Version 1.110.1 | General Release

Fields not populated for credit notes transactions
Processing of Invoices using Non Batch Method. Remap of preview screen.

Version 1.110.1

General Release

 

Fields not populated for credit note transactions

When a credit note is created, the corresponding transactions were not being marked with the matching invoice details. This has not been corrected and transactions related to the credit note shall have the following fields populated:

  • Invoiced__c
  • Invoice_Date__c
  • Consolidated_Invoice__c

Note: Invoice_Date__c will show the date the credit note was created.

 

Processing of Invoices using Non Batch Method. Remap of preview screen.

In 1.107 a revision was made to the Invoice Group By mapping rules. When users attempt to Process Invoices and they have the following setting defined:

Setup > Custom Setting > Timecards Config > Process Invoice by Batch = False

Then users will be presented with an Invoice Preview option screen so that users can select which invoices to process. This preview screen is updated so that the Bill to Account and Bill to Contact screen align with the new Group By mapping done in 1.107.

Version 1.110

Define Timesheet Entry format at placement level
Candidate Portal Timesheet Entry Error
Solution if Work Week Start Day in Custom Setting has a Typo
Rename “Save and Print” File
System timeout sending large PDF by email
Non Batch Method for Process Invoices
Timesheets not showing in Timesheet History on Client Approval Portal
Hitting ‘Enter’ key on Timesheet Manager page whilst cursor is in a field will close the VF page
Consolidated Invoices of the ‘Fee’ record type are not having the ‘Job’ field populated.
Validate fee currency
If I clone a Fee that has been invoiced. New/Cloned Fee will not be included in Invoice Processing

Version 1.110

 

Define Timesheet Entry format at Placement level

There are two types of formats for entering time in Timesheets, these are Start/End Time (ie. 24 hours or AM/PM) and Total Hours (i.e number of hours worked). The Timesheet format can now be defined at the Placement level for Timesheets.

When defined at the Placement level, the chosen Timesheet format will override the Org Wide settings defined in ‘TimeSheet Entry Hours’ in Set up > Custom Setting > TimeCards Config.

To make fields available for the ‘Timesheet Entry Format’ field on Placements:

Placement > Records Types > Select Record Type > Timesheet Entry Format (edit) > Switch fields from Available Values to Selected Values > Save

To set the Timesheet format at the Placement level:

Placement > Timesheet Entry Format  > select Start/End Times or Total Hours (if left blank then will default to the Org Level Setting)

To set at Org Level:

Set up > Custom Setting > TimeCards Config > Timesheet Entry Hours > True/False (False is default)

Note: Changing the Timesheet Entry Format on the Placement, (and by extension at the Org level if a Placement timesheet format override is not in place), where timesheets have previously been created will change the format of the created timesheets. This practice is not recommended as this may interfere with data on existing timesheets.  

 

Candidate Portal Timesheet Entry Error

There is an issue with certain browsers where users enter in their timesheet via the Timesheet Entry Portal with an invalid time such as 8:00 instead of 08:00, resulting in a error popup notification that cannot be closed. This has now been corrected and the popup can now be closed so users can enter the correct time.

 

Solution if Work Week Start Day in Custom Setting has a Typo

In Set Up > Custom Settings > TimeCards Config > Work Week Start Day, if the day of the week has a spelling error or is not entered in correctly then the Work Week Start Day will default to Monday at an Org level. Work Week Start Day at the Org level will continue to be overridden if defined at the Account or Job level

 

Rename “Save and Print” File

In Consolidated Invoice > Consolidated Invoices  “All” List View > Go when I use “Save and Print” functionality, files be saved with the following naming convention:

 Invoices To Print” + currentdate + “.pdf

 

System timeout sending large PDF by email

Where no Invoice Attachment exists and a process to create an Invoice PDF attachment is run for any of the following:

  1. ‘ScheduleCreateInvoiceAttachments’ Scheduled Job
  2. ‘Send Invoice By Email’ Button on Consolidated Invoice List View
  3. ‘Print’ Button on Consolidated Invoice List View
  4. ‘Preview Button on Consolidated Invoice Record
  5. ‘Send Invoice by Email’ Button on Consolidated Invoice Record

There may be instances where an invoice PDF fails to create due a “Read Timeout error” which will be reported in the debug logs. This error will usually occur due to the size of the Invoice being too large to be handled by the allowed read time. To resolve this users need to increase the allowed read time:

Setup > Custom Setting > Timecards Config has a new field added called “Invoice Send Email Timeout” and increase the number in this field.

The default read time is 20. Users can set the read time to anywhere between 10 and 120. A higher number means the read time can handle larger invoices.

 

Non Batch Method for Process Invoices

Invoices can now be processed using the non-batch method. A defect preventing successful processing of invoices has been corrected. When using this method, users will receive a high level summary of invoices that are ready to be processed and choose which invoices they wish to process.

Set Up > Custom Settings > TimeCards Config > Manage > Process Invoices by Batch = False Process Invoices > Standard Invoice Filters > Process

Note: The Batch method is encouraged where high volumes of transactions/invoices will be processed.

 

Timesheets not showing in Timesheet History on Client Approval Portal

The ‘Timesheet History’ on the Client Approval Portal has a limitation of only being able to show 100 timesheets. To ensure the most recent timesheets are shown, the 100 Timesheets in the Timesheet History will be sorted with the timesheet with the most recent Week End Date showing first. This will ensure the most recent timesheets are displayed correctly in the History

 

Hitting ‘Enter’ key on Timesheet Manager page whilst cursor is in a field will close the VF page

A defect has been found where time is being entered for a Timesheet using the Timesheet Manager and the user presses enter.  When this occurs, the entire page closes. This has now been fixed and pressing enter when entering time will not impact the timesheet entry process.

 

Consolidated Invoices of the ‘Fee’ record type are not having the ‘Job’ field populated.

When a Fee Invoice is created and a Job has been assigned to the Fee record, the Job field on the associated Consolidated Invoice record will now be populated. This has no impact on the invoice PDF itself.

 

Validate fee currency

CRITICAL ACTIONS – To be undertaken with installation

A Fee record needs to have the same currency as the associated Job Order. When a Fee is created via a Job, or a new Fee is created and a Job is assigned to the Fee, the Fee record will always adopt the currency of the associated Job Order record. When this happens the field on Job called “Is Fee Created?” will become True and currency on Fee and on Job cannot be edited thereafter.

Note: For clients that have previously used Fees. it is highly recommended to run the following script via the Developer Console to ensure all Job Orders have associated Fee records with the appropriate currency.

There is no need to run this script if you have not used Fees in the past.

To run the Script:

Setup > Developer Console > Open Execute Anonymous Windows > Plug in the following script and press Execute

List<ts2__Job__c> listOfJobs = new List<ts2__Job__c>([Select Id, tc9_ti__Is_Fee_Created__c from ts2__Job__c where Id in (Select tc9_ti__Job_Order__c from tc9_ti__Fee__c) and 
tc9_ti__Is_Fee_Created__c = false]);
for(ts2__Job__c iJob : listOfJobs){
 iJob.tc9_ti__Is_Fee_Created__c = true;
}
update listOfJobs;

 

If I clone a Fee that has been invoiced. New/Cloned Fee will not be included in Invoice Processing

If a Fee has previously been stamped as invoiced, then the Fee record is cloned, the cloned Fee was previously incorrectly marked as Invoiced. This has been corrected and cloned fees will no longer be marked as invoiced. This will ensure cloned Fees can be processed when a ”Process Invoice” job is run to create new invoices.