4.3.7 - 17 Apr 2019

Owned by Nelson Leong
Last updated: Apr 22, 2019
5 min read

Hotfix Release 4.3.7.20

Release 23 Apr 2019

  • Timesheet Mobile - The default Work Centre for Stock Issue from Timesheet Mobile is now consistent with Plant Issue and is dependent on the 'Default Work Centre Basis' setting in the Cost Activity Group for the associated Job.
  • Subcontract Claim - The claim status options have been updated to retain MDE compatibility. Where previously the status was initially 'Entered' for external Subcontractor Portal claims, and then 'Submit' after submission for certification; the statuses are now 'New' for the Subcontractor Portal and 'Entered' after submission. The existing data is auto converted to align with this revision i.e. 'Entered' sub-claims by a Subcontractor Portal user are converted to 'New', and all 'Submitted' are converted to 'Entered'.
  • AP Voucher Workflow - An issue where the workflow schema definition referencing a document function, such as PO Purchaser, reported an error when processing an AP Voucher without a PO context is rectified. It now continues to the next workflow step, and then only reports an error if no valid workflow steps are defined.


Base Release 4.3.7.18

Beta Release 17 Apr 2019

Important Notes

  • Δ #1  Work Order - The Work Order Type 'Unapproved Variations Forecast' has been rationalised into the Work Order Type 'Unapproved Variations'. Refer detail below.
  • Δ #2  Inter-company invoice generation - a configuration change is required on Financial Companies if the new (i.e. non-legacy) inter-company process is being used. Refer detail below.

New Features

Subcontract Claim 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 Subcontract Claim is now updated.

The upgrade improves all entry points to the Subcontract Claim popup - AP Invoice list, My Approvals list, Job Enquiry Transaction tab, and the Subcontractor Portal.

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


Feature Revisions

General

  • Homepage - Custom filtered tiles are better integrated with breadcrumb navigation. Filtered tiles can be created for Jobs, Companies, People, Purchase Requisition, Datasheet, and Job Invoices lists.

Purchasing

  • Purchase Requisition - Issues creating a PO from PR or PR line was rectified.
  • Purchase Order -
    • Browser cache on Ms Internet Explorer affecting the PO grid display and navigation is rectified.
    • Long extension fields not display correctly.
    • The 'Approver' in the General section not toggles to display the input selection for the required approver if the PO is not approved, or the actual approver if the PO is approved.
    • An issue where tabbing off the Contact cleared the contents was rectified.
    • The Delivery Address will now default to the Job Site Address when an Address Job is specified.
  • AP Vouchers List - The Vouchers List filter now supports the Create Tile option on the Filter button to create a tile on the Homepage to a filtered list.
  • AP Voucher - An issue with the GST on vouchered Dockets is rectified.
  • AP Invoice - The processing of multiple dockets has been improved by allowing the user to select all dockets using the tickbox in the header, and a distinct Confirm button that does not close the Docket confirmation popup.

Contracts

  • Contract Enquiry, General -
    • A button is now available to navigate to a filtered list of the related subcontracts.
    • Breadcrumb navigation between the contract and claims is improved.
  • Contract Enquiry, Dates tab - The 'Next Release' date that is visible from Retention Management is now also displayed here. It defaults to the initial Latest Practical Completion; and is auto updated to the Maintenance Finish after the first retention release is made from Retention Management. Note: if retentions are performed outside of the process, for example with manual negative lines; this date functionality will not trigger.
  • Forecast - The grid totals that were missed during an update have been restored.

Job Costing

  • Job Enquiry - An issue using the Excel Export on the Details tab was rectified.
  • Job Budget - Extension column support has been added. Define columns for the Extension Type 'Estimate', and use the 'Web Budget' view.
  • Claim Schedule -
    • The Quantity on claim schedules now supports 4 decimal of precision. A corresponding change is made on claim billing.
    • The line Amount can now be edited and this will recalculate the Rate. Previously the Amount was not editable.

Billing

  • Job Sales Invoice - Compatibility issue resolved where MDE was raising an error on opening Job Sales Invoices.
  • Claim Based Get Sales -
    • The To Date Quantity on claim based invoicing now supports 4 decimal of precision. A corresponding change is made on claim schedules.
    • An issue 'Resetting' claim based invoice lines was rectified. It was previously displaying an error message.

Subcontracts

  • Work Order -
    • A Work Order approved through a workflow process can now be Unapproved by a user with 'Unapprove Work Orders' permission. This returns the WO to an entered state and requires the full workflow to be re-approved.
    • Δ #1  The Work Order Type 'Unapproved Variations Forecast' has been rationalised into the Work Order Type 'Unapproved Variations', and any work orders of type will be auto-converted to 'Unapproved Variations'. Whether the 'Unapproved Variations' type is to be included into the forecast is based on the control parameter 'Forecast exclude Unapproved Variations'. A similar control parameter 'Forecast exclude Contract Contingency' is also available.
  • Subcontract Claim - The Work Orders tab is now set to 100 work order lines per page due to a Serialization Max Length error.

Month End

  • Batch Control List - The Batch Control List filter now supports the Create Tile option on the Filter button to create a tile on the Homepage to a filtered list.

Other

  • The filtering of dates on the Metadata Editor has been fixed.
  • Previously when plant data was synced to Upvise, all custom fields on the Upvise plant item was overwritten, even when there was no matching extension column in Workbench.  This has been fixed so that only custom fields that match an extension column in Workbench are updated.

Inter-Company

  • Δ #2  This is applicable only where the new inter-company process is being used. i.e. the Legacy Inter-Company Process control parameter is set to No.
    In order to cater for scenarios where 3 or more Financial Companies are involved in the inter-company posting, the configuration of the Inter-Co AR and AP Accounts on the Financial Companies is now specified as an account code rather than a specific debtor or creditor company.

    This enables multiple inter-co debtors and creditors to be configured in different Fincos with the same AR or AP Account, which is what is necessary when more than 2 FinCos are involved.

Integration

  • When an AR or AP batch export to Xero, MYOB or MYOB Adv returns errors on some invoices, the option is now provided to move the offending invoices to another system created batch. This is to cater for Xero in particular, to enable the rest of the invoices to be posted.
  • Previously the syncing of companies from Financials would fail if the template company had a Price Code longer than 5 characters.  This has been fixed.

Administration

  • Users - An error on saving a new employee with an was rectified.
  • Job Transactions Transfer Utility -
    • Employee column now included on the grid.
    • Applying filter now reapplies the job criteria.
    • The Purchase link displays the AP Credit as appropriate.


Reporting

Report Revisions

  • wbContractClaim003 - Payment Claim Certificate - Added Footer Text to report.
  • wbTime007 - Payroll Detail - Rectified a reporting issue that displayed inflated allowance cost. This was a reporting issue only.

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