Release 5.00

SUMMARY

In this release, we’ve added a few significant features designed to improve your workflow. The hold feature was added a long time ago to help manage and track items within large lists. This next step allows you to filter your lists by the hold color, giving you a much more focused approach to managing everything.

Vendor Purchases are sometimes paid by personal funds. These payments can now be recorded on the PO and tracked for reimbursement to the employee.

A number of bug fixes were implemented, as listed below. We’ve made a separate posting about other minor fixes for Release 4.99 in a separate posting here.  If you have any questions, please reach out to us.

NEW FEATURES

Hold Filters

• Hold Filters have been added to several lists.

  • Job Item Lists

  • Job Scope Lists

  • Catalog Lists

  • Purchase Order Lists

  • Purchase Order Item Lists

  • Time Sheet Lists

• You are now able to filter these lists based on the hold color.

Payment and Reimbursement Tracking on Vendor Purchase Orders

• You can track payment status on Purchase Orders by recording:

  • Payment Type

  • Payment Date

• You can track employee reimbursements for Purchase Orders

  • Employee Name for reimbursement

  • Reimbursement amount

  • Date the employee reimbursement was paid

• Click on the “Payment Information” label to open up the form for data entry.

• List outstanding reimbursements

  • The Reimbursements sub-tab in the Vendors, Vendor Purchase Orders menu lists pending reimbursements.

  • A pending reimbursement shows when the P.O. has a reimbursement employee selected and does not have a reimbursement date entered.

Added a Link to Administer UPI Options

• A link to the UPI (Uncategorized Preset Items) admin page was added on the Vendor Purchase Order edit form, where the UPI options are shown.

BUG FIXES

Fixed Selection of Items by Vendor

• In lists where there is an option to select rows by vendor, the selection wasn’t working. The vendor list was also reduced to include only the vendors present in the list of items.

Vending Admin Form

• The vending authorized items list received more significant development and refactoring. This is more of a progress update, since the vending module is not quite ready for production.

Fixed Job Description Length on New Job From New Time Sheet

• Adding a new job when creating a new time sheet uses the time sheet description as a job description.

• Descriptions longer than 128 characters are truncated because the validation fails when attempting to save the new job.

• If a customer purchase order number is supplied on the time sheet, a new customer P.O/Invoice is created after the job is saved.

• If a cost center is supplied on the time sheet, it is applied to the job as the default cost center.

Fixed Sort Error on Job Item Lists

• Sorting by Markup on Job Item lists was failing.
  

Show the Packing Slip Date on the Vendor Purchase Order List When Packing Slip Number is Empty

• The Purchase Order list leaves the packing slip date empty when there is no packing slip number.

• When bulk changes are saved, the date is clobbered.

• The date is now shown even when there is no PS number entered.

Fixed Error Adding Scope Templates

• When adding a scope template from the template list, the system was expecting data that isn’t needed.

Removed the "In Use" Column From the Job Scope Templates List

• The In Use column isn’t applicable to templates.