The following modifications have been made in this build:
We have updated the Draft Allocation Classic page into V9 styling. All functionality remains the same.
In Admin > System Maintenance > Take-On Request Set-up, we now display the prompt data as well as Description on the page to make it easy for users to know what data is expected in the field.
In the Workflow Portfolio, the grid displayed staff member codes under the Partner (Ptr.), Manager (Mgr.) and In Charge (Chg.) columns. As these codes can be long and complex, they can make it difficult to quickly understand who oversees each job. We have replaced the codes with the names of the particular Partner, Manager, or In Charge so it is easier to see at a glance who is responsible for what in each job. We also changed the Assigned To column to show the staff member’s name, rather than their staff code in the Workflow Status Summary.
On the WIP summary panels of a job, we have added a column next to Budget Value called Budget Hours.
A field has now been added to Job Templates so that users can add Target Realization (US) or Recovery Rate (UK).
There’s a category called Task Class that is also used to determine Job Class. We are changing the name of this category to Job/Task Class.
Refactoring of My Shared Lists functionality has been carried out to improve the user flow.
The followed fixes have been applied to this build:
On the Contact Details dashlet, the contact's email address was not visible. This has now been resolved.
Reported by Albert Goodman (Ticket ID 38268)
When creating a non-WIP bill, the system was automatically setting the Billing Type as Final, which led to the job being marked as closed. We have rectified this so that the Billing Type is automatically set to Interim for non-WIP bills.
Reported by BMSS
When raising a Draft Bill for a Group Client, but that account has $0 WIP, the system automatically flags the WIP Type as Interim. This has been changed so that if you select a Group Client that includes WIP, you can select the WIP Type from a drop-down menu.
If using a mixture of days and months in the Job Billing Schedule template, the dates were not calculated correctly resulting in an error being displayed. This has now been resolved.
On the Group Billing Guides section of the Main Portfolio Summary, the Print From Date is set at 90 days before the current date. This does not allow enough time to take into account a useful data set. We have reverted the date back to 1 Jan 1980 to take into account for the need to include WIP from at least a year ago.
Reported by BMSS
When trying to allocate a debit against a credit an error sometimes occurs saying Divide by Zero Error. This has now been resolved.
When adding a service or job to a non-WIP bill, if there were over approximately 30 services, the Add button was not visible because there was no scroll bar. We have now added a scroll bar to fix this.
When drafting a bill from the Narrative tab, if you clicked Add a Line, an additional space was added to the beginning of the added line. This has now been fixed.
The option to Add Removed WIP from the Analysis screen of the Billing Wizard was not displaying the date of the WIP entry. This has been fixed and the date is now visible.
A permission had been inadvertently removed which controlled whether users had access to Staff Change History on the Staff tab. This has been restored.
If both the system setting and the staff setting was to allow Auto Post on Approval for timesheets, the timesheet settings was not being honoured. An SP change has been applied to rectify this.