Hotfix Release 4.3.6.25

Release 12 Apr 2019

AP Voucher - An issue with the GST on adjusted vouchered Dockets is rectified.

Subcontract Claim - Rectified a Serialization Max Length error where a subclaim had many associated work orders.

Claim Based Job Invoice - An issue 'Resetting' claim based invoice lines was rectified. It was previously displaying an error message.

Hotfix Release 4.3.6.22

Release 2 Apr 2019

This hotfix addresses a compatibility issue when billing from the MDE. This was raising an error message.

In some cases the integration incorrectly determines that an invoice has errors, when in fact the release process in MYOB Advanced is still in progress. The issue happens because there is an attempt to delete these invoices, and because they have been released in MYOB Advanced they can't be deleted.

Base Release 4.3.6.20

Beta Release 1 Apr 2019

New Features

Production Measures

When delivering fixed-price projects, there are always two fundamental items that must be considered - how much of the budget we have spent, and how much of the work we have completed. Production Measures combines with our Forecasting module to evaluate cost against physical completion and provides the ability to make Forecast Adjustments based on this information.

Refer online documentation for details >>

AP Invoices - Buyer Created Invoice Numbering

Automatic numbering of buyer created invoices (BCI) is now supported, and the functionality is MDE compatible. This functionality auto generates an AP Invoice number for suppliers that have 'Use Buyer Created Invoices' ticked in the Financials tab.

Where a supplier has 'Use Buyer Created Invoices' ticked in the Financials tab, the Invoice No will be disabled in the AP Invoice.
On a new AP invoice the field will display 'BCI Number to be generated'.
The format of the BCI number is configured by 2 control parameters, and these are MDE compatible - BCI Numbering Mode and BCI Number Template.

AP Credit popup

As part of the framework upgrade to allow the popup to simply display on top of the existing context and independent of the associated list, the AP Credit is now updated.

The upgrade improves all entry points to the AP Invoice popup - AP Credit Batch Entry, AP Invoices List, Job Enquiry, AP Voucher, AP Voucher List, PO Line Details, and My Approvals.

The intention is to extend the framework upgrade to other popups over future releases.

Send Email - Auto Attachments

Auto Attachments support was added to 'Bulk Send AR Invoices' to auto attach additional files to include with the invoice in the bulk process. This support is now extended to the generic Send Email popup, and attachments with a File type tagged with 'Include On Emails' will automatically be attached.

A. The 'Include On Emails' option should be enabled in an existing or new File Group.

B. An attachment with the associated File Group will be auto attached on the Send Email popup.

C. When sent, any attachment of the selected File Groups with the flag will be attached to the email along with the invoice.

Workflow - Segregation Of Duties

A new Yes/No control parameter 'Workflow User Limitation Enabled' has been introduced. Setting the parameter to YES enables explicit segregation of duties to be enforced for all documents where workflow is enabled. The effect is that the Requester/Submitter, Reviewer(s), and Approver must all be performed by different people; and so anyone that has performed a step in the workflow is no longer available as a candidate for following steps. The default parameter value is 'No', which is the equivalent to current behaviour.

Should a valid person not be available then a

error message is displayed and the document state will remain as is. The workflow schema will need to be reviewed to determine appropriate configuration.

Users with respective document Admin Review/Approval permission will be able to action on behalf of the assigned user and this is audited.

Backcosting Utility

A new Utility is provided to recalculate the costs on timesheet lines so that they add up to a standard cost, according to a standard number of hours, for each day. This can be used for salaried employees to apportion a set cost across jobs worked on. The Utility is called wbBackCostLabourRates and accepts a timesheet date and a payroll name as parameters.

Feature Revisions

Timesheet

General - Rectified an issue where the Time Code was no longer populated if the column was hidden on the grid, although the correct rate was being applied.

Weekly Timesheet - A new control parameter ‘Weekly Timesheet Variance Display’ is introduced with options - None, Standard, or Attendance. and determines the footer displayed with the respective variance. This has no affect on the data written to the Timesheets. Refer release notes 4.2.3 Timesheet Attendance.

Job Costing

Job Enquiry - Two new columns are added to the Details tab in order to provide an explicit indication of commitment.
- Outstanding POs/WOs: displaying total commitments from POs and WOs
- Total Commitments: Cost + Outstanding POs/WOs; and
- Cost % is revised to be against budget using the Total Commitments rather that Total Costs

Job Maintenance / POs / WOs / Timesheets - Job budget enforcement as determined by a Job's 'Check Against Budget' attribute has been rationalised. This impacts the following:
- On Purchase Orders and Work Orders:
  - Warning if no budget - show warning message if there is insufficient budget
  - Enforce budget - show error and prevent saving if there is insufficient budget
- On Timesheets:
  - Warning if no budget - show warning message if there is insufficient budget
  - Enforce budget - show warning message if there is insufficient budget
- Budget validation is not performed on other data entry screens.

Job Maintenance - The validation on Delete has been improved to provide better feedback where deletion is not performed due to referential integrity issues.

Purchasing

Purchase Order -
- The line Job picker is updated to be consistent with the functionality in AP Vouchers and AP Invoice. The suggestion list is now automatically limited to the jobs in the same finco as the supplier. To select a job from another finco, open the search popup using the magnify icon and explicitly remove the finco filter criterion.
- The line Details popup was displaying an incorrect date for inwards goods receipts and this is rectified.

Image Documents List -
- The usage meter has been updated to cater for annual licences and mid-month licences. It previously operated in line with calendar months.
- The Image Document scan line columns can now be setup on a per supplier basis to optimise the scan process to pertinent data; for example most suppliers would probably not use Docket Number at line level.

A. The default columns displayed for all suppliers is setup from the Extraction Downloader screen, Lines Config button. The default fields enabled are - Description, Code, Unit, Quantity, Rate, and Value Excl Tax.
B. Should a specific supplier provide line data that is relevant, the supplier specific column override is setup from the Image Document List ellipsis in the Company column.
C. The setup determines the columns displayed for the grid in the Extraction Editor and the Voucher scan lines panel.

AP Voucher - If a Delivery Fee is specified, this will now auto generate a scan line for cost mapping as required.

Billing

Job Sales Invoice - The invoicing screen has been optimised for an intermittent timeout error.

Subcontracts

Work Order - An 'Uncomplete' action is now supported by un-ticking the Completed tickbox on the Work Order lines grid screen if the user has 'Uncomplete Work Order Line' permission. This restores the outstanding values based on the recorded claims.

Subcontract Claim - Rectifies an issue where an email confirmation popup was being displayed behind the current popup context.

Work In Progress

Previously, transactions written off were included in the Unbilled values, and hence caused an incorrect WIP accrual for Input based WIP types. This has been corrected.

Reporting

New Reports

Add Timesheet Completed and Timesheet Approved to Time Report Types.
wbTimesheet005 - A new Daily EBA timesheet report has been provided.
wbStock001 - A New (beta) stock report 'Stock On Hand By Location' (and report Type 'Stock') has been provided.

Report Revisions

Productivity Summary by Person - Total Percentage calculations have been corrected.
wbJobSummary002 - Fixed total calculation error with Surplus / Deficit column.
wbJobSummary003 - Job Summary - Fixed total calculation error with Surplus / Deficit column.

Contract Claim - Fixed source of Company Name and address.
Payment Claim Reports - Fixed bug with retention's being subtracted instead of added to total.
wbJobTransaction001 - Change sort order to By Work Centre, Activity Code and Transaction Date, and rename report from 'Job Transactions' To 'Job Transactions by Work Centre'.
Variation Report - Added Subtotals and report total.
wbBatchAPInvoice001 - Added Subcontract Code to report.

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