What's Changed in Build 9.7.7503.14949

Modifications

11450 - Job Workflow Status Summary

There was no default action on the Job Workflow Status Summary portfolio. The default action was set to View Job Details.

11445 - Draft Credit Note - Totals

The Green/ Red totals on the Draft Credit Note wizard displayed To Bill. These have been changed to display To Credit.

11444 - Draft Bill/ Draft Credit Note – Build By options

The Build By options within a credit note and a Draft Bill displayed Build Fee by. This has been changed to display Build By.

11405 - Add an additional Transaction Code for DD Processing

An additional transaction code of 18 has been added to represent Re-Presented. (Reported on behalf of Crowthers)

11441 - Default Staff Location

The default staff location was added back to the Timesheets page in Staff Details. The auto
detect option was not working in Citrix environments.

Fixes

11659 - RowVer is missing when adding jurisdictions

An error was being displayed indicating that RowVer is required when saving jurisdictions after adding a new jurisdiction on a job.

11597 - Recalculate spelt incorrectly on Job Billing Allocation Type

Recalculate was spelt incorrectly on the Allocation Type within the Job Billing panel.

11487 - Macro Schedule

Scheduling a macro produced an error message and the macro did not get created. (Reported on behalf of Crowthers)

11460 - Timesheets – Others not showing correct Unit amount

The Others tab was incorrectly displaying the units amount within the weekly view. This only affected systems set up to use Units rather than decimal time. (Reported on behalf of Dragon Argent)

11453 - Prospect attributes not copying to the client when ‘Won’

Attributes completed on a prospect were not copying across to the client attributes once the Prospect had been marked as Won. (Reported on behalf of Capin Crouse - 29625)

11452 - Prospects – Job name and dates not populating on Opportunity

Selecting a job template within an opportunity was not populating the job name and dates. (Reported on behalf of Capin Crouse - 29625).

11447 - Inconsistency in naming of Staff level/ Staff grade

The Staff Details page displayed Staff Level but all other references in the system are to Staff Grade. The Staff Details page has been changed to reflect this.

11446 - Deleting a job template

Deleting a job template was producing an error.

11442 - Default Credit Memo Layout

If there are no unlinked credit layouts defined in the system then the existing linked credit layouts will be copied and used.

11420 - Creating a Job Billing Schedule that uses date triggers

When a job billing schedule was created using date triggers, the date triggers were not being saved. (Reported on behalf of Crowthers)

11419 - Client DD mandate not saving Sort Code

The DD Mandate was not saving the Sort Code if a – was used.

11417 - Can’t bill WIP on an Internal Job

It was not possible to create a zero bill for an internal job resulting in not being able to Close the internal job. It is now possible to zero bill an internal job.

11389 - Data and Filtered Data exports not working on grids

The Data and Filtered Data exports were not working on some grid screens caused when grids with totals had fields returning NULL.