16/01/2025

Service Manager Enhancements

An Action has been added to Add/Remove Project - this will enable/disable Projects on the Service Ticket, regardless of whether projects are enabled/disabled in the linked Class.

A Milestone field (Level 1 Description) has been added to the Projects grid view, hidden by default. The field is only populated if you filter Level 2, Level 3 and Level 2 & 3.

A Footer Summary has been added to the Hours column. Note: The summary is meaningful only if you filter on 1 level.

Project Summary - The Status filter has been changed to show the Type radio buttons after the Status checkboxes. The filter 'Assign to' has been renamed to 'SM Assigned to'.

Item Enhancements

The Unit Price in the Item Costing now displays 4 decimal places. Note: The Unit Price is a look up to the linked items Cost Price.

The R/U column has been renamed to Round (In Item Costings and in Estimates.). This field is no longer applied in the Item Costing, it is only applied when the Costing is added to an Estimate.

Costings - a Status (Costing) column has been added to display the Status of the linked Costing for Assemblies. The Status field has been renamed to Status (Item).

Enhancements

Inventory - Batch Items View - An Expiry Date column has been added - it displays the Expiry Date from the linked Transaction.

Transaction > Status - An option, RFQ (Web App) has been added to the Editing setting - used in the Browser desktop app only. When selected, you can edit specific fields in a transaction: Unit Price, Due Date, etc.

Estimating - Email Excel / Export Grid functionality has been added to the Estimating Costs grid view.

Fixes

Fixed: Service Manager Projects - The Milestone Start/End dates were cleared if the other levels did not have dates.

A Find Panel has been added to the Popup lookup used to populate Item Costings.

Items > Classes - The menu items to View/Edit SQL, checklists etc. have been removed from the list view.

Fixed: Items > When a Cost Price is derived from a Costing, the price was rounded to 2 decimals instead of 4.