Moveware 9.16 Release Notes

460812
New System Paremeter - Allow non admin users add contact via contact lookup

We have added a new System Parameter to allow non-admin users add a new contact via the contact lookup.

If this System Parameter is enabled, it will allow non-admin users to click the 'Add' button on following contact lookups:

Contact Lookup
Customer Contacts
Agent Contact Lookup
Agent Contacts

If the System Paramenter is disabled, only users with security groups 'M', 'X' or 'Z' will be able to use the 'Add' button.

Code: AllowNonAdminAddContactOnLookup
Description: Allow non admin users add contact via contact lookup
Options: Y = Yes, N = No
Default: N

462929
New System Parameter - Disable Auto Search on the Corporate name field

A new System Parameter has been added to disable the auto search on the corporate name field on the Corporate Listing/CRM screen.

If the System Parameter is enabled, the user can type any value into the 'Search by Name' field and the system would not start searching until 'Enter' is pressed.

Code: DisableAutoSearchCRMname
Description: Disable Auto Search on the Corporate name field
Options: Y = Yes, N = No
Default: N, Y

464201
Enhancement - Added validation when changing Cost Centres in Branches

We have added a validation to the field 'G/L Cost Centers' (Administration > Company Setup > Branches) to check the value against valid cost centre G/L codes.

Previously, it was possible to add anything in that field.

-

461676
Bug Fix - To fix the Est Cost column locked when system parameter ''LockSellCostExchange'' is enabled (only applied to Moveware with smallest resolution)

We have fixed an issue where the FC Est Cost column got locked when System Parameter ''Lock the foreign currency values when cost and sell are the same currency'' is enabled and the user was using Moveware with the smallest resolution.

463010
Bug Fix - Fixed checks existing Account with actual cost centre when changing Subcodes in General Ledger Setup

We have fixed an issue that occured when changing Subcodes in the General Ledger setup.

463059
Bug Fix - Allow editing of cost charge lines of Creditor products flagged to get updated from Resources in the Rate Request costing

We have fixed an issue that prevented the users from updating the Est and Sell values of Creditor products in the Rate Request costing, that are getting updated from Resources.

464042
Bug Fix - Fixed Printing Unprinted Invoice

We have fixed an issue on the report screen which printed a blank invoice and returned an error when trying to print Invoices with the toggle 'Unprinted Only' on.

464662
Bug Fix - Do not allow users add multiple groups via Employee Group

On the Mobi Setup screen, we already have this check in place. If a user who is already part of a group gets added to a new group, Moveware will block this and display the error message saying ''User already belongs to a Group''.

We have now applied the same logic when adding a user to multiple groups through Employee Management> Groups> Add button.

464897
Bug Fix - Fixed issue with importing Outlook signature issue

We have fixed the Outlook signature issue that triggered the ''Could not convert LONGCHAR to cpinternal. (11.669)'' error when selecting the signature. Previously, we only had a temporary solution to resave the signature in Outlook.

464956
Bug Fix - Fixed issue with importing rates to removal/supplier products

We have fixed an issue where removal/supplier product rates were imported to the parent type product.
Previously, it imported the rates by matching the product description only.

454217
Enhancement - Feature to select email report template by the Tariff set in Report Configuration

We have added a new feature when sending an email from the diary action, to select the email report template based on the Tariff set in the report configuration. This will work with Removal diary actions ony.

Enable System Parameter ''Use Tariff Debtors'' for Tariff or disable it for Customer.

Administration > System Setup > Report Configuration:
1.) set a Tariff in the Tariff field (or Customer) this can be multiple values separated with a comma
2.) set a Diary Action

Removal:
1.) set the Tariff (or Customer) on the Removal Details screen

When sending the email by completing the diary action, Moveware will check the Tariff set in that job and if it matches, produce the proper report template.

Enable System Parameter ''Use Tariff Debtors'' for Tariff or disable for Customer

459953
New System Parameter - Do not use Job Branch for SMS Sent Number

We have added a new System Parameter to not use the job branch by default when setting Twilio Send-From Phone number.

When sending a Twilio SMS, if the system is set up to have branch-specific Twilio send-from phone number, and the SMS is sent for a diary (e.g an operation diary from Dispatch screen), currently the logic is to use the jobโ€™s branch to set the appropriate sent-from phone number. This System Parameter can use the diary branch or the user's branch instead.

Code: SmsSentNumberDoNotUseJobBrch
Description: Do not use Job Branch for Sms Sent Number
Options: N = Use Job Brch, D = Diary Branch, U = User Branch
Default: N

460479
Enhancement - New Mail Merge field to display Quote To Email

We have added a new mail merge field to display the email address based on the value in the Quote To field on the Removal details screen.

On any screen which allows a user to insert mail merge fields, such as Report Configuration, Paragraphs, Job Type setup.

Settings:
Administration > System Setup > Codes Management

Type: Quotes To
Code Value: Quote To value (e.g. Bill To, Client, Delivery, etc.)
Field: Database field of an email address that expected to merge on , this can be blank and the report will display the default address for each Quote To value (e.g. display client's email if Quote To = "Client")

461553
Enhancement - Enhancement - New Mail Merge field

We have added a new mail merge field 'Diary Client Comment'. This new field will populate the client comment of the selected diary action.

On any screen which allows a user to insert mail merge fields, such as Report Configuration, Paragraphs, Job Type setup.

462576
Enhancement - New Dialogue Box to update current payroll financial year

Currently, if a user tries to submit pays of the previous payroll year after 2nd (or 3rd) July, they get an error saying 'current payroll financial year is incorrect'.

We have now added a new dialog box alongside the error 'Current Payroll Financial Year is Incorrect' that appears when the user tries to submit pays, updates, amendments, or finalise pays for the previous financial year. This dialog box redirects the user to the System Management window to update the payoll financial year.

On Employee > STP button
On Employee > Pays > STP button
On Payroll Update > STP button

When a user attempts to submit pays, updates, amends, or finalises pays for the previous financial year and the current payroll financial year is incorrect - show a dialog box in addition to the error message as follows:

Header - Current Payroll Financial Year is Incorrect
Body - Your current payroll financial year needs to be updated.
Options -

1. 'Update Now' (takes user to Payroll Admin - System Management window)

2. 'Cancel' (closes the dialog box)

463904
New System Parameter - Enable the ''Items for Import'' browser in the Removal Import tab

A new System Parameter has been added to Enable the ''Items for Import'' browser in the Removal Import tab.

The user can enable the System Parameter and the ''Items for Import'' browser will be displayed in the Removal Import tab.

Code: EnableItemsForImportBrowser
Description: Enable the ''Items for Import'' browser in the Removal Import tab
Options: Y = Yes, N = No
Default: N
Help:
This System Parameter can be customised on a branch/cost center level.
Instructions on how to set this is located here:
https://mwcloud-ftp.moveconnect.com/docs/advanced_system_parameters.pdf

Note:
The System Parameter ''sysparam-spare1[16]'' (Hide Quarantine Details in Removal Management) = N and System Parameter ''EnableItemsForImportBrowser'' = Y can not work on the same system.
The System Parameter ''EnableItemsForImportBrowser'' will always take precedence.

448386
New System Parameter - Ignore Actual Resource from Office Resource Usage Calculations

A new System Parameter has been added to ignore actual resources of Inventory type ''Office'' and Hire = 'Y' in the Resource Usage calculation.

Administration > System Setup > System Parameters > enable this System Parameter
On Resource Usage screen assign resources with Inventory type ''Office'' and Hire = ''Y''.
The resource will be ignored from Resource usage calculations as this following formula:
''Estimated + Additional - Returned = Out

Code: IgnoreOfficeResourceCalc
Description: Ignore Actual Resource from Office Resource Usage Calculations
Options: Y = Yes, N = No
Default: N
Help: Resource usage screen, Inventory type ''Office'' and Hire = ''Y'', actual resource will be ignored from Resource usage calculations as this following formula:
''Estimated + Additional - Returned = Out''

452074
New System Parameter - Checks existing Resources when copying diary resources

We have added a new System Parameter to check existing resources, when using the copy and paste buttons on the Daily Diary/Ops screen. When enabled, it will prevent the user to copy paste resources that have already been assigned that day and prompt a notification.

Administration > System Setup > System Parameters > enable System Parameter
Daily Diary screen > button Copy and Paste resources

Code: DDCheckExistResourcesWhenCopy
Description: Checks existing Resources when copying diary resources
Options: Y = Yes, N = No
Default: N

453588
New System Parameter - Set Color on Planner screen or Operation screen

We have added a new System Parameter ''Set Color on Planner screen or Operation screen'' to allow Administrators to set a color on the Planner/Daily Diary (Ops) screen.

Currently, actions that can be applied to labour all appear pink in the Ops diary and grey in the planner. With the new System Parameter you can customize this.

This can be set on the Diary Action or under Codes Management:

Administration > Company setup > Diary Actions > change Type to e.g Leave, Timesheet, Training etc. > Colour field
Administration > Company setup > Codes Management change Type to e.g Leave, Timesheet, Training etc. > Colour field

Y = Planner background color only
B = Planner blackground color and Operation Diary font color

Code: ColoringOnPlannerOperation
Description: Set Color on Planner screen or Operation screen
Options: N = No, Y = Planner background color only, B = Planner blackground color and Operation Diary font color
Default: N

453643
Enhancement - Standalone Planner version

We have made changes to allow the Planner to be working as its own menu. Previously, this was not possible if the diary based resources feature was used.

It will not allow users to add a new job, but everything else will work the same.

Administration > System Setup > Menus
Program: f-planner.w
*if you are unsure about the set up, please contact your Moveware representative

461882
Enhancement - Notify users when changing COI due or Annual Service due via Fleet Management

We have added a new feature to notify users on change of the COI or Annual Service due dates via Fleet Management.

1.) Employee > User Details > Notify - set as COI and Annual Service*
2.) Fleet Management - change COI due or Annual Service due
*if the Notify option is not available, please contact your Moveware representative for the setup

454217
Enhancement - Feature to select email report template by the Tariff set in Report Configuration

We have added a new feature when sending an email from the diary action, to select the email report template based on the Tariff set in the report configuration. This will work with Removal diary actions ony.

Enable System Parameter ''Use Tariff Debtors'' for Tariff or disable it for Customer.

Administration > System Setup > Report Configuration:
1.) set a Tariff in the Tariff field (or Customer) this can be multiple values separated with a comma
2.) set a Diary Action

Removal:
1.) set the Tariff (or Customer) on the Removal Details screen

When sending the email by completing the diary action, Moveware will check the Tariff set in that job and if it matches, produce the proper report template.

Enable System Parameter ''Use Tariff Debtors'' for Tariff or disable for Customer

462907
Enhancement - Added 'Show Attachment Diary' toggle

We have added a new toggle on the Removal Diary screen called 'Show Attachment Diary'.

• The toggle is next to the Waybill toggle and has no label

• The toggle is ticked by default

• Diaries with diary code 'File' and key action 'File' are classified as 'Attachment Diary'. Normally these are the ones created when syncing files (e.g photos etc.) from Mobi/Move Survey.

With this toggle, users can now control whether to hide these Diary Actions or not.

On the Removal Diary screen > untick the 'Show Attachment Diary' toggle > All Attachment Diaries will be hidden.

463728
Enhancement - Added additional warning to reset cost option status when closing removal with diary actions error

When setting a job to status 'L' or 'C' the system will update the costing status first, before checking the Diary Actions. This caused issues as the user was not able to change the job's status, getting an error from the system saying that some Diary Actions are still uncompleted. To see which Diary Actions are uncompleted and take action, the user needs to change the costing status back to 'P'.

Since this is not common knowledge, we have now enhanced the existing error message and added an additional warning to 'Update Cost option status back to 'P' (Costing tab)' to make it more clear for the users what they have to do.

1.) Set a Removal/Job status to L or C
2.) You will get Reason for Lost or Cancellation box
3.) Fill in reason box
4.) Set Close the Job = Y > Save
> Action cancelled pop-up appears with additional warning

System Parameter ''DoNotCloseRemoval'' = Y,P,D

463942
New System Parameter - Do Not Validate Storage Transaction On Storage Add

We have added a new System Parameter that would stop the validation of storage transactions on Removals > Resources tab when System Parameter 'Enables the Storage Transactions Feature' is enabled. If there is any transaction, it would currently not allow the user to add new storage to the removal via the Import Storage Location button.

The user can enable the System Parameter to stop the validation of storage transactions when adding a storage to a job.

Code: DoNotValidateStorageTransactionsOnStorageAdd
Description: Do Not Validate Storage Transaction On Storage Add
Options: Y = Yes, N = No
Default: N

System Parameter 'Enables the Storage Transactions Feature' = Y

464313
New System Parameter - Show Crew and Client Comment per the type of diary setup in codes management

We have added a System Parameter to control which type of diaries will show the Crew and Client comment buttons in the Removal > Diary. If the System Parameter is blank, the current standard behaviour will apply, which is to show them only for operational diary actions (Diaries = O).

This System Parameter is blank by default.
Users can set the value(s) as set up in Codes Management > Type: Diary
Multiple values should get separated by a comma e.g W,V,T

Code: ShowClientCommentPerDiaryType
Description: Show Crew and Client Comment per the type of diary setup in codes management
Options: Blank, the type of diary setup in codes management (multiple value separate with a comma)
Default: Blank

465460
New System Parameter - Enable Salutation

We have added a new System Parameter which will enable a new field called 'Salutation' on the Customer/Debtor Management screen. This can then also get displayed on the Removal Details screen based on the Customer record selected.

Administration > System Setup > System Parameters > set value of this System Parameter to 'Y'

Administration > System Setup > Codes Management > Type: Removal Details > Set the field with value 'Spare4' to active. (Field = Spare4, Label = Salutation)

To use the value of this field in an email report, use the merge field

Code: enableSalutation
Description: Enable Salutation
Options: Y = Yes, N = No
Default: N

460199
Enhancement - Added multiple print feature to the 'Receipt Confirmation' report

We have added the multi-print functionality to the 'Receipt Confirmation' report.

Set 'Multiple print' as Yes and run the report

465948
Enhancement - Added column header to reports when exporting to Excel Data Only format

We have added a column header to our standard reports when exporting to Excel Data Only format.

Reports included:

• Aged Debtors Prior

• Trial Balance Prior

• Account Trial Balance

• Invoice Summary

• Purchase Summary

• Removal Profit & Loss

• GL Transactions

• Journals

443386
New System Parameter - Enable Adding Items Validation for Closed Storage Accounts

If enabled, this System Parameter would trigger a validation, if a user tries to add storage inventory or location to an already closed Storage account.

Administration > System Setup > System Parameters
If enabled the system would not allow the user to add storage inventory/location to a closed storage account.

Code: ValidateAddItemsClosedStorage
Description: Enable Adding Items Validation for Closed Storage Accounts
Options: Y = Yes, N = No
Default: N

450119
New System Parameter - Add new field and column ''Est Date Out'' to the Warehouse Screen

A new System Parater has been added to enable the 'Est Date Out' column and field on the Warehouse screen.

Administration > System Setup > System Parameters
The field 'Est Date Out' will display for screen resolution 1600 x 900 or higher.

Code:ShowWarehouseEstimatedDateOut
Description: Add new field and column ''Est Date Out'' to the Warehouse Screen
Options:Y - Yes, N - No
Default:N

459495
New System Parameter - Use Storage Meters Minimum on Storage Invoicing

We have added a new System Parameter to use the entered meters as a minimum for Storage Invoicing when using the a calculation type that begins with 'SN'.

Administration > System Setup > System Parameters

Code: UseStorageMetersMin
Description: Use Storage Meters Minimum on Storage Invoicing
Options: Y = Yes, N = No
Default: N