Moveware 9.0 Release Notes

411102
Enhancement - Extended function for the 'Job Type Cost Centre' toggle

We have extended the functions for the 'Job Type Cost Centre' toggle on the Cost Centres screen, to be able to exclude the cost centre from lookups on Removals, Storage Management, and Rate Request screens with options 'S', 'F', 'A', and 'R'.

Previously, only 'Y', 'N' and 'Blank' options were available.

Administration > Setup > Cost Centres > 'Job Type Cost Centre' toggle

R = this would show the Cost Centre in Removals, but excludes it on Rate Request and Storage Management search and details tab selection
S = this would Show the Cost Centre in Storage Management, but excludes it on Rate Request/Quotes to Agent and Removals search and details tab selection
A = this would show the Cost Centre in Removals and Rate Request/Quotes to Agent, but excludes it on Storage Management search and details tab selection
F = this would show the Cost Centre on financial related screens such as Invoicing and Purchases, but exludes it on Removals, Storage Management and Rate Request/Quotes to Agent search and details tab selection

Y and Blank = no change to functionality

402979
Enhancement - Added setting defaults 'Claim Type' and 'Cause By' options for each Type

We have added the setting defaults 'Claim Type' and 'Cause By' options for each Type on the Codes Management screen.

Removals > Claim tab > select Type field > Claim Type and Cause By option will be shown depending on the settings in Codes Management.

Administration > Codes Management

1. 'Claim Type'

Code Type = 'Claim Type', in the Default Type field set a list of Types that will show for this Claim Type option.

2. Cause By

Code type = 'Claim Cause', in the Default Type field set a list of Types that will show for this Cause By option.

411096
Enhancement - Extended function for the field 'Exclude from RP Lookup'

We have extended the functions for the field 'Exclude from RP Lookup' in Branch Management, to exclude the branch from lookups on Removals, Storage Management, and Rate Request screens with options 'A', 'S', and 'R'.

Previously, only 'Y', 'N' and 'Blank' were available.

Administration > Branches > Setup > 'Exclude from RP Lookup'

R = this would exclude the Branch from Rate Request/Quotes to Agent search and details tab selection
S = this would exclude the Branch from the Storage Management search and details tab selection
A = this would exclude the Branch from the Removals, Storage Management and Rate Request/Quotes to Agent search and details tab selection

Y and Blank = no change to functionality

411948
New System Parameter - Disable Weekend Alert

We have added a new System Parameter to disable the 'Weekend Alert' that pops up when a user assigns a date on a weekend.

Administration > System Setup > System Parameters

Code: DisableWeekendAlert
Description: Disable Weekend Alert
Options: N = No, Y = Yes
Default: N

407852
New System Parameter - Always open file when print PDF

When printing/saving a pdf, this new System Parameter will allow the system to open the pdf file right away instead of prompting user to open the file.

Administration > System Setup > System Parameters
Enable the System Parameter by setting it to 'Y'

Code: AlwaysOpenFileWhenPrintPDF
Description: Always open file when print PDF
Options: N = No, Y = Yes
Default: N

410816
New System Parameter - Set default date range of Task Diary

A new System Parameter has been added to set a specific amount of days as the default date range on the Task Diary screen.

Administration > System Setup > System Parameters

The user can set a specific amount of days as the default date range in the System Parameter 'Value' field. Press F2 to run the Task Diary screen (or navigate via Organizer > Task Diary) > the date range has been automatically set following the value of the System Parameter.

Code: SetDefaultDateRangeTaskDiary
Description: Set default date range of Task Diary
Options: Amount of Days ie. 14, Blank - 14 Days as default
Default: Blank

404866
Enhancement - Added ability to combine credit notes

Enhancement - Added ability to combine credit notes.

413134
Enhancement - Extended maximum field length of Purchase Approval Limit and Costing Approval Value

We have extended the maximum field length of the 'Purchase Approval Limit' and the 'Costing Approval Value' field from a maximum of 999,999,999.00 (11 digits and 2 decimal places) to 999,999,999,999.00 (14 digits and 2 decimal places).

404571
Enhancement - Added a paragraph setting to custom combine invoice chargeline description

We have added a paragraph setting to custom combine the invoice chargeline description when combining invoices which are not linked to cost options.

On Invoice Update screen > select invoices > use combine invoice button

Administration > Company Setup > Paragraph Management
Code Type: Paragraph
Code: CombineInvoiceLineDesc
Description: Combine Invoice Charge Line Description
Status: Active

404787
New System Parameter - Enable Old Code field in search filter of Creditor management screen

A new System Parameter has been added to enable the 'Old Code' field in the search filter of the Creditor management screen.

Administration > System Setup > System Parameters

Code: ShowCreditorOldCode
Description: To show old code on creditor management screen
Options: N = No, Y = Yes
Default: N

397538
New System Parameter - Purchase Line Assigned to Waybill Origin Branch for IS Type Waybill

We have added a new System Parameter to change the branch on the purchase line to be the origin branch of the Waybill (if the Waybill type is 'IS'). This will work when the user types the Waybill number into the Reference field on the purchase line.

Suppliers > Purchases > Charge line

1. Type the waybill number in the 'Reference' (Ref) field on purchase line

2. Press enter

3. The system will change the branch to use the origin branch of the waybill if waybill type is 'IS'

Code: PurchaseLineUsesBranchFromWaybillISType
Desc: Purchase Line uses branch from the origin branch of the waybill if waybill type is 'IS'
Options: Y = Yes, N = No
Default: N

401336
New System Parameter - Use State to determine tax code for Origin, Destination, and Entity

We have created a new System Parameter that enables the setup of a single Origin/ Destination / Entity tax code for each state. Previously, for countries that have different state taxes, each Origin/Destination code needs to have a corresponding tax code set up to represent the state tax. This creates clutters and making tax code maintenance very difficult. Using this System Parameter will eliminate that requirement.

Administration > System Setup > System Parameters

Users can set the System Parameter value to 'Y' where state level tax will apply to all three types: Origin, Destination, and Entity. Any combination of O,D or E may also be used (eg O,D will enable for Origin and Destination but not Entity).

Code: UseStateLevelTaxCode
Description: Use State to determine tax code for Origin, Destination, and Entity
Options: Y = all,O=origin,D=destination,E=entity,N=none
Default: N

410006
Extended System Parameter 'Check CreditLimit On Invoice Save or Posting' to check the credit limit only when posting with option 'P'

We have extended the System Parameter 'Check CreditLimit On Invoice Save or Posting' to check the credit limit only when posting an invoice with the option 'P' or Post. Previously, if the System Parameter had the value 'Y' the system would always check the credit limits on both actions, saving or posting an invoice.

The user can set the System Parameter to 'P' to let the system perform a credit limit check only when posting an invoice. The system will not perform a credit limit check anymore on saving an invoice.

System Parameter 'Check CreditLimit On Invoice Save or Posting' = Y,N,P

404792
Enhancement - Added PO Number filename filter for Puchases and Purchase Order Screens

We have added a P/O number filename filter to the Purchases screen and the Purchases Order screen. When clicking the 'File' button on one of those screens, the filter will now include the filename with the P/O number.

On Purchases screen > 'File' button on the Details section
On Purchase Order screen > Details > File Button at Details section

386051
New System Parameter - Disable Invoice Update clearing current selected records when using filters

A new System Parameter has been added to enable/disable the Invoice Update screen of clearing the current selected records when using filters.

Administration > System Setup > System Parameters
System Parameter = N > records that have been selected on the Invoice Update screen would get cleared when filtered.

System Parameter = Y > records that have been selected on the Invoice Update screen would not get deselected when filtered.

Code:InvoiceUpdateFilterNotClearSelected
Description:Disable Invoice Update clearing current selected records when using filters
Option:N = No, Y = Yes
Default:N

407517A
New System Parameter - Password for Ezidebit refund button in Debtors Inquiry

We have added a new System Parameter to have users enter a password when pressing the Ezidebit refund button in Debtors Inquiry.

Administration > System Setup > System Parameters

Users can define a password directly in this System Parameter.
Whenever a user clicks the Ezidebit refund button the system will display the password input box. If it matches the password on the System Parameter, it will allow them to refund.

Code: PasswordDebtorRefund
Description: Password when refund in Debtors inquiry
Options: Blank = No Password
Default: N

407517E
Enhancement - Dialogue to show unprocessed invoices when using portal payment and ability to export list of processed invoices

We have added a dialogue when a user would like to process invoices with the portal payment (Ezidebit/Bambora). The user can scroll to see a list of unprocessed invoices before processing it.

Once they have been processed, the system will show a prompt to export a list of the processed invoices and let the user select a folder.

Invoice Update screen

1. select unprocessed invoices

2. click bambora or ezidebit button (depends on system parameter)

3. we can scroll down to see all of invoice

4. if we anser YES it will show prompt to export the list of processed invoices

5. if YES then select folder that we want to export

System Parameter "Enable Payment Portal related Moveware functions"
E = Ezidebit
Y = Bambora

407517H
Enhancement - New toggle to filter unprocessed Ezidebit invoices

We have added a toggle on the Invoice Update screen, to hide unprocessed Ezidebit Invoices. Once checked, this button will auto-filter as "Ezidebit" and status as "Y".

System Parameter 'Enable Payment Portal related Moveware functions" is enabled with value "E" (E for Ezidebit).

410365
Enhancement - Sort by R/Plan in Customer Management - Apply screen

On the Customer Management screen > Apply tab, we have added the ability to sort results by R/Plan.

Click on the 'R/Plan' column header to sort results by removal plan.

404516
New System Parameter - Restrict the ability to Cancellation of Cost Options by security group when Actual Cost is not 0

A new System parameter has been added to restrict the ability to cancel Cost Options by security group when Actual Cost is not 0.

The user can enable the System Parameter by setting up a comma-separated list of security groups.

This will apply in all the following scenarios:

-In a job with a cost option with Actual Cost, the cancel button will be disabled and cost option status field is set to 'read-only'.
-When having multiple cost options and the user changes the Job status to 'W', there will be a pop-up informing the user that he is unable to cancel the cost option.

Code: AllowCancelCostOptionGroup
Description: Restrict ability to Cancellation of Cost Options by security group when Actual Cost is not 0
Options: Comma separated list of security groups, N or Blank - No restriction
Default: N

412875
Enhancement - Added rate 'Type' filter for exporting rates

We have added an additional filter for 'Type' when exporting rates.

Administration > Setup > Rates Management > Export button > Select 'Type' to filter > Ok

407129
New System Parameter - Stop Additional Notes HTML from wiping

We have added a System Parameter to show and keep the full HTML format (e.g font, color) when a user double-clicks the Additional Notes in the Removals Diary.

Previously, after saving and re-opening the Additional Notes, the HTML formatting was wiped.

Administration > System Setup > System Parameters

Code: StopAdditionalNotesHTMLfromwiping
Description: Stop Additional Notes HTML from wiping
Options: Y = Yes, N = No
Default: N

406390
Enhancement - New Contact filters

We have added new Contact Search fields:

1. added the name search field

• user can search contact beginning with Title

• user can search contact with name matching

• user can search with the first name matching

2. added a position search field

3. added work search field where users can search with work number matching

4. added an email search field where users can search with email matching

Go to any Removal Details tab, then double click on Attention field

1. User can Filter contact by the Company Name

2. User can Filter contact by Name search field

3. User can Filter contact by the Position field

4. User can Filter contact by the Work field

5. User can Filter conatct by the Email field

413940
Enhancement - 'Bill To' field background colour based on customer group

Currently, there is a System Parameter called 'To highlight removals Bill To field based on Customs Group colour set in codes management' which is set to turn on a feature where if the Bill To customer is in one of the ‘Cust Groups’ set in Code Management, and has a colour set in the Colour field, then the background colour of 'Bill To' field in the Removals screen will be set to that colour.

This has was working when only one group is assigned to a customer, but now multiple groups can be assigned to the customer, and the color of the first matching group that as a colour assigned will be used as the background colour of the 'Bill To' field.

412134

Enhancement - New Workload screen Day field with Closed and Caution day highlighted

The NEW Workload screen now has 'Closed' and 'Caution' days highlighted in red and yellow respectively. It will also only hightlight when the branch and diary type of the closed/caution day matches the ones that are currently selected in the Branch and Diary Type filter of the new workload screen.

404932

Enhancement - Expanded Location Lookup

We have expanded the size of the columns in the Location lookup on all screens where this lookup is available.

408745
New System Parameter - Storage charge lines must have a rate/period

A new System Parameter called 'Storage charge lines must have a rate/period' has been added, that when enabled will determine whether to validate if rate/period is entered in storage charge line or not.

Code: StorageChargeLineMustHaveRate
Description: Storage charge lines must have a rate/period
Options: Y = Yes, N = No
Default: N

405355-052C
Enhancement - New mail merge fields to display costing values

We have added following new mail merge fields:

1. To get a value from charge lines:

Cost Est Rate Ex %,
Cost Est Rate Tax %,
Cost Price Rate Ex %,
Cost Price Rate Tax %

for example if Est Rate is 0.25 then it will display as 25.00 instead of 0.25

2. with "Costs Qty Est Total" users can get the total of Est Qty of the charge lines.

Administration > System Setup > Report Configuration > Email Setup

386356
Enhancement - New mail merge fields to display the value of the 'Preferred' field

We have added following new mail merge fields to display the value of the "Preferred" field in Employee Management > Details.

• Salesrep Preferred Name

• Account Manager Preferred Name

• Local Corp Acc Mgt Preferred Name

• Entered by Preferred Name

• Move Manager Preferred Name

• Removal Link ____* Preferred Name *depends on system setting

The user can add new mail merge fields through Report Configuration > Email setup, for Employee related report.
Once the merge fields are added, when emailing the report with Standard email, the merge fields will display as employee preferred name in email message.

When using the mail merge 'Removal Link Preferred Name' > Removal Link needs to be set up in Codes Management > Type: Removal Details, Field: Link_xy

408635
Bug Fix - Fixed Event Log report query error

Previously, when using the star symbol (*) in the 'Description of Event' field in order to print the current Event Log, the report would turn out blank. This has been fixed and you can now use the * to narrow down the desired Events and print the results.

Administration > System Setup > Event Log

-('*') into the 'Description of Event' field > Enter
-Click 'Print Current Event Log' icon > report will print the displayed results

412947
Bug Fix - Fixed the 'Labour Confirm' lookup in Daily Diary screen

We have fixed the 'Labour Confirm' lookup (that appears with a smaller screen resolution) to take the Display branches into consideration rather than the Branch - if not blank. Previously, it was looking at the users main Branch, which made some Labour not appear in the lookup.

If screen resolution lower than 1600x900
Diary > right click/double click on Vehicle/Labour field

406622
Bug Fix - Fixed lookup query of the Final Approver filter in Reporting screen

We have fixed the lookup of the Final Approver filter for any Purchase Summary Report. It now shows the correct final approver and allows to select multiple users.

Previously, the lookup did not allow users to select multiple approvers and did not show the proper selection.

Administration > System Setup > Report Configuration > Any Purchase Summary Report
> on the Details screen, add the filter 'secapprover' into the 'Filters' box > save

407698
Bug Fix - Fixed refresh issue of tax code on Storage charge details

Previously, when changes were made in the top part of the Storage details screen (e.g change of Debtor) the system only updated the tax code in the background, the screen value however remained the same. This has now been fixed for version 9.0.

Storage > Storage Management > Details

1. Change Debtor

2. If the Tax of the storage charge line is different from the previous debtor, the system will ask the user to assign a new tax rate and tax code and the values will get updated accordingly.

406559
Bug Fix - Fixed 'Inv Status' filter for Removal Profit & Loss report

We have fixed the 'Inv Status' filter on the Removal Profit & Loss report which previously didn't work properly.

405077
Bug Fix - Fixed the Account Listing report to exclude storage charge lines with status set in 'Exclude' field

Previously, the standard report "Account Listing" only checked the status of the Storage Account and did not consider the charge line level. This has been fixed in this version and the report will now exclude storage charge lines with the status set in the 'Exclude' field on the reports screen.

Reports > Storage > Account Listing

Add the status for charge lines that should be excluded in the 'Exclude' field on the reports screen before running the report.

405780

Enhancement - New Removal Product filter for Invoice summary report(s)

We have added a new filter option called 'Removal Product' for the Invoice Summary reports.
This filter allow users to select and filter Invocies by a specific Removal Product when printing the report.

Administration > System Setup > Report Configuration > Invoice Summary* report

> on the Details screen, add the filter 'remprod' into the 'Filters' box > save
> go to the Reports screen, find the Invoice Summary report where you just added the filter
> the new filter 'Removal Product' will be visible

407517Q

New Report - Customer Token Status

A new report has been added to show a list of all Debtor Accounts, including their token status.

To activate the report, navigate to Administration > System Setup > Report Configuration
-clear the "Y" from the Status (St) column and search for the report
-set the report to 'Active' and save
-the report should now be available under Reports > Debtors

Reportname = custmftoken
Description = Customer Token Status
Report Type = Report
Version = custmftoken
Details = Listing of all Debtor Accounts including their token status.
Use Filter RP = 'N'
Show in RP = 'N'
Merge(Y/N) = 'N'
Status = 'Inactive'