Version 1.106

Rejected Reasons Not Appearing Within the Timesheet Reject Email Template
Client to Job Order Configurator
Billing Entity – New Field on Transaction
Filter Invoices by Billing Entity
Payrun Batches that are Funded
If Users currency differs from Job Order Currency and a new Timesheet Entry Line is Added. Currency is wrongly derived from Users Currency
New Fields added to Payrun Batch field set
Add Description on Award Master (Rate Rues) configuration VisualForce pages
Field Set on Award Master (Rate Rules)
Update transaction invoice payment status to unpaid when invoice created
Update transaction when invoice paid

Version 1.106

Rejected Reasons Not Appearing Within the Timesheet Reject Email Template

When a timesheet is rejected via Timesheet Manager, a pop up will show asking users to provide reason timesheet is rejected. This rejection reason was previously not showing in the email provided to the Candidate. This has now been corrected.

 

Client to Job Order Configurator

A new Configurator has been introduced to custom settings that will allow users to copy data from specified fields on a Client/Account record and place them into designated fields on an associated Job Order.

This function works in the same way as the Placement Configurator.

For example if Billing Entity is “Entity1” on the Account, then the Job Order Configurator can be set so that “Entity1” will be populated to the Billing Entity field on the Job Order upon creation of the record.

To action the Job Order Configurator:

Setup > Develop > Custom Setting > Job Order Configurator > Manager > New

When populating the fields on Job Order Configurator; the API name not the label will need to be applied. (i.e. on Job Order Field if “Purchase Order Number” then use full API name tc9_ti__PurchaseOrderNumber__c)

Note: If ‘Record Type’ is left as blank then the Configurator will apply to all Job Order record types.

 

Billing Entity – New Field on Transaction

A new field called Billing Entity has been introduced onto the Transaction record. When a new Transaction is created, the Billing Entity on the transaction will be populated with the same Billing Entity used in the Placement associated/related to the Transaction.

Note: This field cannot be edited once created.

 

Filter Invoices by Billing Entity

Billing Entity can be made available as a filter option for Process Invoices. To filter invoices by Billing Entity go to:

Transactions Object > Field Sets > ProcessInvoices (Edit) > Add ‘Billing Entity’ 

 

Payrun Batches that are Funded

For organisations that invoice and receive payments before payment by candidates, new functionality has been introduced to enforce payment of invoices before related transactions can be included in a payrun batch.

 

If Users currency differs from Job Order Currency and a new Timesheet Entry Line is Added. Currency is wrongly derived from Users Currency

Currency for timesheets is derived from the Job Order however there is a scenario where if an extra timesheet entry line is added to a timesheet via either Timesheet Entry Portal or Timesheet Manager and the user has a currency that differs to the timesheet then an error will occur. This issue has now been corrected and any added timesheet entry lines will apply the same currency as the existing timesheet.

 

New Fields added to Payrun Batch field set

The following fields have been added to the Process Payrun Field Set found on the Transaction object. When these field are added, a Payrun Batch can be filtered by the chosen fields.

  1. Billing Entity
  2. Consolidated Invoice
  3. Expense
  4. Funding Override
  5. Funding Requirement
  6. Invoice Payment Status
  7. Record Type

To add these fields to a Payrun Batch

Transactions Object > Field Set > Edit ProcessPayrun >  

 

Add Description on Award Master (Rate Rues) configuration VisualForce pages

A new field on Award Master VisualForce Page has been added so that Description can be added to describe the purpose of the Award Master.

 

Field Set on Award Master (Rate Rules)

Award Master VisualForce page will now display fields added to the Award Master (Rate Rules) fields set. Up to 15 fields can be displayed on the VisualForce page based on Field Set.

To add fields to the Award Master VisualForce page:

Award Master (Object) > Field Set > Award Master Configuration Page Custom (Edit)

 

Update transaction invoice payment status to unpaid when invoice created

Transactions record the status of Invoice Payment. When a Consolidated Invoice is created via Process Invoices, the Invoice Payment Status field on the Transaction will be updated to show “unpaid”.  

This field will remain as unpaid until the Balance Due on the Consolidated invoice is 0 or negative 0.

 

Update transaction when invoice paid

When Balance Due is updated to 0 or less than 0 then Invoice Payment Status on Transactions for related Invoice shall updated to “Paid” and Invoice Payment Update Status on Consolidated Invoice checkbox shall become true.

If any transactions for related invoice are no updated to Paid then Invoice Payment Update Status on Consolidated Invoice shall remain as False. or unchecked.

Version 1.105.1 | General Release

OnPage Validation – show all Invoices

Version 1.105.1

General Release

 

OnPage Validation – show all Invoices

Where more than 10 debugs are required to be reported, for a single send by Invoice by email, the on Page validation will only show the first 10 occurrences. This has been corrected to show all invoices that failed to send.

Version 1.105

Consolidated Invoice Creation Redesign
Consolidated Invoice Creation Redesign – Exception handling enhancement
Extend Placement Configuration functionality for Record Types

Version 1.105

Consolidated Invoice Creation Redesign

The process for creating PDF for Invoices has been enhanced. Users are now able to create Invoice PDF attachments for many invoices at one time.

There are two methods of doing this

  1. On Demand
  2. Via Schedule

 

On Demand Method

A new field has been introduced on Consolidated Invoice called “PDF Generated Flag”. Where this is false AND Consolidated Invoice Link Token is blank and user performs any of the following actions

  1. “Preview Invoice” in Consolidated Invoice
  2. “Send Invoice Email” in Consolidated Invoice
  3. “Send Invoice Email” in Consolidated Invoice List View (with at least one chosen Invoice)

Then the following will happen:

  1. A new Invoice PDF Attachment of the Invoice will be created. This can be found in the Notes and attachment section of the Consolidated Invoice
  2. Any pre-existing PDF Attachments in Notes and Attachment section of Consolidated Invoice naming will be updated with the word “Superceded”
  3. A new Token Link will be created
  4. A new Online URL will also be created
  5. PDF Generated Flag will = True

If actions 2 or 3 are selected, then new invoice will be sent as an email with either; PDF attached OR as an Online URL link

(Note: Print Function found in Consolidated List View will be implemented in a later release)

Where PDF Generated Flag = True and Token Link exists then existing PDF attachment will be Previewed or Emailed.

 

Via Schedule Method

An Apex Scheduled Batch Job can be set up so that all Consolidated Invoices can be updated with a new Invoice PDF attachment. This schedule can be set up to run every ten minutes or as often or as little are desired.

 

To set up the scheduler

Set up > Developer Console > Debug > Open Execute Anonymous Window 

Then insert the following script

System.schedule('ScheduleCreateInvoiceAttachments 00', '0 00 * * * ?', new tc9_ti.ScheduleCreateInvoiceAttachments());
System.schedule('ScheduleCreateInvoiceAttachments 01', '0 10 * * * ?', new tc9_ti.ScheduleCreateInvoiceAttachments());
System.schedule('ScheduleCreateInvoiceAttachments 02', '0 20 * * * ?', new tc9_ti.ScheduleCreateInvoiceAttachments());
System.schedule('ScheduleCreateInvoiceAttachments 03', '0 30 * * * ?', new tc9_ti.ScheduleCreateInvoiceAttachments());
System.schedule('ScheduleCreateInvoiceAttachments 04', '0 40 * * * ?', new tc9_ti.ScheduleCreateInvoiceAttachments());
System.schedule('ScheduleCreateInvoiceAttachments 05', '0 50 * * * ?', new tc9_ti.ScheduleCreateInvoiceAttachments());

When “ScheduleCreateInvoiceAttachments” in batch Apex is run then the PDF Invoice Attachment will be generated for all Consolidated Invoice which have never previously created a PDF Invoice Attachment or where PDF Generated Flag = False and Token Link is blank. This is done every 10 minutes.

 

Creating a New PDF Attachment

PDF Invoice Attachment can be found in Consolidated Invoices >  Notes and Attachment. The currently used PDF Invoice Attachment will have the name “C INV *****”. All old or no longer used Invoices will have the name “Superseded C INV ****” as part of it name.

To create a new PDF Attachment, delete the Link Token or Online URL from Consolidated Invoice. This action will do the following

  1. Delete Link Token
  2. Delete Online URL
  3. Change PDF Generated Flag from True to False
  4. Updated name of previously used Invoice from  C INV **** to Superseded C INV ****

Once this is done, action either the On Demand or Via Schedule Method

 

Consolidated Invoice Creation Redesign – Exception handling enhancement

If a user tries to action any of the following

  1. Preview Invoice in Consolidated Invoice
  2. Send Single Email in Consolidated Invoice
  3. Send Email in Consolidated Invoice List View (with at least one chosen Invoice)
  4. Print Function found in Consolidated List View (once implemented in later release)

and any of the following details are missing

  1. Bill to Contact
  2. Bill to Contact Email
  3. Bill to Account
  4. Invoice Templates not defined for record type
  5. Delivery Method
  6. Payment Terms
  7. An individual Invoice Attachment size is greater than 5mb
  8. Total Invoice size is greater than 10mb (where more than 1 Invoice is in batch)

User will receive on-Page Validation notifying user of Invoices with missing information. These Invoices issues will need to be corrected and Invoice resent as an Email.

 

Extend Placement Configuration functionality for Record Types

Placement Configuration Functionality has been extended to apply to all Placement Record types. Previously the Configurator only applied where Placement record type = Shift.

The Placement Configurator allows users to copy data of chosen fields in the Job Order and place them in Placements of a particular record belonging to that Job Order.

For example If Base Bill Rate is 9 on a Job Order. Then Base Bill Rate on a Placement with Record Type – Temp will also be 9 if this is defined this way on the Placement Configurator.

Note: If ‘Record Type’ is left as blank then Configurator will apply to Placement of all record types.

 

To action the Placement Configurator:

Setup > Develop > Custom Setting > Placement Configurator > Manager > New

When populating the fields on Placement Configurator; the API name not the label will need to be applied. (i.e. on Job Field if cloning “Base Pay Rate” then use full API name tc9_ti__Base_Pay_Rate__c )

 

Version 1.104

Delivery Method and Payment Terms locked in if Link Token for Consolidated Invoice is created
Fields added via Field Set to Create Payrun Page not be compulsory
Approver Email Issues
Invoice Payments and Balance Against Consolidated Invoices
New Description Field on Award Master
Update Maximum License Limit error message and help text
Backing Sheet on Invoice will now show where no Timesheet Entries are recorded for each day of the week
Field Set on Award Master
Transactions Apex Job Scheduler will not commence if Generate Timesheet Scheduler is in progress

Version 1.104

Delivery Method and Payment Terms locked in if Link Token for Consolidated Invoice is created

To ensure that Delivery Method and Payment Terms cannot be changed once an Invoice has been created, Users cannot change the Delivery Method and Payment Terms of that invoice unless the Link Token or Online URL is deleted.

This rule has been implemented because Delivery Method and Payment Terms is derived from the Account. Previously If a user changed the Delivery Method or Payment Terms on the Account record then this was updated on invoices despite the fact invoice had previously been created.

 

Fields added via Field Set to Create Payrun Page not be compulsory

The dynamic filters used on the Create Payrun page (added via the field set) are acting as required fields if the field is also a required field on the Transaction object level. This is because the field set is taken from the Transactions Object. This has been changed and all filters added via Transaction Field Set to Create Payrun will show as not required by default.

Approver Email Issues

A new custom setting “Timesheet Approval Email on New Token” has been added to TimeCards Config. This setting, when = True, will allow Users to only receive Approver emails when a New Link Token is created.

This means that Users will only receive one Approval request email, per Candidate per week, when the Link Token has expired and a New Token is created.

This setting can be turned on at

Custom Settings > TimeCards Config

 

Invoice Payments and Balance Against Consolidated Invoices

A solution has been introduced giving back office the ability to record invoice payments and also balances remaining against a consolidated invoice. This feature is intended to assist where invoices have only been partially paid and to help record the amount still owing.

To resolve this a new object has been introduced called “Invoice Payment” and two new fields have been added to Consolidated Invoice. These fields are “Total invoice Payments” and “Balance Due”.

When Invoice Payments has a record created for a chosen Consolidated Invoice, then data in this record will be reflected in Total invoice Payments and Balance Due.

Total invoice Payments will sum all Invoice Payments for linked Consolidated Invoice.

Balance Due will be “Total invoice Inc tax” minus “Total Invoice Payments”

 

New Description Field on Award Master

A new field has been added to Award Master called “Description”. This field will allow Payroll to added a short description describing the purpose of the Award Master and how it is used.

 

Update Maximum License Limit error message and help text

In v1.102 instructions were given to set up the Maximum Licence Limit in Custom setting. The error message has been improved to better guide users where Maximum Licence Limit issues occur due to lack of or incorrect set up.

 

Backing Sheet on Invoice will now show where no Timesheet Entries are recorded for each day of the week

If an Ordinary Hours Award Master is used the field “Is the interpretation solely based on weekly logic” is True. Then all working days of the week are added up and combined onto one single day of the week in a single transaction. This was causing an issue with Invoice Backing Sheet as this was relying on each transaction for Timesheet Entry Details. This has now been changed and the Backing Sheet will show all working hours on the day with the times worked.

 

Field Set on Award Master

A Field Set has been added to the Award Master Object which will allow users to customise their award master or rate rules to better captured their desired data.

This field set can be found at

 Setup > Create > Objects > Award Master (Rate Rule) > Field Set

Note: Fields will not currently show on Award Master VisualForce page, this will be added in a later release.

 

Transactions Apex Job Scheduler will not commence if Generate Timesheet Scheduler is in progress

To prevent potential record locking and therefore potential data issues, if Generate Timesheet Apex Job Scheduler is in progress, Process Timesheet Scheduled job to create Transactions will not commence.