Release notes update 63 en update 1.0.21 van de Synchronization Service - release 4 juni 2014

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1255 More control of invalid entries

In the previous version, when a time or expense entry was created that was missing some information (for example the item), the system automatically created a Concept entry, instead of Submitted entry. Sometimes the users did not notice the change of entry state to Concept and entries were forgotten in Concept state. This behavior was changed, so that the system never automatically creates Concept entries, but rather displays an error message for incomplete entries. This can also happen after entries are submitted to the server and server side validation fails.

Further, when certain QicsMilestones settings get changed, (such as Project, Item, or Customer settings) existing production entries in Submitted state may become invalid according to the new settings. Such entries are marked with an exclamation mark, but the user had no other means to find them back, than search through timesheets. In the new version, the Production report page was extended with a new column and filter: Is valid. The user can use them to search the entire production for invalid entries.

 

 

When the user clicks the ‘No’ hyperlink in the ‘Is valid’ column a popup is displayed that lists all validation errors found on the given production entry:

Similarly, the user can use the List view in the Hours & Expenses window to isolate invalid entries in the timesheet:

 

In approval, the previous version allowed the user to approve entries that were invalidated by settings changes. The new version displays an error message when the user tries to approve an entry that is not considered to be valid.

See the section 'Hoe bewerk ik reeds geschreven uren?' in the manual for more information. 

1375 Add new planning permissions        

The following new permissions were added to the system to further limit the access of the users in the planning module:

Edit planning of internal projects

With this permission, the user can only edit planning of internal projects, such as Vacations, Sick leaves and similar. It does not specify for which resources the edit permission will be granted on internal projects, without any additional permissions the user will not be able to edit planning of any resource, including him/herself. User will thus need at least one of the following permissions to be really able to edit someone’s planning on internal projects.

Edit own resource planning

With this permission, the user can edit only his own planning. The permission does not specify on which projects the user will be able to edit his own planning, without additional permissions no projects are accessible. For example in combination with “Edit planning of internal projects” the user will be able to edit only his own planning and only on internal projects.

Edit planning for all resources

With this permission, the user can edit the planning of all other resources. Additional permissions have to be granted to specify on which projects the user will be able to edit the planning of all resources.

View own resource planning

Same as Edit own planning, but the user can only view the planning.

View planning for all resources

Same as Edit planning of all resources, but the user can only view the planning.

 

See the section 'Extra rechten voor het inzien en bewerken van planningen' in the manual for more information. 

1374 Import production and invoices       

Invoicing entries can be imported form an Excel file. This functionality can be used to import historical invoicing data in a simplified form. The import will create one invoice with one manual invoice line for each Excel row, with details specified in the worksheet columns.

 

See the section 'Hoe importeer ik een factuur?' in the manual for more information. (Please scroll to the end of the document for importing of invoices)

1350 Allow to exclude deducted lines in Invoice layout

An option was requested to determine if deducted rows should be excluded from the data source for invoice layout reports. Most of the invoices do not show the deducted invoice lines. In the new version of QicsMilestones the data passed to the invoice layout report (Crystal reports file) can be transformed by an extensible style sheet language transformation file (XSLT). This transformation file can for example exclude deducted rows and/or further modify the source layout data in situation when this transformation is not possible/easy in the layout report.

 

 

 

Changes QicsMilestones Synchronization Service (version 1.0.21)       

1389 Twinfield VAT rounding issues

Twinfield rounds the VAT per invoiceline, but transfers the remainder of the VAT to the next line and then round this line (and so on).

This will result in a different total incl. VAT on the invoice in some cases. Changes were made to the QicsMilestones Synchronization Service to fix this problem.

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