Title: Release Note – Sales & Purchase – Iteration 33
Creation Date: 04 March 2017
Author: RL Team
Author’s Comments: None
|Created By||Sasmita Pattnaik|
|Released On||04 March 2017|
Table of Contents
Fourweekly paynumbers can only be added as linked paynumbers on weekly paynumbers. On other categories of pay numbers, linked Paynumbers cannot be added.
Linked paynumber added on Pay number list too.
Purpose of this new field is to allow users to filter records which will encounter validations on posting as they do not have data completely filled. User can draw list for each validation type and then can update records accordingly so that during posting the validations for incomplete information are not thrown.
User can update Email address and Contractor Address on Purchase Invoice and Repost them if the changes is done on already Posted Invoice.
Edit Purchase invoice will have option to put invoices on Hold.
User needs to fill reason to put invoice on Hold, same will be added in invoice history trail.
Once an Invoice is put on Hold, it can be posted. When such invoice is posted, it makes it on hold in Navision. This does not change any status in RL. Now again if this invoice is posted then it really post the invoice in Navision.
Invoices which are on Hold in RL but not been put on hold in Navision can be searched as shown below.
On Hold Invoices can be searched by using On Hold status in Purchase Invoice List search screen
Finance related option like Invoice Tab, Generate Invoice, View Invoices and finance module will not be visible to the User who does not have the right “Allow to view Finance Option”
Sales Invoice related mail are send to the mailId provided in the setting
|1||Column T – “ItemDescription” should show “Job name” instead of “Role” in CBA CSV report|
|Payroll No. in Remittance report is changed as Pay Journal batch Name|
|2||Permanent Client letter – Showing Billing Client Name, Contact Name, Address, Email Address|
|3||While submitting timesheet approval date cannot be before week start date, Validation is added|
|4||When POnumber is changed its changes are reflected in Navision on posted sales invoices.|
|5||Candidate ,Client name with apostrophe will be replaced and send without apostrophe on posting to Navision|
|6||If invoices sent via is having Email option then Email is mandatory to be filled before Notifying Auditor|
|7||Split Timesheet lines will be highlighted in pay timesheet screen|
|8||System will validate for In Active Clients , Candidate and contact added when moving lines to Pay journal batch|
|9||In Permanent Sales Invoice Billing Contact is displayed in Client letter|
|10||NoteID column will not be displayed on NoteList|
|11||The Insurance Documents which are uploaded for the payroll Umbrella company will be associated with Candidate document list|
|12||“02” will be prefixed with phone number for all pay numbers|
|13||Duplicate validation message will not come while moving lines to Pay Journal Batch|
|14||Tolerance limit for Ariba rate is measured as per first rate line in placement even though Placement have multiple standard rates associated|
|15||POTracker Timesheet lines mail will also have an attachment of Timesheet Line in excel format|
|16||Projected Posting Date for Permanent invoice will have the placement start date rather than current date|
|17||Validation for missing addresses of Billing and hiring Client, Candidate and Contact will come at contractor care level|
|18||Email Address updated in Contact get reflected in Placement as well as in Invoice|
|19||Notification mail is send on deletion of sales and Purchase Invoice|
|20||Notification of Pay delay for purchase invoice with status posted and projected EFT date less than current date|
|21||Added a new service method in Navision service to fetch the pay number details of a specific pay number from Navision. This service will return the response in xml format|
|22||Update in posting date criteria as per changes in Navision 2009|
|23||For consolidating invoices on invoice structure types based on PO details, then no validation is done for PO date.|
|24||Status of Timesheet does not change when invoice is posted. It remains invoiced.|
|25||Status columns, amount column in sales register is updated for consolidated invoices.|
|26||Address, Phone number, Account name, bank name etc updated in Sales Invoice Report.|
|1||TSL-Reminders not going to primary approvers while secondary bosses are also added.|
|2||Permanent Invoice line will have PO Date as Current date|
|3||Status columns, amount column in sales register is updated for consolidated invoices.|
|4||Address, Phone number ,Account name, bank name etc updated in Sales Invoice Report.|
|5||Conversion factor for converting day/hour will have ariba rate in consideration|
|6||PI, PL and WC amount is shown on pay journal batch page when all deductions are coming out of pay rate.|