Version 2.8 Release Notes

Transcription

1 Version 2.8 Release Notes This document is designed to explain the newly implemented features with the 2.8 version release of Maintenance Connection. MRO WorkCenter Purchase Orders / Inventory Parts Transfer Customers now have the ability to select a batch list of parts from one stock room location, and transfer the parts to a different location. This effectively subtracts from one and adds to the other, creating necessary transaction records for auditing and reporting purposes. Parts Quantities Update on PO Receipt Previously, part quantities were updated from a PO once the PO was received and closed. Version 2.8 will now process the full receipt and update stocked quantities as soon as the PO receiver is created. This will allow multiple receivers to be created over time against a given PO and maintain more accurate current stocked quantities. Receipts and Invoices Separated The tabs and details for receivers and invoices are now handled as separate processes within the software.

2 Preference: Auto-add to direct issue items to WO If a PO is created with directly issued parts, and a WO is referenced for a PO line item, then the line items will be transferred automatically to the referenced WO as line items. Preference: Auto-add parts to Asset BOM When a PO is created that has directly issued line items, there is a new system preference which will automatically add the line items to the asset reference on the work order the parts get transferred to. Must be used in combination with previously mentioned preference. Miscellaneous PO Enhancements - Quantity received is now read only. Users must receive through Receipts Tab of PO Module. - Ability to unapproved POs - New preferences to define default authorization options for new purchase orders. Also applies to new work orders. - New printed/ ed checkbox option on the purchase order New Access Group Options - Advanced SQL menu - Report Setup Advanced Tab - Remove other user s logon sessions Rules Manager: Events Several new events have been added into this release which will allow customers more flexibility in building automated notifications using the Maintenance Connection Agent Technology. - New Asset / Location - Asset Sub-Status Change - Work Order Authorization APPROVAL - Work Order APPROVED - Work Order Status Change to FINALIZE - Work Order Priority Change - Work Order Authorization REJECTION - Work Order Status Change - Work Order Sub-Status Change - Work Order Task Failure - Work Order UNAPPROVED - New Purchase Order - Purchase Order Authorization APPROVAL - Purchase Order APPROVED - Purchase Order Authorization Status Change - Purchase Order Status Change to CANCELED - Purchase Order Status Change to CLOSE - Purchase Order Status Change to DENIED - Purchase Order Status Change to ISSUED - Purchase Order Status Change to ON-HOLD - Purchase Order Authorization REJECTION - Purchase Order Status Change - Purchase Order UNAPPROVED - New Predictive Maintenance - Predictive Maintenance Authorization APPROVAL - Predictive Maintenance APPROVED Predictive Maintenance Authorization Change - Predictive Maintenance Status Change to CANCELED - Predictive Maintenance Status Change to CLOSE - Predictive Maintenance Status Change to DENIED - Predictive Maintenance Status Change to ISSUE - Predictive Maintenance Status Change to ON-HOLD - Predictive Maintenance Authorization REJECTION - Predictive Maintenance Status Change - New Project - Project Authorization APPROVAL - Project APPROVED - Project Authorization Change - Project Status Change to CANCELED - Project Status Change to CLOSE - Project Status Change to DENIED - Project Status Change to ON-HOLD - Project Authorization REJECTION - Project Status Change to STARTED - Project Status Change User Interface Enhancements - New splitter between WorkCenter and Explorer frames allows more control over the width and - New design with Windows Vista style gradients - New back/next record buttons allow users to navigate through a set of data in the Explorer using simple back and next functions.

3 My Favorites The new My Favorites feature allows each user to develop a filtered list of favorite records with quick access via the new icon within the Explorer. Favorites can also be referenced in report criteria and module lookup dialogs. Key Manager Version 2.8 includes a new tool available from the Tools menu called Key Tracker. The key tracker will allow facility managers to maintain a simple database of keys, track where the keys can be used, and which individuals each key is checked out to. The tool maintains a database of transactions and can be accessed via the Reporter to report against any of the key data. Miscellaneous Enhancements - Asset tree optimization now able to support 100,000+ nodes in an asset tree - Ability to add a range of time off in Labor Module - Changed all numeric data types to real. This allows such things as setting fractions of hours for each labor person s work schedule, etc. - Added requested date to WO Details Tab - Lookup Table Manager The Lookup Table Manager is a new tool available from the Tools menu. This tool allows an administrator to control all user-definable lookup tables in one place. The dialogs can still be controlled from within the application as well. Auto-Calc Cost/Charge Options This feature allows cost and charge fields to not automatically calculate values based upon the stored values in the system. For example, a user may want to override the labor charge instead of applying the standard rate on a WO.

4 Currency Formatting / Conversion Version 2.8 provides an additional option for international customers to output currency values in their local currency format. This formatting affects the Work Order and Purchase Order Modules and can be formatted in Australian Dollar, Canadian, Euro, Hong Kong Dollar, Mexican Peso, New Zealand Dollar, Pound Sterling, US Dollar, and Yen. The system allows an administrator to set a base currency and using the Lookup Table Manager, control each currency value for automated calculation purposes. Reporter New Tabs in Report Setup Style The report style option for configuring reports allows end users and administrators to control a style of reporting at a very fine level. The report styles may have a few pre-defined options; however advanced users can configure their own styles using standard CSS (Cascading Style Sheets) to define color schemes within a given report. Groups The new groups tab provides a simple means for an administrator to control which report groups a selected report is accessible to. Previously, each report group would be maintained individually. This view provides an option to simply check or uncheck a box to share the report to various report groups. Security The report security option allows an administrator to control access to report setup per report instead of being done globally for all reports. This enhancement will allow certain reports to be configurable and others to be locked to maintain the integrity of reports. The design of this feature allows reports to be locked and only allowed to be unlocked by members of specified access groups. Advanced The advanced tab is a system administrator function which allows the ability to control technical report details such as FROM, WHERE, and JOIN SQL clauses. This will provide quick access to control which tables and fields end-users have available to add to the selected report. Miscellaneous Report Enhancements - Add a report description field in report setup that shows on the tooltip in the main list of reports - Changed System Reports to Base Reports - Added is not between and is not within as options for date fields in criteria windows

5 Report Auto-Login / Impersonation (Smart ) Impersonation options are now available with the auto- , write to file, and smart functions. Because these are automated features that occur when no specific user is logged on to the system, the impersonation option allows an administrator to determine which user the Agent should log on as to automate the sending of the report. If such options are used in criteria as My Accessible Locations, the system will impersonate the selected user to determine how the report will output. Smart can be used when a user accesses the smart report directly from their . Either select a person to log on as and bypass the logon screen, or use the Dynamic Based on Address option to log the person on based upon their address. Smart Criteria Smart Criteria is a new feature that allows a user to quickly filter any report on the fly without loading the popup criteria menu. The pop out pane on the left of each report can be accessed by simply double-clicking on the new gray bar. Many of these smart criteria dialogs are also configurable reports that can be controlled within its own setup and criteria buttons. The smart criteria can be defaulted as hidden or displayed, and configured within report setup.