holiday dates is accessed from System Setup - Leave Management - Holiday List.

Feature Revisions

Timesheets

• Timesheet Mobile - An issue where inactive plant items were available for user selection is rectified.

• Timesheet Administration - An issue where the employee class on Timesheet Admin screen could not be changed is corrected.
  

• Attachments - Attachments at timesheet level is now available for Daily, Weekly, Admin and Mobile. These are searchable from the File Attachments List.

• Copy Timesheet - An issue with the period when copying a timesheet is rectified.

Purchasing

• Purchase Requisition -
  • A new column Line Description is added into the grid, and will populate into the PO grid Line Description. It defaults with the catalogue description if one is selected, else with activity description. It is hidden in grid management by default.
  • The PO Type field is now also selectable in the PR as the PR Type input in the Supplier section. This will carry through the the PO created and is displayed in the PR List, the Procurement List, Bulk Lines Procurement, and Purchase Order List; and also available as a filter on these list screens.

• Purchase Requisition Mobile - This screen iIs enhanced to support all the Address Type options as per the desktop browser.

• Purchase Order -
  • A setting 'Email PO Purchaser on Approval' is now available to define auto email to purchaser at global and/or person level.
  • An informational message now displays if no lines are selected and Complete is clicked.
  • The list of valid people for Purchaser is changed from PO edit users to any Employee.

• AP Voucher - A schema check is removed when actioning a Decline or Send Back as it prevented in-process voucher re-submission after schema definition changes.

• AP Invoice -
  • Attachments can now be made after approval.
  • An issue where lines were auto completed when the full Quantity was invoiced without the explicit Line Complete tickbox being enabled is rectified.
  • An issue of missing parameters on Final button is corrected.

• Inwards Goods Mobile - This is enhanced to search for purchase orders by PO number like the desktop browser equivalent.

Contracts

• Budget Detail - Some usability tweaks made regarding disabling buttons and use of Non Stock and Stock items.

• Claim Schedule -
  • An issue where schedules created from a budget did not have Job populated, and issues experienced selecting Work Centres is rectified.
  • Some usability tweaks made regarding disabling buttons and breadcrumbs.

Jobs

• Job Enquiry - Transactions tab now also displays Selling Quantity as a column.

Subcontracts

• Subcontract Claim - An issue on batching after the period is closed is rectified. Where the ctrl param 'Check AP Invoice Date is in Batch Period' is Yes AND ctrl param 'AP Invoice Auto System Batch' is Yes; then:
  • The Subcontract Claim is put into the next open period
  • The Claim Date is updated to the 1st of the new period and
  • A comment is added to the voucher and AP Invoice regarding the date change.

Billing

• Job Sales Invoice -
  • When an Job Sales Invoice is created for a Quoted Job and the 'Get Sales' button clicked, a line is created to the value of the Job as per the Job Details. This is enhanced to also change the Job Status to 'Invoiced'. If another Sales Invoice is created for the same job then a warning message is displayed. Note this is a warning and does not prevent further invoicing.
    
  • The invoice balances are now refreshed when generating lines from Get Saled without the need for the invoice to be Saved.

• Receipting Batch Entry - Correction has been made to the default auto calculation of the foreign currency tax value; and the invoice status valid for selection.

Work Breakdown Structure

• Activity Group - An issue experienced with paginating a large number of activities is rectified.

Administration

• User Detail - Enabling the Employee indicator on creation of a new user will now display the employee tabs without requiring a Save.

• Utility - wbUtilityChangeWorkCentreCodebyJob is updated to assume existing Work Centres, and updates JobTransactions, EstimateLines, and PurchaseOrderLines tables.

General

• Company Maintenance - The People tab now indicates whether a person is a Site Contact or Billing Contact.

• My Approvals - The Reminder email Hangfire schedule time has been amended to 06:00 NZT (UTC+12:00) from 00:00 NZT previously.

Licencing

• Stock Issues functional area added to Job Manager licence

• Stock Item List added to Stock Issues functional area

• Catalogue Maintenance List added to Purchase Invoices functional area

• Workflow Delegations List added to Approvals functional area

• Inwards Goods and Inwards Goods Mobile included in Purchase Requisitions licence, including legacy

Integration

Xero

• Employee numbers are now validated to be unique within the FinCo when exporting payroll timesheet batches.
  

Reporting

New Reports

• wbSubcontractTransactions001 - A New Subcontract Transaction report is supplied, Subcontract Claims.
  
• wbSubcontractTransactions002 - A New Subcontract Transaction report is supplied, Subcontract Retentions Outstanding Certified.

Report Revisions

• wbrsJobTransactions -  Job Transaction reports simply showing the description "Docket Auto" will now have a more meaningful Description.
• wbSubcontractClaim001 - Report has been re-designed.
• Subcontractor Insurances Predicate - Added Subcontract Code and Insurance Type to Subcontractor Insurances Predicate.
  

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