COINS Release Overview (US)

Transcription

1 This document highlights some of the key features of the release of COINS for the US market. NOTE The Release Overview includes references to OA COINS Enhancement (CE) documents for some features. These documents are located on the US Client Area website under COINS OA > Enhancement Documents. Contents Product Announcement - COINS v Accounts Payable... 2 Accounts Receivable... 2 CRM (Marketing)... 2 Health & Safety... 2 Human Resources... 3 Inventory... 3 Job Contract Manager... 3 Job Receivables... 4 Job Status... 4 Payroll... 4 Sales Tax... 5 Subcontract Ledger... 5 Service Management... 6 System... 6 Construction Industry Solutions

2 Product Announcement - COINS v10.27 To take advantage of new features available to HTML-based software, from version forward COINS will operate in standards mode. This means that all users will need to have Internet Explorer v8 - v10 in order to use COINS v Since we first introduced COINS OA over 10 years ago, the standards for HTML have developed considerably, and many of the new elements we are introducing, such as schedulers and workflow, require standards mode. In response to this, we have made several changes to COINS OA to remove things that were non-standard. This will allow us to provide new features, and it gives us the potential in future versions to allow COINS to run on other browsers. The standards-based software will also render faster as the browser has less work to do. As a result of this change, beginning with the release in August 2013, COINS OA will no longer run correctly on IE6 or IE7, and we will not support COINS on these versions. All clients upgrading to need to ensure that their users have IE8, IE9, or IE10. Notice of Progress Change The next version of COINS will be 11.01, which will only run on Progress Open Edge 11. This will keep COINS on current technology and open up possibilities for further functional enhancements. A Progress upgrade will therefore be required before installing v11.01; please contact COINS at if you require advice or more information on planning upgrades. Accounts Payable The Accounts Payable Electronic Invoices Load has been updated to support the loading of invoices (in particular, the loading of Sales Tax information) for the US market. Accounts Receivable Combined Aging Reports are now available on the Reports > Configurable Reports menus in the Accounts Receivable and Job Receivables modules. These reports allow you to run a single report that includes both Accounts Receivables and Job Receivables aging data. Four separate versions of the report can be run: By Job - As Of, By Job - Current, By Customer - As Of, and By Customer - Current. See OA_CE-SL001 for details. CRM (Marketing) You can now specify Main Work Types on the Details page of the Opportunities Workbench. In the Work Types tab, you can also add multiple Work Types all at once for particular opportunities. Health & Safety New Health & Safety reporting has been created: Claims Status Report to produce a report of claims for employees, sorted by claim number, employee, or policy number, then by company, claim status, and policy type. Incident Summary Report to produce a report of incidents for employees, sorted by employee, supervisor, illness/injury date, incident date, and union. Construction Industry Solutions, August 5, 2013 Page 2 of 6

3 Human Resources The process to enroll dependent enrollments in HR has been streamlined. New choose actions have been added to the Benefits and Contacts screens of the Personnel Workbench. Also, a new Benefit Enrollments tab has been added to the Contacts screen. See OA_CE-HR006 for details. New HR reporting has been created for the US market (see OA_CE-HR005 for details): Beneficiary Report - to allow for reporting on Beneficiaries entered for plans. Accrual Balance Report - to allow for reporting on Accruals, Usage, and Balance information and to project an accrual balance to a certain date. The ability to track/report on equipment, small items, and other material and supplies provided to an employee by the company has been added to the HR module. New Parameter: INVTERMS. See OA_CE-HR007 for details. The ability to see Benefit Accrual Plan usage information has been added to the HR Calendar on the Personnel Workbench. Inventory Changes have been made to the Inventory Transfer Report: (1) the sort on the Job version is now by Job, then by Cost Code, then by Inventory Group; (2) subtotals were added at the cost code and inventory group levels; (3) the size of the inventory description field was increased; and (4) the order of the last four columns was changed to Quantity, Unit Cost, Amount, Use Tax (on all four report versions). A fiscal period cutoff option, Through Fiscal Period, was added to the Inventory Received Not Invoiced Report, and the fiscal period was added to the title of the report. This report has been modified to cut off received and/or invoiced quantities by the fiscal period selected. See OA_CE- ST001 for details about this report. Job Contract Manager Job Contract Manager uses a completely separate set of periods that are always job specific. Numerous enhancements have therefore been made to SV menus and functions to make management of these periods much easier. See OA_CE-SV004 for details. The bulk update of retention across a range of BBI items is now allowed in Job Contract Manager. This will be useful if, for example, you enter retention against individual BBI items since you will not need to update each BBI item when it is time to release the retention. A subcontract certificate can now be voided in Job Contract Manager. During posting, the following will occur: (1) a new SC Certification will be created in Job Contract Manager with a POSTED status; and (2) measures for the certificate being voided will be created with reversing values. Changes have been made to allow the list of valid change request types to be defined at the BBI level rather than at the job level. Changes have also been made concerning how to define automatically created BBI types. New SV Parameter: BOQTYPE. The ability to create cost codes and WBS codes when importing budgets has been added to the Import BBI function in Job Contract Manager. Construction Industry Solutions, August 5, 2013 Page 3 of 6

4 Materials on/off site functionality has been added to subcontract certificates. New actions are available to copy materials on/off site between SC certificates, as well as between SC certificates and client applications and certificates. New SV Parameters: SCMOSON, SCMOSOFF, SCCPYMOS, SCVALMOS. When adding a new change request or subcontract change request, you can now manually assign the change request number. New SV Parameters: MANNUM, SCMANNUM. New SV reporting (Change Request Items and Change Request Resources) has been created to print the pricing details (items and resources) of change requests and SC change requests. Job Receivables You can now include a separate materials off site retention line on a Job Receivables certificate definition. Corresponding fields on the Job Receivables series allow the standard definition values to be overridden for a series. Job Status New parameters allow configuration of the report stores to override Estimated Cost At Completion (ECAC) values for a job. If these parameters are set, the ECAC value will be taken from the report store rather than be recalculated. New JC Parameters: RPTREV, RPTECAC, RPTERAC, and RPTWIP. You may now apply Payroll security restrictions to Job Status cost transaction records. This allows you to hide employee information on job cost transactions from users who should not be able to see them. New PR Parameter: JCSECUSR. New Import Budget by Default Category/Year functionality has been added to the Job Status menu. This includes an Import function and a Workspace Workbench. This will be useful if you who wish to manage budgets and forecasts using a single value per cost code rather than a full category split. See OA_CE-JC001 for details. To allow reporting on historical accrual and remaining commitment values, new JC parameters to hold the budget types and a snapshot report to store them at the cost code level are now available. RO fields have been extended to accept a period parameter and to use the stored values for historical reporting. New JC Parameters: BUDACCR and BUDRCOMM. Payroll Since Schedule & Dispatch in Service Management will allow technicians to enter Labor Worked in visit details of the technicians, a new Transfer SE Visit Details function has been created in the Payroll module to allow the payroll department to create Payroll timesheets from visit labor worked. See OA_CE-PR015 for details. You can now enter overtime and double time rates rather than having them calculated from multipliers. A new option, Allow Entry of Overtime and Double Time Rates, has been added to Company Configuration to allow you to choose how you want the rates achieved. See OA_CE-PR013 for details. A new Prevailing Wage Expiration Report has been created in Payroll to assist you to remain in compliance with Prevailing Wage requirements and to help prevent possible fines and/or sanctions for non-compliance, as well as to avoid additional work to make up underpayment of wages. Construction Industry Solutions, August 5, 2013 Page 4 of 6

5 To streamline the process of updating or creating unposted timesheets, a multi-update procedure has been created for timecard entry through the use of a new PR/UPDRATE parameter. New PR Parameter: UPDRATE. Retirement plan administrators require all information related to plan participation to be submitted electronically. A new Configurable Payroll Export function has therefore been added to Payroll to create an export file that allows you to electronically transmit this information in the required format. See OA_CE-PR011 for details. New parameters have been added to allow for employee auto numbering in the Payroll module. New PR Parameters: EMPAUTON, EMPREFIX, EMPUNIQUE, EMPCODEF. See OA_CE-PR018 for details. A new Payroll function, Load Timecard Overrides, has been created for all Payroll intervals (weekly, monthly, etc.) to load overrides into timesheets. OA Implementation tools were being used to allow you to bulk load earning categories, pay calculations, and excluded earning categories into OA employee records. To make this process easier, the following functions have been added to the PR Company Setup menu: Load Employee Earning Categories, Load Employee Pay Calculations, and Load Employee Pay Calculations > Excluded Earning Categories. See OA_CE-PR012 for details. The new Update Employee Full Name Format function in PR Company Setup > Employee Administration controls the PR parameter EMPNMFMT. This parameter gives you the ability to determine how a new employee name field is populated/displayed on the Employee Maintenance browse screens and reports. When generating the Certified WH-347 Payroll Report, you can now select the First Day of the Week for the report. Also, the State of Florida now includes the gender and race for each employee on a separate Certified WH-347 Report for Florida. See OA_CE-PR014 for details. A New Hires Configurable Export has been added to the PR Company Reports > Configurable Exports menu. This function creates a configurable file layout for employers to export new hire data from PR or HR. See OA_CE-PR016 for details. Sales Tax Although the Regenerate Tax Tables function was first introduced in the 10.26, documentation is now available for it. This function allows the sharing of Tax Jurisdictions, Tax Codes, and Tax Rates across multiple companies. CO parameter: TXLINKCO. See OA_CE-CB003 for details. Subcontract Ledger The SC Subcontract and AP/PL Suppliers Payment Method screens have been enhanced to show proposed bank payment details in the Authorization in Progress box (alongside the Current Details box). New parameters: SC/SCWFSBNK and PL/PLWFSBNK. Changes have been made in the Subcontract Ledger module to handle SC Retention Split (a different percentage for works, materials on site, and materials off site). The subcontract Standard Certificate Definition now allows for multiple retention lines, and SC order and subcontract maintenance now have multiple retention fields to allow the standard rates to be overridden for a particular subcontract order. Construction Industry Solutions, August 5, 2013 Page 5 of 6

6 Service Management New in this release is the COINS OA Service Management module. Service Management addresses all facets of a contractor s service operations, from maintenance agreements, trouble calls, visit scheduling and dispatching through to billing and payroll. When used with Mobile Technician, Service Management is a complete solution for field service operations. Service orders are used in this module to represent work performed. The Scheduling & Dispatch Board has intuitive drag & drop to move and schedule calls. Several different types of work can be maintained: agreement, planned maintenance, billable extras, warranty work billable to third party, and non-agreement. The extensive use of column sets allows you to choose data fields to display an order. Many screens also include the concurrent update, multi-update, and bulk update capabilities. System COINS OA pages have been restructured to use standards-compliant HTML and JavaScript, allowing the use of new features. This means that all clients need to be on IE8 or later. There is a choice of a blue or gray style sheet (blue remains the default for existing clients; gray is the default for new clients). Customized styles sheets and scripts may need rework. Text and code fields now have new editors. Construction Industry Solutions, August 5, 2013 Page 6 of 6