Moveware Version 5.6.2 Release Notes
Moveware Release Notes
Version 5.6.2
Upgrade Rollout: April/May 2012
Release Notes Generated: 29/04/11 ‑ 21/02/12
Admin
210170 Seasonal Rates
Description of Functionality: Ability to set creditor product rates to use the estimated move date. Company must have the Est Move Date Set as a Date Field (Not Free Type)
This relies on:
The creditor product to be setup with ‘use est date’ Y then use est move date, or date entered by user on the JTC
If creditor product not setup with ‘use est date’ N'(default), then use today’s date
Areas of Moveware/Companies Affected: Costing/Rates Management –Company Specific – Anglo
211846 Sales Follow-up – Automatic Update
Description of Functionality: Reset the Follow-up Dates only on certain removal types if a new Cost Option is generated on P Status as follows. P status:
EXC – + 2 days from cost creation date
EXB – + 2 days from cost creation date
EXR – + 5 days from cost creation date
Areas of Moveware/Companies Affected: Removal Management/Sales Follow-up – Company Specific- PSS
212058 How to find Creditor Invoices on Hold from Payment
Description of Functionality: The creditor transaction report now has a new filter ‘show held transactions only’, which when ticked will display all held transactions for the creditor
Areas of Moveware/Companies Affected: Creditors/Reports – General Release – All Clients
219018 Security Groups – Analysis 9
Description of Functionality: Reports Analysis Tab Moved under security Group 9. It had previously been linked to various other security groups.
Areas of Moveware/Companies Affected: Security- General Release – All Clients
212951 Costing – Customer Record Error (91)
Description of Functionality: Added on costing screen, when user manually update status to W and no debtor set on the cost option, an error should popup to say ‘cannot update status to W, a debtor must be set first’. Currently user will encounter a ‘no customer record is available’ error
Areas of Moveware/Companies Affected: Removals Management – General Release – All Clients
213291 Default Filter by Rep on Search Tab
Description of Functionality: Default the Salesrep filter on the removals search screen to the user, if the user is set as a Relocation Consultant or Immigration Consultant.
Areas of Moveware/Companies Affected: Removals Management Search Screen- Company Specific – Packimpex
213725 Data Import Customer Contacts Import
Description of Functionality: In the Data Import Screen, Added new import type ‘Contacts’, which can be used for customer/creditor/agent contacts import. Format of CSV field for Contact Data Import are as follows:
Title
First Name
Last Name
Type
Customer code
Creditor code
Agent code
Position
Status
Work Phone
Mobile
Fax
Mail
DOB
Email
Interests
Comments
Address1
Address2
Country Code
Suburb
State
Postcode
Country
Description of Use: Admin>Utilities>Data Import
On the data import menu, select ‘contacts’, type field can be ‘customer’, ‘creditor’ or ‘agent’.
Areas of Moveware/Companies Affected: Data Import – General Release – All Clients
214681 Import/Export Tab Oddity on Removal Lookup Screen (F12)
Description of Functionality: Removal Plan Lookup (F12), the tabs should now operate the same as in the main removals management window. Previously the Import/Export Tabs were not enabled correctly.
Areas of Moveware/Companies Affected: Removal Plan Look up – General Release – All Clients
215034 Creditors: Several Approvers Insert automatically approval date
Description of Functionality: For Unapproved Purchases users with Security A and C are able to post unapproved purchases, automatically setting approval date to today
Only applies to users with security groups C and A.
Areas of Moveware/Companies Affected: Creditors/ Purchase Approvals –Company Specific- Packimpex
215736 Validation on description field in receipting
Description of Functionality: Ensure no receipt journals disappear from the screen due to user’s entering in just ‘?’ in certain fields. ‘?’ is treated as a special character (null value) in the programming language Moveware is developed from.
Description of Use:
On Removal screen, make sure order and file are not entered as “?”
On Invoice screen, make sure order and file are not entered as “?”
On Receipting screen, make sure description is not entered as ”?”
Areas of Moveware/Companies Affected: Financials – General Release – All Clients
215860 Searching within Cost Option
Description of Functionality: In the Event Log Screen we have added ability to search anywhere with the Event Description field using a * prefix. Previously we searched for event’s that begun with the value entered in the Description field.
Areas of Moveware/Companies Affected: Event Log – General Release – All Clients
216122 Script to Make Database wide changes
Description of Functionality: Added a procedure ‘c:\removals\procedures\p-database-change.p’ which can be run to allow the user to enter the hostname/ip address of an old server and a new server, whereby automating the process of updating server name related parameters / references after moving Moveware database from the old server to the new server.
Description of Use: When p-database-change.p is called, it will:
Prompt user for old & new server names (old server name will default to current sys-hostname).
The script will prompt the user to confirm whether the server names entered are correct.
If both the old & new server names are not blank, then upon user confirming the server names, the script will replace any instances of the old server name with the new server name in the fields below:
Printer Parameters (sys-report).
Report Single User (sys-reportsingle).
Host name (sys-hostname).
Employees PDF Paths (pay-pdfpath).
word template filenames (rbname-filename).
diary action filenames (dd-filename).
Areas of Moveware/Companies Affected: Database Change / Admin – General Release – All Clients
216854 Password Security Changes
Description of Functionality: Amendments to Employee Password Security
Description of Use: On login, if the user password has expired, the change password box will pop up, previously the user can use the ESC key to exit the screen without changing password and still log into moveware, this has now been corrected. Addressed a problem where the password field is only 10 characters long so users entering passwords greater than 10 characters will not realize that their password was truncated so were unable to log into the system.
Added additional checks from the employee moveware user tab, that checks the password put in by the admin, if the new password has the required length, if it already appears in the history (password aging) etc. These features can be enabled in the System Parameters > Security Tab if required.
Areas of Moveware/Companies Affected: Admin/ Password Security – General Release – Companies using Password Security enabled.
216942 Debtor Import amended to cater for CRM Import
Description of Functionality: In Data Import > Debtor import – Two extra columns added “corp field” and “status field”
Corp field should be either Y / N, default value is N if left blank.
Status can be either ‘prospect’, ‘suspect’ or ‘active’. Default is ‘Active’ if left blank
Areas of Moveware/Companies Affected: Data Import/ Debtor Import – General Release – Not Elliot
217684 Job Type Creator – Change Defaults – Port & Dest Code
Description of Functionality: Set Removals Port fields to certain values depending on Service set, ensure port always update from destination code
Areas of Moveware/Companies Affected: Removals – Company Specific- Abel
217804 New Field In Fleet Management/Inventory Management – Vehicles
Description of Functionality: Label Change in Fleet Management- Fleet Details Pop up screen. Rename ‘Prev Serial Number’ label to ‘Transport License Number’
Areas of Moveware/Companies Affected: Inventory Management>Fleet Management –Company Specific – Grospiron
218534 Paragraph Lookup Change
Description of Functionality: Changed Paragraphs search filters for Description and Comments fields so they will match text anywhere within the field rather than doing a begins with search
Areas of Moveware/Companies Affected: Administration > Moveware Setup > Paragraphs General Release- All Clients
218536 Email Merge field for Allowance Field
Description of Functionality:Added new Email Merge field ‘<Allowance>’
Areas of Moveware/Companies Affected: Report Configuration> Email Merge Field – Company Specific Packimpex field in the Removal > Details tab which the new mail merge is pointing to.
Financials
211654 Costing –Update the branch/cost centers on cost options
Description of Functionality: Added system parameter ‘Update Branch/CC on Costs when changed on Job’ to control the updating of the cost option header’s branch and cost center upon change of the respective fields in the job/removal details screen.
Description of Use: System Parameter in Job/Removal Setup tab:
Administration -> System Setup -> System Parameters>Setup Tab – field called ‘Update Branch / CC on Costs when changed on Job.
Set to ‘Y’ to automatically set the cost center and branch on the cost option without prompt when they change on the job details page.
Set to ‘N’ to prompt for user to change the cost option branch/cc when job details change (how it is currently working).
Set to ‘B’ to automatically set the branch on the cost option when the job details branch changes, prompt with warning when cost centre changes.
Set to ‘C’ to automatically set the branch on the cost option when the job details Cost Centre changes, prompt with warning when the branch changes.
When user manually set cost option to W, the branch/cc is updated automatically to that of the removal if the system parameter is set.
Areas of Moveware/Companies Affected: Job/Removals/ General Release- All Clients
214642 Invoice One Field.
Description of Functionality: ‘One’ Field in the invoice screen has been expanded from 80 to 160 characters
Areas of Moveware/Companies Affected: Debtors invoicing- General Release- All Clients
Financials, Removals
215978 Purchase Order Created through Purchase Order Menu
Description of Functionality: When creating a Purchase Order (not Purchase Invoice), the charge line values are created from the costing’s estimated values rather than the actuals (as done in Purchase Invoices).
Areas of Moveware/Companies Affected: Creditor Purchase Orders- General Release – All Clients
Financials, Reports
216763 New Field ‘Financial Date’
Description of Functionality: Added new field ‘Financial Date’ to the Removal > Detail tab, also make this field available for filtering on removal related reports
Areas of Moveware/Companies Affected: Removals Details – Company Specific – KHZ
Financials, Storage
214639 Companies using new Tax Matrix –Flexibility of setting default TAX Code values on Storage Invoices
Description of Functionality: ‘Country Stored’ field added to Storage Management > Details tab for companies running the new tax matrix. The country will default to that of the branch against the storage account and users will be prompted to update the country if the branch is changed to a branch in a different country or if a location is added to the storage account that is in a different country. This then updates the tax code for the changes on the invoice based on the tax matrix.
Areas of Moveware/Companies Affected: Storage Management > Details tab – General Release- All Clients
Removals
216715 Removal Issue – New Removals updating existing removal plan details
Description of Functionality: Corrected issue when adding a new removal and saving with validation errors, moving to another tab and back will overwrite the new removal with details of the first existing removal.
Areas of Moveware/Companies Affected: Removals ( existing plans)– General Release- All Clients
Reports
215802 Costing Sheet – Branch/Cost Center Security
Description of Functionality: Added branch/cc security for costing sheet report for the cost option level
Areas of Moveware/Companies Affected:
Reports – General Release – All Clients
Diary
208586 Creditor Purchases Approval Reminder – Increased Functionality
Description of Functionality: In Creditor Purchases, when changing the ‘Approved’ field, a reminder message will appear for the ‘approved’ user to remind them to approve the purchase.
Description of Use: Added an additional system parameter on the Creditors Tab: Send Reminder with Purchase Approval.
When set to N, this feature will be ignored.
When set to Y, the reminder will be sent instantly
When set to a number, the reminder will be sent in that many hours.
Areas of Moveware/Companies Affected: Creditor Purchases – General Release- Clients using approver security
212376 Daily Diary – Filter by Start times
Description of Functionality: Companies using the big Daily Diary screen (user’s with screen resolution set to greater than 1024 X 768) can now filter on the Start Time (Column Time) on the big diary
Areas of Moveware/Companies Affected: Daily Diary – General Release – All Clients
212632 Diary Planner – Hours Field Size
Description of Functionality:Daily diary, the Hours column is now extended to from 4 to 5 characters. e.g. 10.5 to 10.50
Areas of Moveware/Companies Affected: Daily Diary – General Release -All Clients
214100 Incorrect Diary Action in Daily Diary
Description of Functionality: Daily Diary – Labor or vehicle assigned to a diary action will be logged in the Event Log. Event description example: ’Assigned [Labor/Vehicle] [Labor/Vehicle Description] to diary action [diary action name] on [date modified].
Areas of Moveware/Companies Affected: Daily Diary/Event Log – General Release- All Clients
214663 Show Day on Daily Diary date headings
Description of Functionality: Operational Daily Diary – if user filters screen over multiple dates, the heading now includes weekday as well as date.
Areas of Moveware/Companies Affected: Operational Daily Diary – General Release- All Clients
214875 Jobs – Diary – Action Date – Color coding to show diary action is overdue
Description of Functionality: On Job > Diary and Sales > Customer service, if diary is overdue and uncompleted, show date in red
Areas of Moveware/Companies Affected: Removals Management>Diary –Company Specific – Harrow Green
215915 Sales Diary – Calendar
Description of Functionality: On screens containing the Calendar, users are now be able to double click in the calendar pop-up to select date to fill in fields (This replaces having to click a date and then click OK). In Sales -> Appointment diary, in the weekly view, users can click on a date and the view on the left will then automatically update with the date change without having to click on the refresh button.
Areas of Moveware/Companies Affected: Screens that contain the Calendar widget- General Release – All Clients
215918 Populate Diary not checked when choosing DOM jobtype in jobselector .
Description of Functionality:Previously when Removal Job Type Creator is used in Moveware the Diary Actions was ticked by default. Change made to un-tick the diary actions box by default
Areas of Moveware/Companies Affected: Removal Job Type Creator- Company Specific – KHZ
215969 Complete All – Operational Diary
Description of Functionality: In the Daily/Operational Diary screen, users can now complete all diary actions at once if required
Description of Use: When clicking the ‘complete’ button in the diary screen – user will have option to complete the selected diary action or all diary actions that are filtered on the screen.
Areas of Moveware/Companies Affected: Operational Diary – General Release – All Clients
216230 Shortcut button back to ‘today’ in sales appointment diary
Description of Functionality: Added a ‘Today’ button in Sales Appointment Diary screen to quickly filter back to today’s date
Areas of Moveware/Companies Affected: Operational Diary – General Release – All Clients
216778 Labour Required field in Removal Diary
Description of Functionality: Users can not edit the Labour Required field in the removal job diary screen unless they are Move Manager or System Admin .
Areas of Moveware/Companies Affected: Removal Diary – Company Specific – Packimpex
217890 Ability to Edit Operational Diary on days that are closed without unlocking/re-locking diary date
Description of Functionality: A new System Parameter has been added:
‘Ops Managers can Change Diaries on Locked Days’ on the ‘Other’ tab in the ‘Diary’ Section.
Setting this to Y will allow Ops Managers (Security Group 5) to change diary actions that fall on locked dates. If this is set to N, or the user is not an Ops Manager, then the diary actions will not be alterable unless day is unlocked again.
Description of Use:
Turn the system parameter to Y
Ensure user has security group 5
Locked days will now be assignable, without having to unlock the day and then relock it.
Areas of Moveware/Companies Affected: All areas that use this feature (mainly diary screen, removal screen, waybills and rate requests)- General Release – All Clients
218582 Jobs – Diary – Hours lookup
Description of Functionality: Hours Select List dropdown now include values up to 20.0 as compared to 12.0. Only available on company sites which use Diary Costing module.
Areas of Moveware/Companies Affected: All areas that use this feature (mainly diary screen, removal screen, waybills and rate requests)- General Release – All Clients that use Diary Costing
Destination Service Provider (DSP)
212262 Hide Destination Service Provider tab on Removal Job
Description of Functionality: Disable DSP tab on removal jobs
Areas of Moveware/Companies Affected: Removals – Company Specific – Packimpex
213077 Agent Lookup on Destination Services Jobs
Description of Functionality: For DS jobs only, in DSP tab, when adding house, agent lookup should use the branch region code in the filtering and not the removal destination code
Areas of Moveware/Companies Affected: Removals – Company Specific – Packimpex
217427 Destination Services Provider – Estimated Time on Files
Description of Functionality: On the removal detail page, show the sum of estimated time of each cost option
Areas of Moveware/Companies Affected: Removals – Company Specific – Packimpex
Email & SMS
211971 Better visual indicator if NES Declaration has been rejected
Description of Functionality: Added extra colouring on the outlook inbox and the waybill diary to highlight rejected messages. The rejected messages are now set to red.
Areas of Moveware/Companies Affected: Outlook Import – General Release – All Clients
212310 Default CC emails when replying to emails
Description of Functionality: Previously needed to search through the whole email and view all the email addresses listed in the email
When replying to an email in the diary screen, the cc search is limited to the first 500 characters so as to get the relevant message, and not cc email addresses that have occurred in the message’s history.
Areas of Moveware/Companies Affected: Removal and Waybill Diary – General Release – All Clients
212415 Ability to Adjust Font-type and Size for emails sent from Moveware
Description of Functionality: A new system parameter has been added to the System Parameter > General Tab ‘Email Font, Email Size’, which sets the font style for all emails set via HTML.
Description of Use: In the system parameter, enter font and size in the form <Font>,<Size> into this field to set the email. Entering ‘N’ will use the default font. Entering an invalid font or size will default to the default on the end-user’s screen. In most cases default is Arial, 12pt.
Areas of Moveware/Companies Affected: Email System- General Release – All Clients
215799 Email Spell Check – Reminder
Description of Functionality: If the spell checker is run, a popup message appears to remind users to check for the spell check window. Added as there were reported instances where the spell check window would appear underneath the moveware program. So Users unaware of occurrence would feel Moveware is ‘freezing’.
Areas of Moveware/Companies Affected:
Email/ Spell Check pop up – General Release- All Clients
216950 Automated Emails Send to CC address if entered
Description of Functionality: When using the CC functionality in report setup (for emails) the automated reports will now also send an email to any address entered in the CC field.
Areas of Moveware/Companies Affected: Email System- General Release – All Clients
217147 Automated Email – Incorrect Emails Used
Description of Functionality: Freight Agent and Clearing Agent emails now populate correctly when generating report emails. Paragraphs in emails will also fill in information for these agents correctly.
Description of Use: Configure a report email to send to the Freight or Clearing Agent, and set the source to Waybill Consignees.
Areas of Moveware/Companies Affected: Email System- General Release – All Clients
217533 Email Reminders
Description of Functionality: When completing diary actions, associated reminders will be dismissed. For PI – added an extra removal names column in the reminders window.
Areas of Moveware/Companies Affected:
Diary/Reminders- General Release –All Clients
Diary/Reminder with extra column- Company specific – Packimpex
217678 Cancelling PDF preview closes email window
Description of Functionality: When cancelling after viewing an attachment for sending via email, the email prompt will come back up allowing the user to make changes to the email to send rather than cancelling the sending of the email completely.
Description of Use:
From removals management, select a crystal report
The print dialogue will pop up and then select the PDF icon and tick ‘send as attachment’
Fill in extra dialog in email and then click send
It will pop up asking if the user wishes to preview the attachment, select yes
After the preview, it’ll ask if you want to continue or cancel
Previously, if click cancel it’ll just exit, discarding the email and go back to removals management, change made to go back to the email message with the extra dialog typed in so you can make changes before sending.
Areas of Moveware/Companies Affected: Emailing/Reports- Company Specific – Packimpex
217815 Outlook Inbox – Link emails to agent entries
Description of Functionality: The Outlook Inbox screen now has the ability to link emails to agent records.
Areas of Moveware/Companies Affected: Outlook Inbox- Company Specific – Packimpex
217860 Attachments Folder – Selecting of several files at once
Description of Functionality: Allow multiple selections of files from the attachment button (‘yellow folder icon’) in a record via the use of ‘Ctrl’ button to allow users to quickly copy/cut/paste files if required. Restriction – Not available for computers using windows 2008
Areas of Moveware/Companies Affected: Outlook Inbox- Company Specific – Packimpex
218015 Email from Diary – To email address
Description of Functionality: When email button is selected from removal > diary screen, leave ‘TO’ email address as blank. Added an additional button on the email popup to bring in email ‘To’ address if required.
Areas of Moveware/Companies Affected: Removal – Company Specific – Packimpex
218118 Auto Emails – Paragraphs for Different Languages
Description of Functionality: Added new language related tags for email templates (report configuration > email tab). With the use of the <Lang [language]> tags, certain paragraphs will appear depending on the language set on the removal plan.
e.g. <lang English>English Paragraph </lang English>.
<lang French> Bonjour French Language Test Tag </lang French>
If removal language is ‘English’ the email will display ‘English Paragraph’ other show ‘Bonjour French Language Test Tag’ if removal job language field is set to French.
Areas of Moveware/Companies Affected: Emails/Report Configuration- Company Specific – Grospiron
218603 Merge Fields – Vehicle Details
Description of Functionality: Added email vehicle merge fields which pull from Removal > Import/Export tab depending on type of job.
<No Vehicles>
<Vehicle Registration>
<Vehicle>
<Vehicle Engine>
<Vehicle Chassis>
Areas of Moveware/Companies Affected: Emails/SMS- Company Specific – Grospiron
218604 SMS Default Wording on Moveware
Description of Functionality: For removal sms, put branch name in the beginning of text instead of the usual ‘Do Not Reply’
Areas of Moveware/Companies Affected:
Emails/SMS- Company Specific –Anglo
217346 Email Sent from Diary Action in Removal Diary
Description of Functionality: Moveware has added a cost option combination to the email and print dialogs that allows users to associate the printing of a document or emailing to a cost option. This then only writes the diary action against the cost option concerned. To assign a document or email to appear against all cost option the combination needs to have the has the option” All”.
Additional toggle added to the Removals/Jobs Management Diary for systems that are running diary based resource costing. The toggle is labeled Option Only and appears next to the Documents and Contact toggles at the top of the diary. When selected the toggle will filter the list of diary actions to only display the diary actions linked to the selected cost Option.
Areas of Moveware/Companies Affected: Removal Diary – Company Specific – Harrow Green
Crates
218581 New Email Merge Fields for Crates
Description of Functionality: Two new emails merge fields:
<Crate Resources> – lists all the crate resources assigned to a diary action.<Diary Time> – populates the time of a diary action into an email/sms
Areas of Moveware/Companies Affected:
Crating/Email/SMS – General Release – Clients running Diary Base Resources Costing and Crating Module
Waybills
214019 Re- label Waybill field, add to Email Merge fields list
Description of Functionality: Re- labeled ‘comments’ field on waybill screen to ‘2nd notify’,
Make consignee, notify and 2nd notify available for use as Email Merge fields
o <Waybill Consignee>
o <Waybill Notify>
o <Waybill Notify 2>
Areas of Moveware/Companies Affected: Emails/SMS- Company Specific – Packimpex
212793 Waybill Gross Kilo’s Email Merge Field
Description of Functionality: Additional Email Merge Fields related to weights seen in the waybill > details tab.
Waybill Net Kegs
Waybill Net lbs.
Waybill Net ACW
Waybill Gross Cut
Waybill Gross M3
Waybill Gross Kegs
Waybill Gross lbs.
Waybill Gross ACW
Description of Use: Ability to merge Waybill Weight and Measurements in Email Templates (report configuration > Email tab).
Areas of Moveware/Companies Affected: Email / Waybill > Details tab- General Release – All Companies
217563 Waybill Email – Attachments List
Description of Functionality: When emailing a report from a waybill screen, users can select the ‘waybill file’ button which will display all files across both the waybill and the removals assigned to the waybill will be available to attach to the email.
Description of Use: Click the yellow ‘attach from folder’ button when emailing a report. This button is only available when the report is printed against a waybill (or a removal that is assigned to a waybill)
Areas of Moveware/Companies Affected: Waybill emails – General Release – All Clients
Employees
207656 Skills Default
Description of Functionality: Automatically create 3 skills for newly created employees
Description of Use: Adds skills OP-0020 and OP-0042 and OP-0000 to all newly created/copied/converted employees for Harrow Green
Areas of Moveware/Companies Affected:
209069 Changes to Employees Details – Skills Change
Description of Functionality: The employee skills section is hidden in the user tab and have created a separate skills tab just for this showing Skills, Description, Trainer, Assessor, Date, Score, Re-assess Date, Comments.
Areas of Moveware/Companies Affected: Employees – Company Specific- Harrow Green
213690 Access to Resources Tab
Description of Functionality: Relocation consultants will now have access to ‘Resources’ tab
Areas of Moveware/Companies Affected: Removals – Company Specific – Packimpex
215740 Adding in another Type into Employee Log
Description of Functionality: Employee Log Screen – Added new category – ‘Damage’
Areas of Moveware/Companies Affected: Employee Logs/Code Management – General Release
218925 Task Diary – Column Sorting
Description of Functionality: Ability to sort by columns selected in the F2 task diary
Areas of Moveware/Companies Affected: Task Diary- General Release- All Clients
Removals
217701 Employee Management Default values
Description of Functionality: Fixed validation for default type on saving a Moveware user.
Description of Use: In Employee Management, when adding or copying a new moveware user, the same default type as the user who is currently creating this new user. When adding a new user, if the user’s assigned branch has a Region code set (Branch management > Details tab), the user’s default destination code will be set to this value.
e.g. SH1’s default type = EX, so if user SH1 creates a new user OR2, OR2 will also have default type of EX upon first save.
Areas of Moveware/Companies Affected: Employee Management- Company Specific – KHZ
Financials
144248 Creditor Purchase – Due Date
Description of Functionality: Automatically set the due date on a creditor purchase as the invoice date plus number of days seen on the purchase terms (if number exists e.g. 30 or 30 days).
Areas of Moveware/Companies Affected: Purchases – Company Specific – Abeles
206608 Invoice & Credit notes – Applying Amounts
Description of Functionality: Added ability to apply credit note directly to invoice from the job invoice popup screen, as long as the credit note amount is less or equal to the amount on the invoice and both items are posted to debtors.
Areas of Moveware/Companies Affected: Purchases – General Release – All Clients
208546 Invoice Update Added Import button
Description of Functionality: Added an import button on invoice update screen, the popup screen will come up to input the file. The file format is Type(SI or SC for invoice or credit note), Debtor Code, GL code, 0, Tax Date, Invoice No(not used for Moveware), Description (removal product), Qty, Rate,Value(inclusive),Tax Code, VAT,1
Areas of Moveware/Companies Affected: Debtor > Invoice Update- Company Specific- Clockwork
210091 Move a Purchase Line from One Removal to Another
Description of Functionality: The ability to change the costing on the purchase even after the purchase has been posted.
There is a red refresh button appearing for purchases that are linked to a removal and already posted. Clicking on the red refresh button should take you to select a different removal plan, and if there are more than one cost options, you would need to select which cost option to link to the purchase. The new cost is then created/updated and old cost deleted/unlinked. In case of different cost centre/branch on cost and purchase, the cost is updated, not the purchase.
Areas of Moveware/Companies Affected: Purchase/Costing- General Release- All Clients
210549 Receipts Interface – Import
Description of Functionality: This module handles exchange variation and inter-currency transactions as we do in receipting screen.
Description of Use: From Receipt Listing screen, click on import button, this will bring up the import screen. From the import screen, choose the csv file to import, and input bank account and pay method details (default to user bank account and Imported pay method), after import and validation, these receipts may be posted to G/L.
Areas of Moveware/Companies Affected: G/L, Debtor Receipts Listing screen – Company Specific – Packimpex
210916 Invoice Posting – Validating Branch/Company close date against invoice date
Description of Functionality: Added the functionality so if the invoice date is earlier than branch/company close date, popup to ask user if to change the invoice date to one day after the close date and post again.
Areas of Moveware/Companies Affected: Invoicing – General Release – Clients with system parameter turned on
211368 Bank Reconciliation Screen Added Additional Check
Description of Functionality: Check in place if ‘Reconcile Account To’ date is older than ‘Last Reconciled Date’, a pop up will appear to notify the user.
Areas of Moveware/Companies Affected: Bank Reconciliation- Company Specific – Abels
211721 Purchase Invoices – Enhancement Change
Description of Functionality: Automatically create invoices to H
Description of Use: When a purchase is raised, it is set to H status It will then appear in the purchase approval screen to be approved
Once approved, users with C group can unhold
Once unhold will appear in purchase update, to be posted and exported
Areas of Moveware/Companies Affected: Purchase Invoices – Company Specific – KHZ
211762 Creditor and Debtor Trial Balance Report – New Filter
Description of Functionality: Filter added on creditor trial balance prior report – user can now filter by “Accounting/Invoice date”
Areas of Moveware/Companies Affected: Reports – Company Specific – Tippet Richard
211796 Debtor/Creditor Lookup change on Removal/Costing screen
Description of Functionality: On removal detail screen, when looking up debtor from billing field, default branch filter to removal branch. On costing when using the creditor lookup, default branch filter to removal branch
Areas of Moveware/Companies Affected: Removal/ Costing screen – Company Specific -KHZ
211991 Creditor Purchases change in Column name
Description of Functionality: In creditor tab under “purchases “a change has been made in the Columns. Column ‘Status’ has been changed to ‘Name’ to display removal name if available
Areas of Moveware/Companies Affected: Purchase Screen –General Release – All Clients
212297 Rates – Currency Default
Description of Functionality: When adding new rates the currency will default to the currency of the debtor (Debtor Management) or creditor (Creditor Management).
Areas of Moveware/Companies Affected:
Rates Management –General Release – All Clients
212433 Bank Reconciliation Screen – New Column
Description of Functionality: Added Journal Status Column and filter to Bank Reconciliation Module. By default this will default to only show updated Journals -status U – however a user can also search for not updated journals by changing the status to N
Areas of Moveware/Companies Affected:
Bank Reconciliation –General Release – All Clients
212627 Journal Import – Additional Validation
Description of Functionality: A check has been added to ensure that unbalance journals cannot be imported into Moveware database.
Areas of Moveware/Companies Affected: General Ledger Journals –General Release – All Clients
212682 Unallocated – Receipts (Cancelled Jobs)
Description of Functionality: If a removal is cancelled a check is run to check if there are receipts applied to the cost option/ invoice. An error message will pop up prompting the user to cancel the cost option/invoice before cancelling the removal
Once these are cancelled, the user can then cancel the removal and unlink the receipts to the removal (If the system parameter ‘Allow Cancel of Jobs with Receipts Applied’ is turned on), or not allow cancelling of the removal if the system parameter is turned off.
Areas of Moveware/Companies Affected:
Removal Management/ Financials –General Release – All Clients
212858 Purchase Import added to the Purchase Update Screen
Description of Functionality: Moveware have incorporated the purchase import procedure into the purchase update screen the purchase import menu is now redundant.
Areas of Moveware/Companies Affected: Purchase Update Screen –General Release – All Clients
212916 Creditor Interface – Approval Process
Description of Functionality: A new posting status has been incorporated into the purchase posting process – Status “A”
Purchases will start at status “N” updated to status “A” upon posting. (Previously updated directly to status “U”) On purchase update, only status A purchases will now appear on the screen instead of ‘N’
Areas of Moveware/Companies Affected: Creditors/ Purchases/ Purchase Update- Company Specific – Packimpex & Grospiron
This is designed for clients exporting creditor purchases into a third party accounts package
213124 Accrual Report Updated to include Combined Invoices
Description of Functionality: Modified the accruals report to also show records from combined invoices.
Areas of Moveware/Companies Affected:
Financials/ Reports- General Release – All Clients
213308 Restricted Ability to Amend Dates on Transactions
Description of Functionality: From Debtor and Creditor inquiry screen, the calendar button will not edit the selected transaction’s date if the journal has either been processed to bank, been reconciled or if the date of the journal falls in branch close date.
Areas of Moveware/Companies Affected:
Financials- General Release – All Clients
213503 Creditor Management – Payment Group field
Description of Functionality: Increased Payment Group display field on Creditor Management screen to allow for up to 50 characters.
Description of Use: Payment Groups in Creditor Management are used to filter records on the Creditor Payment Batch screen. Previously if the code was greater than 15 characters it would not display records when the payment group filter was used.
Areas of Moveware/Companies Affected: Payment Batch – General Release – All Clients
214247 Invoice/Purchase Update – Show Full Error Message Details
Description of Functionality: An error message lookup button has been added to the invoice and purchase update screens (a red binocular icon). Allowing users to see the full error message if the length of information was greater than what can be seen in the ‘Error’ column
Areas of Moveware/Companies Affected: Invoice and Purchase Update– General Release – All Clients
214418 Creditor Purchases – Updated Behavior on Removal Plan Containing Multiple Cost Options
Description of Functionality: When allocating a removal number directly into a purchase line the standard popup for choosing cost options will be triggered if the removal contains multiple cost options with the same creditor product or there are no creditor products on all the cost options, then will come up otherwise automatically pick the cost option for user.
Areas of Moveware/Companies Affected: Creditor– General Release – All Clients
214544 Purchase Date Validation
Description of Functionality: When checking for invoice date on the save of purchase order/invoice, Moveware will now validate dates accordingly to whether it is a PO or an Invoice
Areas of Moveware/Companies Affected:
Creditor / Purchase Orders/ Invoice – General Release – All Clients
214886 Electronic Payment – Removal of Spaces in Tax File Numbers exported to empdupe file
Description of Functionality: Remove spaces in the tax file number before creating empdup file for electronic pay summary. Also added validation to the TFN field in the employee pay setup screen so that it does not allow spaces in the field.
Areas of Moveware/Companies Affected: Employee Management/ Electronic Pay Summary- General Release- All Clients
214932 Cost Option Comments Change to Flow Through from Debtor Comments
Description of Functionality: When a cost option is created the debtor comment is automatically written to cost option comment
When debtor is updated on the cost option, the new debtor comment is written to cost option comments. On the invoice, the lookup button should show cost option comment, if combined then shows all the cost option comment separated by dotted line.On posting to status A the same lookup is performed. The lookups in invoice is display only, no editing allowed
Areas of Moveware/Companies Affected: Debtor/ Invoicing – Company Specific- Packimpex
214937 Cancelling Jobs Containing Transactions
Description of Functionality: Added System Parameter ‘Allow Cancellation of jobs with transactions’ so users can control whether removals can be set to C or L successfully with receipts applied.
Areas of Moveware/Companies Affected: Removals/ System Parameters- General Release – All Clients
214942 Van Line Clearing Account Changes
Description of Functionality: Changed how the van line clearing debtors/accounts work
Description of Use:
Limit 1 debtor to 1 van line clearing account
In Debtor Management we don’t show balances of the van line clearing accounts/debtors
Same as 2 for the trial balance and trial balance prior reports.
When we have a DI transaction to a non-van line debtor but it has a line to the van lone please we make sure this appears in the Van Line Write-off screen and also on the Van Line Clearing report. Same for CI transactions
In the Van Line clearing import remove the Debtor code from the imported columns consistent with trying to keep these outside normal trade debtors and to keep it simple.
Areas of Moveware/Companies Affected: Debtors – Company Specific – Matco
214998 Editing of Purchase Order invoice
Description of Functionality: Users are now unable to edit/add/delete invoice lines from purchase orders of status ‘A’
Areas of Moveware/Companies Affected: Purchase Order- Company Specific – Packimpex
215047 Electronic Banking – Account field Size
Description of Functionality: The account field size had changed to ensure the correct numbers are entered.
GB -account should be 8 digits, show in red if not 8
AU- account should be 9 digits, show in red if not 9
Areas of Moveware/Companies Affected: Financials- General Release- All Clients
215064 Creditor Purchases: Mandatory field
Description of Functionality: Validate approver upon creation of a Purchase Invoice
Areas of Moveware/Companies Affected: Creditor Purchases – Company Specific – Packimpex
215659 Combined Invoicing – Change in Job Reference
Description of Functionality: On combined invoices, if there are multiple cost options from the same job, then the job reference only appears once on the invoice line.
Areas of Moveware/Companies Affected: Combined Invoice – Company Specific- Packimpex
215867 Fix to DR Trial balance report Error
Description of Functionality: Resolved a ‘**No GL A/L account record is available (91) ‘error message on the debtor trail balance report (g/l account not avail) that appears when run.
Areas of Moveware/Companies Affected: General Ledger – General Release- All Clients
215901 Purchase Orders Bug Fix
Description of Functionality: Corrected issue upon adding a new purchase so when adding new detail lines it does revert back to the recently selected Purchase.
Areas of Moveware/Companies Affected: Purchase Orders – General Release- All Clients
216818 Cheque Print and Remittance Advice – New Report Filter
Description of Functionality: Filter ‘Transaction Type’ added to Cheque Print and Remittance Reports
Description of Use: To enable report filtering by Transaction Type or Source, e.g. QP or CP
Areas of Moveware/Companies Affected: Reports – General Release- All Clients
216826 Purchase orders in the waybill costing screen
Description of Functionality: Added a button on waybill costing to look up purchases and POs
Areas of Moveware/Companies Affected: Waybills – General Release- All Clients
216893 Bank Reconcile Screen Change
Description of Functionality: The refresh buttons have been disabled until user commences with reconciliation, otherwise use of the button will pull in transactions which aren’t in the list for the current account.
Areas of Moveware/Companies Affected: Bank Reconciliation Screen – General Release- All Clients
217118 Actual Costing’s
Description of Functionality: All costing figures will not be rounded up or down
Areas of Moveware/Companies Affected: Costing’s -Company Specific – Packimpex
217236 CRM status ‘Won’ (Anglo)
Description of Functionality: New status ‘Won’ has been added; it will function similarly to statues “Prospect”
Areas of Moveware/Companies Affected: CRM- Company Specific – Anglo
217412 Purchase Orders – Description
Description of Functionality: When a Purchase Order is raised to an invoice, the description on the Purchase Order will automatically be shown in the invoice description
Areas of Moveware/Companies Affected: Purchase Orders- Company Specific – Harrow Green
217779 Contact Details Lookup- Task & Appointments Pop up
Description of Functionality: Added a ‘Contact Details’ button next to the contact field which brings up the details of the contact assigned to the task (if a task exists).
Areas of Moveware/Companies Affected: Diary Task Popup- General Release – All Clients
217780 Creditor Purchases – Currency exchange rate upon change of invoice date
Description of Functionality: Find exchange rate when the date is changed on the creditor purchase.
Description of Use: On the change of the accounting date in Purchases, Moveware will check for a new exchange rate and if found will prompt the user if they want to update the exchange rate to the new rate found for the date entered.
Areas of Moveware/Companies Affected: Creditor Purchases- General Release – All Clients
218042 Invoice – Pop Ups
Description of Use: New comment button on invoice allows users to view Debtor Comments on Invoice Tab. The comments are displayed in a Pop up as the user posts the Invoice.
Areas of Moveware/Companies Affected: Removals Invoicing- Company Specific – Abels
218060 Combined Invoices – Additional Check Added
Description of Functionality: A check has been added in combined invoicing, once it has been created for a cost option, it will not allow the user to create the same combined invoice again
Areas of Moveware/Companies Affected: Combined Invoices- General Release- All Clients
218170 Extra Purchase Status Added
Description of Functionality: Added a new button next to the invoice status (‘Dispute’) to allow users to put invoices on status ‘D’ for dispute
Areas of Moveware/Companies Affected: Creditor Purchase Company Specific – KHZ
218176 Debtor Inquiry
Description of Functionality: If the invoice order and file fields are updated after the invoice has been posted to debtors, those fields will now update the corresponding journal transactions. This will reflect correctly on the debtor inquiry screen.
Areas of Moveware/Companies Affected: Debtors- General Release- All Clients
218202 Fix to Debtor and Creditor Apply Screen
Description of Functionality: The apply screen only allow one positive to multiple negative transactions or one negative to multiple positive transactions. However if the user manually types in value they can make this multiple negative to multiple positive transactions. Moveware now disallows manual entry of amounts to the applied column.
Areas of Moveware/Companies Affected: Debtors/ Creditor – General Release- All Clients
218316 Job Type Creator change
Description of Functionality: Validation added on JTC to ensure the value entered in the ‘Date’ field is not in the past
Areas of Moveware/Companies Affected: Job Type Creator – Company Specific- Harrow Green
218317 Sales – Cost Invoicing
Description of Functionality: Added a check for combined invoice to not update branch/cc of charge lines to the branch/cc seen in the invoice header
Areas of Moveware/Companies Affected: Task Diary/Reminder Pop up – Company Specific – Johnsons
218777 Ability to Reverse Payments and Transactions without voiding the Journal
Description of Functionality: Added an unapply button to G/L Receipt Details screen. If a receipt is selected, it can be unapplied from the invoice. Also from the journal screen, if a receipt is selected, it can be unapplied from all the invoices.
Areas of Moveware/Companies Affected: Journal/ Reverse Payments- General Release – All Clients
218792 Change CRM Follow Ups
Description of Functionality: In diary task, if follow up is ticked user can input date and time and toggle to include/exclude details section in follow up diary. Also completed toggle is automatically ticked so old diary is completed and new diary is created.
Areas of Moveware/Companies Affected: CRM- Company Specific – Johnsons
218812 Change in Security Settings for Customer records
Description of Functionality: Change to security settings, therefore if a user does not have security group 4 access, they are unable to modify the following fields
customer type
customer group
telemarketing
referral
Areas of Moveware/Companies Affected: Security – Company Specific- Johnsons
218919 Accrual Report Update
Description of Functionality: Following Accrual Reports will now evaluate costing lines that have blank cost center values against them:
Accruals by Creditor
Accruals by GL code
Accruals by GL Code by Invoice Date
– Accruals by Product
Previously client’s using the Create Accruals button in the Journal Screen may have notice a discrepancy in value between the report and the accrual journal created if there were costing lines in the system with blank branch values. The journal value is the correct value in the above case.
Areas of Moveware/Companies Affected: Reports/ General Ledger > Journals > Create Accruals- General Release – All Clients
218386 Creditor Security
Description of Functionality: Employee Security Group ‘C’ reduced to only allow access to creditors but not modify them. The ability to edit creditors requires Security group ‘2’.
Areas of Moveware/Companies Affected: Creditor- Company Specific- Grospiron
218498 Facility to Reverse Purchase Order & Invoice Allocation
Description of Functionality: Ability to reinstate a PO if incorrectly linked to a Purchase Invoice
Description of Use: When Cancelling a Purchase Invoice the user will be prompted if they would like to reinstate the PO that has been selected/linked to the Purchase Invoice. When Un-cancelling a previously cancelled Purchase Invoice the PO list will populate again where the user will have the opportunity to link to another PO.
Areas of Moveware/Companies Affected: Purchase/Purchase Orders- Company Specific – Johnsons Only
218805 Users unable to update CRM
Description of Functionality: On CRM details, if a user doesn’t have security group 7, comments field is disabled. On profile screen added new fields ‘marketing’, ‘logo’ and also have made changes so field s ‘comments’, ‘marketing’ and ‘logo’ will flow back to customer details screen.
Areas of Moveware/Companies Affected: CRM- Company Specific- Anglo
219278 Creditor Payments – New Transaction Lookup
Description of Functionality: In Creditor payments, there is now a button that will show the user transactions for each payment. Works the same way as seen in Debtor’s invoicing screen.
Description of Use: Press the button on the side of the payments details. This will bring up the dialog.
Areas of Moveware/Companies Affected: Creditor payments- General Release- All Clients
Removals
216780 Combined Invoice from Cost Options change
Description of Functionality: When creating combined invoice from cost options that comes from the same removal plan, it will auto-populate the ‘from’ & ‘To’ fields with the address details of this removal plan.
Areas of Moveware/Companies Affected: Cost Invoicing (b-costinvoicing.w) – General Release – All Clients
Storage
214148 Create a Purchase Invoice Related to Multiple Storage Files
Description of Functionality: Renamed column ‘RP/WB’ to ‘Ref’ to include storage references as well
Added a fill in box for storage next to removal and waybill, when double clicked, first select the creditor product then the storage, a new purchase line linked to this storage will be created. Alternatively a user can manually type in the storage reference on the purchase line into the ref field.
Areas of Moveware/Companies Affected: Storage/ Financials -General Release – All Clients
217930 Storage Debtor Change Tax Check
Description of Functionality: When the debtor is reselected on storage file (needs to be the same debtor), a new check will check what tax needs to be updated. Previously tax check only ran when debtor was changed to another debtor.
Areas of Moveware/Companies Affected: Storage/ Financials -General Release – All Clients
Inventory
204210 Fleet Management – New features
Description of Functionality: Added New feature
Under Operations > Fleet, added + buttons to add records for service dates, rego due date, odo date and RFL date.
A folder icon on fleet management browser, which can be used to open files attached to the inventory.
On Operational diary, the bottom right browser will display vehicle date and defect records, also displays the reminder for when the next service or rego is due.
Description of Use:
This is setup in codes management of type ‘vehicle service’. When clicking on the + button a new record for the dates are added, and date on screen is updated. This will write to event log and also add a reminder for the employee who has notify set up as ‘service’ or ‘rego’ (notify change of next service date and rego due date) if the date is within 7 days.
Those records can be accessed from the history tab, and can be edited using the edit button. By editing the last record (the one that holds the date of the detail screen) it will also update the date on the details screen, write an event log and a reminder in the Same manner.
The + button on the history tab allows users to add new records, which include all dates plus ‘defect’. Most Clients will not have defect tab anymore in fleet management
A user can also setup auto populate the next service date from the last service date. In codes management, type ‘Vehicle service’, code ‘service’, into the comment field enters Branch, followed by ‘:’, followed by either ‘W’ ‘M’ or ‘Y (Week, Month Year) followed by number. e.g. ‘SHE: W8’ sets the next service date to be 8 weeks ahead of last service Date. When adding a new service date record, if this is setup, then the next service date will automatically populate in the popup window, and this can be manually adjusted.
When add a new date, if the date already exists, then will not be added, comes up as error date already exists, if add a date in the past, it does not update the inventory date, only add as a history date in history, except for next service date which would still show. Added a complete function on the popup window, so user can compete the date and will not show in diary/history
Areas of Moveware/Companies Affected: Fleet management- General Release – All Clients
210606 Crates Lookup – Branch
Description of Functionality: When adding crates from job diary, the look up will only show for crates where display branch matches user branch or display branch is blank
Areas of Moveware/Companies Affected: Crates- General Release – All Clients
216801 Fleet Management – Attachments for Vehicles
Description of Functionality: Added a paper clip icon to the fleet screen which allows user to attach files to the selected vehicle. The folder icon can be used to open those attachments.
Areas of Moveware/Companies Affected: Fleet Management- General Release – All Clients
217401 Operations – Fleet – Next Service Date
Description of Functionality: If service on vehicle is overdue, this will still show in the operational diary (in the bottom right section), unless it is set to completed
Areas of Moveware/Companies Affected: Operations/ Fleet – Company Specific – Harrow Green
218285 Operations – Fleet – Add RFL Due Date to columns in search table
Description of Functionality: In Fleet Management Screen, added a toggle to MOT Due to display MOT Due or RFL Due
Areas of Moveware/Companies Affected: Operations/ Fleet – Company Specific – Harrow Green
218771 Storage Inventory – Restrict the ability to select a container if there is already customers
Description of Functionality: Change made to storage location ADD button. The inventory lookup will check only storages that have date out as blank or in the future, so if date out is in the past the container should be considered free. An error message will pop up if the container is used on another storage account.
Areas of Moveware/Companies Affected: Storage /Locations Screen- Company specific- Grospiron
217770 Inventory Rates – Validation
Description of Functionality: On inventory rates screens, added additional check for time column to ensure it must be an integer
Areas of Moveware/Companies Affected: All Inventory rates table – General Release – All Clients
Movesurvey
206594 Notes Page Changes
Description of Functionality: Modified some labels in the Notes page to better reflect the data being displayed:
Renamed Competitors to Refer To
Renamed Items to Competitors
Items will not be shown at all
Description of Use: Open the Notes page on a job
Areas of Moveware/Companies Affected: Movesurvery 2 – Company Specific- PSS
212577 Review – Date Issue
Description of Functionality: Resolved a date error on the Review page
Areas of Moveware/Companies Affected: Movesurvey 2 – General Release- All Clients
212929 Validate License Key
Description of Functionality: Resolved an issue where the program would continually ask the user to validate, or repeatedly try to validate the software when the user opened the program.
Areas of Moveware/Companies Affected: Movesurvey 2 – General Release- All Clients
212930 Syncing Details
Description of Functionality: Resolved issue where Resources and Credit Card details weren’t syncing correctly.
Areas of Moveware/Companies Affected: Movesurvey 2 – General Release- All Clients
212935 Resources Page – Add Sell Price Field
Description of Functionality: Added sell price column to the Resources page
Areas of Moveware/Companies Affected: Movesurvey 2 – General Release- All Clients
212936 Details > Est Move Popup
Description of Functionality: Clicking on a date field which will pop up a calendar picker should not return an incorrect date.
Areas of Moveware/Companies Affected: Movesurvey 2 – General Release- All Clients
213651 Review > Description sizes
Description of Functionality: Resolved issue where review page would cut off descriptions or not resize the row correctly if the description of the review question was too long.
Areas of Moveware/Companies Affected:
Moveweb
215879 Movequote – New Validations
Description of Functionality: Added a web display code ‘MQPaymentPayeeCompany’, when used can turn on and off the validation for the company field when company is selected as payee.
Added the ability to set default branch for each web inventory, so when the branch is set, We hide the nearest branch and just use the default branch. Please create a support log if you wish for these features to be added to your movequotes.
Areas of Moveware/Companies Affected: Movequote- General Release- Available to all Clients
216994 Web enquiry – Uplift Date Enhancement
Description of Functionality: New system Parameter on the Interface tab: ‘Do not create diary actions for Movequote Import’
The Accepted values are:
Y – Does not create any diary actions
N – Creates all relevant diary actions (Default)
U – Does not create Uplift diary actions, but creates all others
D- Does not create Delivery diary actions, but creates all others
This in turn stops all relevant removal dates from being set.
Areas of Moveware/Companies Affected: MoveQuote – General Release- Available to all Clients
218370 MoveQuote – Nearest Branch – Branch Name
Description of Functionality: Increased size of Web Name field on Branch Setup tab (Administration > Moveware Setup > Branches) to allow up to 500 characters.
Description of Use: The “Web Name’ field can be used to generate list for ‘Nearest Branch’ field on MoveQuote site.
If this field is left blank, default value is branch name field. All branches will be displayed in ‘Nearest Branch’ field.
If this field is not blank, only branches with this field filled in will appear in the ‘Nearest branch’ list on MoveQuote.
Areas of Moveware/Companies Affected: Branch Management/ MoveQuote- General Release- All Clients
Removals
213092 Non Operational Diary Actions
Description of Functionality: Added system parameter ‘update non ops actions to update uplift, pack, unpack’, so these key actions dates will update the dates on the removal details screen. Previously only operational diary actions were able to update the dates in removals details.
Areas of Moveware/Companies Affected: Removals Diary- General Release- All Clients
209878 Port of Entry in Job Type Creator
Description of Functionality: If the service type is changed in removal details then the job type creator now has the Port of Entry refreshed based on the POE for that service type
Areas of Moveware/Companies Affected: Job Type Creator in Removal Costing screen- General Release- All Clients
210759 Type of Goods Entered on Won jobs
Description of Functionality: Added validation to check that the description of goods in the export tab of removals management is not blank when saving or adding a Won export job.
Description of Use: When a user saves a Won job that is EXP, the system will check the ‘Goods’ field in the corresponding EXP tab. If this is empty, it will prompt the user to enter the goods which will populate this field. If the user enters a blank value an error will pop-up and the user will not be able to continue. If the user opts to cancel, no changes will be saved on the removal.
Areas of Moveware/Companies Affected: Removals- Company Specific- Anglo & PSS
211511 Bill To Field – Cost Options
Description of Functionality: When cost option debtor is changed, it will update the invoice debtor accordingly.
Areas of Moveware/Companies Affected: Debtor/ Cost options – General Release- All Clients
214876 CRM field icon in Removals
Description of Functionality: When clicking on the corporate lookup in Removals Details screen, show only the customer details, contacts and history tabs and make them all read-only.
Areas of Moveware/Companies Affected: Customer lookup- Company Specific- Harrow Green
211579 Purchases > Domestic type lookup
Description of Functionality: Change to not validate Cost Centre on purchase header for Domestic type jobs
Areas of Moveware/Companies Affected: Purchases- Company specific- KHZ
211901 Removal Product Minimum Rates
Description of Functionality: Change to the Costing’s. If a sell rate is present moveware will not calculate sell price based on min/max est cost and profit Margin.
Areas of Moveware/Companies Affected: Costing’s / Removals- General Release- All Clients
212062 Removals Shipping Status “S”
Description of Functionality: When shipping status on the removal changes to S, a reminder is sent to the user who is setup in employee notify as ‘New Storage’.
Areas of Moveware/Companies Affected: Removals/ Shipping – Company Specific – Excess
212202 Missing Entries in Destination Summary
Description of Functionality: Added the ability to view jobs with no Uplift Date
Areas of Moveware/Companies Affected: Destination Summary – Company Specific – Packimpex
212226 Insurance Pop Up Change in Removals
Description of Functionality: Default upon creating a removal plan the insurance branch boxes to removal branch
Areas of Moveware/Companies Affected: Removals – Company Specific – Elliott’s
212247 Costing Tab Not Refreshing Removal Service
Description of Functionality: Modified the refresh so that if the removal service was modified it will pull though on the cost option and will be used in the calculations
Areas of Moveware/Companies Affected: Removal >Costing- General Release- All Clients
212817 Destination Summary – Week field
Description of Functionality: Change to make the week field editable and a manually entered field on destination summary screen
Areas of Moveware/Companies Affected: Destination Summary – Company Specific – Packimpex
213190 Removal ‘Confidential To’ flag
Description of Functionality: Removed the ‘confidential to’ pop-up alert when removal plan is selected
Areas of Moveware/Companies Affected: Removals – Company Specific- Matco
213276 Costing Header Volume Change
Description of Functionality: When the volume on the costing header is modified, it will also re-price the cost lines
Areas of Moveware/Companies Affected: Costings- Company Specific – KHZ
213465 Rates – Calculation Type ‘IT’
Description of Functionality: The max and min values for costs price now work for rates with calc type of ‘IT’
Areas of Moveware/Companies Affected: Rates- Company Specific- Matco
213469 Security Lock on Jobs – Details – Inquiry field
Description of Functionality: Disable inquiry field once a job is added if user’s security group is not X
Areas of Moveware/Companies Affected: Job Details – Company Specific- Harrow Green
213622 File Number Validation
Description of Functionality: For IH jobs, if status is W then file number must be entered
Areas of Moveware/Companies Affected: Removals- Company Specific- Matco
211249 Removal Validation – Account Manager / Occupation
Description of Functionality: On jobs of type ‘EXB’, do not validate account manager and occupation upon saving.
Areas of Moveware/Companies Affected: Removals – Company Specific – PSS
218366 Vehicles Inventory Setup – new field ‘Supplier’
Description of Functionality: Added a ‘product’ creditor product look-up field to vehicles so that when a creditor product is selected for a vehicle cost type and Vehicles assigned to this cost type is used on a job, the system will automatically update the corresponding cost line with the actuals/est. /etc. based on the creditor product.
Areas of Moveware/Companies Affected: Removals/Costing- Company Specific- Grospiron
218961 Quick Entry, user’s able to save without a Removal Type
Description of Functionality: Now added validation to ‘Type’ field in Quick Entry to ensure a type is always entered.
Areas of Moveware/Companies Affected: Quick Entry- General Release- All Clients
219341 Job Type Creator – Calendar look up in Date field
Description of Functionality: Changed on JTC so the date format is in ‘ / / ‘. Also a calendar lookup is added to the field.
Areas of Moveware/Companies Affected: Job Type Creator- Company Specific- Harrow Green
219652 Destination Summary Change – Additional Column for Delivery Week
Description of Functionality: Destination Summary – Added additional ‘Week’ column to depict the week number of the delivery date.
Areas of Moveware/Companies Affected: Destination Summary- Company Specific- Packimpex
219654 Removal Sales rep field Validation
Description of Functionality: Added sales rep validation for instances where the user types into the sales rep field an invalid value as compared to using the sales rep lookup.
Areas of Moveware/Companies Affected: Removals Management- General Release- All Clients
214013 Weights & Volume in IMP/EXP tab
Description of Functionality: In export and import tab, if the ‘auto calc’ button is disabled, will calculate volume or weight when entered. For example if net meter is entered, then only net feet is changed, actual weight is also recalculated
Description of Use:
when net meter changed, net feet is updated, net acw updated
when net feet changed, net meter is updated, net acw updated
when net kg is changed, net lb. is updated, net acw updated
when net lb. changed, net kg updated, acw updated
when gross meter changed, gross feet updated, gross acw updated
when gross feet changed, gross meter updated, gross acw updated
when gross kg changed, gross lb. updated, gross acw updated
when gross lb. changed, gross kg updated, gross acw updated
when reciprocity meter changed, reciprocity feet updated, reciprocity acw updated
when reciprocity feet changed, reciprocity meter updated, reciprocity acw updated
when reciprocity kg changed, reciprocity lb. updated, reciprocity acw updated
when reciprocity lb. updated, reciprocity kg updated, reciprocity acw updated
Areas of Moveware/Companies Affected: Removals- Company Specific – Packimpex
214029 Booked Cost Option Volume to Update Volume in Details Page
Description of Functionality: When a job is won/booked, the removal weight and volume is updated to the values of the weight and volume of the cost option the user has selected as booked (W).