Moveware Version 5.7.5 Release Notes
Moveware Release Notes
Version 5.7.5
Release Notes Generated: 05/11/12 ‑ 08/03/13
Admin
215799 System Parameter – Spell check
Description of Functionality: System Parameter added so that when the spell check if run, a popup message is shown to remind the user to check for spell check window
Description of Use:
Name: Automatic spellcheck of email on send.
Found : General Tab
When set to Y, user will be prompted to check the spell check window
Areas of Moveware/Companies Affected:
•System Parameter – Email set up
•All Clients
224072 US Zip codes and Local Destination Zones
Description of Functionality: Added USA Zip codes and Local Destination Zones database (USA)
Description of Use: Autocomplete USA addresses from Zip Code input
Areas of Moveware/Companies Affected:
•Admin
•NA (USA) Clients
224358 Index Added to Increase Performance
Description of Functionality: Added index to increase performance of word merges
Description of Use: Due to performance issues an index was added to aid in the speed of producing word merge reports
Areas of Moveware/Companies Affected:
•Reports- Word Merges
•All Clients
224496 New Code Added – Emails
Description of Functionality: Merge data for Australian states when creating automated emails
Description of Use: Moveware substitutes the full name of the state for the abbreviation in email text.
Areas of Moveware/Companies Affected:
•Email – Merge Data
•AU Clients
224829 Diary Actions with Multiply Parents
Description of Functionality: Within the diary action setup a user will now be able to select multiple parent actions and the list will populate automatically to parent field separated by a space. Previous functionality – multiple select, only one is populated to parents field.
Description of Use: Diary action setup – double click parent field, select multiple parent actions
Areas of Moveware/Companies Affected:
•Admin – Diary Actions Set up
•All Clients
225698 Data Import – Employees
Description of Functionality:
The data import for employees has been modified in the following way:
•Previously the pay id was set by the system and not from the import column1, now it looks at column1 employee Number
•Added employee full name to pick up from first and last name
•Added set of initial(sales rep) field based on name/first name
•For field workers, it previously added inventory records, but didn’t set to labour to ‘Y’, now it sets employee labour field to ‘Y’
•For office workers, set to Moveware user property to ‘Y’
Description of Use: No change to functionality, new template is needed
Areas of Moveware/Companies Affected:
•Admin -Data import
•All Clients
225836 Enhancements to Data Import Screen (Debtors & Agents)
Description of Functionality: The data import for the Debtors and Agents has been modified in the following way:
Agent and Debtor Data Import
•Agents imported as preferred by default otherwise use preferred column value.
• Add Agent column to debtors import and generate agent record from debtor on import if column is Y. Make sure agent address is
populated.
•Remove branch column from data import. The branch is used for costing and reciprocity so it will be blank for any agent unless
branch record is linked to the agent via branch.id
•Default Agent Preferred to Y.
•Default Agent Credit to Y.
Description of Use: No change to data import functionality, new template is needed. Bug Fix – Agent’s debtor, creditor & ports column imports.
Areas of Moveware/Companies Affected:
•Admin -Data import
•All Clients
225881 Branch Setup Screen – New Copy Address icons
Description of Functionality: Added 2 buttons in branch setup to:
- Copy postal address to office address
- Copy office address to branch address
Description of Use: Allow the easy copying of the branch postal address to office address and vice versa.
Areas of Moveware/Companies Affected:
•Admin – Branch Set up
•All Clients
226407 Relabeling Exit – to Exit Moveware
Client Specific – Cadogan Tate
Description of Functionality: Re-labelled Exit to “Exit Moveware” at Window Drop-down menu
Description of Use: When click at “Window” drop-down menu at the top of the screen, the label Exit changed to Exit Moveware for CT Company.
Areas of Moveware/Companies Affected:
•Admin – Tabs
•Cadogan Tate
226491 System Parameter Screen – Addition of new tabs
Description of Functionality: Added another system parameter page for Diary and Reporting
Description of Use: Under system parameters, there is now a new diary tab which contains system parameters related to diary and reporting. Some system parameters have been re-arranged due to this change
Areas of Moveware/Companies Affected:
•System Parameters
•All Clients
226610 Change to Login Password Prompt
Description of Functionality: Additional messaging for login screen to advise invalid username or password entry. Previously did not advise the specific issue only generating a generic message for invalid username/password.
Description of Use: Users now receive specific message advising if:
•username entered is not a valid username
•username is not active
•password is invalid for user
If user receives message advising username is inactive, user will contact the Moveware Administrator in their company to action.
Areas of Moveware/Companies Affected:
•Admin – MW Login
•All Clients
226711 Bug Fix – Rate Export
Description of Functionality: Fixed issue with rate export, where the removal/creditor product previously was splitting into multiple columns due to “,” present in the text
Description of Use: Rate export, export some removal/creditor products that have “,” in description, make sure output file is correct, i.e. no split
columns for those removal/creditor products
Areas of Moveware/Companies Affected:
•Rate Export
•All Clients
227124 New Appointment Diary
Description of Functionality: New F3/Appointment Diary which shows a weekly view of appointments and allows the user to customise default list of staff and shows diary fully.
Description of Use: Users can toggle to the new appointment diary through the new view toggle in the current appointment diary. It can also be defaulted to open in the new view by setting system parameter ‘Use New Appointment Diary’ to ‘Y’. Features include:
- Ability to customise default list of staff
- Filter by postcode
- Customise width of columns
- Group by staff or group by date
- Highlighting the selected date for easier find
Areas of Moveware/Companies Affected:
•Rate Export
•All Clients
Crating
214380 Bug Fix – Incorrect Number of crates
Description of Functionality: Fix crate screen, when selecting debtor and to be invoiced, delete entries with 0 price and 0 outstanding. Previously showing some entries with 0 price 0 outstanding, will not be showing
Description of Use: Crate screen, by debtor, to be invoiced, will only show entries with a price or with outstanding crates
Areas of Moveware/Companies Affected:
•Crate Management
•All clients
Removal & Operational Diary
217346 Cost Option Specific Combo Box
Client Specific – Harrow Green
Description of Functionality: A cost option combo box has been added 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 combo 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 labelled ‘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.
Description of Use: In the email or print dialog the user will select the cost option they wish to assign to the email and/or report being printed. This will default to currently selected cost option so the user only needs to change this if they want to assign it to a different option.
Areas of Moveware/Companies Affected:
•Diary – Emails
•Client Specific – Harrow Green
224059 Origin Uplift Date Changing on IMC jobs
Client Specific – Transworld
Description of Functionality: Waybill ETA date assignments customisation
Description of Use: Upon save of a waybill record, if the waybill contains an ETA date – stop the date from overwriting the uplift date on any Removals of type ‘IM’ associated with the waybill.
Areas of Moveware/Companies Affected:
•Waybill Actions in Diary
•Client Specific – Transworld
225705 Change made to modify the appearance of Lost or Cancelled removal jobs within diaries
Client Specific – King & Wilson
Description of Functionality: Operations Diary default to show won jobs when user selects to view the Sales/Import diary
Description of Use: In Operations Diary screen, when user selects the Sales/Import diary from the combo list, the screen automatically filters by job status ‘W’. Behaves in a similar way to when ‘operations’ is selected from the diary combo list.
Areas of Moveware/Companies Affected:
•Operations Diary
•Client Specific – King and Wilson
225743 Task Diary to Default Department of User
Client Specific – Cadogan Tate
Description of Functionality: When Using the F2 Task diary the department filter will default to that of the users
Description of Use: Task Diary Default Filter to users Department
Areas of Moveware/Companies Affected:
•F2 Task Diary
•Client Specific – Cadogan Tate
225762 Postcode Field Width Extended
Client Specific – Cadogan Tate
Description of Functionality: Increased Postcode Field width in removals details screen
Description of Use: Increased Postcode Field width in Removals Details to fit Full UK Postcode
Areas of Moveware/Companies Affected:
•Removals Details Screen
•Client Specific – Cadogan Tate
226960 Time sheeting -Closed files
Description of Functionality: If a removal is closed, then the add time button on the removal diary screen will be disabled.
Description of Use: Check that the use timesheet system parameter is set to Y (found on the general tab), then close a removal, go to diary screen, check add time button is disabled, go to a job where removal is not closed, check it is enabled
Areas of Moveware/Companies Affected:
•Time sheeting
•All Clients using internal time sheeting
DSP (Destination Service Provider)
226331 New System Parameter to customise Removal Method List
Description of Functionality: Previously the method combo on removal detail screen is hardcoded with the list, added a new system parameter on setup tab, “Use codes for method” that uses codes management type method to load the combo list. When system parameter turned set to N –method combo works as per usual.
On top of that if the system parameter “use code filtering by removal type” is on, then both method and service list will be dependant on the
type of the removal. You can set this up in codes management (method only if use code for method is on).
Description of Use: System Parameter name – Use codes for method
For example, if in codes management, select type method, and for method Air set default types, and exclude types, A method will appear if the type of job is in the default type list but is not in the excluded type list, if either conditions fail then method will not appear for that job
type. The same goes for service
Areas of Moveware/Companies Affected:
•System Parameter
•All Clients
226676 Addition of Spare Fields for DSP
Description of Functionality: Added 10 spare fields for DSP and 5 spare fields for Removals New Details Browser.
Description of Use: Added the spare fields that can be re-named and used in the DSP screen and the new job details browser.
Areas of Moveware/Companies Affected:
•DSP Screen
•All Clients running New details browser
Email & SMS
225287 Automatic Emails – Clear Reference Field by Default
Client Specific – KHZ
Description of Functionality: Change made to default the Reference field to remain blank when generating an automated email, previously, it populated the description of the diary to the reference field.
Description of Use: When sending an automated email from diary screen when completing the diary action, the email screen will pop up and the reference field will remain blank.
Areas of Moveware/Companies Affected:
•Diary tab in removal management
•Client Specific – KHZ
225893 Bug Fix- Appointments Sync with Outlook
Description of Functionality: Fixed an issue with synching appointment to outlook, it could not find the user using exchange username. Changed made to use email instead
Description of Use: Bug Fix – F3 diary, add appointment, leave sync to outlook checked
Areas of Moveware/Companies Affected:
•Outlook Appointment Sync
•All clients using outlook appointment synching
225962 New Date Format Added – Report Configuration Screen
Description of Functionality: In report configuration EMAIL and SMS tab, added a new date format dd.mm.yyyy (introduction of “.” rather than “/”)
Description of Use: To use select this date format, then double click a date tag on the right, this will put (dd.mm.yyyy) into the report email/sms section. This is then replaced by this date format when run this report as email or sms. For example 20.01.2013 rather than 20/01/2013
Areas of Moveware/Companies Affected:
•Reports/Emails set up
•All clients
225989 Bug Fix -Synchronisation of appointments to Outlook via CRM record not working
Description of Functionality: On task popup (can be access from diary screen using + or edit), there is an icon to sync to outlook, it gives an error
when priority is set to 3, because outlook only uses 0 1 2
Bug fixed so;
•priority 1 is 2 in outlook as high importance
•priority 2 is 1 in outlook as medium
•priority 3 and blank will be 0 in outlook as low
Description of Use:
Go to any diary action and use edit button to bring up task screen, or add a new task in diary screen, use sync to outlook button with
Different priorities, check that it is set correctly
Areas of Moveware/Companies Affected:
•Diary Actions / Outlook Sync
•All clients
226040 New Waybill Merge Email Fields
Description of Functionality: New Waybill Email Merge fields added.
Following fields added to display the container length/width/height as seen in the waybill
•container length
•container width
•container height
Note – it will only select the information from the first container on waybill/manifest.
Description of Use: In Report Configuration – Email Setup screen, fields will now be available on email merge field list on right to be selected.
Areas of Moveware/Companies Affected:
•Email Set Up
•All clients
226412 Bug Fix – Emails
Description of Functionality: Within diary screen completing a diary action that is linked to a report the email popup and user can double click receiver to change the receiver of email previously it defaults to creditors. Fix made to default to debtors
Description of Use: Removal diary screen, complete a diary action that is linked to report, on the email popup double click to change receiver
Areas of Moveware/Companies Affected:
•Diary Actions linked to emails
•All clients
226854 Resize the email composing space to be of A4 width
Description of Functionality:
Resized the send email dialogue boxes to allow more content in the body and to also better accommodate wide signatures
Areas of Moveware/Companies Affected:
•Email Set up
•All clients
Employees
225837 Change to Employee screen – Booking Agent Field Mandatory
Description of Functionality: Booking agent field mandatory for employees.
Description of Use: When saving an employee, the booking agent field must be filled in.
Areas of Moveware/Companies Affected:
•Employees
•All Clients
226579 Report Change – Visa Employees
Client Specific – Aussie Man & Van
Description of Functionality: Report change to include Employee Log category
Description of Use: Users can now run a report that will filter on expired visa dates
Areas of Moveware/Companies Affected:
•Reports
•Client specific – Aussie Man & Van
Financials
215668 Re-price and Update functionality enchanced within Costing
Description of Functionality: Added functionality for users to be able to select which values to update and re-price in the Cost Option. There are two options the user can select which are:
- Re-price Only
- This will only Re-price the cost option, meaning that no information in the cost option will be updated from the Removal/Job details. Rates will be updated to make sure the latest rate is used for the cost.
- Updated Selected Value(s) from Removal/Job and Re-price
- 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 re-priced (e.g. if Volume is selected then only costs with volume related calculation types will be re-priced). To select all the options to update and reprice users can use the Select All button.
Description of Use: 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: Reprice Only and Update Selected Value(s) from the Removal/Job details. The user then makes their selection and clicks
OK.
Areas of Moveware/Companies Affected:
•Costings /Rates
•All Clients
216912 Purchase Orders – New Supplier record Generates Notification Email
Client Specific – Harrow Green
Description of Functionality: When a new PO is created with creditor NEW, an email pops up to be sent. The Email is setup called ‘HGcredadd’ with description ‘Supplier Record Addition’
Areas of Moveware/Companies Affected:
•Creditor Creation
•Client specific – Harrow Green
217431 Bug Fix – Purchase Order Issues
Description of Functionality: For a PO, when adding a new line and select creditor product, it now looks up the costing rate setup on the creditor product.
Description of Use: Bug Fix
Areas of Moveware/Companies Affected:
•Creditors/ Costings
•All clients
218697 Purchase Orders – Search screen Invoiced filter
Client Specific – Harrow Green
Description of Functionality: On the Purchase Order search screen, if the user selects an invoice status in the filter, then the ‘include invoiced POs’ toggle is automatically ticked.
Description of Use: Purchase Order search screen, choose invoice in the status filter, check the include invoiced POs toggle is ticked automatically
Areas of Moveware/Companies Affected:
•Creditor Creation
•Client specific – Harrow Green
219814 Bug Fix – Rates import issue
Description of Functionality: Function to import rates by debtors was not functioning correctly, so changes were made to cause it to work the same as importing and exporting using removal product rates.
Description of Use: Bug Fix – importing rates for debtors
Areas of Moveware/Companies Affected:
•Rates Import
•All Clients
220189 Bug Fix – Updating Actual Costs on a Job Using Waybill Costing
Description of Functionality: The delete all button on purchase was previously not running so was not updating costs correctly
Description of Use: Bug Fix – delete all button on purchase corrected
Areas of Moveware/Companies Affected:
•Waybill Purchases
•All clients
223628 Unattached Receipts Update
Description of Functionality: In the View Invoice/Receipt Details for the Selected Removal dialog, changes have been made to fix issues with allocating receipts to invoices and receipts to receipts. In cases where over payments have been made the extra receipted amount can be allocated to other receipted amounts to clear the any outstanding values for the removal. In the past this screen would only allow receipts to be applied to
invoices.
Description of Use: When the dialog appears, Users can click into the Sel column (Select) to select the transactions they want to allocate to each other. On this selecting users may now select a positive outstanding value and a negative outstanding value to apply to each other regardless of the
type of transaction (DR or DI). Once the transactions are selected the user will have the Apply Receipt button enabled and they may apply the transactions to each other.
Areas of Moveware/Companies Affected:
•Invoice/Receipt Details
•All Clients
224472 Bug Fix – Invoice update
Client Specific – Grospiron & Packimpex
Description of Functionality: Bug fix to prevent users from posting an invoice with 0 Value from status N to A
Description of Use: An error will be displayed when users try to post an invoice with 0 value from status N to A.
Areas of Moveware/Companies Affected:
•Invoicing screen
•Client Specific – Grospiron and Packimpex
224475 Bug Fix – Invoice Update Screen’s From/To Filter
Description of Functionality: Added a fix on invoice update screen, when the user filters invoice number and only enter the value in either the ‘from’ or ‘to’ field, the other field will be automatically filled with the same number.
Areas of Moveware/Companies Affected:
•Invoice Update Screen
•All clients
225154 Exchange Rates
Description of Functionality: Change made to the rate request screen, previously was only saving exchange rate to 4 decimal places, which caused some problems when converting into removal. It will now handle 6 decimal places
Description of Use: Go to rate request and enter 6 decimal places for exchange rate, check that it is saved. Check this is carried over to removal.
Areas of Moveware/Companies Affected:
•Rate Requests
•All clients
225378 System Parameter – Print on docket
Description of Functionality: Name of System Parameter – Default Removal Invoices Created to not Print On Docket – Found under Debtor tab
When system parameter is enabled, upon generation of removal invoices, default the ‘Print on Docket’ toggle to ‘No’. Previously this would be set to ‘Yes’ in most cases.
Areas of Moveware/Companies Affected:
•Debtors/System Parameter
•All clients
225527 Credit Note from an Invoice
Description of Functionality: Adding details of invoice when creating a new credit note from invoicing tab performs the same as when creating one from costing tab.
Description of Use: Add in details of
•Invoicing tab screen when clicking at creating credit note.
•If a company is using multi-language, a new code table in language setup must be created and detailed as following:
Table: Codes
Type: Credit Note
Field: Details
English: Credit Note for Invoice Number
And any other languages as required.
Areas of Moveware/Companies Affected:
•Invoicing Tab
•All Clients
225557 New Accrual Screen Added
Description of Functionality: Added a Closing Accruals screen
Menu Debtors -> Closing Accruals
The screen shows all costs with accrual status A and est. cost non zero, default filter is W cost options. The user may filter the screen by
uplift date, removal, client name, branch, cc, removal status and description. There is a select/deselect all button and a post button for closing accruals. The screen is ordered by removal number and cost options.
Description of Use: Go to Debtor menu, select closing accruals screen. Cost lines can be selected to have accruals closed. Once an accrual cost line is closed it disappears from this screen.
Areas of Moveware/Companies Affected:
•New Accrual Screen (May need to be enabled)
•All clients
225578 XML Export – Invoice Update Screen
Client Specific – KHZ
Description of Functionality:
Xml export on the invoice update screen, changed XML holds the description/name of the general ledger subcode. put g/l name here
Previously was displaying invoice line description
Description of Use: Invoice update screen, xml export
Areas of Moveware/Companies Affected:
•Invoice update xml export
•Client Specific- KHZ
225601 Closing inactive creditors containing outstanding transactions
Client Specific – Harrow Green
Description of Functionality: Previously if there are outstanding transactions on a creditor, then you were unable to close the creditor
This restriction has now been lifted.
Description of Use: Go to a creditor, check that there are outstanding transactions, and close the creditor, it will be allowed for HG only
Areas of Moveware/Companies Affected:
•Creditors
•Client Specific – Harrow Green
225640 Invoice Number Issue 2013
Client Specific – Grospiron
Description of Functionality: GI have Company Specific Invoice Numbers which are prefixed by the Current GL Year. Previously this looked at the actual date to reset the Invoice numbers to the next GL Year. It has been changed to look at the Invoice Date not the current System Date. A Manual Switch has been added to manually update/reset the Invoice to the New GL Year using the Current GL Year Field in the Company Setup. Invoices for the New GL Year Cannot be invoiced until this has been updated. Users must complete the Invoicing for the previous year before adjusting to the next GL Year, as once the Current GL Year is updated the Invoice Number is reset and will be prefixed with the Current GL Year.
Areas of Moveware/Companies Affected:
•Debtor Invoicing
•Client Specific – Grospiron
225652 Bug Fix -Tariff Currency Issue
Description of Functionality: Bug Fix – Tariff Debtor Accounts – previously you were unable to save a Tariff Type Debtor in a Foreign Currency user would encounter an error which stops user from saving the record.
Description of Use: Change occurred in Debtor Management, no change in use of the system.
Areas of Moveware/Companies Affected:
•Debtor Management
•All Clients – (using Tariff Debtor System Parameter.)
225692 Bug Fix – Costing Screen changing Numbers
Description of Functionality: On removal costing screen, there was an issue where the user enters an est. qty, a rate, tab through to est cost, then save the record, the system tries to recalculate the est qty from the est cost and rate and it would be 0.01 different to the previously entered est qty.
Description of Use: It is now fixed so the rate remains the est cost field unless the user has manually changed the est cost field, it will not recalculate the est qty removal costing screen. For Example: Enter 40 in est qty, tab to rate enter 0.21681, tab to est cost, this is 8.67, then save the record and check that est qty is still 40 not 39.99
Areas of Moveware/Companies Affected:
•Removal Management Costing
•All clients
225829 Baggage – Won Job, Cancelled Unwanted Pending Options
Description of Functionality: Previously if a web quote is accepted or cancelled, when the status of the job is updated to W from Moveware, and the user does not select this cost option, it still remains as P.
The change If web quote is accepted, and user does not select this option when updating status to W (this option is selected by default), a warning will popup asking user if ok to continue:
“Cost Option xx was accepted online by the client. Not selecting it will cancel this option. “Are you sure you want to continue?
If yes then it is cancelled otherwise user can select cost options again.
If the web quote is cancelled then it automatically cancels when updating status to W and this cost option was not selected
Description of Use: Accept a web quote, then in Moveware update status to W, and deselect this cost option, the user will get a warning message to continue or cancel
Cancel a web quote, then in Moveware update status to W, and not select this cost option. It will be cancelled without any messages.
Areas of Moveware/Companies Affected:
•Web Quotes
•All Clients ( Web Quote enabled)
Description of Functionality: Removals management, invoice tab, when copying an invoice, the date was previously set to today’s date and did not change
Description of Use: Go to removal management, invoice screen, copy an invoice, check date is set to today
Areas of Moveware/Companies Affected:
•Removal management invoice tab
•All clients
225943 Closing an Accrual Date
Client Specific – John Mason
Description of Functionality: On the costing screen (removal, waybill and closing accruals), when an accrual cost is closed, the date will default to last day of last month. Previously it is defaulted to today.
Description of Use: Go to removal costing screen, enter an act cost for a cost line that is set to accrual A, the automatic popup will be dated to last day of last Month.
Areas of Moveware/Companies Affected:
•Accruals
•Client Specific – John Mason
226255 Receipt of private clients & Alert to Move Manager
Client Specific – Grospiron
Description of Functionality: When a receipt is created on a private client, the move manager of the removal will receive an alert
Description of Use: Create receipt for an invoice that is linked to a removal, and the client is a private client, and that the move manager is not blank on the removal, log in as move manager and check an alert is created
Areas of Moveware/Companies Affected:
•Receipting
•Clients Specific – Grospiron
Description of Functionality: Added a validation for Charge Type in Removal Product Setup to be mandatory
Description of Use: When users try to save on removal product setup screen without Charge Type, users will get a pop-up message- “Charge Type is blank” unless the charge type is selected.
Areas of Moveware/Companies Affected:
•Removal Product setup screen
•All clients
226507 Purchase Invoice
Description of Functionality: Within purchase invoice, if total is negative then owing will also be show as negative figure
Description of Use: Within purchase invoice, change total to negative, check that owing is also negative if hasn’t been paid
Areas of Moveware/Companies Affected:
•Purchase Invoice
•All clients
226637 System Parameter – Combined Invoicing from a Removals Job
Description of Functionality: Added system parameter ‘Allow combined invoicing on Costing’ which when enabled will allow users with security group ‘A’ to create combined invoicing from the costing screen on jobs.
This will give users an easier method of combining invoices on the same job.
Description of Use: Name: ‘Allow combined invoicing on cost option’ Found: Other tab
To test log in as a user with security group ‘A’ and you will be able to click on the ‘Post’ button from any cost option header.This will open up the combined costing invoicing screen and is pre-populated with the removal number.
Areas of Moveware/Companies Affected:
•Costing/Invoicing/ System Parameter
•All Clients
226674 System Parameter -Debtor & CRM Invoice Comments
Description of Functionality: Added system parameter to allow users to enter invoicing details against a debtor which will pull through to newly created invoices on this debtor which can then be edited specific to each invoicing without affecting the default invoicing details set against the debtor.
Description of Use: Name:’Show Invoice Details against Debtor’ Found: Debtors Tab. When set to ‘Y’, it will add an icon next to the comments section of the debtor management screen. Users can press this button to bring up a dialogue and enter details into this dialog. When clicking on the comments button next to the debtor name on an invoice, it will show the invoicing details entered against this debtor. This can be edited and saved against the invoice without affecting the default invoicing details comments against the debtor.
Areas of Moveware/Companies Affected:
•Debtors/Invoicing/System Parameters
•All Clients
226718 GL Journals Screen
Description of Functionality:The Journal screen will no longer refresh if another screen is opened. Filters will stay unless the refresh button is pressed.
Description of Use: Go to General Ledger Journals and add a filter. Navigate to another screen in Moveware and go back to the Journals screen. The page will keep the same filters upon returning.
Areas of Moveware/Companies Affected:
• G/L – Journals
• All Clients
226721 Bank Balance
Description of Functionality: On the receipt and payment screens, now the account combo will show account balance in the currency of the account. Originally it was only showing account number and name, account balance is added after the account name
Description of Use: Go to receipt and payment screen, check bank account combo now shows balance of account
Areas of Moveware/Companies Affected:
•Receipts
•All Clients
226742 Purchase Orders Change to Copy ID
Client Specific – Harrow Green
Description of Functionality: When a Purchase Order or Purchase Invoice is copied the flag field will now be cleared to 0
Description of Use: Within the Purchase Order screen make sure flag is set to 1, then copy the Purchase Order, check the flag is reset to 0
Areas of Moveware/Companies Affected:
•Purchase Orders
•Client Specific – Harrow Green
226827 Purchase Copy Changes
Client Specific – Anglo Pacific
Description of Functionality: Change to the pop up message when copy purchase, the popup will say “Copy charge No, Clear values Yes”. This will now NOT clear the removal Plan number as it has done previously
Description of Use: Previous function would clear the removal plan number
Areas of Moveware/Companies Affected:
•Purchase Order
•Client Specific – Anglo Pacific
226832 Waybill Fields
Client Specific – Anglo Pacific
Description of Functionality:
If a waybill is despatched, then despatch date and arrival date will be disabled for all uses except for security group A. A can still edit these Dates.
Areas of Moveware/Companies Affected:
•Waybill
•Client Specific – Anglo Pacific
226853 Purchases not in Costing
Description of Functionality: When the user adds a removal reference from purchase invoice screen, if the cost option is locked, they get the error cost option actual locked, cannot update removal, but the removal reference doesn’t get cleared on the purchase. The change is to clear the removal plan reference.
Description of Use: On a purchase invoice, add removal to the line, check that the removal cost option has actuals locked, the user will get error that removal cannot be updated, check that the reference is cleared on the purchase line
Areas of Moveware/Companies Affected:
•Purchase invoice
•All clients
Financials,Reports
224406 Direct Debit Export Report
Client Specific – Aussie Man & Van
Description of Functionality: When update direct debt invoice from invoice update (DD toggle ticked), previously the system was creating receipts and then changing the payment type for the customer, so previously if code 01 ‘first’, then it is changed to 17 ‘recurring’, and also the same behaviour from receipting screen. Change made to prevent this from happening
Description of Use: From Bank deposit screen, added a new toggle to show customers with Direct Debt type ‘first’ and ‘last’, which the user can use to export only those transactions and the output file will output 0 amount with code 0C and 0N instead of 01 and 19 Direct Debt type, export to bank
account will show 0 amount and codes 0C and 0N. After the export, customer with code ‘first’ is then updated to ‘recurring’. This does not
occur when receipting.
Areas of Moveware/Companies Affected:
•Receipting/ Bank deposit / Invoice update
•Client Specific – Aussie Man & Van
Infrastructure
214519 New Welcome Screen
Description of Functionality:
To setup, turn on system parameter use welcome screen on interface tab
Then in admin setup, go to news, add welcome screens from there of type welcome. The user can set start and end dates, and branches the welcome screen is run for. The contents can be edited here. When the user logs in who has branch set to match that setup on the welcome screen, and the date falls within the start and end dates specified, the welcome screen will come up. It can also be accessed from windows menu
Areas of Moveware/Companies Affected:
•New Screen
•All clients
224282 Bug Fix – First, Last, Next and Previous record buttons issue
Description of Functionality: Navigations buttons will now work properly, when click on a line that is not the first line, the back and first buttons are enabled, when going back into the first record, they become disabled. For speed reason when on last record the next and last buttons are still enabled (to get them disabled will slow down screen)
Description of Use: Any screen with navigation buttons, check if correctly configured.
Areas of Moveware/Companies Affected:
•All clients
Inventory
226157 Importing Inventory list
Description of Functionality: Added the ability to import furniture inventory list through the Data Import Screen
Description of Use: Please ask Moveware for data import template
Areas of Moveware/Companies Affected:
•Administration / Data Import
•All Client
Movesurvey
224831 Movesurvey 3 – Specific Enhancements
Description of Functionality: MoveSurvey for Windows 8
•The entry code and level fields for Grospiron will display correctly in the uplift and delivery sections.
•Grospiron only this will display the map code and the distance
Moveware Survey
•Entry code and Floor will appear in the comments field for uplift/delivery. Changes made here will sync back to Moveware.
Description of Use: The same as in Moveware.
Areas of Moveware/Companies Affected:
•MoveSurvey RT/ Moveware (send and receive)
•All Clients ( Grospiron specific functionality)
224898 Email in MoveSurvey
Description of Functionality: Added a field for user email in MoveSurvey
Description of Use: Will need to setup an email account in MoveSurvey if one is not set in Moveware
Areas of Moveware/Companies Affected:
•MoveSurvey users
•All Clients
225293 Reminder Pop-Up System Parameter
Description of Functionality: New System Parameter has been added to enable the pop up messages reminders that are popping up for every sync of a MoveSurvey job.
Description of Use: Name: ‘Notify MoveManager on Sync’ Tab :Interface
If the user wishes to use this feature, they need to set the ‘Notify MoveManager on Sync’ field to ‘Y’.
Areas of Moveware/Companies Affected:
•Movesurvey/System Parameter
•All Clients
MoveWeb
220570 Autoquote interface to Moveware
Client Specific – Anglo Pacific
Description of Functionality: When new quote comes in, the system will check the reference against the file reference on existing jobs, and instead of creating new jobs all the time, will create a new cost option on the existing job. The method and service will be left blank on the job detail, but are still used to determine which job type to create for the cost option. Cost options are tags with versions with the number that comes in with file reference
Areas of Moveware/Companies Affected:
•Auto quote Interface
•Client Specific – Anglo Pacific
Removals
138218 Cost Option -Assigning work to other branches
Client Specific – Harrow Green
Description of Functionality: Costing tab when costing is locked will still be able to update branch. Previously if cost option is locked, nothing can be updated.
Description of Use: Go to removal costing tab, lock cost option (any stage of locking), then update branch. All other fields will be locked on cost option.
Previously fields are not locked but when update the message ‘cost option is finalised’ comes up. Now the fields are locked except branch and update is allowed
Areas of Moveware/Companies Affected:
•Cost option
•Client Specific- Harrow Green
215776 Store port, destination and volume with selected costing
Client Specific- Anglo Pacfic
Description of Functionality: When a job is won, the selected cost option (assume there will always only be one), 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 will 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:
•Costings
•Client Specific -Anglo Pacfic
217351 Costing – Actual Fitter costs
Client Specific- Harrow Green
Description of Functionality: For an actual resource (costing flag N), if it is set with a cost type, and that cost type (costing Y) is linked to a creditor product, then it will look up the creditor product linked to the cost type inventory item. An actual resource will not be linked directly to a creditor product.
Description of Use: Set up labour inventory item (costing N) with a cost type, then set that cost type inventory (costing Y) with a creditor product, then the actual labour inventory will come to costing under that creditor product. Same works for vehicles
Areas of Moveware/Companies Affected:
•Costings
•Client Specific -Harrow Green
217662 International Rate Request – Increased Search Speed
Description of Functionality: From the rate request screen, if the user filters by agent, they can now double click to select the exact agent, and it speeds up the search if the agent is exact.
Areas of Moveware/Companies Affected:
•Rate Request
•All clients
218540 Diary – Crate Actions Event log
Description of Functionality: Additional Event Logging in regards to Crating:
When Qty Act is updated
When diary is completed
Areas of Moveware/Companies Affected:
•All clients
218653 Calculations on Export/Imports Tabs
Client Specific- Oman
Description of Functionality: Export waybill report now shows gross weight in kgs only
Areas of Moveware/Companies Affected:
•Export/ Import Tab
•All Clients
219341 Job Type Creator – Calendar look up in Date field
Description of Functionality: Changed on JTC so the date field shows ‘ / / ‘ and a Calendar Lookup
Areas of Moveware/Companies Affected:
•Job Type Creator
•All clients
220480 Bug Fix- Cost Option Approval Levels
Description of Functionality: Fixed a bug with the cost option must be locked when printing quote system parameter so that so that it works when the ‘Quote created from costing, invoicing or both’ is set to ‘C’ (i.e. cost centre dependent).
Description of Use: Approving cost option levels.
Areas of Moveware/Companies Affected:
•All clients
•Costing
220541 Item 7. Volume Change
Client Specific- KHZ
Description of Functionality:
Point 1. Volume & Volume Change Field Locked at W Stage and can only edited by Ops staff. With the Exception of Job Type EXT, they
can be edited by Move Manager. Volume change is always un-editable – the Volume Change will be updated from the Verify/Update volume process – but will need to allow the editing of this field by Admin Staff Only.
Point 2. In the Ops Diary Add an Icon to Verify/Update Volume – The Ops Staff would be only staff able to use this icon, when highlighted on the job they would select icon and get a field to re-enter/verify volume, once they press okay the old volume will update the Volume change field and the new volume will update volume field.
Point 3 If point 2 has not been done (the volume change field is still blank) 24 hours after UPLIFT throw up an alert in the Job the until it has been done 24 hours after Delivery on the case of Imports. Also the Volume field will highlight pink in the Ops Diary and the Details page of the jpg.
Point 4 – In the case of EXT Type Jobs the Move Manager can edit Volume by double clicking on the Volume field.
Point 5 – Once the Volume Change Field has been populated and IF there is a difference between Net Volume & Volume Change – A warning/Alert/Reminder warning the Move Manager of the discrepancy the Move manger must complete the Alert with a note field to add
comments. Once the Move manager completes the Warning – the result registered in the event log/Job Diary? Also added a report to show volume changes
Areas of Moveware/Companies Affected:
•Client Specific – KHZ Only
•Removals
• Diary
223834 Freight Management (Baggage) – Random Calendar Icon
Description of Functionality: Calendar icon now appears on the job type creator from baggage screen
Description of Use: Setting Dates in job type creator can be done by calendar control
Areas of Moveware/Companies Affected:
•Job Type Creator
•Baggage Screen
•All Clients
223869 When creating a PO from the Job can we save the PO on the Job
Client Specific- Matco
Description of Functionality: When PDF a PO document, originally the file is saved to the creditor folder, now it also saves to removal folder if removal is linked to PO. Furthermore an email sent diary action is also added to the removal, as it originally only added to creditor.
Description of Use: PDF and email a PO document, check that it is saved in removal folder, and email diary also added to removal
Areas of Moveware/Companies Affected:
•Client Specific – Matco
•Reports
224098 Costing Enchancement – Volume Based Calc Types
Description of Functionality: You can now specify which calc types in rate requests are volume based so that when changing the est cost, the est qty remains the same whilst the rate is automatically changed accordingly. The Est Qty column becomes un-editable under this case.
Description of Use: This is driven by:
- ‘Edit Rate instead Qty’ System parameter needs to be turned on (under Other -> costing)
- The rate types that are volume based needs to be set in codes management (Volume Based field needs to be set to ‘Y’.
Areas of Moveware/Companies Affected:
•All Clients
•Costing
224245 Add Export tab for cost centre DO
Client Specific- Links
Description of Functionality: Removal Export tab now available on jobs of type ‘DO’.
Areas of Moveware/Companies Affected:
•Client Specific – Links
•Removals
224291 Closing File: Check for unresolved claims
Client Specific- Packimpex
Description of Functionality: The functionality is to check if claim is resolved or cancelled before closing a job
Description of Use: On search screen, trying to set to job with unresolved and not cancelled claim to closed, the user will get an error message “Claim must be resolved or cancelled in order to close the job”.
Areas of Moveware/Companies Affected:
•Client Specific – Packimpex
•Removals Search Screen
224320 Removal Search – Filter for Corporate Account Manager – All Screen Sizes
Description of Functionality: Add a filter for Corporate Account Manager on a search screen for every screen size. Previously filter was only available for 1024×768 size setting.
Description of Use: This search field is on search screen of removal management. The field is filtering the account manager of the corporate linked to the job.
Areas of Moveware/Companies Affected:
•All Clients
•Removal Search
224645 Deleting Diary action linked with Key Action Change.
Description of Functionality: When users delete a diary action that has a valid key action set as Pack, Delivery, or Uplift, time and date of removal will be removed accordingly. Previously the date in details screen will not be removed when the diary action with the key action is deleted.
Description of Use: This is applied with diary action tab next to details tab
This feature will be applied as a default without the parameter
Time and date of removals will be updated according to diary actions of the removals even the diary action is deleted.
Areas of Moveware/Companies Affected:
•All Clients
•Removal Diary
224662 New System parameter – Update Volume on Invoices
Description of Functionality: Added system parameter under Debtors tab (invoicing section) called ‘Update Volume on Invoices’. When set to ‘Y’, invoice volume will change accordingly to the linked cost option volume.
Description of Use: Set ‘Update Volume on Invoices’ to ‘Y’. Change Volume on the linked cost option of an invoice. The invoice volume will update accordingly. The volume on the invoice will show in Cuft or M3 depending on the system parameter ‘Volumes Entered in Cubic Feet’
Areas of Moveware/Companies Affected:
•All Clients
•Debtor Invoicing
224736 New System parameter – Use Source based Rates
Description of Functionality: Added a system parameter in the creditors tab under costing called ‘Use Source Based Rates’. When turned on this system parameter filters cost rates based on the source/referral code set against the creditor with those set against a job/removal so that it will prevent the usage of the creditor rates if the source code on the creditor does not match the source code on the job. Multiple source codes can be set against the creditor.
Description of Use:
- Under System Parameters -> Creditors Tab -> Costing Section, set ‘Use Source Based Rates’ to ‘Y’.
- Users will now see an additional field in creditor details screen under product called ‘source’ (or referral, promo, etc. depending on what
the system is set to call Referral). - When the system calculates rates based on the creditor assigned to the cost line, there will be an extra validation which will only pull
through the creditor rates if the source set on the creditor matches the source set against the job.
Areas of Moveware/Companies Affected:
•All Clients
•Removals
•Creditors
•Costing
224785 Added Warning on the Post of the Invoice if Invoice is unlinked from Cost Option
Client Specific – Grospiron
Description of Functionality: Upon posting an invoice, either to assign an invoice number or to post to A status – if the invoice is unlinked to the cost option a warning message will appear to stop the invoice posting from continuing.
Description of Use: Go to an invoice that is unlinked to the cost option, post either to status A or assign invoice number, a warning will come up and will not allow the post.
Areas of Moveware/Companies Affected:
•Client Specific – Grospiron
•Invoice
224792 Access field available in Removal Multiple Address Popup Screen
Description of Functionality: Added the ‘Access’ field in the extra address pop-up.
Description of Use:
- In removals details screen double click in the 1st line of the address pop-up field.
- There will now be an access field in the pop up down the bottom.
Areas of Moveware/Companies Affected:
•All Clients
•Removals
225059 Removal Costing – Disable Description field
Client Specific – John Mason
Description of Functionality: The removal costing screen, now disabled edit of description field even when cost option is unlocked
Description of Use: Removal management, costing screen. The description field will not be editable when cost option is unlocked
Areas of Moveware/Companies Affected:
•Client Specific – John mason
•Costing
225233 Loss Jobs – Set ‘Close Removal’ Default Value
Client Specific – Grospiron
Description of Functionality: When setting a job to Loss, the “close removal” field in the reason for lost or cancellation screen will be ‘Yes’ by default. It previously selected “No”
Areas of Moveware/Companies Affected:
•Client Specific – Grospiron
•Removals
225396 Removal Search Screen – Waybill Search Bug Fix
Description of Functionality: Added the ability to search for removals that are on multiple waybills using the waybill/manifest filter in the removals search screen.
Description of Use: Previously, the Waybill/Manifest filter in the removals search screen will only return jobs that are solely on this waybill. Was not catering for jobs that were part of more than one waybill/manifest.
Now, users will be able to find jobs that are on several waybills using any of those waybill numbers.
Areas of Moveware/Companies Affected:
• All Clients
• Removals Search
225485 MoveSurvey – Added Event Logging
Description of Functionality: When a job is synced back to Moveware from MoveSurvey, the event log will now detail the items changed in the job. This is only for updated jobs, and not for new jobs that have been added in MoveSurvey (as nothing has changed)
Description of Use: In the event log, the event ‘Removal Plan details updated from MoveSurvey data import’ now has extra logging information. There is no setup required.
Areas of Moveware/Companies Affected:
• All Clients
• MoveSurvey
225495 New CRM account Search Filter in Jobs Details
Description of Functionality: Corporate Account Manager filter (C.Mgr) is now available to every screen size resolution. It previously worked with 1024 by 768 screen size.
Description of Use: The filter will be placed next to “Ent By” Filter at the bottom of removals search screen.
Areas of Moveware/Companies Affected:
• All Clients
•Removals Search
225641 Rate Request Search – Speed Improvements
Description of Functionality: Speed improvements in Rate Request – when searching by from agent, to agent & booking agent. Speed improvements when posting purchases.
Areas of Moveware/Companies Affected:
• All Clients
• Rate Request
• Creditor Purchases
225708 Jobs screen opens several sessions bug fix
Description of Functionality: When click on removal management screen, it keeps opening up new windows (can check under windows there are multiple removal windows). This only happened if a company renames removals to something else e.g. Jobs
Description of Use: Click removal management, then click again, go into windows there will be only one removal window.
Areas of Moveware/Companies Affected:
• Clients who have ‘Removal Name’ in system parameters set to a value
• Removals
225734 Costing – Est. Date disappears when raising a Purchase Order bug fix
Description of Functionality: There was an issue when posting a PO on the costing, the screen refreshes to show the first cost line’s est date etc at the bottom. This is now fixed to show the correct cost line at bottom.
Description of Use: Go to a costing, and add a PO, make sure it is not the first cost line on screen, then check that the bottom screen is refreshed correctly.
Areas of Moveware/Companies Affected:
• All Clients
• Costing
225746 System Parameter – Validate Sales Rep Enhancement
Description of Functionality: For system parameter “Validate salerep”, added two new states
B (to update salesrep from biller customer account rep)
C (to update salesrep from corporate customer account rep)
The update only occurs when the salerep field is blank, if it has already been filled, then no update will occur.
Description of Use: Set the system parameter to B, make sure customer has account rep set,
1, the salerep is blank, add this biller to a removal, check removal salesrep is updated
2, the salerep already filled, add this biller and check salesrep unchanged.
Set the system parameter to C,
1, salesrep is blank, add the same customer as a corporate to the removal, check removal salesrep is updated.
2, salesrep is already filled, add the customer as corporate, check removal salesrep is unchanged
Areas of Moveware/Companies Affected:
• All Clients
• Removals
225793 Not pulling branch specific removals number
Description of Functionality: Originally when system parameter ‘use branch based r/p number’ is set to Y and use display branch is set to Y, the r/p number is based on the display branch. Now the system allows to set ‘use branch based r/p number’ to B, which will look at branch instead of display branch (if use display branch is set, otherwise no change) Also for Cadogan Tate, set removal number to 7 digits.
Description of Use: Set system parameter use branch based r/p number to B, and display branch to Y, and set removal numbers in branches (not display branches), and test on creating removal, the system will set removal number based on the branch and update removal number of the
branch.
Areas of Moveware/Companies Affected:
•All Clients / Cadogan Tate
•Removals
225852 Colour of Claim Tab Enhancement
Client Specific – Packimpex
Description of Functionality: On Removals screen, claim tab could be green whenever the claim is resolved. Previously, it was showing only red whether a claim is resolved or not
Description of Use: Removals screen.
To see if this is activated, change the claim of the job to be resolved and claim type must be ‘Claim’ not feedback or else.
Areas of Moveware/Companies Affected:
•Client Specific – Packimpex
•Removals
225947 Removals Screen Search Screen by Waybill Enhancement
Client Specific – John Mason
Description of Functionality: Removal search screen, when filtering by waybilll, the removals will now list in order of removal number.
Note: This slows down the screen
Description of Use: Go to removal screen, enter a waybill number and check the removals listed are in order of removal number
Areas of Moveware/Companies Affected:
•Client Specific – John Mason
•Removals
226081 New Function Shortcut Key – Baggage Management Screen (Shift – F12)
Description of Functionality: Pressing Shift-F12 key will now open the Baggage Management Screen.
Areas of Moveware/Companies Affected:
•All Clients
226087 Change to Job status lifecycle
Client Specific – Anglo
Description of Functionality: When changing removal status, now adds new validation
Original status Allow change to Password required
U N, I, P W, L, C
N I, P U, W, L, C
I P, W, L U, N, C
P with type = EXB I, W, L, C U, N
P with type <> EXB I, W, L U, N, C
W None U, N, I, P, L, C
L None U, N, I, P, W, C
C None U, N, I, P, W, L
Password is the same as for changing removal status in branch setup.
Description of Use: Change status of removal from I to U for example, it will ask for password, and not allow the removal to be saved if password incorrect.
Areas of Moveware/Companies Affected:
•Client Specific – Anglo
•Removals
•Baggage
226115 Baggage Services List now filtered by Removal Type
Description of Functionality: In codes management, code type “im service” – can set to appear for default types, which means if a type is not in the list, then for any jobs with this type, the service combo will not contain this service. This was working on the removal management screen but not on baggage screen. It is now fixed. Also there is an Exclude Types field on the service setup, so if a type is excluded, even if it is in the default type, any jobs with this type will not have this service shown in the combo. This is useful when there are too many types in default type list and user wants to quickly exclude a type.
Description of Use: Go to codes management, select im service, then set default and exclude types, check on the jobs with these types that this service is shown/not shown in the service combo
Areas of Moveware/Companies Affected:
•All Clients
•Baggage Screen
226227 Credit Note Created for Cost Option – Accrual Status Change
Description of Functionality: On the costing screen, when a credit note is created for a cost option, the original cost option will have all the accrual costs ‘A’ closed to ‘C’ with today’s date
Description of Use: Go to a cost option with some actual costs A, create a credit cost option, check the original cost option has all its accruals set to closed (C) and today’s date filled in.
Areas of Moveware/Companies Affected:
•Clients using credit cost options
•Costing
226253 Removal Insured By Default / Colouring Enhancement
General Release / Client Specific – Grospiron
Description of Functionality: Grospiron – From customer profile screen, the insurance field will set the removal insured by field once biller is selected. All Clients – Added the possibility to set colour in ‘insured by’ type codes, can be shown on removal detail screen (new removal screen only)
Description of Use: Go to CRM, profile screen, setup insurance field, in removal, select this debtor as biller, then check insurance is updated to that of the debtor. In codes management, insured by type code, set up colour for ‘client self-insured’; to yellow, go to a job select insurance to client self-
insured, check the colour is now yellow.
Areas of Moveware/Companies Affected:
•Client Specific – Grospiron
•All Clients – Coloring
226479 Updated Tool Tip when Hovering over First Name and Last name field in Removals Management
Description of Functionality: When Hovering over the Client field in Removals Management Details Page the text in the Popup has been amended to “Name of Uplift Client (e.g. Surname)”.
Areas of Moveware/Companies Affected:
•All Clients
•Removals
226559 Operations Diary – Volume Update Button Security Access Change
Client Specific – KHZ
Description of Functionality: On big diary, only operations stuff (O or %) will be able to see the volume update button
Description of Use: Set company code to KHZ, and check that vol update button is not visible unless user has 5 or O security groups
Areas of Moveware/Companies Affected:
•Client Specific – KHZ
•Operations Diary
226573 Removal Bill To Company Lookup Change
Client Specific – Anglo
Description of Functionality: When using the biller lookup from removal detail screen, the lookup will default to active users and the status filter will be disabled
Description of Use: From removal detail screen, double click biller field to bring up lookup, check the status is set to active and that it is disabled
Areas of Moveware/Companies Affected:
•Client Specific – Anglo
•Removals
226611 Archive Number to use for Old Reference
Client Specific – Elliott / Elliott Relocations
Description of Functionality: Introduce Archive Number field into Details Tab and relabelled to *Cold Ref# and took away the auto allocation of the Archive number so it is manual entry field.
Also added in the ability to filter in search screen by both File and Archive Number by introducing a toggle in the file field between both
fields.
Description of Use: Change occurred in Removals Details and Search Screen and enables to enter a manual Archive *Old Ref No and Search for that number in the search screen.
Areas of Moveware/Companies Affected:
•Client Specific – Elliot / Elliott Relocations
• Removals
226684 Branch Security – Creditor / Invoice Costing Lines
Description of Functionality: Branch security missing for Creditor and Invoice buttons on costing lines. Have now added in. So if a user does not have write security to cost branch, they are not allowed to assign creditor or to post invoices.
Description of Use: Costing screen, assign a creditor or post an invoice for a cost line with a branch that the user does not have write security to, the user will not be able to perform these actions.
Areas of Moveware/Companies Affected:
• All Clients
• Costing
226703 Jobs – Diary – deleted diary with assigned actions
Client Specific – Harrow Green
Description of Functionality: HG only, if a diary action has actuals assigned then do not allow deletion of this diary action
Description of Use: Delete a diary action that has actuals on it, the user will be getting an error message, there are actuals assigned cannot delete
Areas of Moveware/Companies Affected:
•Client Specific – Harrow Green
•Diary
226739 Removal Details Screen – Copy Button Change
Client Specific – John Mason
Description of Functionality: When copying a job from the front screen, uplift, follow-up, and delivery dates will be removed unless the copy diary action is selected.
Previously, it would keep the dates in there unless the job is unlinked and copy diary action not selected.
Description of Use: Users need to un-tick the copy diary action toggle when copying a job from the front screen. The dates of the new job will be cleared.
Areas of Moveware/Companies Affected:
•Client Specific – John Mason
•Removals
226741 Cost Centre Management Enhancement
Description of Functionality: Added a new field in Cost Centre management to allow companies to limit the display of values in the removal type lookup. Currently only effects the selection of removal type in the removals details page
Description of Use: Limits the cost centres displayed in removals.
Areas of Moveware/Companies Affected:
•All Clients
•Cost Centre Management
•Removals
226755 Removals Waybill Plan Field – Lookup now filters by Removals Type
Description of Functionality: When double clicking at waybill plan field in Removals Details screen, include/exclude fields in codes management are fully considered to display/hide certain waybill plan values depending on removal type. Previously the waybill plan lookup would bring the list regardless of the type of job.
Description of Use: The field is in the right column called waybill plan (next to the Shipped field). When double-clicking the field, the lookup list is filtered by the type of job
Areas of Moveware/Companies Affected:
•All Clients
•Removals
226758 Postcode column in search screen.
Description of Functionality: In Removals Management Search screen if origin address is GB we added the display of the postcode to the origin address
Description of Use: Finding a removal by using the postcode
Areas of Moveware/Companies Affected:
•All UK Clients
•Removals
226828 Print single Quote Option
Description of Functionality: Quote report can now be printed with a selected cost option. Previously, users cannot select a specific cost option for the report. The report would be generated with ever cost option available in the job.
Description of Use: When selecting a report from removals management (main screen), there will be a pop up ask users if they want to print only selected cost option or all. To activate this feature, users must put “option select” in the filter of report configuration. Users will get the report with only one cost option detail if select ‘yes’. On the other hand, every cost option will be produced, if ‘no’ is selected.
Areas of Moveware/Companies Affected:
Report drop-down menu of Removal Management screen. For every company. The trigger is putting “option select” in the filter of the report configuration
226886 Service and method mandatory on Baggage Screen
Client Specific – Anglo
Description of Functionality: On baggage screen, if removal is set to status W – service, method and type is mandatory to save record.
Description of Use: In baggage screen, changes status to W, and leave service or method or type as blank, there will be an error saying service is blank or method is blank or type is blank.
Areas of Moveware/Companies Affected:
•Client Specific – Anglo
•Baggage
Reports
220995 New Report – Underpayments, Overpayments and Deposits Paid
Description of Functionality: Created the ‘Invoice and Receipts by Removal’ report and placed it in the reporting screen under Debtors -> Invoicing -> Invoice and Receipts by Removal.
Description of Use: This report is a variation of the Invoice Summary report, however, it lists the receipts paid against each invoice and can filter out invoices of certain balances.
- Tick the ‘Show Transactions’ toggle to show the payments against the invoices.
- Use the ‘Print Zero/Negative Balances’ and ‘Balances Greater than’ filters to hide/show invoices that of certain balances.
Areas of Moveware/Companies Affected:
•Reports
•All Clients
221061 Reports – New Word Merge fields – Diary action details
Description of Functionality: Word Merge Fields: Added DiaryResourceIncludeOther and DiaryCostIncludeOther to include other resources
Description of Use: New Word Merge fields:
DiaryResourceIncludeOther and DiaryCostIncludeOther
Based on DiaryResource and DiaryCost but include other resources
Areas of Moveware/Companies Affected:
•Report
•All Clients
221062 Reports – Word merge fields – Change to Uplift / Uplift 1 etc.
Description of Functionality: Merge field and will use first diary action, not last
Description of Use: Merging data into word documents will use the first diary action for uplift dates rather than the last.
Areas of Moveware/Companies Affected:
•Reports
•All Clients
221528 New Reciprocity/Booking Agent Reports
Description of Functionality: Two new Booking Agent reports with more grouping options as well as ability to compare reciprocity with previous year have been added. The reports are:
- Booking Agent Summary New
- Booking Agent Summary by Agent Group
Description of Use: The new reports have been added to the Analysis tab of the Reporting screen and have the following new features:
The far right hand column of the report in the Agent groupings shows the reciprocity in terms of the ratio of the total Lbs. of jobs booked by
the agent compared to the total Lbs. of jobs booked by ‘us’. How the report determines which agents are ‘Us’ is that any agents linked to the branches are considered ‘Us’.
If the reciprocity ratio is greater than the default ratio specified, then it will turn red. To specify the default ratio for specific agents, just use the reciprocity fields in the agent details page, to specify default reciprocity for agent groups, there is a specific field in codes management for Int Groups called reciprocity, the format will be “2 : 1” where 2 is the reciprocity from agents and 1 is reciprocity from us.
Another feature is that you can specify main groups for agents, e.g. Asian tiger china & Asian tiger Japan can both be specified to fall under the Asian Tiger main group which means that if an Export job was booked by Asian Tiger China yet the destination agent was Asian Tiger Japan, it will group this job still under both Asian Tiger China & Asian Tiger Japan rather than a 3rd party job. To specify a Main agent group, on the Agents screen, double click on the group in the Group Membership list and the name will appear in bold text.
There is now a toggle on the Report Management screen called ‘Show Previous Year’ which shows the totals against groupings on the figures for 365 days prior to the period the user has defined when running the report. This allows the user to compare the current figures with the previous year’s figures.
Areas of Moveware/Companies Affected:
•Reports
•All Clients
222615 Statements – Crystal
Description of Functionality: Standard Statement Report Change – Date From filter implemented. Report will now display opening balances IF the report uses ‘Date From’ and ‘Date To’ filter. Previously did not show Opening Balance line.
Description of Use: Only affects clients who run the standard Statement Report Crystal version and that have both date from and date to filters enabled. Moveware Support can enable filters if requested.
Areas of Moveware/Companies Affected:
•Reports
•Selected Clients – Client’s who use our standard Statement Report (Crystal version only).
223926 Payment Summary report – Multiple Print Added
Description of Functionality: Payment Summary report – Multiple Print enabled
Users now have the option to easily generate and email the payment summary report for each employee via the multiple print method.
Description of Use: When generating the report via the Reports Screen – ensure ‘Multiple Print’ is set to Yes and select the email or pdf option accordingly. System will then create a pdf for each record and send to the respective employee email addresses.
Areas of Moveware/Companies Affected:
•Australian Clients
•Reports
223959 Windows 8, Office 2013 and Moveware testing
Description of Functionality: Word Merge Templates – Now compatible with Word 2013. Previously generating a word quote from a template with Office 2013 installed would cause errors.
Areas of Moveware/Companies Affected:
•All Clients
•Reports
224233 System Parameter – Open Up Comments in Debtor Management JT
Description of Functionality: Add new system parameter on ‘Other’ tab under Job Types section: “Open comments in Debtor Managemen JT”, which allows users to update comments under debtor job types comments field to be different to the job types setup comments. If different the comments
background will show as pink, and if user deletes the comment then will pull form default comments again. Another change is customer rates, show removal product on top of screen if non DS jobs, otherwise shows customer description, and on mouse over shows the full description
Description of Use: Customer job type screen, edit comments field, check that it is a saved and turns pink if different to job type default comment, delete it and check it pulls default comments in.
Areas of Moveware/Companies Affected:
•All Clients
•Reports
224327 New filter added to “Labour By Usage TimeSheet” Report
Client Specific – Grospiron / Packimpex
Description of Functionality: Added a timesheet filter for “labour usage by timesheet (non-RP)”. This will allow users to filter labour by types of Timesheet.
Description of Use: This filter can be found in report section. Users need to add “paycat” in the filter of report configuration. This only works with Labour Usage by Timesheet (non-RP)
Areas of Moveware/Companies Affected:
•Clients Specific – Grospiron / Packimpex
•Reports
224793 Reports – Filter by Multiple Job Status on Removal/Job Summary Reports
Description of Functionality: Allow the selection of multiple job status for Removal/Job summary reports.
Description of Use: Previously you could only run the removal summary report filtering by a single removal status (e.g. W). You can now run the report by more than one status (e.g. W,P).
This applies to removal summary and similar reports.
Areas of Moveware/Companies Affected:
• Reports
• All Clients
225007C DSP Needs Button Enhancement
Description of Functionality: In the DSP Screen, the DSP Needs button can now be enabled by added a link to the appropriate XML System Code. This will then make the button visible and take the user to the designated web link in their web browser.
Description of Use: To enable, add a code to their system:
Type: XML System
Code: DSP
Comments: Web link in the form- https://.moveconnect.com/go/index.aspx
Where is their unique code.
Areas of Moveware/Companies Affected:
• Clients using DSP and Needs Analysis
225079 Statement of account
Client Specific – Oman
Description of Functionality: Making a customized Statement report to show the detail line when running from Debtor Management. Previously, running the report from Debtor Management generated the report differently compared with running from Report section. (Only
show Opening Balance line)
Description of Use: Running the statement report from Debtor Management screen. The user will be able to see the detail line of the statement broken down even running it from Debtor Management
Areas of Moveware/Companies Affected:
• Client Specific – Oman
• Reports
225328 Report filters – pressing enter will now display lookup
Description of Functionality: Report filters – Pressing Enter Key Will Display Lookup Table. In Reports Screen, added ability for certain filters (From/To/Customer Name/Creditor Name) to invoke the lookup table when the Enter key is used. Previously user would have to double click on the filter with a mouse for lookup table to appear.
Areas of Moveware/Companies Affected:
• All Clients
• Reports
225756 Emailing Statements – Multiple Print Change
Description of Functionality: Statement – Multiple Print
When generating statements via the use of multiple print, take into account the ‘Print Zero Balance/Print negative balances/balances
greater than’ report filters. Prior to this, multiple print would only generate for customers with balances greater than zero, regardless of values entered in report filters.
Areas of Moveware/Companies Affected:
• All Clients
• Reports
226107 Printing in Debtors Management
Description of Functionality: Statements – New Date Prompt when Generating from Debtors Management.
Generating a Statement from Debtors Management will prompt user to enter in a statement date to. Previously the report would automatically generate assigning the Statement Date To as the date the report is run (i.e. today’s date). Note: Change only applies to companies which use a Crystal Report version of the Statement report.
Areas of Moveware/Companies Affected:
• Clients with Crystal Version of Statement Report
• Reports
227236 Report Filters – Corporate Filter
Description of Functionality: Added a ‘Corporate’ filter in report configuration to allow the user to set reports specific to certain corporates. The system will then only show those reports when the specified corporate account matching those set against the report configuration is selected on a job. This filter can be used to filter multiple corporate accounts. E.g. Show report for Corporate accounts 1, 3, 5 etc. If the Use Tariff Debtors system parameter is turned on then it will filter by tariff accounts instead using the above logic but against tariff accounts set against the job.
Areas of Moveware/Companies Affected:
• All
• Removals Reports
Storage
216225 Storage – Storage Invoicing – Wildcard search in Account filter
Description of Functionality: In Storage invoicing screen, Account filter now caters for wildcard searches.
Description of Use: In Storage invoicing screen, add ‘*’ at the start of your ‘Account’ filter search to return storage accounts whose account name contains the value filtered
Areas of Moveware/Companies Affected:
• All Clients
• Storage
217611 Storage Invoicing Changes
General Release / Client Specific – KHZ
Description of Functionality: Add a new field ‘Rev Grp’ on the customer detail tab, for rate revision group. This is only mandatory for KHZ.
Description of Use: This field will then come through to storage screen when the customer is selected for the storage. Added validation for rev group on the storage for KHZ also. Also for KHZ, remove date in the detail invoice lines for storage invoices, but keep the date in the invoice header.
For KHZ, when producing combined storage invoice, always set One column to Y so all the detail lines will be combined not he printed invoice.
Areas of Moveware/Companies Affected:
• All Clients – Revision Group Change
• Client Specific – KHZ for validation
223363 Storage Rate Revision – Show/Hide Insurance Products
Description of Functionality: Toggle added to the Storage Rate Revision screen that will exclude all the removal/job products that are flagged as an insurance product (Product Type = I). This toggle will remove all such products from the list displayed so they will not be included in the rate revision.
Description of Use: In storage rate revision screen the user can select the toggle labelled Exclude Insurance. This will run a filter of the list and exclude the removal/job products that are flagged as product type = I.
Areas of Moveware/Companies Affected:
• All Clients – Companies that calculate their storage insurance as a percentage
• Storage
225994 Storage Rate Revision – Check Added
Description of Functionality: Added a check in rate revision screen, when the user update rate revision, if the rates have been changed by other users through storage management, then there will be a message popup saying rates have been changed, and the user needs to refresh and create rates again
Description of Use: In rates revision screen, do a create rates, open another Moveware window and go to storage management, find a storage that is under rate revision and update the rates. Now go back to rate revision screen and update, there will be a popup saying rates have been changed, and user needs to refresh and create rates again
Areas of Moveware/Companies Affected:
• All Clients
• Storage Rate Revision
Waybills
224791 New System Parameter – “Show Consignee, Notify”
Description of Functionality: Added a system parameter ‘Show Consignee, Notify’ in the waybills section (under other tab) which enables the Consignee & notify sections in the waybill details screen and also hides the allowance fields to make room (the allowance fields can be hidden anyway via the ‘Hide Allowance fields’ system parameter.
Description of Use:
- Turn on the ‘Show Consignee, Notify’ system parameter under Other -> Waybills.
- Restart Moveware
- Users will now see 3 fields ‘Consignee, Notify & Comments’ at the bottom right hand corner of the Details tab in Waybills/Manifests.
Please note that if the company utilises the allowance fields then this might not be a good feature to turn on as it hides the allowance fields
to make room.
Areas of Moveware/Companies Affected:
• All Clients
• Waybill/Manifest
225581 NES – New Field – Declaration Date
Description of Functionality: On waybill NES screen, added a new field Declaration Date. This date is defaulted to today’s date, but allows the users to change it. The year of this date will be used when declaration is sent as part of “RFF/DEC506:1154 Declaration Unique Consg Ref”
Description of Use: Waybill customs screen, now the user can change the declaration date
Areas of Moveware/Companies Affected:
• Clients who use NES/Customs feature
225976 Waybill Inventory – Validation Change
Client Specific – Grospiron
Description of Functionality: Do not validate waybill inventory when dispatching a waybill for ROAD shipments
Description of Use: When dispatching the waybill, it currently does not allow user to dispatch it if there are no waybill inventory (e.g. container, trucks) entered. This is now bypassed for GRO when the waybill service is set to anything beginning with ‘ROAD’ or ‘LOCALBLANKET’.
Areas of Moveware/Companies Affected:
• Client Specific – Grospiron
• Waybills