GLOBAL SYSTEM CHANGES

TYPE

PROGRAM

DESCRIPTION

H E

GLOBAL

All U-LAUNCH Explorers

• New icon and function key (F9) to export the filtered contents of any U-LAUNCH enabled explorer to a CSV file and open the CSV file with Excel (post version 97). If Excel is not available, and the Z parameter ZNOEXCEL is installed, the CSV file is opened with whatever application is associated with the .CSV file extension
• New icon and function key (F8) for accessing user defined procedures
• Program codes are now displayed on all pull down menus

H E

GLOBAL

All tabbed Programs

• Ability to change tabs using the windows default keyboard shortcut Shift+Tab

H E

GLOBAL

All Master/Detail U-LAUNCH enabled list views

• When the user clicks on the new icon (Ctrl+N) the master fields are now passed as parameters for new records

H E

GLOBAL

Related Programs (F7 Button)

• All related programs menus have been enhanced with the ability to run any program available to users (subject to their security level) by pressing the F10 (Run a program) function key

H R

GLOBAL

Report Viewer Enhancements

• Coloured lines: Page breaks are now shown in dashed-green and header underlines in royal blue
• When freezing columns, lines are now continuous between the frozen and scrollable part of the viewer
• The width of the viewer has been increased to 300 characters to accommodate wider reports

N Z

GLOBAL

ZNOEXCEL

• Excel is not installed

CLIENT MANAGEMENT (01) (Sales Prospecting)

TYPE

PROGRAM

DESCRIPTION

H E

E1911

Contact Details

• Ability to validate contact ratings against pre-defined ones

H E

E1991

Client Details

• Ability to validate contact ratings against pre-defined ones

H E

E1992U

Client Management Explorer

• Ability to display the last incomplete action date (Sales Prospecting Tracking notes)

H E

E199401

Client Management Ratings Maintenance

• Data entry screen for Prospect Ratings

H E

E199401U

Client Management Ratings Maintenance

• U-LAUNCH enabled list view program showing all Prospect Ratings

N E

E199101U

Enquiry Register

• Listing of all prospect enquiries

N E

E199101

Enquiry First Registration

• Data entry program for the management of prospect enquiries

N E

E199102

Enquiry Follow-up and Status Edit

• Data entry program for additional prospect information

N E

E191101

Contact's Ratings Maintenance

• Data entry screen for Contact Ratings

ESTIMATING, MEASUREMENT AND B.O.Q. (02)

TYPE

PROGRAM

DESCRIPTION

H E

E412

Quotes & Estimates

• Accepts validated pre-defined Elemental, Period and Resource entries for non-“explodable” quotes at bill level or resource at sub-bill level
• User interface made simpler by providing several entry points into the program depending on the intended task to be performed and by disabling scan mode for data entry

H E

E41201

Quote Types Maintenance

• Data entry form for maintaining quote types and descriptions

H E

E4141

Quote Elemental Codes

• Data entry form for maintaining Quote Elemental codes

H E

E4151

Quote Resource Codes

• Data entry form for maintaining Quote Resource codes

H R

R432

Bill of Quantities Report

• Option to output Resources breakdown at the bill or sub-bill level

H U

U412

Quotation Copy Utility

• Includes Elemental, Period and Resource codes

H U

U415

Quote Read Utility

• Sensitive to the jobs' parameters and add GST to the items read in where appropriate

H U

U433

Quotation Parity Utility

• Can copy Elemental, Period and Resource codes

H U

U432

Quotation Merge Utility

• Includes Elemental, Period and Resource codes

H U

U435

Quotation Parity Utility

• Includes parity with future trade prices of Price book

N E

E41201U

Quote Types Maintenance

• U-LAUNCH enabled list view program showing all Quote types Codes used in quotes

N E

E41301

Quote Status Maintenance

• Data entry form for maintaining quote status and description

N E

E431U

Quote Items U-LAUNCH Explorer

• U-LAUNCH enabled list view program showing all items that make up a Quote

N E

E41301U

Quote Status Maintenance

• U-LAUNCH enabled list view program showing all Quote Status Codes used in quotes

N E

E4141U

Quote Elemental Codes

• U-LAUNCH enabled list view program showing all Elemental Codes used in quotes

N E

E415

Quotes Tracking Information Maintenance

• Entry program to capture Quote tracking information such as Sales Person, Quote type, Status, Order probability and follow-up date

N E

E4151U

Quote Resource Codes

• U-LAUNCH enabled list view program showing all Resource codes used in quotes

N R

R418

Quotes Register with Values and Win Probabilities

• General report for selecting quotes for a range of quote numbers, client codes, date, type, status, sales person, estimator and probable order date

N R

R4310

Differences Between Estimate and Trade Price Cost

• Allows comparisons of BOQ item prices and Trade Prices, prices from suppliers from a Specific Area, the Preferred Supplier prices, the Lowest Cost Prices or the Trade Prices as at future date

N R

R437

Quote Items by Element

• Report that lists BOQ items sorted by Elemental code tried

N R

R439

Quote Items by Period

• Prints the items of a quote subtotalled by period

N U

U4312

Quote Item Search and Replace Utility

H E

GLOBAL

Payroll

• Global change in the system from "Leisure Leave" to RDO

H E

E1244

Worksheets Entry

• New button to un-commit the worksheet so that changes can be made to it before processing payroll.
• Save RDO accrual when committing a worksheet and adjust the RDO accrual when un-committing

H E

E261

PAYG Payment Summaries

• Allow Tax wording for more than 100,000.00 dollars

H E

E309U

Personnel Explorer

• Ability to display last incomplete action date from Employee Tracking notes

H E

E311

Personnel Awards

• Option to flag the first daily and first weekly allowances for inclusion in the annual leave loading calculation

H E

E352

Timesheets Only

• Can cater for Admin jobs flagged as not accruing annual and/or sick leave

H E

E353

Recurring Pays with Deductions

• The need to load a recurring pay to save deductions in E353 - Timesheets & Pays, during payroll processing, has now been eliminated

H E

E353

Timesheets & Pays

• Option to include in the annual leave loading calculation the first daily and first weekly allowances
• Display only active employee deductions and check against deduction limit
• Allow overwriting of fields in Termination Pay screens
• For Z35304 installed: Job hours are entered from Monday to Sunday
• For Z35306 installed: Calculate and pay RDO at the rates it was accrued
• Only accrue RDO's on overhead jobs that are flagged to accrue RDO
• Allow general and/or individualised payslip notes
• Cater for Admin jobs flagged as not accruing annual and/or sick leave
• For Z35307 installed: Allow more than 1 monthly pay to be processed in a period

H E

E354

Daily Job Times (Current week only)

• Cater for Admin jobs flagged as not accruing annual and/or sick leave

H R

R261/P

PAYG Payment Summary Print

• Allow Tax wording for more than 100,000.00 dollars

H R

R305

Leave Liability

• Print to end of page if ZPRINTFULL is installed
• Accommodate large values

H R

R351

Timesheets report

• Accommodate larger values

H R

R3510

Adhoc Allowance Report

• Adhoc code selection

H R

R353

Timesheets Report

• Accommodate large values
• Apply on-costs percentage

H R

R354

Timesheets Report

• Apply on-costs percentage

H R

R3615

Fortnightly Pay Document

• For ZR36708 installed: Allows selection of Home office
• For ZR36707 installed: Blanks the hours worked for monthly employees
• Print termination break down
• Print individualised or general Payslip Notes

H R

R367

Weekly Pay Document

• For ZR36708 installed: Allows selection of Home office
• For ZR36707 installed: Blanks the hours worked for monthly employees
• Print termination break down
• Print individualised or general Payslip Notes

N E

E584

Payslip Standard Notes

• Enter and maintain standard notes that can be printed on payslips

N E

E585

Personnel Payslip Notes

• Run from E353 - Timesheets & Pays to add a payslip note (or modify a general payslip note) for each employee

N R

R309

Leave Liability Report by Home Office

• Leave Liability report can now be run by home office

N Z

E353

Z35303

• In E353 provide a pop up for user RDO allocation

N Z

E353

Z35304

• Display and enter hours in E353 – Timesheets & Pays from Monday to Sunday

N Z

E353

Z35305

• RDO paid at public holiday rate - When RDO is accrued while working on a public holiday it is paid out at the public holiday rate i.e. triple time

N Z

E353

Z35306

• When RDO is taken pay hours at the rate that they accrued

N Z

E353

Z35307

• Allow more than 1 monthly pay to be processed in a period

RECURRING PAYS (03a)

TYPE

PROGRAM

DESCRIPTION

H U

U352

Employee Default Pay Utility

• Cater for Admin jobs flagged as not accruing annual and/or sick leave
• Update the payroll for sick-leave, adhoc allowances and deductions in line with E353 – Timesheets & Pays

DEDUCTIONS (03b)

N E

E241

Schedule of Employee Deductions

• Program re-written to comply with U-LAUNCH framework
• Include a Deduction limit (deduction automatically becomes inactive when the limit is reached)
• Include an active flag for manual discontinuing
• The Deduction to date is also displayed

N E

E241U

Schedule of Employee Deductions

• Master / Detail U-LAUNCH enabled listview showing all deductions for an employee

N E

E251

Standard Schedule of Deductions

• Program rewritten to comply with U-LAUNCH framework
• Include a Deduction default limit

N E

E251U

Standard Schedule of Deductions

• U-LAUNCH enabled listview showing all standard deductions

H E

R233

Employee Net Pay Deduction Report

• Validate the Week Ending dates of the selection criteria

HUMAN RESOURCES (03e)

N E

E3041

Personnel Tracking

• Save the last incomplete action date so that it can be displayed by E309 – Personnel Explorer

N R

R3041

Personnel Tracking Report by Author

• Selection criteria includes ranges for employee code, author, creation date, action date and key words

N R

R3042

Personnel Tracking Report by Employee

• Selection criteria includes ranges for employee code, author, creation date, action date, resolved/unresolved and key words.

ACCOUNTS RECEIVABLE / DEBTORS (04)

TYPE

PROGRAM

DESCRIPTION

H E

E2051

Debtor Invoices

• For Z20544 installed: Invoices are constrained to the current month if user security level less than or equal to the Z parameter level.
• If Z20701 is installed: If the job has a claim schedule, allow the saving of an unpublished invoice so that R1175 progress claim schedule can be run for an unpublished invoice

H E

E2059

Invoice Loader

• Additional buttons to move selected record up/down
• Enhanced to allow multiple selection of records using Shift or Ctrl buttons

H E

E2101

Credit Notes

• For Z20544 installed: Invoices are constrained to the current month if user security lever less than or equal to the Z parameter level

H R

R2002

Debtor Transaction List

• Enhanced to relax the From Period to accept any period

H R

R20510

Client Invoices Posting Report

• Report Retention net of GST

H R

R2059

Aged Debtors for a Nominated Period

• Additional selection criteria: Branch (From/To)

N Z

E2051

Z20544

• When installed limit Invoice dates to that of the current month if user security is less then or equal to the Z Parameter level

HOUSING – STANDARD INVOICES AND STAGES (04b)

TYPE

PROGRAM

DESCRIPTION

N E

E1031

Default Claim Break & Narratives

• Program rewritten

B.O.Q. INVOICES (04e)

H E

E2054

BOQ Invoicing

• Cater for Fixed Asset Sales
• If chained from the Fixed Assets U-LAUNCH (E302001U), it allows entry of any contract job and treats the sale as Fixed Asset sale
• Enforce the rules for maintaining a low value pool if one is set up

N Z

E2054

Z205406

• Load BOQ Items from Estimate - When installed run U2054 to load BOQ items from the jobs estimate.

ACCOUNTS PAYABLE / CREDITORS (05)

TYPE

PROGRAM

DESCRIPTION

H E

E2204U

Creditors Explorer

• Ability to display last incomplete action date (Creditors Tracking notes)

H E

E2259U

Variation Dissection Committed costs

• List of Orders linked to a specific Variation Dissection

H E

E2261

Creditor Invoices

• For Z226123 installed: Invoices are constrained to the current month if user security lever is less than or equal to the level specified for the Z parameter.
• Recalculate the GST if the invoice amount is edited.
• Display the Due Date of the order
• User defined Terms of Payment
• Retention percentage calculation revised

H E

E2262

Creditor RCTI's

• For Z226123 installed: Invoices are constrained to the current month if user security lever is less than or equal to the level specified for the Z parameter.
• Recalculate the GST if the invoice amount is edited.
• Display the Due Date of the order
• User defined Terms of Payment
• Retention percentage calculation revised

H E

E2351

Creditor Payments

• Use the default Lodgement Reference (specified via E2201- Creditor Details) for all EFT Creditors

H E

E2355

Creditor Payments

• Accept the default Lodgement Reference for EFT Creditors. This reference can be edited for each payment.
• Allow payment of ZZZGST for invoices on closed jobs

H R

R22536

Creditor Retention Report

• Additional column to show retentions exclusive of GST

H R

R22610

Creditor Invoice Posting Report

• Reports Retentions net of GST

H R

R22611

Creditor Retention Report

• Extra columns to report values exclusive of GST

N Z

E2355

Z235522

• When installed don't print the date and time on the remittance advice

N Z

E2261/2

Z226123

• When installed constrain invoice dates to that of the current month if user security is less then or equal to the Z Parameter level

N Z

R22513

ZR2251302

• Default closed jobs to Y

N Z

R22513

ZR2251303

• Default output or booked costs for committed to C

N Z

R22513

ZR2251304

• Default unpublished orders to Y

WITHHOLDING TAX PAYMENTS (05b)

H E

E2311

WHT Payments

• Allows WHT payments for 30, 60 or 90 days

PURCHASE ORDERS (05c) (Procurement)

H E

E2251

Purchase Orders

• Chain to E2258 – Purchase Order scan instead of using the old style scan
• For Z225122 installed: Allow expected delivery dates on each line item
• For Z225123 installed: Allows access to increase the PC Sum on a published order, either by overtyping the PC Sum value or by the addition of extra items (does not allow editing or deletion of existing items)

H E

E2254

Purchase Orders Variations

• For Z225122 installed: Allow expected delivery dates on each line item
• Chain to E2258 – Purchase Order scan instead of using the old style scan
• For Z225123 installed: Allows access to increase the PC Sum on a published order, either by overtyping the PC Sum value or by the addition of extra items (does not allow editing or deletion of existing items)

H E

E2257U

Purchasing Explorer

• Ability to display last incomplete action date (Order Tracking notes)

H R

R2258/B

Purchase Order Printing

• Expected Delivery Dates of line Items

DELIVERIES AND EXPEDITING (05d)

TYPE

PROGRAM

DESCRIPTION

N Z

E2251

Z225122

• Allow entry of expected delivery date for line items

N Z

E2251

Z225123

• Allows access to increase the PC Sum on a published order, either by overtyping the PC Sum value or by the addition of extra items (does not allow editing or deletion of existing items)

N Z

E2251

Z225124

• Default New Orders to Not Published - When Z225110 is installed, default publish flag to N

N Z

E2251

Z225125

• Save new Purchase Orders as Cancelled, when Z225110 installed. When escaping, if order narration is blank, save narration as “Cancelled Order” if order is not published.

H E

E2242

Expediting Scan

• Display the 3 extra item descriptions

H R

R1205

Expediting Report - Current Status

• The selection criteria have been reordered to reflect the sorting order of the report

EFT FOR CREDITORS (05f)

H R

R2406

Create Creditor EFT ABA File

• Include the Lodgement Reference for each Creditor

INVENTORY (06) (Contractors Inventory)

TYPE

PROGRAM

DESCRIPTION

H E

E1851

Requisition Entry

• Cater for variable dissection names

CASH BOOK (07)

TYPE

PROGRAM

DESCRIPTION

H E

E2456

Bank Transfer

• For Z245601 installed: do not automatically cash receipt or payments

H E

E2458

Intercompany Transfers

• Allow up to 99 cheques per transfer

N R

R24511

Cashbook expenses by Branch

• Selection criteria include ranges for branch code, account code, date and whether to include creditor and cash book expenses

N Z

E2456

Z245601

• When installed, E2456 doesn't automatically cash receipts or payments

GENERAL LEDGER (08)

TYPE

PROGRAM

DESCRIPTION

H E

E911

General Ledger Journals

• Create a balancing entry if Z91102 is also installed and the journal does not balance for the branch

H E

E982

Debtor & WHT Account Codes

• Re-organised as a tabbed program
• Additional Fixed Assets Information

H R

R904

Profit & Loss

• Exclude printing of Branches with no movement

H U

U904

General Ledger Chart Copy Utility

• Exclude consolidated branches when copying

H U

U2517

General Ledger Post Utility

• If an account has been entered in E2051 –Invoices/Progress Claims, and Z20518 - Select GL A/C For Debtor Invoices installed, then post the receipt to that account, not the default account

H U

U2519

Payroll Posting

• For Z251902 installed: For admin job less than 101, post to the employee's Home Office Branch instead of the default branch of the admin job

H U

U25110

Payroll Posting

• For Z251902 installed: For admin job less than 101, post to the employee's Head Office Branch instead of the default branch of the admin job

N Z

E911

Z91104

• Create a balancing entry if Z91102 is also installed and the journal does not balance for the branch

N Z

U2519

Z251902

• Post overhead job transactions to home office branch

N Z

U9000

ZU90001

• Will log out all users at the time when the batch posting is to be run

MAINTENANCE (09)

TYPE

PROGRAM

DESCRIPTION

H E

E613

Main Menu

• F9 to run E510301 – Procedures program

H E

E461

Price book

• Accept a future item price and a future date on which that price will become effective

H E

E461U

Price Book

• Field added to search for item

H E

E2201

Creditors details

• Allow countries China and Hong Kong in addresses
• Accept a default lodgement reference for EFT payments

H E

E22003U

Supplier Specific Pricing

• U-LAUNCH enabled list view program listing the items that have been specifically priced by the selected su pplier, equipped with a quick-search option

N E

E51

Terms of payment

• User definable terms of payments maintenance program

N E

E51U

Terms of payment

• U-LAUNCH enabled listview program showing all Terms of Payment

N E

E20061

Multiple site Addresses

• Data entry form for Multiple site addresses

N E

E20061U

Multiple site Addresses

• U-LAUNCH enabled list view program showing alternative site Addresses for a client. Multiple site addresses may be defined for each Area Code for each debtor

N E

E46101

Future Price maintenance

• Data entry form for maintaining future unit prices and dates of items in the price book

N E

E46101U

Future Prices Explorer

• U-LAUNCH enabled list view program showing future unit prices and dates of items in the price book

N U

U46101

Utility to update the Trade Price with the future price

• Moves the future price to the actual price of the item if the future date falls within the selected range

N R

R51

Terms of payment

• Listing of all terms of payment

N Z

R2001

ZR2000101

• When installed don't print the company name on the top of the BAS Audit trail

UTILITIES (10)

TYPE

PROGRAM

DESCRIPTION

H E

E614

Related Programs Menu

• New button for user defined Procedures

H U

U002

End of Year Utility

• Enforce the rules for maintaining a low value pool if one is set up

N E

E616

User Procedures Menu

• Allow users to select and view any procedures that have been set up for them

N E

E510301

User Procedures Maintenance

• To be used by administrators to set-up group or individual procedures

PRIVATE MENUS (10d)

H E

E612

Private Menus

• New button for user defined Procedures

CONSULTANT, SUPPLIER AND SUB-CONTRACTOR DATABASE (11b)

TYPE

PROGRAM

DESCRIPTION

H E

E1912

Creditor Contact Details

• Ability to validate contact ratings against pre-defined ones

H E

E2202

Creditor Details

• Ability to validate contact ratings against pre-defined ones
• Ability to enter a Default Lodgement Reference for each EFT Creditors
• Allow China and Hong Kong in Address (Country)

N E

E220101

Creditor Ratings maintenance

• Data entry screen for Creditor Ratings

N E

E220101U

Creditor Ratings maintenance

• U-LAUNCH enabled listview program showing all Creditor Ratings

DOCUMENT AND DRAWING REGISTER (11c)

H E

E702

Document Assistant

• Sensitive to milestone scheduling: If the document is published and the document code has been attached to a milestone activity for the job, then the activity will be marked as completed
• For Z71101 installed: Prevent non authors from viewing document if flagged as private and user level is less than level specified in E2701

H E

E703

Stored Document Loader

• For Z71101 installed: Prevent non authors from viewing document if flagged as private and user level is less than level specified in E2701

H E

E711

Document Body Details

• Ability for the Author to specify if a document is private, in which case only the author and users of high security level can view the contents of a document

H E

E712

Document Cross References

• Allow cross-referencing an employee code
• Allowance made for accepting in the future, employee Classification code and Quotation number as cross references

11c Continued…

TYPE

PROGRAM

DESCRIPTION

H E

E713U

Document System Explorer

• Ability to display last incomplete action date (Document Tracking notes)

H E

E741

Document Tracking

• Save the last incomplete action date so that it can be displayed by the Documents explorer

H E

E771

Document Attachments

• For Z71101 installed: Prevent non authors from viewing document if flagged as private and user level is less than level specified in E2701

H R

R712

Document Preview

• For Z71101 installed: Prevent non authors from viewing document if flagged as private and user level is less than level specified in E2701

H R

R723

Complete / Incomplete Actions

• For Z71101 installed: Prevent non authors from viewing document if flagged as private and user level is less than level specified in E2701

H U

U712

Document Deletion Utility

• For Z71101 installed: Prevent non authors from deleting a document if flagged as private and the user level is less than the level specified in E2701

N E

E714U

Job Documents Explorer

• U-LAUNCH enabled listview program to display all documents associated with a specific job. This explorer is sensitive to security levels

N E

E718U

Documents by Employee

• U-LAUNCH enabled listview program to show all documents cross-referenced to an employee

N Z

E711

Z71101

• Prevent viewing of documents flagged private by users with security less than that specified in E2701

JOB COST, PERFORMANCE AND FORECAST (12)

TYPE

PROGRAM

DESCRIPTION

H E

E1100

Job Details

• New F7 related programs button
• For Z110001 installed: allow locking of job budget by anyone. Unlocking for high security users only
• Ability to select a site address from multiple site addresses all linked to the same client
• Automatically generate milestone scheduling if the module is installed and a job of the same job-classification has been designated as a template for milestoning through E10931 – Job classifications

H E

E11018U

Jobs Explorer

• Ability to display last incomplete action date (Job Tracking notes)

H E

E1102

Overhead Jobs

• Ability to flag jobs to accrue (or not) RDO
• Allow multiple Fixed Asset jobs (range 900 – 999) per branch
• Allocate Job 16 for unpaid sick leave
• Ability to flag jobs to accrue (or not) sick leave
• Ability to flag jobs to accrue (or not) annual leave

H E

E1111U

Variations Explorer

• Includes footer displaying the variation breakdown by status and whether a variation was included in the statement/contract or not

H E

E1111

Variations

• For Z111110 installed: Allow locking of budgets by anyone. Unlocking for high security users only

H E

E1121U

Rise & Fall Explorer

• Includes footer displaying the Rise & Fall breakdown by status and whether a variation was included in the statement/contract or not

H E

E1121

Rise & Fall

• For Z112110 installed: Allow locking of budgets by anyone. Unlocking for high security users only

H E

E1131/U

PC Sums Explorer

• Includes footer displaying the PC sums breakdown by status and whether a PC sum was included in the statement/contract or not

H E

E1131

PC Sums

• For Z113113 installed: Allow locking of budgets by anyone. Unlocking for high security users only

H E

E1141

Variation Cost Budget

• Caters for Variable Dissection names

H E

E1151

Rise and Fall Cost Budget

• Caters for Variable Dissection names

H E

E1161

PC Sum Cost Budget

• Caters for Variable Dissection names

H E

E20001

BAS Lodgement Assistant

• Relax start month so that periods less than –11 can be loaded

H E

E583

Job Notes

• Ability to Trigger Milestone Scheduling when an email is sent
• Text is not highlighted anymore, for easier editing

H U

U20001

BAS loader

• Allow loading of transactions for any previous period (Relax the 11 start month limit)

H R

R11018

Retentions Report by Client

• Exclude jobs with 0% Retention and Retention to date equal to zero

H R

R11034

Gross Revenue and Cost Report

• Report creditor claims retention exclusive of GST

H R

R11036

Gross Revenue & Cost Report by Job

• Allow job numbers in selection criteria less than 10001

H R

R11037

Gross Revenue & Cost by Project Man

• Allow job numbers in selection criteria less than 10001

H R

R12026A

Project Cost Management

• Additional selection criteria: Dissection Code From/To
• Exclude any dissections with zero value
• Pass job range from / to when chaining to U11012 Saving Period Final Estimate to Complete so that the utility updates the forecasting information only for the range of jobs to be printed

H R

R12037

Periodic Job Transaction Report NET of GST

• Exclude any dissections with zero value

H R

R1204

Job Cost Dissections - Cost Control

• Parameter accepting

H U

U20002

BAS Loader (CASH BASIS)

• Pick up GST on $0 Payments

N E

E191101U

Contact Ratings maintenance

• U-LAUNCH enabled list view program showing all contact Ratings

N E

E1205U

Dissection Make-up

• List of Variations, PC Sums and R&F that use a specific dissection

N Z

E1100

Z110001

• Job Cost Budget Lock - Allows Budget to be locked by any user. To unlock, security level must be greater or equal to what is specified in E2701

N Z

E1111

Z111110

•  Variations Budget Lock - Allows Budget to be locked by any user. To unlock, security level must be greater or equal to what is specified in E2701

N Z

E1121

Z112101

• RF Budgets Lock - Allows Budget to be locked by any user. To unlock, security level must be greater or equal to what is specified in E2701

N Z

E1131

Z113103

• PC Sums Budget Lock - Allows Budget to be locked by any user. To unlock, security level must be greater or equal to what is specified in E2701

N Z

E1201

Z120113

• Uses the average labour cost as unit cost - Calculates the current average labour in labour related forecasting items

H U

U11012

Saving Period Final Estimates to Complete

• Accept parameters to run for a range of jobs only, thus making it faster when a periodic forecasting report is run just for one job or for a range of job numbers

JOB SORT CODE REPORTING (12a)

TYPE

PROGRAM

DESCRIPTION

H R

R11046

Gross Revenue & Cost By Sort Code

• Allow job numbers in selection criteria less than 10001

BRANCH JOB REPORTS (12e)

H R

R11047

Gross Revenue & Cost By Branch

• Allow job numbers in selection criteria less than 10001

JOB STREAMLINING, ACCOUNTS CONTROL (12g)

H E

E10931

Job Classifications

• Accept a template job for milestone scheduling. Jobs of the same classification have their milestone schedule created automatically as per the template

MILESTONE SCHEDULING (13)

TYPE

PROGRAM

DESCRIPTION

H E

E1051

Activities / Sections for Schedules

• Allowance to specify a document code instead of a dissection code if you select E702 - Document Assistant as the program code

H E

E1061

Pre-Contract Job Activities

• Parameter accepting

H E

E1062

Post-Contract Job Activities

• Parameter accepting

SERVICE MODULE (14)

TYPE

PROGRAM

DESCRIPTION

H E

E1211

Job Team

• Data entry form for the Job Team, brought in-line with the U-LAUNCH framework
• U-LAUNCH enabled list view program showing the team that will work on a service job

N E

E1211U

Job Team

• U-LAUNCH enabled listview program to display the jobs scheduled for a day

H E

E121101

Service Scheduling Board

• Data entry form for the scheduling board

H E

E308

Employee Schedule Flag maintenance

• Data entry form for maintaining the scheduling flag

N E

E121101U

Service Scheduling Board

• U-LAUNCH enabled listview program showing the schedule of all technicians for a day

N E

E308U

Employee Schedule Flag maintenance

• U-LAUNCH enabled listview program showing all employees that can be scheduled (appear on the scheduling board for service jobs)

N E

E20051

Preferred/Rejected Technicians

• Data entry form for Preferred and Rejected Technicians

N E

E20051U

Preferred/Rejected Technicians

• U-LAUNCH enabled list view program showing Preferred and Rejected Technicians for a client

FIXED ASSETS (17)

TYPE

PROGRAM

DESCRIPTION

H E

E302001

Fixed Assets Details maintenance

• Allow prior year purchases

H E

E302001

Fixed Assets Details

• Enforce the rules for maintaining a low value pool if one is set up

H E

E302401

Fixed Asset Depreciation Rates

• Enforce the rules for maintaining a low value pool if one is set up

H E

E302601

Fixed Assets Disposals

• Enforce the rules for maintaining a low value pool if one is set up

H E

E303001

Depreciation types

• Accept a value below which the system will prompt for immediate write-down for new Fixed Asset items
• Accept a flag to indicate whether to use a Low Value Pool for each depreciation type

H U

U302001

Depreciation Calculation

• Enforce the rules for maintaining a low value pool if one is set up

N U

U302004

Utility to delete a fixed asset item

• Only if the asset has not been depreciated or used in any other transaction

N U

U303001

End of year low Value Pool Maintenance

• Called by the end of year utility. If the Fixed assets module is installed, and the low value pool is implemented, it adds the low-cost pool to the low-value pool and re-initialises the low-cost pool

N E

E303101

Low Value Pool setup

• Set-up the low value pool items and their depreciation rates

N R

R302403

Fixed assets eligible to join the Low Value Pool

• Run after the end of year update to list all assets that may be included in the low value pool

N Z

U302001

Z302001

• Populate the rates table with defaults when a new fixed asset is created