Moveware Version 5.6.2 Release Notes

Moveware Release Notes
Version 5.6.2
Upgrade Rollout: April/May 2012
Release Notes Generated: 29/04/11 ‑ 21/02/12

Admin

210170 Seasonal Rates

Description of Functionality: Ability to set creditor product rates to use the estimated move date. Company must have the Est Move Date Set as a Date Field (Not Free Type)

This relies on:

1. The creditor product to be setup with ‘use est date’ Y then use est move date, or date entered by user on the JTC

2. If creditor product not setup with ‘use est date’ N'(default), then use today’s date

Areas of Moveware/Companies Affected: Costing/Rates Management –Company Specific – Anglo

211846 Sales Follow-up – Automatic Update

Description of Functionality: Reset the Follow-up Dates only on certain removal types if a new Cost Option is generated on P Status as follows. P status:

EXC – + 2 days from cost creation date

EXB – + 2 days from cost creation date

EXR – + 5 days from cost creation date

Areas of Moveware/Companies Affected: Removal Management/Sales Follow-up – Company Specific- PSS

212058 How to find Creditor Invoices on Hold from Payment

Description of Functionality: The creditor transaction report now has a new filter ‘show held transactions only’, which when ticked will display all held transactions for the creditor

Areas of Moveware/Companies Affected: Creditors/Reports – General Release – All Clients

219018 Security Groups – Analysis 9

Description of Functionality: Reports Analysis Tab Moved under security Group 9. It had previously been linked to various other security groups.

Areas of Moveware/Companies Affected: Security- General Release – All Clients

212951 Costing – Customer Record Error (91)

Description of Functionality: Added on costing screen, when user manually update status to W and no debtor set on the cost option, an error should popup to say ‘cannot update status to W, a debtor must be set first’. Currently user will encounter a ‘no customer record is available’ error

Areas of Moveware/Companies Affected: Removals Management – General Release – All Clients

213291 Default Filter by Rep on Search Tab

Description of Functionality: Default the Salesrep filter on the removals search screen to the user, if the user is set as a Relocation Consultant or Immigration Consultant.

Areas of Moveware/Companies Affected: Removals Management Search Screen- Company Specific – Packimpex

213725 Data Import Customer Contacts Import

Description of Functionality: In the Data Import Screen, Added new import type ‘Contacts’, which can be used for customer/creditor/agent contacts import. Format of CSV field for Contact Data Import are as follows:

Title
First Name
Last Name
Type
Customer code
Creditor code
Agent code
Position
Status
Work Phone
Mobile
Fax
Mail
DOB
Email
Interests
Comments
Address1
Address2
Country Code
Suburb
State
Postcode
Country

Description of Use: Admin>Utilities>Data Import

On the data import menu, select ‘contacts’, type field can be ‘customer’, ‘creditor’ or ‘agent’.

Areas of Moveware/Companies Affected: Data Import – General Release – All Clients

214681 Import/Export Tab Oddity on Removal Lookup Screen (F12)

Description of Functionality: Removal Plan Lookup (F12), the tabs should now operate the same as in the main removals management window. Previously the Import/Export Tabs were not enabled correctly.

Areas of Moveware/Companies Affected: Removal Plan Look up – General Release – All Clients

215034 Creditors: Several Approvers Insert automatically approval date

Description of Functionality: For Unapproved Purchases users with Security A and C are able to post unapproved purchases, automatically setting approval date to today

Only applies to users with security groups C and A.

Areas of Moveware/Companies Affected: Creditors/ Purchase Approvals –Company Specific- Packimpex

215736 Validation on description field in receipting

Description of Functionality: Ensure no receipt journals disappear from the screen due to user’s entering in just ‘?’ in certain fields. ‘?’ is treated as a special character (null value) in the programming language Moveware is developed from.

Description of Use:

On Removal screen, make sure order and file are not entered as “?”

On Invoice screen, make sure order and file are not entered as “?”

On Receipting screen, make sure description is not entered as ”?”

Areas of Moveware/Companies Affected: Financials – General Release – All Clients

215860 Searching within Cost Option

Description of Functionality: In the Event Log Screen we have added ability to search anywhere with the Event Description field using a * prefix. Previously we searched for event’s that begun with the value entered in the Description field.

Areas of Moveware/Companies Affected: Event Log – General Release – All Clients

216122 Script to Make Database wide changes

Description of Functionality: Added a procedure ‘c:\removals\procedures\p-database-change.p’ which can be run to allow the user to enter the hostname/ip address of an old server and a new server, whereby automating the process of updating server name related parameters / references after moving Moveware database from the old server to the new server.

Description of Use: When p-database-change.p is called, it will:

Prompt user for old & new server names (old server name will default to current sys-hostname).
The script will prompt the user to confirm whether the server names entered are correct.
If both the old & new server names are not blank, then upon user confirming the server names, the script will replace any instances of the old server name with the new server name in the fields below:
1. Printer Parameters (sys-report).
2. Report Single User (sys-reportsingle).
3. Host name (sys-hostname).
4. Employees PDF Paths (pay-pdfpath).
5. word template filenames (rbname-filename).
6. diary action filenames (dd-filename).

Areas of Moveware/Companies Affected: Database Change / Admin – General Release – All Clients

216854 Password Security Changes

Description of Functionality: Amendments to Employee Password Security

Description of Use: On login, if the user password has expired, the change password box will pop up, previously the user can use the ESC key to exit the screen without changing password and still log into moveware, this has now been corrected. Addressed a problem where the password field is only 10 characters long so users entering passwords greater than 10 characters will not realize that their password was truncated so were unable to log into the system.

Added additional checks from the employee moveware user tab, that checks the password put in by the admin, if the new password has the required length, if it already appears in the history (password aging) etc. These features can be enabled in the System Parameters > Security Tab if required.

Areas of Moveware/Companies Affected: Admin/ Password Security – General Release – Companies using Password Security enabled.

216942 Debtor Import amended to cater for CRM Import

Description of Functionality: In Data Import > Debtor import – Two extra columns added “corp field” and “status field”

Corp field should be either Y / N, default value is N if left blank.
Status can be either ‘prospect’, ‘suspect’ or ‘active’. Default is ‘Active’ if left blank

Areas of Moveware/Companies Affected: Data Import/ Debtor Import – General Release – Not Elliot

217684 Job Type Creator – Change Defaults – Port & Dest Code

Description of Functionality: Set Removals Port fields to certain values depending on Service set, ensure port always update from destination code

Areas of Moveware/Companies Affected: Removals – Company Specific- Abel

217804 New Field In Fleet Management/Inventory Management – Vehicles

Description of Functionality: Label Change in Fleet Management- Fleet Details Pop up screen. Rename ‘Prev Serial Number’ label to ‘Transport License Number’

Areas of Moveware/Companies Affected: Inventory Management>Fleet Management –Company Specific – Grospiron

218534 Paragraph Lookup Change

Description of Functionality: Changed Paragraphs search filters for Description and Comments fields so they will match text anywhere within the field rather than doing a begins with search

Areas of Moveware/Companies Affected: Administration > Moveware Setup > Paragraphs General Release- All Clients

218536 Email Merge field for Allowance Field

Description of Functionality:Added new Email Merge field ‘<Allowance>’

Areas of Moveware/Companies Affected: Report Configuration> Email Merge Field – Company Specific Packimpex field in the Removal > Details tab which the new mail merge is pointing to.

Financials

211654 Costing –Update the branch/cost centers on cost options

Description of Functionality: Added system parameter ‘Update Branch/CC on Costs when changed on Job’ to control the updating of the cost option header’s branch and cost center upon change of the respective fields in the job/removal details screen.

Description of Use: System Parameter in Job/Removal Setup tab:

Administration -> System Setup -> System Parameters>Setup Tab – field called ‘Update Branch / CC on Costs when changed on Job.

Set to ‘Y’ to automatically set the cost center and branch on the cost option without prompt when they change on the job details page.
Set to ‘N’ to prompt for user to change the cost option branch/cc when job details change (how it is currently working).
Set to ‘B’ to automatically set the branch on the cost option when the job details branch changes, prompt with warning when cost centre changes.
Set to ‘C’ to automatically set the branch on the cost option when the job details Cost Centre changes, prompt with warning when the branch changes.
When user manually set cost option to W, the branch/cc is updated automatically to that of the removal if the system parameter is set.

Areas of Moveware/Companies Affected: Job/Removals/ General Release- All Clients

214642 Invoice One Field.

Description of Functionality: ‘One’ Field in the invoice screen has been expanded from 80 to 160 characters

Areas of Moveware/Companies Affected: Debtors invoicing- General Release- All Clients

Financials, Removals

215978 Purchase Order Created through Purchase Order Menu

Description of Functionality: When creating a Purchase Order (not Purchase Invoice), the charge line values are created from the costing’s estimated values rather than the actuals (as done in Purchase Invoices).

Areas of Moveware/Companies Affected: Creditor Purchase Orders- General Release – All Clients

Financials, Reports

216763 New Field ‘Financial Date’

Description of Functionality: Added new field ‘Financial Date’ to the Removal > Detail tab, also make this field available for filtering on removal related reports

Areas of Moveware/Companies Affected: Removals Details – Company Specific – KHZ

Financials, Storage

214639 Companies using new Tax Matrix –Flexibility of setting default TAX Code values on Storage Invoices

Description of Functionality: ‘Country Stored’ field added to Storage Management > Details tab for companies running the new tax matrix. The country will default to that of the branch against the storage account and users will be prompted to update the country if the branch is changed to a branch in a different country or if a location is added to the storage account that is in a different country. This then updates the tax code for the changes on the invoice based on the tax matrix.

Areas of Moveware/Companies Affected: Storage Management > Details tab – General Release- All Clients

Removals

216715 Removal Issue – New Removals updating existing removal plan details

Description of Functionality: Corrected issue when adding a new removal and saving with validation errors, moving to another tab and back will overwrite the new removal with details of the first existing removal.

Areas of Moveware/Companies Affected: Removals ( existing plans)– General Release- All Clients

Reports

215802 Costing Sheet – Branch/Cost Center Security

Description of Functionality: Added branch/cc security for costing sheet report for the cost option level

Areas of Moveware/Companies Affected:

Reports – General Release – All Clients

Diary

208586 Creditor Purchases Approval Reminder – Increased Functionality

Description of Functionality: In Creditor Purchases, when changing the ‘Approved’ field, a reminder message will appear for the ‘approved’ user to remind them to approve the purchase.

Description of Use: Added an additional system parameter on the Creditors Tab: Send Reminder with Purchase Approval.

When set to N, this feature will be ignored.
When set to Y, the reminder will be sent instantly
When set to a number, the reminder will be sent in that many hours.

Areas of Moveware/Companies Affected: Creditor Purchases – General Release- Clients using approver security

212376 Daily Diary – Filter by Start times

Description of Functionality: Companies using the big Daily Diary screen (user’s with screen resolution set to greater than 1024 X 768) can now filter on the Start Time (Column Time) on the big diary

Areas of Moveware/Companies Affected: Daily Diary – General Release – All Clients

212632 Diary Planner – Hours Field Size

Description of Functionality:Daily diary, the Hours column is now extended to from 4 to 5 characters. e.g. 10.5 to 10.50

Areas of Moveware/Companies Affected: Daily Diary – General Release -All Clients

214100 Incorrect Diary Action in Daily Diary

Description of Functionality: Daily Diary – Labor or vehicle assigned to a diary action will be logged in the Event Log. Event description example: ’Assigned [Labor/Vehicle] [Labor/Vehicle Description] to diary action [diary action name] on [date modified].

Areas of Moveware/Companies Affected: Daily Diary/Event Log – General Release- All Clients

214663 Show Day on Daily Diary date headings

Description of Functionality: Operational Daily Diary – if user filters screen over multiple dates, the heading now includes weekday as well as date.

Areas of Moveware/Companies Affected: Operational Daily Diary – General Release- All Clients

214875 Jobs – Diary – Action Date – Color coding to show diary action is overdue

Description of Functionality: On Job > Diary and Sales > Customer service, if diary is overdue and uncompleted, show date in red

Areas of Moveware/Companies Affected: Removals Management>Diary –Company Specific – Harrow Green

215915 Sales Diary – Calendar

Description of Functionality: On screens containing the Calendar, users are now be able to double click in the calendar pop-up to select date to fill in fields (This replaces having to click a date and then click OK). In Sales -> Appointment diary, in the weekly view, users can click on a date and the view on the left will then automatically update with the date change without having to click on the refresh button.

Areas of Moveware/Companies Affected: Screens that contain the Calendar widget- General Release – All Clients

215918 Populate Diary not checked when choosing DOM jobtype in jobselector .

Description of Functionality:Previously when Removal Job Type Creator is used in Moveware the Diary Actions was ticked by default. Change made to un-tick the diary actions box by default

Areas of Moveware/Companies Affected: Removal Job Type Creator- Company Specific – KHZ

215969 Complete All – Operational Diary

Description of Functionality: In the Daily/Operational Diary screen, users can now complete all diary actions at once if required

Description of Use: When clicking the ‘complete’ button in the diary screen – user will have option to complete the selected diary action or all diary actions that are filtered on the screen.

Areas of Moveware/Companies Affected: Operational Diary – General Release – All Clients

216230 Shortcut button back to ‘today’ in sales appointment diary

Description of Functionality: Added a ‘Today’ button in Sales Appointment Diary screen to quickly filter back to today’s date

Areas of Moveware/Companies Affected: Operational Diary – General Release – All Clients

216778 Labour Required field in Removal Diary

Description of Functionality: Users can not edit the Labour Required field in the removal job diary screen unless they are Move Manager or System Admin .

Areas of Moveware/Companies Affected: Removal Diary – Company Specific – Packimpex

217890 Ability to Edit Operational Diary on days that are closed without unlocking/re-locking diary date

Description of Functionality: A new System Parameter has been added:

‘Ops Managers can Change Diaries on Locked Days’ on the ‘Other’ tab in the ‘Diary’ Section.

Setting this to Y will allow Ops Managers (Security Group 5) to change diary actions that fall on locked dates. If this is set to N, or the user is not an Ops Manager, then the diary actions will not be alterable unless day is unlocked again.

Description of Use:

Turn the system parameter to Y
Ensure user has security group 5
Locked days will now be assignable, without having to unlock the day and then relock it.

Areas of Moveware/Companies Affected: All areas that use this feature (mainly diary screen, removal screen, waybills and rate requests)- General Release – All Clients

218582 Jobs – Diary – Hours lookup

Description of Functionality: Hours Select List dropdown now include values up to 20.0 as compared to 12.0. Only available on company sites which use Diary Costing module.

Areas of Moveware/Companies Affected: All areas that use this feature (mainly diary screen, removal screen, waybills and rate requests)- General Release – All Clients that use Diary Costing

Destination Service Provider (DSP)

212262 Hide Destination Service Provider tab on Removal Job

Description of Functionality: Disable DSP tab on removal jobs

Areas of Moveware/Companies Affected: Removals – Company Specific – Packimpex

213077 Agent Lookup on Destination Services Jobs

Description of Functionality: For DS jobs only, in DSP tab, when adding house, agent lookup should use the branch region code in the filtering and not the removal destination code

Areas of Moveware/Companies Affected: Removals – Company Specific – Packimpex

217427 Destination Services Provider – Estimated Time on Files

Description of Functionality: On the removal detail page, show the sum of estimated time of each cost option

Areas of Moveware/Companies Affected: Removals – Company Specific – Packimpex

Email & SMS

211971 Better visual indicator if NES Declaration has been rejected

Description of Functionality: Added extra colouring on the outlook inbox and the waybill diary to highlight rejected messages. The rejected messages are now set to red.

Areas of Moveware/Companies Affected: Outlook Import – General Release – All Clients

212310 Default CC emails when replying to emails

Description of Functionality: Previously needed to search through the whole email and view all the email addresses listed in the email

When replying to an email in the diary screen, the cc search is limited to the first 500 characters so as to get the relevant message, and not cc email addresses that have occurred in the message’s history.

Areas of Moveware/Companies Affected: Removal and Waybill Diary – General Release – All Clients

212415 Ability to Adjust Font-type and Size for emails sent from Moveware

Description of Functionality: A new system parameter has been added to the System Parameter > General Tab ‘Email Font, Email Size’, which sets the font style for all emails set via HTML.

Description of Use: In the system parameter, enter font and size in the form <Font>,<Size> into this field to set the email. Entering ‘N’ will use the default font. Entering an invalid font or size will default to the default on the end-user’s screen. In most cases default is Arial, 12pt.

Areas of Moveware/Companies Affected: Email System- General Release – All Clients

215799 Email Spell Check – Reminder

Description of Functionality: If the spell checker is run, a popup message appears to remind users to check for the spell check window. Added as there were reported instances where the spell check window would appear underneath the moveware program. So Users unaware of occurrence would feel Moveware is ‘freezing’.

Areas of Moveware/Companies Affected:

Email/ Spell Check pop up – General Release- All Clients

216950 Automated Emails Send to CC address if entered

Description of Functionality: When using the CC functionality in report setup (for emails) the automated reports will now also send an email to any address entered in the CC field.

Areas of Moveware/Companies Affected: Email System- General Release – All Clients

217147 Automated Email – Incorrect Emails Used

Description of Functionality: Freight Agent and Clearing Agent emails now populate correctly when generating report emails. Paragraphs in emails will also fill in information for these agents correctly.

Description of Use: Configure a report email to send to the Freight or Clearing Agent, and set the source to Waybill Consignees.

Areas of Moveware/Companies Affected: Email System- General Release – All Clients

217533 Email Reminders

Description of Functionality: When completing diary actions, associated reminders will be dismissed. For PI – added an extra removal names column in the reminders window.

Areas of Moveware/Companies Affected:
Diary/Reminders- General Release –All Clients
Diary/Reminder with extra column- Company specific – Packimpex

217678 Cancelling PDF preview closes email window

Description of Functionality: When cancelling after viewing an attachment for sending via email, the email prompt will come back up allowing the user to make changes to the email to send rather than cancelling the sending of the email completely.

Description of Use:

From removals management, select a crystal report
The print dialogue will pop up and then select the PDF icon and tick ‘send as attachment’
Fill in extra dialog in email and then click send
It will pop up asking if the user wishes to preview the attachment, select yes
After the preview, it’ll ask if you want to continue or cancel
Previously, if click cancel it’ll just exit, discarding the email and go back to removals management, change made to go back to the email message with the extra dialog typed in so you can make changes before sending.

Areas of Moveware/Companies Affected: Emailing/Reports- Company Specific – Packimpex

217815 Outlook Inbox – Link emails to agent entries

Description of Functionality: The Outlook Inbox screen now has the ability to link emails to agent records.

Areas of Moveware/Companies Affected: Outlook Inbox- Company Specific – Packimpex

217860 Attachments Folder – Selecting of several files at once

Description of Functionality: Allow multiple selections of files from the attachment button (‘yellow folder icon’) in a record via the use of ‘Ctrl’ button to allow users to quickly copy/cut/paste files if required. Restriction – Not available for computers using windows 2008

Areas of Moveware/Companies Affected: Outlook Inbox- Company Specific – Packimpex

218015 Email from Diary – To email address

Description of Functionality: When email button is selected from removal > diary screen, leave ‘TO’ email address as blank. Added an additional button on the email popup to bring in email ‘To’ address if required.

Areas of Moveware/Companies Affected: Removal – Company Specific – Packimpex

218118 Auto Emails – Paragraphs for Different Languages

Description of Functionality: Added new language related tags for email templates (report configuration > email tab). With the use of the <Lang [language]> tags, certain paragraphs will appear depending on the language set on the removal plan.

e.g. <lang English>English Paragraph </lang English>.
<lang French> Bonjour French Language Test Tag </lang French>

If removal language is ‘English’ the email will display ‘English Paragraph’ other show ‘Bonjour French Language Test Tag’ if removal job language field is set to French.

Areas of Moveware/Companies Affected: Emails/Report Configuration- Company Specific – Grospiron

218603 Merge Fields – Vehicle Details

Description of Functionality: Added email vehicle merge fields which pull from Removal > Import/Export tab depending on type of job.

<No Vehicles>
<Vehicle Registration>
<Vehicle>
<Vehicle Engine>
<Vehicle Chassis>

Areas of Moveware/Companies Affected: Emails/SMS- Company Specific – Grospiron

218604 SMS Default Wording on Moveware

Description of Functionality: For removal sms, put branch name in the beginning of text instead of the usual ‘Do Not Reply’

Areas of Moveware/Companies Affected:

Emails/SMS- Company Specific –Anglo

217346 Email Sent from Diary Action in Removal Diary

Description of Functionality: Moveware has added a cost option combination to the email and print dialogs that allows users to associate the printing of a document or emailing to a cost option. This then only writes the diary action against the cost option concerned. To assign a document or email to appear against all cost option the combination needs to have the has the option” All”.

Additional toggle added to the Removals/Jobs Management Diary for systems that are running diary based resource costing. The toggle is labeled Option Only and appears next to the Documents and Contact toggles at the top of the diary. When selected the toggle will filter the list of diary actions to only display the diary actions linked to the selected cost Option.

Areas of Moveware/Companies Affected: Removal Diary – Company Specific – Harrow Green

Crates

218581 New Email Merge Fields for Crates

Description of Functionality: Two new emails merge fields:

<Crate Resources> – lists all the crate resources assigned to a diary action.<Diary Time> – populates the time of a diary action into an email/sms

Areas of Moveware/Companies Affected:
Crating/Email/SMS – General Release – Clients running Diary Base Resources Costing and Crating Module

Waybills

214019 Re- label Waybill field, add to Email Merge fields list

Description of Functionality: Re- labeled ‘comments’ field on waybill screen to ‘2nd notify’,

• Make consignee, notify and 2nd notify available for use as Email Merge fields

o <Waybill Consignee>
o <Waybill Notify>
o <Waybill Notify 2>

Areas of Moveware/Companies Affected: Emails/SMS- Company Specific – Packimpex

212793 Waybill Gross Kilo’s Email Merge Field

Description of Functionality: Additional Email Merge Fields related to weights seen in the waybill > details tab.

Waybill Net Kegs
Waybill Net lbs.
Waybill Net ACW
Waybill Gross Cut
Waybill Gross M3
Waybill Gross Kegs
Waybill Gross lbs.
Waybill Gross ACW

Description of Use: Ability to merge Waybill Weight and Measurements in Email Templates (report configuration > Email tab).

Areas of Moveware/Companies Affected: Email / Waybill > Details tab- General Release – All Companies

217563 Waybill Email – Attachments List

Description of Functionality: When emailing a report from a waybill screen, users can select the ‘waybill file’ button which will display all files across both the waybill and the removals assigned to the waybill will be available to attach to the email.

Description of Use: Click the yellow ‘attach from folder’ button when emailing a report. This button is only available when the report is printed against a waybill (or a removal that is assigned to a waybill)

Areas of Moveware/Companies Affected: Waybill emails – General Release – All Clients

Employees

207656 Skills Default

Description of Functionality: Automatically create 3 skills for newly created employees

Description of Use: Adds skills OP-0020 and OP-0042 and OP-0000 to all newly created/copied/converted employees for Harrow Green

Areas of Moveware/Companies Affected:

209069 Changes to Employees Details – Skills Change

Description of Functionality: The employee skills section is hidden in the user tab and have created a separate skills tab just for this showing Skills, Description, Trainer, Assessor, Date, Score, Re-assess Date, Comments.

Areas of Moveware/Companies Affected: Employees – Company Specific- Harrow Green

213690 Access to Resources Tab

Description of Functionality: Relocation consultants will now have access to ‘Resources’ tab

Areas of Moveware/Companies Affected: Removals – Company Specific – Packimpex

215740 Adding in another Type into Employee Log

Description of Functionality: Employee Log Screen – Added new category – ‘Damage’

Areas of Moveware/Companies Affected: Employee Logs/Code Management – General Release

218925 Task Diary – Column Sorting

Description of Functionality: Ability to sort by columns selected in the F2 task diary

Areas of Moveware/Companies Affected: Task Diary- General Release- All Clients

Removals

217701 Employee Management Default values

Description of Functionality: Fixed validation for default type on saving a Moveware user.

Description of Use: In Employee Management, when adding or copying a new moveware user, the same default type as the user who is currently creating this new user. When adding a new user, if the user’s assigned branch has a Region code set (Branch management > Details tab), the user’s default destination code will be set to this value.

e.g. SH1’s default type = EX, so if user SH1 creates a new user OR2, OR2 will also have default type of EX upon first save.

Areas of Moveware/Companies Affected: Employee Management- Company Specific – KHZ

Financials

144248 Creditor Purchase – Due Date

Description of Functionality: Automatically set the due date on a creditor purchase as the invoice date plus number of days seen on the purchase terms (if number exists e.g. 30 or 30 days).

Areas of Moveware/Companies Affected: Purchases – Company Specific – Abeles

206608 Invoice & Credit notes – Applying Amounts

Description of Functionality: Added ability to apply credit note directly to invoice from the job invoice popup screen, as long as the credit note amount is less or equal to the amount on the invoice and both items are posted to debtors.

Areas of Moveware/Companies Affected: Purchases – General Release – All Clients

208546 Invoice Update Added Import button

Description of Functionality: Added an import button on invoice update screen, the popup screen will come up to input the file. The file format is Type(SI or SC for invoice or credit note), Debtor Code, GL code, 0, Tax Date, Invoice No(not used for Moveware), Description (removal product), Qty, Rate,Value(inclusive),Tax Code, VAT,1

Areas of Moveware/Companies Affected: Debtor > Invoice Update- Company Specific- Clockwork

210091 Move a Purchase Line from One Removal to Another

Description of Functionality: The ability to change the costing on the purchase even after the purchase has been posted.

There is a red refresh button appearing for purchases that are linked to a removal and already posted. Clicking on the red refresh button should take you to select a different removal plan, and if there are more than one cost options, you would need to select which cost option to link to the purchase. The new cost is then created/updated and old cost deleted/unlinked. In case of different cost centre/branch on cost and purchase, the cost is updated, not the purchase.

Areas of Moveware/Companies Affected: Purchase/Costing- General Release- All Clients

210549 Receipts Interface – Import

Description of Functionality: This module handles exchange variation and inter-currency transactions as we do in receipting screen.

Description of Use: From Receipt Listing screen, click on import button, this will bring up the import screen. From the import screen, choose the csv file to import, and input bank account and pay method details (default to user bank account and Imported pay method), after import and validation, these receipts may be posted to G/L.

Areas of Moveware/Companies Affected: G/L, Debtor Receipts Listing screen – Company Specific – Packimpex

210916 Invoice Posting – Validating Branch/Company close date against invoice date

Description of Functionality: Added the functionality so if the invoice date is earlier than branch/company close date, popup to ask user if to change the invoice date to one day after the close date and post again.

Areas of Moveware/Companies Affected: Invoicing – General Release – Clients with system parameter turned on

211368 Bank Reconciliation Screen Added Additional Check

Description of Functionality: Check in place if ‘Reconcile Account To’ date is older than ‘Last Reconciled Date’, a pop up will appear to notify the user.

Areas of Moveware/Companies Affected: Bank Reconciliation- Company Specific – Abels

211721 Purchase Invoices – Enhancement Change

Description of Functionality: Automatically create invoices to H

Description of Use: When a purchase is raised, it is set to H status It will then appear in the purchase approval screen to be approved

Once approved, users with C group can unhold

Once unhold will appear in purchase update, to be posted and exported

Areas of Moveware/Companies Affected: Purchase Invoices – Company Specific – KHZ

211762 Creditor and Debtor Trial Balance Report – New Filter

Description of Functionality: Filter added on creditor trial balance prior report – user can now filter by “Accounting/Invoice date”

Areas of Moveware/Companies Affected: Reports – Company Specific – Tippet Richard

211796 Debtor/Creditor Lookup change on Removal/Costing screen

Description of Functionality: On removal detail screen, when looking up debtor from billing field, default branch filter to removal branch. On costing when using the creditor lookup, default branch filter to removal branch

Areas of Moveware/Companies Affected: Removal/ Costing screen – Company Specific -KHZ

211991 Creditor Purchases change in Column name

Description of Functionality: In creditor tab under “purchases “a change has been made in the Columns. Column ‘Status’ has been changed to ‘Name’ to display removal name if available

Areas of Moveware/Companies Affected: Purchase Screen –General Release – All Clients

212297 Rates – Currency Default

Description of Functionality: When adding new rates the currency will default to the currency of the debtor (Debtor Management) or creditor (Creditor Management).

Areas of Moveware/Companies Affected:

Rates Management –General Release – All Clients

212433 Bank Reconciliation Screen – New Column

Description of Functionality: Added Journal Status Column and filter to Bank Reconciliation Module. By default this will default to only show updated Journals -status U – however a user can also search for not updated journals by changing the status to N

Areas of Moveware/Companies Affected:

Bank Reconciliation –General Release – All Clients

212627 Journal Import – Additional Validation

Description of Functionality: A check has been added to ensure that unbalance journals cannot be imported into Moveware database.

Areas of Moveware/Companies Affected: General Ledger Journals –General Release – All Clients

212682 Unallocated – Receipts (Cancelled Jobs)

Description of Functionality: If a removal is cancelled a check is run to check if there are receipts applied to the cost option/ invoice. An error message will pop up prompting the user to cancel the cost option/invoice before cancelling the removal

Once these are cancelled, the user can then cancel the removal and unlink the receipts to the removal (If the system parameter ‘Allow Cancel of Jobs with Receipts Applied’ is turned on), or not allow cancelling of the removal if the system parameter is turned off.

Areas of Moveware/Companies Affected:

Removal Management/ Financials –General Release – All Clients

212858 Purchase Import added to the Purchase Update Screen

Description of Functionality: Moveware have incorporated the purchase import procedure into the purchase update screen the purchase import menu is now redundant.

Areas of Moveware/Companies Affected: Purchase Update Screen –General Release – All Clients

212916 Creditor Interface – Approval Process

Description of Functionality: A new posting status has been incorporated into the purchase posting process – Status “A”

Purchases will start at status “N” updated to status “A” upon posting. (Previously updated directly to status “U”) On purchase update, only status A purchases will now appear on the screen instead of ‘N’

Areas of Moveware/Companies Affected: Creditors/ Purchases/ Purchase Update- Company Specific – Packimpex & Grospiron

This is designed for clients exporting creditor purchases into a third party accounts package

213124 Accrual Report Updated to include Combined Invoices

Description of Functionality: Modified the accruals report to also show records from combined invoices.

Areas of Moveware/Companies Affected:

Financials/ Reports- General Release – All Clients

213308 Restricted Ability to Amend Dates on Transactions

Description of Functionality: From Debtor and Creditor inquiry screen, the calendar button will not edit the selected transaction’s date if the journal has either been processed to bank, been reconciled or if the date of the journal falls in branch close date.

Areas of Moveware/Companies Affected:

Financials- General Release – All Clients

213503 Creditor Management – Payment Group field

Description of Functionality: Increased Payment Group display field on Creditor Management screen to allow for up to 50 characters.

Description of Use: Payment Groups in Creditor Management are used to filter records on the Creditor Payment Batch screen. Previously if the code was greater than 15 characters it would not display records when the payment group filter was used.

Areas of Moveware/Companies Affected: Payment Batch – General Release – All Clients

214247 Invoice/Purchase Update – Show Full Error Message Details

Description of Functionality: An error message lookup button has been added to the invoice and purchase update screens (a red binocular icon). Allowing users to see the full error message if the length of information was greater than what can be seen in the ‘Error’ column

Areas of Moveware/Companies Affected: Invoice and Purchase Update– General Release – All Clients

214418 Creditor Purchases – Updated Behavior on Removal Plan Containing Multiple Cost Options

Description of Functionality: When allocating a removal number directly into a purchase line the standard popup for choosing cost options will be triggered if the removal contains multiple cost options with the same creditor product or there are no creditor products on all the cost options, then will come up otherwise automatically pick the cost option for user.

Areas of Moveware/Companies Affected: Creditor– General Release – All Clients

214544 Purchase Date Validation

Description of Functionality: When checking for invoice date on the save of purchase order/invoice, Moveware will now validate dates accordingly to whether it is a PO or an Invoice

Areas of Moveware/Companies Affected:

Creditor / Purchase Orders/ Invoice – General Release – All Clients

214886 Electronic Payment – Removal of Spaces in Tax File Numbers exported to empdupe file

Description of Functionality: Remove spaces in the tax file number before creating empdup file for electronic pay summary. Also added validation to the TFN field in the employee pay setup screen so that it does not allow spaces in the field.

Areas of Moveware/Companies Affected: Employee Management/ Electronic Pay Summary- General Release- All Clients

214932 Cost Option Comments Change to Flow Through from Debtor Comments

Description of Functionality: When a cost option is created the debtor comment is automatically written to cost option comment

When debtor is updated on the cost option, the new debtor comment is written to cost option comments. On the invoice, the lookup button should show cost option comment, if combined then shows all the cost option comment separated by dotted line.On posting to status A the same lookup is performed. The lookups in invoice is display only, no editing allowed

Areas of Moveware/Companies Affected: Debtor/ Invoicing – Company Specific- Packimpex

214937 Cancelling Jobs Containing Transactions

Description of Functionality: Added System Parameter ‘Allow Cancellation of jobs with transactions’ so users can control whether removals can be set to C or L successfully with receipts applied.

Areas of Moveware/Companies Affected: Removals/ System Parameters- General Release – All Clients

214942 Van Line Clearing Account Changes

Description of Functionality: Changed how the van line clearing debtors/accounts work

Description of Use:

Limit 1 debtor to 1 van line clearing account
In Debtor Management we don’t show balances of the van line clearing accounts/debtors
Same as 2 for the trial balance and trial balance prior reports.
When we have a DI transaction to a non-van line debtor but it has a line to the van lone please we make sure this appears in the Van Line Write-off screen and also on the Van Line Clearing report. Same for CI transactions
In the Van Line clearing import remove the Debtor code from the imported columns consistent with trying to keep these outside normal trade debtors and to keep it simple.

Areas of Moveware/Companies Affected: Debtors – Company Specific – Matco

214998 Editing of Purchase Order invoice

Description of Functionality: Users are now unable to edit/add/delete invoice lines from purchase orders of status ‘A’

Areas of Moveware/Companies Affected: Purchase Order- Company Specific – Packimpex

215047 Electronic Banking – Account field Size

Description of Functionality: The account field size had changed to ensure the correct numbers are entered.

GB -account should be 8 digits, show in red if not 8
AU- account should be 9 digits, show in red if not 9

Areas of Moveware/Companies Affected: Financials- General Release- All Clients

215064 Creditor Purchases: Mandatory field

Description of Functionality: Validate approver upon creation of a Purchase Invoice

Areas of Moveware/Companies Affected: Creditor Purchases – Company Specific – Packimpex

215659 Combined Invoicing – Change in Job Reference

Description of Functionality: On combined invoices, if there are multiple cost options from the same job, then the job reference only appears once on the invoice line.

Areas of Moveware/Companies Affected: Combined Invoice – Company Specific- Packimpex

215867 Fix to DR Trial balance report Error

Description of Functionality: Resolved a ‘**No GL A/L account record is available (91) ‘error message on the debtor trail balance report (g/l account not avail) that appears when run.

Areas of Moveware/Companies Affected: General Ledger – General Release- All Clients

215901 Purchase Orders Bug Fix

Description of Functionality: Corrected issue upon adding a new purchase so when adding new detail lines it does revert back to the recently selected Purchase.

Areas of Moveware/Companies Affected: Purchase Orders – General Release- All Clients

216818 Cheque Print and Remittance Advice – New Report Filter

Description of Functionality: Filter ‘Transaction Type’ added to Cheque Print and Remittance Reports

Description of Use: To enable report filtering by Transaction Type or Source, e.g. QP or CP

Areas of Moveware/Companies Affected: Reports – General Release- All Clients

216826 Purchase orders in the waybill costing screen

Description of Functionality: Added a button on waybill costing to look up purchases and POs

Areas of Moveware/Companies Affected: Waybills – General Release- All Clients

216893 Bank Reconcile Screen Change

Description of Functionality: The refresh buttons have been disabled until user commences with reconciliation, otherwise use of the button will pull in transactions which aren’t in the list for the current account.

Areas of Moveware/Companies Affected: Bank Reconciliation Screen – General Release- All Clients

217118 Actual Costing’s

Description of Functionality: All costing figures will not be rounded up or down

Areas of Moveware/Companies Affected: Costing’s -Company Specific – Packimpex

217236 CRM status ‘Won’ (Anglo)

Description of Functionality: New status ‘Won’ has been added; it will function similarly to statues “Prospect”

Areas of Moveware/Companies Affected: CRM- Company Specific – Anglo

217412 Purchase Orders – Description

Description of Functionality: When a Purchase Order is raised to an invoice, the description on the Purchase Order will automatically be shown in the invoice description

Areas of Moveware/Companies Affected: Purchase Orders- Company Specific – Harrow Green

217779 Contact Details Lookup- Task & Appointments Pop up

Description of Functionality: Added a ‘Contact Details’ button next to the contact field which brings up the details of the contact assigned to the task (if a task exists).

Areas of Moveware/Companies Affected: Diary Task Popup- General Release – All Clients

217780 Creditor Purchases – Currency exchange rate upon change of invoice date

Description of Functionality: Find exchange rate when the date is changed on the creditor purchase.

Description of Use: On the change of the accounting date in Purchases, Moveware 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 Purchases- General Release – All Clients

218042 Invoice – Pop Ups

Description of Use: New comment button on invoice allows users to view Debtor Comments on Invoice Tab. The comments are displayed in a Pop up as the user posts the Invoice.

Areas of Moveware/Companies Affected: Removals Invoicing- Company Specific – Abels

218060 Combined Invoices – Additional Check Added

Description of Functionality: A check has been added in combined invoicing, once it has been created for a cost option, it will not allow the user to create the same combined invoice again

Areas of Moveware/Companies Affected: Combined Invoices- General Release- All Clients

218170 Extra Purchase Status Added

Description of Functionality: Added a new button next to the invoice status (‘Dispute’) to allow users to put invoices on status ‘D’ for dispute

Areas of Moveware/Companies Affected: Creditor Purchase Company Specific – KHZ

218176 Debtor Inquiry

Description of Functionality: If the invoice order and file fields are updated after the invoice has been posted to debtors, those fields will now update the corresponding journal transactions. This will reflect correctly on the debtor inquiry screen.

Areas of Moveware/Companies Affected: Debtors- General Release- All Clients

218202 Fix to Debtor and Creditor Apply Screen

Description of Functionality: The apply screen only allow one positive to multiple negative transactions or one negative to multiple positive transactions. However if the user manually types in value they can make this multiple negative to multiple positive transactions. Moveware now disallows manual entry of amounts to the applied column.

Areas of Moveware/Companies Affected: Debtors/ Creditor – General Release- All Clients

218316 Job Type Creator change

Description of Functionality: Validation added on JTC to ensure the value entered in the ‘Date’ field is not in the past

Areas of Moveware/Companies Affected: Job Type Creator – Company Specific- Harrow Green

218317 Sales – Cost Invoicing

Description of Functionality: Added a check for combined invoice to not update branch/cc of charge lines to the branch/cc seen in the invoice header

Areas of Moveware/Companies Affected: Task Diary/Reminder Pop up – Company Specific – Johnsons

218777 Ability to Reverse Payments and Transactions without voiding the Journal

Description of Functionality: Added an unapply button to G/L Receipt Details screen. If a receipt is selected, it can be unapplied from the invoice. Also from the journal screen, if a receipt is selected, it can be unapplied from all the invoices.

Areas of Moveware/Companies Affected: Journal/ Reverse Payments- General Release – All Clients

218792 Change CRM Follow Ups

Description of Functionality: In diary task, if follow up is ticked user can input date and time and toggle to include/exclude details section in follow up diary. Also completed toggle is automatically ticked so old diary is completed and new diary is created.

Areas of Moveware/Companies Affected: CRM- Company Specific – Johnsons

218812 Change in Security Settings for Customer records

Description of Functionality: Change to security settings, therefore if a user does not have security group 4 access, they are unable to modify the following fields

customer type
customer group
telemarketing
referral

Areas of Moveware/Companies Affected: Security – Company Specific- Johnsons

218919 Accrual Report Update

Description of Functionality: Following Accrual Reports will now evaluate costing lines that have blank cost center values against them:

Accruals by Creditor
Accruals by GL code
Accruals by GL Code by Invoice Date
– Accruals by Product

Previously client’s using the Create Accruals button in the Journal Screen may have notice a discrepancy in value between the report and the accrual journal created if there were costing lines in the system with blank branch values. The journal value is the correct value in the above case.

Areas of Moveware/Companies Affected: Reports/ General Ledger > Journals > Create Accruals- General Release – All Clients

218386 Creditor Security

Description of Functionality: Employee Security Group ‘C’ reduced to only allow access to creditors but not modify them. The ability to edit creditors requires Security group ‘2’.

Areas of Moveware/Companies Affected: Creditor- Company Specific- Grospiron

218498 Facility to Reverse Purchase Order & Invoice Allocation

Description of Functionality: Ability to reinstate a PO if incorrectly linked to a Purchase Invoice

Description of Use: When Cancelling a Purchase Invoice the user will be prompted if they would like to reinstate the PO that has been selected/linked to the Purchase Invoice. When Un-cancelling a previously cancelled Purchase Invoice the PO list will populate again where the user will have the opportunity to link to another PO.

Areas of Moveware/Companies Affected: Purchase/Purchase Orders- Company Specific – Johnsons Only

218805 Users unable to update CRM

Description of Functionality: On CRM details, if a user doesn’t have security group 7, comments field is disabled. On profile screen added new fields ‘marketing’, ‘logo’ and also have made changes so field s ‘comments’, ‘marketing’ and ‘logo’ will flow back to customer details screen.

Areas of Moveware/Companies Affected: CRM- Company Specific- Anglo

219278 Creditor Payments – New Transaction Lookup

Description of Functionality: In Creditor payments, there is now a button that will show the user transactions for each payment. Works the same way as seen in Debtor’s invoicing screen.

Description of Use: Press the button on the side of the payments details. This will bring up the dialog.

Areas of Moveware/Companies Affected: Creditor payments- General Release- All Clients

Removals

216780 Combined Invoice from Cost Options change

Description of Functionality: When creating combined invoice from cost options that comes from the same removal plan, it will auto-populate the ‘from’ & ‘To’ fields with the address details of this removal plan.

Areas of Moveware/Companies Affected: Cost Invoicing (b-costinvoicing.w) – General Release – All Clients

Storage

214148 Create a Purchase Invoice Related to Multiple Storage Files

Description of Functionality: Renamed column ‘RP/WB’ to ‘Ref’ to include storage references as well

Added a fill in box for storage next to removal and waybill, when double clicked, first select the creditor product then the storage, a new purchase line linked to this storage will be created. Alternatively a user can manually type in the storage reference on the purchase line into the ref field.

Areas of Moveware/Companies Affected: Storage/ Financials -General Release – All Clients

217930 Storage Debtor Change Tax Check

Description of Functionality: When the debtor is reselected on storage file (needs to be the same debtor), a new check will check what tax needs to be updated. Previously tax check only ran when debtor was changed to another debtor.

Areas of Moveware/Companies Affected: Storage/ Financials -General Release – All Clients

Inventory

204210 Fleet Management – New features

Description of Functionality: Added New feature

Under Operations > Fleet, added + buttons to add records for service dates, rego due date, odo date and RFL date.
A folder icon on fleet management browser, which can be used to open files attached to the inventory.
On Operational diary, the bottom right browser will display vehicle date and defect records, also displays the reminder for when the next service or rego is due.

Description of Use:

This is setup in codes management of type ‘vehicle service’. When clicking on the + button a new record for the dates are added, and date on screen is updated. This will write to event log and also add a reminder for the employee who has notify set up as ‘service’ or ‘rego’ (notify change of next service date and rego due date) if the date is within 7 days.

Those records can be accessed from the history tab, and can be edited using the edit button. By editing the last record (the one that holds the date of the detail screen) it will also update the date on the details screen, write an event log and a reminder in the Same manner.

The + button on the history tab allows users to add new records, which include all dates plus ‘defect’. Most Clients will not have defect tab anymore in fleet management
A user can also setup auto populate the next service date from the last service date. In codes management, type ‘Vehicle service’, code ‘service’, into the comment field enters Branch, followed by ‘:’, followed by either ‘W’ ‘M’ or ‘Y (Week, Month Year) followed by number. e.g. ‘SHE: W8’ sets the next service date to be 8 weeks ahead of last service Date. When adding a new service date record, if this is setup, then the next service date will automatically populate in the popup window, and this can be manually adjusted.
When add a new date, if the date already exists, then will not be added, comes up as error date already exists, if add a date in the past, it does not update the inventory date, only add as a history date in history, except for next service date which would still show. Added a complete function on the popup window, so user can compete the date and will not show in diary/history

Areas of Moveware/Companies Affected: Fleet management- General Release – All Clients

210606 Crates Lookup – Branch

Description of Functionality: When adding crates from job diary, the look up will only show for crates where display branch matches user branch or display branch is blank

Areas of Moveware/Companies Affected: Crates- General Release – All Clients

216801 Fleet Management – Attachments for Vehicles

Description of Functionality: Added a paper clip icon to the fleet screen which allows user to attach files to the selected vehicle. The folder icon can be used to open those attachments.

Areas of Moveware/Companies Affected: Fleet Management- General Release – All Clients

217401 Operations – Fleet – Next Service Date

Description of Functionality: If service on vehicle is overdue, this will still show in the operational diary (in the bottom right section), unless it is set to completed

Areas of Moveware/Companies Affected: Operations/ Fleet – Company Specific – Harrow Green

218285 Operations – Fleet – Add RFL Due Date to columns in search table

Description of Functionality: In Fleet Management Screen, added a toggle to MOT Due to display MOT Due or RFL Due

Areas of Moveware/Companies Affected: Operations/ Fleet – Company Specific – Harrow Green

218771 Storage Inventory – Restrict the ability to select a container if there is already customers

Description of Functionality: Change made to storage location ADD button. The inventory lookup will check only storages that have date out as blank or in the future, so if date out is in the past the container should be considered free. An error message will pop up if the container is used on another storage account.

Areas of Moveware/Companies Affected: Storage /Locations Screen- Company specific- Grospiron

217770 Inventory Rates – Validation

Description of Functionality: On inventory rates screens, added additional check for time column to ensure it must be an integer

Areas of Moveware/Companies Affected: All Inventory rates table – General Release – All Clients

Movesurvey

206594 Notes Page Changes

Description of Functionality: Modified some labels in the Notes page to better reflect the data being displayed:

Renamed Competitors to Refer To
Renamed Items to Competitors
Items will not be shown at all

Description of Use: Open the Notes page on a job

Areas of Moveware/Companies Affected: Movesurvery 2 – Company Specific- PSS

212577 Review – Date Issue

Description of Functionality: Resolved a date error on the Review page

Areas of Moveware/Companies Affected: Movesurvey 2 – General Release- All Clients

212929 Validate License Key

Description of Functionality: Resolved an issue where the program would continually ask the user to validate, or repeatedly try to validate the software when the user opened the program.

Areas of Moveware/Companies Affected: Movesurvey 2 – General Release- All Clients

212930 Syncing Details

Description of Functionality: Resolved issue where Resources and Credit Card details weren’t syncing correctly.

Areas of Moveware/Companies Affected: Movesurvey 2 – General Release- All Clients

212935 Resources Page – Add Sell Price Field

Description of Functionality: Added sell price column to the Resources page

Areas of Moveware/Companies Affected: Movesurvey 2 – General Release- All Clients

212936 Details > Est Move Popup

Description of Functionality: Clicking on a date field which will pop up a calendar picker should not return an incorrect date.

Areas of Moveware/Companies Affected: Movesurvey 2 – General Release- All Clients

213651 Review > Description sizes

Description of Functionality: Resolved issue where review page would cut off descriptions or not resize the row correctly if the description of the review question was too long.

Areas of Moveware/Companies Affected:

Moveweb

215879 Movequote – New Validations

Description of Functionality: Added a web display code ‘MQPaymentPayeeCompany’, when used can turn on and off the validation for the company field when company is selected as payee.

Added the ability to set default branch for each web inventory, so when the branch is set, We hide the nearest branch and just use the default branch. Please create a support log if you wish for these features to be added to your movequotes.

Areas of Moveware/Companies Affected: Movequote- General Release- Available to all Clients

216994 Web enquiry – Uplift Date Enhancement

Description of Functionality: New system Parameter on the Interface tab: ‘Do not create diary actions for Movequote Import’

The Accepted values are:

Y – Does not create any diary actions
N – Creates all relevant diary actions (Default)
U – Does not create Uplift diary actions, but creates all others
D- Does not create Delivery diary actions, but creates all others

This in turn stops all relevant removal dates from being set.

Areas of Moveware/Companies Affected: MoveQuote – General Release- Available to all Clients

218370 MoveQuote – Nearest Branch – Branch Name

Description of Functionality: Increased size of Web Name field on Branch Setup tab (Administration > Moveware Setup > Branches) to allow up to 500 characters.

Description of Use: The “Web Name’ field can be used to generate list for ‘Nearest Branch’ field on MoveQuote site.

If this field is left blank, default value is branch name field. All branches will be displayed in ‘Nearest Branch’ field.
If this field is not blank, only branches with this field filled in will appear in the ‘Nearest branch’ list on MoveQuote.

Areas of Moveware/Companies Affected: Branch Management/ MoveQuote- General Release- All Clients

Removals

213092 Non Operational Diary Actions

Description of Functionality: Added system parameter ‘update non ops actions to update uplift, pack, unpack’, so these key actions dates will update the dates on the removal details screen. Previously only operational diary actions were able to update the dates in removals details.

Areas of Moveware/Companies Affected: Removals Diary- General Release- All Clients

209878 Port of Entry in Job Type Creator

Description of Functionality: If the service type is changed in removal details then the job type creator now has the Port of Entry refreshed based on the POE for that service type

Areas of Moveware/Companies Affected: Job Type Creator in Removal Costing screen- General Release- All Clients

210759 Type of Goods Entered on Won jobs

Description of Functionality: Added validation to check that the description of goods in the export tab of removals management is not blank when saving or adding a Won export job.

Description of Use: When a user saves a Won job that is EXP, the system will check the ‘Goods’ field in the corresponding EXP tab. If this is empty, it will prompt the user to enter the goods which will populate this field. If the user enters a blank value an error will pop-up and the user will not be able to continue. If the user opts to cancel, no changes will be saved on the removal.

Areas of Moveware/Companies Affected: Removals- Company Specific- Anglo & PSS

211511 Bill To Field – Cost Options

Description of Functionality: When cost option debtor is changed, it will update the invoice debtor accordingly.

Areas of Moveware/Companies Affected: Debtor/ Cost options – General Release- All Clients

214876 CRM field icon in Removals

Description of Functionality: When clicking on the corporate lookup in Removals Details screen, show only the customer details, contacts and history tabs and make them all read-only.

Areas of Moveware/Companies Affected: Customer lookup- Company Specific- Harrow Green

211579 Purchases > Domestic type lookup

Description of Functionality: Change to not validate Cost Centre on purchase header for Domestic type jobs

Areas of Moveware/Companies Affected: Purchases- Company specific- KHZ

211901 Removal Product Minimum Rates

Description of Functionality: Change to the Costing’s. If a sell rate is present moveware will not calculate sell price based on min/max est cost and profit Margin.

Areas of Moveware/Companies Affected: Costing’s / Removals- General Release- All Clients

212062 Removals Shipping Status “S”

Description of Functionality: When shipping status on the removal changes to S, a reminder is sent to the user who is setup in employee notify as ‘New Storage’.

Areas of Moveware/Companies Affected: Removals/ Shipping – Company Specific – Excess

212202 Missing Entries in Destination Summary

Description of Functionality: Added the ability to view jobs with no Uplift Date

Areas of Moveware/Companies Affected: Destination Summary – Company Specific – Packimpex

212226 Insurance Pop Up Change in Removals

Description of Functionality: Default upon creating a removal plan the insurance branch boxes to removal branch

Areas of Moveware/Companies Affected: Removals – Company Specific – Elliott’s

212247 Costing Tab Not Refreshing Removal Service

Description of Functionality: Modified the refresh so that if the removal service was modified it will pull though on the cost option and will be used in the calculations

Areas of Moveware/Companies Affected: Removal >Costing- General Release- All Clients

212817 Destination Summary – Week field

Description of Functionality: Change to make the week field editable and a manually entered field on destination summary screen

Areas of Moveware/Companies Affected: Destination Summary – Company Specific – Packimpex

213190 Removal ‘Confidential To’ flag

Description of Functionality: Removed the ‘confidential to’ pop-up alert when removal plan is selected

Areas of Moveware/Companies Affected: Removals – Company Specific- Matco

213276 Costing Header Volume Change

Description of Functionality: When the volume on the costing header is modified, it will also re-price the cost lines

Areas of Moveware/Companies Affected: Costings- Company Specific – KHZ

213465 Rates – Calculation Type ‘IT’

Description of Functionality: The max and min values for costs price now work for rates with calc type of ‘IT’

Areas of Moveware/Companies Affected: Rates- Company Specific- Matco

213469 Security Lock on Jobs – Details – Inquiry field

Description of Functionality: Disable inquiry field once a job is added if user’s security group is not X

Areas of Moveware/Companies Affected: Job Details – Company Specific- Harrow Green

213622 File Number Validation

Description of Functionality: For IH jobs, if status is W then file number must be entered

Areas of Moveware/Companies Affected: Removals- Company Specific- Matco

211249 Removal Validation – Account Manager / Occupation

Description of Functionality: On jobs of type ‘EXB’, do not validate account manager and occupation upon saving.

Areas of Moveware/Companies Affected: Removals – Company Specific – PSS

218366 Vehicles Inventory Setup – new field ‘Supplier’

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.

Areas of Moveware/Companies Affected: Removals/Costing- Company Specific- Grospiron

218961 Quick Entry, user’s able to save without a Removal Type

Description of Functionality: Now added validation to ‘Type’ field in Quick Entry to ensure a type is always entered.

Areas of Moveware/Companies Affected: Quick Entry- General Release- All Clients

219341 Job Type Creator – Calendar look up in Date field

Description of Functionality: Changed on JTC so the date format is in ‘ / / ‘. Also a calendar lookup is added to the field.

Areas of Moveware/Companies Affected: Job Type Creator- Company Specific- Harrow Green

219652 Destination Summary Change – Additional Column for Delivery Week

Description of Functionality: Destination Summary – Added additional ‘Week’ column to depict the week number of the delivery date.

Areas of Moveware/Companies Affected: Destination Summary- Company Specific- Packimpex

219654 Removal Sales rep field Validation

Description of Functionality: Added sales rep validation for instances where the user types into the sales rep field an invalid value as compared to using the sales rep lookup.

Areas of Moveware/Companies Affected: Removals Management- General Release- All Clients

214013 Weights & Volume in IMP/EXP tab

Description of Functionality: In export and import tab, if the ‘auto calc’ button is disabled, will calculate volume or weight when entered. For example if net meter is entered, then only net feet is changed, actual weight is also recalculated

Description of Use:

when net meter changed, net feet is updated, net acw updated
when net feet changed, net meter is updated, net acw updated
when net kg is changed, net lb. is updated, net acw updated
when net lb. changed, net kg updated, acw updated
when gross meter changed, gross feet updated, gross acw updated
when gross feet changed, gross meter updated, gross acw updated
when gross kg changed, gross lb. updated, gross acw updated
when gross lb. changed, gross kg updated, gross acw updated
when reciprocity meter changed, reciprocity feet updated, reciprocity acw updated
when reciprocity feet changed, reciprocity meter updated, reciprocity acw updated
when reciprocity kg changed, reciprocity lb. updated, reciprocity acw updated
when reciprocity lb. updated, reciprocity kg updated, reciprocity acw updated

Areas of Moveware/Companies Affected: Removals- Company Specific – Packimpex

214029 Booked Cost Option Volume to Update Volume in Details Page

Description of Functionality: When a job is won/booked, the removal weight and volume is updated to the values of the weight and volume of the cost option the user has selected as booked (W).

214483 Rates Management – Fix in Browser Issue

Description of Functionality: When a new rate is added, the rates management browser now repositions on the newly created rate correctly.

Areas of Moveware/Companies Affected: Rates Management- General Release- All Clients

214539 Agent Instructions – Details Page Third Party Moves

Description of Functionality:

Display origin agent instructions in the export tab of removals
Change ‘exclusions’ to ‘freight carrier instructions’
Update new relabeled field to show a lookup of agent instructions instead of exclusions.

Areas of Moveware/Companies Affected: Removals- Company Specific- Packimpex

214564 Update Address on Unposted Invoices linked to Debtor

Description of Functionality: When a customer’s address is updated, prompt will ask user whether the address of any unposted invoices linked to the debtor should be updated as well.

Areas of Moveware/Companies Affected: Debtors- Company Specific- KHZ

214772 Bug Fix – Issues with users not being able to see the alerts that they have setup

Description of Functionality: Corrected an issue where if user’s use the removal filters and only one records is displayed from the search results, any alerts linked to the highlighted removal plan like ‘confidential to’ does not appear.

Areas of Moveware/Companies Affected: Removals- General Release- All Clients

214813 Pack Type field for Cost Center BD

Description of Functionality: If the removal cost center is BD, rename label ‘pack type’ to ‘Sq. Ft’

Areas of Moveware/Companies Affected: Removals/ Details – Company Specific- Harrow Green

214872 Order Number – Updating Invoice Details

Description of Functionality: Added a refresh button next to Order field on invoice screen to update its value from removals details screen

Areas of Moveware/Companies Affected: Invoicing- General Release- Packimpex

214903 Costing Approval Security Development

Description of Functionality: Added ability to prevent cost option approval based on sell price exceeding employee costing approval limit and also if cost option margin less than system limit.

Description of Use:

Added system parameter ‘Enable Costing Approval’ which when enabled, a field called ‘Costing Approval Value’ will appear on each moveware user’s employee details page. When an user tries to approve/lock a cost option, he/she will only be able to lock cost options with sell price less or equal to the ‘costing approval value’ set in employee management.
Added system parameter ‘Minimum Cost Margin (%)’ which when a number (positive or negative) is entered, a user will not be able to approve a cost option with a cost margin less than this number.

Users with security group ‘2’ will be able to bypass the above validations.

Areas of Moveware/Companies Affected: Costing- General Release- All Clients

215395 Changes to Claims Screen

Description of Functionality:

The claims screen will now display how many days the claim has been open
The resolved field will now change to Y automatically when date is entered
In claim detail a lookup is added to resolved column and Resolved field size is increased to 4 characters

Areas of Moveware/Companies Affected: Removals >Claims –Company Specific- Matco

215668 Re-price and Update Cost Option

Description of Functionality: Added functionality for users to be able to select which values to update and re price in the Cost Option. When the Re price button is selected in the Cost Option header the user will be prompted with a dialog that gives them two options to choose from:

Re-price Only and Update Selected Value(s) from Removal/Job details. These options are described below.

Description of Use:

Reprise Only – This will only reprice the cost option, meaning that no information in the cost option will be updated from the Removal/Job details. Rates will be re-found to make sure the latest rate is used for the cost.
Updated Selected Value(s) from Removal/Job and Reprice – This will update the Cost Option with the Removal/Job details selected in the selection list displayed in the dialog. The Cost Option will only update the information from the Removal/Job based on what is selected in the selection list. Also only the costs associated with the details selected in the selection list will be repriced (eg if Volume is selected then only costs with volume related calculation types will be repriced). To select all the values to update and reprice users can use the Select All button.

Areas of Moveware/Companies Affected: Removals> Cost Options – General Release- All Clients

215776 Booked Cost Option Data Updating Removals

Description of Functionality: When a job is won, the selected cost option will populate the removal with the following info:

Volume
Destination (code and name)
Destination port (code and name)
Move type (to door etc.)
Service code (FCL20 etc.)

In addition, when the shipment status is updated to R, the cost selector will also popup, where user can pick the active cost option, and have all other cost options cancelled, and the active cost option should populate the removal with info

Volume
Destination (code and name)
Destination port (code and name)
Move type (to door etc.)
Service code (FCL20 etc.)

Areas of Moveware/Companies Affected: Removals – Company Specific- Anglo

215835 Shipped Status

Description of Functionality: When shipped status changes to R on cash accounts, added the following validations:

If the total exceeds the o/s limit, and only users with group X, Z, A can change the status
There should not be any un-posted invoices / credit notes or costing,
There should not be any unallocated credit notes and invoices

Areas of Moveware/Companies Affected: Removals / Statues – Company Specific – Excess

215936 Cancelations of cost option

Description of Functionality: Moveware added a change to prevents a cost option from being set as cancelled OR deleted if the cost option contains costing lines that are linked to a purchase order.

Areas of Moveware/Companies Affected: Removals Costing- Company Specific- Anglo Pacific

215976 System Parameter – Validate Uplift Date

Description of Functionality: Modified the ‘Validate Uplift Date’ system parameter so that it now validates based on removal status.

Description of Use:

Use ‘W’ on the system parameter so that it only validates uplift date for jobs with status ‘W’ (or greater).

Use ‘P’ so that the system only validates uplift date for jobs of status ‘P’ or greater (i.e. ‘W’ as well).

Use ‘N’ so it does not validate at all.

Use ‘Y’ so that it validates the uplift date for jobs of status ‘P’ or ‘W’ (this is how it currently works so have not changed it).

Areas of Moveware/Companies Affected: Removals Management- Genera Release- All Clients

215980 Lot No Field

Description of Functionality: Added ‘Lot No’ field in Removal details tab.

Areas of Moveware/Companies Affected: Removal/Details – Company Specific- Matco

216514 Removal Claims – Screen Updated

Description of Functionality: Updated the Removal Claims tab with new fields

Areas of Moveware/Companies Affected: Removal Claims- Company Specific- Packimpex

216531 International / Rate Requests / Port Change

Description of Functionality: In rate requests, when changing the service the system checks to see if the port should change depending on the service type. If there is no port, then the port remains what was already present on the screen.

Description of Use: Add a new rate request, or modify the country codes of an existing rate request. Ensure the port is set and then change the service. The port should either change to the correct port for that service type or remain unchanged.

Areas of Moveware/Companies Affected: Rate requests management- General Release- All Clients

216616 Bug Fix- Missing Removals due to Type Field Going Blank

Description of Functionality: Corrected an instance where if a removal is unsaved, switching to a different tab clears out the type field – causing the removal plan to disappear.

Areas of Moveware/Companies Affected: Removals- General Release- All Clients

216849 Limit Number of Text in Cost Option Details

Description of Functionality: In cost center management screen, new field ‘Cost option Limit’ which allows users to set the maximum number of characters allowed in cost option details.

Areas of Moveware/Companies Affected: Cost Centre – Company Specific- Anglo

216887 Invoice Update on Removals

Description of Functionality: If the removal plan is changed on the invoice, a change has been made to ensure the invoice detail links are also updated so they are not still joined to the previous removal plan. Does not apply to combined invoices and waybills as expected.

Areas of Moveware/Companies Affected: Removals/ invoices – General Release- All Clients

217016 Destination Summary Issue – Invoice

Description of Functionality: When a User is in the Removals Management screen then navigates to the destination summary screen and selects a different removal then the removal they were working on in removal management and then prints the invoice, when the user then returns to the original removal screen and tries to generate another invoice, the invoice printed is the previously generated one, then the one produced from the destination summary screen. We have corrected this.

Areas of Moveware/Companies Affected: Removals/ invoices – General Release- All Clients

217033 Added Validation for Debtor Against Invoice

Description of Functionality: Added a validation on the invoice for ‘bill to’ field – if debtor code already set on the invoice then ‘Bill To’ cannot be blank when statues is W

Areas of Moveware/Companies Affected: Debtors- Company Specific- Abels

217211 Set Custom Density Value Depending on Country

Description of Functionality: In codes management, for country type, users now can put in the density factor for each country. When a removal/rate request is created, the system will look up the country(origin code for IM, dust code for everything else) and use this density value if it is not 0, otherwise the branch density is used.

Areas of Moveware/Companies Affected: Codes Management- General Release- All Clients

217244 Multiple Waybills Diary Actions Displayed

Description of Functionality: Removals/Job Diary now displays the diary actions of each of the waybills/manifests that the removal/job is assigned to. Previously only the diary actions from the first waybill/manifest that the removal/job was assigned would be displayed.

Areas of Moveware/Companies Affected: Removal Diary- General Release- All Clients

217349 Bug Fix- Removals Packing Material

Description of Functionality: Packing will now calculate correctly on jobs with multiple cost options.

Description of Use: In Removals on a job with multiple cost options and packing assigned to both options, go to the Resources tab, and then switch back to the Costing tab. The cost lines for packing materials will be now totaling correctly. This issue only occurred to companies with very specific system parameters around diary costing, cost options by destination and certain creditor product configurations.

Areas of Moveware/Companies Affected: Removals- Company Specific- Johnsons

217391 Removal / Import Tab “Storage From” Modification

Description of Functionality: The ‘storage’ from’ date on the removal import screen will now be set from waybill ETA date:

7 days after eta for BAG, LCL and GRP
3 days after for all other

Areas of Moveware/Companies Affected: Removals – Company Specific – Transworld

217408 Surveyor field will not be carried over when linking/copying files from DSP to moving

Description of Functionality: When copying a DSP/DSI job to another type, reset the surveyor field to blank.

Description of Use: Run a copy on a DSP job, change the type to something other than DSP or DSI, and save the job. The surveyor field should be cleared.

Areas of Moveware/Companies Affected: Removals – Company Specific- Packimpex

217422 Net Gross % – Factor

Description of Functionality: Use factor 5000 instead of 6000 if the job type is EXB.

Areas of Moveware/Companies Affected: Removals- Company Specific- King and Wilson

217442 Daily Diary – Resources

Description of Functionality: In the operational diary screen, resources hours will not include hours from the resource template itself

Areas of Moveware/Companies Affected: Removals- Company Specific- Harrow Green

217443 Add Archive Number Sequence

Description of Functionality: New Archive number, number sequence set in Company Setup. System automatically assigns an archive number when job is set to complete. Archive number displayed in Removals Details Page in Details section.

Areas of Moveware/Companies Affected: Removals- Company Specific- Grospiron Only

217525 Rate Request Changes

Description of Functionality:

Rate request for Grospiron:

i.e. Agent From will always be Grospiron.

Agent To – will be who they will be quoting.

1. Debtor in the Cost Option to set from Debtor linked to the Agent selected in the Agent To Field.

2. Email Setting Merge field will need to look at the Agent To

3. Origin and Destination Code and POE and POD to fill-in depending on type or Rate Request.

Areas of Moveware/Companies Affected: Rate request- Company Specific – Grospiron

217594 Estimated Year to Default to Current Year

Description of Functionality: Default Est Move Year field to this year on new jobs

Areas of Moveware/Companies Affected: Removals – Company Specific- Anglo

217612 Job Type Creator – Remove Combine as Single Option check

Description of Functionality: For BD jobs, when loading the JTC uncheck the toggle ‘combine as single cost option’ by default, all other job types leave this field checked

Areas of Moveware/Companies Affected: Removals/Job Type Creator – Company Specific -Harrow Green

217617 Removals Details – Lock CRM field

Description of Functionality: For the CRM field

a) On an existing job, if the field is blank it isn’t locked

b) On an existing job, lock the field after CRM is added

c) On a new job, the field is unlocked on Add, when CRM is added and job saved, it becomes locked

Areas of Moveware/Companies Affected: CRM – Company Specific – Harrow Green

217661 New Claims Management

Description of Functionality: Upgrade to the Claims Module in Removals/Jobs Management. There has been extensive work undertaken on the Claims screen to enable extra data capture and the ability to add more than one claim type as well as complaints management and internal reviews of removals.

A User manual will be published.

Areas of Moveware/Companies Affected: CRM/ Claims Management –- General Release- All Clients

217665 Survey Diary Action on cancelled jobs

Description of Functionality: Prevention of inspection diary action being deleted after job has been cancelled. Should still keep the diary action for historical reasons.

Areas of Moveware/Companies Affected: Removals/ Diary – General Release- All Clients

217730 Field to filter by Job Type Cost Center

Description of Functionality: Added to cost centers a field to indicate it is a job related cost center, then on removals lookup only display cost centers related to the job, this will still display old jobs with cost center that are unrelated to job, but will not allow users to change the cost center to one that is unrelated to job.

Areas of Moveware/Companies Affected: Job Type Creator – Company Specific – Harrow Green

217743 Restrict Removal Source code changes

Description of Functionality: Once source code field has been entered, user will need to enter in branch security password to change it. This applies to all jobs except EXB jobs – users can change source code freely

Areas of Moveware/Companies Affected: Removals – Company Specific- Anglo

217776 Removals Details – comma in suburb

Description of Functionality: Added a comma in the suburb field if address like Melbourne, Australia Glen Iris, Victoria

Areas of Moveware/Companies Affected: Removals Details – Company Specific- PSS

217777 Inquiry Field Locked on Rate Request Jobs

Description of Functionality: All jobs except for IM/EX jobs, unless user has access to X group, they should not be able to edit the inquiry field

Areas of Moveware/Companies Affected:Removals – Company Specific- Harrow Green

217799 Extra Removals Validation on package count and shipping status

Description of Functionality: When package count is entered, a validation message is added to ensure the shipping status is updated to either R or S

Areas of Moveware/Companies Affected: Removals – Company Specific- PSS

217800 Removals Search Screen changes

Description of Functionality: Survey Date appears red in the search screen if there is no costing on the Job and the survey date is the past.

Description of Use: Visual Flag in the search screen to indicate if a Job has been surveyed but NOT costed.

Areas of Moveware/Companies Affected: Removals Search Screen- Company Specific- PSS

217805 Job Type Creator Diary Toggle Tick

Description of Functionality: Upon load of JTC, ‘Diary’ toggle to be ticked by Default

Areas of Moveware/Companies Affected: Job Type Creator –Company Specific – Grospiron

217974 Users Ability to Cancel Baggage Jobs

Description of Functionality: On Baggage Screen, when user changes job status to cancelled and skips/cancel the branch password prompt – provided they added a reason for cancellation, the user is still able to successfully cancel the job . This has now been corrected.

Areas of Moveware/Companies Affected: Baggage Screen –General Release- All Clients

218009 Removal > Account Manager locking

Description of Functionality: Added lock for account manager (same lock as move manager), once it is entered it is locked unless user has security group 3

Areas of Moveware/Companies Affected: Removals – Company Specific- PSS

218054 Inventory Tab Error

Description of Functionality: Corrected an error with the inventory tab, when reviewing a job with no inventory sometimes a “cannot change read-only of browser when it has focus” message appears.

Areas of Moveware/Companies Affected: Removals/ Inventory – General Release- All Clients

218089 Costing Approval Process Enhancement

Description of Functionality: When cost option is locked, it sends emails and reminders to Salesrep and Administrator (account manager) assigned to job

Areas of Moveware/Companies Affected: Removals/Cost Options- Company Specific – Johnsons

218286 Jobs – Costing – Markup v Gross Profit Percent

Description of Functionality: Added a toggle between markup and GP, on costing and on diary resource screens

Description of Use: The user may enter a GP when the toggle is ticked, it will be converted to markup on save, and price calculated will be based on the GP/Markup.

Areas of Moveware/Companies Affected: Dairy Resources Screen- Company Specific- Harrow Green

218416 Quotes Can be Raised before cost option is locked

Description of Functionality: Added functionality to not be able to print quotes if the costing is not locked.Previously Moveware would allow cost options marked as status R (Ready for Checking) to be printed. Now Moveware will NOT allow cost options with Status N (unlocked) or R (Ready for Checking) to have Quotes printed

Areas of Moveware/Companies Affected: Removals – General Release- All Clients

218450 Bug Fix- Operational Diary – Vehicle resources

Description of Functionality: Resolved an issue where clicking on vehicle resource in operational diary can sometimes assign a value in no. column if the vehicle itself has a service/ rego value.

Areas of Moveware/Companies Affected: Operational Diary– General Release- All Clients

218500 Jobs – Resources tab – Add Branch column

Description of Functionality: Added inventory branch column to removal resources tab

Areas of Moveware/Companies Affected: Dairy Resources Screen- Company Specific- Harrow Green

218501 Jobs – Diary – Not applicable function

Description of Functionality: When a diary action is set to not applicable, set the date and time and completed by accordingly, also set comment to ‘not required’.

Areas of Moveware/Companies Affected: Removal/ Dairy – Company Specific- Harrow Green

218578 Removal Date Won showing date loss

Description of Functionality: As the date loss/won is the same field, when a won becomes lost/unsuccessful, the lost date will now be updated with the new date, and similarly if a job is lost then won the won date is updated as well. Previously this was not updating once the date loss/won field has a value.

Areas of Moveware/Companies Affected: Removal/ Details- General Release- All Clients

218715 Diary Actions – Parents

Description of Functionality: In the diary actions setup, there are hard-coded values for ‘Parent’ that work from the corresponding removal dates (rather than existing diary actions)

These are:

‘Date Entered’
‘Date Followup’
‘Date Surveyed’
‘Date Won’
‘Date Uplift’

These now also work from the job type creator and populate with the correct dates.

Description of Use: These are hard coded fields and are set in the parent field.

Areas of Moveware/Companies Affected: Job type creator- General Release- All Clients

218723 Default Sales Rep per Branch and other query

Description of Functionality: In Branch management, there is now a default sales rep field – this value is used to set the Salesrep on new removal plans, unless user has manually entered their own salesrep into the field.

Areas of Moveware/Companies Affected: Branch Management- Company Specific – White and Company

219019 Removal Biller Customer Lookup

Description of Functionality: When looking up the list of customers to set the biller on the job, clear the status filter by default. Previously list of active customers would show by default .

Areas of Moveware/Companies Affected: Removals- Company Specific-Johnsons

Reports

212259 Rate Request Analysis- New Report

Description of Functionality: New Report added to analyse rate requests similar to the Sales Analysis Reports. Requests can be filtered by Salesrep, Branch, Type, Origin, Destination and a variety of other filters

Areas of Moveware/Companies Affected: Reports- Company Specific- Packimpex

212472 Tax Summary – Report Update

Description of Functionality: On the standard Tax Summary Moveware has added more information to the description line. For CI Transactions if there is no Purchase Description we show the Creditor name. For DI transactions, we show the Debtor Code and then the Invoice Description.

Areas of Moveware/Companies Affected: Tax Summary Report- General Release- All Clients

212618 Report Printing and Remittance

Description of Functionality: For remittance advice, if not using multiple print function, all creditors remittances including those set to ‘Remittance’ Email will be printed.

Areas of Moveware/Companies Affected: Reports/ Printing General Release- All Clients

212812 Report Date Filter

Description of Functionality: Standard reports will set the date format to dd/mm/yy or mm/dd/yy depending on the date type system parameter.

Areas of Moveware/Companies Affected: Reports- General Release- All Clients

213191 Freight Invoicing – Invoice changes

Description of Functionality: On the invoice populate removal client to the From field

Added a button to populate inventory, and when invoice are created, inventory should be added to detail field. If more than 6 inventory, then the words ‘Items as per Bill of Lading’ should appear.

Areas of Moveware/Companies Affected: Reports/ Invoice- Company Specific- Matco

213743 Destination Summary – Report Changes

Description of Functionality: In the destination summary report the ports columns are hidden and the freight column is wider. Also any jobs with un-cancelled cost options of job-types ‘EUE2’, ‘EUEB2’, ‘EUI5’ in the destination are hidden

Areas of Moveware/Companies Affected: Reports/ Destination Summary – Company Specific- Packimpex.

214614 Invoice Summary Report – Ability to print out unprinted invoices

Description of Functionality: Enter ‘P” in invoice status changes report to print out Unprinted invoices

Description of Use: This report can be used to check that all invoices have been printed ( either emailed or physically printed) and sent to the customer.

Areas of Moveware/Companies Affected: Reports- General Release- All Clients

215192 Daily Diary Report

Description of Functionality: When printing the daily diary report from the diary screen, the report now uses the range as shown on the screen.

Areas of Moveware/Companies Affected: Reports- General Release- All Clients

215328 Reciprocity Report Changes

Description of Functionality: Changes to reciprocity Report to facilitate reporting by designated groups

Description of Use: In Administration > Moveware Setup > Codes Management filter the list by Int Groups. These are the groups that agents can be assigned. The groups that are to be display together on the Reciprocity report will need to enter “Y” in the Group Reciprocity field

Note: may be labeled Method rather than Group Reciprocity

Areas of Moveware/Companies Affected: Reciprocity Report – General Release- All Clients

215376 Statements – New Date Filter Added

Description of Functionality: Added ‘date from’ filter on the statement report to be able to filter the report by a date range and only show transactions falling into that date range

Areas of Moveware/Companies Affected: Statement report- General Release- All Clients

215389 Work Order Report Change

Description of Functionality: Work order report will now show all diary actions. Previously only the Operational(O) diary actions were shown.

Areas of Moveware/Companies Affected: Work Order Report- Company Specific – KHZ

215534 Undeposited Receipts Report

Description of Functionality: Undeposited Receipts report – added column to show removal plan number as long as there is only one RP on each receipt.

Areas of Moveware/Companies Affected: Undeposited Receipts Report – Company Specific – Anglo

215889 Purchase Summary Report – Approver Filter added

Description of Functionality: Added ‘approver’ report filter for purchase summary reports.

Description of Use: Used if creditor purchase orders are required to be approved

Areas of Moveware/Companies Affected: Purchase Summary Report- Company Specific –Packimpex

216160 Receipt Summary Update

Description of Functionality: Change to the Receipt Summary report – Summary version.

Previously only displays the overall total of the receipts for the filtered period and any totals for the groupings chosen. Changes made to enable the report to display a summary of each receipt during the filtered period together with the overall and group totals.

The Include Line Items toggle also now applies to the summary version. Users are now able to get a summary of the receipt and also the invoices which the receipt paid.

Areas of Moveware/Companies Affected: Receipt Summary Report- General Release- All Clients

216209 Sales Commission Reports – Have a Invoiced Y/N Filter/Toggle

Description of Functionality: Added a ‘include proforma invoices’ toggle to the sales commission invoice reports to include invoices without an invoice number.

Areas of Moveware/Companies Affected: Sales Commission Report- General Release- All Clients

216973 Profit & Loss Summary Report

Description of Functionality: Change made to the report . Budget Totals have been added to the General Ledger – Profit and Loss Summary report. The total now display on all groupings if the ‘Include Budgets’ toggle is selected.

Areas of Moveware/Companies Affected: Profit & Loss Summary Report- General Release- All Clients

217060 Job Profit and Loss Report

Description of Functionality: Added a new option to the date filter box for reports, now includes ‘invoice date’ on report, so the ‘use invoice date’ toggle Obsolete.

Areas of Moveware/Companies Affected: Profit & Loss Report- General Release- All Clients

217295 AMS Report – Weights

Description of Functionality: Change to report configuration

Export AMS report will look at system parameters to determine whether to use Cuft or M3 and Lbs or Kgs

Areas of Moveware/Companies Affected: AMS Report- General Release- All Clients

217592 New Report Filter

Description of Functionality: New report filter added: landscapeprintmargin

This ignores the settings on the report and prints with a default margin set (for both A4 and letter reports)

This only affects Printed reports, not previewed or PDF’d (Unless printing to MovewarePDF)

Description of Use: Add this filter to any report (Report configuration > Filter field) that is a landscape report and has large sections of text missing because of giant margins.

Areas of Moveware/Companies Affected: Reports- General Release- All Clients

217865 Storage Invoice – Language

Description of Functionality: Added language filter to filter invoices by customer language

Areas of Moveware/Companies Affected: Invoice /Reports- Company Specific- Packimpex

217871 Report Drop Down List

Description of Functionality: In removal and diary drop down list for reports, ensure that if company has reports with the same name the right report will be Generated

Areas of Moveware/Companies Affected: Removals / Diary

218088 Crates Outstanding

Description of Functionality: New Outstanding Crates Report created

Areas of Moveware/Companies Affected: Reports/ Crating- General Release- Clients with crating module

218140 Bank Deposits Report Change

Description of Functionality: Clients that have the ‘Don’t save Credit Card Details when Posting Receipts’ system parameter enabled, ensure the drawer field is still enabled as the value in this field is used for the bank deposit report. If this is no enabled then users will encounter blank bank descriptions on transactions that were paid by credit card.

Areas of Moveware/Companies Affected: Debtors > Receipting & Reports > Bank Deposits – General Release – Clients with system parameter enabled

218947 Creditor/ Removal Product Listing

Description of Functionality: Creditor and Removal products report now has filter ‘Status’. Users now have the ability to filter by active/inactive or leave as blank for all products

Areas of Moveware/Companies Affected: Reports/ Creditor/ Removal – General Release – All Clients

218091 Restrict the ability to produce a docket (WIS) until certain Diary Actions are Completed

Description of Functionality: Added the functionality of being able to use ‘Z’ in the colour field in diary actions screen to specify whether a diary action is to be highlighted with an orange background in removals diary prior to be completed. Also changed the field ‘Aux’ in the diary actions screen so that it’s re-labelled as ‘Job Sheet Required’ so that they cannot print the job sheet unless if this diary action is completed.

Areas of Moveware/Companies Affected: Diary – Company Specific- Johnsons

214437 Show/Hide Decimals in certain general ledger reports

Description of Functionality: New checkbox added to the following reports ‘Show Decimals’, which can be used to show figures without decimal points

(i.e. values are rounded to nearest whole number).

Balance Sheet Summary
Balance Sheet Forecast
Account Summary
Profit and Loss Summary
Profit and Loss Forecast

Areas of Moveware/Companies Affected:Reports- General Release- All Clients

219369 New Email Merge Field – Branch Second Telephone Number

Description of Functionality: Added a new merge field <Branch Second Phone>

Description of Use: This new field can be added to reports email or sms to display the second phone of the branch

Areas of Moveware/Companies Affected:

Warehouse

212251 Search filters in Warehouse Module

Description of Functionality: In storage > warehouse, when looking up location, the code field now filters by matching text

e.g. Type in AUTO, KHZ-AUTO A would come up. Previously the search was finding text that begins with ‘AUTO’

Areas of Moveware/Companies Affected: Warehouse Module – General Release – All Clients

217311 Warehouse – Contents Container Listing

Description of Functionality: Added a list of the contents held in an inventory item when the ‘View Details of Inventory Item’ button is selected.

Areas of Moveware/Companies Affected: Warehouse Module – General Release- All Clients

Storage

212335 Calculation of Storage Charges – M/F Frequency

Description of Functionality: Added ability to calculate monthly storage charging full month. By using full month for quantity for frequency M or F

Areas of Moveware/Companies Affected: Storage – General Release – All Clients

215820 Storage Rate Revision – Rounding

Description of Functionality: Previously if the rates are rounded to 0.00 when conducting a storage rate revisions a ‘divide by zero’ errors would occur.. Now it will change to 1.00, there has been no change to the rounding however this will not cause any errors.

Areas of Moveware/Companies Affected: Storage Rate Revision- General Release- All Clients

217189 Storage – Details – Frequency I

Description of Functionality: In storage lines when frequency of ‘I’ rate is entered, it will not add tax to the total. Rather, it will set tax set to 0 and have tax inclusive and tax exclusive values the same.

Areas of Moveware/Companies Affected: Storage Details- General Release- All Clients

217195 Storage – Details – Cost Centre

Description of Functionality: In storage management, moveware has now set in place validation against the cost center to ensure it must starts with ‘S’

Areas of Moveware/Companies Affected: Storage Details- Company Specific- Harrow Green

219451 Storage – Details – Insured By

Description of Functionality: Storage ‘Insured By’ field is now a mandatory field upon save of the record

Areas of Moveware/Companies Affected: Storage – Company Specific- Harrow Green

217611 Customer/Storage – Rate Revision Group

Description of Functionality: A new field has been added- ‘Rev Grp’ (Rate Revision Group) on the customer detail tab.. This field should then populate through to storage screen when a customer is selected for the storage where it is not blank on the customer.

Description of Use: Added validation for rev group on the storage file

Remove date in the detail invoice lines for storage invoices, but keep 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 the printed invoice.

Areas of Moveware/Companies Affected: Storage Rate Revision – Company Specific- KHZ

217933 Storage Management – Calculation of Credit full months when set to Out of Store

Description of Functionality: Full month (F) storage calculation for the Out of Store Invoice creation was previously calculating part months instead of crediting only full months. It will now credit only full months that are left outstanding since the last invoice was created.

e.g.: Last invoice date: 31/03/12

credit invoice to date: 15/01/12

Using the above dates will calculate a quantity of 2 not 2.52 as it did previously.

Areas of Moveware/Companies Affected: Storage- General Release – All Clients

218662 Used Storage Containers

Description of Functionality: Change made to used storage containers so that if the date out is set in the past the container is empty and available. Will not allow selection if the container is full, and popup a message if the container is used for another storage

Areas of Moveware/Companies Affected:Storage Locations – Company Specific – Johnsons

Waybills

212958 Consignment Details in Waybill

Description of Functionality: On waybill screen added removal address, debtor, creditor, agent lookup for consignee and notify. Removal lookup will only appear when in removal waybill screen.

Areas of Moveware/Companies Affected: Waybill- Company Specific- Packimpex

214946 System Parameter to not allow users updating Waybill Diary actions from Removals screen

Description of Functionality: Added a system parameter ‘Don’t update waybill diary dates from removals’ to prevent the update of waybill diary dates from removal diaries that are parents of the waybill diary actions.

Description of Use: Turn the system parameter on (in Removal Details) to prevent update of diary dates.

Areas of Moveware/Companies Affected: Waybill / System Parameters- General Release- All Clients

216516 Cancelled Waybills – Operations Diary

Description of Functionality: Waybill/Manifest diary actions that are to status “C” will not display in the operational diary.

Areas of Moveware/Companies Affected: Waybills – General Release – All Clients

217742 Additional Email Merge fields

Description of Functionality: Added new merge fields to should the carrier numbers on a waybill. Merge fields added <Carrier Number 1>,<Carrier Number 2>,<Carrier Number 3>

Areas of Moveware/Companies Affected: Waybills- Company Specific – Packimpex

217803 Clearing Agent Field

Description of Functionality: Added Clearing Agent Field and Border Crossing Field

Description of Use: Ability to Assign a Clearing Agent on a Waybill

Areas of Moveware/Companies Affected: Waybills/ Manifests – Company Specific – Grospiron & Packimpex

218736 Filtering Date Ranges in Waybill/Manifest Management Search Screen

Description of Functionality: Date range filtering for Departure and Arrival dates has been added to the Waybill/Manifest Management search screen.

Areas of Moveware/Companies Affected: Waybills/ Manifests – Company Specific – Grospiron & Packimpex

219040 Manifest with duplicated jobs

Description of Functionality: In Destination Summary screen, we now disallow adding the same removal to a waybill twice, a message will pop up to say if the user wants to add the same removal to the same waybill twice, this must be down from waybill screen only.

Description of Use: On destination summary screen, select removal, add to waybill, then add again, a message should say this removal is already on the waybill, if you are sure you want to add twice please go to waybill screen

Areas of Moveware/Companies Affected: Waybills- General Release- All Clients

213198 Waybill Status Modification

Description of Functionality: The waybill status may not be changed from N to U if the waybill is not dispatched

Areas of Moveware/Companies Affected: Waybills – Company Specific – Matco

Event Logging

216551 More Event Logging Employee Management

Description of Functionality: When adding/deleting/modifying branch, company or cost center access for employees, the event log now records these changes.

Areas of Moveware/Companies Affected: Employee Management>User details Tab – General Release – All Clients

212371 Daily Diary – Event Logging

Description of Functionality: Added ability to event-log when labour/vehicle items are unassigned from the daily diary. New system parameter ‘Enable Event-Logging of Resource Assignment’ controls the event log resource assignment in the daily diary. System parameter : Other tab >Diary

Areas of Moveware/Companies Affected: Daily Diary- General Release – All Clients

214215 Credit Note – Event Logging

Description of Functionality: Additional event logging when a credit note is created from invoice. A prompt message will pop up when credit note is created from debtor invoicing.

Areas of Moveware/Companies Affected:Debtors/ Invoicing / Event log – General Release – All Clients

215500 Event Logging for changes to Purchase Orders

Description of Functionality: When making changes to Creditor Purchases / Purchase Orders, these changes will now be logged. This includes changes to the charge lines.

Areas of Moveware/Companies Affected: Creditor Purchases

208900 Event log for Removal Product Changes

Description of Functionality: Added event logging for removal product changes. Button to view event log is located next to the description filter

Areas of Moveware/Companies Affected: Event Logging/Removal Products- General Release- All Clients