Hotfix Release 4.4.1.24

Release 28 May 2019

Contract Enquiry, Forecast tab - Rectifies an issue introduced where the auto-hide functionality for Balance Of Budget should also check ctrl param 'Balance Of Budgets' is 'No'.

Daily Diary, Timesheets - Rectifies an issue that was preventing Qty from being edited if the grid management was customised.

Daily Diary, Materials - Rectifies an issue where editing material lines after saving could reset the Job or Activity based on the configuration applied.

Hotfix Release 4.4.1.23

Release 27 May 2019

A serialization error that may be encountered on the Login screen under specific circumstances regarding large SiteMaps.

Hotfix Release 4.4.1.22

Release 24 May 2019

Purchase Order - This is resolved an issue where the currency re-default from the supplier's currency on editing after it had been modified i.e. in context of multi-currency suppliers functionality.

Hotfix Release 4.4.1.20

Release 21 May 2019

Purchase Order - The time out issue when saving POs was related to budget validations with deep work breakdown structures. This is resolved in this release.

Base Release 4.4.1.19

Beta Release 21 May 2019

New Features

Contextual Help

Support for Contextual Help has been added.

A. The new ? (question mark) symbol on the blue bar, or on popup title bars, provides access to contextually sensitive help for the page currently displayed. The help documentation will display in a new tab so that your place in the application is retained. The ? may be disabled (grey) should contextual help be currently unavailable.

B. Remember that access to the Help Index is still available from the Profile menu.

Forecast - Improved Navigation

Navigation in the Forecast screen has been enhanced to better support adjustment for budgets with many lines.

A. The + symbol has been added to expand a job down to activity level.

B. The Job link is still available to expand to Work Centre level, which can be individually expanded to Activity.

C. The Job, Work Centre, Activity columns are now fixed in place, and should you have a smaller monitor and be required to scroll across, the three identifying columns will remain displayed.

D. The Adjustment popup is still accessed from the Uncommitted value or Risk value respectively (at Work Centre or Activity levels)

E. The Adjustment popup is now full width and provides a Forecast Movement Summary to provide better context for the adjustment.

F. A new comment field is available for the forecast line; and this is also directly editable on the forecast.

G. As before the activities available depend on your entry point, either the specific entry activity or all valid activities for the entry work centre.

H. Navigation button for Previous / Next activity are available within the current work centre context; and respective button will be disabled when you get to the end of the work centre activty list.

I. As before, Save and Close when your adjustment is complete.

AP Voucher - Pre-sold PO Lines

Visibility of pre-sold PO lines is now available in AP Vouchers.

When voucher lines are matched to lines from a pre-sold PO (a PO that has been included on an AR invoice) then an info icon will display in This Voucher.
Hovering over the info icon will display the corresponding AR invoice number and value for the PO line in a tooltip.
The voucher is processed as usual and resultant AP Invoice line cannot be re-sold.

Multi-Currency Supplier

Multi-currency suppliers are now supported should you have to process POs and AP Invoices in various currencies from the same supplier.

A new control parameter "Allow Multi Currency Suppliers" is now available; although the default is 'No' with this functionality disabled. Enabling this with 'Yes' has the following affect:

• Purchase Order - The currency will continue to default from the supplier's currency but the currency picker will be editable if there are no PO lines.

• AP Voucher - The currency will now default from the first PO used (if applicable). Should a subsequent PO be added with a different currency, the currency will not change and a message will be displayed. The currency picker (on the Additional tab) will be editable while there are no voucher lines. If a PO is not used then the currency continues to default from the supplier's currency, the currency for the resultant AP Invoice will be as per the AP Voucher.

• (manual) AP Invoice: The behaviour is as per POs. The currency will continue to default from the supplier's currency but the currency picker will be editable if there are no AP invoice lines

Technical Notes

Δ Note: This version includes a technical upgrade to the application grids in order to remain up-to-date with application components. The margins in the new grid have changed slightly, so we will be continuing to review alignments across the system over the next few releases.

Feature Revisions

General

List Filters - The collapsible filters have been enhanced to allow the initial criteria to be amended if it is not mandatory for the respective list. Previously the default filter was non-collapsible even when not mandatory. Remember you can click directly on a term in the criteria to edit, rather than first expanding the filters.

Company picker - The FinCo is now displayed in the Company picker suggestion list and search popup.

Timesheets

Mobile Timesheets - The Stock Issue from timesheets now allows selection of Purchase activities as well as Stock activities.

Batch Timesheets - The batching criteria for timesheets now includes a Timesheet Group filter option.

Purchasing

Purchase Order - The default currency for a PO as configured for the supplier, is now editable provided there are no PO lines.

Voucher - The Excel Export feature is now available from the Dockets tab filter.

Job Costing

Job Financials List -
- The 'Account Manager' and 'Job Manager' filter criteria now support 'is one of' as an option.
- Negative values in Surplus/Deficit column now display in red.
- The columns 'Unapproved Revenue', 'Surplus / Deficit', '%', and 'Margin' are now sortable.

Job Maintenance - The Site Contact person on a job can now be a non-client person if the company filter is explicitly removed from the Person picker search popup. The suggestion list will continue to provide a client filtered set of people only.

Budget Detail - The Budget Detail view for budget 'Journals' when entering from My Approvals and the Forecast Budget popup were incorrect, and were displaying the data in context of a standard budget entry. This is rectified. If there are any budget lines that present with "Journal", change these manually to the correct budget type and save. If the budget type is Original Contract, you may need to make another change on the line for this to save correctly.

Subcontracts

Work Orders - An issue where the Work Centre in the lines was not being defaulted when the column was hidden is rectified.

Subcontractor Portal - An issue where the breadcrumb was redirecting to an incorrect URL and causing an error is resolved.

Subcontract Claim - The batch process for a subcontract claim is now equivalent to an AP invoice. That is, when the sub claim is batched in a closed period where the ctrl param 'Check AP Invoice Date is in Batch Period' is Yes; then:
The sub claim and its job transactions are 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 Claim Details regarding the date change.
The user is notified of this in the batch success message.

Billing

Job Invoice - The Attachments popup is now available even when the invoice is Finalised or Updated.

Expense Claims

Attachments - Downloading attachments was not using the original filename when saved. This is rectified.

Leave Management

Timesheet lines generated from leave requests now include the leave type description in the comments.
Leave requests now cannot be created or approved when the date range includes any days in past periods which are closed for Time.
When creating a new leave request, the Save button now saves the request and enables the Messages and File Attachments tabs without closing the form.

Administration

Period Ends - A requirement where the Period End required the period for the current date (today) to be completely open has been removed. The user is completely in control to ensure the correct periods or modules are open or closed as required.

Reports

New Reports

wbBudgets005 - Variation Request Summary - A new 'Variation Request Summary' report has been provided without Detail lines and with addition of the Retail value.

Report Revisions

wbBudgets002 - Variation Request Detailed - Fixed an issue with 'Description' label visibility and suppressed 0.00 values if UseRevenueLines flag is ticked.

wbBudgets003 - Variation Request Detailed (Alt) - Fixed an issue with 'Description' label visibility and suppressed 0.00 values if UseRevenueLines flag is ticked.

wbContract009 - Contract Forecast Summary - The Total Budget value and the Budgeted Revenue & Forecast Final Cost values now include Unapproved Variations (In Forecast) and Risk (In Forecast).

wbSubcontractClaim003 - Subcontractor Payment Certificate - Added unapproved variations to report.

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