Moveware Version 8.4 Release Notes

305167 - Added reminder messages to employee if new files are added/updated on code release to database.

Added reminder message to employee if new files are added/updated on code release to database which will help the employee notify the code is updated.

Codes Managment > Employee Notify - Add 'System Update' and Save.
Employee Management > User Details - Set 'System Update' in Notify selection list field for desired employee.

The user can set the below settings to get the reminder message in their Moveware session when code is released.

The user can go to below screen and see if new files are added or existing files are updated if code is released.

308206 - Additional option (Paid) on Modify Removals screen

A new option on the Modify Removals screen has been added to increase efficiency to bulk paid Removals.

An example would be, to EXCLUDE all invoices that have NOT been paid in a certain timeframe so that Removals are not accidentally closed when they still have outstanding transactions.

Use this to filter removal records to modify by 2 options:

1. Paid = ' ' >> all removal records

2. Paid = 'Y' >> only fully paid removal record

312348 - New System Parameter - 'WindowsExplorerStayOnTop' - To set the windows explorer window to stay on top on clicking folder button in Moveware.

Added a new system parameter to set the windows explorer window to stay on top on clicking folder button in Moveware. Previously, on clicking the folder button in Moveware screens, the window opened in a different window and when switched between applications, there is a possibility of missing the above extra window opened.

Code: WindowsExplorerStayOnTop
Description:To set the windows explorer window to stay on top.
Options:N = No, Y = yes
Default:Y

The user can click on the folder button on any of the screens in Moveware which opens a windows explorer on top of existing Moveware screen opened.

The user can switch between various applications and click back on Moveware application where the windows explorer window remains on top. The user can select a file or cancel the window.

315516 - Movetransfer Changes for AMG Group

1. Added a new system parameter to set Waybill Description to auto-populate with the origin and destination country upon adding new waybill or change of origin/destination country code in Waybill Management > Details screen

System parameter details below:

Code: WaybillDescSetFromCountry
Description: To set Waybill Description from Origin and Destination Country Code when adding new Waybill or changing Origin or Destination Country Code
Options: Y - Yes, N - No

2. MoveTransfer - Added ability to resend selected removal plan data and/or attachments only

Upon selecting the resend MoveTransfer button located in Waybill > Details / Removals > diary tab, the system will display a dialog on right with options of updating only selected fields on the destination agent end or the standard updates.

3. Added a system parameter to show BOL/LOL copy option when copying Removal from Removals Management > Details screen

When this is selected, the next sequence number will start from Z-A instead of A-Z as per norm.

System parameter details below:
Code: ShowBOLLOLRPCopyOption
Description: To show BOL/LOL copy option when copying Removal
Options: Y - Show, N - Hide

4. Added a system parameter to colour Toll Transitions moves (For AMG clients, these are Removals with file number) in Daily Diary screen

For system parameter enter the following:
Code: OpsDiaryColoursTollTransitionMoves
Description: To colour Toll Transitions moves (Removal with File Number) in Daily Diary screen
Options: Y - Yes, N - No

5. Added a system parameter to notify when MoveTransfer Attachment has been received

For system parameter enter the following:
Code: NotifyMoveTransferAttachment
Description: To notify when MoveTransfer Attachment has been received
Options: Y - Yes, N - No

6. Added a sysparam to create diary and set the Removal delivery date on MoveTransfer import

For system parameter enter the following:
Code: MoveTransferDelDate
Description: To create diary and set the Removal delivery date on MoveTransfer import
Options: N - No, All - All, [lists of Booking Agent group separated by group]

This system parameter requires a diary action of key action ''movetransferDelDate'' to be created.

317737 - Fixed Mobi paragraphs displaying in Moveware application.

Fixed Mobi paragraphs displaying in Moveware application. Previously, paragraphs which are meant to display for Mobi are displayed in Moveware.

Set the Mobi Paragraphs in Paragraphs screen (Mobile = Y)

The user can set the Mobile field in Paragraphs to 'Y' stating it's a Mobi Paragraph. These paragraphs are not displayed in Paragraphs lookup in Moveware application.

318168 - Added new email merge field for Removal Export Agent Instructions

Added new email merge field 'Export Agent Instructions' for Removal Export Agent Instructions

Report Configuration > Email Setup

327117 - New System Parameter - 'DisplayRatesOnFilterOrRefresh' - To not load Rates records on initial openning of tabs in below screens due to speed issues.

Added a new system parameter which when enabled will not load any Rates records in all 4 tabs of Rates screen and loads the records only when clicked on Refresh button or any of the filter field is clicked enter key. Previously, when Rates screen is opened, user had to wait for the screen to return the records (too slow) before they can interact with it.

Code: DisplayRatesOnFilterOrRefresh
Description:To display Rates Managemnet records only by filtering or clicking the refresh button.
Options:Y - Yes,N - No
Default:Y

The user can enable the below system parameter, open the Rates screen, click on any of the tabs will not return any records.

Click on Refresh button or click any filter field or double click on Filters to select from lookup and click Enter key which will return the records.

This is done due to the records not loading so that the user isn't waiting for the screen to return the records before they can interact with it.

327310 - Bug Fix - Fixed display of locked/changed record message display based on user sessions working on same record.

Fixed display of locked/changed record message display based on user sessions working on same record. Previously, when two users were working on same record making changes and saving, the record would display incorrect session details in message popup.

The user can open different Moveware sessions working on same removal record and if the record is locked, the user session details locking the record is displayed in message popup window.

327416 - Change Postcodes menu to be frame (from dialog)

This allows users to go to other screens when the Postcodes screen is open. Previously the user had to close the Postcodes screen before going to another screen.

327964 - Fix gap and cursor issue on the Mobi Setup screen

Previously, the Mobi Menus, Reports and Codes tab had a gap and cursor issue with certain screen resolutions.

We fixed the gap and resized Mobi Code browser (right hand browser in Reports tab)

Menu Name : Mobi
Description: Mobi
Default: Inactive

To enable Mobi screen please set the Mobi menu status to be 'active'.

Mobi screen will located under Administration > Moveware Setup > Mobi

328796 - Bug Fix - Updated the validation message to DD/MM/YY if this format is used.

Updated the validation message to DD/MM/YY if this format is used. Previously, if the Estimated Uplift Date field format is incorrect, the validation message displayed referred to MM/DD/YY.

Code: sysparam-spare3[12]
Description: Use MM/DD/YY Date Format
Value: N

If the user updates the field with incorrect format and click on save button will display the correct validation message for systems using DD/MM/YY date format

328986 - Extend Limit Characters For Address Fields

Extend the limit of characters for any address fields to be 100 characters in screens where an address can be entered.

The limit characters changes for the following screens:
(Agents Details,Branch Details,Claim Details,Company Details,Creditor Details,Customer Details,Damage Details,Employee Details,Rate Request Details,Invoice Details,Creditor Invoice Details,Removals Details,Storage Details,Quick Job Entry,Phone,Port).

329615 - Record Locking Admin - Enhancements

New buttons to Find Lock User New.

• Button ''Find Lock User (New)'' to open Find Locked User window.

• Button ''Find Lock User Pass'' to create a text file called ''lock.txt'' which shows locked users list (file path 'c:\temp\locks.txt').

Administration > Utilities > Record Locking Admin > Select one of the new buttons

317311I - Bug Fix - Fixed reposition error display on adding a new job type with lightning icon.

Fixed reposition error display on adding a new job type with lightning icon. Previously, if a job type is already existing and a user adds a new job type, reposition error is displayed.

The user can click on lightning button, select a job type, check diary & costing toggle and click OK button. This adds a new row in costing header browser without any errors.

326785 - New System Parameter - Enable ability to disable alerts per session

Ability to disable alerts per session on Notes pop up screen.
This would only work for the session, if user has multiple Moveware sessions open, the message will display once for each session.

Code: EnableAlertPerSessionToggle
Description: Enable ability to disable alerts per session
Options: Y - Yes, N - No
Default: N

When the system parameter is enabled it will show checkbox 'Snooze alert for this session' on the right-hand side of the screen.
When selected and the user clicks OK, the message for that Removals/Creditor/Debtor/Agent will not display for the rest of the session. If the user starts a new session, the alert message would appear again.

329422 - Mobi - new setting ''Show Large Barcode Button''

New setting ''Show Large Barcode Button'' to display a larger Scan Barcode button in Inventory Check Off screen.

To set in Moveware:
Go to Administration > Company Setting > Mobi > Settings > Show Large Barcode Button

To set in Mobi:
Goto Settings > Under User setting ''Show Large Barcode Button''

The scan barcode button in Inventory Check Off screen.

Previously the Barcode button was at the top right of the screen on the Title bar which caused the size of the button to be tiny on some devices.

With this new setting, user will be able to move the button to the Check Off menu instead to make it bigger.

304538 - New System Parameter - Act Est Percentage Alert

When set to Y, default to 80%, otherwise user can set the percentage in the system parameter.
When this is on, the user will get a warning message when the actual reaches certain % of estimate.

Code: ActEstPercentageAlert
Description: Act Est Percentage Alert
Options: N - No, Y - 80% or 60 for 60% etc.
Default: N

Turn on the system parameter, when the actual value reaches the set percentage of estimate on a diary action, it will pop up a warning message. This is done through diary action '''Actual Time Breached'', the diary action will be automatically created when actual reaches % of estimate, and the diary action is setup to have a reminder.

315522 - New Email Merge Fields - Floor Field and Map Ref field

In Report Configuration E-mail Tab the following e-mail merge fields have been added.

• Origin Floor

• Dest Floor

• Origin Map Ref

• Dest Map Ref

The newly created email merge fields can be used in email templates drawing information from Removal Management Details Tab into the email template, as per standard Moveware functionality.

315894 - Bug Fix - Fixed line breaks/huge space in between table and text in reports and dupliacte signature.

Fixed line breaks/huge space in between table and text in reports. Previously, when QUote International report is emailed as attachment, huge space is displayed between 'Quote Summar' text and table. Also, fixed signature dupliactes when changed from signature combo-box.

The user can select the 'Quote International' report from drop down where the report is displayed alright without any extra spaces before the table.

The user can also change the signature from comb-box where the signatures are replaced and not duplicated.

315951 - Adding branch security to Search tab of Outlook Inbox screen to not display emails based on security set in Employee management.

Adding branch security to Search tab of Outlook Inbox screen to not display emails based on security set in Employee management. Previously all emails are seen by user even though they do not have permissions to that branch.

Code: sysparam-spare2[19] = 'Y'
Description: Implement Branch Security

The user can set the branch security in Employee Management > User Details tab and set the Read/Write columns to 'N' or 'Y' based on the security required.

The user can sync the emails where the user will not be seeing the emails diary action branches which do not have permission.

317117 - New Mail Merge Fields for Storage and Storage Debtors

New Mail Merge Fields For Storage and Storage Debtors.
Those fields will be pulling a value from Storage > Details tab

Storage Debtor First Name
Storage Debtor Title
Storage Debtor Full Name
Storage Account For
Storage Attention
Storage Email
Storage Order
Storage File
Storage Date In
Storage Reference In
Storage Date Out
Storage Reference Out

For those merge fields, note the Email Source needs to be 'Storage' (Report Configuration > Email > Source).

Add the Merge fields to the Email Template

317608 - New System Parameter - 'VerifyFromEmailAddress - To set the from email address (sentonbrhalf) when email is sent from mail box and not email account

To set the from email address (sentonbehalf) when email is sent from mail box and not email account. Previously, if email account is not configures in mailbox, email is sent via outlook would not send an email and bounces back to inbox.

Code: VerifyFromEmailAddress
Description:To verify the from email address to set as email account address if it is accessed from mailbox and not mail account.
Options:N = No, Y = Yes
Default:N

The user can set the email address in User Details right table, Send Mail Using outlook = Y, the email account is not configures in mailbox where the email sends successfully without bouncing back.

318260 - Bug Fix - Fixed Paragraphs lookup based on system parameter 'DisplayOnlySMSParagraphs'

Fixed Paragraphs lookup based on system parameter 'DisplayOnlySMSParagraphs'. Previously, all paragraphs were listed in SMS lookup.

The user can set the below system parameter to 'Y', set the default field of Paragraph records to 'SMS' and click on Paragraphs button in SMS screen which will filter only the records set as 'SMS'.

318330 - Bug Fix - Fixed contact tab records displaying email diaries not related to RP numbers

Fixed contact tab records displaying email diaries not related to RP numbers. Previously, email sent/received diary actions in removals contact tab displayed records not related to the RP number opened.

The user can check the waybill toggle where the email entries include both emails sent from waybill and in removals.

When the toggle is unchecked, emails sent from waybill is hidden.

318544 - New Waybill Email Mail Merge - CRN

Added a new Waybill email merge field 'CRN'

In Report Configuration Screen > Email Setup, Select and add 'CRN'

318584 - Bug Fix - Fixed signature not changing automatically when changed in signature option of emails screen.

Fixed signature not changing automatically when selecting in signature drop down menu of emails screen. Previously, when signature is selected in signature option, the signatures did not change in email screen when clicked on reply button.

The user can select an email record, click on reply button, change the signature from signature option drop down menu where the signatures will be changed accordingly.

319372 - Bug Fix - Fixed long email signature to be sent withouyt any errors

Fixed long email signature to be sent without any errors. Previously, if signature is too long, will display an error when user tries to send it.

The user can select an email signature which is long and try sending an email. The email is sent without any errors.

320733 - Bug Fix - Fixed item error displayed on adding the text more than 32000 characters in contact tab.

Fixed item error displayed on adding the text more than 32000 characters in contact tab. Previously, on adding a new diary action 'Email Received' with long text and saving will display an error.

Fixed Attempt to exceed maximum character error on changing the subject of long email diary action and saving in Contact tab.

The user can click on 'Add' button, enter the long text and click on Add button on left where there is no error. The respective diary action is added.

The user can change the subject text of email diary action having long text and click on Save button where there is no error of ''Attempt to exceed maximum number of characters''.

321711 - Bug Fix - Fixed email body getting cut for html editor systems when email is synced and linked to create diary.

Fixed email body getting cut for html editor systems when email is synced and linked to a removal. Previously, when a long email is synced, linked to a removal the email body is getting cut when viewed in Contact tab.

Code: sysparam-spare9[13] = Y
Description: Use HTML Editor

The user can sync a long email which is more than 32000 characters, link to a removal using the drop down box, click on 'create diary entries' button which creates the 'Email Received' diary action to the removal selected.

The editor body of contact tab displays the whole email body text synced through Outlook Inbox screen.

322616 - Merge Field Extension - Added the ability to add merge field and display survey time based on condition.

Added the ability to add merge field and display survey time based on condition. Previously, user was able to set and display just the Survey Time in reports but now it allows the time to display based on condition set in report configuration.

The user can set the below format text in report configuration email tab in body section. If Survey Time is less than 12 o clock then time value displayed is Survey Time + 2 hours. If Survey Time is greater than equal to 12 o clock then the time value displayed is Survey Time + 4 hours.

324426 - Extended System Parameter to link only removal records matching the email address when synced with outlook

Extended System Parameter to link only emails to removal matching the email address when synced with outlook. Previously, setting the below system parameter to 'Y' would not link any records.

Code: sysparam-spare9[3]
Description: Don't match email on outlook import

The user can set the below system parameter to 'N' and sync the outlook emails which links all the emails to Removals/Debtor/Creditor/Agents/Waybill matching the email address, subject accordingly.

If the below system parameter is set to 'Y' and sync the outlook emails, the records are linked only to removals matching the email address and removal plan number with subject.

If the below system parameter is set to 'R' and sync the outlook emails will link only the removals matching the email address and not debtors/creditors/agents.

325907 - Bug Fix - Fixed email reports to convert the HTML tags when HTML editor is enabled.

Fixed email reports to convert the HTML tags when HTML editor is enabled. Previously, when the companies enable HTML editor, view the report email text in email screen, the URL link text is displayed along with actual URL rather than just URL text.

Code: sysparam-spare9[13] = Y
Description: Use HTML Editor

The user can enable the below HTML editor system parameter which displays the popup to convert the report HTML tags, click on 'Yes'.

The URL link text of email body in Email Setup tab of report Configuration is converted URL link text without the actual URL.

326671 - New screen 'Recent Email' on Address Book to show/edit user recent email list.

Added new screen 'Recent Email' in Address Book to allow users to edit their recent emails list.

In this screen, user be able to select the email and delete the email from the recent email list.
User is also to clear all recent email list.

Address Book > select Recent Email from selection list

• button 'Delete All Emails' to delete all recent email lists

• button 'Delete Selected Email' to delete the selected record on screen

327188 - Security - Added security check on assigning removals plan number when outlook emails are synced

Added security check on assigning removals plan number when outlook emails are synced. Previously, when outlook emails are synced, the records are linked to removals where the user did not have access to view those removal plans.

The user can sync the outlook emails (Inbox/Sent) where the emails are linked to the removals where the user have access to the branch linked by removal.

327851 - Bug Fix - Fixed signature combo box to be displayed.

Fixed signature combo box to be displayed. Previously, the user could not select the signatures as the combo-box is hidden when email screen is opened.

The user can click on MoveTransfer button which opens the email window and signature combo-box is displayed.

306814-020 - Bug Fix - Fixed Date Uplift merge fields with advance condition formatting set in report configuration.

Fixed date merge fields with advance condition formatting set in report configuration. Previously, when Date Uplift merge fields are used with advance condition formating of days and equal/not equal to etc will not merge the dates as expected.

The user can set the below date merge field conditions in the report configuration and click from removals report drop down where the dates are displayed accordingly.

BLANK DATE
DATE IS THERE

319290-078 - New System Parameter - 'LinkRemovalUsingFile' - To link the outlook emails with removals matching the removal File Number

Added a new system parameter to link the outlook emails with removals matching the removal File Number. Previously, the outlook emails linked to removals matching removal plan number or email address.

Code: LinkRemovalUsingFile
Description: To link synced outlook emails to removal based on File Number
Options:Y - Yes, N - No
Default:N

The user can sync the outlook emails where the records matches to removals File Number with subject of email record.

317403 - New System Parameter - 'DisplayMMInRemovalsLookup- To display Move Manager column in removals lookup.

Added a new system parameter to display Move Manager Column in removals lookup.

Code: DisplayMMInRemovalsLookup
Description: To check toggle in Removals lookup for displaying Move Manager column.
Options:N = No, Y = Yes
Default:N

The user can click on 'Link To removal record' button where the removal lookup dialogue is popped.

If the below system parameter is enabled, toggle above MM column is checked, Move Manager (MM) column is displayed and SalesRep Column is hidden.

If the below system parameter is disabled, toggle is not checked, SalesRep Column is displayed and Move Manager column is hidden.

318384 - Enhancement - Resize Email Window Base On User Screen Resolution Settings

Automatically resize Email window based on User Screen Resolution settings.
Previously, the email dialogue size was fixed. Some companies with the HTML interface users often had tables included in the email content and having small Email dialogue was hard to manipulate.

To set user screen resolution:
Window > Change user Defaults > Screen Resolution

The height of Email window size will be approximately 80% of user screen resolution.
The width of Email window size will be approximately 60% estimately of user screen resolution.

327861 - New System Parameter - To build the mail box accounts from employee field to fix the Outlook Inbox screen delay.

Added a new system parameter to build the mail box accounts from employee field to fix the Outlook Inbox screen delay. Previously, when user opens the screen, takes a while to build the Folder combo-box and user must wait for the entire screen to load.

Code: DoNotLoadOutlookMailBox
Description:To not load mail box accounts to build folder combo box.
Options:N = No, Y = Yes
Default:Y

The user can enable the below system parameter, open the below screen and see a red refresh button beside 'Folder' combo-box.

The combo-box list is empty on first time they open the screen. Click on the red refresh button which builds the list from outlook accounts.

Close and open the screen again. Drop down the combo-box list where the user can select the desired inbox/sent items to view the emails.

304856 - Flag Timesheet codes to be excluded from the Operations Timesheets screen

Timesheet codes are setup in Moveware and can be assigned to employees for a period of time to flag them as on leave, sick, training, etc.

These allocations then display in the Daily Diary to indicate the employee is unavailable for selection during these times.

When these are allocated to the employee they then flow through to the Operations Timesheet screen.

In the past Moveware did not have a method for allocating Timesheet codes to employees that would just flag them as unavailable and not have this flow through to the Timesheet.

Moveware has now made this possible.

To setup a Timesheet code to not display in the Operations Timesheet, go to Administration > Codes Management. Filter the list by Type = 'Timesheet'. On the screen is a field labelled 'Excl from TS'. Set this field to Y to exclude the current code from displaying the Operations Timesheet. Once this has been setup, employee can be assigned this timesheet code to mark them as unavailable in the Daily Diary and have this allocation not flow through to the Timesheet.

318383 - New System Parameter - 'SetSecurityOnEmployeeFolder' - To display employee management folder based on security groups.

Added a new system parameter to display employee management folder based on security groups. Previously, employee management folder is visible to all users.

Code: SetSecurityOnEmployeeFolder
Description:To set security groups for employee management folder.
Options:Blank, N, comma seperated security groups
Default:Blank

The user can set the below system parameter with comma separated security groups and the user logged in has the above security group will have the visibility of employee folder else the folder is hidden.

If the below system parameter is set to blank or 'N' then the folder is visible.

307666 - Added ability to Import Foreign Currency Journals

We have added an extra column to the General Ledger CSV import to allow foreign currency journals to be imported.

If you leave the extra column blank it will assume it is a local currency journal only

The change has occurred in the General Ledger > Journals screen. We have modified the import CSV dialogue box and the accompanying import procedure to cater for foreign currency journals

307720 - Tax on Finance Charge - Receipting and Payments

In the past, when a user creates a debtor receipt or a creditor payment, they have been able to allocate a finance charge to the journal, however the finance charge was never created with a tax component. In many countries and regions of the world the finance charges are applicable to tax and must have a tax component.

Moveware has added this ability to both the Debtors Receipting and Creditor Payments screens.

In Debtors Receipting and Creditor Payments, Moveware has always had a Finance Charge field to enter the amount of the charge. Now a Tax Code field has been added for users to select the tax code to be used when processing the receipt or payment.

The tax code for the finance charge will default to that of the General Ledger setup for the Finance Charge control account. The sub code can be setup with a Tax Code, which flows through to the general ledger accounts. Users can manually adjust the Tax Code selected on the Debtors Receipting and Creditor Payments screens.

314848 - New System Parameter - 'DisplayCancelReasonWindow' - To display Cancel/Un-Cancel reason window on cancelling the Invoice

Added a new system parameter to display Cancel/Un-Cancel reason window on cancelling the Invoice. Previously, the above functionality was present only on Cancel/Un-cancel of Purchase and to keep it consistent added for Invoice.

For system parameter enter the following:
Code: DisplayCancelReasonWindow
Description:To prompt a Reason window to cancel/un-cancel the invoice
Options:Y - Yes, N - No
Default:N

The user can enable the system parameter and click on yellow cancel/un-cancel button to cancel the invoice which on confirming will display the Reason window. The text entered will be logged in event logs.

If the system parameter is disabled, the above window is not displayed.

314978 - Set up the default screen for fields in customer Management to set default values on Add and Copy.

Set up the default screen for fields in customer Management to set default values on Add and Copy.

Setting in Default Screen for Print Statement and Print Invoices fields.

The user can add or copy the debtor in details tab such that Print Statement and Print Invoices fields are displayed as 'E'.

316743 - Modified System Parameter - UpdatePOApproverOnPOApprovedDateChange

Existing system parameter UpdatePOApproverOnPOApprovedDateChange. From purchase approval screen, previously if the system parameter is set to R, users are restricted and cannot see purchases under another user. This is now changed so any user can see purchases under another user, however they cannot approve the purchase unless it is their own purchase.

Code: UpdatePOApproverOnPOApprovedDateChange
Description: UpdatePOApproverOnPOApprovedDateChange
Options: N- No, Y-Update approver, R-Restricted
Default: N

From purchase approval screen, users can change the filter for sales rep and see anyone's purchases. Approval of someone else's purchase is still restricted if system parameter is set to R

316881 - New System Parameter - Allow multiple final approvers on Purchases

A new system parameter has been added to extend the final approver functionality and allow multiple final approvers. In a previous version of Moveware the ability to have a final approver on a purchase was implemented. This meant that a purchase was not approved until the allocated final approver approved the purchase. The original design only allowed for one final approver. This parameter now allows for multiple final approvers.

Several Moveware clients have purchases that cover multiple removals across multiple branches. In these instances, the move managers of these removals need to first approve the charges and send these onto their allocated final approver to finish off the approval process. Due to there being multiple branches there are in many cases multiple final approvers required to approve elements of the purchase. Therefore, multiple final approvers need to be allocated to the purchase.

Code: AllowMultipleFinalApprover
Description: Allow multiple final approvers on Purchases
Options: Y- Yes, N - No
Default Value: N

When this parameter set to Y the Final Approver field on the purchase is expanded. Users can append to the final approver list. Final approvers are not able to begin approving the purchase until all the first level approvers have completed the first level approval process. Once each final approver approves the purchase they will be removed from the list of final approvers until the last final approver is left. Once the last final approver approves the purchase, the purchase then become approves. The last final approver will remain on the purchase while a history of all the final approvers is kept on the purchase.

317707 - Bug Fix - Fixed send-records error when creditor lookup is opened and a row is selected.

Fixed send-records error when creditor lookup is opened and a row is selected. Previously, when a row is selected in creditor lookup and clicked on OK button will display an error.

The user can select a row from creditor lookup, click on OK button to select a creditor.

318004 - Task Calendar - Enabled filters in Task Calendar of CRM screen.

Enabled filters (Branch, SalesRep, Comp, and Type) in Task Calendar of CRM screen. Previously, these filters are visible only in Appointment Diary (for everyone) screen.

The user can view the filters even in CRM screen along with Appointment Diary screen.

318143 - Extension of System Parameter - Send Reminder with Purchase Approval

To be used in conjunction with system parameter 7[3] (sysparam-spare7[3]

When the system parameter is turned on, purchase approver set in Purchase screen should get notifications when they have purchases to approve.

Code: sysparam-spare8[29]
Description: Send Reminder with Purchase Approval
Options:N - No, Y - Yes
Default: N

When create new purchase and add purchase approvers, all purchase approvers should get notifications.

The trigger is to modify purchase approvers on a purchase, any additional purchase approver should get notification.

318860 - New System Parameter - To set Default CRM Account Manager Filter to User

Added a new system parameter 'Default CRM Account Manager Filter to User' to set Default CRM Account Manager Filter to be the User in the CRM Search screen.

Code: CRMSearchDefaultMGRtoUser
Description: Default CRM Account Manager Filter to User
Options: Y - Yes, N - No
Default: N

CRM Management > Search screen

319326 - New System Parameter - to include Invoice Revenue Date in Accounting and Period Close Dates

Enhancing System Parameter Use Rev Date On Invoice so that the Revenue Date Field will be validated in line with the Accounting and Period Close Dates.

Code: UseRevDateOnInvoice
Description: Use Rev Date On Invoice
Options:N, Y, V
Default:N

Set System Parameters
ValidateCloseDateOnSave = Y
ValidatePeriodOpenOnSave = Y
and
UseRevDateOnInvoice = V

Set the Debtor Invoice close date to the 30/06/18 in Accounting Close Dates.

Input 25/06/18 into the Revenue Date field and the System will warn the user and automatically updated the Date to 01/07/18 which is the next available Invoice Date in an open period.

319699 - Bug Fix - Fixed 'No Customer available' error and Invoice Name field to be hidden.

Fixed 'No Customer available' error and Invoice Name field to be hidden. Previously, on opening the screen above error is displayed along with Invoice Name field displaying in details tab.

The user can open the below screen without any error displayed.

319869 - Validation - Added validation for Account date prior to branch close date on posting the purchase.

Added validation for Account date prior to branch close date on posting the purchase. Previously, user is allowed to post the purchase even if Account date is set to prior to branch close date.

Code: ValidateCloseDateOnSave = Y
Description: Validate Close Date On Save

The user can set the Approve Date and click on post button which displays the validation message if Account date field is prior branch close date.

320821 - Bug Fix - Fixed binocular button to open storage lookup if Ref column is assigned to a storage in Purchase Approval screen.

Fixed binocular button to open storage lookup if Ref column is assigned to a storage in Purchase Approval screen. Previously, if detail line (Ref column) is assigned to a Storage record, no lookup is opened.

The user can select a detail line and click on binocular button which open Removals/Waybill/Storage lookup accordingly based on Ref column assigned.

321005 - New System Parameter - To display removal records linked to both Parent and child in CRM jobs tab.

Added a new system parameter to display removal records linked to both Parent and child in CRM jobs tab. Previously, when user is in Parent record, removals record linked to just the Parent record are displayed and not the children.

Code: CRMJobsChildLink
Description:To display removal link records of both Parent and child in CRM Jobs tab.
Options:N = No, Y = Yes
Default:Y

The user can enable the below system parameter, when the user selects the Parent record in CRM > Search screen, removals records linked to both Parent and child are displayed in Jobs tab based on the 'Corporate Jobs Only' toggle.

If the toggle is checked, removals either with Third Party field or Corporate fields linked to Parent/Child CRM record are displayed.

If the toggle is un-checked, then removals Bill To linked to either Parent/Child are displayed.

If the user clicks on the children CRM record, then removals linked to just that record are displayed.

321027 - Added Group filter in the Linked Accounts lookup.

Added Group filter in the Linked Accounts lookup.

The user click on the 'Linked Accounts button, choose one of the radio button. The 'Choose Linked Children' lookup is opened with Group filter next to Address lookup to filter the records accordingly.

321261 - New System Parameter Update - Send reminder With Purchase Approval

Added more options for the 'Send Reminder with Purchase Approval' system parameter, can now be set with four options;

N - no notification
Y - e-mail sent & reminder
A - only reminder
E - only e-mail

Code: sysparam-spare8[29]
Description: Send Reminder with Purchase Approval
Options:
N - no notification
Y - e-mail sent & reminder
A - only reminder
E - only e-mail
Default: N

When purchase is approved, if system parameter is set to Y, send both email and reminder, if set to A send reminder only, if set to E send email only

321970 - Disable Special Tax Popup Message

Default Function when I or E was included in the Tax Case Code then the user would get a warning to check with Accounts/Finance, this was designed specifically for one client and therefore we have created a system parameter to override.

Code: DisableSpecialTaxPopup
Description: Disable Special Tax Popup Message
Options: Y/N
Default: N

323107 - Invoice Update - New Costing Tab

For systems that generate Invoices from Costing, Moveware has added a Costing tab to the Invoice Update screen. The Costing tab will display the Cost Option(s) that were used to create the selected Invoice. If the selected Invoice was not created from a cost option, then the Costing tab will be disabled.

The Costing tab will display all the cost options used to create the invoice. If systems are using Combine Cost Invoicing, then all the cost options for that specific invoice will be displayed. If the cost options are from different removals/jobs, then a Removal/Job column will be displayed in the Cost Option Header to indicate which removal/job it relates. If the cost option(s) are from the one removal/job, then the Removal/Job column will not be displayed.

The Costing tab is read only. No changes can be made to the cost option from Invoice Update. User must go into the removal/job and adjust any costing required for the invoice.

323425 - New System Parameter - To point attachment folder to job folder when created purchases from costing tab

Added a new system parameter to point the attachment folder to the job folder when creating purchases from costs in removals management screen.

Previously, when clicking at attachment icon in the dialogue to create a purchase from costing tab it is displaying the creditor attachment folder.

Code: POAttachUseRPFolder
Description: PO Costing Attachment button uses RP folder
Options: Y = Yes, N = No
Default: N

The user can enable the below system parameter.

323642 - Bug Fix - Purchases screen where order date and by disappear

From Purchase Invoice screen, convert a purchase order into purchase and save the purchase invoice, the Order Date and By disappear, this was only happening for companies using multiple or final approval, this is now fixed.

Code: sysparam-spare7[3]
Description: Use Purchase Approval

Turn on system parameter 'Use Purchase Approval' to M or F, From Purchases screen, convert a purchase order into invoice, and make some changes and save, the Order Date and By should remain the same as on the purchase order

323714 - Bug Fix - Where two users could post the same purchase invoice

This is now fixed from Purchase Invoice screen, there is now a check before posting to see if the same purchase invoice has already been posted to General Ledger, and disallow posting again

From Purchase Invoice screen, post a purchase invoice, if the purchase invoice is already posted by another user recently, and the screen hasn't refreshed. The posting should not be allowed as the actual purchase invoice was already posted

324274 - Reset approver and date when purchase invoice is reversed to N

For companies using purchase approval, if a purchase is reset to N, either from A or from U, the approver and approval date will be reset to blank, the user will need to enter approver again and get it approved before they can post again.

Code: sysparam-spare7[3]
Description: Use Purchase Approval
Options: N - No, Y, -Yes, M - Multiple, F- Final
Default: N

From Purchase Invoice screen, if a purchase invoice is reversed to status N, then the current approver and approval date will be cleared

326446 - Bug Fix - Added branch security in missing places of queries.

Added branch security in missing places of queries. Previously, users were able to see the History records of removals even when they did not have permission for that branch.

The users can set the branch security in Employee Management and click on History tab in Customers Management where the removal records are displayed of branches where users have permission to see.

326547 - Bug Fix - Fixed Rates and Value columns fetching values with taxed twice.

Fixed Rates and Value columns fetching values with taxed twice. Previously, when Invoice charge line is added the rate and value fetched incorrect values when 'Rate Inclusive of Tax' field is checked in Rates management.

Code: sysparam-spare8[8]
Description: Use New Tax Code Setup
Value: N

The user can add Invoice charge line in below screens for the removal product in Rates Management where Rate Inclusive of Tax field is checked which adds the Rate value with the value set in Rates Management and no Tax on top of that value.

327998 - Bug Fix - fixed journal type to reversal instead of reverse

Found a bug in journal type setting, where it was set to 'Reverse' but should be 'Reversal' to be consistent with the system, this is now fixed

From Journal screen, filter by 'Reversal' and see all reversal journals, they should not be 'Reverse'

328208 - Resizing Debtor Ageing Screen for all resolution to use same sizing as the Debtor Management screen.

Previously, the Debtor Ageing screen was displaying as screen resolution 1024 x 768.
Now, the screen can display the full screen based on the screen resolution.

Window > Change User Defaults > Screen resolution

Debtor Ageing screen (Debtors > Debtor Ageing)
User can set the screen resolution via Modify User Details screen (Window > Change User Defaults) and Debtor Ageing will resize the screen based on the user's screen resolution

328423 - New Control Account - Card Surcharge

A new General Ledger Control Account has been added to Moveware. The Control Account is called Card Surcharge. Any account created with this control account will be used when processing online payments direct into Moveware.

In the past Moveware has used the Finance Charge control account, however these type accounts don't specifically apply to credit/debit card charges. It was determined that a unique Control Account was required for credit/debit card charges processed online.

In General Ledger > Setup, the Linked field now has an option of Card Surcharge. Set this on the account required for specific credit/debit card charges that incurred through processing online payments.

280921-083 - New System Parameter - to activate new date fields for invoice

New system parameter called 'InvoiceShowServiceDate' has been added. The system parameter will activate new fields on the Invoice screen depending on the parameter value based on the conditions described in the Usage section.

Code: InvoiceShowServiceDate
Description: Show Service date on invoice
Options: Y = Yes show From and To dates, S = Show single Service Date, N = No
Default: N

InvoiceShowServiceDate = 'Y' then shows both From and To Service dates
InvoiceShowServiceDate = 'S' then shows single Service date

If InvoiceShowServiceDate also contains a V (eg SV or YV) then the service dates will also validate on save (not blank).

317311P - Bug Fix - Fixed owing amount when invoices are combined with partial payment of same customer and same branch.

Fixed owing amount when invoices are combined with partial payment of same customer and same branch. Previously, owing amount calculation is not calculated correctly.

The user can select the invoices with same debtor, Source (src) = R with one invoice being partially paid.

Click on 'Combined Selected Invoices as Single Invoice' button and click OK again which combines into single invoice and Owing field is the sum of all the combined invoices owing amount.

317311T - Bug fix - fixed multiple invoice print from invoice update screen

When printing multiple invoices from the Invoice Update screen, if the user hits Cancel, the invoices are still getting printed, this is now fixed

From Invoice Update screen, select multiple invoices to print, then click on Cancel, no invoices should be printed

317835 - Allow negative value for volume in invoice charge lines

As it is possible to enter negative volume from storage charge lines, the volume field in invoice charge lines has been changed to allow negative values as well

In Invoicing menu or Invoice screen, there should be no error message for invoice charge lines with negative volume carried over from Storage module.

319323 - Internal Billing Sequencing

Ability to have different Internal Invoice Sequencing when doing Intercompany Billing.

Code: UseIntercompanyInvoicing
Description:Use inter company invoicing between customers
Options:Y = Yes, N = No
Default:N

Setup System Parameter
To enable the ability for intercompany invoicing, systems require the below system parameter.

With this parameter set to Y users will get access to the Project and Project Branch fields on the invoice screen. These fields also rely on the setup of the Debtor to display, but without this parameter they will never display.

Debtor/Customer
To the intercompany invoicing, Moveware needs identify which debtors/customers are involved the intercompany invoicing. To do this the debtors/customers need to be setup with Type = Intercompany. The list of types available for debtors/customers will need to setup such that Intercompany is an option in the list (this is done via either system parameters or codes).
Once debtors/customers are setup as Intercompany, then Project and Project Branch fields will display on the invoice when these debtors/customers are used (see below).

The Project fields relate to jobs performed by other branches within Moveware. When invoicing the internal debtor/customer the invoice can reference the job number used by the other branch, and also identify the other branch to which they are charging. These fields can be manually edited and are not validated to valid removal plans and branches in Moveware. This is so external projects or branches to Moveware can be used in this system.

Invoice Numbering
The intercompany invoicing system is designed such that Moveware creates invoices that are not official invoices. They are just used internally to the company running Moveware. Therefore a separate invoice numbering sequence can be setup to keep the numbers separate from actual invoices. The branch prefixes that are setup for the actual invoices will still apply to this invoice numbering also.
To setup the number go to Codes Management and filter the list by Sequence. Add a new code as displayed below.

There are few fields to take note of:
Current Value: this hold the current number of the last intercompany invoice that was produced. For setup this can be any number.
Format: this determines the format when the invoice is created. In the above the Current Value is 0 and the Format is 9999999. When the first invoice is created the number used is ‘0000001’. Without the Format the number would just be ‘1’.
Prefix: this is an extra prefix to add to the invoice number to extend the existing branch prefix. It is designed to help separate the intercompany invoicing from the actual invoicing. Systems could use ‘-‘ or ‘-IC-‘ to create invoice numbers ‘SYD-IC-0000001’.
Prefix: this is an extra prefix to add to the invoice number to extend the existing branch prefix. It is designed to help separate the intercompany invoicing from the actual invoicing. Systems could use '=' or '-IC-' to create invoice numbers 'SYD-IC-0000001'.
Branches: during setup only specific branches can be given access to the intercompany number by having the branch(es) listed in the Branches field. This is a way of controlling the rollout of this feature.
Another feature that has been added to help with setup, is for systems to be able to exclude specific debtors/customer from this feature. The debtors/customers may be setup in Moveware as Type = Intercompany, but for whatever reason they do not need this number feature. To exclude these debtors/customers place their debtor/customer code into a comma separated list in the field highlighted below.

324690 - Bug Fix - Extended number of digits in Currency Exchange Screen

Currency exchange rates now extended to 12 digits

From Currency Exchange screen, if exchange rate is 12 digits, Moveware should not generate any errors

330207 - Cost Invoicing - Column sorting and holding selection

For system who use Combine Cost Invoicing, a few enhancements have been made to the screen in 8.4. First column sorting has been enabled on all columns, and the selecting of the cost options has been enhanced to hold the selected after the list has been filtered.

1. Column sorting can be achieved by clicking the column heading. The first click will sort in ascending order, the second then descending order.

2. Selecting the cost option to combine is done by double clicking on the cost option or filtering the list and clicking the Select All button to select all visible cost options. Once a selection has been made and the user filters the list such that the selected cost option(s) are not visible, the cost option(s) remain selected in the background. Then once the user filters the list to then make these cost option(s) visible again, they will still be flagged as selected.

330296 - New Validation - Customer Type to be modified based on the User Security Groups

Added new validation on Customer Type field based on specific user security group (Security Grps field) in Codes management.

Codes Managment > Cust Type

In Security Groups field - Set the employee security group.

User can set a required security group in a field called 'Security Grps' in Codes Management for Cust Type record type. User will get a validation message when Customer Type field is modified and if the user's security group do match the security group set for that Customer Type record.

The users who have the security group for the Customer Type set will be able to modify the record and save it.

330299 - New System Parameter - To copy the invoice file to specific folder based on branch.

Added a new system parameter to copy the invoice file to a specific folder when user PDFs the invoice. Previously, the invoice file is just copied to Debtor and removal folder linked to that invoice.

Code: CopyInvoiceInSpecificFolder
Description:To copy the pdf invoice to a specific folder.
Options:N = No,Folder Path, Blank
Default:Folder Path

The user can set the necessary folder path in below system parameter value and save.

The user can click on PDF button in Invoice screen which saves the file in removal, debtor folder (if system parameter 'Save Invoices to Debtors Folder Structure' is enabled) and to the specific folder path set in the below system parameter with respective branch of invoice record.

313271 - Ability to Mass Change Fine Art or Asset Management Objects Status & Filter by Inactive Objects from Job Inventory

In the mass object edit screen for fine art/asset management jobs, we have added a new 'status' selection to allow users to set mass objects to 'Active' or 'Inactive'.

A new toggle in the Reference/Barcode header column of a fine art or asset management job will allow user to filter by inactive items only. The user can then clear out those items from a job.

1. Go to a Fine Art/Asset Management Job's inventory tab and double click to select multiple items; click on the 'Change properties of selected object(s)' button (dark blue reverse arrow)

2. Set the 'Status' combo-box to the desired status and click OK.

3. The selected objects will inherit the new status.

4. Select the 'Show Inactive Objects Only' toggle in the Reference/Barcode column header to filter by Inactive items.

5. Click the Clear (red cross) button to remove the Inactive objects from the Job.

318457 - Bug fix from receipting screen regarding discount tax

Previously from Receipting screen, Discount tax is not included in the receipt journal, this is now fixed so it works the same as from Apply screen.

Need to set up discount control accounts and tax accounts.

From Receipting screen, receipt an invoice with tax, and give it discount, discount tax should then be generated in the journal entry

323422 - Added missing event logs to track location changes

Additional event logs have been added where they were previously missing on change of location of Fine Art/Asset Management Objects. Users should be able to use the event logs to track changes of locations to the objects

An event log should be created each time an object's location changes

327954 - Removals Inventory - New feature to show Inventory Checklist View

Added new feature to show Inventory Checklist view (Mobi) in Removal Inventory screen

Removal Management > Inventory tab (for both Inventory and Object view):

• button 'Change to Checklists view'

• button 'Show Checklists Total'

294047 - New System Parameter - Hide Waybill Charge Tab

A new System Parameter has been created, to hide the Waybill charge tab, since it has been replaced by the Costing functionality in Moveware.

Code: HideWaybillChargeTab
Description: Hide Waybill Charge Tab
Options: Y- Yes, N - No
Default Value: Y

When this parameter set to Y, the tab ''Charges'' in the ''Waybills'' screen will be hidden.

316006 - New System Parameter - 'DisplayTruckRequired' - To display Trucks Required column in Daily Diary screen.

Added a new system parameter to display Trucks Required column in Daily Diary screen. Previously, this column is visible for all companies.

Code: DisplayTruckRequired
Description:To display Trucks Required column in Daily Diary screen.
Options:N = No, Y = Yes
Default:N

The Trucks Required column is visible only if the below system parameter is enabled else the column is hidden.

316736 - Modified System Parameter - Lock Ops Diary Type

When this system parameter is set to Y, user closes or cautions a day for a particular type if diary(for example operations or sales), and add notes, previously the notes was added for ALL diary actions on that day, this is now fixed so only diary actions of the selected type will have the notes updated.

Code: LockOpsDiaryType
Description: Lock Ops Diary Type
Options: N - No, Y - Yes
Default: N

From Ops Diary, click notes icon, then close or caution the day for a particular type of diary, add notes, the notes are only created for that type of diary

317984 - Bug Fix - Fixed survey hours assigning more hours when database is using period.

Fixed survey hours assigning more hours when database is using period. Previously, assigning survey hours with period would set the survey time for more hours rather than set hours in removals details.

Code: sysparam-spare8[21]
Description: Use Comma as Decimal Point

The user can set the survey hours in removals details and view in Appointment Diary which would display the correct survey hours.

318399 - New System Parameter - to show only unused resources in Ops Diary

Added a new system parameter 'Show unused resources in Ops Diary' to provide the ability to display only unused resources in Ops Diary.

When clicking the Name column header of Resource, the record will be filtered by these following orders:

• resource (All)

• resource (Totals)

• resource (Unused) - based on system parameter setting

• resource (Selected)

• resource (Available) - based on system parameter setting

Code: ShowUnusedResources
Description: Show unused resources in Ops Diary
Options: Y - Yes, N - No
Default: N

Ops Diary > Vehicle/Labour browser > on click of Name column header

320357 - Bug Fix - Fixed creating duplicate appointments on updating the status each time.

Fixed creating duplicate appointments on updating the status each time. Previously, the appointments synced to outlook each time the status is changed.

If there are multiple attendees, send on behalf permission needs to be set.

The user can add the survey appointment and change the status, where the appointment are not duplicated.

320658 - New System Parameter - to Enable Quick Paste Resource on Ops Diary.

Add new system parameter to Enable Quick Paste Resource on Ops Diary.