20/12/2022


Enhancements

NCR Enhancements - See NCR

  • A Preventative Action section has been added.

  • A SHE Type has been added.

  • Sections can now be hidden/displayed using the Sections field in the Category setup or on the NCR.

  • Assign to can now be selected from Active Staff - a Progress audit is added when this field is updated.

  • Status change Actions have been moved to a Status button.

Timekeeping Enhancements - See Timekeeping

  • The touch-enabled Transaction and Planning Board modes have been deleted, in favour of using the Tracker executable. The Qty1-6 and the Prod Code fields have also been removed. The Prod Code field will be copied to the Reference field when upgrading. The Qty1 field will be copied to the Completed field when upgrading.

  • The Transaction No. Search has been moved next to the View button, similar to how it works in other modules.

  • A Tracking Type = Adjust Qty has been added.

  • The Transaction > Production > Timekeeping property has been moved to a Transaction setting: Timekeeping > Default: View/Edit in Timekeeping module (Default = No)

  • The default data filter has been changed to Today (Previously it was This Month.)

  • The functionality around the User Access setting has been updated.

  • An Updated Date field was added next to the Override User in the footer.

  • All the fields in the Edit window are now editable - previously, you were not able to select the Transaction in the Timekeeping edit form.

Planning Board Enhancements - See Planning Board

  • A Timekeeping View has been added. This view displays all the Timekeeping records for the WiP transactions in the Planning Board. You are also able to edit the Completed nd Spoiled quantities in this View.

  • NCR Qty and Status Note fields have been added to the Transactions View, hidden by default.

  • View/Edit Job - Batch Updates have been added to this form: Adjust Qty - Completed / Spoiled

  • Warnings for missing default settings have been added to the Stage edit window.

  • The Action > Assign to Workstations has been moved to a button: Assign to Workstations.

  • When a Service is updated on a Transaction, the corresponding Planning Board Stage/Status is no longer updated.

Tracker > Timekeeping > Planning Board Mode Enhancements

  • You are now able to track time against Tasks in Outwork Stages.

  • The NCR selection is now enabled by the setting Roles > Tracker > Timekeeping: Enable NCR. If an NCR has not yet been created, you can select the NCR Pending option and update it later in the Timekeeping module.

Estimate Enhancements

  • Items, where Type = Other, can no longer be added to an Estimate.

  • When a Material is added to an Estimate, the Supplier is added to the Estimate if the Item's Cost is linked to a Supplier or there is only 1x Supplier linked to the Item.

Fixes

The drag-and-drop functionality was not working on the Organigram treeview.

Fixed: The Comp Qty / Spoil Qty on the PB > Transaction View was not calculated correctly.

Tech Note: The field SOSTAGES.DESCRIPTION has been deleted - it is automatically created, based on a setting, when the Planning Board tasks are selected.

Tech Note: Stage Setup - the STAGES.VALIDATEID field has been removed in favour of displaying warnings.