Release 5.02A

Summary

This interim release of 5.02A and 5.02B contains mostly bug fixes with a few new features. Employee management has been improved with the ability to manage inactive employees that are assigned to jobs. As well, there are new permissions that help resolve some outstanding issues as described below. The ability to export customers and vendors as .CSV files has also been added.

One significant fix addresses a problem adding a job to an existing customer, while also adding a job site and contact.

New Features

New Functionality for Inactive Employees (5.02A)

• Add “Is Active” flag to Contacts

  • Allow flagging a contact as active or inactive, and show when viewing.

• Allow “Set Jobs Complete” When Setting Employee Inactive

  • When an employee is marked as inactive, an option was added for all assigned jobs to be marked as having time sheets completed for that employee.

• Allow Inactive Employees Assigned to a Job to be Unassigned or Marked Complete

  • When an employee is marked as inactive, they were unable to be removed from the job or marked as having completed all time sheets because they were hidden from view on the job and customer when they became inactive.
    

New CSV Exports (5.02B)

• You can now export Customer and Vendor lists as CSV files that can be opened in a spreadsheet.
  

User Role Changes

• Added a T-JACS Executive User Role

  • An executive role is a more administrative permission that allows giving the office role.

  • The office role was allowing the user to elevating their own permission to bypass confidentiality restrictions.

  • Executive Roles are now:

    • Executive

    • HR Admin

    • Reconcile Inventory Admin

  • The Reconcile Inventory Admin user role was added to allow a user to place materials in any inventory location, regardless of ownership.

  • The Executive roles can only be applied by someone in the executive role, so office can’t give elevated permissions to themselves.

  • HR Admin cannot also give themselves the Executive or Reconcile Inventory Admin Role, but they can set all other roles.

Fixes

Fixed Adding a New Catalog Record Not Using The Default Markup (5.02A)

• When adding a new catalog record, the default markup was not applied as expected, but left as 0%.
  

Fixed Copy PO Line Item to Job Takes Wrong Job Scope (5.02A)

• The default scope id from the current assigned job was used on the new job material record if the new job didn't have a scope.
  

Refactor Customer By Employee List (5.02B)

• Code updates were made to the Customer By Employee List
  

Fixed Error Adding a Job to a Customer (5.02B)

• When adding a job to a customer, while also adding a job site and contact, the role name was not applied correctly.

• The contact could not be edited as expected to change the user access.