Hotfix Release 4.3.4.45

Release 11 Mar 2019

• Send Email - Addresses an issue where an error occurred when no additional attachments were available on the source document.

Hotfix Release 4.3.4.42

Release 11 Mar 2019

• Bulk Send Final Invoices - Addresses an issue where the invoice PDF was not being attached to the email.

Base Release 4.3.4.40

Beta Release 4 Mar 2019

New Features

Work Order Workflow Schema

Work Order 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.

•  The Work Order screen may now use the workflow elements as above.

•  The workflow approval option is enabled by specifying 'Workflow' for the control parameter 'WO Approval Process'.

•  Define appropriate workflow schema for Document Type of ‘Work Order’, there is no default workflow.

•  WO workflow schemas match on the Subcontractor Finco, Subcontract Job Profit Centre or Subcontract Job.

•  Workflow schema functions remain as is, the pertinent being ‘Job Manager’, ‘Job Account Manager’, and 'Subcontract Administrator'.

•  The workflow pattern is as that for AP Vouchers i.e.no technical review; with selectable reviewers & approvers.

•  Users with ‘Work Order Admin Review/Approval’ permission may intervene in the approval process and require ‘WO Approvers Limit’ setting that mandates approval limits.

•  The setting 'Work Order Workflow Email Enabled' defines email notification by the workflow at global or person level.

•  The control parameter 'Work Order Workflow Comments' sets whether comments are used by the workflow.

Timesheet EBA

This feature enables user selection of the appropriate Employee Benefit Agreement (EBA) where it cannot be unambiguously auto determined by the system. This mechanism is only required for users where the ambiguity exists; and is not necessary to be setup for the scenarios where the EBA can be unique matched.

A. Associate the EBAs that apply to the affected user from the Extended Productivity tab of the User Detail.

B. Enable the Profile column for the TimesheetDaily grid by un-ticking the Hidden box. This enables the field in Timesheet Daily and Timesheet Mobile. This field is also available for the TimesheetDailyAdmin grid. The Profile column is hidden by default.

C. The Profile column with a list of the associated EBAs will now be available on Timesheet Daily entry for users where this option is defined as per (A). The Profile column will be auto hidden for other users where this timesheet profile option is not defined.

Collapsible Filters

With the positive response to the new collapsible filters on Job List, AP Invoice List, and Plant List; this feature has been released to other list screens and the Job Enquiry. Recall this feature offers the same search functionality but with a reduced screen footprint which will benefit complex searches and smaller screens. Watch the video clip for a basic demo.

Feature Revisions

General

• Send Email - The add attachments (from current document) functionality has been added to the Send Email with the conversations panel. This affected Work Order, Purchase Order, Job Invoices, Datasheets, and AP Vouchers.

• Workflows - The 'Decline' option has been deprecated. User should use the 'Send Back' or 'Cancel' as appropriate. This change affected the workflows for Purchase Requisitions, AP Voucher, Subcontract Claim, and Budget.

• Document numbering - Location based document numbering has been enhanced to better support backward compatibility with MDE if parent location numbering was used. Note this mechanism is redundant for clients not migrated from MDE since the numbering can already be specified globally as a setting. For MDE compatibility, a single global parent location can be specified by the new control parameter 'Global Numbering Location', and this defines the location that acts as the source for numbering. Note, the locations using this global numbering MUST NOT have a location entry in the corresponding Next Number setting, as this will take precedence over the global location.

Timesheets

• Daily Timesheet - The Work Centre on the Plant Issue popup was corrected to display the Job Work Centre description.

• Timesheet Approvals - The default list filter is updated to exclude inactive users on Timesheet Approval, Admin Timehsheet Entry, and Timesheet Administration.

Purchasing

• General - The company picker for the supplier context is now filtered to suppliers and subcontractors only on the Purchase Requisition, Purchase Order, AP Voucher, and AP Invoice screens.
  

• AP Voucher - The data extraction process has been amended to cater for negative value lines in AP Invoices received for line items like deposits. Previously only positive line values were permitted.

• AP Credit Voucher - The 'Invoice Value' and 'Vouchers Value' columns on the Invoice Lines tab now displays GST exclusive values to rectify an error of a displayed calculation.

• AP Credit Note - An issue where the Comment was not saving on AP credit notes is rectified.
  

Jobs

• Job Wizard - The Plant, Stock, and Non-Stock job type are no longer available through the Job Wizard to prevent users inadvertently creating incorrect jobs. Jobs of these specific type will be created from their respective contexts, for example Plant jobs will be auto created by the new Plant process.

• Job List - The default filters have been amended to restrict the list to Open jobs, although this criterion can be removed as required.

• Job Maintenance - The user can now edit Job Group lines; where previously lines could only be added and deleted.

Billing

• Job Sales Invoice -
  • Invoice lines - The control of the valid Jobs on a Job Invoice line can now be relaxed using the control parameter 'Job on Job Invoice Lines'. The valid values are 'Header and subjobs' or 'Any', and the default is 'Header and subjobs'. This provides MDE compatible behaviour where some clients process plant hires as manual invoice lines using the plant job. This is not a recommended process and plant should be issued explicitly or through timesheets.
    
  • Finalise - The auto batch process on Finalise now batches on the FinCo of the client and not of the job.

Month End

• Production Measures -
  
  • Forecast Final Cost From Measure - Previously when no measure had been made (Actual Qty is zero) then the Forecast Final Cost reflected the Budget Cost. This is amended to calculate as Budget Cost + Actual Cost. This affect is also included in the value of the Adjustment to Forecast.
    
  • Previous Forecast - A new column displays the Forecast Final Cost from the previous period.
  • Variance to Previous - A new column calculating Forecast Final Cost From Measure - Previous Forecast.

Daily Diary

• Timesheets - The Print Daysheet report on the Daily Diary Timesheet screen is amended to support the Timesheet Group filter. If an unfiltered view of the report is required, then this can be printed from the 'Print Daysheet' button of any other Daily Diary screen.
  

Subcontracts

• Work Order - An issue immediately attaching files to a newly created work order is rectified.
  

Plant

• Plant - An issue on saving new plant is rectified.
  

Exporting

• The Job Code populated on retention lines on contract and subcontract claims is now populated with the claim job rather than the retention job in MYOB exports.
• The Payroll Code on payroll batch exports is now repopulated on printing the Batch List or on exporting the batch.  This enables payroll configuration to be changed subsequent to timesheets being batched for payroll.

Reporting

• Report Types - Report type for predicate reports have been enhanced to define Required predicate conditions.

• Report Maintenance - The maintenance structure for reports now supports a Custom Title that will display as the printed report title rather than the standard title.

Administration

• Setup Wizard - The field 'Transfer Directory' is deprecated and has been removed from the Setup Wizard.

• Upgrades - The upgrade process has been redesigned as an incremental flow with v 4.3.1 as a the base version. So from now, any upgrades above v 4.3.1 will only execute the install difference to reduce the time. This logic is built into the upgrade process and requires no additional input from the administrator.

Reporting

New Report

• wbAPInvoice002 - A New AP Invoice (RCTI) format has been provided.

• wbJobSummary005 - A new Job Summary Revenue and Costs by Activity report has been provided.

• wbJobSummary006 - A new Job Summary Job Cost and Revenue by Work Centre report has been provided.

• wbContractClaim007 - Web AR Invoice and Claims certificate can be in one document

Report Revisions

• wbJob003 - Job Work Centres - Sort order now enforced as Job Code, Work Centre.

• AP Invoice - A new AP Invoice Footer Subreport has been provided.

• Contracts Budget vs Final Cost Report by Activity - Improved performance of report.

• wbTimesheet001, wbTimesheet002 - Timesheet Reports now correctly show Completed, Approved and Approval on Hold flags.

• wbAPInvoiceSchedule001 - AP Invoice Schedule - Added Supplier to AP Invoice Schedule report.
  

• wbTime003 - Changed the sort order of this report to be by date, Job and Activity.

• wbBatchPayroll002 - Payroll Code column on wbBatchPayroll002 increased in width.

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