Moveware 9.18 Release Notes

467064
Enhancement - Added event logs when modifying 'Comments', 'Inclusions' or 'Exclusions' on Job Types screen

We have added event logs when modifying the Comments', 'Inclusions' or 'Exclusions' sections under the 'Other' tab on the Job Types screen.

Administration > Company Setup > Job Types > Other
Customers > Customer Management > Job Types tab > Other

469174
Enhancement - added Location Type field on Location Data Import screen

We have added the 'Location Type' field in the last column on the import template to be able to import via the Location Data Import screen.

Administration > Utilities > Data Import screen > Type = Locations > Type column as the last column

449028
Bug Fix - Fixed the Rate Revision Letter report not showing Inventory Rate Revision

We have fixed the Rate Revision Letter report not showing Inventory Rate Revision.

Previously, the report did not include Inventory Rate Revision on the report when the 'Inventory Only' toggle was ticked which resulted only in a blank page.

Running Rate Revision Letter report from Storage Rate Revision screen with 'Inventory Only' toggle.

468618
Bug Fix - Fixed distorted objects on Rates Management screen

Fixed distorted objects on the Rates Management screen when the resolution of Moveware is set to be 1027 x 768. Previously, the frame, the browser, and the Rates comment section on the screen was overlapping and showing in the wrong position.

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468803
Bug Fix - Split user access between access security and email branches

Previously, In Employee Management > User Details. The same data records were shared and used between the Branch Access and the Email address setup. Moveware allowed users to add multiple email addresses and could define a branch for each email address. This caused a bug that the record would appear in the User Access record with the same branch as the Branch access setup.

For example, we define Branch user access for the SYD branch and add all Read/Write/GL Read/GL Write as Y. After that, we add a new email account for branch SYD. then we will see a new SYD user access record created with a duplicate branch record, but all Read/Write/GL Read/GL Write are N.

We fixed this bug to split Email and User Access completely.

Note: This may cause some issues since we had this bug for a while. If a user deletes the email setup record, the user access record could be deleted as well because it shared the same record.

If you experience any issues, please log a support request through our MoveSupport portal or contact your designated Moveware representative.

469075
Bug Fix - Fixed field value displaying issue on the CRM profile screen

Fixed field value displaying issue on the CRM profile screen

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469244
Bug Fix - Fixed issue with updating Recurring Task/Appointment to update linked reminders

Fixed issue with updating Recurring a Task/Appointment to update linked reminders. Previously, when editing a Recurring Task/Appointment with a checked Reminder toggle, the system didn't update the existing Recurring reminder.

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469405
Bug Fix - Fixed an issue with all accounts should be visible on the Standard view

We have fixed a bug on the GL Inquiry screen where certain accounts did not appear when filtering on the standard view.

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470120
Bug Fix - Fixed issue with missing location ID when assigning inventory location

Fixed issue with missing location ID when assigning inventory location through the system. Previously, there were some places in Moveware that missed assigning a location ID.

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458396
Enhancement - Ability to create a diary action (Email Sent) from an automated email to display in the Contact tab

We have added a new feature to create a diary action (Email Sent) from an automated email to display in the Contact tab.

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467629
Enhancement - New Mail Merge fields to display the Waybill Inventory List as a table

We have added new Mail Merge fields to display the Waybill Inventory List on the Waybill Details screen as a table.

Additional Notes:

1. The merge fields will work with following sources:

• Waybill

• Waybill Consignees

• Removal (have linked waybill)

2. Configuration can be done in Codes Management.

3. This supports the Waybill Inventory column only, not the Fine Art one.

4. The merge fields and are working the same, they just have different names and tables. We have created two configurable tables so users can produce two separate tables e.g one for LCL and one for Air.

The configuration for the merge fields can be done in Codes Management > Type: 'Waybill Inventory List' and 'Waybill Inventory List 2'.

A) Code Value - Do NOT change this
B) Description - Customize column header label
C) Status - Display/Hide column
D) Lookup Sort - Column order

Add the merge field or on the Report Configuration 'Email Setup' screen > Set the report source as Waybill/Waybill Consignees/Removal > Run the report on Waybill with Waybill Inventory > The Waybill Inventory table is displayed as configured

*if you are unsure about the set up, please contact your Moveware representative by logging a support request.

440593-079
Extended the System Parameter 'PurchaseOrderApproval' to not allow blank Approval Date on Ordered status

We have extended the System Parameter 'PurchaseOrderApproval' to not allow a blank Approval Date on 'Ordered' status. Previously, the system didn't allow a blank Approval Date on 'Approved' status only.

If a user tries to save the Purchase Order with status 'Ordered' and a blank Approval Date, the system will prompt an error.

Settings:
PurchaseOrderApproval - "Use Purchase Order Approval" = Y
sysparam-spare8[46] - "Use Purchase Approval Security" = Y

451164
New System Parameter - Set Default Date of Invoice Prompt Maximum Day

A new System Parameter has been added to allow to change the number of days to prompt a warning message when adding or modifying the Invoice date.

Administration > System Setup > System Parameters

The user can add the maximum days of both in the past and in the future.
It can be the same number of days or different number of days.

Example 1:
System Parameter value is [60]
> The prompt will popup, if the Invoice Date is older than 60 days from today or more than 60 days into the future from today.

Example 2:
System Parameter value is [30,45]
> The prompt will pop-up, if the Invoice Date is older than 30 days from today or more than 45 days into the future from today.

Settings:
Code: DefaultDateofInvoicePromptMaxDay
Description: Set Default Date of Invoice Prompt Maximum Day
Options: [MaxDays] or [MaxOld,MaxFuture]
Default:

453962
Enhancement - Extended the Purchase Reference filter to support 40 characters

We have extended the Reference filter to support 40 characters on the Purchases screen.
Previously, we supported only 15 characters.

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465860
New System Parameter - Update Branch / CC on Purchase cost line from Storage account when assigning linked Storage

A new System Parameter has been added to update the branch and cost center on the Purchase cost line from the Storage account when assigning a linked Storage account.

Administration > System Setup > System Parameters

1. On Purchase screen double-click on the Storage lookup field, select Supplier Product and select Storage account > the Purchase cost line will be created with branch and cost center from the selected Storage account.

OR

2. Input the Storage account number on the Ref field on the Purchase cost line > the branch and cost center from the selected Storage account will be assigned to the Purchase cost line.

Settings:
Code: UpdateBrchCCPurchaseLineStg
Desc: Update Branch / CC on Purchase cost line from Storage account when assigning linked Storage
Options: Y = Yes, N = No
Default: N

458800E
Enhancement - Resizing Move Manager Screen

We have resized the Move Manager Search screen to support bigger screen resolutions.

Change user default screen resolution to 1600 or bigger > Move Manager Diary screen > Search tab

463092
Enhancement - Added 'Insert Paragraph' button to Client Comments prompt

We have added an 'Insert Paragraph' button to the Client Comments prompt.

On the Removals screen > Diary tab > select an operational diary action > click the 'Client Comments' button > Client Comments prompt is displayed > click 'Insert' button > select the Paragraph to insert > selected Paragraph is inserted to the Client Comments prompt.

465611
New System Parameter - Disable Default Shipment Status when Unassigning Job from Waybill

A new System Parameter has been added to disable the default shipment status when unassigning a job from the Waybill. By default, it will be set as N or R('Use Ready for Shipment Status' = Y).

If this System Parameter is enabled, the user can unassign a job from the waybill and the shipment status will remain the same.

Code: DisableDefaultShipStatus
Description: Disable Default Shipment Status when Unassigning Job from Waybill
Options: Y = Yes, N = No
Default: N
Help: Disable Default Shipment Status when Unassigning Job from Waybill

466135
Enhancement - Upload Image to Inventory Item on Removal Inventory screen

We have aded a new feature on the Removal > Inventory screen to allow users to attach an image to an inventory item. Previously, we only allowed image uploads via Mobi.

1. Removals > Inventory tab. If no inventory items, manually add them.

2. Click on any of the Inventory records and you see a paper clip icon next to the item name

3. If the user clicks on it and no image exists yet, there will be a prompt to upload an image. Click Yes, search for the image to upload and moveware will save the path.

4. If an image was already uploaded against this inventory item, the user can decide to upload and replace the existing image or preview it.

Photos that are attached through Moveware will also be visible in Mobi.

*This new feature is applicable only with non-fine art/asset management jobs.

468947
Enhancement - Added Language field to Quick Entry screen

We have added a new field called "L" (Language field) to the Quick Entry screen.
This is a mandatory field and will show/hide based on the System Parameter "Enable Multi-language Support".

System Parameter "Enable Multi-language Support"
Y = Show Langauge field
N = Hide Language field

466904
Enhancement - Updated the Type Filter Functionality of 'OMNI Tonnage Report by Removals' report

We have updated the 'OMNI Tonnage Report by Removals' report to respect for all Types in the Type filter.

Until now even when adding additional Types to the Filter, the report only included Import or Export Jobs.

On Reports screen > Analysis Tab > OMNI Tonnage Report by Removals > Type filter

407688
New System Parameter - Ability to select copy inventory items from storage to removal and from removal to storage

We have added the ability to copy inventory items when creating a job from a storage record and vice versa, when creating a storage record from a removals job.

Copy Removals Inventory to a Storage record
-Removals > Storage > Add new Storage record with details
-After hitting 'Save' a pop-up will ask if the user wants to copy the objects to the Storage record > Yes
-The user can then select either all or specific inventory items to copy in the Inventory Lookup > 'Ok'

Copy Storage Inventory to Removals record
-Storage > Storage Management > Details
-Hit icon 'Create Removal for Storage account' > Yes
-A pop-up will ask if the user wants to copy inventory resources to the R/Plan > Yes
-The user can then select either all or specific inventory items to copy in the Inventory Lookup > 'Ok'

Removal > Inventory tab > Copy button

• The user can select to copy inventory from the removal to the storage record directly via the button 'Copy Inventory to Storage' on the Inventory screen, if a storage record is linked to the removal.

Storage > Inventory tab > Copy button

• The user can select to copy inventory from the storage to the removal record directly via the button 'Copy Storage Inventory to Removals' on the Inventory screen, if a removal is linked to the storage record.

Settings:
Code: CopyInventoryFromStorageToRemovalAndFromRemovalToStorage
Description: Ability to select copy inventory items from storage to removal and from removal to storage
Options:N = No, Y = Yes
Default: N

458421
Enhancement - Physical Location Dimensions

We have added new fields to input the physical dimensions of a location on the Location Management screen.

1.) Length
2.) Depth
3.) Height
4.) Volume (Calculate the Volume of the Location L x D x H).

The Volume is defaulted to show M3 but users can check the toggle next to it to switch to Cuft.

We have also added a 'Unit' field which will be defaulted based on the value in System Parameter "Measurements Entered in Inches". You can change to other units, but once you hit save, it will convert back to the unit declared in the System Parameter.

To enable this feature, go to Codes Management > Type: Storage Area > and add the value 'Y' in the Field 'Extra'.

465371
New System Parameter - Display Rate Revision 4 decimal places

We have added a new System Parameter to display the Revised by/Old Rate/New Rate on the Storage Rate Revision screen with four decimal places. If the System Parameter is not enabled, it is limited to two decimal places.

Please note that some fields currently can't support 4 decimal places (e.g New Rate).
We are currently working on a solution for that, so this should be rectified within the next couple of months.

Administration > System Setup > System Parameters

Settings:
Code: Displayraterevision4digits
Description: Display Rate Revison 4 decimal places
Options: Y or N
Default: N

469135
Enhancement - New Storage Calculation Type - SSF (Storage Square Foot)

We have added a new storage calculation type, SSF (Storage Square Foot). This works the same as SMN (Storage Net Meter) but looks at the object Square Foot field rather than the Net Meter field.

1. On the Storage Details screen, add a storage charge line with SSF Calculation Type

2. On the Storage Inventory screen, add an object with a Square Foot field (Container, Item, Item Component)

3. On the Storage Invoicing screen and the same storage charge line, click the 'Calculate Storage' button

4. The system will look at the objects Square Foot field to calculate the storage amount.

Settings:
System Parameter "Enable Square foot field on Object Management screen = Y