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Beta Release 03-Dec-2019

Important Notes

  • Δ #1  Infrastructure - The regular library updates may affect the initial visibility of some control version, such as the HTML editor. Use the Ctrl+Shift+R key combination to force a browser refresh.

New Features

Job Invoice Workflow Schema

Job Invoice approvals have been upgraded to include Workflow Schemas in addition to the base Approval model. This is in the same pattern as that for AP Vouchers. Some key points regarding this feature are listed.

(blue star) The Job Sales Invoice screen may now use workflow approval displaying the elements as above.
(blue star) The workflow approval option is enabled by specifying ‘Workflow' for the control parameter 'Job Invoice Approval Process'.
(blue star) Define appropriate workflow schema for Document Type of ‘Job Sales Invoice’, there is no default workflow.
(blue star) Job Sales Invoice workflow schemas match on the Client Finco / Client Company / Client Profit Centre / Job Type / Job.
(blue star) Workflow schema functions remain as is, the pertinent being ‘Job Manager’, ‘Job Account Manager' and 'Me’; these also support derived limits based on 'Job Invoice Approvers Limit' setting.
(blue star) The workflow pattern is as per AP Vouchers i.e. no technical review; with selectable reviewers & approvers.
(blue star) Users with ‘Job Invoice Admin Review/Approval’ permission may intervene in the approval process and require ‘Job Invoice Approvers Limit’ setting that mandates approval limits.
(blue star) The setting 'Job Invoice Workflow Email Enabled' defines email notification by the workflow at global or person level.

This invoice screen also support additional functionality to control editing of the invoice within a workflow at a global / person level. This allows setting the standard behaviour and any exception by person.
The default is non-editable. The settings are:

(blue star) Job Invoice Workflow Review Edit
(blue star) Job Invoice Workflow Approver Edit

Email Recipients

The email recipient control has been enhanced to behave like a more familiar standard email input. Should the controls not display correctly try to refresh your browser cache using Ctrl+Shift+R.

A. Typing any 3 character part of the recipient name or email will display a list of matching 5 suggestions.
B. Once selected the recipient email is displayed in a block and can be removed by clicking the 'x'.
C. Invalid entries (i.e. invalid email addresses) display as red text.

Purchase Order popup

As part of the framework upgrade to allow a popup to simply display on top of the existing context and independent of the associated list, the Purchase Order screen has bee redesigned as a popup.

The upgrade improves all entry points so that the user is not navigated to PO List; namely:

  • Purchase Order List

  • My Approvals List

  • Bulk Lines Procurement

  • Job Procurement List - History tab

  • Job Enquiry - Transaction tab

  • Job Enquiry - Orders, and

  • Contract - Forecast - Expected Commitments popup - Reference

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

Feature Revisions

General

  • Δ #1 Infrastructure - With our regular library updates required to keep system references up to date, some new versions of controls have been introduced. This may affect the initial visibility if you have any prior browser cache data for the previous control version, such as the HTML editor. Should a control not display correctly use the Ctrl+Shift+R key combination to force a browser refresh.

Timesheets

  • Mobile - correct Firefox start and end time calculation of hours (not sure if this was a Firefox update that corrected this or our changes).

  • Disbursement Activity entries - allow values greater than 24.

Purchasing

  • AP Voucher - The Details on ‘This Voucher’ tab lines sourced from PO Lines are now configurable using the new control parameter ‘AP Invoice Line Details Template’ with the default being ‘[Code]; [Description]; [Details]’. This configuration also applies to AP Invoice lines. The tokens are:

(blue star) [Code] - PurchaseOrderLines.LineCode
(blue star) [Description] - PurchaseOrderLines.LineDescription
(blue star) [Details] - PurchaseOrderLines.Details

  • AP Invoice - The Details for lines sourced from PO Lines are now configurable using the new control parameter ‘AP Invoice Line Details Template’ with the default being ‘[Code]; [Description]; [Details]’. This configuration also applies to AP Voucher lines. Refer to above AP Voucher for token details.

Billing

  • Job Invoice - The invoice numbering issue due to the default Location was being reinstalled on system updates when the ‘Global Numbering Location’ control parameter is in use has been rectified.

Daily Diary

  • Timesheet

    • Changed the “Copy Job and Copy Hours” option to include the comments for external suppliers.

    • Add Description field to the grid, this is hidden by default but can be unhidden via Grid Management. The description can be seen in the Docket Reconciliation screen.

Reporting

  • Added an Application log for when the “Print Report Troubleshooting Parameters” option has been selected on reports.

  • Saving a customisation of report parameters will no longer set the “Print ReportTroubleshooting Parameters” to on, when it was set to off.

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