1 Sep 2017

New Features

Contracts

• Forecast -The Forecast values at the Activity level of the Forecast now support drilldown by clicking the respective value for Current Budget, Actual Cost, Expected Commitment, Uncommitted Adjustments, or Risk Adjustments. The drill down displays a popup or opens a new tab of the details depending on the context.

Dockets

• Docket Costing Schedule Details - The Job was removed from Docket Costing Schedules as they should support linking to multiple jobs; this impacted the list and details view. Tho support job linking a Docket Costing Schedules grid is now available on the Job Maintenance under the Schedules tab.

• Docket Entry - Dockets are now available independent of the Daily Diary. The Docket List and Entry is available from the Transactions menu. This allows capture of docket lines based on the Docket Costing Schedules linked via Job Maintenance. The dockets are date / sequence based.

General

• My Approvals - A 'My Approval Required Email' setting with Global and Person level is introduced to specify who receives the scheduled email. The generic Approval notification email lists all documents requiring approval by the recipient.

  • Email template is "Workflow - ApprovalReminder". Should not need any changes.

  • Recipients defined under the "My Approval Required Email" setting. Tick global or specify specific recipients only.

  • This is hard coded to send daily.

• Catalogue Maintenance - Catalogues (as reference in purchase order lines) can now be maintained through WebWB. This is accessed from the System Setup - Purchasing menu to display the list; from which specific catalogues can be maintained, or a new catalogue added.

• Send Email popup - The Send Email popup has been reworked to support:
  • a person picker for the CCs
  • multiple CC recipients
  • additional attachments (if these are attached in the underlying document)
  • a wider subject line

Feature Revisions

Timesheets

• Timesheets - The option of validating the attendance hours to timesheet hours is available based on the "Timesheet Attendance Validation" setting at either as Global, Finco, Location, Profit centre. The options are None / Warn / Disallow; the default being blank which equates to None.

• Timesheets Admin Approval - Sorting by name on the Admin Approvals list displayed an error; this was rectified.

• Timesheets Mobile - The column widths on the FinCo, JobCode and Description on the Job Lookup were resized more appropriately.
  

Contracts

• Contract Enquiry - The Budget tab has been revised to display all Budget Header types when unfiltered, thus including Price Requests and Journals (future feature). Filtering now filters at budget line and displays only those budget headers with lines meeting the filter criteria, this ensures that the drill through from the summary also provides a coherent view of budget lines.

• Generate PO Accrual - PO Accruals can now be generated using an existing batch, rather than having to create a new batch for each generation.

Purchasing

• Purchase Order Details
  • The PO Number is now in the attachment.

  • Foreign Keys have been applied to all PeopleID fields on the PurchaseOrders table. This resolves an error that could arise if the ApprovalRequiredbyID was saved as 0. Any existing 0 are reset to NULL to retain data consistency.

• AP Invoice Details - The AP Invoice has been made more flexible by:
  • PO Derived line allowing edit of Job, Activity, Work Centre, Value ex GST, GST, Value incl GST, Details, GST Type list
  • Docket derived lines allowing edit of GST, Value incl GST, Details, GST Type list
  • Dockets links are now also available under the Derived links where applicable

Job Costing

• Outputs Entry - The Date Due column has been added to the Job Output Entry screen.
• Outputs List - The Job Outputs List now only shows lines entered as Job Outputs, not claim lines. Invoiced Job Outputs are not editable.

Job Invoice

• Get Sales - It was possible that a size exceeded error message was reported on an input based job if there were many lines being invoiced. The line pagination has been rectified for this situation. This was a display issue that did not affect data integrity.

Administration

• Licence Matrix - The overlapping of column headings and checkboxes on the Licence Matrix screen has been corrected.

• WIP Types - The following WIP types available of setting up WIPCodes were corrected:
  • Earned Revenue
  • Input and Output Revenue at Retail

Subcontracts

• Subcontract Claim
  • Line Complete is no longer auto set by the quantity or value meeting the commitment. It can be left unticked from the screen, and explicitly ticked later.
  • The GST for the subcontract claim is now displayed with the Value incl GST; and the GST is editable that would auto distribute to the respective AP invoice lines.
  • Claim certification can now also be specified on the "This Certificate" basis for the respective subcontract claim lines.

• Subcontracts List - The Subcontract List ellipsis option for User List now navigates to a subcontract specific User List that is not bound to the System Admin license.

• Subcontract Details - Various improvements have been made to subcontracts:
  • the ‘Contract Awarded’ date is now mandatory due to legislative changes
  • the subcontract option on insurances are now limited to blank (subcontractor applicable) or current subcontract (subcontract applicable)
  • email notification to the subcontractor on action of a variation request is now available; enabled through the "Subcontract Variation Request Actioned Email" setting
  • the variation request columns Claim and Claim Ref are now hidden by default
  • a link is available for Retention maintenance from Subcontract
  • the Assigned Approver is now displayed and editable on the claim Main tab

•  Work Orders List - The list of work orders displayed are now also bound by the Profit Centre Groups of the current user via the WO → Subcontract → Job relationship.

Integration

Exports

• The lines on Batch Export files are now correctly sorted, so that the header line always comes first.

MYOB

• There was a problem with exporting to MYOB or Xero when the Application user had a fully qualified name longer that 30 characters. This has been corrected.

Xero

• The Xero Payroll export now posts all payroll timesheets in one posting, which either succeeds or fails completely. There is no practical limit for the number of timesheets in a batch.

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