Release 5.27

Written By John Greep

It has be a busy few days, trying to react quickly to the bugs introduced in the last release, while continuing to expand the features related to consolidation groups.

We’ve deployed primarily bug fixes in this release, with a few new features including helping with identifying materials used on time sheets, assigning job scopes to customer quotes, and allowing zero as a markup value.

What’s New

Add customer quote assignment to job scopes

  • In the job scope lists, the assigned quote is displayed.

  • Scopes can be selected and added to a customer quote as a bulk operation using “Add to Customer Quote.”

Add vendor purchase orders list to time sheet forms

  • Relevant vendor purchase orders are listed at the bottom of time sheets.

  • A P.O. relevant to the time sheet is:

    • Created by the employee

    • Assigned to the time sheet job

    • Has a packing slip or invoice date on the same date as the time sheet.

  • Listing the P.O.’s allows the employee to include relevant purchase information on their time sheet.

  • Job item lists also include the packing slip and invoice dates in the tooltip when hovering over the P.O. number.

Allow zero as a markup

  • Job items can have a markup value of 0. This allows you to give a 100% discount on an item without triggering an error.

  • This allows you to record an item as being offered at a discount while recording the cost of the item. It will more accurately reflect your profit margin in the reports compared to a discount on the invoice.

  • Items with discount more than 0% will show a warning at the top of item lists to make you aware, in case it was not intentional.

Removed pay rate access to employees

  • Until now, employees were able to see their own pay rate on their employee form.

Consolidation Group Templates

  • Templates for Consolidation Groups are listed under the Customers menu, in both the Customer Quotes and Customer Invoices tabs, in the Consolidation Group Templates sub-tab.

  • Functionality is included to add, edit, and delete templates.

  • Currently, the first template on the list will be used to create a consolidation group when a new invoice or quote is created. We will expand this functionality in future releases to allow more control of default templates.

  • As a reminder, Consolidation Groups allow you to divide similar items into groups on the quote or invoice.

Consolidation groups on customer quote and invoice forms

  • In the list of job scopes for customer quotes and invoices, the consolidation group is now listed next to the scope.

  • When assigning a scope to a quote or invoice, currently the consolidation group is automatically assigned, based on the invoice or quote default group.

  • If you only ever use one consolidation group per invoice, this should not be something to worry about.

Fixes and Improvements

Enforce access constraints in the Customer Lists for contractors

  • Contractors were able to see the customer list, but not able to open customer records.

  • Now, the customer list is restricted to customers they are assigned to.

Fixed error assigning the default invoice group to job items

  • The default invoice group was not properly being detected.

Fixed customer listing page to properly paginate

  • The list of customers were not consistently showing 20 entries per page.

Improve date parsing on job scopes “Add Estimated Scope Start Date”

  • Under some conditions, the date was not properly being loaded.

Improved display of employee name in time sheet lists

  • If the “Time Sheet Name” field on the employee record is blank, the name on time sheet lists is also blank.

  • We added a fallback to use the Surname, First name if the Time Sheet Name is blank.

  • Time Sheet Name field is intended for customer facing reports to protect sensitive information.

  • On the daily time sheet lists, we also tweaked the title to display the employee name better.

General refactoring and code cleanup

  • More code cleanup to improve quality and reliability.

  • Ironically, these changes seem to cause other bugs but, in reality, they tend to highlight existing bugs.

Fixed error opening WIPR bins

  • A code regression error caused the job related to the WIPR bin to not load.

Fixed errors showing Consolidation Group Templates

  • The system wasn’t properly identifying template consolidation groups.

Fixed error loading the vendor purchase order related to job materials and expenses

  • A regression error did not load the P.O. as expected.

Release 5.26B Bug Fixes

  • Fixed the incorrect age in the current jobs list. Copying an older job left the status date from the original job instead of resetting it.

  • Fixed the redirect on job actions list. This was a regression error from an earlier code refactor.

  • Fixed the display of the cost markup on the job item form to use the item markup instead of the catalog markup.

  • Fixed a bug with invalid character inputs on some currency fields.

Release 5.26A Bug Fixes

  • Fixed a bug causing a table to display improperly.

  • Fixed other bugs.

John Greep
Next

Release 5.26