Please find details below of the items included in this latest release.

Introducing the Equipment Service Schedule (ESS) automation feature to streamline the generation and dispatch of service jobs, reducing manual effort and minimizing the potential for human error. In the Branch Level Settings, you will find the option to set the ESS Schedule to either Automatic or Manual. If you set the ESS Schedule to Automatic, the system will automatically generate and dispatch service jobs based on the configured frequency (Daily, weekly or monthly). Service Geeni will run daily to check for upcoming services and raise jobs accordingly. Access the report in BI → Reports → Scheduling to view the details of unraised services.

Automates Job Creation: Automatically generates and dispatches service jobs based on the configured schedule, reducing the need for manual intervention.

Flexible Scheduling: Allows you to set the frequency and timing of job creation to suit your operational needs.

Consistent Job Status: Ensures that jobs are created with the correct status, whether issued, unissued, or scheduled.

Notification and Reporting: Provides notifications and detailed reports for any services that were not raised, ensuring you stay informed and can take corrective action.

Introducing a new feature that allows users to filter jobs on the scheduler and job control by teams, providing greater control and visibility over jobs. This enhancement includes the following capabilities:

Pop-Up Selection: Clicking the Engineer/Teams filter, user will have the following options

Teams Tab: Displays a list of teams along with the number of engineers in each team. Expanding a team shows the engineers within that team.

Engineers Tab: Displays a complete list of engineers.

Auto-Selection: If a team is selected, the engineers from that team are auto-selected when switching to the Engineers tab.

Filtering: Once the user clicks "Select," the scheduler updates to show jobs assigned to the selected engineers or teams.

Multiple Team Selection: Users can select engineers from multiple teams, and the filtering logic handles this correctly.

This feature significantly enhances the scheduler's functionality, making it easier for users to manage jobs by teams and maintain an organized workflow.

We have introduced a new dataset named EngineerTimesheetsGrouping in SSR. This dataset is designed to show job timings and group the data if time bookings are continuous for any specific activity and type. This enhancement will help in better organizing and analysing job timings, making it easier to track and manage engineer activities efficiently.

Improved the system to ensure consistent VAT rounding between Purchase Orders and Purchase Invoices. The system now saves rounded values for each item, providing accurate and consistent totals. This enhancement eliminates discrepancies and ensures that financial records reconcile correctly.

Improved the system by adding the audit log button for cancelled jobs. Users can now access audit log information for all job statuses, including cancelled jobs, ensuring comprehensive visibility and tracking of job activities.

Resolved an issue with rounding off values when raising job credit notes. Previously, rounding was not applied to job credit notes, causing discrepancies. Now, rounding is applied to two decimal places, just like when generating job invoices, ensuring uniformity.

Resolved an issue where the non-chargeable status was not consistently set when raising a job from mobile devices and other platforms. The system now ensures that this status is correctly applied across all interfaces, maintaining accurate job records.

Resolved an issue where users were unable to scroll to the next page in the web portal KPI viewer. The toolbar settings have been updated to ensure that the next/previous buttons are now visible, allowing users to navigate through multiple pages of data seamlessly.

An issue was found where filters on the Engineer Activity screen were not working. Users were unable to find any records when using the filter at the top of the page. The filters have now been fixed to ensure that records load correctly when filters are applied, improving the usability of the Engineer Activity screen.

Resolved an issue where users encountered an error message ("object reference not set to an instance of an object") when trying to save a quote. This error caused all details to be lost, requiring users to start again.

Resolved an issue where non-chargeable hours were not updating correctly when the task charge code was changed. The task summary was not reflecting the new charge code settings because the non-chargeable values update method was not being called. Now, the non-chargeable hours will update correctly when the charge code is changed.

Resolved an issue where an error message would appear when viewing work done notes. Now, when viewing a job, the "Add Work Done Note" button will not be visible. The button will only appear when editing the job, and once the job is saved, the button will be hidden again. This ensures a smoother and error-free experience when managing work done notes.

Resolved an issue where new equipment created from the popup in the Job Quote screen was always set as inactive. This caused the equipment to be invisible when searching in the popup. Now, newly created equipment will be active and visible in the popup, ensuring it can be easily found and used.

Resolved an issue where duplicate Purchase Orders (POs) were being raised. This occurred when the "Raise PO" button appeared after confirming the generation of multiple POs. The button has now been hidden to prevent duplicate POs from being raised.

Resolved an issue where exporting from Supplier records and Stock item lists resulted in an empty Excel file.

We resolved an issue where certain popups would close unexpectedly while typing. This was caused by a background process shifting focus away from the popup. The behaviour has been corrected to ensure that popups remain open while you are typing. We have also tested various scenarios to ensure that editing jobs across different screens and states works smoothly without any interruptions.

Resolved an issue where job sheets were printing multiple pages even if there was only one task and one test. The system now correctly processes these sequences, ensuring job sheets print the correct number of pages.

Resolved an issue where users encountered a "Nullable object must have a value" error after adding an engineer to a job and hitting save.

Enhanced the Purchase Invoice Posting page to ensure accurate total calculations. The system now manages selections more efficiently, preventing any discrepancies that occurred when lines were being selected quickly. This issue arose because multiple calls were triggered if a user clicked another checkbox before the first process was completed. The system now prevents multiple selections until the current process is complete, ensuring accurate totals.

Fixed an issue where the next service date for equipment sequences was incorrectly saved after editing. The next service date now correctly matches the sequence start date, even if another sequence exists for the same equipment.

Fixed an issue where the Equipment field was not visible on the Service Call screen when searching by Equipment or Serial number.

Resolved a browser compatibility issue in the Edit Customer Account module where the checkboxes for selecting mandatory order references were not positioned correctly in Firefox.

Addressed an issue where attempting to goods receive a purchase order resulted in an "object reference not set to an instance of an object" error. The system now correctly handles missing job references, allowing the purchase order to be received and processed without errors.

Resolved an issue where the Purchase Orders popup panel was being cut off when the main blue menu on the left was fully expanded. The popup screen now adjusts correctly to the available space, ensuring it is fully visible and not hidden behind other sections.