Hotfix 4.2.7.30

19 Oct 2017

• Fixes and IE11 issue where the Job List was not displaying

Hotfix 4.2.7.28

17 Oct 2017

• Fixes Timesheet Mobile date time rendering issue 
  
• Fixes adding permission to a role issue 

Base Release

4.2.7.27 - Scheduled 16 Oct 2017

New Features

Contracts

• Budgets - Budget costing has been enhanced from only an Activity - Work Centre perspective with 2 further options

• Budget lines may now be at a 'Cost Element' level allowing cost and revenue being specified by activity / plant / labour / item, with predefined costs being brought through. The Line Code then allows selection based on the element type specified.

• Alternatively budget lines may be at 'Revenue & Cost Element' level with revenue remaining at Activity - Work Centre but costs being at the activity / plant / labour / item granularity.

• The option used will be set once the budget is initially saved and cannot be changed thereafter as the data is different based on the input level selected.

• The Cost Element level options also supports the use of bills of materials.

• The General header is now collapsible to provide maximum screen estate.

Purchasing

• AP Invoice Details - AP Invoice now provides Review functionality when using the Std Value or Header Ext Totals processes. The context now has the following behaviours.

• Support for a AP Invoice review and approval has been introduced.

• The control parameter ‘AP Invoice Approval Process’ with option for <None, Value Standard, Header Total Ext> defaulting as ‘Value Standard’.
  • None - No approval required and no checking of non-approved in batches, hence also sets the ctrl param ‘AP Batch Approve Invoices’ to ‘No’.
  • Value Standard – Review by any employee, and Approval based on AP Invoice Approver Limit setting, and ctrl param ‘AP Batch Approve Invoices’ set to ‘Yes’ to disallow export of batches with unapproved.
  • Header Total Ext – As per Value Standard, also checks invoice total to header GST and total incl. GST; and ctrl param ‘AP Batch Approve Invoices’ set to ‘Yes’ to disallow export of batches with unapproved.

• Value Standard has the following behaviour.
  • AP Invoice now provides Review functionality when using the Std Value or Header Ext Totals processes.
  • Any employee may be assigned as a reviewer and will be listed on their Approval List as "For Review".
  • This does not preclude another user from indicating the Reviewed status, however the actual user will be recorded as reviewer and an assigned approver must be specified at the time.
  • The Assigned Approver is now also available for the Std Value process.
  • The AP Invoice will be listed on the assigned approver's Approval List as "For Approval", and they are notified by email based on the setting ‘AP Invoice Approver Assigned Email’ with Boolean at global and person determines if email sent. Note the email is sent on comletion of the Review.
  • However, any user with valid approval limit may approve and will be recorded as such.
  • If the final AP Invoice value exceeds the initial assigned person, it may be reassigned
  • Once a reviewer or approver is assigned, the AP Invoice is not editable except by user's with valid approval limit authority.
  • On action by the assigned the display changes to display the person that actually performed the action i.e. From Assigned Reviewer to Reviewer.
  • On Approve the AP Invoice is moved into an appropriate open system batch or a new one created.

• Header Total Ext process has the following extra behaviours:
  • Displays extra fields on header (Total incl gst; Total excl gst; Approval Required)
  • On approval the values in the header fields must match the line totals.
  • The AP Invoice Approver Limit setting are initialised based on existing voucher limits, but the respective 'Approve AP Invoices' and 'Unapprove AP Invoices' permissions must still be assigned.

Dockets

• Docket Reconciliation - A Docket Reconciliation has been introduced allowing review of docket lines matched to AP invoices and allowing creation of reversal lines. The screen is available from the Month End menu.
  

• The Type filter can be used to display:
  • Unreconciled: Not invoiced, nor reversed
  • Reconciled: Matched to AP Invoice, the number is displayed; note it may be part of an aggregated value on the invoice
  • Reversal: Reversed and displayed with the contra-entry
• To Reverse a docket(s), select dockets to reverse and click [Reverse] button.

Feature Revisions

Timesheets

• Administration - When new Timesheets are created on Timesheet Administration, the people that can be chosen are restricted to those for which the user is an Administrator of their Timesheet group. Previously the list was not restricted but an invalid selection would cause the screen to freeze.

• Daily Diary / Service Logs - Sometimes, especially in Weekly Timesheets and time entered on Daily Diary or Service Logs, the incorrect Year/Period could be applied to Timesheets when the Timesheet Period End Date is different from the Period End Date. Also, when the timesheet date is equal to the period end date, the incorrect Year/Period could be applied. This has been fixed.

Jobs

• Job Financials - The Job Financials view now has filtering by range of Year/Periods.

Purchasing

• Purchase Order Details - PO Number can now be specified when creating a new PO if the 'Allow Manual PO Numbers' control parameter is set to 'Yes'. The PO Number will be checked for uniqueness. You may leave the PO number as blank to generate the PO Number automatically on save. The default for 'Allow Manual PO Numbers' is 'No'.

Subcontracts

• Subcontract -
  • Support for file attachments at the subcontract claim level.
  • Datasheets have been added to subcontract.
  • Breadcrumbs are included for improved navigation from Subcontract Summary to Work Orders List.

• Subcontract Claim -
  • There was an issue with negative certified values being omitted from the display after saving. This has been rectified. The issue was purely display related and did not affect the processing of the line, and all data integrity was preserved.
  • Multiple open claims are now permitted; with the restriction that a new claim cannot be made on a WO line currently in an existing open claim. This is restriction is indicated as a WO line status.The enhancement should facilitate the users who may have structured their variations in order to facilitate the claim process.

• Bulk Subcontract Claim Batching - A screen to Batch Subcontract Claims in bulk has been added to the Month End menu. Previously subcontract claims could only be batched individually.

Work Breakdown

• Activity Details - The Activity Maintenance view for an Internal type has been amended to also display the GST Type Code field.

• Charge Types - All Charge Types created in WebWorkbench have the PreviewOverride flag set i.e. no Preview Invoice is required; to retain compatibility with shared mde procedures. The base Charge Type shipped in the base database should be reviewed to ensure this PreviewOverride flag has been set to -1. The previous default of 0 caused the Subjobs screen in the Get Sales billing process to display 0 as the 'To Invoice' value.

Reporting

• Report Text Templates - Previously on AWS the populating of Report Text from templates was not working properly. This has been fixed.

• Reports for Rows and Seconds - Introduced an upper limits for SSRS reports in Local Mode, we do not process reports with a number of records more than 5000 or if time required to execute is more than 20 Seconds. This is a general safeguard for the shared environment to minimise cross client impact. There is a control parameter to override max number of records.

General

• List Excel Export - This functionality has been extended to: AP Invoices, Work Centres, Outputs, Users, Employees (HR), Plant Items, Purchase Orders, Purchase Requisitions, Stock Items, Subcontracts, Dockets, Work Orders, and Work Orders (Subcontractor Portal).

• Data Import - An 'Import' button to the corresponding import process has been added with template support to: Adjustments, AP Invoice Lines, Budget Lines, Disbursements, Docket Outputs, Effective Contract Schedule Lines, Employees, Job Outputs, Plant Issues, and Purchase Requisition Lines.

Integration

WebWB API

• Timesheets - Previously when creating timesheets through the API, only the first line on each timesheet was being costed and priced. This has been fixed.

.