Version 1.92.1

Invoice Transactions no longer require Market Filter when Custom Setting “Allow All Markets Filter for Invoicing” is enabled

Version 1.92.1

Invoice Transactions no longer require Market Filter when Custom Setting “Allow All Markets Filter for Invoicing” is enabled

Issue fixed: When Custom Setting ‘Timecards Config Edit’ has ‘Allow All Markets Filter for Invoicing’ Enabled, Transaction Invoice function requires a Market to be used as a Filter. This requirement has been removed

Version 1.92 | General Release

AM/PM Timesheets
Invoice Group By Type now derived from Client on Placement, Not Job Order
Client on Job Order needs to be same as Client on Placement
Invoice Group By Invoice details now derived from Placement not Job Order
Custom Setting to prevent ‘Invoice details’ fields being overridden on Placement
Validate Invoice fields on Placement / Lock Invoice fields on Placement and Job Order
Can process Fee Invoices using Filters (such as Market)
CC: field on Consolidated Invoice
Leave Toggle on Timesheet Entry Portal should disappear when disabled in Custom Setting
Error message when Invoice Type not chosen on create Invoice
Solution for Invoice Group By in Account where ‘None’ or Custom option is added to picklist
Remove Validation when Invoice Delivery Method = Paper

Version 1.92

General Release

AM/PM Timesheets

Some clients have requested that candidates be able to enter timesheets using AM/PM format rather than 24 hours format. Timesheets can now be set up to enable to use AM/PM format.

Please see User Guide for usage instructions.

 

Invoice Group By Type now derived from Client on Placement, Not Job Order.

Issue Enhanced: ‘Invoice Group By’ type will now be determined by the Account assigned to the Client on the Placement. Previously ‘Invoice Group By’ type was derived from the Account assigned to the Client on the Job Order.

 

Client on Job Order needs to be same as Client on Placement

Issue fixed: Account assigned to Client on Job Order needs to be the same as Account assigned to Client on Placement. To ensure this happens we have a trigger that will populate Client on Placement with the Client on Job Order.

In addition to this, an error message will occur if user tries to save a different Account in Client on Placement to that used in Client on Job Order.

 

Invoice Group By Invoice details now derived from Placement not Job Order

Issue Fixed: Previously Invoices gathered ‘Bill to Contact’, ‘Bill to Account’ and ‘Purchase Order’ details from Job Order.  This resulted in a limitation as not all Placements for a Job Order necessarily had the same details. We fixed this by changing the Invoice source details to be taken from Placement not Job Order.

 

Custom Setting to prevent ‘Invoice details’ fields being overridden on Placement

Issue Fixed: With the change so Invoice source details are taken from Placement, we needed to introduce capability to turn off facility to send ‘Bill to Contact’, ‘Bill to Account’, ‘Purchase Order Number’, ‘Market and ‘Pay Schedule’ details from Job Order to field of the same name on Placement at the Org Level for client that may not wish to use this facility.

We fixed this by introducing a check box in Timecard System Custom Setting called “Turn off Placement Field Population”. When checked, Placement fields will no longer receive details from Job Order.

 

Validate Invoice fields on Placement / Lock Invoice fields on Placement and Job Order

Issue Fixed:

  1. If the client is using Invoices then we need to ensure that the Invoicing Fields on Placement are populated
  2. If the client is using invoices and transactions have been created for a Placement and Job Order then Invoicing Fields cannot be edited
  3. If client needs to change Placement or Invoices after transactions have been created for Placement then they are able to do so.

To resolve the issues a checkbox has been added to Job Order called ‘Invoicing Lock’. When checked the following will happen:

  1. When transactions are created, if the requiring Invoicing Fields are Blank (i.e. Bill to Contact) then a debug header and debug log will be created advising user of required fields.
  2. If Placement has transactions created, then ‘Bill to Account’, ‘Bill to Contact’, ‘Purchase Order Number’ and ‘Client Hiring Manager’ cannot be edited on Placement.
  3. ‘Bill to Account’, ‘Bill to Contact’, ‘Purchase Order Number’ cannot be edited on Job Order

When Invoicing Lock is unchecked the following will happen:

  1. I can edit ‘Bill to Account’, ‘Bill to Contact’, ‘Purchase Order Number’ and Client Hiring Manager on both Job Order and Placement
  2. Transaction of timesheets will be successful if  ‘Bill to Contact’, ‘Purchase Order Number’ and Client Hiring Manager are null on Placement.

 

Can process Fee Invoices using Filters (such as Market)

Issue fixed: When I add Market to Fee and then want to create Fee Invoices filtered by Market. No Fee invoices are created. A fix in code was done to ensure users can successfully create Fee invoices based on desired filter.

 

CC: field on Consolidated Invoice

Issue Fixed: When CC: field on consolidated invoices is populated and invoices are sent. CC: recipient does not receive email. We fixed this by correcting the code so CC: recipient will receive email.

 

Leave Toggle on Timesheet Entry Portal should disappear when disabled in Custom Setting

Issue fixed: When ‘Timecards Config Edit’ Custom setting has “Enable Leave” disabled then Leave should not show as a picklist in Candidate Timesheet Entry Portal. We have changed the code to make sure the Leave column on portal does not show.

 

Error message when Invoice Type not chosen on create Invoice

Issue fixed: When no Invoice Type has been chosen when creating invoice, user is taken to a error page that does not accurately describe the issue. To fix this, on page validation has been implemented which will explain the issue to users when Invoice Type has not been selected.

 

Solution for Invoice Group By in Account where ‘None’ or Custom option is added to picklist

Issue fixed: Where Invoice Group By on Account has ‘None’ or a custom option selected then issue occurs when Invoices are created. To resolve this we introduced a field into ‘Timecards Config Edit’ Custom setting called “Invoice Group By Placement”. When Enabled then Placement will be the default Group By Type when invoices are created. When disabled then an debug header and debug log will occur when transactions are created and “None” or invalid Invoice Group By is selected.

 

Remove Validation when Invoice Delivery Method = Paper

Issue fixed: There is a requirement that the ‘Bill to Contact’ for invoices has an email address. However this is not needed where ‘Delivery Method’ = ‘Paper” as a result this requirement has been removed for this scenario.