Moveware Version 5.7 Release Notes
Moveware Release Notes
Version 5.7
Upgrade Rollout: November/December 2012
Administration
222315 Claims – Details Enhancement
Description of Functionality: New field ‘Date Delivery’ added to details of the claim
Description of Use: In the Claims tab, added a new field ‘Date Delivery’ which auto fills with the removal’s delivery date. If no value is found, then the waybill’s ETA date is used instead.
Areas of Moveware/Companies Affected: Removals/ Claims – Company Specific – Conroy Queensland
221785 Mandatory Pay field in Moveware
Description of Functionality: Within the removal screen the pay field is now set to be mandatory field for specific jobs.
Description of Use: CO job on status P must validate the pay field (not blank)
Areas of Moveware/Companies Affected: Removals/ Pay field – Company Specific – Clockwork Only
222061 Label Procedure
Description of Functionality: Procedure added to clear all labels in the system if they have yet to be printed.
Description of Use: A nightly procedure has been added to delete labels if they have not been cleared, controlled by codes type ‘Maintenance’ and code ‘clear labels’, if the code exists and is active then will clear labels
Areas of Moveware/Companies Affected: Sales/Labels – General Release – All Clients
221566 Storage container numbers added to storage import
Description of Functionality: Added ‘type’ column to container import so that users can import containers as ‘Storage’ types.
Areas of Moveware/Companies Affected: Admin/Data Import- General Release – Al Clients
221387 Operations – Fleet – Vehicle Defects
Description of Functionality: Previously within the process of adding a defect to a vehicle in fleet management only the three digit initial code would show and Moveware could not cater for a driver’s name, Change made to allow for a driver’s name to be inserted.
Description of Use: In the fleet management defect section, field added to cater for driver’s name
Areas of Moveware/Companies Affected: Operations/Fleet Management – Company Specific – Harrow Green
221189 Display Vehicles in Details Page
Description of Functionality: Add the Functionality to Display Number of Vehicles on the Details Browser from the Value entered on the Export/Import Tabs.
Description of Use: Fields displayed under shipping menu on new Removals Details Browser
Areas of Moveware/Companies Affected: Removals – Limited Release – Clients supporting the new details browser
Company Specific – Vehicles appear in red for Grospiron
220452 Review Notes
Description of Functionality: In the review screen, comments with more than 200 characters will now be accepted.
Description of Use: No change to functionality. (Bug fix)
Areas of Moveware/Companies Affected: Removals/Reviews – General Release – All Clients
218723 Default Sales Rep per Branch
Description of Functionality: Defaults on the removals details screen set up
Description of Use: A default sales rep for each branch is now set up. If a sales rep is not set by the user and a new removal is created the system will use this branch default sales rep
Areas of Moveware/Companies Affected: Administration/Removals – Company Specific- Whites
220199 Appointment Diary
Description of Functionality: Fixed a bug where it was not checking for over-lapped times when appointment is assigned to more than one person.
Description of Use: Bug fix – no change to functionality
Added validation when changing the survey date/time/hours to check that the same has not been booked for another appointment which overlaps this one – Grospiron
Areas of Moveware/Companies Affected: Removals – General Release – All Clients
Company Specific – Validation for Grospiron
220567 Diary Actions – Collections Date
Description of Functionality: Fixed an issue when updating diary actions if no diary actions for collection key action it clears out the collection date on removals
Description of Use: Bug Fix – No change to functionality
Areas of Moveware/Companies Affected: Administration/ Dairy Action – General Release – All Clients
220485 Display Branches
Description of Functionality: Added a system parameter to allow the use of branches as display branches. System parameter called “’Show Active Branches in Display Branch Lookup’
Areas of Moveware/Companies Affected: System Parameters – General Release – All Clients
223794 Quote Templates
Description of Functionality:
Rename 4 fields in the Branch setup screen only for US clients.
- From Principal ID to ICC MC
- From Client ID to NYDOT
- From Bond Store Number to OTI-NVOCC
- From PermissionUSDOT
Description of Use: When system parameter country is set to US, the particular labels will be renamed according to the description of functionality.
Areas of Moveware/Companies Affected: Branch Setup – Limited Release – US Clients
222444 New Search Filter
Description of Functionality: Adding a new search field for filtering corporate account manager
Description of Use: Within the search screen of Removals Management it is now possible to filter out on corporate account manager
Areas of Moveware/Companies Affected: Removals – General Release – All Clients
222867 Destination Summary – Load Planning
Description of Functionality: Destination Summary Screen Enhancement
Description of Use: Added system parameter ‘show shipped status on destination summary’ to allow the shipped” filter to take multiple statuses (e.g. N,R) and added the ‘S’ column to show the shipped status of the job.
Areas of Moveware/Companies Affected: Destination Summary – General Release – All Clients
223359 Standard import for agents
Description of Functionality: Adding “Agents” as a standard import into data import section. This will easily create a new agent table from CSV file.
Description of Use: Importing CSV file contained of agents information according to each columns shown on the import screen.
Areas of Moveware/Companies Affected: Administration / Data Import – General Release – All Clients
223778 Special Notes & Comments
Description of Functionality: Previously the special notes and comments were linked to the same codes table a change has been made to separate the Special Notes and Uplift Comments as such they now have separate lookup lists
Description of Use: Each field will have their own list of notes. If they cannot find any notes in Codes Management, it will automatically use a list of Special Notes.
Areas of Moveware/Companies Affected: Administration /Details – General Release – All Clients
223880 Auto-population of Account Manager
Description of Functionality: Change to the auto-population of staff within the details tab of removals.
Description of Use: Previously the account manager field would automatically update from the manager set within the bill to or corporate this has now been changed to not auto-populate
Areas of Moveware/Companies Affected: Removals – General Release – All Clients
220763 Entered Data between two screens
Description of Functionality: Added a pop-up message to warn users if they are on the same job in F12 as they are in their main screen to prevent entered data from being lost.
Areas of Moveware/Companies Affected: Removals – General Release – All Clients
223383 Transferring new prospects into CRM
Description of Functionality: Added a prospect import for KHZ, to replace debtor import (When imported will set status to prospect)
Description of Use: Added to data import functionality.
Areas of Moveware/Companies Affected: Administration/ Data Import – Company Specific – KHZ
217682 Additional Moveware Tabs
Description of Functionality: Added two new screens – Appointment Diary and Task Diary.
Description of Use: The F2 and F3 diaries are now accessible through the tab.
Areas of Moveware/Companies Affected: Sales /Appointment Diary (Removals) and Task Diary – General Release – All Clients
219607 Surveyor Appointment not appearing in Sales Appointment Diary
Description of Functionality: When a removal is created and the salesrep is not set by the user, it is sometimes set automatically by the System previously the diaries are created before the salesrep is set, so the salesrep on the diaries are blank. Change made so that the diaries are created after the salesrep is set by the system, so to ensure the salesrep Field in diary is correct.
Areas of Moveware/Companies Affected: Removals – Limited Release – Clients that’s automatically set salesrep when create removal)
219804 Postcode Issue
Description of Functionality: Additional Code on Postcode Finder to only Find Active Destinations
Areas of Moveware/Companies Affected: Removals – General Release – All Clients
Financials
22223 Change to Recreate Opening Balances Function
Description of Functionality: Within the General ledger setup screen, year tab, when recalculate opening balances, the system now automatically picks the previous year instead of needing the user pick the year.
Description of Use: Previously this function on the Setup tab of General Ledger allows the user to select the year from which to generate the opening balances from into the originally selected year; this is now always automatically created from the opening balances from the year prior to the originally selected year
Areas of Moveware/Companies Affected: General Ledger – General Release – All Clients
217780 Currency exchange rate not based invoice date
Description of Functionality: Modification made to the functionality of finding an exchange rate for creditor purchase
Description of Use: When the date is changed on the creditor purchase and upon a change of the accounting date in Purchases, the system will check for a new exchange rate and if found will prompt the user if they want to update the exchange rate to the new rate found for the date entered.
Areas of Moveware/Companies Affected: Creditor/ Exchange rates – Company specific –Anglo Pacific
222095 Costing Screen Sequence
Description of Functionality: Sequence of entries altered in the costing screen
Description of Use: Costing screen up/down buttons have been changed so costing can now only be moved up/down by one entry
Areas of Moveware/Companies Affected: Costing – Company Specific – Packimpex
221655 Show Unposted Purchases in Creditors Transaction
Description of Functionality: Added a toggle to show unposted invoices
Description of Use: Within in the Creditor Transactions screen a toggle has been added to show all unposted invoices
Areas of Moveware/Companies Affected: Creditors – General Release – All Clients
220968 Tax Codes- Bug Fix
Description of Functionality: When a tax code is copied it cleared the original tax record as well as the copied one. It should not clear the debtor/creditor/removal product/creditor product before saving the new record. Change made to fix this.
Description of Use: No change to functionality – Bug Fix
Areas of Moveware/Companies Affected: Tax Codes – General Release – All Clients
221653 Bank Reconciliation
Description of Functionality: Bank Reconciliation Screen Updated
Description of Use: Previously suspended bank reconciliation date and balance was not being auto updated when a new batch had been created, this has now been rectified
Areas of Moveware/Companies Affected: Financial/Bank Reconciliation – Company Specific – Anglo Pacific
221657 Approval Lookup in Purchase filter by Purchase Branch
Description of Functionality: The purchases approval lookup Default Branch functionality has been altered
Description of Use: Within the purchases approval the lookup has been modified to be filled with the Purchase branch rather than the users branch by default
Areas of Moveware/Companies Affected: Purchase Orders- General Release – All clients
220538 Security to lock/ unlock a Tariff Rate
Description of Functionality: Added a system parameter Enable Costing Tariff Security under the creditor tab.
Description of Use: When set to ‘Y’ will require the user to have security group 0 in order to unlock Sell Price (Tariff) for selected costs
Areas of Moveware/Companies Affected: Costing/System Parameter – General Release – All Clients
220082 Percentage update of rates
Description of Functionality: Ability to Update Inventory Rate by a Percentage
Description of Use: Within Rates management screen, there is now a rate increase field and an update button. Users can update all rates on screen (can use filter) by either a percentage or a dollar amount
Areas of Moveware/Companies Affected: Financials/Rate Management – General Release – All Clients
223795 Purchase Order Lookup when adding in a Purchase – Status Look up default to Filled
Description of Functionality: Changed the Lookup filter for Purchase Orders to Filled in Purchases screen when adding in a Purchase.
Areas of Moveware/Companies Affected: Financials/Purchases- Company Specific -Matco
223745 Security Groups
Description of Functionality: Change made to so that users with security group U can now post an invoice as such they are able to produce an invoice number
Description of Use: If a user attempts to post an invoice without security group U an error message will pop up
Areas of Moveware/Companies Affected: Financials/Invoices – Company Specific – Packimpex
220727 Creditor Product Lookup in Costing Page
Description of Functionality: Add * Functionality in the Creditor Product Lookup in Cost Options Tab
Description of Use: Ability to search using “*” this will allow the user to search using part of the name
Areas of Moveware/Companies Affected: Removals/Costs – General Release – All Clients
220944 Preferred Agents – Customisation
Description of Functionality: Creditor Lookup Change made so that Preferred Agent and Type filter have been added into the lookup
Description of Use: If a Creditor is linked an Agent it will show their preferred Status as set in the Agent table, which can filtered on in the lookup
Areas of Moveware/Companies Affected: Financial /Creditor Lookup – Company Specific – Grospiron
Financials, Removals
217662 International Rate Request
Description of Functionality: Modifications to the rate request screen to improve the speed and functionality of the search Description of Use:
Within the rates request screen if a user filters by agent, they can now double click to select the exact agent. Improves the speed of the search if there is an exact match to the agent
Areas of Moveware/Companies Affected: International/ Rate Request – General Release – All Companies
218386 Adding New Creditors
Description of Functionality: Security Group C altered when adding new creditors
Description of Use: Security Group C reduced to Ready Only and the ability to Edit Creditors – Security Group 2
Areas of Moveware/Companies Affected: Creditor/Grospiron Only
221973 Resources Locking
Description of Functionality: Security groups added for resource locking
Description of Use: Groups added as follows
- Security – Resource locking
- Security + and 5 set to control locking all resources icon in ops diary
Areas of Moveware/Companies Affected: Operational Diary – Company Specific – Grospiron
221702 Packing and Wrapping Time estimates to update cost lines
Description of Functionality: Added in ability to have the estimated packing and wrapping hours associated with furniture and packing materials be used in a cost. Also added in the ability for unpacking hours
Description of Use: Costs added that calculates cost of wrapping and packing time. New cost rates added as below
PPH – Packing and wrapping hours
PUH – Unpacking hours.
Areas of Moveware/Companies Affected: Removals/Costing/ Rates – General Release – All Clients
221469 Insurance creditor product
Description of Functionality: Added in a variable rate calculation for insurance creditor products
Description of Use: A variable rate calculation has been added to cater for instances when an insurance creditor product value is over a specified amount based on the overall quantity insurance
Areas of Moveware/Companies Affected: Rates/Creditor – General Release – All Clients
221149 Cancelled invoice charge lines – Bug Fix
Description of Functionality: Formerly a debtor invoice, if cancelled, was not clearing the charge lines despite a pop up prompt. Fix in place to ensure the charge lines are cleared
Description of Use: No change to functionality – Bug fix
Areas of Moveware/Companies Affected: Invoices/Debtor – General Release – All Clients
221054 Accrual Date Used when Closing
Description of Functionality: Change made to the dates when closing an accrual
Description of Use: When closing an accrual the date on the accrual will always be today’s date.
Areas of Moveware/Companies Affected: Removals/ Financial/Accruals – Company Specific – John Mason
221724 Matching Companies set on invoices to debtor
Description of Functionality: Previously an invoice could be created despite it having a differing company to that set on the debtor. Change made to flag if there is a difference.
Description of Use: When creating a debtors invoice, the system will check to see whether the company on the invoice debtor matches that of the company set on the invoice. If not, a warning will be given.
Areas of Moveware/Companies Affected: Debtor/Invoicing – General Release – All Clients
220733 Ability to Manually Linking a Rate Request to a Removal
Description of Functionality: From new Removals Details browser if there is no Rate Request Link it will now allow users to go to a lookup to link a rate request
Areas of Moveware/Companies Affected: Rate Request – Company Specific – Grospiron
218366 Resource Costing Labour
Description of Functionality: Added a ‘product’ creditor product look-up field to vehicles so that when a creditor product is selected for a vehicle cost type and vehicles assigned to this cost type is used on a job, the system will automatically update the corresponding cost line with the actuals/est. /etc. based on the creditor product.
For Packing items or any inventory items that do not have a costing item assigned, it will look at the individual creditor product assigned to the inventory
Areas of Moveware/Companies Affected: Removals/Costing – Company Specific – Grospiron
Baggage
222462 Baggage Module Pop Up Reminders – Bug Fix
Description of Functionality: Within the baggage screen “Client”, “Deliver”, and” Bill to” change made to create debtor comment popup, and client and delivery will update uplift and delivery address accordingly
Areas of Moveware/Companies Affected: Baggage Screen – General Release – Matco
221921 Quick pricing from baggage screens
Description of Functionality: Density factor changed when saving a baggage job from the baggage screen
Description of Use: When saving a job on EXB in the baggage screen, the density factor will default to 6000 cc per kilo.
Areas of Moveware/Companies Affected: Baggage – Company Specific – Excess
220701 Bug Fix – Baggage
Description of Functionality: Fixed a bug from baggage screen, where the cost option is added and the revenue on screen is not updated, and causes revenue to revert back to previous value if user then clicks saves
Description of Use: From baggage screen, add a cost option (either using the lightning bolt icon, or from cost option add), check that the revenue on screen is updated to new value.
Areas of Moveware/Companies Affected: Baggage – General Release – All Clients
223834 Calendar Icon
Description of Functionality: Change made to Job Type Creator in the baggage screen
Description of Use: Previously the calendar icon appeared on the job type creator from the baggage screen, this has now been removed
Areas of Moveware/Companies Affected: Baggage- General Release – All Clients
Crates
221492 Crate Returns Collections
Description of Functionality: Within the Removals Crate collection, secondary branch has been added to cater for more than one branch/ crate supplier
Description of Use: Same functionality as previous crate collection, enhanced by ability to be branch specific
Areas of Moveware/Companies Affected: Removals/Crate- Company Specific – Harrow Green
216888 Crate Delivery Lines
Description of Functionality: Adding in ability to lock crate delivery lines
Description of Use: Crate Delivery lines are locked if:
- Diary is completed
- Job has been invoiced
Note: if the cost option is locked then crate lines will not be able to be edited
Areas of Moveware/Companies Affected: Removals/Crates – Company Specific – Harrow Green
221557 Crate Diary Actions
Description of Functionality: Previous functionality is that crate return can only be created after actuals are entered
Description of Use: In the diary screen, choose a crate, don’t enter the Act Qty and select return, the system should allow return without the actuals being entered
Areas of Moveware/Companies Affected: Removals/Crates/Diary – General Release – All Clients
CRM
220430 CRM Reminders
Description of Functionality: Changes to the functionality of the task diary
Description of Use: Within the removals screen in the task diary if follow-up is ticked the reminder is set only for the follow-up, otherwise the reminder is set for the ask itself
Areas of Moveware/Companies Affected: CRM/ Dairy – Company Specific – Johnson
220397 Security Groups – CRM
Description of Functionality: Modified security group 3 so that is must be set to modify CRM records.
Areas of Moveware/Companies Affected: CRM/Security Groups – Company Specific – Grospiron
220181 CRM and Staff Changes
Description of Functionality: Changed the way in which the mapping of corporate staff to removals staff when adding a corporate to a removal is done
Description of Use: Added new field ‘sales assistant’, as such when assigning a corporate, the field mappings are:
- Corporate Account Rep (Administrator) > Administrator on the job
- Telesales (Sales Assistant) -> Sales Assistant on the Job
- Account Manager -> Corp Acct Manager
Areas of Moveware/Companies Affected: Removals/Corporate – Company Specific – Grospiron
220515 Mailout Distribution List
Description of Functionality: Added on CRM all contact screen new filters, Manager and Rep.
Description of Use: Within CRM section, contact tab two new columns have been for the excel export
Areas of Moveware/Companies Affected: CRM – General Release – All Clients
223860 CRM- Mandatory Field
Description of Functionality: Within the CRM, client details the customer tittle is now a mandatory field when creating a new contact.
Areas of Moveware/Companies Affected: CRM/Client Details – Company Specific – Anglo Pacific
219309 Quick Print Function added in CRM records
Description of Functionality: Added the ‘quick print’ function to the customer dialog.
Description of Use: Raise the customer details (not the lookup) dialog. The quick print is present and works correctly.
Areas of Moveware/Companies Affected: CRM- General Release – All Clients
224064 Debtor/ CRM
Description of Functionality: Enabled the CRM Profile page for every CRM record rather than just the parent CRM record
Areas of Moveware/Companies Affected: CRM- General Release – All Clients
219513 CRM Linking
Description of Functionality: Made changes when selecting a corporate on the job so that the selected corporate is used rather than the parent of the corporate.
Description of Use: Previously, when users select a debtor by double clicking in the company field of the job and selecting from the lookup, it would fill in the corporate of the selected debtor rather than the debtor itself. For Grospiron, it is now the debtor itself that’s filled into the company of the job and not its parent.
Areas of Moveware/Companies Affected: Removals – Company Specific – Grospiron
219492 CRM – Follow up action notes
Description of Functionality: In CRM contact tab, when adding additional notes, change made to add today’s date and current time to the notes
Areas of Moveware/Companies Affected: CRM- Company Specific – Johnsons
Destination Service Provider (DSP)
217426 List of houses – house management
Description of Functionality: Changes to the DSP house management section
Description of Use: 1.) i) The Region in the House Look up set to the Branch Region Code of the Job.
ii) The Region Code with also need to be made mandatory on House Records being added to the Master List. iii) The Current master list updated to include the relevant Branch region codes (note some updates are still manual)
2.) House Master File Record Comments to update the Job Record Comments on the selection of the House. This will be only one way – the Record comments in the Job will not update the Master File Records Comments.
- Improve the search function from the list.
- Added Duplicate Check on Address Line 1, Suburb and Postcode.
Areas of Moveware/Companies Affected: DSP/Houses Master List – DSP Packimpex Specific
Diary
219068 Task Diary to pop up at Specific Times
Description of Functionality: Ability for certain windows to popup for certain users at specific times.
Description of Use: To set up
- In codes management create a new code type ‘Popup window’
- Then in type Popup window, create windows to be popped at specific times
Example
Code value: Task Diary (must be same as menu name)
Code Description: Task diary
Comments: 11.00, 15.00(must be comma separated, and must use ‘.’ in the time and use 24 hour format)
- In the employee user detail, set start up to include this window example ‘Task Diary’
When the user logs in, the window will pop up on start up, then popup approximately at the times set for that window.
Areas of Moveware/Companies Affected: Task Diary– Company Specific – PSS (General Release – Set up Required)
Email & SMS
209638 New Auto Text for Time Range in Reports
Description of Functionality: In email setup for report configuration, new auto text – Time Range-N- has been added.
Description of Use: Similar use to all auto-text functions. Replace N with the number of hours to use in the range. This will incorporate into a diary action time, using the diary action time as middle of the time block.
Example
9:00 am will become 8:00-11:00 for time range 2
If no time has been set on the diary action, the default is 09:00 – 18:00
Areas of Moveware/Companies Affected:Report Configuration/ Email Set up – General Release – All clients
222894 Moveware Default Signatures
Description of Functionality: Ability to configure email signature at the top of emails within Moveware, Previously only had the ability to set the signature at the bottom of the email.
Description of Use: Default signature previously set to the bottom of email message, this change sets it to the top of the message body. Note this change does not allow for individual users to set signature, it is a system change to change all users emails.
Areas of Moveware/Companies Affected: Email – General Release – All Clients
220547 Outlook Inbox
Description of Functionality: System parameter added to prevent emails to match when doing outlook inbox sync
Description of Use: System parameter added to not run email match in outlook import. “Don’t match email on Outlook import” found on the General tab
Areas of Moveware/Companies Affected: Outlook inbox/system parameters – General Release – All Companies
218575 Crate Email to Client and Supplier
Description of Functionality: New Crate Merge Fields
Description of Use: New email merge fields have been added as below for collections and for deliveries
- Date
- Time
- Crate Type
- Qty A
- Qty E for collections and for deliveries
Areas of Moveware/Companies Affected: Emails/Crates – General Release – All Clients
219048 Auto email for jobs set to W
Description of Functionality: Added a new merge field for emails/sms– “Incomplete Diary Tasks”
Description of Use: Added the <Incomplete Diary Tasks> merge field to pull through all diary actions that have not been completed on a job.
Areas of Moveware/Companies Affected: Removals Emailing/SMS – General Release – All Clients
219050 Auto Emailing for incomplete Diary Actions
Description of Functionality: Auto emailing when certain diary actions remain uncompleted from today’s date
Description of Use: The Moveware connect service will now automatically pick up diary actions incomplete 3 days from today’s date and send out emails to removal administrator (account manager), as well as operators
Areas of Moveware/Companies Affected: Email/SMS- Company Specific – Johnsons
222997 Email Warning Message
Description of Functionality: Email warning pop up
Description of Use: Added warning message to tell users to check the file location of attachments and that the attachment is not opened elsewhere when emailing with an attachment and receiving error that the email has been successful but there was an error adding attachments.
Areas of Moveware/Companies Affected: Email – Limited Release – Clients that use Moveware DLL and SMTP emailing
223856 Outlook Inbox Change
Description of Functionality: In outlook inbox, when using the link to look up removal jobs the list will now save the filter so the RP is prefilled with the same number. Should not affect any other areas where we use lookup RP
Description of Use: Go to Outlook Inbox, click link to RP, type in removal plan number in filter, OK, then select link to RP button again, should see previous RP in the filter.
Areas of Moveware/Companies Affected: Email/Outlook inbox – General Release – All Clients
223738 Change time display fields for SMS
Description of Functionality: Display time amended for SMS fields
Description of Use: Following changes made to the way SMS diary actions are displayed
- Surveyed time, show and AM/PM
- Carton delivery time:
- If valid time then show “ at time” (note leading space) else null
- Show as AM/PM no spaces
- e.g. “at 9:30AM”
2. New field: Crew arrival time:
- Display a time range, starting 30 minutes before pickup time. going to 1hr 30 minutes after time
- If valid time then show ” at time range” (leading space) else null
- Show as AM/PM no spaces
- E.g. if 10AM the “” at 9:30AM-11:30AM”
Areas of Moveware/Companies Affected: Emails- Company Specific – Anglo Pacific
223803 Email Merge Fields in Rates
Description of Functionality: Email Merge Field Update .Rate request invoice lines are now grouped according to their Option values.
Previously:
Invoice line #
Invoice line #
Invoice line #
Invoice line #
Now:
Option 01:
Invoice line #
Invoice line #
Option 02:
Invoice line #
Invoice line #
Areas of Moveware/Companies Affected: Emails/Rate Requests – General Release – All clients
223921 Email Toggle within Address Book
Description of Functionality: Previously there was only the ability to view one email on the F5 address book, ability to view both a work and private email has been added
Description of Use: In the address book, when an employee is selected there is now a toggle to switch between work email and private email
Areas of Moveware/Companies Affected: Administration/ Employees – General Release – All Clients
223818 Altered Email CC function
Description of Functionality: Previously the when replying to an email through the diary tab within removal management the CC’ed emails would the emails on the original email, rather than any subsequent email correspondence. This has now been altered to only the last email correspondence
Description of Use: Shorten the amount of characters the system looks in an email to find the CC’s from 500 to 400. This is to prevent the system picking up the CC’s from a previous email instead
Areas of Moveware/Companies Affected: Removals/Diary/Email – General Release – All Clients
219719 Rate Request Diary Action- Mail Merge Field
Description of Functionality: Email Mail Merge Change – Rate Request Source
Description of Use: Email Mail Merge using source ‘Rate Request’ – <Date Entered> and <Entered By> will now pull information from the Rate Request if not linked to a removal plan. Previously the two mail merge fields would be blank if rate request was not linked to a removal plan.
Areas of Moveware/Companies Affected: Emails – General Release – All Clients
Employees
222854 Hide Exchange Details from Change User Password Prompt
Description of Functionality: System parameter added to hide the exchange username and password fields from the Change User Password Prompt
Description of Use: System parameter added -Hide exchange password details – if set to Y the exchange username and password field will not display
Areas of Moveware/Companies Affected: Employee Details – General Release – All Clients
222531 Employee Management Defaults
Description of Functionality: User defaults set up to reduce the time needed to set up an employee in employee management
Description of Use: A number of changes made when adding new Employee in Employee Management
- Change made to ensure that the Initials increment immediately to XX1 whereas previously it would start with XX2 The Send Mail Using Outlook field now defaults to N. Previously defaults to Y
- MoveMessage selected by default
- Notify to have MoveMessage selected so messages can be broadcast to all users without additional setup by default.
Areas of Moveware/Companies Affected: Employee Management – General Release – All clients
220676 Employees –DOB lookup
Description of Functionality: Increased calendar years from 1920 till 2020 to cater for possible birthday years.
Description of Use: Employee Management date of birth lookup altered to cater for years from 1920 -2020
Areas of Moveware/Companies Affected: Employee Management /Calendar – General Release – All Clients
220389 Australia – Payroll
Description of Functionality: New field Added within Employee Details screen
Description of Use: Added new field to the employee screen ‘Email (P)’, this will allow users to add employee personal emails if r required.
Also modified the way Multiprint functionality works for payslip report. Email address used to send payslip to will be the personal email address if the data has been filled in. (It is still possible to continue using a pre-determined company email)
Areas of Moveware/Companies Affected: Employee Details/Reports- Limited Release – Australian Clients
Event Logging
| Support Log Number | Area of Moveware |
| 222765 | Changes to Shipment Details |
| 22259a | Removal job set to be onforwarded |
| 219590 | Changes made to diary action setup |
| 218540 | Changes made to crate diary actions |
| 221938 | Changes made Destination Screen |
| 220428 | Changes made in the exports and imports tabs of removal management |
| 220705 | Changes made in the Operational ( big ) Diary |
| 223835 | Changes made to waybills |
| 220549 | Changes made to estimated and actual date field in Costing of removal management |
| 224202 | Changes made to distance in rate requests |
| 223878 | Update volume from inventory toggle changed |
Financials
212683 Un-deposited funds when receipting – Restricted assess
Description of Functionality:When receipting against a job, user will only see the undeposited funds account if they have it set as the default account in their employee setup.
Description of Use:A user need to not have group security A and for the default to be set under employee user details
Areas of Moveware/Companies Affected:Receipting- Employee set up – Company Specific – Anglo Pacific
214247 Purchase Update Error Icon
Description of Functionality: A new icon has been added to the Purchase Update screen. A lookup button for error message on invoice and purchase update
Description of Use: When an error message appears in the purchase update screen it is now possible to click on the red binocular button to bring up a popup which will display the full error message
Areas of Moveware/Companies Affected: Creditors /Purchase Update Screen – General Release – All Clients
222588 Rates Management tool
Description of Functionality: Within the creditor, debtor and rates management screen: upon setting a rate to be selected/deselected, change made to ensure that the browser does not lose its record focus, previously the screen would refresh and the first record in the screen is selected
Description of Functionality: When a user is selecting or deselecting a rate the browser will now remain on the record selected
Areas of Moveware/Companies Affected: Creditor/Debtor/Rates Management Screen – General Release – All Clients
216912 Purchase Orders – New Supplier record
Description of Functionality: When creating a purchase order with a new creditor and automated email is sent to the defined user with the Creditor details
Description of Use: A purchase order is created, when a user selects a creditor if the creditor is set to new (or if creditor has just been created) an automated email is sent
Areas of Moveware/Companies Affected: Creditors- Company specific – Harrow Green
217119 Invoice creation date
Description of Functionality: Previously a user could raise an invoice dated in the future, regardless if the G/L period is closed off or not. Change made to prevent a user from dating an invoice for a period that is closed
Areas of Moveware/Companies Affected: Financials- Company specific – Harrow Green
221654 Bank Reconciliation – Foreign Currency
Description of Functionality: Previously Moveware allowed users to reconcile their foreign currency bank accounts in the local currency by un-ticking the show foreign currency toggle and selecting records. Change made to disable the reconcile button if users viewing the records in local currency.
Description of Use: Within the bank reconciliation screen, the reconcile button is disabled if the account is in foreign currency, and the currency toggle is un-ticked i.e. showing local currency. The user needs to tick the currency toggle to be able to reconcile. This should ensure the reconciliation amount is always in the same currency as the bank account itself.
Areas of Moveware/Companies Affected: Bank reconciliation – General Release – All Clients
221390 Payroll Tax changes
Description of Functionality: Changes to payroll tax scales screen to use the latest Australian Tax Office payroll tax scales and addition of data file with latest scales.
Description of Use: Allows users to load latest tax scales into Moveware for use in 2012-2013 financial year after all pays are completed in the prior year. More information is available in End of Financial Year 2011-12 newsletter.
Areas of Moveware/Companies Affected: Payroll- Limited Release – Australian Clients using payroll.
219789 Create an agent from Debtor and Creditor
Description of Functionality: Added the ability to set ‘Enable updating of agent details from debtors’ to ‘A’ so that the create agent button is available from the debtor management screen to manually create agents from a debtor. The debtor is linked to the agent but does not automatically update the agent when modified.
Added a system parameter for creditors called Enable updating of agent details from Creditors which is to work the same as the corresponding debtor system parameter
Description of Use: When system parameter is set to:
- N – do not update/create agent from debtor/creditor
- Y – automatically create/update agent from debtor/creditor on save if debtor/creditor is of type agent and is active (or new, prospect, won, etc. for debtor).
- A – activates a button next to the debtor/creditor name which when clicked, will prompt user to create agent from debtor/creditor if agent does not exist and creditor/debtor is active and of type agent. When saving a debtor or creditor record that is linked to an agent, will prompt user to update linked agent
Areas of Moveware/Companies Affected: Debtors/Agents/Creditors- General Release – All clients
220363 Debtor Access
Description of Functionality: Debtor Screen – Security update
Description of Use: Change to the debtors screen to only allow Moveware Users with security group A to add or update customer details.
Areas of Moveware/Companies Affected: Debtors – Company Specific – Conroy’s QLD
219611 Creditor/Debtor Invoice Un-allocation
Description of Functionality: From creditor inquiry screen, when viewing payment for a purchase, the popup window allows a user to unallocated a payment to the invoice.
Description of Use:
- On creditor Inquiry screen, select an invoice then use the button to lookup payments.
- From the popup, select a payment, the unallocated button will appear (unlink button on invoice)
- Use the unallocated button to unallocate a payment to the purchase. The purchase will become unpaid, and the payment is unapplied to any purchases
This works much the same as unallocated receipts from invoices, also a credit note that is applied to an invoice directly (not through the apply tab) can also be unallocated from the invoice
Areas of Moveware/Companies Affected: Financial/Invoice/Creditor – Company Specific – Johnsons
220204 Purchase Orders Invoice Copy
Description of Functionality: When copy of a Purchase Invoice is made the invoice date will no longer be held, rather it will revert back to blank.
Description of Use: When a purchase order that is set to invoiced, the invoice date will be cleared
Areas of Moveware/Companies Affected: Financials/Purchase Orders – Company Specific – Harrow Green
220536 Bad Debtors Colouring Yellow
Description of Functionality: Added ability to colour the bill-to field in removals management based on selected customer’s terms
Description of Use: For each code = ‘terms’, allow the assignment of colours for each term and when the customer is set to use this term. On the jobs that utilise this debtor, the background colour of this debtor will be set as the colour set on the Debtor’s terms.
Areas of Moveware/Companies Affected: Removals – Company Specific – KHZ
220058 Purchase approvals system development
Description of Functionality: Link made from a pop up reminder to a purchase order
Description of Use: Modification made so when a user double clicks on the popup, they can see the PO linked.
Also a toggle has been added on the purchase screen show PO, if clicked it will show the original PO values.
Areas of Moveware/Companies Affected: Financials/ Purchase Orders – Company Specific – Johnsons
223163 Receipting Delay
Description of Functionality: Change made to increase the speed of the Receipting Screen
Description of Use: When run from quick receipts will now run much faster due to a change in index
Areas of Moveware/Companies Affected: Financials/ Receipting Screen – General Release – All Clients
223169 Invoice Deposits
Description of Functionality: Receipting and Invoice deposits system parameter added
Description of Use: Invoice deposit field will now calculate when ‘Enable Quick Receipting from invoicing’ system parameter is not enabled
Areas of Moveware/Companies Affected: Financials/System Parameter – General Release – All clients
223201 Purchase Order Reminders
Description of Functionality: Purchase Order notification to be sent to ALL employees in the notification group
Description of Use: Related to 220481
Areas of Moveware/Companies Affected: Financials/Purchase Orders – Company Specific – KHZ
223444 Close Accrual
Description of Functionality: Bug Fix to rectify the date duplicating in accruals
Description of Use: Bug Fix – when closing an accrual, when user pressed enter the date popped up twice, this has now been rectified
Areas of Moveware/Companies Affected: Financials/Accruals – General Release – All Clients
223872 Creditor Purchase Approval
Description of Functionality: When manually entering the waybill reference number against a purchase line, the branch and cost centre should take on the branch and cost centre of the waybill.
Areas of Moveware/Companies Affected: Financials/ Creditor Purchases – General Release – All Clients
For Anglo Pacific – automatically change cost centre from IM to IMP and EX to EXR as they use separate cost
222803 Purchase Invoice Approval
Description of Functionality: Added security when posting purchases.
Description of Use: The system parameter ‘Use purchase approval security’ needs to be set to ‘Y’.
In order to post a purchase to ‘A’, the user must be set as a Purchase Approver and their purchase approval limit needs to be greater than the purchase value.
If the user does not satisfy the purchase approval limit then it will notify a user whose notification is set as a PO Team Leader (or PO Team Leader (E) if they wish to receive notification via email) and whose branch matches the branch of the Purchase:
Areas of Moveware/Companies Affected: Financials/ Purchase Invoices – Company Specific – Packimpex
223586 Debtor – Invoice Column Length
Description of Functionality: Increased invoice column slightly to cater for 10 digit invoice number
Areas of Moveware/Companies Affected: Financials/Debtors Invoicing – General Release – All Clients
220944 Preferred Agents – Customisation
Description of Functionality: Modifications made to the creditor lookup table added a preferred agent and type filter into the lookup
Description of Use: If a Creditor is linked an Agent it will show preferred Status as set in the Agent table, which can filtered on in the lookup.
Areas of Moveware/Companies Affected: Financial/Creditor Lookup – Company Specific – Grospiron
220155 Rate Requests Document Filter Branch
Description of Functionality: In rate requests, the quick print drop down list will filter reports based on the branches specified in the ‘avail. branches field in reports configuration so that it matches the branches set in the report configuration with the branch of the rate request.
KHZ Specific – Change to branch details of the rate request rather than the branch of the salesrep assigned to the rate request in word merges.
Areas of Moveware/Companies Affected: Rate Requests – General Release – All Clients / KHZ
218730 Creditor & Removal Product lookups – Cost Centre code
Description of Functionality: Added a column to display the cost centre in the Creditor and Removal product lookups, so users can see which product to select when there are duplicates linked to specific cost centres in the CC G/L override field.
And the linked cost centre is displayed next to the Removal Product field in Creditor Products screen
Description of Use: Go to removal costing, and add a new cost, from the creditor product lookup there should be a new field CC which displays CC of the creditor product. (Same functionality for removal product). Go to creditor product screen, and see CC of the removal product
Areas of Moveware/Companies Affected: Financial/ Creditor/ Removal Products – General Release – All Clients
219466 Add outstanding amount to Creditor Purchases screen
Description of Functionality: On Creditor Purchases, there is now an ‘amount owing’ field, as per the corresponding debtors invoice screen
Description of Use: No change to use, just a visual field. Lower right-hand side of creditor purchases
Areas of Moveware/Companies Affected: Financials/ Creditor purchases
224202 Distance field
Description of Functionality: When changing the Agent To/From fields, distance and port will automatically update from the agent’s country code. Event logging also added when the distance is changed.
Areas of Moveware/Companies Affected: Rate Request – General Release – All Clients
224229 Tax code /General ledger
Description of Functionality: Removed validation that disallows more than 1 G/L sub code account to be created that are linked to tax received and tax paid control accounts.
Areas of Moveware/Companies Affected: Financial/ General Ledger – General Release – All Clients
223792 Debtors Bank Deposits
Description of Functionality: When using Bank Deposits Screen and posting a deposit we have removed the prompts and functionality for the below.
“Do users want to export these selections to the Bank”
“Email Remittances o clients with Email Addresses”
“Do users want to print a Bank Deposits Transaction Summary”
Areas of Moveware/Companies Affected: Financial/Bank Deposits- Company Specific- Matco
219592 Creditors – Purchase Orders – Due date
Description of Functionality: Made a change so due date is cleared out on copy of the purchase invoice/PO,
Description of Use: When a PO is copied, the due date is cleared on screen
Areas of Moveware/Companies Affected: Financials – General Release – All Clients
219692 Creditor Products Visibility
Description of Functionality: Ability added to flag a Creditor Product as visible within the List of Creditor Products when selecting ADD in the Purchase Order Screen.
If a user tries to create a PO from a cost line in a job that is not flagged a PO type Creditor Product than they should not be able to create a PO on this line
Areas of Moveware/Companies Affected: Financials – Company Specific – Harrow Green
219705 Purchase Order number for different job type
Description of Functionality: Within debtor management Job Types New Purchase Order field, Debtor Management Job Types
Description of Use: Can allocate specific Purchase Order numbers Job Type/Service
Areas of Moveware/Companies Affected: Debtor/Job Types Cost Option/ Invoicing- Company Specific – Packimpex
217704 Purchase Order Approval Levels
Description of Functionality: Purchase Order Approvals Levels
Description of Use: Changes made to Purchase order approval levels
Areas of Moveware/Companies Affected: Financials/Purchase Order – Company Specific – Johnsons
219491 Costing approval changes
Description of Functionality: Costing approval changes
Areas of Moveware/Companies Affected: Financials/Costings – Company Specific – Johnsons
Inventory
221867 Resetting Inventories
Description of Functionality: When setting inventory in removals from “not going“ to another destination. Change made to ensure the volume of the inventory is reinstated
Areas of Moveware/Companies Affected: Removals/Inventory – Company Specific – All Clients
218883 General Ledger – Setup – Years – Close all months button
Description of Functionality: Added Period Close All Button to General Ledger Setup > Periods
Description of Use: Within General Ledger – Setup – Years – New button has been added
Areas of Moveware/Companies Affected: Financial/General Ledger – General Release – All Clients
MoveSurvey
222484 Movesurvey3 – Pop- up reminder when inventory synced
Description of Functionality: When a job is updated via MoveSurvey Sync, the move manager and account manager on the removal job will be notified via a pop-up reminder.
Description of Use: Move manager and account manager must be selected within the details tab of the removal job for pop up to function
Areas of Moveware/Companies Affected: MoveSurvey/Removals – General Release – All Clients
222165 Updating Volume – Movesurvey2 Bug fix
Description of Functionality: If a survey is imported in and the system parameter is set to update the volume in the details page from the inventory change made to ensure this occurs
Description of Use: Removal volume updated based on survey inventory
Areas of Moveware/Companies Affected: MoveSurvey/ Removals- General Release – MoveSurvey2 Users
220895 MS2 – Volume Toggle on Details Page
Description of Functionality: System Parameter added ‘calculate volume based on inventory’
Description of Use: When the system parameter is set the inventory toggle will either default or not to volume value on new jobs
Areas of Moveware/Companies Affected: MoveSurvey- General Release- MoveSurvey 2 users
223677 Updating Removal after Moveware Sync
Description of Functionality: When syncing back to Moveware, only jobs of status I will have their status changed (depending on system parameter above) other jobs will keep their status as it was before the sync.
Description of Use: Added in system parameters, under Interfaces, under the Pock Move box “Don’t Update Removal Status After Sync.
Setting this to ‘Y’ will keep the removal status unchanged.
Areas of Moveware/Companies Affected: MoveSurvey/System Parameter – General Release – All Clients
222949 User Defaults for MoveSurvey 3
Description of Functionality: Changes for MoveSurvey 3 for the following:
- MoveSurvey 3 is now a choice available on the MoveSync dialog.
- In employee management, users can select MoveSurvey 3 as their default in the ‘Pocket Move User’ field.
- The Menu names have changed to be up-to-date. The ‘Pocket Move’ menu on the Sales tab has been changed to ‘Mobile Devices’ and the ‘Pocket Move Interface’ menu has been changed to ‘MoveSync Interface’
Areas of Moveware/Companies Affected: MS3 – General Release – All Clients
223657 MoveSurvey 3
Description of Functionality: Change made to how the packing list is displayed within the inventory screen
Description of Use: Altered the packing item lists to not display alphabetically
Areas of Moveware/Companies Affected: MoveSurvey 3 – General Release – All Clients
MoveConnect
222580 Emails sending from unallocated staff email- Bug Fix
Description of Functionality: Resolved a bug where the auto emails were sent out with an incorrect ‘from email’ address.
Areas of Moveware/Companies Affected: MoveConnect/ Emails – General Release – All clients
218518 Multiple databases and time zones within MoveConnect
Description of Functionality: In Branch setup, there is a new field: GMT Offset. Using this, users can set a time zone offset so emails / SMS’s from branches in different time zones can be sent in local times.
Description of Use: Set this GMT Offset value to any value other than 0.0 for it to be enabled. The offset is from GMT, not server time. Diary actions that are set to run at a certain time will then run in the GMT-offset time (i.e.: local time for the branch)
Areas of Moveware/Companies Affected: MoveConnect/ Branches – General Release – All Clients
MoveWeb
221903 Moveclient – Uplift and Delivery dates
Description of Functionality: Changing Uplift and delivery Dates after a Move Quote removal is created.
Description of Use: In order to change the Uplift and Delivery dates in the Details screen a user will either have to have no other actions in the Diary page of the job other than the Inspection Date and the MoveQuote notification, or alternatively enter the correct dates against the Uplift or Delivery diary actions in the Diary page so as they will update to the Details page.
Areas of Moveware/Companies Affected: Removals- General Release – All Clients
223637 Tax on Quotes
Description of Functionality: For MoveClient and MovePartner website logins, on the quotation page added a more prominent description of whether the price includes or excludes tax.
Description of Use: Logging into MoveClient or MovePartner and navigating to the Quotations page for a job.
Areas of Moveware/Companies Affected: MoveClient /MovePartner – Limited Release – Clients using MoveClient /MovePartner
Operations
223121 Labels
Description of Functionality: Allow entering a sequence removal plan number in the Operations Labels screen and press enter. Previously did not work with sequence removal plans
Description of Use: Enter removal plan with sequence character i.e. 100001A and hit enter to populate labels screen with data from removal plan.
Areas of Moveware/Companies Affected: Operations – General Release – All Clients
223381 Daily Diary Time not updating
Description of Functionality: Bug Fix to rectify issue with estimated time of diary action not displaying
Description of Use: Bug Fix – Estimated time of the diary action is not shown correctly in the resources window at bottom right text box
Areas of Moveware/Companies Affected: Operational Diary – General Release – All Clients
223867 Bond Register
Description of Functionality: Within the Bond Register module renamed the ‘Haulage Conf’ column in bond register to “Into warehouse”
Areas of Moveware/Companies Affected: International/Bond Register – Company Specific – John Mason
220082 Operations – Inventory – Rates update facility in Inventory Rates
Description of Functionality: Ability to Update Inventory Rate by a Percentage
Description of Use: Go to Rates management screen, there should be a rate increase field and an update button. Users can update all rates on screen (can use filter) by either a percentage or a dollar amount
Areas of Moveware/Companies Affected: Rate Management – General Release – All Clients
213818 Jobs – Resources – Actual costs
Description of Functionality: Fix made when adding a resource from the operational diary, previously it only updates the actual value, but when the user then navigates to the job diary, make a change and save the diary, it was updating the estimated value and price on any resources assigned to it.
From job diary do not update estimated value and price if it is actual resource.
Description of Use: Fix made to ensure that the job diary do not update estimated value and price if it is actual resource.
Areas of Moveware/Companies Affected: Operational/Diary – General Release – All Clients
219350 Planner – Labour on Annual Leave to show in Pink
Description of Functionality: Planner Screen Update
Description of Use: Added the ability for Labour to show in Red colour if on leave (e.g. Annual Leave, RDO etc.)
Areas of Moveware/Companies Affected: Operations – General Release – All Clients
223701 Operational Diary – Added combined diary filter
Description of Functionality: Change made so that when the diary filter in Daily Diary screen is set to blank then only parent diary actions will be displayed. Blank diary filter will be selected if users’ default branch is EM
Description of Use: Display only parent diary action when the filter of diary type is set to blank. If default branch of user is EM then the diary filter will be set to blank as a default instead of Operations.
Areas of Moveware/Companies Affected: Operations/ Operational Diary – Company Specific – Harrow Green
Removals
222904 Estimators Diary
Description of Functionality: Adding the ability to deselect the toggle by default on estimator diary and on appointment diary
Description of Use: Functionality controlled by a system parameter – “Do not show Employees with Actions assigned by Default “. If selected all actions will be seen in the estimator and appointment diary by default
Areas of Moveware/Companies Affected:
Sales/ Removals – Appointment Diary/ Daily Task List – General Release – All Clients
222890 Removal Resources Inventory Lookup Change:
Description of Functionality: Previously in removal resources inventory the sort filter would only sort alphabetically by packing name. Change made to include a sort by ‘packing. ’ as already done for Vehicle and Labour.
Description of Use: When selecting ‘packing’ to sort the results by Inventory’s Sort Value by Inventory name. User needs to pick Packing in the Type filter either on the Resources tab or the Pop Up list that appears when they click Add.
Areas of Moveware/Companies Affected: Removal Resources/ Inventory – General Release – All Clients
222755 Visual Indicator of Alert on Removal Plan
Description of Functionality: Within the diaries an alerted job is flagged. This is applicable for the comment field for confidential, provisional and alert removal jobs
Description of Use: When an alert is set for a removal job the comment field in both the removal and operational diary will be flagged in light pink
Areas of Moveware/Companies Affected: Removals/ Operational and removal diary – General Release – All Clients
222557 Remittance Advice – Change to Format
Description of Functionality: Remittance Advice customised to allow for mailing remittance with cheques. Alternations made to the format/font/size of the mailing address found on statement
Areas of Moveware/Companies Affected: Reports – Company Specific – Atkins
222476 Costing Comments
Description of Functionality: Change made to prevent users changing comment costing lines except for the description.
Description of Use: Previously users had the ability to edit/ enter data in the bottom comment boxes of costing lines, this has now been disabled
Areas of Moveware/Companies Affected: Removals/Costing – General Release – All Clients
222316 Job Type Creator – Volume/ACW change
Description of Functionality: When selecting the destination in the JTC, the volume and hence ACW on the cost option will change accordingly
Areas of Moveware/Companies Affected: Removals /Job Type Creator/Cost options – General Release – All Clients
222538 Job Type Creator -Diary Tick
Description of Functionality: Changing the diary box to be ticked by default
Description of Use: On the JTC the tick to include diary is set to not tick by default. Change to default it to be ticked
Areas of Moveware/Companies Affected: Removals/Job type creator – Company Specific – PSS
216866 Costing rate types
Description of Functionality: Additional costing rates
Description of Use: We now have the following rate types to update a cost line with pack and wrap hours.
- PUH Unpack Hours
- PCH Pack Hours Cartons
- PPH Pack Hours Total (Cartons and Wrapping)
- PWH Wrap Hours
Areas of Moveware/Companies Affected: Costing – General Release – All clients
217971 Removals -Order confirmation
Description of Functionality: Risk assessment details/ diary actions created upon differing statues changes
Description of Use: When a job is set to status P, a risk assessment popup comes up, which will create/update the risk assessment diary action followed by a text box that writes to the diary Comments field.
When a job is set to status W, a popup is created with a form of acceptance and risk assessment lookup, if the Risk Assessment detail is already entered it should populate in this box, in addition another textbox for the form of acceptance will also appear. Both diary actions should be created/updated with comments put in. Also purchase order will appear as well, and be populated if already entered
Areas of Moveware/Companies Affected: Removals – Company specific – Harrow Green Only
222063 Resources Locked icon added
Description of Functionality: A lock all diaries icon has been added which will lock all diaries on the screen
Description of Use: When resources are locked, it locks the diary action so no more resources can be added.
Areas of Moveware/Companies Affected: Removals/Resources – Company Specific – Grospiron
222060 Removals Copied options change insurance tax code to VAT
Description of Functionality: Previously when a cost option was copied the tax updated accordingly, change made to prevent this from Occurring.
Description of Use: When a cost option is copied the tax will no longer update automatically
Areas of Moveware/Companies Affected: Removals / Cost options – Company Specific- Harrow Green
221868 Insurance Update
Description of Functionality: Changes to the way in which insurance charges are updated within Moveware
Description of Use: When the insurance changes in the details screen, insurance value will now update on the corresponding insurance cost lines within the costing screen even if there are no cost rates against the line.
Areas of Moveware/Companies Affected: Removals/Costing- Company Specific –Grospiron
222084 Map Ref mandatory field
Description of Functionality: Changing Map Ref not to be a mandatory field
Description of Use: Within removals management details screen the Map Ref is on detail page, previously this field was mandatory change for EXB removal jobs to make a non-mandatory field
Areas of Moveware/Companies Affected: Removals – Company Specific – Anglo Pacific
221922 Removal Costing Measurements
Description of Functionality: Automating the changes to measurements within the costing details of a removal job when “Disable Auto-Calc” box is ticked.
Description of Use: Previously within the Costing details screen on the removal, if the Disable Auto Calc is ticked then the number in the other field will not be changed, the change made to automatically change on its own column similar to the way in which measurement changes operate in the Export and Import tab.
Areas of Moveware/Companies Affected: Removals/Costing – Company Specific – Packimpex
221601 Inspection Conflict
Description of Functionality: Modified the behaviour of the check of inspection conflict when entering an inspection though the removals details screen.
Description of Use: Within the Removals screen, when an inspection is added, if time is entered as format hh:mm or hhmm,
Moveware will check against other removals with the same format, if time is saved with some other format, Moveware will only check the hour not the minute or how long the inspection is
Areas of Moveware/Companies Affected: Removals/Inspection check – General Release – All Clients
221179 Parent/ Child Diary actions
Description of Functionality: Within the removable diary once a diary action is updated with a date and time, its corresponding child diary actions will also be updated accordingly.
Areas of Moveware/Companies Affected: Removal Diary – General Release – All Clients
221144 Costing – Transit Times
Description of Functionality: Change made to the removal costing screen whereas the transit time has been added to the bottom of the screen.
Description of Use: When costs are added – if the rate that is linked to the costs has a transit time value, add this to the cost’s ‘Other’ field.
Areas of Moveware/Companies Affected: Removals/Rates Management – Company Specific – Elliott
221072 Packing calculation – Volume Bug Fix
Description of Functionality: Within the Resource Screen the inventory items that had a description matching ‘crate’ were generating an estimated resource value of the total M3 x Qty of items. This should be the item’s M3 x Qty and has been fixed.
Description of Use: No change to use. Bug fix.
Areas of Moveware/Companies Affected: Removals/Resources- General Release – All clients
220756 Security rights for reports
Description of Functionality: Added the ability for reports to be placed under multiple security groups
Description of Use: Previously only one security would allow users to view specified reports, the ability for multiply groups to view reports has been added i.e. previously only security group 9 could view analysis reports, ability added to allow security group 8, 9 and 10 to view the analysis reports.
Areas of Moveware/Companies Affected: Reports/Security – General Release – All Clients
220741 Postcode Lookup in JTC
Description of Functionality: Added a postcode field in the cost option header so that users can specify an origin and/or destinations in the quote
Description of Use: When JTC is run, a new field is visible which allows users to add a postcode for the origin and/or destination
Areas of Moveware/Companies Affected: Removals/Costing- Company Specific – Grospiron
217351 Costings – Filters Actuals
Description of Functionality: Modification made so that Actual resource should look up the cost type inventory and use creditor product of that if exists. For an actual resource (costing flag N), if it is set with a cost type, and that cost type (costing Y) is linked to a creditor product, then it should look up the creditor product linked to the cost type inventory item. An actual resource should not be linked directly to a creditor product.
Description of Use: Set up labour inventory item (costing N) with a cost type, then set that cost type inventory (costing Y) with a creditor product, then the actual labour inventory will come to costing under that creditor product. Same works for vehicles
Areas of Moveware/Companies Affected: Removals/ Costings – Company Specific – Harrow Green
220795 Default Move Type
Description of Functionality: Validation of move type set to default based on survey date
Description of Use: On save of removal job, validate move type:
- If survey date is set then move type must = Sighted
- If survey date is not set then move type must not = Sighted
Areas of Moveware/Companies Affected: Removals- Company Specific- Anglo Pacific
220400 Control of sequences in costing
Description of Functionality: Alteration to the sorting of costing lines
Description of Use: Within the costing screen the ability to sort the costing line using arrows has now been added.
Areas of Moveware/Companies Affected: Costing – General Release- All Clients
223830 Removals Validation
Description of Functionality: Removed Validation for IF Job Types when Saving an IF Job through Removals Management
Areas of Moveware/Companies Affected: Removals – Company Specific – Matco
223588 JTC amendment for Removals
Description of Functionality: Changes to Job Type Creator diary actions
Description of Use: When a user selects packing on ‘day of job’ for EXR jobs, system will use Pack & Collect rather than Collection
Areas of Moveware/Companies Affected: Removals – Company Specific – Anglo Pacific
223651 Move date not required on Imports
Description of Functionality: Changes to move dates validations in removals details screen
Description of Use: If the job is IM or IMP, then the move date is not mandatory on save. Also if the user default types IM or IMP, when creating new job, the est. year field is not pre-filled
Areas of Moveware/Companies Affected: Removals – Company Specific – Anglo Pacific
223785 Inactivate Cancel Invoice Icon
Description of Functionality: Preventing users from cancelling an invoice.
Description of Use: Cancel button on invoice tab is disabled regardless of security group users have.
Areas of Moveware/Companies Affected: Removals/Invoice tab- Company Specific- Grospiron
223847 Interstate Inventory Alerts (After Resource Allocated)
Description of Functionality: Within the inventory screen a warning message has been added when the removal job contains a vehicle.
Description of Use: When user adds inventory on a won interstate job (type ‘IS’), prompt user with a warning message if the job contains a vehicle.
Message prompted is ‘WARNING – Driver already allocated. Please Let Operations know of users change to the inventory IMMEDIATELY – Thanks’
Areas of Moveware/Companies Affected: Removals/Inventory- Company Specific – Transcorp
220773 Automatic update of packing materials from pack items
Description of Functionality: When changing the carton delivery date, it will in turn change the date on the packing materials in the resources tab.
Description of Use: Within the removals module the pack items will automatically update the packing materials
Areas of Moveware/Companies Affected: Removals – Company Specific – Grospiron
220683 IMP – Un-Validate Items on W Jobs
Description of Functionality: Removed validation of number of items on IMP jobs on status W
Areas of Moveware/Companies Affected: Removals – Company Specific – Grospiron
220207 Cost Options on Removals
Description of Functionality: Any jobs of status I or P that does not have a cost option on the job will show up red in the removals search screen
Areas of Moveware/Companies Affected: Removals- Company Specific _ John Mason
220472 Flag selected task as not applicable
Description of Functionality: Within the Move Manager Screen Stopped Diary Actions flagged as “Not Applicable”
Description of Use: Bug fix – No change to functionality
Areas of Moveware/Companies Affected: Removals – General Release – All clients
220048 Jobs Diary Note action completed by field
Description of Functionality: When use quick add contact from job diary, there was a bug where the completed by field is not filled even if the diary is complete. This is now fixed
Description of Use: Bug Fix no change to functionality
Areas of Moveware/Companies Affected: Removals- General Release- All Clients
218863 Jobs – branch ES Won jobs not set to Invoiced
Description of Functionality: If all the cost options are marked as F then job should be marked as F. Otherwise the F cost options should not have an effect on the invoice flag (egg if all other invoices on the job are invoiced then the job should be flagged as invoiced, else if there is at least one invoice not invoiced then the job should be flagged as not invoiced).
Areas of Moveware/Companies Affected: Removals – Company Specific – Harrow Green
218886 Move date in past
Description of Functionality: On the copy function, if the sources move date is in the past then set this to blank
On change of status to either P or W, if the move date is in the past, pop up a warning “Warning: Est. Move is in the past”
Areas of Moveware/Companies Affected: Removals – Company Specific – Anglo Pacific
219341 Job Type Creator – Calendar look up in Date field
Description of Functionality: Changed on JTC so the date field shows ‘ / / ‘ and a Calendar Lookup
Areas of Moveware/Companies Affected: Removals – General Release – All Clients
224357 Carton delivery docket
Description of Functionality: Added an option ‘W’ for the system parameter ‘Update Material Pack Date if Dates Change’ (Other -> Diary-> middle of screen) system parameter so that it would Warn the user to update the pack dates rather than automatically update (when set to ‘Y’ or not update at all when set to ‘N’)
Areas of Moveware/Companies Affected: Removals Diary – General Release – All Clients
224352 Ports lookup looking at destinations
Description of Functionality: Changed the ports lookup in the job type creator to look at the ports table if using the new destination configuration
Areas of Moveware/Companies Affected: Removals/Job Type Creator- General Release – All Clients
224280 Priority Link
Description of Functionality: Removal Priority Change
Upon selection of ‘Bill To’ account, if customer priority is not blank, default removal priority value to customer’s priority value.
Areas of Moveware/Companies Affected: Removals- General Release – All Clients
224029 Bug Fix – Inventory Volume
Description of Functionality: Added fix for removal inventory screen where the total cube figure sometimes does not refresh correctly
Description of Use: No Change to functionality – Big Fix
Areas of Moveware/Companies Affected: Removals/ Inventory- General Release – All Clients
224041 Bug Fix – Diary based resources diary implementation
Description of Functionality: Fixed a bug when assigning actual time against diary lines for resource based diary actions – i.e. it will assign costs against the cost option of that diary line.
Description of Use: No Change to functionality – Big Fix
Areas of Moveware/Companies Affected: Removals – General Release – All Clients
224021 Volume/ Items in Inventory
Description of Functionality: In the inventory tab of removals screen, the totals at the bottom of the screen will take into account the number of inventory items as well.
Description of Use: This change will show the total cuft, kgs & acw of ALL inventory items from the removals inventory tab rather than the total cuft, kgs & acw of inventory items by type (i.e. not taking into account the number of items).
Areas of Moveware/Companies Affected: Removals –General Release – All Clients
224028 Bug Fix – Removals NC statues
Description of Functionality: When changing removal bill collection to NC and save, the removal invoice status should be set to F on top of the page regardless of whether the invoices themselves are on status N, the removal status should not revert back to N
Description of Use: No Change to functionality – Big Fix
Areas of Moveware/Companies Affected: Removals – General Release – All Clients
223870 Validation of Booking Agent at P and W Status
Description of Functionality: Validate Booking Agent for Type IM and EX on Status’s P and W
Areas of Moveware/Companies Affected: Removals Management – Company Specific – Matco
223693 Updating Status of Removal with actual resources assigned
Description of Functionality: Users will not be able to set any removals status that have vehicle or labour assigned to “Lost”.
Description of Use: Once users try changing removals status to “L”, the system will check if there is any vehicle or labour resources assigned on. If yes, there will be a pop up that prevents the users from changing the status.
Areas of Moveware/Companies Affected: Removals/Details Tab – General Release – All Clients
219792 Clearing a ‘lost’ reason on a job
Description of Functionality: Clear the Lost/Cancel Reason when a Job is reinstated to W/P.
Areas of Moveware/Companies Affected: Removals – Company Specific – Johnsons
219809 Follow-up from Email Note Task
Description of Functionality: Previously when users double click on an Email Rec’d or a Note, because it was created from the + the Top bar is greyed out as per attached screen shot.
But users can set a Follow-up from this action, when the Follow Up is created can it be set a proper task, as it follows the same setup as the Email Rec’d. Users can now add/edit tasks from the rate request screen.
Areas of Moveware/Companies Affected: Rate Request – General Release – All Clients
219900 Validate Cust Type on Removals Management
Description of Functionality: Validate Cust Type on Removals Management
Areas of Moveware/Companies Affected: Removals – Company Specific – Grospiron
219923 Default source code for IMP
Description of Functionality: Removed hardcode to default source on add of removal now works off promos codes
Originally
- IMP job default to IM
- EXT job default to TF
- FAR jobs default to UN
Areas of Moveware/Companies Affected: Removals – Company Specific – Anglo Pacific
Reports
221528 Reciprocity/Booking Agent Reports
Description of Functionality: Two new Booking Agent reports with more grouping options as well as ability to compare reciprocity with previous year have been added. The reports are:
- Booking Agent Summary New
- Booking Agent Summary By Agent Group
Description of Use: The new reports have been added to the Analysis tab of the Reporting screen and have the following new features:
The far right hand column of the report in the Agent groupings shows the reciprocity in terms of the ratio of the total Lbs. of jobs booked by the agent compared to the total Lbs. of jobs booked by ‘Us’.
How the report determines which agents are ‘Us’ is that any agents linked to the branches are considered ‘Us’.
If the reciprocity ratio is greater than the default ratio specified, then it will turn red. To specify the default ratio for specific agents, just use the reciprocity fields in the agent details page, to specify default reciprocity for agent groups, there is a specific field in codes management for Int Groups called reciprocity, the format should be “2 : 1” where 2 is the reciprocity from agents and 1 is reciprocity from us.
Another feature is that you can specify main groups for agents, e.g. Asian tiger china & Asian tiger Japan can both be specified to fall under the Asian Tiger main group which means that if an Export job was booked by Asian Tiger China yet the destination agent was Asian Tiger Japan, it should group this job still under both Asian Tiger China & Asian Tiger Japan rather than a 3rd party job. To specify a Main agent group, on the Agents screen, double click on the group in the Group Membership list and the name will appear in bold text.
There is now a toggle on the Report Management screen called ‘Show Previous Year’ which shows the totals against groupings on the figures for 365 days prior to the period the user has defined when running the report. This allows the user to compare the current figures with the previous year’s figures.
Areas of Moveware/Companies Affected: Reports – Analysis, All Companies.
221608 Payslip
Description of Functionality: Payslips report now shows distribution of funds to Bank Accounts on standard version.
Description of Use: Report is used to print a report for an employee for wages paid for a period.
Areas of Moveware/Companies Affected: Reports/Employees/Payroll – Limited Release – Australian Clients
222753 Storage Locations Report – Description Filter
Description of Functionality: Previously was not implemented although filter was available on screen. The ability to click on the description field has been added
Description of Use: When using the description filter on the storage location report, click on the description filter to filter on storage locations.
Areas of Moveware/Companies Affected: Reports/ Storage Location Reports – General release – All Clients
222615 Statements – Crystal
Description of Functionality: Report should now display opening balances IF the report uses ‘Date From’ and ‘Date To’ filter. Previously did not show Opening Balance line.
Description of Use: Only affects clients who run the standard Statement Report Crystal version and that have both date from and date to filters enabled. Moveware Support can enable filters if requested.
Areas of Moveware/Companies Affected: Reports – Debtors, Companies using standard Statement report Crystal version only.
222671 Invoice attachment record within contact tab
Description of Functionality: Previously when a user selects an invoice from the inquiry tab and pdfs and email as attachment the email does not update the contact tab with those details, this is due to the email not having any specific removal plan assigned to it. Change has been made to create a record of the sent email within the contacts tab regardless of the presence of a removal plan.
Description of Use: When a user’s selects and invoice from inquiry tab and sends an email, this will now record in the contact tab of the debtor.
Areas of Moveware/Companies Affected: Removals – Company Specific – Clockwork
222266 Debtor Statements
Description of Functionality: Standard Debtors Statement line item reference field value changed to show removal plan number if present, otherwise it will show journal reference.
Description of Use: Standard Moveware Debtors Statement
Areas of Moveware/Companies Affected: Debtors Reports- Limited Release – Companies using standard version of Statement report.
222261 Exchange Rates – Reports
Description of Functionality: A new report is available under the “Other” tab called Exchange Rates
Description of Use: Report shows the exchange rates inputted over a selected period of time, can be filtered by branch
Areas of Moveware/Companies Affected: Reports – Company specific – Elliott
218660 Rate Request Reports
Description of Functionality: Alterations to the rate request reports groupings (including bug fixes)
Description of Use: Added ‘From Agent’ & ‘To Agent’ groupings and fixed ‘Origin Country’ & ‘Destination Country’ groupings to look at the country of the country codes rather than the country codes themselves. Also added a toggle for showing rate requests
Areas of Moveware/Companies Affected: Reports- General Release – All Clients
218795 Customer /Active Accounts Report
Description of Functionality: Report created to view active accounts – where the active account date is the entered date of the first job with customer selected as a biller.
Report filters are the same as the Customer Listing Report.
Areas of Moveware/Companies Affected: Reports – Company Specific – Packimpex
222115 Branch Filters for Waybill Reports
Description of Functionality: New branch filters added to waybill reports
Description of Use: Waybill reports can now be filtered by branch
Areas of Moveware/Companies Affected: Reports/ Filters – General Release – All Clients
222075 Bug fix – AMS Report
Description of Functionality: Fix made to AMS Report
Description of Use: in the detail section volume should show in m3 if not using cuft (was showing lb)
Areas of Moveware/Companies Affected: Reports – Company Specific – Conroy Australia
222054 Multiple printing functionality added to storage rate revision letter
Description of Functionality: Storage Rate Revision now has the option to multi-print.
Description of Use: Add ‘multipleprint’ to any report using ‘rate revision’ as the procedure. This will allow multi-print to be enabled. Note: this is only available from the reports screen, and not currently from the storage rate revision screen.
Areas of Moveware/Companies Affected: Reports/ Multi Print – General Release – All Clients
221866 Insurance Revenue Report
Description of Functionality: New filters added to the insurance revenue report
Description of Use: Filters added to report include
- Account Manager
- Move Manager
Areas of Moveware/Companies Affected: Reports – General Release – All Clients
221689 Accrual Report
Description of Functionality: Added ‘Invoice Date’ for By Date filter on the Accrual reports
Areas of Moveware/Companies Affected: Reports – General Release – All Clients
221261 Merge Rate Request field list report
Description of Functionality: New report – Merge Rate Request created which is a reference document listing of available fields and their values for International Rate Requests based on selected records
Description of Use: Useful to determine what Word merge field to use to pull the desired value from Moveware. Can be run from the International Rate Request screen for selected Rate Request.
Areas of Moveware/Companies Affected: Reports/ International Rate Requests- General Release – All clients (set up required)
221109 Corporate Revenue
Description of Functionality: On the corporate Revenue report, new date filter by ‘Invoice Date’ has been added
Areas of Moveware/Companies Affected: Reports- General Release – All Clients
221101 Invoice Summary Report
Description of Functionality: Added an extra column for debtor pay method within the Invoice Summary Report:
Description of Use: No change to functionality – Added filter
Areas of Moveware/Companies Affected: Reports – General Release – All Clients
221010 Daily Diary Run Sheets
Description of Functionality: Changed in the lower portion of report to incorporate customised sections
Description of Use: Report is used to print a running/job sheet for each vehicle in the operations diary on a given day.
Areas of Moveware/Companies Affected: Reports/ Operations- Company Specific – Chess Sydney
221006 Insurance Report
Description of Functionality: An insurance summary report created
Areas of Moveware/Companies Affected: Reports – Company Specific – PSS
220918 Export Waybill report
Description of Functionality: Changes made to improve consistency between labels for volume and weight and measurement unit abbreviations. Further changes to display of ACW to only be shown if service of waybill contains the word “Air”. Previously it included LCL shipments.
Description of Use: Export waybill summary and detail version used for companies using standard Moveware report.
Areas of Moveware/Companies Affected: Reports/Waybills – General Release – All Clients
220914 Claims Filters
Description of Functionality: Added a claims type filter to filter by different types of claims
Description of Use: No Change to functionality – Filter Added
Areas of Moveware/Companies Affected: Reports/Claims – General Release – All Clients
220734 Updating Job Sheet
Description of Functionality: The crew sheet instruction field has now fixed length
Areas of Moveware/Companies Affected: Reports- Limited Release – Australian Clients
220446 Report- Removal Details
Description of Functionality: New report created that filters on the entire main fields within the details page of a removal job
Description of Use: Reported named “Removal Notes” shows the entire main field within one page
Areas of Moveware/Companies Affected: Reports- Company Specific – Grospiron
220333 PDF Invoices- Statements
Description of Functionality: When creating a PDF from the reports screen and the report in under the creditors tab. The file path will be the correct path for the creditor.
Description of Use: As per normal PDF (Bug fix). No change to expected functionality.
Areas of Moveware/Companies Affected: Reports – General Release – All Clients
220348 Changes to Label Print
Description of Functionality: Previously the default labels prints only reports that were named labels change made to this default
Description of Use: Can now use the default labels printer if the report name begins with ‘Labels’ rather than the report name having to be called ‘Labels’
Areas of Moveware/Companies Affected: Reports – General Release – All Clients
220259 Bank Deposit Report
Description of Functionality: Bank Deposit Screen – Report Change
Description of Functionality: Previously the Transactions report generated upon completion of bank deposits, the Bank Deposit report is now generated instead.
Areas of Moveware/Companies Affected: Reports- Company Specific – TMC
220504 Empty storage locations report
Description of Functionality: Added total number of containers in the empty storage report.
Description of Use: Added total number of containers in the empty storage report.
Areas of Moveware/Companies Affected: Reports – Company Specific – Johnsons
219046 Multiply Diary Actions for Report Purposes
Description of Functionality: Enabled multiple selection of diary actions so that they can select them for reporting purposes
Description of Use: Previously only one diary action could be selected when reporting, this has
Areas of Moveware/Companies Affected: Removals Diary/ Reports – Company Specific – Packimpex
223449 Rate Request Report
Description of Functionality: New report added under the analysis tab of reports the report is called Rate Request Conversion
Description of Use: The report provides statistical analysis of removal jobs and rate requests
Areas of Moveware/Companies Affected: Reports – General Release- All Clients
223563 Costing New Report
Description of Functionality: Change on the costing new report to show resources as inventory number, not description of the resource
Areas of Moveware/Companies Affected: Reports – Company Specific – Transcorp
219469 New Word Merge Fields
Description of Functionality: Added new word merge fields
- second branch phone
- second display branch phone
- no label versions of the tags
Areas of Moveware/Companies Affected: Reports – General Release – All Clients
222865 Removal Review Report
Description of Functionality: Report change to Review Summary
Description of Use: New filter added to report – Removal Customer Type
Areas of Moveware/Companies Affected: Reports – General Release – All Clients
222932 New filter for reports
Description of Functionality: Added ‘Closed’ date filter for reports
Description of Use: Filter by removal close date
A pass needs to be run on databases in order for this to work on older jobs
Areas of Moveware/Companies Affected: Removals/Reports – Limited Release – All Clients (Pass needs to be run to incorporate older removal jobs)
222987 Agent Master File report
Description of Functionality: Agent Master File Report – New Filter added
Description of Use: Agent Status filter added to report
Areas of Moveware/Companies Affected: Reports – General Release – All Clients
223262 Removals Summary with method
Description of Functionality: Removals Summary – New filter
Description of Use: Added removal Method filter to report
Areas of Moveware/Companies Affected: Reports/ Removal Summary – General Release – All Clients
223437 Claims Report
Description of Functionality: Changes to Claims Report
Description of Use: New report filter added ‘Job Type’.
Areas of Moveware/Companies Affected: Reports – General Release – All Clients
223597 New Report – Claims by Corporate
Description of Functionality: The Claims Register report can be added to the Corporate/CRM tab to be filtered by Corporate/CRM.
Areas of Moveware/Companies Affected: Reports – General Release – All Clients
223646 Corporate profit & loss report
Description of Functionality: Change made to allow users to filter by multiple move managers in the Removal Profit & Loss report
Areas of Moveware/Companies Affected: Reports- General Release – All Clients
223671 Claims by Employees Report
Description of Functionality: Adding a new report called claims register by employee in report configuration.
Description of Use: Providing claim records filtering and grouping by employee involved in the job.
Areas of Moveware/Companies Affected: Reports – General Release – All Clients
221888 Group by Transaction Branch
Description of Functionality: Debtor/Creditor Trial Balance Report- prior now has the functionality to be grouped by transaction branch.
Description of Use: Select grouping by transaction branch on the creditor trial balance or debtor trial balance reports, the report will now show each creditor/debtor total for that branch
Areas of Moveware/Companies Affected: Reports- General Release – All Clients
223765 Email Payslips
Description of Functionality: Statement Report Change
Description of Use: Added a change to ensure that when users generate the statement report using the ‘Selected’ report filter, any customers with their ‘Print Statement’ value set to ‘E’ or ‘N’ are excluded by default.
Please note this only applies for printing or print previewing the report.
Areas of Moveware/Companies Affected: Reports/Employees- General Release – All Clients
223838 Work Order by Waybill
Description of Functionality: Added ability to print dockets from the waybill screen so that one docket for each job on the waybill is produced
Description of Use: Dockets can now print in one step, rather having to go into each individual removal job. Please note will still need to be customised to enable this functionality.
Areas of Moveware/Companies Affected: Reports/Waybills – General Release – All Clients
220749 Report/Removals Changes
Description of Functionality: Changes made to the sales analysis report
Description of Use: Removal Screen: Record the date into a database field when a job is set to cancelled. Take note this field is the same field used to record when a job has been set to Won or Lost (status ‘W’ and ‘L’).
Reports: For reports that use the ‘By Date’ filter like the Salesperson Analysis report, I added ‘Won/Lost/Cancelled’ to the list so users can filter by date won/lost/cancelled or all depending on value users entered in the ‘Status’ filter.
Areas of Moveware/Companies Affected: Reports – Company Specific – Fragile
220176 Report Enhancement
Description of Functionality: Report Enhancement – Creditor Trial Balance, Creditor Trial Balance Prior, Creditor Transactions report
Description of Use: Added ability to run the listed reports by purchase invoice due date. Also added additional dynamic grouping to the Transactions report – by Date filtered
Areas of Moveware/Companies Affected: Reports- General Release – All Clients
219297 Dairy action from Waybill in Big Diary
Description of Functionality: Change made to reports in waybills
Description of Use: Users can print the Daily call to Warehouse reports from the daily diary drop down, this report had to be split to two reports, one Daily call to Warehouse Removals and one Daily call to Warehouse Waybill, this then picks up diary actions of Inform Warehouse that are attached to both removal and waybills
Areas of Moveware/Companies Affected: Reports/Waybills – Company Specific- KHZ
219301 Quote Sent – Diary Action – Completing when just previewing documents
Description of Functionality: Stopped report related diary actions associated to reports from being created when just previewing reports.
E.g. When the quote is being previewed, the ‘Quote Sent’ diary action will not be completed. The diary action is only completed when the quote is PDF’d, printed or sent directly from within Moveware (i.e. not via the crystal report preview window).
For Grospiron – only complete diary actions if the report is being attached as a PDF in an email.
Description of Use: Previously when a report generated regardless of if it was just being previewed or not it would
Areas of Moveware/Companies Affected: Removals/Reports- General Release – All Clients
Company Specific – PDF specification Grospiron
224081 Printing out a Quote
Description of Functionality: When updating title/first name/last name within the details screen of a removal if the contact field hasn’t been manually updated, then it should be updated according to title/first/last name, otherwise it should not change
Areas of Moveware/Companies Affected: Reports/Removals – General Release – All Clients
221748 Invoice Summary Report IPT and VAT
Description of Functionality: Within the invoice summary report the tax codes are now separated out i.e. IPT and VAT both within the tax column and details at the end of the report in types.
Description of Use: Produce the report as usual and the tax details will be displayed at the end of the report.
Areas of Moveware/Companies Affected: Reports- General Release – All Clients
222054 Added multi- print to storage rate revision letter
Description of Functionality: Storage Rate Revision now has the option to multi-print.
Description of Use: Add ‘multiple print’ to any report using ‘raterevision’ as the procedure. This will allow multi-print to be enabled. Multi-print will run against the same customers that use multi-print for invoicing.
Note: this is only available from the reports screen, and not currently from the storage rate revision screen.
Areas of Moveware/Companies Affected: Reports – General Release – All Clients
219797 Waybill Analysis – Filter/Toggle for despatched Waybill
Description of Functionality: Waybill Analysis Report
Description of Use: Added Despatched Toggle to report
Areas of Moveware/Companies Affected: Reports- General Release – All Clients
223906 Empty Storage Locations report
Description of Functionality: Empty Storage Location Report Change
Description of Use: Location that appears on the report is now the location assigned to the Inventory record itself (Seen in Operations > Inventory).
Previously was set as the location of the last storage/removal/waybill which used the container/storage but this may not necessarily be the latest location.
Also made a change to the removals > resources screen. Container/Storage items added via this screen will now be auto assigned with the latest location. Previously location field would be blank upon addition.
Areas of Moveware/Companies Affected: Reports – General Release – All Clients
219985 Change to Reciprocity/Booking Agent Report
Description of Functionality: Booking Agent reports added
Description of Use: Added 2 new Booking Agent reports with more grouping options as well as ability to compare reciprocity with previous year.
- Booking Agent Summary New
- Booking Agent Summary By Agent Group
Areas of Moveware/Companies Affected: Reports, All Companies
Storage
215654 Adding new storage a container in existing ID date
Description of Functionality: When adding a new container to a storage account, set the date in as today’s date rather than the date stored on the storage account.
Areas of Moveware/Companies Affected: Storage/ Invoicing – Company specific – KHZ
217611 Storage Invoicing Changes
Description of Functionality: Added a new field ‘Rev Grp’ on the customer detail tab, for rate revision group.
Description of Use:
- The newly added field will come through to storage screen when a customer is selected for the storage where it is not blank on the customer. Validation also added
- The date in the detail invoice lines for storage invoices has been removed, now reflected as the date in the invoice header.
- When producing combined storage invoice, always set One column to Y so all the detail lines will be combined on a printed invoice.
Areas of Moveware/Companies Affected: Storage/ Invoicing – Company specific – KHZ
222001 Storage Account Revenue
Description of Functionality: Storage accounts now has by Account report to show the Monthly/Weekly charges by using rate x volume or just rate if no volume is entered.
A toggle has also been added to show Tax exclusive values.
Areas of Moveware/Companies Affected: Reports – General Release – All Clients
221488 Storage extension insurance reminder – Bug Fix
Description of Functionality: Previously users would encounter the following error message: “The Email could not be sent to <Operator>. System Error: 550 5.1.1 User unknown” Fix has been put in place to prevent this error
Areas of Moveware/Companies Affected: Emails/ Auto emails – General Release – All Clients
221015 Storage rate revision
Description of Functionality: Added a storage rate revision group toggle for KHZ in the storage browser to view/filter by storage rate revision.
Areas of Moveware/Companies Affected: Storage – Company Specific – KHZ
222871 Empty Storage Locations
Description of Functionality: New container movement related changes
Description of Use:
Container movement Screen
- Add new movement type ‘Empty’
- Movement type values are synced with what is seen in inventory management > details field (container)
Container Movement Report
- Added new group: Group by owner (‘owned by’ in inventory management) – Movement type filter
Empty Storage Reports
- updated report to also look for any inventory where Movement Type is set to ‘Empty’
Areas of Moveware/Companies Affected: Container Movement Screen/Reports – General Release – All Clients
223363 Storage Rate Revision – Insurance
Description of Functionality: Toggle added to the Storage Rate Revision screen that will exclude all the removal/job products that are flagged as insurance product (Product Type = I).
Description of Use: This toggle will remove all such products from the list displayed so they will not be included in the rate revision.
Areas of Moveware/Companies Affected: Storage – General Release – All Clients
Waybills
222914 Container Tracking Changes
Description of Functionality: Previously SCF container tracing prompt only appeared for waybill type IN SR and LR. Change has been made to include the below types
- LR
- LC
- STG
- IS
- ISI
- ISC
- TT
Description of Use: On dispatch of a waybill, SCF container tracking will appear for all waybill types
Areas of Moveware/Companies Affected: Waybills – Company Specific -Chess Perth only
222594b Change to Flag on Onforward removal jobs
Description of Functionality: On the waybill tab (both in removals and the waybill tab) alteration made to Show the flag as read only
Description of Use: Previously the user clicked on the button then it sets the onforward flag. The only check was that type of removal must not be IS, other than that there is no check. Change made to show the flag as type read only
Areas of Moveware/Companies Affected: Event Logging/Waybills – Company Specific – Anglo Pacific
222449 MoveTransfer file size
Description of Functionality: Issues with filename size whereas the full filename path was too long that the actual filename was not seen on Screen have been rectified with modifications to file path name
Description of Use: Upon loading of the attachment screen, the Filename column will now exclude the filename path.
Areas of Moveware/Companies Affected: Waybill Email Attachments/ MoveTransfer – General Release – All clients
222015 Adding New Waybills
Description of Functionality: Previously when adding (copying) in a new waybill the inventory copies over, change made to prevent this
Description of Use: When add new waybill, the waybill inventory screen will now reset to blank
Areas of Moveware/Companies Affected: Waybills – General Release – All Clients
222873 Waybill Diary Validation
Description of Functionality: When creating a diary action the Web Code of a waybill diary action is now validated
Description of Use: Upon saving of diary records in diary screens, ensure the value in the Web column (Web Access) contains a valid Value, C = MoveClient, P = MovePartner. Can cause issues with the online web client if not validated correctly
Areas of Moveware/Companies Affected: Removal/Waybill Diary – General Release – All Clients
220350 Waybill Destination Code to be Set from Removal not Agent.
Description of Functionality: Within the waybill screen, change functionality of validation. Removed Region Validation on Destination Code
Description of Use: Waybill Destination Code to be Set from Removal not Agent. When adding a Waybill from a Removal
- Origin Code
- Port of Origin
- Port of Loading – be set the same as Port of Origin
- Dest Code:
- Destination
- Discharge
Areas of Moveware/Companies Affected: Waybill- Company Specific – Grospiron
220109 Waybills EXC setup like EXB
Description of Functionality: Removals/Waybill Details Screen Enhancements, for EXC jobs only
On the removal screen,
- Do not validate Account Manager
- Do not validate Occupation
Description of Use: On the waybill screen removal tab, when double click on the removal or use removal lookup button, bring up the baggage screen instead of the removal screen
Areas of Moveware/Companies Affected: Removal/Waybill – Company Specific – PSS
219771 Entry no on Manifest
Description of Functionality: A new field on the manifest screen to hold “Entry No”
Description of Use: Label Changes and Field Extension Slot References, “Entry No” This is the key that Customer uses for tracking all shipments
Areas of Moveware/Companies Affected: Waybills- Company Specific –Anglo Pacific
223524 Waybill Merge fields
Description of Functionality: Added <Date Unload> & <Date Unload Time> merge fields for waybills
Description of Use: <Date Unload> comes from details of waybills screen.
<Date Unload Time> comes from the first diary on the waybill with the key action of ‘Unload’
Areas of Moveware/Companies Affected: Waybills/Merge Fields – General Release – All Clients
223571 Mandatory manifest origin and destination codes
Description of Functionality:
Anglo only:
- Origin code is mandatory
- Destination code is mandatory
- Destination is derived from the destination code:
- If port (for the type) is blank then this is the destination name
- Else it is the name of the destination port
- Note that the type needs to cater for the 3 categories of Air, Groupage or default which are on the destination screen
For all:
Fixed a bug on waybill screen. Was not able to clear the destination discharge field once it was filled this has now been rectified
Areas of Moveware/Companies Affected: Waybill- General Release – Anglo only
223627 Waybill Booker Prompt
Description of Functionality: Change to prompt when agent changes
Description of Use: When destination/origin agent changes on a waybill change made so that a user will always get the prompt to update removal booker
Areas of Moveware/Companies Affected: Waybills – Company Specific – John Mason
220189 Updating Actual Costs on a Job Using Waybill Costing
Description of Functionality: The delete all button wasn’t running updating costs correctly
Description of Use: No change to functionality – Bug Fix
Areas of Moveware/Companies Affected: Waybill – General Release – All Clients
222807 Waybill Diary actions displaying in job diary for Diary Based Resource Costing Setup
Description of Functionality: Previously the Waybill Diary Actions were not displaying in Job Diary for Diary Based Resource Costing setup. This has been modified for this setup, so that Waybill diary actions are visible in the Job Diary.
Areas of Moveware/Companies Affected: Removals/Waybills – Limited Release – Clients running Diary Based Resources Costing