08/11/2024

Enhancements

Supplier Age Analysis - An Entity pipeline has been added - SAA_BusEntity.

Transactions - A Default = Version option has been added to Transaction Statuses. This functionality can be used to set Versions on a Quotation to Lost - Version when one of the Versions on the Quotation is accepted.

Transactions - you are now only able to add Items to a Transaction if the price is in the Transaction currency.

Service Manager Enhancements

The colours on the Board (Status) view have been changed: The cards are now coloured to the Category colour and the sidebar colour indicates the period to the Reminder Date.

A Delete button has been added to the Responses dialogue - this effectively gives you a Cancel option after selecting an incorrect Response.

The Class has been added to the Category column in the Linked Responses gridview.

An option has been added to set the Status on a Ticket when it is copied to a new Class.

Project Summary - The Date Created filter has been changed to a Date End filter (Tasks End Date). A Moved (d) column has been added. You are now able to edit the Days/Workdays in the Project Summary.

Production Planning Enhancements

A PO Status column has been added to the Materials view, hidden by default.

An Outwork view has been added. (Similar to the Materials View)

An Outwork % column has been added to the Jobs view with a drilldown function to View Outwork Progress.

A Find Panel has been added to the Edit Job Tasks grid view.

Tracker (Production Planning Mode) Enhancements

• New Tasks and Planned Tasks are no longer displayed in the Stage Queues.

• Links have been added to open Attachments that are linked to an Active Job. (Blue Icon on right)

Fixes

Fixed: Transaction Payment Schedule - The Percent on the last item was in some cases calculated incorrectly.

Fixed: An error was returned when you tried to Export a Treeview which had a footer.

Fixed: An AV error was returned when you edited a Price List if multiple Price Lists existed.

Fixed: The Status colours in the Timekeeping module were not consistent across the list and edit view.

Fixed: When a Transaction was copied to another Transaction that did not use the Entity on the source Transaction, the Entity was not updated to the new Transaction's entity.

Fixed: Transactions Batch Updates - The Account lookups were not prefixed with the Account Category.

Fixed: When you scrolled Transactions, the CUR indicator on the Total column in the Items gridview was not updated.

Fixed: The Transaction lookup used in the Ledger's Update the Transaction Type function was not using a containing search.

Fixed: Production Planning - The General Setting > Set Task Qty from ... was not working correctly.

Fixed: Production Planning Materials View - all the PO Dates for a selected Transaction were showing the latest PO date linked to the Transaction.

Fixed: Production Planning - The functionality to set the next Task/Group to Ready has been updated to work better with Groups and Tasks. The option to set the next to ready based on an assembly has been removed.

Fixed: SM - Projects - The data pipeline to show Level 1 Tasks was adding items from other levels. (Depending on the Project filter)