Welcome to the monthly Release Note!

This post will explain all the changes that are due to go live overnight on Wednesday the 11th of June. 

Some changes will only apply to specific departments or business units across the group, so don't worry if any of these appear unfamiliar. Please contact your business analyst if you'd like to find out more about any of the changes in this post, or indeed if you have some ideas for change yourself.  

Upgrades to Core

12296: Upgrade to Core: Sales Invoices
Sales Invoices have been updated to the new user interface. The functionality will remain the same as before.

18646: Upgrade to Core: Hire Register
The Hire Register page has been updated to the new user interface. The functionality will remain the same as before.

18650: Upgrade to Core: Assets
The Assets tab has been updated to the new user interface. The functionality will remain the same as before.

Purchasing

19008: Urgency field on PRs
When creating a purchase requisition, a new dropdown field for urgency will be present. This will allow the Purchasing team to determine the urgency of the requisition.

19034: Update to PO Cost Summary
The cost summary will now display when multiple POs have been logged against the same approved invoice, as well as reflecting accurate outstanding costs.

Project Control

18963: Target Finish Date field in IS Project Records
A new column for 'Target Finish Date' will feature within the projects widget and project register report. This allows project coordinators to keep on top of project completion.

Accounts

18912: Sales Invoices - ensure client is allowed for select jobs
When creating a sales invoice, users can add lines against other jobs if required. However the client must be the primary or additional client against the job, or the user will be met with an error message.

Reports

18884: Edits to Weekly Timesheet Summary
The output of the report will now feature the scan in/out times of personnel for the period selected (if applicable).

19009: PO Lines Report
The PO Lines report will now allow the user to select 'All' when filtering by Department or Stage. Please note if using the All filters, the date range must be limited to a year.

Continuous Improvement 

The change requests listed above have been specifically planned and designed for implementation this month. However, there are some additional improvements that have taken place throughout the month too. Should you be interested in finding out more about these, you'll find them outlined in the table below.

•    (19076): Employment Rate - Can't save rate without pay rate
•    (19083): Power BI Report - Date Sliders
•    (19085): Fixes for ATS Issues
•    (19088): IS Projects - Email notification to phase responsible person(s)
•    (19091): Timesheet row work type validation
•    (19095): Null Reference Exception - Add Sales Invoice Line
•    (19096): Project Subtask Timesheets
•    (19099): Sales Invoice Fixes
•    (19100): ATS Incident Documents
•    (19101): View PO
•    (19106): Sales and Purchase Invoice Export display of credit notes
•    (19108): Power BI Dashboards
•    (19117): Pricebook Change Employment Overlap
•    (19119): PO - Exclude root activities when by job setting
•    (19121): Grouped Sales Invoice IS Jobs - proforma number and client vat reg no
•    (19126): Re-Index All Lines on the Purchase Invoice Whenever Adding or Removing Rows
•    (19136): PO - activities showing with a cut-off date
•    (19137): Hire Register Invalid PO warning
•    (19139): Creating sales invoices to clients not linked to project
•    (19140): IS Projects
•    (19141): SI Terms not sending via email
•    (19142): Facility Related Errors on POs
•    (19143): PO Validation Database ID
•    (19144): Course enrol not working
•    (19148): Sales Invoice Broken Redirect Link
•    (19149): Bulk course sync not working
•    (19151): Specify method as post - sales invoice copy
•    (19153): Handle response from validation check sales invoices
•    (19154): WH Tax Calculation
•    (19156): Can't mark PO as exported
•    (19157): Outstanding Timesheet Timeout
•    (19160): PO Log Invoice Bug
•    (19163): Costings Report
•    (19164): Costings View Currency
•    (19165): Fix Parameter Name in Create Bid Method
•    (19174): PO Costings - Not updating for previous revisions
•    (19175): Duplicate records bug
•    (19186): Commercial Summary Report Page
•    (19188): Sales invoice datatables

Working with IT Business Solutions

At times you may have ideas for process or system improvements that you'd like to chat through with someone rather than raising a support ticket. A Business Analyst can act as your first point of contact for such things.  

Business Analyst Team

• Kyle Graham: Business Analyst
• Connor Seaton: Business Analyst
• Samantha MacIntyre: Business Analyst 
• Chris Smith: Business Solutions Manager