Moveware 9.25.03 Release Notes

MOS-16619
Enhancement - Added 'Invoice Type' to Export Invoice Standard and Import Invoice Standard

We have been added a new column to our Export Invoice Standard and Import Invoice Standard 1. column 29th Invoice Type for Export Invoice Standard 2. column 28th Invoice Type for Import Invoice Standard

Customers/Debtors > Invoice Update screen

MOS-17665
Enhancement - New Column 'Acct Date' for Standard Purchase Import

We have added a new column for the Account Date to our standard Purchase Import template (9th column - Acct Date).

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MOS-18790
New System Parameter - Custom Code for Creditor and Debtor

We have created a new System Parameter that will allow users to customize the format of their Creditor and Debtor codes.

1. Turn on System Parameter

2. Configure the details via Codes Management > Type: Custom Code (*if you do not have this Type, please contact your Moveware representative, as this requires additional configuration)

3. Add required format into the comment field of Code management > Type: Custom Code > code value 'Debtor' or 'Creditor'
   
   Fields that can be used: Sequence: <sequence[Substring Number]>
   Debtor: <name>,<first>,<branch>,<company>,<group>,<type>,<currency>, and <terms>
   Creditor: <name>,<branch>,<company>,<group>,<type>,<currency>, and <terms>
   Each field must be separated with a spare "/". In each field, we can add [Substring Number] separated with a comma ",". This will substring from the first character to the number set.
   
   Example:
   Debtor Name = Moveware Custom Code > Debtor > Comments = D/<name,3>/<sequence,4>/M Result = DMOV0001M
   
   System Parameter Settings: Code: CustomCodeCredDeb Desc: Custom Code for Creditor and Debtor
   Option: Y = Yes, N = No Default: N

MOS-18375
Bug Fix - Prevent deleting a diary action with assigned labour or vehicle resources

When using Diary Based Resource Costing, actions with assigned labour or vehicle resources can no longer be deleted

In order to delete an action with assigned labour or vehicles, the resources must first be unassigned from the action.

MOS-18525
Bug Fix - Email send screen now supports up to 1000 characters in CC and BCC fields

The Email send screen now supports up to 1000 characters in the 'CC' and 'BCC' fields.

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MOS-18657
Bug Fix - Use the system name for a removal when prompting to create a removal from a rate request

The prompt to create a removal from a rate request now uses the system's customized name for removal.

When the system prompts the user to create a removal when saving a rate request in status W, the prompt will now use the system's custom name for removal instead of displaying 'R/Plan'.

MOS-18749
Bug Fix - Hide zero amount values in the Act % column

On the removal costing screen, we have changed the 'Act %' column to match the '%' column, where zero percent values are hidden instead of showing a zero.

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MOS-18777
Bug Fix - Added a missing event log when modifying Creditor Type

We have added a missing event log when modifying the 'Creditor Type' on the Creditor/Supplier management details screen.

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MOS-6559
New System Parameter - Disable Email Remittance from Banking screens

We have added a new System Parameter to disable the Email Remittance button and skip sending the Email Remittance when posting on the Electronic Banking and Bank Deposits screens with options below:
N - Default, as per existing functionality
D - Disabled in bank deposits
E - Disabled in electronic banking
Y - Disabled in both

Code: DisableEmailRemittanceFromBankingScreens
Desc: Disable Email Remittance from Banking screens
Help: N = No, D = Deposit only, E = Electronic only, Y = Yes (both)
Default: N

MOS-14446
Enhancement - Added 'Print Labels Object' button on the Storage Inventory Screen

We have added a 'Print Labels Object' button on the Storage Inventory Screen. The button will run the 'Labels Object' report and print all selected objects of the current user.

On the Storage Management screen in Inventory tab, click the printer button to print the report.

MOS-16593
New System Parameter - Do not filter new object on adding on the dialogue add object

We have added a new System Parameter to remove the object ID filter when a new object is added.

Removal > Add Object Dialogue > Add a new Object Storage > Add Object Dialogue > Add a new Object
Code: DoNotFilterNewObjectOnAdding Desc: DoNotFilterNewObjectOnAdding Option: N - No, Y - Yes
Default: N

MOS-17918
New System Parameter - Set a default currency for new objects to use as default

We have added a new System Parameter to set a default currency when creating new objects in the Object Management window.

Administration > System Setup > System Parameters
Code: DefaultObjectCurrency Description: Set a default currency for new objects to use as default
Options: CAD = CAD, USD = USD, AUD = AUD (etc...)

MOS-18210
New System Parameter - Clear Location on Completion of Warehouse Date Out Key Action

We have added a new System Parameter to clear the location when a diary action with the 'Warehouse Date Out' key action gets completed. This is for Storage Objects linked to a Job via a diary action that has a Warehouse Date Out key action.

Code: ClearLocationWhenDateOutAction
Desc: Clear Location on Completion of Warehouse Date Out Key Action
Option: N - No, Y - Yes
Default: N

System Parameter 'Use Fine Art/New Furniture Interface' = Y

MOS-18976
New System Parameter - Diary Default Type Filter

A new System Parameter has been added to enable saving default type filters in the Diary screen.

Using this System Parameter requires having System Parameter 'Use Multiple Branch Filtering in the Daily Diary' turned on. When both are turned on, the existing brown checkmark that saves the default branch filters will also save default type filters.

Code: DiaryDefaultTypeFilter
Description: Diary Default Type Filter
Options: Y = Yes, N = No
Default: N

MOS-18880
Extended the System Parameter 'Skip Cost Option Ready Status (R)' to with option 'I'

We have extended the System Parameter 'Skip Cost Option Ready Status (R)' to with the option 'I' for Invoice, to skip the Cost Option Complete Status(C) R only when Cost Option Status(St) is P and don't allow the user to manually set the Complete Status(C) from R to P. This way, the cost option can only get be locked when the user creates an invoice. Previously, we had options N and Y which allowed users to skip Cost Option Complete Status(C) R.

The user sets the System Parameter set to 'I'
1. On a cost option with Status(St) P then Complete Status(C) = N-P-Y This skips the Complete Status(C) R and allows locking directly to P on the pending cost option.
2. On a cost option with Status(St) W then Complete Status(C) = N-R-P-Y This still includes Complete Status(C) R but the user won't be able to manually set it to P, so the generation of the Invoice will lock it to P as per the systems standard behavior.

Code: sysparam-costhready Description: Skip Cost Option Ready Status (R)
Options: Y = Yes, I = Invoice, N = No
Default: N
Help:
Y = Skip Cost Option Complete Status(C) R
I = Skip Cost Option Complete Status(C) R only when Cost Option Status(St) is P and Not Allow the user to manually set Complete Status(C) R to P so the cost option can be locked only when the user creates an invoice

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

MOS-14658
Extended the System Parameter 'Show Fields for Agent and Employee in Claims' with option 'O'

We have extended the System Parameter 'Show Fields for Agent and Employee in Claims' to make claim fields editable, based on the claim's origin and receive branches with a new option 'O'. If the user's branch is the same as the claim's origin and receive branches, the user will be able to edit all fields. If the user's branch is the same as the claim's origin but not the receive branches, the user will be able to edit only the Agents and Employee fields. If the user's branch is not the same as the claim's origin and receive branches, the user will not be able to edit any field.

System Parameter 'Show Fields for Agent and Employee in Claims' = Y, N, O

MOS-16527
New System Parameter - Multiple Select for Removal and Storage Inventory (Object) tabs and to assign Object to the Diary action

We have added a new feature to allow users to click and drag to multi-select and change properties on the Removal and Storage Inventory tab for the Fine Art / Items / Asset inventory. This also works in the Diary tab > Green chair. For the Green chair to assign a Diary Object, you can now simply use the drag-and-select method, instead of double-clicking to assign it to a diary action. These are the options: Y - Green Chair, A - All - Both Green Chair and Inventory tabs I - Inventory Tabs N - Standard

There is a small column in front of each inventory item which should be used for the drag-and-select method.

Code: MultipleSelectToAssignObjectToDiary
Desc: Multiple Select to Assign Object to the Diary action Option: Y - Green Chair, A - All Both Green Chair and Inventory tabs, I - Inventory Tabs, N - Standard
Default: N

MOS-16893
Enhancement - Added Default answer setting for Review Questions

We have added a new field to set a default answer for Review questions when adding them to Moveware. The default answer would set the same score as when the answer gets assigned manually.

Administration > Company setup > Code Management > Code Type = 'Rating' > 'Def Answer' field

MOS-18304
New System Parameter - To send a message to certain users when the survey diary action is completed in Mobi

A new System Parameter 'Notify on Survey Diary Action Complete' has been added to send a message to selected users when the Survey Diary Action has been completed in Mobi.

The System Parameter can be configured with the following values: A - Account Manager E - Entered By M - Move Manager S - Sales Rep Y - All of the above N - Parameter off

Code: NotifyOnSurveyDiaryComplete Description: Notify on Survey Diary Action Complete
Options: A, E, M, S, Y
Default: N

MOS-18684
New System Parameters - 'Job Type VAT Default Branch' AND 'Job Type VAT Default Type'

We have added two new System Parameters:
1. 'Job Type VAT Default Branch' to update the Branch for the Job Type when users select a 'Misc' Job Type, which contains the Code Value “VAT”.
2. 'Job Type VAT Default Type' to update the Type (Cost Center) for the Job Type when users select a 'Misc' Job Type which contains the Code Value “VAT”.

1.
Code: JobTypeVATDefaultBranch Desc: Job Type VAT Default Branch Help: Branch Code Default: <blank>

2.
Code: JobTypeVATDefaultType Desc: Job Type VAT Default Type Help: Cost Center
Default: <blank>

MOS-18701
New System Parameter - Disable Diary Action Lookup Filtering by Each Character

We have created a new System Parameter that when enabled is using the diary action lookup and attempting to find the diary action you require. The search will not automatically trigger every time you enter in a character. It instead will wait for you to press ENTER to trigger the search filtering process.

Code: DiaryActionLookupDisableCharacterFiltering
Description: Disable Diary Action Lookup Filtering by Each Character
Value: N (Default)
Tooltip: Y - Yes, N - No
Help: When using the diary action lookup, disable the filtering that occurs when typing each character in the filter

MOS-17300
New Report: Storage Inventory Card

A new report has been added to show the details as a card listing of all Storage Inventory modules (and containers), along with the associated storage accounts held within.

Reports > Storage tab under Locations and Warehouse group

Report Settings:

Report name = StgInventoryCard Description = Storage Inventory Card
Report Type = R
Version = StgInventoryCard Details: A Card listing of all Storage Inventory - Modules (and Containers) and the Storage accounts held within

MOS-17557
Enhancement - New calculation types 'DIS' and 'DIT' for Storage

We have added 2 new storage calculation types: DIS - Discount excluding Insurance DIT - Discount Total Include Insurance

On Storage Details and Storage Invoicing screen
DIS = Discount excluding insurance. This will exclude charge lines that have the calculation type set as "I".
DIT = Discount Total (including insurance).
These types can be used on the rate in the Storage Details tab. When calculating the invoice, Moveware will count the charge lines and assign them to this discount line.