Moveware Version 5.8 Release Notes

Moveware Release Notes
Version 5.8
Upgrade Rollout: Oct/Nov 2013
Release Notes Generated: 2013

Admin

224884C Added <Cost Option Transit Time> merge field for Email/paragraphs.

Description of Functionality: Added <Cost Option Transit Time> merge field for email/paragraphs.

Description of Use: This merge field is handy for the default cost option details section to bring in the transit time of the cost option. It merges against the transit time set against the destination country code of the cost option whilst looking at the cost option service type to determine which transit time it uses (i.e. one of air, groupage, LCL or default).

224884E Enhanced Data Import Features

Description of Functionality: Added locations import which caters for the new module storage interface & added following import fields & functionality (under Administration -> Utilities -> Data Import:

Creditors import: credit controller import field added
Debtors import: tax type & credit limit import fields added
Ability to output the import template to c:\temp\

Description of Use: In order to create an import spreadsheet template, drop the type combo down to the import file needed and click on the Excel button at the bottom or the screen. The following prompt will let you know where the import template has been saved to.

225747 System Parameter – Added ability to use both MMDDYY and DDMMYY date formats on one Database

Description of Functionality: Modified the system parameter ‘Use MM/DD/YY Date Format’ so that ‘B’ can be used to denote ‘Both’ formats. Each employee can then be customised to use their own preferred date format through the employee management screen which will effect date formats in parts of Moveware and reporting.

Note: In order to fully utilise the ‘B’ option, different Moveware shortcut needs to be setup for users on different date formats. This is so that date formats are pointing at the correct config file which drives the date format selected by the user.

N.B.: If users get a ‘bad date format string’ when running reports with the new settings then ensure that their windows account is customised to match the same date format as set within Moveware. I.e. you cannot use MMDDYY format if your windows account is set to use DDMMYY format.

Description of Use:

Set System Parameter ‘Use MM/DD/YY Date Format’ to ‘B’.
Under Employee Management -> Details -> Set ‘Use MM/DD/YYYY’ to ‘Y’ for users that wish to use this format.
Steps below should be done by a Moveware support staff:
Create a copy of the removals.pf file under the Moveware company folder and modify the -d parameter to mdy (or dmy if it was previously mdy).
Create a new Moveware shortcut and change removals.pf to the newly created PF file under the ‘Target’ field of its properties.
Users wishing to use the alternative date format should use this new shortcut and users who wish to stick to the current date format should continue to use the current Moveware shortcut and ensure that their ‘Use MM/DD/YYYY’ is set to ‘N’.

227124 New Appointment Diary

Description of Functionality: New Appointment Diary

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 & height of columns & rows
Group by staff or group by date
highlighting the selected date for easier find

227641 New Contacts management Screen

Description of Functionality: Added the ‘Customer Contacts’ Management screen which will allow users to see all contacts belonging to Debtors, Creditors, Agents & Removals (i.e. addresses) in one screen.

This screen allows users to edit those contacts by double clicking on the individual lines as well as allowing user to move contacts from one account to another.

Also added event logging against contacts. This screen can be accessed from the Sales screen

227848 Bug Fix – Log in Error

Client Specific – Excess

Description of Functionality: Changed login screen to put the hostname.txt file in C:\temp when the client is excess, this is due to security issues on the file share server.

Areas of Moveware/Companies Affected: Excess only change

227951 Bug Fix – Dairy Action Scroll – Lost the Bottom Arrow Down

Description of Functionality: Added screen resolution adjustment for the diary management screen, so that the top can list more diary actions for a larger screen size

228302 Add ability to set certain variables on moves by the postcode prefix

– UK Only

Description of Functionality: Added a list of codes of type ‘Postcodes’ which are the UK postcode prefixes (e.g. SW11, SW18, etc.) that allows users to set defaults (such as countrycode, suburb & distance) to automatically pull through to the job when used.

This can also pull through a different countrycode per user branch basis (for companies that use different zones for different branches) by using the comments field of the postcode code in a comma separated list as per example below:

e.g.

BR1,GBRG1

BR2,GBRG2

This will pull through GBRG1 to the countrycode GBRG1 when the user’s branch is set to BR1. If the user is from branch BR2, then it will automatically pull through GBRG2.

Description of Use: This allows users to modify a single postcode (e.g. SW11) rather than all SW11 postcodes to affect defaults.

It will also allow Moveware to update the UK postcode database without affecting company data. Since the defaults are now set against codes management rather than the postcode database.

Areas of Moveware/Companies Affected:

For UK companies only

228446 System Parameter – Validate Volume when Removal Booked

Description of Functionality: Exclude DSP DSI ASS and HCH job types from volume validation when set to other than Y (such as I, P) (on setup tab under validation)

Description of Use: If system parameter set to Y, then no change (validates as does previously)

If set to N then do not validate

If set to a status such as W, P or I, then validate on that status, but exclude the above job types

228554E Added National Insurance (or Tax File Number for AUS) column to data import for employees

Description of Functionality: Added NI (TFN) column to employees import for the Data import screen (Administration -> Utilities -> Data Import)

228666 General and UTS Specific Agent Lookups

Client Specific – UTS

Description of Functionality: UTS only

Default in Employee Management Agent Lookup Filter to be Blank

Agent Lookups in Removals Management.

a)Booker should be Blank

b)Origin Agent should be INT if Type Begins with ‘IM’ or = EXT, EUT or EUI

All else DOM

c)Destination Agent should be INT if type begin with ‘EX’ or = EXT, EUE

Survey Agent Field in the Details Tab – default to Blank

Areas of Moveware/Companies Affected: UTS only

228668 UTS Germany: Added Validation to ‘Quote To’ Field

Client Specific – UTS DE

Description of Functionality: Validate ‘Quote To’ field on Status W and Moving Cost Centres

Areas of Moveware/Companies Affected: Removals Management/UTS Germany ONLY

228922 Add an insurance field to the debtor

Client Specific – UTS

Description of Functionality: UTS only

Add insurance field on removal screen, to default to biller insurance

Areas of Moveware/Companies Affected: UTS only

230034 Bug Fix – Codes Management

Description of Functionality: The correct codes management type will now default when the pop up appears

Areas of Moveware/Companies Affected:

Codes Management – Removals – ALL

231043 New System Parameter – Added ability to rename Debtor and Creditor Naming

Description of Functionality: Added new naming system parameters for Debtor and Creditor

Description of Use: Allows system wide renaming of Debtor and Creditor (E.g. Customer and Supplier). Simply enter then required name in System Parameters > General > System Names Area

224476 New System Parameter – Debtors – Invoicing – Credit Note restriction

Description of Functionality: Added system parameter Creditor Note Positive Value Warning’, when turned on, if an invoice type is CR or ADJ, and invoice value is positive, a warning is displayed.

Diary

226960 Bug Fix – Closed Removals – Add Time button

Description of Functionality: This applies to companies using internal time sheeting

For diary based resource costing:

If a removal is closed, then the add time button on the removal diary screen should be disabled. Double click act column should result an error message “removal is closed”

For non-diary based resource costing

If a removal is closed, then double click act column should result an error message “removal is closed”

Description of Use: Check that use timesheet is Y (general tab), then close a removal, go to diary screen, double click act column, should not be able to add time

For diary based resource costing if the add time button on diary is visible, it should be disabled if removal is closed

226977 Added ability to filter by employee department in the old Apt Diary

Description of Functionality: Added a department filter in the old appointment diary which will allow users to filter by appointments assigned to users of certain departments.

Description of Use: Input in the department or multiple departments (separated by,) in the newly added department filter to show only reps belonging to the inputted department(s)

227618 Ability to Edit Start E in Operations Diary

Client Specific – Robinsons

Description of Functionality: Previously because RI uses diary based resource costing, it is not possible to edit StartE column in the big diary. A change is made to allow the edit, and update through to job diary

Description of Use: Go to big diary, enter time for StartE, save, and go to diary tab check the time has come through

227648 System Parameter – Default Labour and Vehicles to Confirmed

Description of Functionality: System parameter ‘Default labour and vehicles to confirmed’ now has a new status S, when set, labour and vehicles should go straight to Showed (green colour) when assigning from daily diary, both big and small

227855 Show resource allocations in New Appointment Diary

Description of Functionality: Added a toggle in the new appointment diary (at the top right hand corner below the exit button) which will show resource allocations on the filtered staff.

Resource allocations are the entries added via the employee management screen and time sheeting screen rather than those added from the diary and/or appointment screen.

227953 Diary Based Costing – Can Add Diary Actions Without Having To Run Job Type Creator

Client Specific – UTS DE, Robinsons, Cadogan Tate, Elliots Relo

Description of Functionality: Enabling the ADD Button in Job Diary. Previously companies running Diary Based Resource Costing the Diary ADD Button was not available before the JTC had been run.

228175 Bug Fix – Task Diary shows actions marked as non Applicable

Description of Functionality: If a diary is set as non-applicable, from job diary screen, then the diary should not show in the task diary. Previously it was shown.

228231 Daily Diary layout change

Description of Functionality: Change so on resolutions of 1900 or greater the vehicles and labour lists are moved further right to allow the vehicles and labour columns to be visible

224001 Daily Diary – Vehicle Resource List – Additional Volume column

Client Specific – Harrow Green

Description of Functionality: Add Volume after registration number in the big diary resource panel for vehicles

228442 Diary Actions – Enable ADD button

Client Specific – UTS DE, Robinsons, Cadogan Tate

Description of Functionality: Enable ADD Button in the Removals Diary Page for specific companies running Diary based resource costing. Previously the Smart Panel in the Diary Page was deactivated until the JTC was run.

Areas of Moveware/Companies Affected: Removals Management>Diary Page

Company Specific: UTS Germany, Robinsons and Cadogan Tate.

228697 New System Parameter – Allow diary approval on diaries of types other than Ops

Description of Functionality: Added a ‘Operational Approval of Diary actions’ system parameter which when turned on will apply the current approval features used in Operational diary for non-ops diary actions as well.

Description of Use: The ‘Operational Approval of Diary actions’ system parameter must be set to ‘Y’.

Any non-ops diary actions needing to use this feature must be setup in codes management with the ‘default’ field set as ‘Y’ (Administration – > Moveware setup -> Codes Management -> Diary (type)). This will make any diaries of this type show up as blue in the job diary as well as the operational diary. The Ops/Warehouse/etc. manager will be able to approve these types of diary actions turning them into black.

228845 Added filter to show Approve diary actions only in the Daily Diary

Description of Functionality: Added a filter to show Approved diary actions only in the daily diary. (Defaulted to ‘Y’ to show only approved diary actions for Cadogan Tate)

Areas of Moveware/Companies Affected: Approved filter in daily diary will appear for all companies

228845 New System Parameter – ‘Notify Move Manager when actions are approved’

Description of Functionality: Added system parameter ‘Notify Move Manager when actions are approved’ (in the diary tab) which when set to ‘Y’ sends an alert back to the Move Manager of the job when a diary action has been approved by Ops.

Areas of Moveware/Companies Affected: Approval alerts in daily diary for all companies (sysparam based)

229363 Added height adjustment slider to new appointment diary

Description of Functionality: Added a row height adjustment slider which allows the user to adjust the height of the rows of the (new) appointment diary.

229953 Ability to default to any diary type and time frame (from today) when opening up the daily diary Screen

Description of Functionality: Added ability to default daily diary to any diary type depending on user setup. Also added ability to default to a specific time frame starting from today depending on the diary type.

Description of Use: To Default to a specific diary type:

Go to employee management -> user details, put in the diary type to default to ‘e.g. W for Warehouse’ under the Default Diary Type field. To Default diary to a specific time range starting from today:

Go to Codes management -> diary -> find the diary type that needs to have a time period and put the number of days to default the ‘To Date’ field from today in the short cut field. E.g. to show a weeks of diary actions for the warehouse diary, go to code ‘W’ and put 7 (i.e. 7 additional days) in the shortcut column – note that this is not user specific and will apply for all users that have this diary set as their default diary screen.

230378 Diary actions other than Operational ones can now use the approval functionality

Description of Functionality: Diary actions other than Operational can now use the approval functionality which turns the diary action to ‘blue/black’ depending on whether the diary has been approved or not. Simply set ‘Default’ to ‘Y’ against the diary action code under code management.

This release note is a duplicate of 228697

DSP

226086 Job Type Comments – Ability to edit at the Debtor/Tariff Level

Description of Functionality: In debtor management, job type tab, the users can put in debtor specific comment for the job type, this should be picked up in the JTC when the debtor matches, this comment is used instead of the generic one setup in job type management

Areas of Moveware/Companies Affected: All clients that use debtor specific job type

226601 System Parameter – Ability to edit Folder Display options for DSP

Description of Functionality: Disable/Enable Tabs within Removals management based on system parameter folder options for DSP jobs

Description of Use: Under the General Tab of System Parameters, you can select which tabs are to be shown or hidden for DSP jobs (assuming that DSP is enabled on the system).

226808 New System Parameter – DSP Specific New Authorising Link in Debtor Management

Client Specific – Cadogan Tate, UTS, Elliots

Description of Functionality: Added a system parameter on debtor tab, use agent on debtor

When turned to Y, should see agent on the debtor detail screen, and works similar to the existing links such as corporate or creditor. Use lookup button to link to an agent, use unlink button to reset.

For Elliott Relo only, this agent should update removals details

For current version 5.7.5, instead of system parameter, just coded for 3 companies, UTS, Elliott Relo and CT

227566 DSP Staff Labels

Description of Functionality: New functionality to change label of removal details fields on the right hand side of removal management screen if use new screen

Description of Use: In codes management, by type removal details, add in the comments field

Type of job, label

….

Make sure separated by,

Check in removal screen, the label changes according to type of job

227777 New System Parameter – Validate Tariff Field

Description of Functionality: System Parameter to Validate Tariff Field in Removals Details, previously there were no manual/system driven validation against this field.

Description of Use: Validation of the Tariff Field in Removals Details

System Parameter Setup Tab>Validation Section Validate Tariff.

N= No Validation on Tariff Field

Y = Validation on ALL Job Types

D= Validation on ‘DS’ Type Job Types (For Companies running DSP Module)

228436 DSP Validation Enhancement

Client Specific – UTS

Description of Functionality: Added validation on certain fields for UTS

DSP Specific Validation on fields such as the Move Dates

Description of Use: UTS DSP Specific Validation

228700 New Agent Types for DSP

Client Specific – UTS

Description of Functionality: Added in New Type for Agents Table for DSP

DSP and Landlord

Areas of Moveware/Companies Affected:

Agents Table – UTS Only

228734 DSP Subfolders Creation – Immigration, Housing and Departure

Client Specific – UTS DE

Description of Functionality: Automatically create the following Subfolders for DSP Job Types:

Immigration

Housing

Departure

Areas of Moveware/Companies Affected: DSP Job Types Removals Management

UTS Germany ONLY

229216 System Parameter – Change the salesrep field on the Invoice to look at the Move Manager on Details Page

Description of Functionality: Ability to Switch the Salesrep field in the Invoice Tab within Removals Management to update from the MoveManager field. For DSP Type Companies where a commission is given to MoveManagers (CSM) based on Invoiced Values.

Description of Use: Salesrep field on Invoice Tab in Removals Management when System Parameter is switched on will update from the MoveManager field. The field itself will be relabelled to CSM for “DS” Type Cost Centres and MM for all other Cost Centres

230412 ReloConsultant Lookup DSP Module Change

Description of Functionality: If an employee as marked as relo consultant, then this employee should appear in the sales rep lookup screen, set RC = Y

Description of Use: Set employee to relo consultant in employee management, go to removal and lookup salesrep, it should appear if the filter for RC is Y

Email & SMS

221618 Read receipts

Description of Functionality: Add “Read receipt” functionality for Moveware emails, when sending from job or sending reports, in the email popup, there is now a toggle next to To field, for read receipt. If the user ticks the toggle, a read receipt is included in the email sent. Note this only works for outlook emails. If the system is setup to send emails using Moveware DLL. This function will not be available.

Description of Use: To send email from a job, click on email icon, you should see a toggle next to To field for read receipt, tick this toggle and the email sent should have a read receipt request in it. Make sure the system parameter send email using Moveware DLL is set to N.

226040 New Waybill Email Merge fields for Containers

Description of Functionality: New Waybill Email Merge fields

Following fields added to display the container length/width/height as seen in the waybill > details > Inventory stored on waybill section:

Container length
Container width
Container height

Take note it will only pick 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.

226374 Email Subject wording in Moveware

Client Specific – Anglo Pacific

Description of Functionality: Changed the send email option to pull through the branch name for ANGLO in the subject

Previously it was hard coded to ‘Anglo Pacific’

Description of Use: To test, press the send email button in the Removals screen

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

227468 New Branch Merge Fields

Description of Functionality: Fixed a problem in word merge field “branchformatted”, which gives double line breaks, added new merge field “displaybranchformatted”

Added in new tags for email, <Branch Formatted> and <Branch display Formatted>

Description of Use: Run new quote list report to check that the “branchformatted” field prints with only one line breaks for the branch address, check also for “branchdisplayformatted” comes through and also has one line breaks.

Use new tags for emailing and check branch formatted fields comes into the email

227652 Bug Fix – Paragraph not the same as removals email

Description of Functionality: The paragraph screen has field report name which is used for types, so changed label to types, and also added another field exclude types which could only be seen before in codes management

For email paragraph, at the moment, the system only checks removal type against types and exclude types set on the paragraph, it should now check waybill, rate request and storage types as well

Description of Use: Add paragraph in paragraph screen, check that the exclude types and types fields are there, from a waybill bring up email and add a paragraph, check that the paragraphs shown match the type of waybill.

227904 Bug Fix – Paragraph Merge Field ‘Revenue’ Issue

Description of Functionality: Fixed “Revenue” merge field when used in paragraph or email merges to prevent blank spaces in front of value. Previously padded out merge value with spaces for unused numbers between currency symbol and value.

Description of Use: The “Revenue” field can be used to populate the value from the Revenue field on the Removals Management Details tab into email text and also can be used in the Paragraphs available in the special notes field and email screens. No changes to Moveware are required to enable this change.

Areas of Moveware/Companies Affected: Email features where the Revenue field is used, Notes dialogs where users select Paragraphs. Affects all companies.

228669 New Email Merge Fields

Description of Functionality: Added in two new email merge fields into report configuration >Email set up

Description of Use: Navigate to Report Configuration >Email Setup Tab. Below fields are now visible and can be used to merge details onto email

-Allowance 2

-Spare2

228673 Bug Fix – SMS replacing country code incorrectly

Description of Functionality: Fix a problem with SMS mobile number country prefix, when SMS from daily diary, the country prefix wasn’t working properly

Description of Use: Go to daily diary, SMS from a diary, if the diary is part of a removal, it should look up country code of the removal, and determine the prefix for the number

228696 Bug Fix HTML Editor Spacing Issues

Description of Functionality: Spacing Issues in HTML Editor Resolved.

Description of Use: Spacing Issues in HTML Editor Resolved.

228837 Field Size Increase – Attachment Path

Description of Functionality: Increase format of Attachment field in Email Setup from 500 to 800 characters to cater for longer paths

228847 Use Outlook signature when use HTML editor

Description of Functionality: Fixed 2 issues with HTML editor

1. Fixed outlook signature causes Moveware to crash, when using 2013

2. Fixed image in outlook signature disappear in the email

229797 Bug Fix – Branch email not working for debtor statements

Description of Functionality:

– The statement report called from report section will now take branding email in consideration, this is working together with a system parameter called “Use Email Branding with Multiple Email Accounts”.

– If the statement report is called from report section, it didn’t look at the branding email of users.

Description of Use:

– On the email screen, from email field should select a brand email set against users according to the brand of a customer users send an email to.

– Users need to make sure that the system parameter “Use Email Branding with Multiple Email Accounts” under General tab is activated in order to see the change. Also, there must be a valid branding email set against employee setup under user details tab.

230460 New Email Merge Fields – Agent Import/Export Emails

Description of Functionality: Added four new merge fields related to the Agent Import/Export Email:

Origin Agent Import Email
Origin Agent Export Email
Dest Agent Import Email
Dest Agent Export Email

Accessible via the Report Configuration > Email/SMS tab.

230590 NES Email Validation

Description of Functionality: When send customs NES from waybill screen, if no insurance value entered from removals, then a validation should disallow the send to customs.

Description of Use: Go to waybill, check that no insurance values are entered for all removals attached, send or preview customs, a validation should disallow it.

Areas of Moveware/Companies Affected: UK only

230980 Waybill Destination Country merge field

Description of Functionality: Adding 2 new merge fields for origin and destination country from waybill screen.

Description of Use: These new merge fields can be found in email tab of report configuration. They are at the bottom of the merge field list on the right hand column. The merge fields would be automatically changed to a country from waybill when sending an email.

227662 Email address in debtors

Client Specific – Chess Perth

Description of Functionality: When email an invoice report from removal screen or invoice screen, if there is a customer email, then uses the customer email first, if blank then use removal email as it was before.

Employees

227892 Cater for Nationality, Visa Type, Visa Expiry in Employee Management

Description of Functionality: Added additional fields in the employee management -> details screen:

– Visa Type

– Visa Expiry

Also added the above fields as well as license no., license expiry, nationality to the import functionality for employees (Administration -> utilities -> data import).

228517 Employees – Skills – Skills Lookup

Description of Functionality:

Added search Fields to Skills Lookup

231046 Employee Log – Restriction Added

Client Specific – Chess Perth

Description of Functionality: For Chess Perth, stop users from viewing payroll related logs of the following type if Moveware user does not have access to security group ‘P’ (for payroll):

Reward
Wages
Employment
Leave
Payroll Comment

Financials

144248 Creditor Payments Batch – Automatically populate the due date on a creditor purchase from the invoice date

Client Specific – Abels

Description of Functionality: For Abels, automatically populate the due date on a creditor purchase from the invoice date + days on the purchase terms.

Description of Use: The due date on the purchasing screen is automatically populated by calculating the number of days from the invoice date based on the terms set on the invoice.

E.g. Invoice date = 01/01/13 & Term = 30 days would cause the system to automatically populate the Due Date as 31/01/13.

221554 Type drop down on CRM selection

Description of Functionality: Added a combo filter to the CRM search screen

Description of Use: Navigate to the CRM search screen, when selecting CRM type a combo list will display for user to select from

223790 Debtor change on Removal

Client Specific – Matco

Description of Functionality: When update debtor on removal, if there are multiple cost options then user is asked to select cost option to update, otherwise system updates the cost option automatically

Description of Use: Select a removal with only 1 cost option, change debtor from detail screen, save, check cost option debtor updated. Select removal with multiple cost options, change debtor on detail screen, there should be a popup with cost options to Select, check the selected cost options have debtors updated.

223832 Creditor Invoice Attachments

Client Specific – Matco

Description of Functionality: When attach file in the purchase screen using file attach button, the attached file is copied to all the removals on the purchase lines.

Description of Use: Go to purchase screen, attach file, and check that the file is copied to the creditor folder as well as all the removal folders

225771 Destination Services Rate

Client Specific – PSS

Description of Functionality: When user manually change the est. qty of a cost line if the line has a variable rate assigned, it should re-find the rate bracket for the new qty, if it is a lump sum calculation type, the qty reverts back to 1 and qty is stored in the other field. Works only for Destination services products

226255 Receipt of private clients + Alert to MM

Client Specific – Grospiron

Description of Functionality: When a receipt is created on a private client, the move manager of the removal will get 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

226360 Biller Approvals

Description of Functionality: To prevent multiple users overwrite biller approval information. Added 2 checks in removal details screen

Case 1: user 1 on detail screen and user 2 on invoice screen of same removal. User1 approves biller, user 2 goes into detail screen, the screen should refresh automatically to show biller is approved.

Case 2: Both users on detail screen of same removal, user 1 approve screen, user 2 makes some changes and saves the file, a popup message says the biller is approved by another user and turns to white

226523 New System Parameter – Default value for Print Statement/Invoice Debtor Fields

Description of Functionality: A new system parameter in Debtors tab called Default Debtor Statement to Email. Previously, when users add a new debtor, Print statement status set to ‘Y’

Description of Use: The new system parameter can be found in Debtors tab. The user need to set the parameter to ‘Y’ (the default is ‘N’), when the user add a new debtor the Print Statement status is set to ‘E’ as default

226718 GL Journals Screen Update

Description of Functionality: In journals, the 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.

226719 New Feature – Calculator

Description of Functionality: Added a basic calculator in Moveware.

Available via the Window Menu or from certain numeric fields in Moveware.

Description of Use: Besides accessing the calculator via Window > Show Calculator, to access the calculator from fields such as invoice charge rates, select the field and press the ‘+’ (plus) key.

A calculator should pop up displaying the selected field’s value by default. Performing calculations is simply done by using the buttons or typing in the calculations required via keyboard. Pressing the ‘=’ button or ENTER key will return the result of the entered calculations.

To overwrite the existing selected field’s value with the calculator value, press the OK button or press ENTER again after executing the calculation (i.e. ENTER (performs calculation) > ENTER).

Take note any invalid entries such as attempting to divide by zero will simply return the value of 0.

226721 New System Parameter – ‘Show bank balance on receipting/payment screens‘

Description of Functionality: Add a new system parameter on G/L tab, under Posting, Show bank balance on receipting/payment screens

When turned on, on the receipt and payment screens, the account combo should show account balance in the currency of the account. Otherwise only showing account number and name

Description of Use: Turn on system parameter on g/l tab, go to receipt and payment screen, check bank account combo now shows balance of account

226725 New Sales Budget Screen

Description of Functionality: Added a Sales Budget screen which displays budgets and actual values (broken down by insurance and non-insurance) per month per financial year. The screen can be set to show views based on:

Employee
Branch
Cost Centre
Removal Product
G/L Account

And allows user to compare to last year’s figures as well as include/exclude non-invoiced values for a projected future value. The actual figures are updated on a nightly basis when the nightly maintenance is ran. This screen can be accessed from the G/L menu.

226824 Debtors Creditor View (Contra)

Description of Functionality: Adding a creditor balance field on the inquiry screen of debtors. Previously, there is no field for creditor balance in debtor inquiry screen.

Description of Use: The added field is under the total balance of the customer itself. This field will only be displayed only when there is a creditor assigned to the customer. The binocular button next to the total creditor balance field will send the user to the particular creditor

226826 Accrual Bulk Close

Client Specific – Anglo Pacific

Description of Functionality: Anglo only, added a new GL filter and the description column shows both GL code and description, for the accrual close screen under debtor menu

226827 Purchase Copy Changes

Client Specific – Anglo Pacific

Description of Functionality: When copy purchase, the popup should say

Copy charge No

Clear values Yes

And not clear RP as before

226832 Despatch date and arrival date enabling

Client Specific – Anglo Pacific

Description of Functionality: If a waybill is despatched and the type is IM, then despatch date and arrival date should be disabled for all uses except group A (A can still edit these dates)

226853 Bug Fix – Purchases not in costing

Description of Functionality: When the user add 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 RP reference.

Description of Use: On a purchase invoice, add removal to the line, check that the removal cost option has actuals locked, the user should get error that removal cannot be updated, check that the reference is cleared on the purchase line

227016 Added validation for Debtor Company

Client Specific – Harrow Green

Description of Functionality: In the invoice screen, added validation for Debtor Company against Invoice Company on the post of invoice

In the PO screen, added validation for Creditor Company against PO Company on the post of PO

Description of Use: On invoice screen, if the debtor company is not the same as invoice company, then save or post invoice is not allowed and error messages should come up

On PO screen, if the creditor company is not the same as the PO company, then save or post of PO is not allowed and error messages should come up

227037 Bug Fix – Reposition in rates management

Description of Functionality: Fixed a bug with reposition in rates management.

To replicate the bug, go to rates management, creditor products, add new, after select the creditor product, the popup that says do you want to add creditor, select no, then the error comes up saying could not evaluate RowID during reposition. This is now fixed

Description of Use: To replicate the bug, go to rates management, creditor products, add new, after select the creditor product, the popup that says do you want to add creditor, select no, then the error comes up saying could not evaluate RowID during reposition. This is now fixed

227205 New Credit Notes – Price Unlock

Client Specific – Packimpex

Description of Functionality: On the costing screen, when create a credit note for cost option, the new cost option (credit note) should have price unlocked(status N)

Description of Use: Go to cost screen, create a credit note cost option, and check that the price column is unlocked on the new cost option

227262 Bank Sort – 8 Digits for Germany

– Germany Only

Description of Functionality: Bank setup Screen

The sort code field (or BSB field) is extended to cater for 8 digits for the company with DE country code.

Description of Use: With the company that has country code set as DE (in system parameter setup), The BSB number field can store up to 8 digits.

Areas of Moveware/Companies Affected: Only the company with country code DE

227292 Add Unallocate button on receipts display and fix debtor inquiry not refresh after Unallocate

Description of Functionality: Added un-apply buttons on the receipt list and payment list screens, on the bottom screen where it shows invoices applied to, the un-apply button will only appear if the receipt/payment is applied to an invoice.

Fixed issue when in debtor/creditor inquiry, and look up invoice and receipt applied, if user then un-apply receipt to invoice, the inquiry screen does not refresh to reflect changes.

Description of Use: Go to receipt list screen, pick a receipt that is applied to one or more invoices, select the invoice in the bottom screen, and use un-apply button to apply the receipt to this invoice. Same as for payment list

Check it does not break un-apply in receipt/payment display screens and journal screen

Go to debtor inquiry and look up an invoice with a receipt attached, un-apply the receipt, check the inquiry screen is refreshed

Same as for creditor inquiry

227430 Ability to Cancel Reversal of Journal Record

Description of Functionality: When reverse a journal, and the popup for reason comes up, we now added a cancel button so the user may cancel out of the reverse at this stage

Description of Use: Go to a posted invoice, reverse the journal, and press yes, then when reason box comes up, press cancel, the journal is not reversed. Also works from journal screen.

227632 Invoice voiding

Description of Functionality: When reverse a journal, the system now checks journal date against accounting closed dates

For DI, check invoice close date

For DR, check receipt close date

For CI, check purchase close date

For DR, check payment close date

If the journal date is in a closed period then a warning will be given and user can select No to cancel reverse

Description of Use: Reverse an invoice where the invoice date is earlier than the invoice closed date on the branch/company, a warning should be given and user can select No to cancel reverse

227748 Alerts for Debtor Approval

Description of Functionality: Create an alert for the accounts team when the ‘Create Debtor on Status New’ system parameter is set to ‘Y’ and a user creates a Debtor on the New Status.

A reciprocal alert is sent back to the user when the accounts team approves the newly created debtor (i.e. by setting the debtor status from New to Active).

Description of Use:

1. When a coordinator creates a new debtor, it will be assigned as status ‘New’. An alert is triggered to anyone in the accounts team set to receive the alert (i.e. any user with security group ‘4’ or ‘A’ (and @ for Packimpex & Harrow Green) and has notify of ‘New Customer’ set).

2. When the staff from the accounts team receives the alert, he/she will be prompted to send a receipt back to the user who triggered the alert (i.e. created the debtor) the accounts team should only trigger this alert when he/she has approved the debtor (i.e. set it to ‘Active’).

227844 Creditor Payment – Default Pay Method

Description of Functionality: Creditor Payment Batch – When creating a new Batch and selecting Method this will auto populate the Pay Method Search.

227931 System Parameter Change – Invoice Date = Uplift Date but Invoice Date if Later than Uplift

Description of Functionality: For the existing system parameter on debtor tab, under invoicing “Invoice date set to collect or despatch date”, add a new option C, which allows the system to use current date if uplift date is in the past, on posting of the invoice. If the uplift is in the future then keep using uplift date.

Also added validation if user changes the invoice date after posting to a date in the past, it should not allow the save.

Description of Use: In system parameter set “Invoice date set to collect or despatch date” to C

Go to invoice tab of removal and post the invoice, check if the uplift is in the past, the invoice date is set to today, otherwise set to uplift date

227950 Bug Fix – Purchase Order Issues

Description of Functionality: For PO screen, when add a new PO, and automatically add in PO charge lines, it should now also look up creditor product rates

Description of Use: Add a PO in PO screen, and make sure the creditor is set with a creditor product, when the charge line is created automatically, check the rate comes through

228210 System Parameter Change – ‘Customer Types’ Enhancement

Description of Functionality: By default, the Customer Type in Debtor related screens generates the Customer Type combo box list from the values seen in System Parameter ‘Customer Types’. If user’s wish to instead populate the list of customer types from the codes table instead (list of customer types is populated from code of type ‘cust type’), this can be achieved by simply clearing out the Customer Types System Parameter.

Description of Use: Head to System Parameters > Debtors tab. Clear out the ‘Customer Types’ field to use the values from codes of type ‘Cust Type’.

228230 Creditors – Purchase Orders – lock when Order ID set to 1

Client Specific – Harrow Green

Description of Functionality: When a PO has order ID flag set to 1(sent to Dimensions), then only users with security X, Z or: can edit the PO, other users will get message to create new PO

228293 Remove validation of Brand & Country when adding a debtor on New Status

Client Specific – Cadogan Tate

Description of Functionality: Validate display branch & country on debtors only when it’s active.

228306 Purchase Order/Invoice Report – Rate Column Added

Description of Functionality: Purchase Order/Invoice Report – New column added to display invoice rate (exclusive of tax)

228316 Adding company column to GL Setup

Description of Functionality: Added Company G/L Code column to General Ledger Setup

228610 New System Parameter – Use Invoice Approval

Description of Functionality: Added system parameter ‘Use Invoice Approval’ (under the debtor tab) which introduces a new Invoice status ‘A’ (Approval). Standard users will only be able to post to status ‘A’ from the invoicing screen. Users with access to the ‘Invoice Update’ screen can then batch post to ‘U’ once invoices have been approved/sent.

228614 Allow quick add of debtors and creditors from Agents

Description of Functionality: Allows the feature below when the ‘Allow creation of debtors and creditors from agents’ system parameter (under debtors & creditors tab) is turned on:

Added a quick add button next to agents screen which allows the user to select a debtor or creditor to create. Once selected and the agent is not already linked to a creditor or debtor (depending on the selection record), the debtor or creditor screen will load in the add mode and pre-populates the fields with the agent details. Once the user saves the record, the debtor or creditor is created and linked to the agent.

Contacts on the agent will also appear on the Debtor or Creditor record and modifying them on either the agent or the debtor/creditor will affect both.

228836 Creditors – Purchase Orders – Copying PO line

Description of Functionality: If the PO is status filled, or ordered, copy of the PO line is not allowed

229018 Standard Invoice Import

Description of Functionality: A new standard invoice import from invoice update screen. The ‘?’ help button should give the files that need to be present for the import.

229198 Debtor Ageing – New Group Column

Description of Functionality: In Debtors->Debtor Ageing Screen, a group column has been added next to the 90+ days column.

Description of Use: Anything typed in the group column will be saved against the debtor record

229199 Removing ‘Bill To’ Auto fill.

Description of Functionality: Stop the Debtor Name being populated from the Removals Bill name when accessing the Customer Lookup

229225 Currency Exchange Rates Screen Update

Description of Functionality: In Banking->Currency Exchange Rates, by default all base currencies will be shown in the table in date order. When adding a new currency, the date field will default to today’s date.

229233 Validate Tax code in Purchase Update

Description of Functionality: Added validation for blank tax code on cost, if user enter blank tax code it should throw up an error message and not allow the cost to be saved

Description of Use: Go to cost screen, change cost tax code to blank, an error should come up and not allow the cost to be saved

229314 Bug Fix – Exchange Rate Updates

Description of Functionality: When ex rate changes on the costing screen cost lines, the local rate/value should update, foreign rate/value should remain the same

229334 Bug Fix – Combined Invoicing – you can create Invoiced without Debtor being approved

Client Specific – Elliots

Description of Functionality: Combined invoice screen, if a cost option is selected where the removal isn’t approved, then an error message should prevent user from selecting.

From costing screen, if user select combine invoice button, it should throw an error message as well.

229339 Security Groups 3 – Branch Manager for combined Invoicing from Job

Description of Functionality: Ability to create Combined Invoices with Cost Option in Removals set to Security Group 3

229491 Combined Invoices – Extra Validation on linking

Description of Functionality: Added in a warning and restriction when combining invoices if one or more of the cost option have been unlinked from the invoice prior to be set to combined you will not be able to go forward with the combined invoice until they have been re-linked.

Previously the system would allow you to include the cost option in the combined invoice but the charge lines of the cost option were excluded from the invoice.

229811 Branching on Timesheets

Description of Functionality: Added an additional branch column in the time sheeting screen that allows the user to change the branch of a timesheet entry that is not from a job or waybill, i.e. an unallocated time/miscellaneous resource cost.

This is to allow allocation of costs for an employee across multiple branches

229940 Validation on Rep on Invoicing Tab

Client Specific – Elliots

229964 Validation on Credit Controller Field for Current Debtors

Client Specific – Cadogan Tate

Description of Functionality: Made Credit Controller field in Debtor Management to be mandatory

Description of Use:

The change is in Debtor Management, details tab. The field is on the right column called Credit Controller.
If the field is blank or has invalid data and users try to save the record, the error message will pop up and mention that the credit controller must be valid.

230144 System Parameter Change – G/L Year

Description of Functionality: The G/L Year System Parameter located in System Parameters > G/Ledger tab now caters for the financial year period of June to May.

230189 Credit Controller allocation

Description of Functionality: From the employee alert screen, when click to see the customer, it should show the debtor screen not CRM (except for Johnson)

230461 Mirror invoice lines as per costing details line

Client Specific – Cadogan Tate

Description of Functionality: When creating an invoice from a cost option and there are cost lines below the option total line (i.e. O column has been set to ‘N’) and there are comments in the details of these cost lines, the corresponding invoice lines will use the details of those cost lines as the description rather than the cost description.

230955 New System Parameter – ‘Use Invoice Approval’

Description of Functionality: Added system parameter ‘Use Invoice Approval’ (under the debtor tab) which introduces additional invoice status ‘A’. When a user posts invoices it would go from status N -> A -> U. Status A is for approval status an invoice on status A can only be posted to U status through the invoice update screen by users with appropriate security settings.

All invoices created through the storage invoicing screen will automatically create on status A.

231023 Purchase Invoice Lines – Change to Copy button

Description of Functionality: When copying an existing creditor purchase line – Ref/Name column values is now cleared by default.

231056 Bug Fix – CRM Labelling

Client Specific – Elliots

Description of Functionality: Fixed label issue on EIERS, some fields have label double up with the field

231064 New European Payments Requirement to Provide IBAN, Swift, BIC Code on Creditor Payments

Description of Functionality: Added 3 new fields in creditor management,

IBAN

BIC

SWIFT

Infrastructure

228833 Bug Fix – BI file size issue

Description of Functionality: The BI is a file that is created when the database is created. It stands for Before Image and contains records that are to be written to database. Progress dictates that records are not written to the database until a transaction block is completed.

Progress by default adds in these transaction blocks but they can be manually overwritten through code to only have the transaction block active for a small period of time. The default Progress transaction block can encompass a large section of code that means the transaction block is active for a long period of time. Due to this the BI file has to grow as it is the temporary store for the records prior to them being written into the database. Once they are written to the database they are removed from the BI file, however the size of the BI does not reduce.

In this change the code that is run for several reports in Moveware has been transaction scoped. In doing this we have gone through the code and made sure the transaction blocks are only active for as short a period as possible. This means the load on the BI file is reduced as it can write the fewer records to the database at regularly intervals.

Description of Use: This change has occurred in the running of particular reports that use the work builder table. These include the Docket (Job Sheet, Work Sheet, etc.), Trail Balance reports, Tax reports, payslips to name a few.

Inventory

221771 Operation Fleet Details Dims & Tail lift

Client Specific – Harrow Green

Description of Functionality: HG only, new fleet Dims + Tail lift tab, added new fields

226749 Bug Fix – MoveSurvey – Vol/Wgt Calculations

Description of Functionality: Vol/Wgt calculation was not working properly for inventory listings synced from MoveSurvey. Error has since been resolved.

Description of Use: Vol/Wgt calculation will now work correctly for all inventory items, entered in both Moveware and MoveSurvey.

227010 Bug Fix -Fleet Management update messages

Description of Functionality: In fleet management, when change the service or Reg number of days for reminder, it didn’t update messages to user, only if the dates for service and Reg are changed it updated. Now have fixed so that when changing number of days it should also update messages.

Description of Use: Go to fleet management, change number of days for reminder next to the service and the Reg dates, make sure that the old number of days should not show for today and the new number of dates show for today. Now log in as the user who gets notification for service and Reg, check the user gets alert messages. Change number of days back and check again the user does not get any message alerts

227478 Bug Fix – Unable to remove job from Operations Diary

Description of Functionality: In big diary, the alternate view does not refresh when a resource is added/deleted, now fixed

Description of Use: Go to big diary and select alternate view, add/delete resources and check the screen is refreshed

MoveSurvey

228279 Bug Fix – Always display weights in both Net Lbs. & Net Kgs in Inventory Furniture screen

Description of Functionality: Inventory -> Furniture screen will always show the Net Lbs. & Net Kgs fields regardless of whether the system parameter ‘Display Weights’ is turned on or not. The system will also automatically convert lbs. to kgs and vice versa upon saving.

MoveWeb

227545 Bug Fix – Web enquiries – Postcodes

Client Specific – PSS

Description of Functionality: The post code from move client will update address on the removal, same behaviour as when select a post code in removal. Works for both uplift and delivery

228765 Bug Fix – Web Enquiries – Suburbs

Client Specific – PSS

Description of Functionality: PSS only, update suburb from post code for web quotes

230519 MoveTransfer Confirmation Message Change

Description of Functionality: When users confirm that the waybill/removal plans have been imported successfully into the system, the message sent to the origin agent should only display to employees who have ‘MoveTransfer’ as their notify group. Previously the reminder message would send to any users who had ‘MoveMessage’ as their notify group.

Removals

215833 Job Costings / Actual cost Change

Client Specific – Excess

Description of Functionality: When using the credit cost option button, if there are actuals on the original cost option, the system will ask user to move the actuals to another cost option, with a cost option popup for users to select which cost option to move to, if multiple cost options are found.

Description of Use: Go to costing screen, select a cost option with actuals, create a credit note cost option, note the system asks user to move actuals to another cost option, check the actuals have been moved.

223751 Quote to Field – Activate on Freight Management/Quick Entry

Client Specific – Cadogan Tate, Matco

Description of Functionality: Adding a “quote to” field in details tab of Baggage Management screen and Quick Entry screen.

Description of Use: The field on the details tab of Baggage screen is under the Volume field. For Quick Entry screen, the field is next to Referral field

223791 Invoice – New Refresh Button to update Order No, File No and Weight Fields

Description of Functionality: The file #, order # and volume/weight fields on the invoice tab were not being updated if the values were entered on the details tab after job had a status value of W

There is now a refresh button next to these fields in the invoice tab that will update the values with any changes recorded in the details tab

Description of Use: If any of the values on these three fields is changed after a removal is W, users can click on the refresh button to also update the information displayed on the invoice

224407 Bug Fix – Invoice Posting

Client Specific – KHZ

Description of Functionality:

Users won’t be able to initially post an invoice without locking cost option to P
Users could post the invoice even the cost option lock is R (only ready to get approved)

Description of Use:

The change is made in invoicing tab of Removals Management and Debtor Invoicing screen
To test if it is working, lock cost option to P, set job’s status to W, an invoice would be created as a result. Then, reverse the cost option lock to N and set it to ready again. Try posting the invoice, there will be an error message “Invoice Posting Cancelled – the cost option must be locked before generating the invoice”

224487 Bug Fix – Daily Diary – Resources missing from moved action

Description of Functionality: When copy a job, and move cost options, if there are actuals on the cost option, then the cost option cannot be moved

Description of Use: Go to job details screen, copy a job and move the cost option that has actuals assigned, a popup message should say “One or more cost options selected have actuals assigned and will be deselected for moving” and deselect the cost option.

225746 System Parameter Change – ‘Validate SalesRep’

Description of Functionality: For system parameter validate SalesRep, 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 salesrep 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,

the salesrep is blank, add this biller to a removal, check removal salesrep is updated
the salesrep already filled, add this biller and check salesrep unchanged.

Set the system parameter to C,

salesrep is blank, add the same customer as a corporate to the removal, check removal salesrep is updated.
salesrep is already filled, add the customer as corporate, check removal salesrep is unchanged

226380 New System Parameter – ‘Packing costed when L/V costing off’

Description of Functionality: Previously resource rates would not populate into Costings screen unless diary bases resource Costings was switched on. A new system parameter has been added to enable this.

Description of Use: Name: packing costed when L/V costing off Found: Set up Tab

When set to Y will allow resources such as packing materials to automatically populate the costing screen,

226682 Volumetric weight field

Client Specific – PSS

Description of Functionality: Enable a Volume metric field on Inventory tab (Removals Management)

Description of Use: The field is in inventory tab in the bottom left section before Total field.

226684 Bug Fix – Security Issue – Creditor and Invoice buttons on 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 invoice

Moveware admin user or users with group Z can still perform these actions

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 should not be able to perform these actions

226698 Import customs status conversions

Client Specific – Anglo Pacific

Description of Functionality: Data conversion for Anglo

Customs status (waybill plan on details record)

If IMP and shipping status = U, set the customs status to blank

If IMP and shipping status = C, set the customs status to C

If IMP and shipping status = H, set the customs status to H

If IMP and shipping status = D, set the customs status to D

If IMP and shipping status = T, set the customs status to T

Then set the shipping status:

If IMP and job manifested (waybill exists and manifest completed), set the shipping status to Y

Else set the shipping status to N

226741 Limit Job Type/Cost Centre Selection By Branch.

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

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

226809 New System Parameter – ‘Use Inventory Branch for Removal Resource Rates’

Description of Functionality: Add system parameter under Diary tab, “Use Inventory Branch for Removal Resource Rates”

When turned on, it should use inventory branch rather than removal branch for rates lookup

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 “optionselect” in the filter of report configuration. Users should 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.

226859 Bug Fix – Incorrect table shown for Mgr search filter

Description of Functionality: Removal search screen, at the bottom there is a filter by Mgr, currently it brings up sales rep lookup, and it should bring up move manager lookup

Description of Use: Go to removal search screen, use bottom mgr lookup, check that it is saying move manager lookup and move manager filter is Y

226881 Bug Fix – Incorrect calculation of insurance premium

Client Specific – Cadogan Tate

Description of Functionality: Changed the calculation of Insurance premium in the new job details browser to be calculated as Insurance Value * Insurance rate / 100

I.e. assuming insurance premium is a percentage of insurance value based on the insurance rate.

Description of Use: Previously the insurance premium is worked out by

Insurance Premium = Insurance Value * Insurance rate / 1000.

Have changed this for Cadogan Tate to:

Insurance Premium = Insurance Value * Insurance rate / 1000

226886 Service and method mandatory for baggage

Client Specific – Anglo Pacific

Description of Functionality: Anglo only, on baggage screen, if removal is set to status W, then service, method and type should be mandatory

Description of Use: Go to baggage screen, changes status to W, and leave service or method or type as blank, there should be an error saying service is blank or method is blank or type is blank

226926 Removals tabs

Client Specific – Robinsons

Description of Functionality: Robinson only, when a job is EXT, it should show both import and export tab (both enabled)

Description of Use: Go to EXT job, check that both export and import tabs are enabled, and check also from the popup dialogue of removal management

226991 Prevent the population of State into Suburb line in Removals detail screen if it already exists

Description of Functionality: Prevent the population of the state into the address line if the state name matches all or part of the suburb name (e.g. Greater London matches on London and therefore will not populate).

Description of Use: When entering addresses, the system will no longer populate the state if the state matches on all or part of the suburb name, e.g. previously when putting in GBLON, it would set the suburb line as London Greater London, now it will just use London.

227030 Lock Job Type on Won Status

Client Specific – John Mason

Description of Functionality: The type of job field in details tab will be locked when the job status is “Won”. There was no lock on this field when a job is “Won”.

Description of Use: The change is taking place at Removal Management Details screen. When users change the type of job on any won job, there will be a pop-up message said “the type cannot be modified” after they click save.

Areas of Moveware/Companies Affected: Details tab of Removals Management (Only old details screen)

227042 Load Type Validation

Client Specific – Anglo Pacific

Description of Functionality: Anglo only, when web quote comes in, the load type is left blank

Description of Use: Import a web quote check that the load type is blank

227188 Removals Costing Screen – Reduced Decimal Digits Display

– Mexico Only

Description of Functionality: Reduced number of decimal digits on display from 5 to 2 in the Costing screen.

Description of Use: Useful for currencies where cost and sell values of 6 or more digits are common (i.e. Mexican Pesos). Reducing the number of decimal digits on display allows for the user to see the full number. Applicable to Mexico only for now. User must select MX as country in system parameters screen.

227209 Branch and invoice Branch not matching warning

Client Specific – Grospiron

Description of Functionality: GRO only, when job status is changed to W, and invoices exist on status N that have a different branch to removal branch, a warning message should come up.

227286 Account Manager and Corp Account Manager Filter on High Resolutions

Client Specific – UTS DE

Description of Functionality: New Column for Acct Manager in Removals Search Screen

Description of Use: New Column for Acct Manager in Removals Search Screen

227287 Bug Fix – Actual labour empty on costing tab

Description of Functionality: When adding labour/vehicle resources from big diary, it should immediately update costing with those resources. This change is a fix for an intermittent problem that sometimes costing is not updated until going to resource tab and back.

Description of Use: Go to big diary and assign labour/vehicle, make sure that it should update costing, then check that costing is updated

227290 Event log for changing additional notes on edit diary

Description of Functionality: Added event log for changing additional notes on edit diary task popup screen

Description of Use: Go to diary screen, use edit diary action button, on the popup change additional notes, check it is event logged

227340 New System Parameter – ‘Use Multiple Branch Filtering in the Daily Diary’

Description of Functionality: Added system parameter ‘Use Multiple Branch Filtering in the Daily Diary’ (under the diary tab), which when turned on will allow users to filter by multiple branches separated by comma in the daily diary (e.g. SYD, MEL). Also if running the big daily diary, when the system parameter is turned on, it will allow users to save a default branch filter list by clicking on the tick next to the ‘google maps’ button. This will default the daily diary to those branches on a per user basis.

Also changes Branch column to show diary branch rather than job branch.

Daily Diary

227352 Bug Fix – Claim Creation

Description of Functionality: Fixed a bug when using f12 to open removal management, and create claim and save, it was giving no removal record error.

Description of Use: Use F12 to open up removals management, go to claims tab, and add new claim, save the claim, make sure there are no error messages

227456 Cost Centre Auction House Changes

Client Specific – Cadogan Tate

Description of Functionality: These changes are for Auction House cost centres (currently only employed by Cadogan Tate). Baggage Module Screen as well Removals Management. For Cost Centre AUC – Auction House.

When you double click on the Client Look up Field on the Origin (Left) and get the Customer Lookup. Load (Uplift) Should only be ticked by default.
When you double click on Delivery and Delivery, Bill to and CRM should be ticked.
MoveManager should default to the same as person entering file.
Origin and Destination Code should be set to GB
Incorporate Tariff need to discuss further.

Also default ‘quote to’ to ‘debtor’

227510 New System Parameter – Clear Cost Lines with Zero Cost and Price on Locking

Description of Functionality: Added system parameter ‘Clear Cost Lines with Zero Cost and Price on Locking’ in the System Parameter -> Other tab which has the following options:

1. (N)o -same functionality as usual.

2. (P)rompt – when price locking the cost option, the user will be prompted to delete zero value cost lines.

3. (Y)es – automatically delete the cost lines with zero price and zero costs.

The deletion will not delete margin, total, parent and comment cost lines. This also will not delete insurance cost lines with 0 price set as often the acceptance of insurance is not known until quote acceptance is received.

227514 Purchase order copy info remains on new PO

Description of Functionality: When copy a PO, now has the option Clear RP (previously only when copy Purchase Invoice).

Description of Use: Go to PO screen, copy a PO, check that clear RP option is there, select Yes and check the copied PO has RP cleared

227685 Closing files – unresolved claims check

Client Specific – Packimpex

Description of Functionality: When close a removal, previously the system checks any unresolved claims and does not allow close of removal. Now the system only checks for claim type “claim”, and if unresolved, other types of claims will not be checked.

Description of Use: Add a claim of type claim then try to close the removal, it should say cannot close. Delete the claim then add another claim of type complaint or feedback, then close removal, it should be able to close, and also the user can still edit the claims.

227710 Allow setup default service for method

Description of Functionality: Allow setup default service for method

Description of Use: In codes management, filter by type method, then for each method, setup service in the default field, when the method is selected on the removal, the default service will automatically populate.

227712 New System Parameter – Validate Region/Port

Client Specific – Anglo Pacific

Description of Functionality: Mandatory field on Status W for destination Port for all job types EXR, EXV, EXB, FAR, Except IMP and Method SEA only.

EXR- on status change to W and shipment status change to R- we have the selected costing copied across. We will need

To ensure on copy–

If the port is different – the costing port is copied across, (this is operational).

If the port in the costing is blank we need to retain the port in the details page (Provided port is not blank in the details page).

If both costing and details page- destination port is blank then we get user to add port

Before the status changes to W. On cancel or escape cancels the whole operation.

For all companies, added a new system parameter in codes (Validate Region), when turned on, it should validate region/port on removals/baggages to check if the region/port entered exists in the system

227921 Postcode Field Width Extended

– Old Removal Details Page Only

Description of Functionality: – Widen uplift and delivery postcode fields in details tab to fit full UK postcode.

Description of Use: The fields are in the details tab of jobs management underneath the address fields. The change is applied with only companies that use old details tab. (New details tab has a browser section on the right-hand side)

Areas of Moveware/Companies Affected: Details tab in Jobs Management. Any companies that use old details screen.

227991 Added Agent Phone Numbers to Rate Request Screen

Description of Functionality: Added telephone fields for the agent from and agent to sections of the rate request. The phone fields should automatically populate when the agent and/or agent contacts are selected.

228147 Jobs – Debtor lookup – other address

Client Specific – Harrow Green

Description of Functionality: On the customer lookup, an toggle between address and other address

228153 Removed requirement that a rate request must be ‘W’ in order for it to be converted to a removal

Description of Functionality: Removed the requirement that a rate request must be on ‘W’ status before it is converted to a removal. This is so that for origin rate requests, rate requests can be converted to a Removal and surveys can be conducted in the Removals screen prior to quoting the agent from the rate request screen.

228185 New System Parameter: ‘Show Diaries Other than Ops in the Quick Add’

Description of Functionality: For companies that are on diary based resource costing:

Added system parameter ‘Show diaries other than ops in the quick add’ in the diary tab of system parameters which allow users to show diaries that are non-Ops in the quick diary add drop down menu in the removals diary screen.

Users can achieve this by putting in the diary types of those they wish to show in the system parameter in a comma separated list.

This only affects the diary based resource costing systems as the traditional diaries use the default field of the diary action setup to control whether it shows or not.

Description of Use: In the ‘Show diaries other than ops in the quick add’ system parameter, input in all the types of diaries that you wish to display in the quick add drop down in the job diary screen.

Traditionally this only showed diaries of type ‘O’ (i.e. operational) with non-blank key actions. You can now use comma separated list of diary types to show these diaries. E.g. O, S, W.

Leave system parameter as ‘N’ to turn this feature off and default back to the traditional way of deciding what diaries are shown in the quick drop down.

228186 Bug Fix – Address not Changed to Overseas when EUR Job Type Selected

Client Specific – Abels

Description of Functionality: Abels only, when look up destination code for EUR, it should look up overseas destination code not domestic

228348 Bug Fix – Message preventing Unlocking invoice/costing

Client Specific – Grospiron

Description of Functionality: When posting an invoice that is unlinked to cost option, a warning is given but still allow user to post, all stages of posting

228575 New System parameter – ‘use agent link on debtor’

Description of Functionality: New system parameter use agent link on debtor on debtor tab. When turned on, debtor management detail screen should show link to agent

228634 Phone Number field – Phone and Office

Client Specific – UTS, Henk, Grospiron

Description of Functionality: When add new removal, from removal management screen, default phone to

Home:

Work:

228665 Field Label Change – Map Reference to Floor

Client Specific – UTS DE

Description of Functionality: For UTS Germany, on removals screen, the Map Ref field is now relabelled as ‘Floor’ and utilises a Lookup browser when field is double-clicked.

Areas of Moveware/Companies Affected:

Removals Management

UTS Germany Only

228678 Quarantine Register – Screen Change

Description of Functionality: Users can now filter the screen by date range for certain fields.

Following fields are now available to be filtered by date:

Client Reply
Request Direction
Direction Received
Direction to Ops
Delivered Treatment
Ops to Pickup
Date Returned

228703 Home/Work Phone Field Defaults

Client Specific – UTS

Description of Functionality: Default Home and Work in the Origin Phone Field

Description of Use: Upon entering a new file Home and Work are automatically populated in the Origin Phone Field.

228743 Bug Fix – DSP – Action not completing

Description of Functionality: When add actuals from diary (double click act column), and from the popup the user ticks the complete toggle, the user name is filled in the complete by field, and the diary is completed when the add button is pressed

228826 Removal Validation Changes

Client Specific – Matco

Description of Functionality:

Do not validate survey date and time

Do not validate referral code and comment unless status W

228938 Cost Option Sell Rate Visibility

Description of Functionality: A price rate value of the option total line would be displayed, if it is not 0. The price rate of an option total line in costing tab were not displaying until a user select the field or the row in order to see what the value is behind.

Description of Use: The change is made on the option total line in costing tab, right on the price rate column. To see if the change is working or not, users can scroll through each job and see if there is a valid value in price rate field, then the value should be displayed, If not, it would be blank.

229179 Status Change for Baggage jobs

Client Specific – Anglo Pacific

Description of Functionality: From both removal and baggage screen, for job EXB EXR, if shipping is set to R, then update removal details from cost option details

For EXR only, if removal is updated to status W, then update removal details from cost option details

229234 Added Acc No reference in Description of Journal

Client Specific – Cadogan Tate

Description of Functionality: Added debtor code in brackets in the journal description when posting an invoice. Added creditor code in brackets in the journal description when posting a purchase.

229240 Costing / Invoicing Restrictions

Client Specific – Packimpex

Description of Functionality: PI only, disable assign invoice number if cost option is not locked to P or Y

Description of Use: Go to an invoice linked to a cost option that is status N or R, try to post invoice (assign number), it should give an error message

229383 Bug Fix – Correct Job Descriptions Not Pulling Through

Description of Functionality: Bug Fix – Customer Specific rate description, finding duplicate inactive Jobs Type – corrected to only look at Active Job Types.

Areas of Moveware/Companies Affected: Debtor>Rate Management Tariff Accounts/ Companies running DSP.

229435 Creditors – Purchase Orders – Requested status

Client Specific – Harrow Green

Description of Functionality: Allowing a purchase order to be created with ordered status when all approval information is not empty. Previously, users couldn’t create a purchase order with ordered status when there is no Approver and approval date

Description of Use: The change is activated in Purchase Order screen, Menu Creditors > Purchase Orders. To check if the change is activated, adding a new purchase order fill out information as well as Approved by and date, then click save. If there is not warning or error message, it means the new feature is working.

229463 NES changes

– UK Only

Description of Functionality: For NES added a new section for insurance value

MOA+123:25117

Where 25117 is the insurance value

229653 Performance Review Questions

Client Specific – Cadogan Tate

Description of Functionality: New report Questions and Answers for CT only, can be run from removal drop down, lists all reviews

229680 Removals Language Field Validation

Description of Functionality: Validate language on removals if system parameter “Enable Multi Language Support” is set to “Y”. Validation is for all for all statuses.

229682 Removal Label Change – Map Ref to Floor

Client Specific – Henk

Description of Functionality: In Removals screen, relabelled ‘Map Ref’ to ‘Floor’ and added a lookup to the field. List that populates is of codes of type ‘Floor’.

229742 Bug Fix – Attachments when changing branch

Description of Functionality: When branch is change on a removal, if the file structure uses branch, then the files should be moved to the new folder with the new branch.

Description of Use: Make sure the use branch structure is set to Y in system parameter

Go to removal and change the branch, then check the files have been moved to the new branch folder.

229753 Removal Details Screen – New field – Pre Booker

Client Specific – PSS

Description of Functionality: In Removal Details screen, the location field has been replaced by the Pre Booker field. Double clicking into this field will pop up with a list of employees to select from (behaviour similar to the other employee related fields such as Sales Rep, Move Manager Etc.)

229885 Combined Cost Option Invoicing – Job Types

Description of Functionality: EIERS only, this functionality should work the same as for PI, for DSP invoices, the invoice line description should come from cost option description rather than removal product description, for removal product of the cost option.

229911 Non invoiced removals with actual costs

Client Specific – John Mason

Description of Functionality: Added a Prior Report toggle for the non-invoiced removal report, to include invoices only invoiced prior to the To Date

John Mason only, add an exclude Zero Actuals toggle to exclude removals with 0 actuals costing, exclude C and F invoices

229939 Bug Fix – Missing role in Assign to of diary actions

Description of Functionality: Add Corp Acct Manager to diary setup, assigned field, when assigned to Corp Acct Manager, the system will notify the corporate account manager of the removal

Description of Use: Go to diary management, and assign corp acct manager, add diary to removal, and check the corp acct manager on the removal is notified

229961 Add Contact Field to Surveyor Outlook Sync

Description of Functionality: Added From and To Contact to Outlook Appointment Sync

230122 Fine Art – Inventory Tab Lookup Change

Description of Functionality: Fine Art Inventory – When adding an Object, the Client Ref Field in Lookup is expanded to see more detail. In the Summary at the bottom of the Inventory

230321 Diary screen display changes

Client Specific – Packimpex

Description of Functionality: For PI only, same as what HG already has

If the user resolution is less than 1600 * 900, they can still see the big diary screen, rather than small diary

230375 Fine Art lookup changes

Description of Functionality: Added ability to have a lookup screen containing customers, creditors, agents all in one. User can then toggle between the 3 to select the record that applies.

Description of Use: Currently lookup is only available through the address selection screen – see attachment on details.

230449 Costing – One Column Change

Description of Functionality: For Clockwork Only – in removals costing, setting the costing line’s One status to ‘E’ will automatically set the ‘Accrual’ status to ‘N’. Saves user’s from manually having to make the change.

230455 Bug Fix – Update volume of original job when its inventory is moved onto a sequence job through removals copy

Description of Functionality: Fixed issue that when a sequence job is created and inventory is moved that it updates the volume on the original removal

Description of Use: When a new job is copied from an old job and inventory from the old job is moved onto the new job; if the old job’s weights & volumes are set to update from the inventory, then corresponding updates will take place which it did not previously.

230499 Bug Fix – Check actuals when moving cost options

Description of Functionality: When creating a sequence job and moving cost options, the check for actuals should be for labour and vehicle only, previously it was checking other as well.

Description of Use: Create a sequence job, select move cost options, if there are no actual labour/vehicle on the cost option, it should be able to be moved

230571 Added event log when port is changed

Description of Functionality: Added event log when port (r-region/r-regionf) is changed, from baggage screen, update waybill and update from costing

230589 Insurance policy checking

Client Specific – John Mason

Description of Functionality: Customising a Cost ID filter in Removals search screen to look at Insurance policy number assigned against a removal. Previously, it was looking for Cost ID of the cost item of a cost option.

Description of Use: The filter is next to the phone number filter at the bottom left of the screen. Users can put a number in the Policy filter field to search a removal from the policy number.

230592 Bug Fix – Status Change backwards on Shipment status change

Client Specific – Anglo Pacific

Description of Functionality: Fixed a bug if user changes shipping from N to R then cancel out of cost selection it reverts removal status from W to P, it should revert shipping status from R back to N

230596Bug Fix – Jobs – Diary – Problem amending dates (Costing Items Assigned)

Description of Functionality: Added a check in job diary and daily diary for the existing message “This task has costing items assigned to it that can not be moved”, to check for only actual resources

230634 Added validation to ensure invoice number is Unique

Description of Functionality: Added validation when generating invoice number through the invoicing screen or through combined invoicing to check to ensure that the invoice number to be assigned is not already in use on another invoice.

230661 Default address Book in Lookup Address Book

Client Specific – Anglo Pacific

Description of Functionality: Employees will automatically displayed when double clicking in the ‘To’ field when sending an email.

Description of Use: Double click in ‘To’ field

230680 Bug Fix – Improved checking on cost options

Client Specific – KHZ, Packimpex

Description of Functionality: When assign invoice number, it should check the cost option of that invoice is locked (P or Y), not all cost options on the Removal

230800 Ability to Create Billing Account from Information in Bill to Section

– New Removal Details page only

Description of Functionality: New job screen only

Added a button next to biller address, to quick add debtor, only if there is not already a debtor linked to the removal.

Description of Use: For new job screen only, so need to make sure the system parameter is set to Y

Add new removal, do not add customer, type in customer details, then use the quick add button, it should take the user to the customer screen, to add the customer. It works the same way as quick add for client and delivery

Client Specific – John Mason

Description of Functionality: Group field in storage management will be mandatory when adding a new account. There was no validation on this field previously.

Description of Use: The field is on the right column in the details tab of the storage management. To test the change, try creating a new account and leave the group field blank and see if there is any error messages when saving.

230865 Bug Fix – Selecting/Creating Debtor on a Job

– New Removal Details Page Only

Description of Functionality: Fixed a bug from the new job management screen,

To replicate the bug, change debtor on the removal, do not save, go to another tab, you should get message you need to save the removal, click ok, then you are taken back to the removal management screen, and the debtor has reverted back to previous. This should now be fixed

230910 Bug Fix – Prevent duplicate reminders for MoveSurvey syncs

Description of Functionality: Prevent duplicate reminders for MoveSurvey syncs being sent out to the same person when he/she has been assigned as both the move manager as well as the account manager on the job.

230916 Import Rate Request Change

Description of Functionality: When adding an import rate request, if the user’s default is ‘IM’ – also populate the agent’s region field in ‘Agent To’ section. Done to match the behaviour when default is ‘EX’ type. For Transworld, ‘Agent To’ lookup should display a list of domestic agent by default on ‘IM’ type jobs.

230972 Debtor and Creditor Balance to show in Creditor Screen

Client Specific – Clockwork

Description of Functionality: Added debtor balance to creditor inquiry screen, and a debtor inquiry lookup button

Description of Use: This is similar to creditor balance on debtor inquiry screen, go to a creditor that is linked to a debtor, the debtor balance should show on inquiry screen, and use lookup button to see debtor inquiry screen

231034 New System Parameter – ‘Bypassing Resource Validation when Cancelling Removal’

Description of Functionality: Adding a new system parameter called “Bypassing Resource Validation when Cancelling Removal”. Previously, when there is an actual resource assigned, users wouldn’t be able to cancel removal plan.

Description of Use: The new system parameter is in Validation section under Setup tab. To inactivate the resource validation when cancelling removal plan, users need to set the system parameter to Y. To test if it is working properly, try cancelling any job with actual resources assigned, users should be able to cancel the job without actual resources error message.

231195 Bug Fix – Destination Port in Costing not correct

Description of Functionality: Made changes in Origin and Destination fields in costing details to work same as the one in Details tab. Previously, when users select countrycode from a look up screen, it will put whatever port set in destination setup and put it in a correspondent port field automatically regardless of service type of the particular cost option.

Description of Use: The changes occurred in the origin and destination fields in costing details dialogue from costing tab. This functionality working with a system parameter called “Use New Destination Configuration” in General tab. To test the functionality, change a countrycode in either destination or origin fields through a look up screen from costing details dialogue. See if the correspondent port and distance get automatically populated according to the setup in destination setup by looking at the service type of the cost option.

229691 Items Field Validation

Client Specific – UTS DE, Henk

Description of Functionality: Allowed the save of removal records when Items field is blank and removals type is ‘IM’

231058 Branch Filter for UK users to be limited to first 2 characters

Client Specific – Brycelands

Description of Functionality: Branch Filter for UK users to be limited to first 2 characters

Description of Use: Branch Filter for UK users to be limited to first 2 characters

Reports

219797 Waybill Analysis – Filter/Toggle for despatched Waybill

Description of Functionality:

Reports – Waybill Analysis Report

Added Despatched Toggle to report

To setup, add “outstanding” to the report filter in report configuration

223522 New Toggle – Non Surveyed Jobs

Description of Functionality: A new toggle filter for Sales Analysis report called “Show Non-Surveyed Jobs Only”

Description of Use:

The filter is in the report section for Sales Analysis report.
To add the filter in the report, “togglerec” needs to be added in the filter field of the report configuration
To test tick the toggle box and run the report, the report should not include any surveyed jobs.
Surveyed or non-surveyed job based on the inspection date field in removals screen. If it is blank, it means it’s a non-surveyed job.

223959 Word 2013 Compatibility

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. The report will display no data, however converting the report to .dotx resolves the issue.

Change made allows Word 2013 to create reports from existing .doc templates without having to convert all existing Word Documents to .dotx format.

224233C DSP Reports: Permit Expiry Report & Passport Expiry Report

Description of Functionality: Two new DSP reports have been added

1. Passport Expiry Report

2. Permit Expiry Report

Return results on up and coming Passport & Permit Expiries

Description of Use: Navigate to Reports>Other>Under DSP subheading

Note: report is switched off by default

225963 New Filter – Labour Usage by Timesheet (non-RP)

Description of Functionality: Adding an employee role filter to a report called Labour Usage by Timesheet (non-RP)

Description of Use:

The filter is activated in the report section under Operations tab
This change is related only with any companies that use Labour Usage by Timesheet (non-RP) report.
To add this filter, “gp” needs to be added in the filters field in the report configuration of the report.

226494 Payment Reminder Report change – Opening Balances

Description of Functionality: Payment Reminder Report – Option to show opening balances

In Reports Screen, if date from and date to filters are both used – display the opening balances accordingly.

226699 Changes to Claims report

Client Specific – Matco

Description of Functionality: The claims register report by date filter should now have 2 extra options, by claim date and by resolve date.

Description of Use: Go to claim register report, check by date has claim date and resolve date in the drop down, test by using those dates as filters

227162 New Merge field – <delivery diary comment>

Description of Functionality: Added new email tag <delivery diary comment>, available in report configuration email and SMS tabs. This tag will pull diary comment of the delivery key action diary of the removal

Description of Use: Add <delivery diary comment> tag to a report email content, the report should use removal as source. Check when email report is run that the diary delivery comment pulls through

227192 SMS Activity Report – New Report Toggle

Description of Functionality: SMS Activity Report – Added the Summary/Detailed toggle to display the report accordingly. This is only in effect when ‘Include Line Items’ is also selected.

Description of Use: Add RadioSD to the filters list of the SMS report. To run, ensure the filter is set to Detailed, and that ‘Include Line Items’ is ticked.

227236 Add tariff/corporate filter against quick print drop List

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.

227541 Waybill/Manifest Analysis

Description of Functionality: For waybill analysis report, now able to filter by either departure date or ETA.

Description of Use: Add “radiosales” filter to the waybill analysis report, then filter the report by either departure or ETA date

227654 New System Parameter – ‘Save PDF to all RP on the PO for PO reports’

Description of Functionality: Added new system parameter ‘POReportSaveAllRP’ from codes tab, Save PDF to all RP on the PO for PO reports. When set to Y it should:

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: Set system parameter to Y

PDF and email a PO document, check that it is saved in removal folder, and email diary also added to removal

228002 Creditor Invoice Report Enhancements

Description of Functionality: Added new Select by Date to Purchase / Purchase Summary – Due Date

User is able to generate the report by creditor invoice due date

Added new Sort By value to Debtor/Creditor Trial Balance reports.

User is able to generate the above reports by the customer/creditor last payment date.

228291 Prevent printing of job sheets when requirements not fulfilled

Client Specific – Cadogan Tate

Description of Functionality: Prevent printing of job sheets when

Debtor on job is not active
Payment not received (based on not finding any diary actions with key action of ‘receipt’ that is completed on the job)
Quotation acceptance form not received (based on not finding any diary actions on the job with key action of ‘quotation acceptance’ that is completed)

228639 Bug Fix – Email Multiprint on rate revision letter

Description of Functionality: Multiprint rate revision letter should behave same as invoice, if debtor invoice print set to E then multi print if Y then print preview, if B then both, if N then neither

228707 Salesperson Analysis – New Report Filters

Description of Functionality: Salesperson Analysis Reports now allows filtering by multiple Sales Reps/Entered By/Move Manager/Account Manager. Similar concept to the Multiple Branch/Type filtering we currently have. To use the new functionality – simply double click on the salesrep lookup filters and select multiple Reps as required.

229434 Created an Omni Tonnage report that runs on a per job basis rather than per waybill basis

Description of Functionality: Created Omni report to pull from removals rather than waybills with added filter for invoice date. Also grouped by company

229442 Validate Country Code on Agents Screen

Client Specific – Grospiron

Description of Functionality: For Grospiron, validate the country code on agents screen.

230140 Ability to Print Labels through Reports menu via Object or Storage Account

Description of Functionality: Added ‘object’ as a report filter to filter by fine art object number/reference.

230568 Additional Word Merge Fields – ‘DatePacking’ and ‘PackTime’

Description of Functionality: Added ‘DatePacking’ and ‘PackTime’ word merge fields which shows the date & time of the first diary action on the job that has the key action of ‘pack’

Added ‘OriginPortCode’ & ‘DestPortCode’ to show the last 3 letters of the origin port code and destination port code from the removals details screen. (E.g. GBLON becomes LON, AUSYD becomes SYD)

230741 Added ‘Dep Office’ field in Agents Screen for Fine Arts

Description of Functionality: For fine arts added a ‘Dep Office’ field for agents which the user can populate to pull onto the arrivals register report. The field has a corresponding lookup code ‘Dept Office’.

230811 Standard Statements – Ageing Display

Description of Functionality: Standard Statement report now caters for systems which use Monthly Ageing as compared to 30/60/90+ day ageing. Previously the report would always show balances aged at current/30/60/90+ days regardless of value assigned to the System Parameter ‘Ageing Method Utilised (A – 30, 60, 90 or B – Monthly)’

230946 Bug Fix – Removals Origin Country Code

Description of Functionality: Fixed issue where Removals Origin Country code validation allowed invalid countrycode values to be saved as long as there was an existing country code which begins with the value entered.

230952 Bug Fix – Show blank data instead of merge field tags when waybill fields are empty for emails

Description of Functionality: When certain data on a waybill is blank, show the blank data instead of the merge field tags. Merge fields that used to do this include <origin slot date>, <Waybill Consignee>, <Waybill Notify>, <Container Size>, <Container Desc>, etc.

230967 Journal Report ability to filter on GL Company

Description of Functionality: Added Company Filter into Journal Report

Description of Use: Reports>General Ledger>Journals. User will have to add in “glcomp” filter in Report Configuration.

231068 Added validation to prevent saving a port with a blank port code.

Description of Functionality: Added validation to prevent saving a port with a blank port code

227349 New button to clear agent off the waybill

Description of Functionality: Add a new button on waybill detail screen, the button is for clearing agent of the waybill

Previously, once users assign clearing agent to a waybill, they won’t be able to remove it, they could only change the agent.

Description of Use: The button is a red cross next to the assign clearing agent button. To test this, go to any waybill with clearing agent assigned, click the remove clearing button to delete clearing agent and click save. The agent name shouldn’t appear after saving.

Storage

225994 Rate Revision Check

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 should be a message popup saying rates have been changed, and the user needs to refresh and create rates again

Description of Use: Go to 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 should be a popup saying rates have been changed, and user needs to refresh and create rates again

226261 Added validation to prevent adding of a storage container to a storage account that is already on another storage account

Client Specific – Cadogan Tate

Description of Functionality: For CT, Added validation to prevent adding of a storage container to a storage account that already exists on another storage account and does not have a date out set.

226261A Enhancements to the Locations tab in Storage Accounts

Description of Functionality: Added a search to quickly find a particular container/storage inventory item

Added a toggle to see only contains/inventory items that are in store.

228545 Create removals quickly from Storage accounts

Description of Functionality: Added a ‘post’ button next to the storage ID field in the storage management details screen to quickly create a removal/job from the current storage account. This is useful for small storage jobs such as storage viewings, internal transfers etc.

228738 Do not allow deletion of storage

Description of Functionality: Storage screen, do not allow deletion of storage, use cancel status instead

229118 New Storage Frequency – Calendar Monthly (C)

Description of Functionality: New Storage Frequency – C – Calendar Monthly – only works with Calculation Type M – Monthly. Storage will be calculated to the Anniversary of the Storage Account. E.g. 16th June 2013 – 15th July 2013.

229495 Stop the calc type being defaulted to the default storage frequency in storage locations

Description of Functionality: Stop calc type being defaulted to the storage frequency when adding a storage location (i.e. bays, pallet racking) to a storage account. This was generating errors when the frequency is not a valid calc type, i.e. M.

Waybills

221337 Bug Fix – Manifested job still at status L

Client Specific – Anglo Pacific

Description of Functionality: Previously if a job is set to on forward, then the shipping status is not updated to Y when the waybill is despatched, this is now rectified, regardless of on forward status, a job is set to shipped Y if it is despatched

223571 Mandatory manifest origin and destination codes

Description of Functionality: Anglo only:

Origin code is mandatory
Destination code is mandatory
Destination is derived from the destination code:

-If port (for the type) is blank then this is the destination name

-Else it is the name of the destination port

-Note that the type needs to cater for the 3 categories of Air, Groupage or default which are on the destination screen

For all: Fixed a bugs on waybill screen. Was not able to clear the destination discharge field once it was filled, should now be Fixed.

223837 Ability to multi select and on forward multiple Removals on a waybill

Description of Functionality: Waybill screen, removal tab, added a select column, removals can be selected by right click on the line, then multiple removals can be on forwarded at the same time

Description of Use: Go to waybill removal tab, right click to select multiple removals, check Sel column is set to Y, then on forward those removals, check all removals are on forwarded

225161 Added new field ‘CAED’ for Canadian Moveware Companies

– Canada Only

Description of Functionality: Renamed a field in the Removal > Exports tab to be labelled ‘CAED’ that can be used in Canada to assign a shipper specific custom reporting number. Previously the CAED value was stored in Moveware’s CRN field in the waybill screen. This was incorrect as it was waybill specific and not shipper specific, not allowing users to print the OBL instructions correctly.

Description of Use: To be used to record the CAED number in export shipments from Canada. It now allows for multiple CAED to be included in one groupage waybill

227085 Bug Fix – Deleting a Manifest

Description of Functionality: Currently when a removal is deleted from waybill, the shipment status on the removal does not reset correctly to R or N, have fixed so it resets to R or N

Description of Use: Go to waybill, delete a removal from waybill, and check the shipment status on removal is reset to R or N

228988 New System Parameter – ‘Show THC field’

Description of Functionality: Added a new system parameter called “Show THC field” in waybill section. The THC field in waybill details was hardcoded in. Previously, only certain company could see THC field as default.

Description of Use: The new system parameter is in system parameter screen, other tab, and Waybill section. If the parameter is set to ‘Y’, the THC field on details tab of waybill will be enabled, the field is in the middle column.