Moveware Version 8.1 Release Highlights
Dear Clients,
It is totally understandable that finding the necessary time to read through the entire content of our Release Notes can be challenging and time consuming. This Highlights package has therefore been assembled in order to bring the most remarkable features from our latest update to your attention. We genuinely hope that this summary will empower you in maximizing the potential of Moveware, as we always strive towards ensuring superior user experience on our platform. Should any of the notes be of particular interest to you, please reach out to your local support team. It will be our pleasure to assist you in setting up.
Highlight item 1: CP and PBO Development
New development has been made to allow Moveware to assign the correct Pack or Supply rate to packing materials directly from the Inventory screen by using the Pack Method (‘By’ column). This enhancement could significantly improve the management of packing materials.
*Materials and/or Inventory configuration might be required
Highlight item 2: Storage Invoice Batch Signature
When sending e-mails from the Reports menu, Moveware can now set up and use a specific signature for the report that is being run. This enables systems to send reports to clients that will have a consistent signature regardless of who is sending the e-mail. Also, systems can now set up branch specific signatures for a report, flag the signature for use with the multiple-print feature, as well as flag the signature to be used by default when the report is e-mailed (overriding the standard default signature).
*Report configuration required
Highlight item 3: Append Cost Detail to Invoice Description
When creating an Invoice from a Cost Option within Moveware, the description that is written to the invoice charges for costing lines comes directly from the description of the costing line. Now, Moveware can now include the Detail field of a costing line into the this description. This is controlled by system parameter ‘AppendCostDetailToInvoiceDesc‘.
Example:
Costing line: “Linehaul”
Costing line Detail: “340 USD as per outlay”
Information shown on invoice: “Linehaul (340 USD as per outlay)
*Creditor Product configuration might be required
Highlight item 4: Allow Reverse of Invoices with Receipts/Allow Reverse of Purchases with Payments
Previously, in Moveware, any invoice that had receipts applied was unable to be reversed until all receipts applied to the invoice were un-applied. Now, invoices with receipts applied are able to be reversed (un-posted from the General Ledger). The same applies for purchases with payments. This is controlled by system parameters ‘AllowReverseWithReceipts‘ and ‘AllowReverseWithPayments‘
Highlight item 5: Costing Profit and Loss Report
We have created a new report called ‘Move Costing Summary‘ which will be available under the Sales tab of the Reports menu. The purpose of this report is to effectively break down all costs by individual costing lines across multiple jobs. In the cases where the Estimated Costs vary from the Actual Costs, it will display the difference between the Estimated Profit and the Actual Profit.
Highlight item 6: Marking Multiple Diary Actions as NA (Not-Applicable)
Moveware has added the ability to select multiple diary actions (by double-clicking on the last column of the diary) and mark them as N/A all at once. Previously each action would have had to be selected and marked as N/A separately. You can enable this function through system parameter ‘UseMultipleNonApplicableSettingIndiary‘.
Highlight item 7: Restrict Closing of a Removal if Diary Actions are Not Completed
You can now ensure that users will not be closing any moves that have pending tasks as Moveware can now validate if any mandatory diary actions remain incomplete when a user attempts to close the move. If any diary actions flagged as mandatory have yet to be completed, the system will not allow the file to be closed. This is controlled by system parameter ‘DoNotCloseRemoval’.
* Diary Action configuration might be required
Highlight item 8: Restrict Adding of Cost Lines to Cost Options
Administrators can now restrict users from adding costing lines to a cost option (besides those added by default through the Job Type creator). This is controlled through system parameter ‘RestrictCostingAdd‘ which can be set to a specific security group, and any user not set up with this security group will be restricted from adding additional costing lines to a cost option.
*Employee configuration might be required
Highlight item 9: Disallow Costing Description Edit
Administrators can now prevent users from modifying the costing line description that appears on the Costing tab within Move Management. This is controlled by system parameter ‘DisallowCostingDescEdit‘.
Highlight item 10: Display the Diary Name for Labour in Ops Diary
The Operations Diary (Dispatch) screen can now display the Diary Name of each labour employee in the list of Labour Resources. Previously, this list would display the full name of each labour employee, even if they had a Diary Name assigned. This is controlled through system parameter ‘DailyDiaryLabourDiaryName‘
*Employee configuration might be required
Highlight item 11: New Word Merge Fields
We have several “spare” fields in Removals Details which previously had no way of being pulled into Word Merge reports. That has now changed as we have created Word Merge fields for each of the following Moveware fields: Partner, Spare1, Spare2, Spare3, Spare4, Spare5
*Report configuration required
Highlight item 12: New Moveware Merge Fields Added
Four new e-mail merge fields pertaining to the details of the user who is sending the e-mail, have been added to Moveware. Users can now add these fields into the setup of Reports, Paragraphs and/or Job Types. These fields are:
- User First Name
- User Last Name
- User Middle Name
- User Preferred Name
*Reports/Paragraphs/Job Types configuration required
Highlight item 13: New Dashboard-Style Reports
Do you want the ability to run info-graphic reports which can be viewed and shared online? Now, with Moveware, you can!
As of Moveware 8.1, the system is capable of creating new dashboard-type analysis reports that users can view and present to others on a website, simply by using Crystal Reports.
As a starting point, we have have created a Sales Dashboard report to work with this new feature, which provides a snapshot of sales data and revenue for the month.
*Report writing might be required