Release: 4th December 2020
- 21 May 2021
- 3 Minutes to read
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Release: 4th December 2020
- Updated on 21 May 2021
- 3 Minutes to read
-
Print
-
PDF
Sell Value Rounding
- A new rounding feature is available for rounding the sell values on Jobs.
- A new setting exists against System, Customer and Site to set defaults for rounding sell figures – Site & Customer can be set to inherit the setting.
- A rounding option allows to set a default for ‘No Rounding’, ‘Round Up’, ‘Round Down’ or ‘Round to Nearest’.
- A rounding duration is used to set the default duration to round to.


- Automatically rounded Job lines will have a ‘?’ to advise the cost duration vs. what is has been rounded to.

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An individual line can be viewed, the cost and sell durations are displayed (along with the rounding set for this line).
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The rounding can be changed for an individual cost line by selecting the ‘Edit’ option.


- Any invoice generated will display the Sell Value as per the rounded duration.
Job Import via CSV
- A new job import function has been added, which is available from the All Jobs screen.
- A template can be downloaded and filled in with all relevant fields available as per logging a new job in Joblogic.
- Once filled in the user can upload the template file back to Joblogic to create the jobs.
- The import is limited to 100 jobs per import.


All Purchase Orders – Display Ex/Inc VAT
- New fields have been added to display the Purchase Order value excluding VAT and any Supplier Invoice value excluding VAT.
- Existing Value/Invoice Value fields have been updated to show that these are inclusive of VAT.
- The new fields can be hidden/displayed as required.
- They are also available as part of the Export.

Modify Delivery Address on Purchase Orders
- It is now possible to modify the delivery address of Purchase Orders.
- The order Delivery Status must either be “Not Delivered” or “Not Applicable”.
- A new edit icon appears next to the Delivery Address when editable.


Improvements, Modifications & Bug Fixes
Bug Fixes
- We have resolved an issue where using the Share option of Quote to view in Portal would result in an Error page.
- We have fixed Print issue with Customer Grouped Invoice for material lines.
- We have fixed an issue with sorting by address for Sites.
- An issue has been fixed for sorting on Assets.
- We have issued a fix for the download function not working on Job and Quote in Portal.
- There has been a fix for list/grid button on asset detail showing incorrectly. There is also a visual fix for main thumbnail icon on parts/equipment.
- We have resolved an issue with site & visit pop-up not opening when hovering/clicking in planner.
- We have fixed an issue with the quick search not returning results.
- We have made prices in Stock module consistent with other parts of the system (currency formatted and 2 d.p).
- We have updated status to Sent when sending email in purchase order stock.
- We have ensured credits are now deducted on contract value for PPM contract.
- We have fixed an issue where pagesize value was lost when changing tab or refresh on Quotes/POs.
- Visits will now show the abandoned travel reason under the visit item if travel was abandoned.
- We have resolved an issue with PPM contract attachment downloads in the Portal.
- An issue has been resolved when clicking Asset Description on Site Assets.
- We have fixed an issue with uploading multiple files in customer portal for Quote Details.
Improvements/Modifications
- We have added Open Office file (odg) as available file to upload.
- We have added confirmation checkbox for ‘Pass to Accounts’ process for invoices.
- We have added warning confirmation when deleting items with links entities (e.g. Site with Jobs, Visits, etc.).
- Configuration options for Customers & Sites have been relocated into a new ‘Configuration’ section – Including Rounding, Defaults, Tax Rates, Document Templates.
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