Moveware 9.0 Release Notes
Please consult the Moveware Release Schedule for more information.
Administration
| Title | Description of Functionality | Description of Usage |
|---|---|---|
| 411102 Enhancement - Extended function for the 'Job Type Cost Centre' toggle | We have extended the functions for the 'Job Type Cost Centre' toggle on the Cost Centres screen, to be able to exclude the cost centre from lookups on Removals, Storage Management, and Rate Request screens with options 'S', 'F', 'A', and 'R'. Previously, only 'Y', 'N' and 'Blank' options were available. | Administration > Setup > Cost Centres > 'Job Type Cost Centre' toggle R = this would show the Cost Centre in Removals, but excludes it on Rate Request and Storage Management search and details tab selection S = this would Show the Cost Centre in Storage Management, but excludes it on Rate Request/Quotes to Agent and Removals search and details tab selection A = this would show the Cost Centre in Removals and Rate Request/Quotes to Agent, but excludes it on Storage Management search and details tab selection F = this would show the Cost Centre on financial related screens such as Invoicing and Purchases, but exludes it on Removals, Storage Management and Rate Request/Quotes to Agent search and details tab selection Y and Blank = no change to functionality |
| 402979 Enhancement - Added setting defaults 'Claim Type' and 'Cause By' options for each Type | We have added the setting defaults 'Claim Type' and 'Cause By' options for each Type on the Codes Management screen. | Removals > Claim tab > select Type field > Claim Type and Cause By option will be shown depending on the settings in Codes Management. Administration > Codes Management 1. 'Claim Type' Code Type = 'Claim Type', in the Default Type field set a list of Types that will show for this Claim Type option. 2. Cause By Code type = 'Claim Cause', in the Default Type field set a list of Types that will show for this Cause By option. |
| 411096 Enhancement - Extended function for the field 'Exclude from RP Lookup' | We have extended the functions for the field 'Exclude from RP Lookup' in Branch Management, to exclude the branch from lookups on Removals, Storage Management, and Rate Request screens with options 'A', 'S', and 'R'. Previously, only 'Y', 'N' and 'Blank' were available. | Administration > Branches > Setup > 'Exclude from RP Lookup' R = this would exclude the Branch from Rate Request/Quotes to Agent search and details tab selection S = this would exclude the Branch from the Storage Management search and details tab selection A = this would exclude the Branch from the Removals, Storage Management and Rate Request/Quotes to Agent search and details tab selection Y and Blank = no change to functionality |
| 411948 New System Parameter - Disable Weekend Alert | We have added a new System Parameter to disable the 'Weekend Alert' that pops up when a user assigns a date on a weekend. | Administration > System Setup > System Parameters Code: DisableWeekendAlert Description: Disable Weekend Alert Options: N = No, Y = Yes Default: N |
| 407852 New System Parameter - Always open file when print PDF | When printing/saving a pdf, this new System Parameter will allow the system to open the pdf file right away instead of prompting user to open the file. | Administration > System Setup > System Parameters Enable the System Parameter by setting it to 'Y' Code: AlwaysOpenFileWhenPrintPDF Description: Always open file when print PDF Options: N = No, Y = Yes Default: N |
| 410816 New System Parameter - Set default date range of Task Diary | A new System Parameter has been added to set a specific amount of days as the default date range on the Task Diary screen. | Administration > System Setup > System Parameters The user can set a specific amount of days as the default date range in the System Parameter 'Value' field. Press F2 to run the Task Diary screen (or navigate via Organizer > Task Diary) > the date range has been automatically set following the value of the System Parameter. Code: SetDefaultDateRangeTaskDiary Description: Set default date range of Task Diary Options: Amount of Days ie. 14, Blank - 14 Days as default Default: Blank |
Financials
| Title | Description of Functionality | Description of Usage |
|---|---|---|
| 404866 Enhancement - Added ability to combine credit notes | Enhancement - Added ability to combine credit notes. | |
| 413134 Enhancement - Extended maximum field length of Purchase Approval Limit and Costing Approval Value | We have extended the maximum field length of the 'Purchase Approval Limit' and the 'Costing Approval Value' field from a maximum of 999,999,999.00 (11 digits and 2 decimal places) to 999,999,999,999.00 (14 digits and 2 decimal places). | |
| 404571 Enhancement - Added a paragraph setting to custom combine invoice chargeline description | We have added a paragraph setting to custom combine the invoice chargeline description when combining invoices which are not linked to cost options. | On Invoice Update screen > select invoices > use combine invoice button Administration > Company Setup > Paragraph Management Code Type: Paragraph Code: CombineInvoiceLineDesc Description: Combine Invoice Charge Line Description Status: Active |
| 404787 New System Parameter - Enable Old Code field in search filter of Creditor management screen | A new System Parameter has been added to enable the 'Old Code' field in the search filter of the Creditor management screen. | Administration > System Setup > System Parameters Code: ShowCreditorOldCode Description: To show old code on creditor management screen Options: N = No, Y = Yes Default: N |
| 397538 New System Parameter - Purchase Line Assigned to Waybill Origin Branch for IS Type Waybill | We have added a new System Parameter to change the branch on the purchase line to be the origin branch of the Waybill (if the Waybill type is 'IS'). This will work when the user types the Waybill number into the Reference field on the purchase line. | Suppliers > Purchases > Charge line 1. Type the waybill number in the 'Reference' (Ref) field on purchase line 2. Press enter 3. The system will change the branch to use the origin branch of the waybill if waybill type is 'IS' Code: PurchaseLineUsesBranchFromWaybillISType Desc: Purchase Line uses branch from the origin branch of the waybill if waybill type is 'IS' Options: Y = Yes, N = No Default: N |
| 401336 New System Parameter - Use State to determine tax code for Origin, Destination, and Entity | We have created a new System Parameter that enables the setup of a single Origin/ Destination / Entity tax code for each state. Previously, for countries that have different state taxes, each Origin/Destination code needs to have a corresponding tax code set up to represent the state tax. This creates clutters and making tax code maintenance very difficult. Using this System Parameter will eliminate that requirement. | Administration > System Setup > System Parameters Users can set the System Parameter value to 'Y' where state level tax will apply to all three types: Origin, Destination, and Entity. Any combination of O,D or E may also be used (eg O,D will enable for Origin and Destination but not Entity). Code: UseStateLevelTaxCode Description: Use State to determine tax code for Origin, Destination, and Entity Options: Y = all,O=origin,D=destination,E=entity,N=none Default: N |
| 410006 Extended System Parameter 'Check CreditLimit On Invoice Save or Posting' to check the credit limit only when posting with option 'P' | We have extended the System Parameter 'Check CreditLimit On Invoice Save or Posting' to check the credit limit only when posting an invoice with the option 'P' or Post. Previously, if the System Parameter had the value 'Y' the system would always check the credit limits on both actions, saving or posting an invoice. | The user can set the System Parameter to 'P' to let the system perform a credit limit check only when posting an invoice. The system will not perform a credit limit check anymore on saving an invoice. System Parameter 'Check CreditLimit On Invoice Save or Posting' = Y,N,P |
| 404792 Enhancement - Added PO Number filename filter for Puchases and Purchase Order Screens | We have added a P/O number filename filter to the Purchases screen and the Purchases Order screen. When clicking the 'File' button on one of those screens, the filter will now include the filename with the P/O number. | On Purchases screen > 'File' button on the Details section On Purchase Order screen > Details > File Button at Details section |
| 386051 New System Parameter - Disable Invoice Update clearing current selected records when using filters | A new System Parameter has been added to enable/disable the Invoice Update screen of clearing the current selected records when using filters. | Administration > System Setup > System Parameters System Parameter = N > records that have been selected on the Invoice Update screen would get cleared when filtered. System Parameter = Y > records that have been selected on the Invoice Update screen would not get deselected when filtered. Code:InvoiceUpdateFilterNotClearSelected Description:Disable Invoice Update clearing current selected records when using filters Option:N = No, Y = Yes Default:N |
| 407517A New System Parameter - Password for Ezidebit refund button in Debtors Inquiry | We have added a new System Parameter to have users enter a password when pressing the Ezidebit refund button in Debtors Inquiry. | Administration > System Setup > System Parameters Users can define a password directly in this System Parameter. Whenever a user clicks the Ezidebit refund button the system will display the password input box. If it matches the password on the System Parameter, it will allow them to refund. Code: PasswordDebtorRefund Description: Password when refund in Debtors inquiry Options: Blank = No Password Default: N |
| 407517E Enhancement - Dialogue to show unprocessed invoices when using portal payment and ability to export list of processed invoices | We have added a dialogue when a user would like to process invoices with the portal payment (Ezidebit/Bambora). The user can scroll to see a list of unprocessed invoices before processing it. Once they have been processed, the system will show a prompt to export a list of the processed invoices and let the user select a folder. | Invoice Update screen 1. select unprocessed invoices 2. click bambora or ezidebit button (depends on system parameter) 3. we can scroll down to see all of invoice 4. if we anser YES it will show prompt to export the list of processed invoices 5. if YES then select folder that we want to export System Parameter "Enable Payment Portal related Moveware functions" E = Ezidebit Y = Bambora |
| 407517H Enhancement - New toggle to filter unprocessed Ezidebit invoices | We have added a toggle on the Invoice Update screen, to hide unprocessed Ezidebit Invoices. Once checked, this button will auto-filter as "Ezidebit" and status as "Y". | System Parameter 'Enable Payment Portal related Moveware functions" is enabled with value "E" (E for Ezidebit). |
| 410365 Enhancement - Sort by R/Plan in Customer Management - Apply screen | On the Customer Management screen > Apply tab, we have added the ability to sort results by R/Plan. | Click on the 'R/Plan' column header to sort results by removal plan. |
Rates & Costing
| Title | Description of Functionality | Description of Usage |
|---|---|---|
| 404516 New System Parameter - Restrict the ability to Cancellation of Cost Options by security group when Actual Cost is not 0 | A new System parameter has been added to restrict the ability to cancel Cost Options by security group when Actual Cost is not 0. | The user can enable the System Parameter by setting up a comma-separated list of security groups. This will apply in all the following scenarios: -In a job with a cost option with Actual Cost, the cancel button will be disabled and cost option status field is set to 'read-only'. -When having multiple cost options and the user changes the Job status to 'W', there will be a pop-up informing the user that he is unable to cancel the cost option. Code: AllowCancelCostOptionGroup Description: Restrict ability to Cancellation of Cost Options by security group when Actual Cost is not 0 Options: Comma separated list of security groups, N or Blank - No restriction Default: N |
| 412875 Enhancement - Added rate 'Type' filter for exporting rates | We have added an additional filter for 'Type' when exporting rates. | Administration > Setup > Rates Management > Export button > Select 'Type' to filter > Ok |
Removals (Jobs)
| Title | Description of Functionality | Description of Usage |
|---|---|---|
| 407129 New System Parameter - Stop Additional Notes HTML from wiping | We have added a System Parameter to show and keep the full HTML format (e.g font, color) when a user double-clicks the Additional Notes in the Removals Diary. Previously, after saving and re-opening the Additional Notes, the HTML formatting was wiped. | Administration > System Setup > System Parameters Code: StopAdditionalNotesHTMLfromwiping Description: Stop Additional Notes HTML from wiping Options: Y = Yes, N = No Default: N |
| 406390 Enhancement - New Contact filters | We have added new Contact Search fields: 1. added the name search field - user can search contact beginning with Title - user can search contact with name matching - user can search with the first name matching 2. added a position search field 3. added work search field where users can search with work number matching 4. added an email search field where users can search with email matching | Go to any Removal Details tab, then double click on Attention field 1. User can Filter contact by the Company Name 2. User can Filter contact by Name search field 3. User can Filter contact by the Position field 4. User can Filter contact by the Work field 5. User can Filter conatct by the Email field |
| 413940 Enhancement - 'Bill To' field background colour based on customer group | Currently, there is a System Parameter called 'To highlight removals Bill To field based on Customs Group colour set in codes management' which is set to turn on a feature where if the Bill To customer is in one of the ‘Cust Groups’ set in Code Management, and has a colour set in the Colour field, then the background colour of 'Bill To' field in the Removals screen will be set to that colour. This has was working when only one group is assigned to a customer, but now multiple groups can be assigned to the customer, and the color of the first matching group that as a colour assigned will be used as the background colour of the 'Bill To' field. |
Operations
| Title | Description of Functionality | Description of Usage |
|---|---|---|
| 412134 | Enhancement - New Workload screen Day field with Closed and Caution day highlighted | The NEW Workload screen now has 'Closed' and 'Caution' days highlighted in red and yellow respectively. It will also only hightlight when the branch and diary type of the closed/caution day matches the ones that are currently selected in the Branch and Diary Type filter of the new workload screen. |
Storage
| Title | Description of Functionality | Description of Usage |
|---|---|---|
| 404932 Enhancement - Expanded Location Lookup | We have expanded the size of the columns in the Location lookup on all screens where this lookup is available. | |
| 408745 New System Parameter - Storage charge lines must have a rate/period | A new System Parameter called 'Storage charge lines must have a rate/period' has been added, that when enabled will determine whether to validate if rate/period is entered in storage charge line or not. | Code: StorageChargeLineMustHaveRate Description: Storage charge lines must have a rate/period Options: Y = Yes, N = No Default: N |
E-mail & SMS
| Title | Description of Functionality | Description of Usage |
|---|---|---|
| 405355-052C Enhancement - New mail merge fields to display costing values | We have added following new mail merge fields: 1. To get a value from charge lines: Cost Est Rate Ex %, Cost Est Rate Tax %, Cost Price Rate Ex %, Cost Price Rate Tax % for example if Est Rate is 0.25 then it will display as 25.00 instead of 0.25 2. with "Costs Qty Est Total" users can get the total of Est Qty of the charge lines. | Administration > System Setup > Report Configuration > Email Setup |
| 386356 Enhancement - New mail merge fields to display the value of the 'Preferred' field | We have added following new mail merge fields to display the value of the "Preferred" field in Employee Management > Details. - Salesrep Preferred Name - Account Manager Preferred Name - Local Corp Acc Mgt Preferred Name - Entered by Preferred Name - Move Manager Preferred Name - Removal Link ____* Preferred Name *depends on system setting | The user can add new mail merge fields through Report Configuration > Email setup, for Employee related report. Once the merge fields are added, when emailing the report with Standard email, the merge fields will display as employee preferred name in email message. When using the mail merge 'Removal Link Preferred Name' > Removal Link needs to be set up in Codes Management > Type: Removal Details, Field: Link_xy |
Bug Fixes
| Title | Description of Functionality | Description of Usage |
|---|---|---|
| 408635 Bug Fix - Fixed Event Log report query error | Previously, when using the star symbol (*) in the 'Description of Event' field in order to print the current Event Log, the report would turn out blank. This has been fixed and you can now use the * to narrow down the desired Events and print the results. | Administration > System Setup > Event Log -('* -Click 'Print Current Event Log' icon > report will print the displayed results |
| 412947 Bug Fix - Fixed the 'Labour Confirm' lookup in Daily Diary screen | We have fixed the 'Labour Confirm' lookup (that appears with a smaller screen resolution) to take the Display branches into consideration rather than the Branch - if not blank. Previously, it was looking at the users main Branch, which made some Labour not appear in the lookup. | If screen resolution lower than 1600x900 Diary > right click/double click on Vehicle/Labour field |
| 406622 Bug Fix - Fixed lookup query of the Final Approver filter in Reporting screen | We have fixed the lookup of the Final Approver filter for any Purchase Summary Report. It now shows the correct final approver and allows to select multiple users. Previously, the lookup did not allow users to select multiple approvers and did not show the proper selection. | Administration > System Setup > Report Configuration > Any Purchase Summary Report > on the Details screen, add the filter 'secapprover' into the 'Filters' box > save |
| 407698 Bug Fix - Fixed refresh issue of tax code on Storage charge details | Previously, when changes were made in the top part of the Storage details screen (e.g change of Debtor) the system only updated the tax code in the background, the screen value however remained the same. This has now been fixed for version 9.0. | Storage > Storage Management > Details 1. Change Debtor 2. If the Tax of the storage charge line is different from the previous debtor, the system will ask the user to assign a new tax rate and tax code and the values will get updated accordingly. |
| 406559 Bug Fix - Fixed 'Inv Status' filter for Removal Profit & Loss report | We have fixed the 'Inv Status' filter on the Removal Profit & Loss report which previously didn't work properly. | |
| 405077 Bug Fix - Fixed the Account Listing report to exclude storage charge lines with status set in 'Exclude' field | Previously, the standard report "Account Listing" only checked the status of the Storage Account and did not consider the charge line level. This has been fixed in this version and the report will now exclude storage charge lines with the status set in the 'Exclude' field on the reports screen. | Reports > Storage > Account Listing Add the status for charge lines that should be excluded in the 'Exclude' field on the reports screen before running the report. |
Reports
| Title | Description of Functionality | Description of Usage |
|---|---|---|
| 405780 Enhancement - New Removal Product filter for Invoice summary report(s) | We have added a new filter option called 'Removal Product' for the Invoice Summary reports. This filter allow users to select and filter Invocies by a specific Removal Product when printing the report. | Administration > System Setup > Report Configuration > Invoice Summary* report > on the Details screen, add the filter 'remprod' into the 'Filters' box > save > go to the Reports screen, find the Invoice Summary report where you just added the filter > the new filter 'Removal Product' will be visible |
| 407517Q New Report - Customer Token Status | A new report has been added to show a list of all Debtor Accounts, including their token status. | To activate the report, navigate to Administration > System Setup > Report Configuration -clear the "Y" from the Status (St) column and search for the report -set the report to 'Active' and save -the report should now be available under Reports > Debtors Reportname = custmftoken Description = Customer Token Status Report Type = Report Version = custmftoken Details = Listing of all Debtor Accounts including their token status. Use Filter RP = 'N' Show in RP = 'N' Merge(Y/N) = 'N' Status = 'Inactive' |