3.0.15
- Malcolm Mackay
- Maria Harreguy
Reporting
On 'Reports List' screen, Report Types options on the 'Report Type' Filter is restricted to the Types of the Reports the User is able to access only.
Report Types
Report Types have been harmonised with those used by the MDE, so that the same report type in used in both instances. Â The WebReport and CrystalReport flags on each report type indicate where it is in use. Â The RenderingMode on the Reports record determines where it is used:
- 0 - Crystal
- 1 - SSRS
- 2 - Sharperlight
The following web report types were changed:
| New Report Type | Old Report Type | MDE Also | System Report |
|---|---|---|---|
| AP Invoice Approval | Web-APInvoiceApproval | Â | Yes |
| AP Voucher Approval | Web-APVoucherApproval | Â | Yes |
| AR Invoice Approval | Web-ARInvoiceApproval | Â | Yes |
| Budget Approval | Web-BudgetApproval | Â | Yes |
| Contract | Web-Contract | Yes | Â |
| Contractor Daysheet | Web-ContractorDaysheet | Â | Yes |
| Daily Diary | Web-DailyDiary | Â | Yes |
| Datasheet | Web-Datasheet | Â | Yes |
| Expense Claim | Web-ExpenseClaim | Â | Yes |
| Job | Web-Job | Yes | Â |
| PO Approval | Web-POApproval | Â | Yes |
| Purchase Order | Web-PurchaseOrder | Yes | Yes |
| Purchase Requisition | Web-PurchaseRequisition | Â | Yes |
| Scheduling by Job | Web-SchedulingJob | Â | Â |
| Scheduling by Person | Web-SchedulingPerson | Â | Â |
| Scheduling by Plant | Web-SchedulingPlant | Â | Â |
| Stock Delivery | Web-StockDelivery | Â | Yes |
| Subcon Claim Approval | Web-SubconClaimApproval | Â | Yes |
| Time | Web-Time | Yes | Â |
| Timesheet | Web-Timesheet | Yes | Yes |
Resource Scheduler
The maximum limit of rows in the grids below have been increased to 500, and it now shows -30 days from the current day, which before it only showed from current week onward.
| People Scheduler |
| Leave Scheduler |
| Job Scheduler |
| Log Scheduler |
| Plant Scheduler |
| Job Work Centres Scheduler |
Daily Diary
-Timesheets: When altering an existing timesheet line for a Sub-Contractor on the Daily Diary Timesheet, the change is reflected in the Docket line on desktop Workbench, both hours quantity and amount (line cost). Â Â
Portal
-Person List: Main tab now shows an additional phone number, which is the company's phone number. In case the person cannot be reached to his/her Mobile or Business phone (DDI), the user has the company phone handy, without having to go out of the Person screen, and going back to the Company list. Is a read only field.
-Job List: Extension columns tab shows the extension columns added to the Portal view on Extension Table columns Maintenance menu.Â
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Expense Claim
 Expense Claim List: A user is now able to delete the last and only line of an Expense Claim, which will leave an Expense Claim header with no lines, but will still be able to save it. Only the user that entered it can delete the last line, not an Approver or Administrator.
Leave Management
Leave scheduler: On the filtering option, when selecting by Timesheet Group, it will now show all the existing Timesheet Groups, regardless of the security around the user and the Timesheet Group, or what Timesheet Group the user has access to.
General
-Job lookup: When filtering jobs by Job Manager, the list of people to choose from will be Job Managers, rather than a complete list of employees.
-Impersonate login: New feature has been added for Administrator login only, to Log in on behalf of someone else. This will help specially when troubleshooting permission and security issues. This is only available for users with LoginCode = 'Administrator'.
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Budget
This provides the functionality to request variations from a Budget. Field staff or Project Manager can (the Price Request should not be approved yet):
1-create a Variation Request for approval in MDE to update budgets (increase or decrease)
2-update an existing Variation Request that is not yet approved.
3-check of request status (approved or unapproved)
4-create another version of the Price Request (Create Revision).
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