Version 1.118

Javascript in Salesforce Critical Update
Placement Start Date / End Date Validation
Remove currency validation
Update to Process Invoice to Group by Currency
‘From’ email address to be custom instead of user’s (consolidated invoice)
Tax Treatment for Expenses

Version 1.118

Javascript in Salesforce Critical Update 

Critical Setup Required

In October 2017 there will be a series of critical updates activated by Salesforce that are in relation to disabling the use of JavaScript within buttons, links and formula fields. As such, a number of the TimeCards buttons have been updated to accommodate this update.

Below is a list of all the buttons and fields that have been updated within the package. These buttons will continue to function with no configuration required.

Label Display Type Object Name
Compose Invoice Email Detail Page Button Consolidated Invoice
Create Credit Note Detail Page Button Consolidated Invoice
Delete Placement Detail Page Button Placement
New Job Fee List Button Fee
Preview Detail Page Button Consolidated Invoice
Re-Invoice Detail Page Button Consolidated Invoice
Send Credit Note Detail Page Button Consolidated Invoice
Send Invoice by Email Detail Page Button Consolidated Invoice
Timesheet Tool Detail Page Button Timesheet
Timesheet Tool List Button Timesheet
Update Failed to Ready Detail Page Button Timesheet
Update Failed to Ready List Button Timesheet
Timesheet Manager Field Button Timesheet
Bulk Remove Detail Page Button Payrun Batch
View Payrun Batch Field Button Payrun Batch


The following buttons are no longer in use and have been made inactive. These should be removed from the search layout for list views. If left on layouts, and the User clicks the button they will be presented with a message advising the button is no longer active.

Label Display Type Object Name
Approve Selected List Button Timesheet Entry
Approve List Button Timesheet Entry
Timesheet Manager List Button Timesheet


To set up –

  • Remove the Approve Selected and Approve List buttons from the Timesheet Entry Search Layout
Setup >  Create > Objects > Timesheet Entry > Search Layouts >  Edit Timesheet Entries List View > Remove the Approve Selected and Approve buttons from the selected buttons list 
  • Remove the Timesheet Manager list buttons from the Timesheet Search Layout
Setup >  Create > Objects > Timesheet  > Search Layouts >  Edit Timesheet List View > Remove the Timesheet Manager buttons from the selected buttons list 

Note: It is suggested that in place of the Timesheet Manager list button, list views should be updated to include the Timesheet Manager field. This field will allow Users to quick launch the Timesheet Manager from each record listed

 

Placement Start Date / End Date Validation

A new validation rule has been added to ensure that the Start Date of the Placement must be equal to or earlier than the Placements End Date.

 

Remove currency validation

Optional Setup

In Timecards there is validation to ensure the currency of the job is maintained for all related child records – from Job Order to Payun Batch and Invoice. It has been identified that some Organisations have a business need to be able to update the currency of certain child records such as the placement.

To support this, we have now introduced a new field, Disable Currency Validation, within the TimeCards Config custom setting. When set to True, validations that ensure the currency is maintained from the Job order through to the Payrun Batch and Invoice will be turned off. Currencies will flow down on creation of the record as normal but Users will be able to amend the currency after creation.

Important Note: Organisations should ensure a thorough assessment of their need to turn off the currency validation prior to disabling the currency validation. When the validations are off, Users with profile access will be able to change the currency of most of the child records. This could impact things such as reporting and data consistency. Further, if at a later time an Organisation chooses to re enable the currency validation, any records that had their currency updated while it was disabled will fail validation and will need to be updated.

 

To set up (optional) –

  • Disable the currency validation via the Custom Setting

    Setup > Custom Setting > TimeCards Config > Disable Currency Validation = True (ticked)

 

Update to Process Invoice to Group by Currency

Process Invoice has been updated to incorporate currency grouping. Now, when there are transactions of different currencies to be processed, the Consolidated Invoice will automatically be split into multiple Consolidated Invoices, one per currency. This will ensure that the currency of the overall Consolidated Invoice matches the currency of all the related Transactions.

 

‘From’ email address to be custom instead of user’s (consolidated invoice)

Optional setup required

Previously when Consolidated Invoice emails were sent they were sent ‘From’ the user who initiated the send. New functionality has been created to enable Users/System Admin to define a ‘From’ email address that the invoices will be sent from at an organisation and client level.

The email address that invoice emails can be sent from must be a defined as an Organisation-Wide Address before it can be used. Likewise users will only be able to send emails from an Organisation-Wide Address that they have profile access to use. If the email address is not defined as an Organisation-Wide Address, or the user does not have access to use the Organisation-Wide Address, emails will not be sent and a debug header/log reflecting the failure to send will be raised.

On the Account record, 2 new fields have been added:

‘Send Invoice Emails Setting’

When Consolidated Invoices are emailed, this field defines where the from / reply email address will be taken from. When an email is sent, this value on the Bill To Account related to the Consolidated Invoice will be used. It is a pick list with the following values:

    • Current User (default) – the email(s) will be sent from the current user
    • Account Defined – the email(s) will be sent from the email address defined in the “Send Invoice Emails From Email” field on the related Bill To Account
    • Billing Entity Defined – the email(s) will be sent from the email address defined in the “Send Invoice Emails From Email” field on the related Billing Entity
    • Organization Defined – the email(s) will be sent from the email address defined in the “Send Invoice Emails From Email” field in the TimeCards Config custom setting
    • Note: if the Send Invoice Emails Setting field is left blank the email(s) will be sent from the current user

‘Send Invoice Emails From Email’ –

When the Account’s Send Invoice Emails Setting defines the email source as ‘Account Defined’ or ‘Billing Entity Defined’ the email address defined in this field will be used as the from / reply to email when emailing consolidated invoices. The email addresses available on this picklist should be created by system admin at the time that the Organisation-Wide Address is created.

In the TimeCards Config custom setting a new field has been added:

‘Send Invoice Emails From Email’ –

When the Account’s Send Invoice Emails Setting defines the email source as ‘Global Email’ the email address defined in this field will be used as the from / reply to email when emailing consolidated invoices

To set up –

  • Create Organisation-wide email address
Setup > Email > Organisation-wide addresses > Add

Display Name: Enter the name you would want the email to be displayed as to the recipient ie 2Cloudnine

Email Address: The actual email address the email will be sent from / replied too ie support@2cloudnine.com

Define the profiles that will have access granted to use the organisation-wide email address

Click Save
  • Provide profile access to the below listed Account fields. Users who will populate/update these fields will require read/write access. Users who will send the Consolidated Invoice emails will require read only access.
- Send Invoice Emails Setting
- Send Invoice Emails From Email 
  • Add email addresses as pick list values on the Account Objects Send Invoice Emails From Email field
Setup > Customise > Accounts > Fields > Send Invoice Emails From Email  > Values > New > Email address that matches the value entered in the email address field within the Organization-Wide Email Addresses setup.

Ensure the picklist values are only available for the record types you require. I.e if you want a given email to only be available on the picklist if the email is being sent from the Billing Entity make it only available for the Billing Entity Record Type.
  • Deactivate the Sample 1 pick list value from the Account objects Send Invoice Emails From Email field
Setup > Customise > Accounts > Fields > Send Invoice Emails From Email  > Values > click deactivate next to the Sample 1 value.
  • Add the email address that will be used when the Organization Defined option is selected into the Send Invoice Emails From Email within the TimeCards Config Custom Setting
Setup > Custom Setting > TimeCards Config > Send Invoice Emails From Email > Email address that matches the value entered in the email address field within the Organization-Wide Email Addresses setup
  • Update the Send Invoice Emails Setting and Send Invoice Emails From Email fields on Account/Client and Billing Entities as required.

Note – the Send Invoice Emails Setting is defaulted to be Current User so if these fields are not updated emails will continue to be sent from the logged in user as they were with previous releases.

 

Tax Treatment for Expenses

Setup required

Previously, there has been feedback in relation to the clarity of expense and attributed tax entry and the subsequent transaction handling. As a result we have introduced a series of improvements to ensure ease of use and the correct pay and invoice handling.

The existing “Value” field has been re-labeled to be “Pre Tax Value” and a new “Expense Total (including Tax)” field has been introduced to hold the tax inclusive tax amount. The Timesheet Manager and Candidate entry/approval pages have been updated to automate the population of the expense. Users are now asked to enter the Expense Total (including Tax) and the Tax Value. From there the Pre Tax Value and attributed Tax Rate are automatically calculated.

Further field mapping on transactions has been updated to reflect the new fields

Transaction Field Source
Adjusted_BillRate__c Expense__c.Value__c
Adjusted_PayRate__c Expense__c.Expense_Total_including_Tax__c
BillRate__c Expense__c.Value__c
PayRate__c Expense__c.Expense_Total_including_Tax__c
Taxable__c Expense__c.Taxable__c
Tax_Amount__c Expense__c.Tax_Amount__c
TaxRate__c Expense__c.Tax_Amount__c / Expense__c.Value__c

To set up –

Provide profile access to the Expense__c.Expense_Total_including_Tax__c field for all Users who will be entering and viewing expenses. This should include communities and guest site user profiles.

Version 1.117.1 | General Release

Consolidated Invoice Logos

Version 1.117.1

General Release

 

Consolidated Invoice Logos

Critical Setup Required

New validations and requirements have been added in relation to the logos to be used on Consolidated Invoices to improve processing and ensure SalesForce limits are catered for.

When creating Consolidated Invoices the logo to be used on the PDF will continue to be taken from the related Billing Entity however the following changes will apply:

  • The logo’s file type must be a .jpg
  • The logos file size must be no greater than 135kb
  • The logos file name must be “Logo.jpg”. This is not case sensitive
  • In the event that there is more than one file with the name “Logo.jpg” the most recently created file will used

Critical Setup includes –

For each of the Organisation’s Billing Entities

  • Ensure the logo file type is a .jpg
  • Ensure the logos file size is no greater than 135kb
  • Ensure logos file name is “Logo.jpg”. This is not case sensitive.

Version 1.113

Control ‘re-sending’ of Invoices by email
Validation of Processing of Invoices when using ‘Non Batch Method’ to process Invoices
‘First sent’ and ‘Last sent’ fields on Consolidated Invoice Record no longer populated when email send fails
‘Bill to Account’ when creating ‘Fee’ now required
Compose Invoice Email changes for PDF Invoice attachment selection
Attachment Summary Table added to Timesheet Entry Portal
Client Approval Portal Link token on Contact when manually deleted will also delete associated Link Token Details
Invoice and Credit Note Templates now available in New Zealand format
Error and Debug Reporting
Changes to Bank Account Field on Account/Billing Entity
Customise the following labels on invoices – PDF “Branch” Label, PDF “Acc No” Label
Consolidated Line now populated on Invoice Item
New ‘Invoice Group By’ option introduced – Hiring Manager (Invoice Hiring Manager)
Group by Project Codes when creating invoice fixed following re-interpretation of Ordinary Hours award
Create Deductions button now able to be used following failure with deductions processing
TCS Apex Jobs will update Deduction job to ‘completed’ following instance of generic error
Custom Credit Note Record Types
Expense and Allowance transactions created when Processing of Transactions Failed now fixed
Identify method Timesheet Entry Lines were created
Delivery Method Logic when sending email when value = Print, Blank or Custom
CPU limits reached when processing many attachments for bulk send invoice – solution implemented
Tracking of Transactions not included in Invoices due to 0 value
Custom messages can be added to Invoice via consolidated invoice record
Invoice Template Field on Consolidated Invoice population logic updated

Version 1.113

Control ‘re-sending’ of Invoices by email

Previously, if when sending invoices via email an invoice has already been emailed, it will be emailed again if included when reselected and sent. We have had Users raise that this functionality is resulting in them accidentally re-sending invoices when using the bulk email functionality as they are not realising the invoice selected on the list view was already emailed. Although filtering listview could assist in preventing this, we have also included an improvement within the product to assist.

A new field has been added to the Consolidated Invoice record called ‘Enable Bulk Resend’. Now, when the Consolidated Invoice has already been emailed (Last Send Date is populated), if Enable Bulk Resend is set to False and the invoice is selected on a listview before clicking the Send Invoice Mail button, the invoice will not be resent.

Where needed, Users can resend Consolidated Invoices by setting the ‘Enable Bulk Resend’ field to True and using the listview ‘Send Invoice Mail button’ or by using the Send Invoice by Email and Compose Invoice Email buttons on the Consolidated Invoice detailed page layout.

The Send Invoice by Email and Compose Invoice Email buttons on the Consolidated Invoice detailed page layout will always resend the invoice when used regardless of the Enable Bulk Resend setting.

 

Validation of Processing of Invoices when using ‘Non Batch Method’ to process Invoices

Additional validation has been added to ensure that source fields holding information required for the creation of Consolidated Invoices when using the ‘Non Batch Method’ (Setup > Custom Setting > TimeCards Config > Create Invoices by Batch = False).

Validation of source fields is dependant on the ‘invoice group by’ applied. A full list of fields validated based on the invoice Group By can be found here.

 

‘First sent’ and ‘Last sent’ fields on Consolidated Invoice Record no longer populated when email send fails

With previous versions there was an issue with the  ‘First sent’ and ‘Last sent’ dates on a Consolidated Invoice being stamped as sent when the scheduled job that creates PDF attachments runs. This issue is now resolved and the ‘First sent’ and ‘Last sent’ dates will only be stamped when the email is actually sent.

 

‘Bill to Account’ when creating ‘Fee’ now required

When a user selects ‘New Job Fee’ on the Job Order, Bill to Account will now be required along with Bill to Contact (which was already required.)

 

Compose Invoice Email changes for PDF Invoice attachment selection

Improvements have been made to the Compose Invoice Email functionality to accommodate superseded invoice/credit note attachments.

By default, when the Compose Invoice Email popup opens only the most recently created PDF invoice/credit note attachments will be selected. All other attachments, including superseded invoices/credit note PDFs, will be available for the User to manually select to attach to the email. Likewise the user can manually deselect the defaulted attachment if required.

 

Attachment Summary Table added to Timesheet Entry Portal

Users of the Timesheet Entry Portal can now review, update and delete attachments which they have attached to a timesheet via a new Attachments table on the Timesheet Entry page. This will allow Users to review that their attachments have loaded successfully or check to make sure the correct document is attached before submitting their Timesheet.

The Attachments table is also available on Submitted timesheets however only the review function is active (the update and delete functions are disabled).

 

Client Approval Portal Link token on Contact when manually deleted will also delete associated Link Token Details

When Link Token on the Contact record for client approval is manually deleted then the following fields shall also be cleared on the contact, Last Link Token Expiry and Link token Timesheet Submission. This will ensure Link Token will be created the next time a timesheet is submitted.

If a Link Token exists on the Contact record then users will not be able to manually delete either Last Link Token Expiry or Link token Timesheet Submission

 

Invoice and Credit Note Templates now available in New Zealand format

Invoice and Credit Note Templates are now available in New Zealand format. These include the following templates:

  • TempInvoice_NZ_V2
  • PermInvoice_NZ_V2
  • FeeInvoice_NZ_V2
  • CreditTempInvoice_NZ_V2
  • CreditPermInvoice_NZ_V2
  • CreditFeeInvoice_NZ_V2

To use these templates you will need to assign the template to the desired record type in ‘Invoice Templates’ object.

Note: You will need one template for each Invoice record type i.e. Invoice Record Type needs TempInvoice_NZ_V2, Credit_Perm will need CreditPermInvoice_NZ_V2

The templates also use a new field on the Account > Billing Entry called Bank Account Suffix (tc9_ti__Bank_Account_Suffix__c).  You will need to add these fields to the page layout and also ensure it is enabled to be visible to the Guest Site User profile.

 

Error and Debug Reporting

General, ongoing improvements to On-page and Debug Log messages/descriptions have been made to make the error messages and warnings clearer for the user to understand the issue so it can be resolved.  This is an evolving improvement that will continue to be updated over  upcoming releases.

 

Changes to Bank Account Field on Account/Billing Entity

Critical setup required

A new field called Name: Bank Account Number (APi Name: Bank_Account_Number2__c) has been introduced and this field will replace  Bank Account Number (APi Name: Bank_Account_Number__c).  This change is required as APi Name: Bank_Account_Number__c is a number format, therefore when a Bank Account Number commences with 0, the 0 is dropped.

Actions required –

  1. Move Bank Account Number (APi Name: Bank_Account_Number2__c)  into Billing Entity page layout (Account > Billing Entity > Edit Layout > Add Bank_Account_Number2__c) to layout (you may wish to remove Bank_Account_Number__c) from layout.
  2. Copy all data from Bank_Account_Number__c to Bank_Account_Number2__c. To do this, run the following script via developer console. Org Name > Developer Console > Debug > Open Execute Anonymous Window > insert script below and press ‘execute’
List<Account> listOfAccounts = new List<Account>([select id,tc9_ti__bank_account_number__c from Account where tc9_ti__bank_account_number__c!=null]);
for(Account acc:listOfAccounts){
 acc.tc9_ti__bank_account_number2__c = String.valueOf(acc.tc9_ti__bank_account_number__c);
}
Database.update(listOfAccounts,false);

Note: system administration might need to modify org custom code, workflows, field level security and page layouts to capture this change.

 

Customise the following labels on invoices – PDF “Branch” Label, PDF “Acc No” Label

The following labels can now be customised on all invoice templates

  • Branch
  • Acc No

To customise these labels go to Setup > create > custom labels > PDF_Branch_Label or PDF_Acc_No_Label and select Local Translation/Overrides

 

Consolidated Line now populated on Invoice Item

When the following Invoices types are created the Consolidated Line will now be populated on the Invoice Item. This includes invoices created using the credit notes and re-bill functionality.

  • Fee Invoices
  • Perm Invoices

 

New ‘Invoice Group By’ option introduced –  Hiring Manager (Invoice Hiring Manager)  

Setup required

A ‘Invoice Group By’ option called “Hiring Manager (Invoice Hiring Manager)” has been made available. This provides an alternate invoice mapping to the Invoice Group By option called ‘Hiring Manager”. The Hiring Manager option has been relabelled to be “Hiring Manager (Invoice Client)”

Grouping and Source fields for Hiring Manager (Invoice Hiring Manager) are different than those for the Hiring Manager (Invoice Client) group by type. Please see invoice mapping document here.

Action required –

  1. On the Account.tc9_ti__Invoice_Group_By__c picklist field, update the existing option of “Hiring Manager” to be “Hiring Manager (Invoice Client)”
  2. On the Account.tc9_ti__Invoice_Group_By__c picklist field, add a new option called  “Hiring Manager (Invoice Hiring Manager)”

Please note for existing records created with the ‘Hiring Manager’ option, these will still be recognised and treated as the “Hiring Manager (Invoice Client)” option when generating consolidated invoice and no update to records is required.

 

Group by Project Codes when creating invoice fixed following re-interpretation of Ordinary Hours award

Release 1.112 implemented improvements surrounding the re-interpretation of Ordinary Hours Award (see release note Ordinary Hours – Award Re-interpretation where multiple timesheet entries entered for same day). These improvements were found to prevent the grouping of invoices by Project Code functionality from working as required. This issue has now been fixed.

 

Create Deductions button now able to be used following failure with deductions processing

‘Create Deductions’ button is now available for use when ‘Payrun Batch’ has the status ‘Deduction Creation Failed’ in addition to status of ‘Open’.

This change means that, when there has been failure in deduction creation, after the issue causing the failure as reported in the Debug Log is resolved, the User can simply click the “Create Deductions’ button again to restart the process. They no longer need to manually change the ‘Payrun Batch’ back to ‘Open’ before clicking the “Create Deductions’ button.

 

TCS Apex Jobs will update Deduction job to ‘completed’ following instance of generic error

When a generic error causes failure during ‘Create Deductions’ run, then TCS Apex Job status will not be marked as complete. When a future ‘Create Deductions’ job is commenced, TCS Apex Jobs will update the status to completed before commencing a new Apex Job.

 

Custom Credit Note Record Types

Setup required

Improved functionality around the setting of record types for custom credit notes. Previously when a credit note was created from a Consolidated Invoice that had a custom record type,  the record type of the credit note would be set as the default record type for the Consolidated Invoice object. Now a credit version of the custom record type will be used for the credit note.

To successfully create ‘Credit Notes’ the following steps are required –

1. For all Consolidated Invoice record types used for invoicing, there should be a version created to be used for credit notes. The record type should be the same as the invoice version however it should be prefixed with ‘Credit_’

    • All Tabs > Consolidated Invoice/Invoice/Invoice Item > Force.com Quick Access Menu > View Record Types > New  (name the record type using Credit_c)
    • Define the Record type on the following objects – Consolidated Invoice, Invoice, Invoice Item

Examples of custom record types are as follows

    • Invoice record type developer name = “PAYG” then credit notes record type developer name will be “Credit_PAYG”
    • Invoice record type developer name = “Contract” then credit notes record type developer name will be “Credit_Contract”

2. Add Record Type to Invoice Template Set Up.

    • All Tabs > Invoice Templates > Force.com Quick Access Menu > Fields > View Fields > Invoice Record Type > Values > New (name the record type with the prefix Credit_ )

3. Create new Invoice Templates for the new Invoice Record Type

    • All Tabs > Invoice Templates > New

 

Expense and Allowance transactions created when Processing of Transactions Failed now fixed

There is a scenario where “process transaction’ fails but expense and allowances still have transactions created. This has now been fixed and expense and allowance transactions will no longer be created when transaction processing fails.

 

Identify method Timesheet Entry Lines were created

A new field called ‘method created’ has been added to the Timesheet Entries record which will identify how the timesheet entry line was created. To add this field to page layout:

All Tabs >Timesheet Entries > Open Timesheet Entry Record > Edit Layout

Method will show the following on Timesheet Entry record for each scenario

  • When a timesheet entry is created via the Generate Timesheet button on the placement, set Method_Created = Generate Timesheet button
  • When a timesheet entry is created via the Auto Generate Timesheet scheduled job, set Method_Created = Auto Generate Timesheet
  • When a timesheet entry is created via the user using the add TSE functions within the timesheet manager, set Method_Created =  Timesheet Manager Add
  • When a timesheet entry is created via the candidate using the add TSE functions within the candidate portal/communities, set Method_Created =  Candidate Page Add

 

Delivery Method Logic when sending email when value = Print, Blank or Custom

When a consolidated invoice record has a ‘delivery method’ of anything other than ‘Email with PDF Attachment’  or ‘Email with URL Online Link’ (ie. Print, None or Custom) then the following email rules shall apply when the send email invoice functions are used.:

  • When using the ‘Send Invoice by Email’ and ‘Compose Invoice Email’ buttons on the Consolidated Invoice detailed page layout, if the individual Consolidated Invoices has a ‘delivery method’ other than ‘Email with PDF Attachment’  or ‘Email with URL Online Link’‘, the email will be sent as per the ‘Email with PDF Attachment’ delivery method.
  • When using the bulk ‘Send Invoice Mail’ button Via the Consolidated Invoice List View , any Consolidated Invoices with a ‘delivery method’ other than ‘Email with PDF Attachment’  or ‘Email with URL Online Link’ will not be included as part of the bulk sending and will not be emailed.

 

CPU limits reached when processing many attachments for bulk send invoice – solution implemented

Improvements have been introduced to give System Administrators more control in reducing the risk of exceeding CPU limits when sending of invoice in bulk (i.e via list view). To allow this there is now a new custom setting that allows the reduction of the batch size when Batch_MergeInvoiceMails is run.

This custom setting is called ‘Batch Limit for Merge Invoice Mails’.

Setup > Custom Setting > TimeCards Config > Batch Limit for Merge Invoice Mails. 

When populated with a value between 1 – 20 inclusive the value in the custom setting with be used as the batch size – if left blank,  or any other  value is entered, the value of 20 will be used as the batch size.

 

Tracking of Transactions not included in Invoices due to 0 value

Setup required

In Set up > Custom Setting > Timecard config we have the ‘Enable 0 and Negative Invoices’ = True/False
If this is true invoices are always created. However, if this is False and the transaction queried has a 0 or negative total bill then the transaction is not included in the Invoice but the transaction will show “Invoiced?” = Yes with the invoice item field left blank.

To allow users to more easily identify Transactions that were determined as not needing to be invoiced, a new picklist value for field ‘Invoiced?’ on transactions has been introduced called “Not Required”. Now, where Enable 0 and Negative Invoices = False and Transaction has Bill of 0 or negative then the ‘Invoiced?’ field will be marked as ‘Not Required’.

Setup required –

  1. Add new picklist value to Transaction Invoiced? Field
All Tabs > Transactions > Force.com Quick Access Menu > Fields > View Fields > Invoiced? > Values > New > “Not Required”

 

Custom messages can be added to Invoice via consolidated invoice record

Setup required

A new field has been added to Consolidated Invoice page layout called ‘Invoice Message’. Invoice Message will be derived from either the Bill to Account or Billing Entity when processed.

Invoice Message on Consolidated Invoice is populated with the following logic:

At the time the Consolidated Invoice was created …

  • Did the associated Bill to Account for the Consolidated Invoice have the Invoice Message field populated?
  • if yes, then Invoice Message on the Consolidated Invoice will be populated with the Invoice Message on the Bill To Account at the time of creation.
  • if no, did the associated Billing Entity for the Consolidated Invoice have the Invoice Message field populated?
    • If yes, then Invoice Message on the Consolidated Invoice will populate with the Invoice Message on the Billing Entity at the time of creation.
    • If no, the Invoice Message on the consolidated Invoice is left blank
  • Note: You can manually change invoice message on consolidated invoice record itself after the invoice has been created. Changed to the Bill To Account and Billing Entity Invoice Message will not update the Invoice Message on Consolidated Invoices already created

Setup Required –

  1. Add Invoice message to consolidated invoice page layout. Consolidated Invoice > Edit Layout
  2. Ensure the Invoice Message field on the Consolidated Invoice object is enabled to be visible to the Guest Site User profile. (only required if using packaged invoice templates)

 

Invoice Template Field on Consolidated Invoice population logic updated

A new field called Invoice Template was introduced to the consolidated invoice record layout as part of 1.109. Please see release note titled New field on Consolidated Invoice – ‘Invoice template’

Further refinements have been made to this process.

  1. When ‘Process Invoice’ process is run and the record type for the invoice has no defined invoice template then a debug log shall be created
  2. If Invoice Template on consolidated record is deleted and there is an existing PDF Invoice attachment  then ‘Invoice Generate Flag’ will change to false. Link Token shall be deleted, URL Online Link shall be deleted, existing PDF attachment will be marked as superseded.
  3. If Invoice Template on consolidated invoice is changed and there is no associated invoice template for the record type, when a PDF attachment is next created, then a Debug Log shall be created reporting the issue.

Note: Invoice template on consolidated invoice cannot be blank

Version 1.102

Licence Limit impacts Batch_GenerateTimesheet and Generate Timesheets via Placements

Version 1.102

Contains Critical Set Up to be done on Install

Licence Limit impacts Batch_GenerateTimesheet and Generate Timesheets via Placements

When a user does not have a Portal and Auto Create Portal User = True, (Setup > Develop > Custom Settings >Timecards Config), and Placement > Does Not Use Online Timesheets = True and all Licences for users profile have been used up:

Then an issue has been occurring where users are unable to have timesheets created when generated by scheduled job or manually via Generate Timesheet button on placement as the following issue is being reported:

“Portal User Creation : : Insert failed. First exception on row 0; first error: LICENSE_LIMIT_EXCEEDED, License Limit Exceeded: []”

This issue has now been corrected and timesheets can be created where user/s does not require a portal.

Critical Set Up – Must be done on Install

For this to work the following set-up is required

Setup > Develop > Custom Settings > Maximum Licence Limit > Manage > New >

Populate the following fields: 

  1. Name - This should be the Profile Name of users requiring timesheets and should be the same, (this is case sensitive), as that defined in the following Setup > Develop > Custom Settings > Timecards Config > Portal Profile Name
    
    Licence Name - To find this go to Setup > Manage Users > Profile > Find the User Licence Name for the Profile Name
    
    Licence Limit - This can be any number but cannot exceed the licence limit of the Profile applied. To find the limit Setup > Administration Setup > Company Information > User Licences