Please find details below of the items included in this latest release.
Enhancements (6):
Mobile Update
A New version of the Mobile App has been released, release notes for this can be found here: Mobile Release Notes
Improvements to QR Code and Auto-Issue Jobs to Engineer Feature
Enhancements have been made to make this feature more flexible and useful:
Auto-Issue to Engineers
This setting is now independent of the QR code feature and can be enabled separately.
Default Equipment Setting Updated
The equipment-level setting "Allow raising jobs without a login" is now set to Yes by default. This change has also been applied to all existing equipment records.
Auto-Issue Now Works Across All Job Sources
Previously, jobs were only auto-issued to engineers when raised via QR code without a login. This restriction has been removed. Now, if the auto-issue flag is enabled for an engineer, jobs raised from any source will be automatically assigned to them.
New Fields Added to Nominals Stock Endpoint
We’ve made enhancement to the GET /Nominals/Stock endpoint in the Service Geeni API to improve data integration and reporting capabilities by adding the Branch Number and Transaction Date fields
Separate Reason Code Lists for ESS and Stock
Previously, the same list of reason codes appeared for both ESS and stock-related actions. These have now been separated. When selecting a reason code, the list will now show only the relevant options based on whether the action is related to ESS or stock, making it easier to choose the correct reason.
New Contract Dates in Invoice Data
Added two new fields to the Rel_Invoice section of the pmContractInvoiceList dictionary to provide greater visibility into contract timelines:
Contract Start Date (ContractStartDate): {pmContractInvoiceList.Rel_Invoice.ContractStartDate}
Contract Expiry Date (ContractExpiryDate): {pmContractInvoiceList.Rel_Invoice.ContractExpiryDate}
Swap Clock Hour Meters on Equipment
A new option is now available to help track equipment usage more accurately when a clock hour meter is replaced. Users can now:
Click the new Replace meter icon located below the clock hours on the equipment page.
Enter the final reading of the old meter, the starting reading of the new meter, and the date the meter was replaced.
The system will automatically calculate total usage by combining the readings from both meters.
Additional enhancements include:
A new Clock Hour History section that shows all recorded readings:
Entries added from the web app appear in green.
Amended readings appear in blue.
The meter swap entry is clearly marked and cannot be edited.
The Clock Hour History button is now visible on the equipment view page. Hovering over it will show a tooltip: “Edit equipment to view history.”
A new option has also been added to the Equipment History screen to access the full clock hour history.
Addition of Fixed Cost Field
A new Fixed Cost field has been introduced to improve cost tracking and reporting for services, particularly when using fixed price charge codes. This enhancement allows users to define and manage fixed costs more accurately across various parts of the system.
Key Highlights:
A Fixed Cost field is now available when setting up a charge code.
When adding a new job, users can enter a fixed cost regardless of the charge code selected.
If a fixed cost is entered, it will:
Appear as a line item in the Subcontractor PO (only if the value is greater than 0).
Display on the Financial tab of a job under the fixed price cost section
Be visible at the task level for service or repair jobs.
Reflect in the Revenue Cost Analysis Report under the “Other Cost” section.
Be included in the Subcontractor Portal under the Time tab.
This addition ensures that costs are accurately captured and reported, even when they are not based on hourly rates.
Fixes (21):
Selling Price Now Updates Correctly When Adding Stock to Tasks
There was an issue where the selling price did not update properly when stock items were added to a task. This has now been fixed, and the correct selling price is applied automatically.
Sales Nominal Export Now Includes Complete History
When exporting sales nominal update history to Excel, some information was missing. This has been resolved, and the export now includes all relevant details.
Journal Nominal Now Created for Returned Parts on Job Credit Notes
There was an issue where journal entries were not being created when returning parts on a job credit note, especially if the items were booked from engineer receipts. This has been fixed, and the correct nominal codes are now applied, ensuring journal entries are created as expected.
Equipment Status Now Updates to "Awaiting Return" After Off-Hire
When equipment was off-hired, its status did not update to "Awaiting Return" as expected. This has now been corrected, and the status updates properly after off-hire.
Warranty Date Field Cleaned Up
The warranty date range field on equipment records was displaying extra characters. This has been corrected, and the date now appears in a clean, readable format.
Last PPM Field Now Displays Correctly After QR Code Scan
The "Last PPM" field on the equipment details page was showing as blank after scanning a QR code, even when service history existed. This has been fixed, and the field now correctly reflects the most recent service.
All Delivered Items Now Included in Invoicing
When items were delivered in multiple parts, only the most recent delivery was being invoiced. This has been corrected so that all delivered quantities are now properly included in the invoice.
Jobs with Zero Value Now Move to Correct Final Status
Jobs with a charge code set to "chargeable" and the option to not raise zero value invoices were getting stuck in the "Submitted" state. These jobs didn’t appear in the invoicing module, causing confusion. This has been fixed—such jobs now correctly move to the final status of "Submitted – No Invoice Required" and are excluded from invoicing.
Error Resolved When Accessing Audit Log
An error occurred when trying to access the audit log due to missing user information. This has now been fixed, and the audit log loads correctly.
Kit Cost Price Now Displays Correctly After Dispatch
There was a problem where the cost price of kit items was not showing correctly after dispatch, especially when parts were accepted from an engineer branch. This has been fixed, and the correct total cost price is now displayed for kit items in all scenarios.
Stock Transfer Records Corrected for Lost Items
In some cases, stock transfers were incorrectly recorded, causing items to appear lost. These records have been corrected to reflect them as proper stock transfers, ensuring accurate tracking.
VAT Code Can Now Be Updated on Miscellaneous Invoices
Users were unable to change the VAT code on miscellaneous invoices. This issue has been resolved, and the VAT code can now be viewed and updated properly.
Job Forms Not Appearing on Mobile
Forms added to a job before it was issued were not showing up in the mobile app. This issue has been fixed, and all relevant forms now appear as expected.
Primary Contact Now Saves Correctly on Job Quotes
The primary contact name was not being saved or displayed on job quotes, even after being added. This has now been fixed, and the contact name appears as expected.
Task Description Box Can Now Be Resized in Quotes
Users were unable to expand the task description box when working on a job quote. This has been corrected, and the box can now be resized to make editing easier.
Equipment Clock Hours No Longer Reset to Zero
In some cases, equipment clock hours were being reset to zero when a contract was created or revised. This issue has been fixed, and clock hours now remain unchanged during these actions.
Invoice Date Edits Now Save Correctly on Sales Orders
Changes made to the invoice date on a sales order were not being saved. This has been resolved, and updates to the invoice date are now retained as expected.
Department Code Now Included in Service Contract Credit Notes
When creating a credit note for a service contract, the department code was not being saved correctly. This has now been fixed, and the department code is properly recorded.
Corrected Cost Price Display in Stock Transfers
There was an issue where the cost price shown during a stock transfer appeared incorrectly. In one case, a price in US dollars was shown with a pound symbol, leading to confusion. This happened because the exchange rate wasn’t being applied correctly when parts were received. The process has now been updated to ensure the correct cost price and currency are shown during stock transfers.
Error Resolved When Editing Purchase Order Lines
An error occurred when trying to edit and save a line in an existing purchase order, especially when certain details were missing. The system now properly loads the necessary fields, allowing the section to appear and edits to be saved without issues.
PO Box Now Viewable in Job Details
There was an issue where the PO box under the parts tab in an open job could not be expanded or viewed. This has been fixed, and the PO box now opens as expected when clicked.