Moveware Version 5.9 Release Notes
Moveware Release Notes
Version 5.9
Upgrade Rollout: 2014
Release Notes Generated: 01/02/14 ‑ 12/05/14
Admin
232326 Enhancement – Debtors Data Import
Description of Functionality: Added Country Code as a part of the debtor import. Country code is used in tax scenarios for companies using the new tax system.
233087 Bug Fix – Branch Management Menu Not Updating
Description of Functionality: On the branch screen, if click on setup, then change to another branch, it shows details but still on setup tab. This is now fixed so it shows details tab instead
234691 Bug Fix – Administration ‑ System Support – Menu
Description of Functionality: Fixed an error when loading menu screen, “unable to update times field’
235029 Enhancement – Destination Screen – Added LCL options to Destination Global Update Lookup
Description of Functionality: Added new update fields for Destination Global Update in Destination Setup, so that users who have an access can update LCL Port, Distance, and Transit Time. Previously, the update option was available only for Default, Air, and Bag/GRP
Description of Use:: The change is in the Destination Update screen. This option can be accessed by a button next to Regions, Countries and States tick boxes in Destination setup screen (Administration > Moveware Setup > Destinations) .
The functionalities for the new update fields are the same as the one for Default, Air, and Bag/GRP.
235972 Enhancement – Rate Management Export – New Column – Removal/Creditor Product Status
Description of Functionality: Add in a column to the rate export spreadsheet to indicate if the rate is part of a removal or creditor product that is active or inactive
Description of Use: Standard Export Rates process. In the Rates Management Screen, press the Export Rates button
236691 Bug Fix – Branch Management
Description of Functionality: Fixed issue in Branch Management Screen, where selecting another branch record does not select the ‘Detail’ tab by default if on another tab.
Diary
232292 Bug Fix – Diary Screen Error
Description of Functionality: Fixed an issue with big diary when set to display on opening moveware, with screen resolution 1920 * 1080. Originally the labour and vehicle panels are in wrong places
Description of Use: Set Daily Diary screen as start up screen, change screen resolution to 1920 * 1080, open moveware, check big diary screen load up correctly with all panels in right places
232601 Enhancement – Job Diary Event Log Icon missing on Job Diary Where Running DBRC
Client Specific – Elliotts International – Hide Truck
Description of Functionality: Add event log button to diary based resource costing diary screen (b‑diary‑costing), which was on non-diary based resource costing diary Screen. For EI only, hide truck icon on diary screen for DS jobs
Areas of Moveware/Companies Affected: Event log button on b‑diary‑costing as Hide truck is for EI only
233312 Enhancement – Resources Locking
Description of Functionality: On resource tab added lock button to lock/unlock resources. The functionality works the same as from big diary lock button
Description of Use: Go to resource tab, select a resource, then use lock button, to lock/unlock resource
233035 Bug Fix – Diary > Warehouse hours
Description of Functionality: From big diary, bottom right screen, add action, on the popup screen, now fixed start/finish and break time brackets, should be 15 minutes for each bracket. Previously only first few hours had 15 minute brackets then only 30 min
233506 System Parameter – Default Diary Action Description in on Ops Diary Screen
Description of Functionality: Added a System parameter (‘ShowDiaryDesc’) so that when activated, the toggle to show diary descriptions instead of diary types in the daily diary is automatically ticked by default.
233831 Enhancement – Ops Query – Updates to Ops Diary Action’s Approved/Unapproved Status
Description of Functionality: In job diary screen, when operations diary is approved and user changes the date, previously this always revert from approved to unapproved, now if the user has security group 5 access then it will not revert back
234164 Enhancement – Ops Diary – Truck Service Information Update
Description of Functionality: Currently the big diary right bottom screen shows only last service/rego date of the vehicles, it now shows all related dates
234356 Enhancement – Diary Actions – ‘Assign To’ Enhancement
Added the ability for Diary Actions to be directly assigned to a User or multiple users
Description of Use: There is a new section in Diary Actions Setup that allow you to pick a list of Users to Assign the Diary Actions to
234370 Enhancement – Daily Diary Changes
Client Specific -BNW
Description of Functionality: From big diary, when assigning labour to diary:
1) BNW Only – Add warning message if the labour resource is already assigned to another diary on the same day, the user can still add the resource if they click yes
2) For all companies, new system parameter “Don’t allow labour assign in big diary if on Annual Leave”
When set to Y, it should disallow labour assign if the resource is on A/L
Areas of Moveware/Companies Affected: BNW only/All Companies
234517 Enhancement – Operational Diary Screen – Ops Comments
Description of Functionality: Added ability for Ops to have their Own Comments in the Big Daily Diary
Description of Use: Added new toggle that switches between normal comments from job diary screen and Ops Comments
234519 Enhancement – Link Unallocated Jobs in Big Daily Diary
Description of Functionality: Added ability for Clients to Edit the Vehicle Act and Labour Actual Field in the Big Diary so they can manually plan until they start to enter actuals
Description of Use: Manually edit the Labour and Vehicle Actuals Columns
234572 Enhancement – Ops Copy Paste
Client Specific – Robinsons
Description of Functionality: When copying resources from big diary and pasting, it should retain the confirmed status
Areas of Moveware/Companies Affected: Robinsons Only
DSP
233161 Bug Fix – Date of Birth
Description of Functionality: Fixed a Date issue in removal dsp tab, when double click on date of birth, and pick a year less than 1950, it was giving error
Email & SMS
230581 Enhancement – Diary Emails Update
Description of Functionality: The outlook import screen should allow the email editor editable now, so user can trim the email before import into diary
231750 System Parameter – Report Selection on Corporate
Description of Functionality: If use tariff system parameter is on, the tariff field in report configuration can be used for all of tariff / corporate and biller
If user tariff system parameter is off, then the corporate field in report is used for both biller and corporate
Description of Use: Use the tariff/corporate field in report configuration, check that report show in removal management drip down list
232393 Enhancement – Salutation in Language Table Email Merge
Description of Functionality: New email merge field “title”, to be used to extract title in the language set on the removal
232839 Enhancement – Merge Fields
Description of Functionality: Add in the credit limit merge field
Description of Use: If selected in an email, the credit limit merge field will display the credit limit as set in debtor management
232977 System Parameters – Error: Diary Action ‘Auto E‑mail ‑ Booking Rep
Description of Functionality: Added a new system parameter in system parameter codes tab “DontUseClientEmail”
“Don’t use client email in auto email if no email address available”
If auto email does not find email address, do not use removal client email address for sending email, rather just do not send the email, this applies to all auto emails
Description of Use: Turn on system parameter from codes tab. Setup an auto email, with address to <salesrep>, check that salesrep does not have an email address, check that no emails have been sent Out
233146 Enhancement – Reports can now be Shown/Hidden Based Upon Branch
Description of Functionality: Reports can now be tailored to show/hide on the quick print depending on the branch it’s assigned to. Previously this was only available to systems which have branch security enabled.
Description of Use: In Report Configuration Screen (Administration > Moveware Setup > Reports), there is now a field called ‘Avail. Branches’. Leave this field clear if you wish for this report to appear for all branches, otherwise enter in the required branch codes you wish this report to be available to.
233171 Enhancement – Mandatory Fields
Client Specific – UTS Germany
Description of Functionality: On post of invoice added validation for delivery date and uplift date for removal
Description of Use: Go to invoice to post, check invoice is liked to a removal, it should validate that pickup and delivery dates that are entered on the removal
233799 Bug Fix – Destination Country Merge Field
Description of Functionality: When import webquote, now should set r‑tcountry and r‑fcountry from destination codes, so that the merge fields <dest country> and <origin country> will work with imported jobs
234061 Enhancement – Paragraphs in Moveware
– Additional Code Value Column in Paragraphs Lookup
Client Specific TWW – Allow Filter by Language in Paragraph
Description of Functionality: Added Code Value column for Paragraph Lookup
For TWW, allow filter by language without having to turn on the system parameter for multi‑language.
Areas of Moveware/Companies Affected:
All ‑ additional code value column in paragraphs lookup
TWW ‑ allow filter by language in paragraph
Email/Paragraphs
232602 Bug Fix – Cost Order Emailing
Description of Functionality: When a report is set to update the diary, the comment line of the created diary action can be set using the email subject line in the report Setup.
Description of Use: Under report configuration, set the email subject line to the text required. Bracket tags can be used.
* Make sure ‘Update Diary’ is set to Y
* If nothing is in this field, the diary comment will be the default.
234401 Enhancement – Diary – Auto Create Diary Actions Based on Branch
Description of Functionality: Added a system parameter ‘Enable Branch Filter for Auto Create Diaries’ in the Diary tab so that when turned on:
1. Auto‑create diary actions will only create if the branch filter of the diary action is blank or has a branch that matches the branch of the job.
2. If system is using display branches, there will be a new field ‘Auto Create Brands’ which the user can use to specify the diary action to auto‑create when either the ‘Auto Create Brands’ filter is blank or contains a display branch that matches the display branch of the job.
235312 Enhancement – Ability to Default PDF/Emails of Costing Report’s ‘Cost Orders’ ‘Parking tickets’ with Creditor Email Address
Description of Functionality: When printing the cost order/parking ticket, the user can now select the ‘PDF’ option and ‘Send as attachment’ and have the email address of the creditor assigned to the cost line automatically populated in the To Email.
Description of Use: In the email settings of the cost order/parking ticket under report configuration, ensure that the To Email is set to ‘Creditor’\
Areas of Moveware/Companies Affected: All Companies that create reports from selected cost lines (e.g. Cost Order, Parking Ticket, etc)
235923 Report Update ‑ Added ‘Batch ID’ filters to Invoice Report
Description of Functionality: User now has the ability to run the Invoice report by batchID numbers.
Employees
231203 System Parameters – Added System Parameter to Enable Security Group Validation When Completing Diary Actions
Description of Functionality: Added System parameter so diary actions can be assigned specific security groups which the user must match when completing these diary actions in the diary tab of jobs/removals management.
Description of Use:
1. Turn on System Parameter ‘Enable Security Validation When Completing Actions’ under the diary tab of system parameters.
2. Go to diary action setup under moveware admin and you will see a ‘Security Group’ field now enabled (near the bottom left).
3. Enter security group that is needed to complete the diary action in this field, if multiple security groups are entered, only one of the security group needs to be satisfied in order to complete the diary action.
4. When this diary action is added onto a job, the user completing or in completing the diary action must have a matching security group as set in step 3 in order to complete the action.
231592 Enhancement – Security Group Required for Cancelling of Purchase Orders
Client Specific – Elliotts International
Description of Functionality: EI only
Security group ^ is needed for cancel purchase
Description of Use: Set user to group ^, go to purchase screen, check cancel button is enabled (need also A or U)
If user is not in group ^ then cancel bottom is disabled regardless what other group they are in
Areas of Moveware/Companies Affected: EI only
233382 Enhancement – Employees ‑ Events ‑ Show the Detail
Description of Functionality: Employee management, event tab, should now have description at the bottom as in event log screen
222224 Enhancement – New Screen – Record Locking Admin
Description of Functionality: Added the Record Locking Admin tool under administration ‑>
utilities which allows the user to find out who is locking a particular record.
Handy when encountering the ‘[table “” not found /]
is locked, by user [y]’ type errors
233922 Bug Fix – Employees ‑ Event Log – Default Date
Client Specific – Harrow Green
Description of Functionality: Set event log for employee to be defaulted to today
Areas of Moveware/Companies Affected: HG Only
234127 Bug Fix – Branch Security
Description of Functionality: Fixed a problem with branch security, when company security is used but branch security is not used, sometimes the branch company match is wrong. For example the branch company 01 will match with company 11, 12 etc. This is now fixed
235177 Bug Fix – Password Expiry Warning Spelling Mistake
Description of Functionality: Fixed wording error on changing password when user logins in. the correct wording is “your password has expired”
Description of Use: Login when user password expiry date has passed, the system should prompt user to change password, check wording is correct
236924 Timesheet – New Toggle to Show Selected Day Only
Description of Functionality: New toggle on time sheeting screen, show selected day only, when ticked only the selected day should show
Financials
223577 Enhancement – Assigning Creditor Terms to Purchase Invoice
(Except Abels)
Description of Functionality: Purchase invoice screen
1) Payment terms default through from Creditor management when user selects creditor on the purchase
2) The payment terms (days) to be added to the invoice date to calculate the date due. This happens when creditor is selected, or invoice date entered/changed, and or terms entered changed
Description of Use: To setup, go to codes management, filter by “terms”, for each terms code, enter interger value in “default” field. Go to purchase invoice, select creditor where there is term set against, check term pulls through to the invoice and that if the invoice date is set, the due date is calculated
Areas of Moveware/Companies Affected: All except Abels (Abels already has something similar)
227812 Enhancement – Jobs ‑ Invoicing ‑ Authorisation field
Client Specific – Harrow Green
Description of Functionality: HG only
Added two fields on invoice screen, approver and date, added event log for those fields
Areas of Moveware/Companies Affected:HG only
228828 Enhancement – Tax Date Discussion
Client Specific – Robinsons
Description of Functionality: If tax date is less than today then use today’s date, when posting the invoice (assign number). Originally tax date is either invoice date, or cost create date, or removal uplift date
Areas of Moveware/Companies Affected: RI only
229779 Enhancement – Cursor Focus On Debtors invoicing
Description of Functionality: When go into debtor invoice screen, the cursor now focuses on the invoice number filter top left. Previously the cursor focuses on invoice line description at bottom
231652 Enhancement – Invoice
Description of Functionality: When adding an invoice from invoice screen, the date field is now editable, so the user can change the date before saving it. The default date is today, in case the G/L period isn’t open the user may create invoice for another period
When copy invoice from removal invoice tab, there is now a popup to enter new invoice date, default to today’s date, in case the g/l period isn’t open for today’s date, the user may change it before creating the new invoice
231910 System Parameters – Enable Invoice Revenue Date Field
Description of Functionality: New system parameter on code tab.”UseRevDateOnInvoice” Use Revenue Date on Invoice. When turned on, revenue date is shown on invoice.For DSP Invoices, the date is no set to invoice date, and it should use delivery date not uplift date when it is on a removal
232153 System Parameter – Receipting/Paying/Journaling Between Companies
Description of Functionality: New system parameter in codes tab
code value: AllowInterCompanyJournals
description: Allow Inter Company Journals
When value is set to Y allows intercompany transactions
When it is N no intercompany transactions are allowed
232345 Enhancement – Credit Card Export File & Security
Client Specific – Olympi
Description of Functionality: For Olympia, added password protection for debtor bank screen and ability to export credit card details into a CVS from the bank deposits screen.
Description of Use: For the password required to access the customer banking details, it needs to match the debtor control password set against the branch of the customer. If the customer doesn’t have a branch set then the user just needs to enter a password matching any of the active branches that is not blank, if none of the branches have any passwords entered, then a password is not required. The export of the credit card details is in the format of:
CVC, Card Number, Expiration, Amount, Debtor Code, Zip, Street, Cardholder Name, Invoice Number.
Areas of Moveware/Companies Affected:
Olympia
Debtors
232707 Bug Fix – G/L Totals on Enquiry Screen not Calculating
Description of Functionality: Fixed bug in G/L inquiry screen, where when select profit and loss at bottom, the totals show as 0.
Description of Use: Go to G/L inquiry screen, choose profit and loss in the drop down at bottom of screen, then check the totals at bottom show correctly
233202 Bug Fix – Invoice / Purchase Order Copy
Description of Functionality: Fix copy charge line bug on invoice/purchase copy. This bug happens sometimes when copy invoice/purchase with charge lines, the lines are copied to original invoice/purchase rather than to new invoice/purchase.
Description of Use: When copy invoice, first make a change to original invoice, do not save, then click on copy, the user should get prompt to save the invoice, another prompt to copy charge lines. Click yes. When new invoice appears, click on cancel, now check the original invoice wasn’t duplicated with charge lines
233206 Bug Fix – Exchange Rate
Description of Functionality: Fixed a bug from invoice screen, when change debtor with a different currency, the exchange rate on the invoice isn’t copied across to the exchange rate on the cost option, resulting invoice exchange rate overwritten from cost option again
Description of Use: Go to invoice tab, change debtor to one with different currency, save, go to cost option, check the cost option exchange rate is also updated
233541 System Parameters – DSP Invoicing
Description of Functionality: Set the invoice date to current date when posting a DSP invoice. The feature is working with a system parameter called “Invoice Date Sets to Collection or Despatch Date” where it needs to be set to Y or C. Previously, the invoice date will be set to uplift date, if the uplift date is in the past the invoice date will be set to current date.
Description of Use: The change is applied in the invoicing tab. Users can try posting a DSP invoice, the date in the prompt will be set to today’s date regardless of the uplift date is in the past or not.
Areas of Moveware/Companies Affected: The system parameter “Invoice Date Sets to Collection or Despatch Date” needs to be set to Y or C
233577 Enhancement – Moving Currency Transactions Between Debtors Accounts
Description of Functionality: From debtor inquiry screen, now allows to move transactions from foreign currency debtor to another debtor with the same currency. Originally foreign currency transactions are disabled.
Description of Use: Go to a foreign currency debtor, select transaction, use blue move button to move to another debtor with the same currency, check the transaction is moved. Now try moving transaction to a debtor with a different currency, there should be an error saying currency different
233652 Enhancement – Update Customers Used for Van Line Charging to use VL Control Account
Description of Functionality: For Olympia, if a job has a tariff account, invoices and receipts applied to these invoices on the job will go to the trade account on the tariff account. Otherwise it will use the standard procedure of using the control account on the debtor of the invoice and if blank then the default trade account.
Areas of Moveware/Companies Affected:
Olympia Only
Invoices/Receipts
233923 Enhancement – Increase in VAT on Removals
Client Specific (Companies Using New Tax System)
Description of Functionality: Previous tax date check only works with old tax system when an invoice is posted, now it works with new tax system as well.
Description of Use: When an invoice is posted, the invoice date is checked against cost option date/uplift date to determine if there is a new tax to be used for the invoice. If the invoice is linked to cost option, the user should get a warning to update cost option tax, if the invoice is stand alone, there is a prompt to update tax on the invoice.
234060 Bug Fix – Finance Charge not applying when Posting Receipt
Description of Functionality: Fixed a bug on receipt screen, when enter finance change, and click post, it does not update the unapplied amount, only if user clicks out of the finance charge field it updates. This is now fixed.
233777 Enhancement – Closing Accrual Screen Enhancement
Description of Functionality: Added functionalities below for the Closing Accruals screen:
1. Filter by Invoice Date rather than uplift date (JM, Anglo, Olympia only).
2. Filter by Creditor
3. Filter by Costing Accrual Status (defaults to A)
4. Ability to create purchase invoices from this screen.
Areas of Moveware/Companies Affected:
Closing Accruals
All Companies (certain changes specific to JM, Anglo & Olympia)
234220 Bug Fix – Purchase Import Frame Error
Description of Functionality: Fixed error on purchase import screen, or from purchase update, when toggle import view, previously there was an error about frame size,
234302 Enhancement – Quick Entry Screen – Notify if Debtor Accounts set as Bad Debtor
Description of Functionality: For quick entry screen, when add debtor should check if debtor is a bad debtor and give warning
234411 Enhancement – Creditor Management Screen Update
Description of Functionality: Replaced Fax Column with Type and added Type Search Filter and Lookup
234530 Bug Fix – Jobs ‑ Invoicing – Validation Before Posting
Description of Functionality: Fixed on the invoice screen, when invoice has been posted to debtors, it should still validate the same fields before the posting
234604 Enhancement – GL Journal Transactions Screen – Added Company Level Security
Description of Functionality: Added Company Security to General Ledger Journal Screen
234941 System Parameter – Allow Debtor Company Not Match Invoice Company
Description of Functionality: New system parameter “AllowDebtorCompanyNotMatchInvoiceCompany”
Default behavior is do not allow debtor company to mismatch invoice company on a debtor invoice, companies wishing to allow those to mismatch MUST turn on the system parameter.
Description of Use: Companies still wish to allow mismatch between Debtor Company and invoice company MUST turn on this system parameter
235037 Enhancement – Linking of CRM Entry on Jobs
Client Specific – Harrow Green
Description of Functionality: When typing in customer code, and returning into removals management, the popup for updating corporate should also work for private customers now
Areas of Moveware/Companies Affected: HG Only
235097 Enhancement – Extra Validation when Updating the General Ledger’s Account Subcode
Description of Functionality: From G/L setup screen, when the user changes the subcode value, if journal transactions exist against this subcode, prompt with error message
Description of Use: Go to G/L setup screen, choose a G/L code where there are transactions, change the subcode – error message should appear
235309 Bug Fix – Account Summary Report
Description of Functionality: Bug fixed to exclude the current earnings control account from the report. Previously, it includes the current earnings accounts in the report and made the calculation for total balance incorrectly.
Description of Use: To see if the fix is working correctly, users shouldn’t be able to find the account assigned to “Current earnings” control account in the report anymore.
235642 Bug Fix – Currency Exchange Rate Issue
Description of Functionality: Fixed exchange rate problem, debtor exclusive rate and creditor exclusive rate can be for different days, so in the case of no debtor rate for a day where there is creditor rate, the creditor rate should still be used.
Description of Use: The system should pass back latest rate to be used for debtor and creditor separately. For example, if today’s date has creditor rate but no debtor rate set, creditor rate should still be used for creditor product
Infrastructure
235346 Bug Fix – Speed Enhancements to Daily Diary and Diary Resources
Description of Functionality: Performance enhancements to the big Daily Diary and Diary Resources panel
Description of Use: Adding and removing resources to/from a diary action in the daily diary and on the diary tab
235355 System Parameter – Do Not Validate Survey Date
Description of Functionality: Added System Parameter ‘Do Not Validate Survey Date’ to prevent the validation of Survey/Inspection dates on status I
236665 Reversing Journal Update
Description of Functionality: Do not allow moving of invoice/receipt from debtor inquiry screen to a new debtor in a different company
Do not allow moving of purchase/payment from creditor inquiry screen to a new creditor in a different company
Inventory
233764 Bug Fix – Inventory Issues /Errors ‑ Slow and Going to the Top of the Inventory too
Description of Functionality: Fix a problem in removals inventory tab, when save the cursor moves to top, it should stay on the same record
234381 Enhancement – Inventory Management: New Field – Special Items
Description of Functionality: Added a new field in inventory for ‘Special Items’.
This field appears in:
1) Inventory setup, for defaults
2) Removals inventory
3) In MoveSurvey, Inventory screen
This field has a look‑up that runs against code ‘Special Items’
Description of Use: Set up any required defaults in Inventory Management (for furniture). When adding in the inventory, these defaults will be used. Defaults can be changed to existing ‘special items’ or new, free‑form text.
234665 Enhancement – Fine Art/Asset Management – Picture Browser Enhancement
Description of Functionality: Resized the object/asset management picture browser so that larger pictures can be viewed and not cut off. Added yellow icon to access files belonging to the object/item from the screen.
234702 Enhancement – Fleet Management – Label Changes
Client Specific – Cadogan Tate
Description of Functionality: CT only, change some labels for fleet management
Areas of Moveware/Companies Affected: CT only
234997 Enhancement – Job Resources – Ability to Unlink Resources from Inventory
Client Specific – Olympia
Description of Functionality: For Olympia, added an unlink button in the Job Resources screen which allows the user to unlink a packing resource from the inventory to then edit its Est Qty figure without having to modify the inventory.
Areas of Moveware/Companies Affected: Olympia Only
235547 Enhancement – Data Import Screen – Update for Furniture Data Import now caters for Import of Weights and Volume at Same Time
Description of Functionality: Made changes to data import for furniture so that volume column is now for volume only and added additional weight column which will import in Pounds or Kgs depending on whether the system parameter for Display Weights is set to ‘K’ or ‘L’, if this system parameter is not set, then it will depend on whether the system parameter ‘Show Net Pounds’ is turned on or not.
Previously it worked in that if the ‘Display Weights’ system parameter is set to ‘K’ or ‘L’, the Volume column would be used for weights only which meant that the user could only import the Weight or Volume but not both, this change allows the user to import both the weight and volume for each furniture.
235659 Timesheet – New Toggle
Description of Functionality: Added new time toggle only when system parameter Enable Internal Timesheeting is turned on (general tab). Time toggle should show time allocated.
Areas of Moveware/Companies Affected: Companies using internal time sheeting
MoveWeb
229963 Bug Fix – Invoicing – Agent ID Flag ‑ set to 1 When not Exported
Client Specific – Harrow Green
Description of Functionality: When copy invoice, the export flag should be reset
Areas of Moveware/Companies Affected: HG only
231526 Enhancement – MoveClient – Reports – New ‘Web Access’ Field
Description of Functionality: In Report Configuration we have added an extra field labelled Web Access. This links in the MoveClient and MovePartner, and if a diary action is created when the report is run the Web Access field controls if the diary action is to appear online. This field will set the Web column in the Removals/Jobs Diary if the diary action is not already setup to do so.
This enables systems to only display certain diary action of a particular type (eg. only display email diary actions that are generated from certain reports)
Previously Moveware was only able to set the Web column in the Diary based on the Diary Action setup.
In Report Configuration setup a Report as has been done previously with the Update Diary field set to Y. In the Web Access field add C (if the action is to display for MoveClient), P (if the action is to display for MovePartner) or CP (if the action is to display for both MoveClient and MovePartner)
233300 Enhancement – Website interface ‑ Book Now
Client Specific – Anglo
Description of Functionality: New Book Now quotes, to add diary action Book now if job exists
Areas of Moveware/Companies Affected: Anglo only
Removals
227938 Enhancement – Colour of Claim Tab
Description of Functionality: When a claim is set to resolved, the colour on the claim tab is changed to green. The system parameter “show coloured tabs in removals management” must be set to Y(setup tab)
Description of Use: Makes sure system parameter is set to Y
Go to removal claim tab, change resolved to Y, check colour is set to green, change back to N, check colour is now red
229053 System Parameters – Convert Rate Request to Removal Plan
(Except Harrow Green)
Description of Functionality: If the system parameter “Use the First and Last Name field in Removals Management” is set to Y, then in rate request when adding new rate request, the toggle should default to ticked. All companies except HG
Areas of Moveware/Companies Affected: All companies using “Use the First and Last Name field in Removals Management” except HG
229913 Enhancement – Costs Est / Actual per User
Client Specific – John Mason
Description of Functionality: When JTC is run, the user who runs JTC should be written to the move account manager field if it is blank.
New report Costing By Users under Other section, group by account manager, and filter by account manager
Areas of Moveware/Companies Affected: JM
230491 Purchases – New Toggle
Client Specific – Packimpex Only
Description of Functionality: New toggle on creditor purchase, if ticked do not check approval limit, toggle only available to group 4 users
Areas of Moveware/Companies Affected: Packimpex Only
230821 Enhancement – Removal EXR Type Changes
Client Specific – Anglo
Description of Functionality: Extended functionality for EXR to all export types (EXB, EXR, EXT, EXV), when update removal to status W or set shipping to R, the cost option selected will update removal details.
Areas of Moveware/Companies Affected: Anglo only
230953 Bug Fix – Removal Corporate Lookup ‑ Show all Debtors
Client Specific – Anglo
Description of Functionality: For Anglo ‑ when using the corporate lookup in removals screen, by default show all customers. Previously lookup would default to only show corporate customers.
Areas of Moveware/Companies Affected: Anglo Only
231591 Enhancement – Receipt Listing – Receipt Payment Type
Description of Functionality: When updating pay method for receipt, it should update diary action ‘paymethod’
Description of Use: Go to receipt listing screen, bring up a receipt, edit and change pay method, check the diary on the removal is updated with new pay method
232566 Bug Fix – Costing Value Pulled from Diary Resources is not Storing the Decimal Values
Description of Functionality: For costs that are updated from diary resource (estimated), previously it was carrying over quantity as an integer value, now it accepts decimals
Description of Use: Go to job diary, resources, enter quantity as a decimal, check costing is updated as decimal
232613 Reversing Journal Update
Client Specific – Clockwork
Description of Functionality: If accounting date closed, do not allow reverse of journal, instead of just warning message
Areas of Moveware/Companies Affected: Clockwork only
233675 Enhancement – Event Log Recorded When Moving Cost Option
Description of Functionality: New event log created when cost option is moved to another removal plan (when copying removals), the event log should write to original removal.
Description of Use: Copy removal, select to move cost option(s), check event log is written to original removal.
233776 Security on raising Credit notes via Moves
Client Specific – Cadogan Tate Only
Description of Functionality: Added security group ‘>’, with this security group users can post non storage credit notes from invoicing screen. Storage creditor note and invoices can still be posted without this security group.
Areas of Moveware/Companies Affected: CT only
234142 Enhancement – Sales Follow Up Screen – Date Range Filters Added
Description of Functionality: Sales Followup Screen
– Added date range for inspection,entered and followup date,
– Added Followup time column
– moved filters to top of screen.
– Added follow up time next to follow up at the bottom of screen.
– Also added to removal management screen, the followup time field
234305 Enhancement – New Creditor Product – Client Total
Description of Functionality: Add “Client Total” creditor product, to be calculated as “option total” + manual adjustment + seasonal adjustment. If the client total is modified, the manual adjustment figure should change accordingly.
Description of Use: Add under creditor product a new product “Client Total”, set Cost Total as T, and Cost Margin as M, add job types for using this creditor product. (Easiest is just copy Option Total and then change to Client Total). Go to cost option, add a new cost option, check the client total has come through, check that when adjustment manual adjustment and seasonal adjustment, the client total is updated, and vice versa when adjustment client total, manual adjustment should be updated.
234307 Enhancement – Debtors Management – Rates – Ensure Currency Field is Saved in Capitals
Description of Functionality: Debtor management, rates tab, when saving, Branch, Type, Destination/Origin Code, Region, currency fields should all be capitals
234308 Enhancement – Removals Details Screen – Ability to Clear Tariff
Description of Functionality: For companies using new removal screen, and using tariff debtor. On the detail screen, next to tariff field, there should now be a red cross to clear tariff.
Description of Use: Make sure system parameter using new job screen and use tariff debtor are both set to Y, go into removal detail screen, check if there is tariff on the job, if not add a tariff. The red cross should be activated, and click on it, the user will be prompted with a confirmation to clear tariff. Check that the tariff is cleared
Areas of Moveware/Companies Affected: System using new job screen, and use tariff debtor
234309 Enhancement – Cost Option – Tariff Rate Popup Update
Description of Functionality: When adding cost option, if a tariff rate is found, and the rate is in a different currency to the cost option currency, it should show both cost option and original rate currency and rate/value.
Areas of Moveware/Companies Affected: All Companies
234321 Enhancement – Costing Approval Enhancement
Description of Functionality: From costing screen, when a cost option is locked, if the system uses costing approval, previously it would send messages/emails to the removal salesrep and move manager. The change is to bring up a list of possible Approvers (looking at approver limit and compare with costing price), and users set as PO Notify.
Also add a new system parameter ‘Locking of Cost Option if No Estimated Cost but has Sell Price’ (‘PreventLockIfNoEstCost,Prevent’), previously this was working for all clients.
Description of Use: In costing screen, lock cost option, if the system is set to use costing approval, then a popup should occur to pick the salesrep to send the approval message
234323 Enhancement – Removal Defaults
Description of Functionality: On Add of a Removal (Systems using the new details browser only).
1) If type is EX* (Except EXT) set Origin Agent to be the Branch Agent
2) If type is IM* set the Destination Agent to be the Branch Agent
3) Asian Tigers Only
If type is either EXA or IMA, don’t set the Booking Agent. Do so in all other cases
If type is EXP and IMP set the Insured by to be OA
Areas of Moveware/Companies Affected: New removal screen only, 1 and 2 for all clients, 3 and 4 for Asian Tigers Only
234349 Enhancement – Prompt when Attempting to Assign a Removal Plan to More than one Waybill
Description of Functionality: Added popup when adding a new waybill (through Removals Management) to check to see if a user already has a Waybill and asks the user if they wish to continue.
234353 Enhancement – Hauler in Existing Trips Menu
Description of Functionality: Added an additional column in the Waybill/Trip list showing the freight (or Hauler if company is using Van Line Operations). There is also the ability to filter waybills/trips by the freight/hauler.
234407 Enhancement – Ability to view Job/Removal linked to a Claim in the Claims Management Screen
Description of Functionality: Added button to easily view the job/removal linked to the claim from the claims management screen.
234699 Bug Fix – Copying a Job – Clear Archive Number Field
Description of Functionality: When copying a removal, reset ‘Archive No’ field
234790 Bug Fix – Attaching and Un-attaching Receipts
Description of Functionality: Fixed a problem with applying receipt to a credit note from the receipts display screen. As a result of adding functionality of applying credit note to invoice, it has affected the applying of receipts to credit notes. Fixed now.
Also fixed a problem with un-applying receipts from unapplied invoices
234795 Enhancement – Job Type Creator – Added Pack Type
Description of Functionality: Pack Type is now available in the JTC. It will default from a setting in the Job Type
234880 Bug Fix – Costing Screen
Description of Functionality: Fixed a bug from cost screen, when adding multiple costs the ‘actual’ property isn’t reset, so if one of the cost lines has an act value (act = est) then it is carried over to all consecutive cost lines.
234913 Bug Fix – Creditors Purchase Orders – New ‘Include Cancelled POs’ Screen Toggle
Description of Functionality: From PO screen added new toggle “include cancelled POs” to show cancelled Purchase Orders. Also when a purchase order is cancelled, do not reset the filter form the search screen
234940 Agent defaults in Removals
Description of Functionality: When adding a new removal, if the destination code has a branch, the system will lookup the branch destination agent and set removal destination agent accordingly. If the destination code is updated on a removal, the new destination agent will be set if it exists.
Description of Use: Change destination code, check that destination code has branch set, and branch has destination agent set, if so the new destination agent should be set on the removal. Also should behave the same when add new removal
235004 System Parameter – Delete all Diaries – Ability to Delete all Diary Actions Except the Completed Ones
Description of Functionality: For Non‑Diary based resource costing companies, added a system parameter (‘DeleteAllDiaries’) which allows the user to delete all diaries on a job except for completed ones as well as those with resources assigned.
235034 Enhancement – Rate Request Linked to RP – Allow Copying of Cost Options from Rate Request to Removal
Description of Functionality: When user inputs Removal Number on a rate request and the rate request has cost options already existing, the user will be asked if they want to copy the cost options onto the removal. IF the user selects ‘Yes’, then the cost options are added to the removal
Description of Use: Go to a rate request already has some cost options and is not linked to a removal, enter removal number, a questions should popup asking if user wants to copy costing. If the user selects ‘Yes’ then saves the rate request, the cost options are then copied onto removal
235144 Enhancement – Appointment Diary – Retain Last Height and Width Size for the Next Time it is Loaded
Description of Functionality: The New Appointment diary will remember the last height & width setting used and use this setting the next time the diary is loaded.
235151 Enhancement – Adding New Job Sets Move Manager
Client Specific – Asian Tigers
Description of Functionality: When adding a new job, leave move manager field blank. Do not set move manager to user.
Areas of Moveware/Companies Affected: AT Only
235156 System Parameter – Use Todays Date for Cost Option Date
Description of Functionality: New system parameter “UseTodayForCostOptionDate”
When turned off, the JTC should use uplift if not blank, otherwise use Est Move Date if not blank, otherwise use today’s date as the created date for the cost option. When finding rates, it should always use cost option created date, also the costing line’s est date should match with this date
If turned on, then it should just use today’s date, and when finding rates, it just uses today’s date, and puts today’s date in the costing line records. Does not affect CRL in setting the cost option created date
235159 Enhancement – Creditor Management – Do not default the country field when adding new Creditors
Client Specific – KHZ
Description of Functionality: When add new creditor do not populate the country field
Areas of Moveware/Companies Affected: KHZ Only
235163 Enhancement – Cancelled Jobs – Validation Update
Description of Functionality: Do not validate the following fields when job is status ‘C’ (Cancelled):
- Sales rep
- Account manager
- Quote To
- Language
235178 Bug Fix – Costing Screen – Hide ‘Option Total’ From Lookup
Description of Functionality: When lookup creditor product to add to costing, do not show “Option Total” to prevent user adding by mistake
235260 Enhancement – Auto Created Diary Actions – Create Actions Depending on Removal Status
Description of Functionality: Added the ability for Diary Actions to be AutoCreated based on the Removals Status rather than creating them all at the start
Description of Use: Basically actions will only be created based on the status they are set at. Eg. Actions relating to Booking (Status W) will only create when the removals status is changed to W
Set “Auto Create Diary Actions uses Job Types” to Y to activate but make sure the Diary Actions have autocreate set and the status set
235326 System Parameter – Auto Create Diary Actions Uses Job Types
Description of Functionality: We’ve added the ability for Diary Actions to Auto Create now based on Job Type rather than Removal Type System Parameter Enabled
235339 Enhancement – Added Validation to Items Field when Removal Shipping Status is R or Y
Client Specific – Anglo
Description of Functionality: When Removal Shipping status is R or Y, allow save of removal if Item is not zero.
Description of Use: Change shipping status to R/Y, set items to zero, the validation error comes up on save
Areas of Moveware/Companies Affected: Anglo only
235342 Insurance / Extended liability ‑ Calculating CIF value
Client Specific – Anglo
Description of Functionality: When insured by is entered as “Cadogan Tate”, and save, the insured value is then calculated from inventory objects insurance total. When updating costs, the est qty for ‘I’ calc type should be updated to total of insured value + all pirces pf costs in GBP
Areas of Moveware/Companies Affected: CT only
235398 Enhancement – Adding a Removal to a Waybill from Removal > Waybill tab – bypass ‘Add to Existing Waybill’ prompt
Client Specific – TWW
Description of Functionality: For TWW, when adding a waybill to a removal from the waybill tab of removals management, suppress the prompt asking whether to add the removal to an existing waybill so that a new waybill is always created.
Areas of Moveware/Companies Affected: TWW
235540 Bug Fix – Costing – Min/Max Charge Rate Update
Description of Functionality: Currently the system checks max/min value against tax inclusive value regardless of the system parameter used. Change is to check which to use depending on system parameter. The change is for insurance calculation only
Description of Use: For a cost line with calc type set to insurance(R, IR, RT,TE,IT,IA), if a min/max rate is set it should check against the tax inclusive/exclusive values depending on the system parameters:
- Enter Creditor Product Rates Inclusive of Tax
- Enter Removal Product Rates Inclusive of Tax
If inclusive of tax then check against tax inclusive value, othersise check against tax exclusive value
235574 Enhancement – Job Type Creator Updates
Description of Functionality: Jobtypes Setup > Diary Tab now has the ability to add resources default to the diary, by branch and type of the job. This can also be setup for debtors
235615 Enhancement – Diary Screen Update – New Copy/Paste Functionality
Description of Functionality: New Labour/vehicle copy/paste functionality, now allows to paste to the same job for future Operational diaries
On big diary, click copy, on same diary, click paste, should popup with message asking if user wants to update all future diary actions on the same job. When click yes, it then copies resources to all future diary actions of the same job. The paste for different diary action still works as previously.
235654 Enhancement – Cost Option – Reversing Cost Option Lock Requires Password
Client Specific – Anglo
Description of Functionality: When reversing a cost option lock, password is required. The password is same as branch change removal status password
Areas of Moveware/Companies Affected: Anglo Only
235825 JTC Diary – Use Sales rep if no Move Manager assigned against removal
Client Specific – Anglo
Description of Functionality: If move manager is blank, the diary assigned field should be set to Sales Rep
Areas of Moveware/Companies Affected: Anglo Only
235838 Removal Time Allocated Field Update
Client Specific – Packimpex
Description of Functionality: Est Qty Calc should take into account cost option’s that are cancelled or credited
Description of Use: For cancelled cost option the est time should not be counted, for credit it should be counted as negative, the est time is on the cost option header, which is totalled on the removal time allocated field
Areas of Moveware/Companies Affected: PI only
236267 Removals – Refer field updates from Debtor Refer Field
Client Specific – Cadogan Tate
Description of Functionality: When adding new debtor from removal detail screen, the removal refer field shuold populate to the debtor refer field
Areas of Moveware/Companies Affected: CT only
236395 Bug Fix – Running JTC to not Combine Invoices Should Create Separate Invoices for Each Job Type Selected
Description of Functionality: Added a system parameter ‘UncombineAsSingleOption’
When enabled, unchecking the ‘Combine as single option’ toggle when running the JTC affects invoices that are not created from cost options.
236450 Job Type Creator – Creditor Product Parent Update
Description of Functionality: Added a check in JTC to check if the parent creditor product is not active do not create the parent
Description of Use: If one of more creditor products of the job type has a parent setup, and the parent is not active, when the JTC is run, the parent should not be created
236603 Inventory View Changing Bug
Description of Functionality: When adding new inventory in removal inventory tab, do not change the view, it should keep the view the user has chosen
Description of Use: Go to removal inventory tab, change the view, add inventory, check the selected tab has not changed
Daily Diary
230232 Bug Fix – Recording Actuals, Value is Prepopulated
Description of Functionality: When copy a job and diary actions, the actuals on the diary should be cleared
Invoicing
230239 Bug Fix – Credit Note ‑ Incorrect Storage Insurance % Charge
Description of Functionality: For storage invoice, should separate tax from the storage insurance rate charge, previously the tax is added to the insurance value as one Number
231116 System Parameter – Added system parameter to default ‘Agent To’ in Rate Request to Self-Agent
Description of Functionality: Added system parameter ‘Default Self to Agent To in Rate Request’ under the Setup Tab in system parameters.
If turned on, when adding new rate requests, it will default ‘Agent To’ as the agent linked to the user who is adding the rate request (this can be done from employee management).
231689 Enhancement – Credit Note Issue
Description of Functionality: Prevent users from deleting lines in a combined invoice.
Description of Use: To remove lines from combined invoice, the user should use the + sign from costing, not to delete lines in the invoice screen. Now the user should not be able to delete lines in the invoice
231816 Enhancement – Storage ID is Copied to New Files
Client Specific – KHZ
Description of Functionality: When copy removal do not copy storage ID
Areas of Moveware/Companies Affected:KHZ only
231996 Enhancement – Deleting Diary Action from a Cancelled Job
Description of Functionality: When cancel a job, if there is a survey/inspection diary on the job that is in the future, this diary action is deleted
Description of Use: Go to removal management, make sure there is a survey/inspection diary on the job and date is set in future. Cancel the job, then check diary again this diary should be deleted
232050 Bug Fix – Jobs ‑ Diary ‑ Cost not Refreshing Properly
– Diary Resource Costing Only
Description of Functionality: Fixed refresh issue when updating diary resource panel, the price isn’t updated on diary screen. Diary resource costing only
Description of Use: System must use diary resource costing
Go to job diary, open diary resource panel, update the price, on save, the diary screen should refresh with new price
232070 Bug Fix – Jobs ‑ Copy Function ‑ Actuals are Appearing on New Job
Description of Functionality: Fix actual hour column being copied when copy removal and choose to copy cost options across, the diaries are copied with actual hour column. These should now be cleared when copied
Description of Use: Copy a removal, choose copy cost options, check the diary actions on the cost options copied across should have act hour column set as Blank
232356 Bug Fix – Delivery / Packing Labels
Description of Functionality: Fixed bug where there show funny labels of delivery packing in the middle of the screen
232386 Enhancement – Workload Calendar is not Working Properly
Description of Functionality: Workload screen now default status to W
Description of Use:Go to work loadscreen, check that the default status is set to W
232455 Enhancement – New Rate Field
Description of Functionality: Added new Internal Comments field to rates which is used in Multi Rate Finder. Allows comments now to be separated between client and internal comments
232537 Bug Fix – Cost Only Line
– Clients Using Customisation of Debtor Job Types
Description of Functionality: For clients using customisation of job types for debtors. When go into debtor job types screen, the filter for active/inactive should be defaulted to blank so the user can see all job types
Areas of Moveware/Companies Affected: All clients using customisation of debtor job types
232539 Enhancement – Inherit the toggle ‘Calculate Volume from Inventory’ when copying jobs
Client Specific – Cadogan Tate
Description of Functionality: Inherit the toggle ‘Calculate Volume from Inventory’ when copying jobs
Description of Use: Previously, this toggle would be unchecked by default despite having the ‘Update Volume from Inventory’ system parameter set when copying jobs, this is so that the volume is copied across from the previous job without having to copy across the inventory.
Changes have been made for Cadogan Tate Fine Art jobs so that this toggle is inherited on copied jobs, this means that if no inventory are copied across, the volume on the copied job would be set to 0.
Areas of Moveware/Companies Affected: Cadogan Tate Fine Arts
232684 Enhancement – Setting Default Booking Agent
Client Specific – Cadogan Tate
Description of Functionality: For CT, validate booking agent for all statuses (not just W & P when the Validate Booking Agent system parameter is turned on). Also default booking agent to blank when the user is of a certain department so that they are required to fill in the correct booking agent.
Also default the booking agent look up list to show ‘INT’ agents rather than ‘DOM’ agents.
Areas of Moveware/Companies Affected: Cadogan Tate Only
232734 Enhancement – Separated out CPC, License No & Entry No From Master Records so that they are Saved as Separate Instances Against Each Job
Description of Functionality: For Fine Arts, separated out CPC, license no & entry no from master records so that they are saved as separate instances against each job
232762 Enhancement – Complete Past Due Outstanding Jobs in Materials Menu
Client Specific – Brytor
Description of Functionality: Material screen now defaults to show N status records only
Description of Use: Go to materials screen, check the 1st filter is set to N, and it is filtered correctly.
Areas of Moveware/Companies Affected: Brytor only
232873 System Parameters – Added a System Parameter to Allow the Editing of Actuals for Packing Materials Auto‑Created from Inventory
Description of Functionality: Added a system parameter to allow the editing of actuals for packing materials auto‑created from inventory
The system parameter can be found under the setup tab called ‘Allow editing of actuals for auto‑created packing’.
Description of Use: Previously, when a packing item is added to an inventory and therefore auto‑created into the resources tab, its values are locked down from editing. When turning on the new system parameter, users will be able to edit the actuals of these auto‑generated packing materials in the same way as normally added packing materials.
233056 Enhancement – Creditors ‑ Purchase Orders ‑ New Supplier & Filled Status
Client Specific – Harrow Green
Description of Functionality: When changing creditor or status on PO, if creditor is NEW and status is Filled, an error should come up to prevent the change
Description of Use: Either change creditor to NEW when the status is filled, or change status to Filled when creditor is NEW, an error message should come up
Areas of Moveware/Companies Affected: HG only
233063 Enhancement – Marketing Flag Not in Baggage Menu
Client Specific – Anglo
Description of Functionality: For baggage screen, added marketing combo same as on removal screen
Description of Use: Go to baggage screen find next to service there is now new field “market”
Areas of Moveware/Companies Affected: Anglo only
233085 Enhancement – Removal Details Change ‑ Service field not Compulsory for DSS Job Type
Client Specific – Packimpex
Description of Functionality: Users are now able to save DSS jobs without a Service value.
Areas of Moveware/Companies Affected:Packimpex Only
233104 Enhancement – Survey Date
Description of Functionality:Removal management, and baggage management, when survey date is entered for a date > 100 days from today, a warning is given
Description of Use: Go to removal management (both new and old job screens), enter a survey date > 100 days from today, when leaving the field, a warning is given, same for baggage screen
233209 Enhancement – Discrepancy between Branch and Invoiced branch
Client Specific – Grospiron
Description of Functionality: On post of invoice, check that invoice branch is same as removal branch, gives warning if different and allows to back out of post
Areas of Moveware/Companies Affected: GRO only
233248 Enhancement – Storage screen
Client Specific – John Mason
Description of Functionality: JM only
On storage invoice screen, do not default branch and frequency, also on load show empty screen
Areas of Moveware/Companies Affected: JM only
233332 Enhancement – Customized Alert – Diary Action
Description of Functionality: When add an alert (from diary screen, click quick add contact (phone button), the add diary popup comes up, and the comment section should be populated from diary setup comment field, this gets set to diary comment when diary is added
233346 Enhancement – Posting invoices
Client Specific – John Mason
Description of Functionality: When post invoice, the post direct to debtor toggle should be disabled
Areas of Moveware/Companies Affected: JM only
233426 Enhancement – Total Charges ‑ Word Merge Change
Client Specific – FAM Companies
Description of Functionality: For FAM relocations only ‑ The ‘Total Charges’ word mail merge now includes costing line values below the Option Total. i.e. Any costing line with ‘One’ column is set to ‘N’.
Areas of Moveware/Companies Affected: Company Specific ‑ FAM
233453 Enhancement – Cancelled Invoice Still Show as Unpaid (Red)
Description of Functionality: In removal management, when an invoice is cancelled, it still shows as red (unpaid) – this is now been fixed
Description of Use: Go to removal management, cancel an unpaid invoice, check that the header stops showing red
233664 Enhancement – RP Look up by Invoice
Description of Functionality: Added Removal Lookup from Invoice
Description of Use: Added a new icon located next to the Removal Number to enable lookup of a Removal from the Invoice
233728 Enhancement – Invoicing – Active Periods
Client Specific – Packimpex
Description of Functionality: When post invoice to status A, the system should check invoice date is in an active period
Areas of Moveware/Companies Affected: PI only
233768 Bug Fix – Jobs ‑ Details ‑ Revenue Amount is Incorrect
Description of Functionality: When set a cost option to No Charge, it should not exclude cost option from revenue analysis, previously it is still included in revenue analysis
Similarly when user cancelled an invoice from invoice screen that is linked to a cost option. The cost option also should be excluded from revenue analysis
233913 Enhancement – Mandatory Fields When Closing Files
Client Specific – Packimpex
Description of Functionality: When close a removal, for certain job types validate delivery address
1) Would be for job types DOM, DSI, DSP (only when destination type is IN), EUI, IMP when file status is W.
2) Mandatory should be Delivery Address Line 1, Delivery Address Suburb and Delivery Address Postcode and Delivery Email
Areas of Moveware/Companies Affected: PI only
234025 Bug Fix – Issue with Debtor Lookup If They have Very Similar Debtor Code
Description of Functionality: When lookup debtor from removal etc, the debtor code should match exactly, not partially
Description of Use: For example if there are 2 debtors, one with code c001 the second c0011, and the removal is set with c001, when lookup this debtor, it should show c001, not c0011
234039 Enhancement – Passport Expiry Date
Description of Functionality: Calender years now go up to 2030
Description of Use: All calendar dialogue boxes
234085 Enhancement – Move Manager Screen
Description of Functionality: Added Account Manager (AMGR) column in the Move Manager screen.
Reports
230533 Enhancement – Removals Diary ‑ Client Contact Report Changes
Description of Functionality: Client Contact report now takes into account the type of diary currently being selected along with the ‘Cost Option Only’ toggle
Description of Use: In Removals Diary tab, select the print button (not the print button located in the quick print drop down box)
231212 Enhancement – Allow Filter by Invoice Date Using ‘radiosalesinvoice’ Filter
Description of Functionality: When ‘radiosalesinvoice’ is used in the filter of a report, it will add ‘Invoice Date’ to the by date drop down so that you can filter analysis reports on the invoiced date (the report must be able to cater for invoice dates).
Description of Use: Added filter ‘radiosalesinvoice’ so that when ‘radiosales’ is used, ‘Invoice Date’ is also used as a part of the by date drop down.
231381 Enhancement – AFRA Insurance Documents ‑ New Documents Added
Client Specific – AU Clients
Description of Functionality: Added the following AFRA insurance documents to the Moveware system:
AFRA Insurance Declaration
AFRA Ins Declaration ‑ Storage only burglary cover
AFRA Ins Certificate ‑ Storage Only Burglary cover
Please contact Moveware if you wish these reports to be active on your system as they are specific to Australia.
231502 Enhancement – Employee Log ‑ Filter for Category of Log so they can Filter on Training
Description of Functionality: Adding a new filter for Employee Log report called Paylog Category
Description of Use: The filter is in report section, it is a drop‑down menu where you can select certain from certain types of category
If the filter doesn’t exist in the filter list, users need to add ‘paylogcat’ in the filters field of the report configuration
231790 System Parameters – Added Date Departure & Date Arrival to the New Job Details Screen
Client Specific – Clients Using the New Job Details Browser
Description of Functionality: Added Date Departure & Date Arrival to the New Job Details Screen
Description of Use: In order to see these fields, the ‘Date Departure’ & ‘Date Arrival’ codes of type ‘Removals Details’ must be activated and set to show for the type of jobs required.
These fields are updated from diary actions of keyaction ‘Departure’ & ‘Arrival’ respectively which in turn are updated from the Date Departure & Date Arrival fields of waybills the job may be assigned to.
231923 Enhancement – Warehouse Daily Diary
Description of Functionality: The user can now filter by location in daily diary report. The user can type in letters and filter several locations that starts with the same letter that was entered into the location field. Previously the user could not filter by location in the daily diary report.
Description of Use: This change is in the daily diary report. The user has to add the location filter in the report configuration screen in order for the field to appear. This filter is called “incont”.
If there are 4 different warehouses that all have names beginning with ABC you get a summary for all 4 warehouses if you enter “ABC” into the location filter when running the report.
232312 Bug Fix – Storage Invoice Email
Description of Functionality: For storage invoice, when send email, the dedicated email To and CC didn’t work with tags such as <salesrep email>. Now fixed
Description of Use: Go to storage invoice, email it, make sure the invoice report is set with email Y, and To or CC uses dedicated email with tags such as <salesrep email>, check the email is populated correctly
232500 Enhancement – Reports ‑ Insured Jobs ‑ Excludes Combined Invoicing Jobs
Description of Functionality: Fixed Report Insured Jobs (Insuredshipment.rpt) to include combined invoices as well
Areas of Moveware/Companies Affected: All companies using the standard version of this report
232700 Enhancement – Combined Invoice
Client Specific – UTS Germany
Description of Functionality: Show removal client on the invoice report transferee field
Areas of Moveware/Companies Affected: UTS only
232953 Enhancement – Merge Field Request‑ Paragraph
Client Specific – Anglo
Description of Functionality: New merger field <BaggageConfirmEmail>
if delivery date not blank and uplift date not blank then use paragraphs
‘EXB‑email‑1’
‘EXB‑email‑2’
‘EXB‑email‑4’
if delivery date is blank and uplift date not blank then use paragraphs
‘EXB‑email‑3’
‘EXB‑email‑4’
if delivery date not blank and uplift date not blank then use paragraphs
‘EXB‑email‑1’
‘EXB‑email‑2’
‘EXB‑email‑3’
if both dates blank the return blank
Areas of Moveware/Companies Affected: Anglo only
233135 Enhancement – Claims Register
Client Specific – Cadogan Tate
Description of Functionality: For claims reports, added filter “claimstype” to show claims type on the repot filter
Areas of Moveware/Companies Affected: CT
233292 Enhancement – Invoice Summary Report
Description of Functionality: Salesrep filter added to invoice summary report to look at rep field on invoice
Description of Use: If you need to use this new filter, add in filter “salesrep”. There are currently many filters already on this report, so will have to delete one filter to fit this one in
233401 Bug Fix – Workload Report
Description of Functionality: Workload calendar print out did not include the vehicles and labour used columns before, which were visible on screen display only.
Description of Use: When producing a pdf, excel export or print out of the workload calendar
233485 Quote New Fields ‑ New Merge Fields
Description of Functionality: Added new waybill merge fields to ‘Quote New Fields’ Merge Template
ClearAgent
ClearAgentAdd1
ClearAgentAdd2
ClearAgentAdd3
ClearAgentPost
ClearAgentPhone
ClearAgentFax
ClearAgentEmail
ClearAgentContact
233636 Enhancement – Destination Summary ‑ Add in Group By ‑ Shipment Status
Description of Functionality: Added ability to group by Shipment Status
233700 Enhancement – Removal Profit & Loss ‑ New Entered By Filter
Description of Functionality: Users are now able to filter by removal Entered By field on the Removal Profit & Loss report
233703 Enhancement – Packing Materials Report ‑ Filter by Resource Date
Description of Functionality: Packing Materials can now filter by resource date
233753 System Parameters – Preventing Uplift Date and Phone Carrying Over onto Invoices from Jobs
Description of Functionality: Added a system parameter ‘Do not show Uplift Date and Phone on Invoice’ in the Debtors tab of system parameter.
Turning this on will prevent the phone and uplift date from being copied across to the invoice ‘From’ and ‘To’ details from the job.
233841 Enhancement – Packing Materials Report ‑ New Status Filter
Description of Functionality: Packing Materials report can now filter by removal status
233671 Bug Fix – Customer / Creditor Reports ‑ Company Filter Change
Description of Functionality: When using the company filter, the system performs an exact match of the filter value used as compared to a ‘begins’ value check.
233725 Enhancement – Sales Revenue Analysis – Update
Description of Functionality: When an invoice number is assigned, the invoice should be included in sales revenue analysis, and be reflected in removals revenue figure. Previously if the cost option has been excluded, it does not become included when invoice number is assigned
Description of Use: When an invoice is posted (number assigned), it should be included in sales revenue analysis, if it hasn’t been already.
233785 Enhancement – Debtor Data Import – Additional Columns Added
Description of Functionality: Added Parent & Pricing columns for the Debtor Data Import which can be used to specify the CRM Parent and the Pricing account for the debtor to be imported.
These columns will only use customer codes of debtors/crm records that already exist in Moveware.
234211 Enhancement – Diary Action Setup – New KPI Management Field
Description of Functionality: Added a new field on diary action called KPI,
Added new code in codes management of type KPI
The diary KPI should look up codes KPI and allow multiple select
The report Diary action listing should allow filter by KPI (new combo on report)
Description of Use: First setup KPI in codes management, then go to diary action and add KPI to diary actions. In diary action listing report, filter by KPI and check report
234306 Enhancement – Diary Report – New Report Filters Added
Description of Functionality: New filters for move diary report:
- Timeframe
- Type
- Status
- Diary action
- Time
- Selected Diary
- Non Completed Jobs Only
- KPI
234326 Enhancement – Word Merge – New Merge Fields Added
Description of Functionality: Added 4 Extra word merge fields:
<Allowance>
<Spare1>
<Spare3>
<Volume Change>
234347 Enhancement – Job Sheet/Docket/Work Ticket Report – Implemented Report Branch Filtering
Description of Functionality: In the Quick Print drop down list in removals screen, the docket will now act in the same behavior as the other reports.That is, the report will appear on the list depending on Branch/Type/Status values assigned to the report (as seen in Report Configuration screen). Previously the docket would appear on the quick print combo box, even when the report itself is set to inactive.
234541 Enhancement – Receipt CSV Import – New Import Format Catered For ‘PayWay’
Description of Functionality: New receipt import format “PayWay” available
Description of Use: Select PayWay from import type, select csv file, then import, it should match against debtor by default
234660 Enhancement – Reports Linked to Diary Actions and Vice Versa
Description of Functionality: On the diary screen:
- The automatic report now has a button to edit this report directly
- Any reports that are linked to this action now display in the ‘linked’ field, and there is a link button to edit this report directly.
On the report screen:
- The linked report now has a button to edit the action directly.
- There is also a link button to edit any diary actions that automatically run this report.
Description of Use: Use the buttons next to the report / action fields to view the corresponding report / action.
234977 Users Listing report ‑ New Sort By Fields
Description of Functionality: Four new sort by fields now available to the Users Listing Report:
- EmpID
- First Name
- Last Name
- User ID
235286 System Parameter to enable an ‘Additional Comments’ box in Cost Option Headers
Description of Functionality: Added system paramter ‘ShowCostOptionComments’ to enable the additional comments box in cost option headers for additional comments that can be used on quotes or just for general info.
235519 Enhancement – New Report: Rate Request Conversion Report
Description of Functionality: New Rate Request Analysis report which groups by Agents in Rate requests and shows rate request conversions
235123 Invoice Update
Client Specific – Packimpex
Description of Functionality: For combined invoices only, when creating combined invoices, set one column to N regardless of removal product setting, except for the comment line showing removal number
Description of Use: Create combined invoice, check all lines are set to N for one column except comment line showing removal numbers
Areas of Moveware/Companies Affected: PI only combined invoices
235895 New System Parameter – Use My Docs
Description of Functionality: Added a system parameter ‘UseMyDocs’ that affects the folder location for saving a PDF for a generic report (ie: a report printed from the reports screen, such as General Ledger reports, etc.)
Description of Use: The UseMyDocs parameter has three possible options:
N (No): moveware will remain unchanged.
M (Moveware): Move will use the employee’s folder for saving these files. (Eg: \\Movewaredocs\ADM\Employees\123) This folder is accessible from the employee management screen.
Y (Yes): Moveware will use the Windows documents directory for this user. This is accessible from the Windows Explorer program.
Areas of Moveware/Companies Affected: Reports (PDF Filename) for All companies, all users.
Storage
226261 Enhancement – Additional Features to Rate Revision Screen
Client Specific – Cadogan Tate – Part
Description of Functionality: For CT, Added validation to prevent adding of a storage container to a storage account that already exists on another storage account and does not have a date-out set. For all companies, added a toggle ‘Exclude Zeroes’ to filter out charge lines with 0 rates and also added storage cost centre filter which can work with multiple cost centres.
227003 Enhancement – Rate Revision
Description of Functionality: For inventory storage, when rate revision is done, previously the last revision date isn’t updated. This change is to update last revision date for the storage line with inventory set Y
Description of Use: If the storage line has inventory set to Y, and the inventory has got a rate revision, previously the rate revision date isn’t set, now the rate revision date should be set on the storage line in detail screen (not in the storage inventory screen since no last rev date shown).
231162 Bug Fix – Storage Invoicing
Description of Functionality: Fixed a problem in storage date out invoice, from storage management screen. When the period is less than 1 (between 0 and 1), it was using 0 instead of 1. Fixed now so it uses 1
231233 Enhancement – Automatically Clear Locations on Job Inventory when a ‘Warehouse Date Out’ Diary Action is Completed
Client Specific – Fine Art
Description of Functionality: For Fine art, when completing diary actions with key action ‘Warehouse Date Out’ in either the job diary or the daily diary, it will automatically clear the location of the inventory records on these jobs.
232042 Bug Fix / System Parameters – Storage Search and Details Display Incorrectly
Client Specific – Using Agent Link on Debtor System Parameter Only
Description of Functionality: Bug fix storage screen, when first open the search screen displays debtor rather than search screen, only affects companies using agent link on debtor
Description of Use: Set system parameter on debtor tab “Use Agent Link on Debtor” to Y, go to storage screen, check it displays search screen not debtor screen
232368 Enhancement – Added Ability to Sort by the Columns in Storage Rate Revision
Description of Functionality: Added ability to sort by the columns in Storage Rate Revision. You can sort by the individual columns by clicking on the column headers.
233094 Enhancement – Storage Charge Lines
Description of Functionality: Added event log for deleting storage charge lines
Description of Use: Go to storage, delete a charge line, check event log
233149 Enhancement – Creating Out Of Store Invoice
Description of Functionality: Added a tax inclusive toggle on the storage out invoice popup, when clicked should show tax inclusive values
Description of Use: Go to storage, enter date out, click calculator button to bring up storage out invoice, check that the toggle is there, click toggle, should show tax inclusive values
234023 Enhancement – New Storage Records from Removals – Store Removal Number and Sales Rep to Storage Account
Description of Functionality: When adding a storage from removal management storage tab, the removal number and salesrep from removal should be automatically written to the storage.
234046 Enhancement – Two New Storage Calculation Frequencies
Description of Functionality: New Storage Frequencies
B – Biannual (26 weeks)
Z – Annual (52 weeks)
Similar to existing frequency T (13 weeks)
234067 Bug Fix – Storage Invoice Line Calculation Update
Client Specific – Cadogan Tate
Description of Functionality: When user changes invoice line, if qty/rate/value unchanged, do not recalculate value from qty/rate, because storage invoice value does not equal qty * rate
Description of Use: For storage invoice, set status back to N, change CC, save, check the value isn’t updated from qty/rate
Areas of Moveware/Companies Affected: CT only
234244 Bug Fix – Storage Invoices showing duplicate amounts
Description of Functionality: Fixed an issue with Storage showing duplicate invoice lines.
234592 Enhancement – Warehouse Management Screen – Update to Cater for Speed Issues
Description of Functionality: On load of the Warehouse Management screen the list of inventory usages will not initially populate. The user will then be able to enter filter values for their search to grab the list of inventory usage.
Description of Use: A user will load the Warehouse Management screen and be presented with an empty list. The user is then able to manually refresh the list or enter filter values required and return a filtered list. Due to speed issues associated with the loading of the full list, it has been decided to allowed the user the ability to filter the list prior to Moveware displaying the data to the user.
Areas of Moveware/Companies Affected: This change will affect all companies, except John Mason and Cadogan Tate who already have this setup in place.
Waybills
233335 System Parameter – Changes Needed for Long Distance Planning
Client Specific – N America Clients Using Van Line Long Distance Planning
Description of Functionality: Changes to Destination Summary and waybilling to allow for Long distance Planning of Vanline operators.
Description of Use: Added system parameter in Other tab called ‘Enable Vanline Operations’, when turned on it will affect the system in the following ways:
Waybill (trip) management:
- In the waybill search screen, it will display and allow user to search by Hauling (freight) agent instead of the destination agent.
- When adding a new waybill, the Hauling (freight) agent is validated instead of the destination agent.
- Re‑label ‘Freight’ to ‘Hauler’ in waybills details.
Destination Summary:
- Does not prompt the user when selecting a removal/job if it is unpaid.
- Default the agent lookup when creating a waybill to Hauling Agent rather than Destination Agent.
- Removed Load from and delivery from filters so that when searching for the ‘Load’ or ‘Delivery’ date, it will search between the load spread & delivery spread dates. The toggle below the load & delivery filter filters jobs with or without spread‑dates entered.
233622 Enhancement – Costing Filter Field
Description of Functionality: Added Search by Creditor in Waybill Costing Screen
Description of Use: Waybill Costing
234082 Bug Fix – Use Load for Shipment Status
Description of Functionality: When add a removal to an existing waybill from the destination summary, it doesn’t update the removal shipped status. When add to a new waybill it does.
234084 Enhancement – Assign Shipment to Several Drivers
Client Specific – Olympia
Description of Functionality: For Olympia, use the Clearing agent field for Hauler #2 (i.e. 2nd freight agent) and display this information in the Agent
Waybill/Trip history tab.
Areas of Moveware/Companies Affected: Olympia Only