Published: January 12, 2023
Updated: September 1, 2023
Build range: 23.01 (22.02.020 – 22.02.069)

Release Notes v23.01
What’s New v23.01 for feature highlights.

Advisories

Version 23.01 

GENERAL

• Public Flag changes:  External Users will only see documents where Public Flag = Y.  By default, adding a document as an internal user will not set the Public Flag to Y.  Adding a document as an External User will set the Public flag to Y.  UR23316814

ACCOUNTING

• Branch and Department changes:  Major Overhaul to underlying structure of Branch and Department logic.  Branch and Department moved from codes to a new table located at Accounting > Admin > Branch and Dept Maintenance.  All custom code references will need to be updated to utilize the new Branch and Department tables and remove references of the BRANCH and USERDEPT codetypes.  See BRANCH and DEPARTMENT permissions below for additional information UR21676565
• Fiscal Calendar “Block Time Bill Posting” now blocks both posting and un-posting, where previously, only posting was blocked.  UR29969966

HR

• File > Expenses.  External Users will no longer appear in the User ID drop down menu.  UR24925731

PROJECTS

• All existing Project Team members will have a UserID set based on their linked ContactNo.  If the ContactNo is not linked to a UserID, that team member will no longer be able to be set as the Assignee on tasks.  UR22886757
• Projected POs are no longer used in calculating Total Projected Costs which will affect Projected Profit, Projected Profit Margins, And Profit Delta.  UR30845318

SALES

• Corrected Behavior where certain invoices could have Sales Rep 2 or 3 appended but no Sales Rep 1 with a split.  It is officially advised not to calculate commission like this, but it will still calculate if there is a Sales Rep 2 or 3 with no Sales Rep 1.  UR21847161

DEPRECATED

• The WebUser Table and External User form (Maintenance > External User) have been deprecated.  External Users are now created and maintained through the User Maintenance form by setting the UserType to EXTERNAL.  Web Users will be automatically converted into the UserID Table on upgrade.  This will effect any customizations around External Users or any customizations that access the WebUser table.  The individual form permissions USERMAINT and WEBUSER (View / Create / Edit / Delete) still apply and view and functionality will be restricted based on these permissions.  See External User Setup 23.01+ for information on setting up an external user in v23.01+ UQ79171759 AND UR23770773
• Some tables and procedures are deprecated and customizations may need to be reviewed.  The DispatchSchedule, FunnelOpporItemSchedule, and EMPHRSchedule tables  (Create, Delete, Save and Get) are no longer in use in core.  All of the data from these tables will move to GlobalSchedule table.  Many of the supporting procedures for these tables were generic and have been consolidated.  UR20901483
• End of support for legacy workflows:  Framework v2 removed. Custom forms that rely on this framework will have to be upgraded to v3.  Legacy Workflows that were built in windows client and not built in the web client workflow designer will no longer be accessible in the web client, with all supporting code deprecated.  It has been possible to migrate workflows to the new format for several releases, so any remaining legacy workflows should be converted prior to upgrading if they are still in use.  UR23726120
• “Effort” and “Remaining Effort” fields are deprecated, all “effort” and “remaining effort” existing data will be converted to hours and these fields will be ignored, effort will be assumed to be in hours.  Any custom code around these will need to be adjusted.  UR17990850
• “Qty Prod Budget,” “Qty Prod Actual,” and “Qty Prod Unit” functionality deprecated.  UR17990850
• SUBTASK rectype is deprecated.  All tasks (whether a subtask or parent task) are treated the same.  The assignment of tasks using subtasks is now done via the global schedule table.  Custom reports relying on rectype = ‘SUBTASK’ must be updated.  UR17990850
• dbo.Timezone.TZOffset column is fully deprecated from all core code.  Any custom code relying on this column is no longer supported.  Custom code should be updated to use dbo.FNConvertDateTimezone as necessary.  UR20508323

Other important changes

Highlights
Permissions
Config Data Changes
General Code Changes

Highlights

• Project Management Enhancements
• Service Contract Enhancements
• Deficiency Management
• Auto Time Billing
• Per Diem Functionality
• Schedule Emailed Live Data Reports

Permissions

Added:

• BRANCH (CREATE, VIEW, EDIT, DELETE).  Accounting > Admin > Branch and Dept Maintenance.  Permissions allow user to see Branch tab on Branch and Dept table, add/delete/edit branches on this tab.  UR21676565
• COMMPLAN (EDIT, CREATE, DELETE).  Required to use Commission Import background job. Permission dependencies are ACCOUNT (view) which allows the user to see the Accounting main menu, and COMMADVICE (view) which allows the user to view the Accounting > Commissions option.  UR21847161
• DELETESNAPSHOT (EXEC).  This permission is tied to the Delete Snapshot extended menu option on the Live Data Report Project Forecast Snapshot Analysis.  UR22790071
• DEPARTMENT (CREATE, VIEW, EDIT, DELETE).  Accounting > Admin > Branch and Dept Maintenance.  Permissions allow user to see Department tab on Branch and Dept table, add/delete/edit Departments on this tab.  UR21676565
• DISPATCHSCHEDULE (EXEC, VIEW, EDIT, DELETE).  These are used to control a user’s ability to interact with dispatch schedules.  This will also limit a user’s ability to schedule calls on the resource console–dispatching and un-dispatching service calls requires the Exec permission.  UR23479444
• GLENTRY (VIEW, EDIT, CREATE, DELETE).  These are used to control a user’s access to and manipulation of the Accounting > General Ledger > Enter Journal Transaction form.  UR22890165
• PERDIEM.  Allows user to request a per diem rate while travelling.  UR20026376
• SALESREPCHANGE (EXEC).  Allows user to see Sales Rep Global Change option on the main Sales > Sales Admin menu (previously located on the filter flyout).  UQ91661395
• SCHEDULE.  Allows user to schedule the export of a live data report to an external user.  UR28543294
• TASKSCHEDULE.  Required for visibility of the Assignments tab(s) on tasks.  Note: when upgrading to 23.01.001 all users with PROJECTTASK permissions will be automatically granted the TASKSCHEDULE equivalent permissions as well.  UR17990850
• TIMEBILLUNLINKED (CREATE).  Without this permission, users will only be able create time bills from billable objects, i.e. Tasks, Calls, Opportunities, etc.  The ‘add’ button will be disabled.  Note: ADMIN users are NOT automatically granted this permission.  UQ84583938

Changed:

• CONTACT (CREATE).  External Users without Contact (CREATE) permission can no longer add new contacts.  UR19110177
• DOCUMENT.  External Users without the Document (CREATE) permission can no longer add documents to a call on call creation.  UR19111002
• HELPDESK (EDIT).  This permission now allows Admin users to link related tables.  NOTE:  CHANGES ARE GLOBAL!  UR20510670
• QUOTE (EDIT and VIEW).  Sales > Quote > Process button > Reject Quote.  Users are now required to have QUOTE (edit and view) permission to reject quote using this option.  UR27674162
• RECDISPATCH (VIEW).  VIEW permission added.  Allows user to view recurring dispatches, but not add them (as with EXEC permission).  Dependency:  SERVMENU.  UR19977127
• WEBUSER (DELETE).  This permission now allows user to delete an EXTERNAL user.  If the EXTERNAL user is part of any Project Teams or assigned to any tasks, there will be a prompt to confirm deletion and they will be removed from those project teams and tasks.  UR28197841

Deprecated:

• None

Config data Changes

Added:

• AUTOWBS.  When ON (default), will pre-fill the task WBS based on which parent task you add it to.  The project WBS should be numeric for this feature to work effectively.  UR17990850
• CUSTOMPREFIX.  This is a 3 letter prefix to separate core columns/code from customer generated custom columns etc. Filling in this config is mandatory to use this feature. This will prevent a naming conflict between new core columns and custom ones.  UR20812094
• DEFAULTSCHEDALLOC.  This config contains two default values: ConfigValue1 = 1 (this represents the default value that will populate the allocation fields on the HR Time Request form, Global Schedule form, and add modals for Employee Schedule/Time Off grids) AND ConfigValue2 = 1 (this represents the recommended ‘max’ allocation value that should be requested).  In most instances this will have the same value as ConfigValue1.  At any stage of the request/approval process, if the max value is exceeded by the requested value, the user will see a warning and will need to choose to continue or not.  UR20233343
• DEFICIENCY.  When ON, allows user to see Deficiency Q, Deficiency tabs, Deficiency records.  Default is OFF.  UR25024220
• DOCUMENTENCRYPTION.  Options: ON, OFF.  Default OFF.  When ON, allows user to print Call Report from Dispatch form with signature included.
• GLOBALSCHAUTOOPPSTAT – Complete. May be set to any valid FUNOPITSTA codevalue.  Blank = OFF.  Will control auto-updating of the applicable record’s status code when all of its global schedule records have been marked complete / POST state.  UR28772915
• GLOBALSCHAUTOTASKSTAT – Complete. May be set to any valid TASKSTATUS codevalue. Blank = OFF.  Will control auto-updating of the applicable record’s status code when all of its global schedule records have been marked complete / POST state.  UR28772915
• GLOBALSCHAUTOCALLSTAT – TECH DONE.  May be set to any valid CALLSTATUS codevalue. Blank = OFF.  Will control auto-updating of the applicable record’s status code when all of its global schedule records have been marked complete / POST state.  UR28772915
• LINKPROJCALL.  Options: ON, OFF.  Default ON.  When OFF, it will:  Hide visibility of Service Calls tab on project and task forms AND hide ability to link the call to project/task on the help desk form (in details tab).  UR20196017
• LIVEDATA_SCHEDULE_EXTERNAL.  Options: ON, OFF.  Default OFF.  When ON, users may schedule delivery of live data reports to external users.  UR28543294
• MOBILETECH_TASKLIST_ADVANCEDAYS.  Controls how many days ahead MobileTech will load scheduled items into the task list.  Default is 14 days.  UR28769716
• MOBILETECH_TASKLIST_GROUPBY.  Mobile tech task list now supports grouping by a column.  Config options are: “SeqDate” – Call Schedule Date / Task Assignment Date. If empty, it will use Call Date / Task Scheduled Date.  “ScheduleDate” – Call Schedule Date / Task Assignment Date. If empty, rows are grouped under “Schedule Date Not Set.” “Priority” – Call / Task Priority. “StatusCode” – Call / Task Status. “Company” – Call / Task customer.  “” (blank string) – No Grouping in My Task List.  Note:  These options are case sensitive.  UR28549287
• ORDERBOOKINGCLOSEDPERIOD.  Options: OFF or ON.  Default: ON.  When an order is confirmed or approved, a check of this config will be done.  If the config is ON and the date of the order falls in a closed fiscal period, the order cannot be confirmed or approved, and the user will be prompted with the message “Fiscal Period matching the order date is closed.  Please change date to current period to proceed.”  UQ67932821
• PERDIEMRATE.  Per diem rate.  When a team member on a project needs to travel, they are paid per diem for the number of days they are travelling.  The PM will request the per diem from the project/task form by entering necessary details.  This field is defaulted to $50.  The end user may specify a rate at the time of entry independent of the default rate.  See Per Diem Functionality for further instruction.  UR20026376
• POPROJECTLINKMTYPE.  When ON, will allow adding an M type item to a PO and linking this item to a Project without the need for the M type to be linked to an Order also.  If the config is not set to ON, then the current functionality will remain and the user will be presented with the message: “Linking PO items manually to projects isn’t allowed. Please create an order first.”  Default OFF.  UR32821008
• PTOTIMEBILLLOOKBACK.  # of days in the past to look for Schedule Entries for auto time billing purposes.  Default is zero days.  UR22013971
• SCBILLDATE.  Valid values are 0 through 31. Default value is 0 which denotes the config is OFF.  When this config has any value 1 – 31, and a new Service Contract is created, the Service Contract billing date field will default to that value.
• SERVCONBILLINADVDAYS.  Service Contract days to invoice in advance.  Default is 30 days.  UR24847530
• SITEBRANCHPOST.  Prevents posting if Branch and Company No. combination is not valid.  Default is ON.  UR24847530
• SUBPRODUCTS. Values are ON, OFF. Default value is OFF.  When SUBPRODUCTS config is ON, product form will include a ‘Parent Product’ field and and ‘Sub Products’ tab.  Parent Product field: The values in the drop down are products with the same site. Users can open the modal to find products with the same customer. Sub Products tab: Users can link/un-link sub products from this grid.  UR20234064
• TECHASSIGNMENTCOMPLETESTATUS – when defined, clicking “Complete” button on an assignment in MobileTech will set the assignment to this status.  will control auto-updating of the applicable record’s status code when all of its global schedule records have been marked complete / POST state.  UR28772915
• TIMEBILLPAYROLLAPPROVE.  When auto-posting time bills, this config controls whether the time bills will also auto-approve.  UR22013971
• UPDATEPROJWBSFROMORDER.  Options: ON, OFF.  Default ON.  When ON, and approving an order of type SALE, ICO, or CCO the tasks with matching WBS codes for labor, Target Effort on the order will increase by the qty of labor sold on the order.  UR29434944

Changed:

• INITPROJWBSFROMORDER.  When on, in addition to setting the initial task “Scheduled Effort” for tasks with WBS codes that match labor items on the order, the “Target Effort” will also be set.  UR29434944

Deprecated:

• SCPRORATE UR26898148

General Code Changes

• BRANCH and USERDEPT code types removed.  All custom code references will need to be updated to utilize the new Branch and Department tables (see General Advisory above).  UR21676565
• CALENDARTYP changed: may now be used to globally disable funnel item schedule sync with the Outlook Calendar.  UR22792267
• DEFSTATUS added: drives Statuscode for deficiencies.  DEFCATG added: drives Category for deficiencies.  DEFSUBCAT: drives Subcat for deficiencies.  UR25024220
• GLBSCHSTAT added.  Assigns State based on Status.  Default status / state values are: APPROVED = POST, CANCELED = POST, COMPLETED = POST, HRDENIED = POST, HRSUBMIT = ACTIVE, MGRDENIED = POST, MGRSUBMIT = ACTIVE, SCHEDULED = ACTIVE.  UR28772915
• PROJTYPE changed: Populates new filter drop down menu “Project Type.”  Note:  if UNIFIEDTYPE config item is ON, this menu will populate from UNIFIEDTYP general code.  UR22286157
• RDBILLCYCL added: defines frequency options for recurring dispatch billing cycle.  Includes “Interval Unit” (codevalue2) and “Interval” (codevalue3). Frequency values included in core are ANNUAL, BIWEEKLY, DAILY, MONTHLY, QUARTERLY, SEMIANNUAL and WEEKLY. Users may define a CUSTOM frequency if desired.  UR31437957