23/09/2024

Breaking Changes

You can no longer link Attachments directly to a Timekeeping record - Start/Stop Signatures are linked to Timekeeping records in the mobile App, however (this functionality was introduced in May 2023 and was probably never used).

Enhancements

Item Summary - the Search functionality has been restored to the Item Summary module and it can also be added to the Menu.

Inventory - Stock Check View - A Sort by option has been added to the Data Filter - Options include: Description, Code, Subcategory and Var Qty.

Estimating - An Item Type column has been added to the Input grid, hidden by default. This is a lookup to the Type field on the linked Item.

Transactions / Service Manager - The Customer Region has been added to the List View, hidden by default.

A General Setting > Accounting > Account used for Hourly Billing (Sales) has been added. This setting is applied when you add Timekeeping to a transaction.

A Deposit text field has been added to the Transaction pipeline - DEPOSIT_TEXT. If the deposit is blank or zero, the line is blank. Format: Deposit (20%)      12,000. It's designed to be a consistent length with enough space in front of the amount to accommodate 9,999,999.00. The amount uses a comma as a thousand separator.

Timekeeping Enhancements

Sign (Start) and Sign (Stop) columns have been added to the Timekeeping list view. These fields indicate whether a signature was obtained in the Mobile App when Starting/Stopping timekeeping. 

A function Menu (button) > Show Signatures has been added to the Edit View. When checked, the Signatures will be displayed in the Edit Form. (Signatures are added as attachments and need to be downloaded in order to be displayed)

A data pipeline, Trans_Signatures, has been added to transactions to Output timekeeping signatures. (Signatures obtained in the Mobile App)

Production Planning Enhancements

The module has been renamed from Planning Board to Production Planning.

You are now able to plan in two levels - Groups and Tasks - using a General Setting (See below). 

A setting has been added to Show/Hide new Tasks on the Board View - The New Tasks are always visible in the Kanban View, from where they can be moved to Waiting or Ready Status. (See General Setting below)

Jobs are now explicitly added/removed to the Planning Board using the following Actions (On the Board or in the Transaction > Menu (button) > View/Edit Production Planning):

• Add/Update Planning

• Remove from Planning

A Dashboard View has been added and currently displays a production loading Summary.

A Gantt View has been added to visually display the progress for a Job or a Stage.

Job View - A Material progress indicator has been added. It indicates the number of required materials that have been Issued/Purchased based on the Item Status. (Complete = Resolved). A Transaction Status filter has been added so you are now able to view Complete Transactions. The Show filter has been updated to show Planned/unplanned Jobs - Jobs that have been added to Planning. Batch Update has been added for the Transaction Status.

Board View - The Board view has been updated with a card view that is more informative and includes information about the: Schedule, Duration and Progress. A Group field has been added to Stages. You can now filter the Board View by Groups using the Stages filter. You can toggle the Board View between Groups and Tasks if the dual level model are used. A Team field has been added to Stages. The Estimated Hours on the Board view now displays the total Work Hours / Team Size. The Team size is displayed in the Stage caption if it is greater than 1. A Note can be added to a Task on the Board View. The Notes can also be Viewed/Edited in the Task View. The Task Descriptions have been made fully customisable and are generated by custom SQL. A function to Set to Ready has been added.

Setting up - Batch Update functionality has been added to the Stages list view to enable quick setting up. See Menu (Button) > Settings > Edit Stages.

Following are the steps to re-configure and update the new Production Planning module:

Remove Jobs from Planning using the Action in the Job View

Update Settings

• General Setting > Production Planning > Default - Hide New Tasks on the Board View 

• General Setting > Production Planning > Enable Groups and Tasks

Update Stages

• Update to Default Statuses

• Update the Group and Task SQL that generates the Description - the SQL Template 

Add Jobs to Production Planning

Use the Action in the Job View: Multi-select the Jobs to add to planning and click Actions > Add/Update Planning. This Action will also link existing Timekeeping records to the new Planning Tasks.

Tracker Enhancements

The Tracker > Timekeeping app has been updated to support the new Tasks and Groups planning model. First you select a Group and then you 'Select a Task' from the Group.

Service Manager Enhancements

The Total (exc) was added to the Transactions grid, hidden by default. The Transaction Grid is now also saved when you Save Grid.

Drag-and-drop functionality has been enabled on Projects, used to move items up and down within the same parent.

The Gantt Diagram now shows the Project items in the Status colour.

Billing has been added to the Project and Project Template Batch Updates.

The following User Settings > Service Manager have been added/Updated: 

• Projects - Access Allowed

• Components > Access Allowed

Both of the above settings contain the following options:

• None

• View Only - Default

• Full Access (Pending only) - You are only allowed to edit Components/Projects if the SM is in a Pending Status.

• Full Access

If a user does not have access to Projects or Components, they are not added to the standard Email which you can send from the Service Manager.

Fixes

Fixed: Estimating - If you dragged the first Root item into a lower assembly, the quantities of the descendants of the root item would not calculate correctly.

Fixed: The Rep and Assign to fields displayed blank in the Transaction module if the selected Staff member was no longer Active.

Fixed: If you viewed a Customer Statement in the CAA, viewed a Supplier Statement in the SAA and then again viewed a Customer Statement without refreshing the CAA, the transactions from the Supplier were displayed. (And vice versa).

NCR - The Department name is now used in the Department lookup (Previously Code was used). The Containment Note was changed from a varchar to a Blob field (unlimited size).

Fixes: Service Manager 

• The Batch Update lookup on Project Templates did not change for Days/Workdays.

• The functionality to update an SM when a Transaction Status was changed, did not respect the Class that the SM was linked to.

• If you viewed the Gantt Diagram and closed the Edit form, an AV error was returned when you tried to open it again.

• When you added an Asset that used Meter Data other than Cycle, you were unable to add the Meter data on the SM.

• Batch Update on Projects - Filters was named Groups (Renamed to Filters).

• If you added a new Component after a Progress Invoice has been created, you could not make another progress invoice unless the percentage on one of the older components was updated.

• The Action to 'Create Quotation from Project' was displayed even when the SM Class did not use Projects.

• When you copied an SM that used Components, the Components were not copied.

• If you applied a Batch Update when the Save button was enabled, only the last selected item was updated.

• An AV Error was returned when you clicked the Refresh button in the Gantt view.