1. New Company level setting “Implement Service Line” and thus service lines codes can be added
New company level setting “Implement Service Line: Yes /No” has been added at company level.
Admin -> Company -> Details -> Settings tab screenshot
2. Service Line: Associate with User
If Service Line is implemented at company level, then each user can be implemented with different types of service lines.
3. Service Line: Edit Placement Screen
Service Lines can also be associated with contract placements. Service Lines for a placement are added in Account Manager tab. If any account manager is saved, then service line for that particular account manager is mandatory.
Edit Placement -> Account Manager tab screenshot:
All service lines associated with the user will be loaded.
Also notes will be stamped on Audit list tab in case of service line for a particular account manager is added or changed.
Note:- Service Line can be assigned for a placement only if service line is implemented at company level.
4. Service Line added as a filter on Placement Search Screen
Placements can also be filtered by using Service Line field
Placement search screenshot:
Also when placement search result is exported to excel / pdf then service line associated can be seen in Account Manager column.
5. Service Line added as a filter on Sales Form Report
If at company level “Implement Service Line” is set as Yes, then service line filter is shown on Sales Form Report screen. Also service line columns will be shown when exported to excel / pdf.
Reports -> Placement -> Sales Form Report screenshot:
6. Service Line added as a filter on Placement Details Report
If at company level “Implement Service Line” is set as Yes, then service line filter is shown on Placement Details Report screen. Also service line columns will be shown when exported to excel / pdf.
Reports -> Placement -> Placement Details Report screenshot:
7. Service Line added as a filter on Bible Report
If at company level “Implement Service Line” is set as Yes, then service line filter is shown on Bible report screen. Also service line columns will be shown when exported to excel / pdf.
Reports -> Placement -> Bible Report screenshot:
If at company level “Implement Service Line” is set as Yes, then service line filter is shown on Performance Details Report screen. Also service line columns will be shown when exported to excel / pdf.
Reports -> Placement -> Performance Report screenshot:
9. Service Line added as a filter on Sales Register Report
If at company level “Implement Service Line” is set as Yes, then service line filter is shown on Sales Register Report screen. Also service line columns will be shown when exported to excel / pdf.
Reports -> Placement -> Sales Register Report screenshot:
10.ServiceLine1 , Ariba Rate, PO Number on Sales and Purchase invoice lines
Service Line, Ariba Rate and PO Number added in Sales Invoice screen
Edit Sales Invoice screenshot:
Service Line and PO Number added in Purchase Invoice screen.
Edit Purchase Invoice screenshot:
Note that Service Line column and ariba rate column will be shown only on the basis of company level setting.
11. Service Line added as a filter on Consultant Report
If at company level “Implement Service Line” is set as Yes, then service line filter is shown on Consultant Report screen. Also service line columns will be shown when exported to excel / pdf.
Reports -> Consultant -> Consultant Report screenshot:
12. Key Accounts / Non Key Accounts Client Tagging
New Functionality Key –Non Key clients has been implemented. At client level, we have added a tag to differentiate the client as Key client or Non – Key client, which will flow through contact, job, placement, and sales forms.
At company level “Enable Client Type Functionality “ is set as YES, then it will be visible on edit client, edit contact and edit job screens.
Based on setting at company level, If user has right “Allow to change Client Type “, then only it is allowed to edit on edit client screen, and also note will stamp on change of client type.
Based on setting in RL, If Client is of Key client type then it will send mail to Company Level Setting, “Account Receivable Email ID for TSL 1” which is added when Enable Client Type Functionality “ is set as YES.
If Client is of Non-Key Client then mail will be send to “Account receivable Email ID for TSL”.
Edit client: Client Type is added on edit client screen.
Following labels are renamed:
- Client name to Trading Name
- Legal Client name to Client name
Added “Billing client “field after “Parent client”.
On new client creation, Billing client will be same as Client or Trading name.
On verifying ABN, On client of “copy as client name”, it will update the “Client name” only after conformation with user”.
Edit client ->Company Info -> Bill to contact: will display contacts on the basis of Billing client.
New Job: Based on Setting, New job screen will auto populate client type on the selection of client or contact. The field will be read only. Same will happen when we create new job from edit contact or edit client screen.
Edit Job: Based on settings, Client type is also added on edit job screen and it will also be read-only.
Placement Search: Client type is added in placement search options.
It will display in exported xls or pdf document as well.
Sales Form: Client type (Key Accounts / Non Key Accounts) is added in the heading of Contract placement’s sales form.
Client Type on Reports: Client Type is added on Sales Form report and on Bible Report.
Sales form report: Client type is added in search criteria and also in grid and exported excel or pdf.
Bible Report: Client type is added in search criteria and also in grid and exported excel or pdf.
Changes on Existing screens
1. PO number validation removed and email sent to Contractor care and consultant about such timesheets
If PO Required is marked Yes at placement level, then it is not mandatory to fill PO Number while submitting any type of timesheet including additional timesheets.
An email is sent to Contractor care team and Consultant of that particular placement where PO is required at placement level but timesheet is Submitted/Approved/ Audited without PO number. This is based on setting at company level. There are following two settings:
- Send Mail when PO is required but not set and TS is filled: Yes /No
When set yes then email will be sent to cc team and consultant of that placement
- Recipient(s) of Mail which is sent for missing PO Number when TS is submitted/Approved:
Lists email of all recipient(s).
Admin -> Company -> Details -> Settings tab screenshot:
In case Contractor care emailed / Consultant email id is blank then email will be sent to firstname.lastname@example.org
In case of adjustment line no mail is sent but PO number will no more be a mandatory field.
2. Restrict Standard deduction related to IPS
If for any placement entity type is Umbrella Company and Entity Name is Independent Payroll Services Pvt Ltd then disable Professional Indemnity, Public Liability and Workers Compensation standard deduction types.
Edit Contract Placement -> Contract Details tab( if Umbrella Company is IPS):
If for any placement entity type is Umbrella Company and Entity Name is not Independent Payroll Services Pvt Ltd then disable IPS Fee and IPS Fees Paid From Contractor Pay rate standard deduction types.
Edit Contract Placement -> Contract Details tab( if Umbrella Company is not IPS):
3. New field Ariba Rate field at placement level depending on company level setting
New company level setting added to enable Ariba Rate: Ariba Rate for Invoicing:Yes/No
Admin -> Company -> Details -> Settings tab:-
Also Ariba Rate tolerance percent should be added at company level. This should be 2 digit value.
Ariba Rate should not be allowed to go beyond the tolerance level . Validation message will be shown if filled greater than this percent at placement level.
Also those who have right to fill Ariba rate will only be allowed to enter at placement level. The right Allow to change Ariba Rate should be provided to user.
Ariba Rate is required or not will be set at client level .Note will be stamped accordingly.
Edit Client screen -> Company Info tab screenshot:
Ariba Rate should be filled at Placement Level only .Any change in Ariba Rate should be stamped in Audit. Ariba rate should flow in Audit Checklist . Ariba Rate is basically Charge rate.
Edit Placement -> Client tab screenshot:
4. New field PO Date added at placement level if required at client level.
New field PO Date Required? Yes/No added at client level. Changes can be reflected on placements of that client depending on user requirement if click on Confirm.
Edit Client -> Company Info tab screenshot:
If at client level PO date is required and PO Date is mandatory and validation message for PO Date will appear at placement only if:
- PO Number is filled at placement level.
- PO Number should not be “Not Supplied”.
Edit Placement -> Client tab screenshot:
5. New search criteria added on placement search screen
Different Hiring and Billing Client added as a search criteria on placement search screen. When checked , all placements will be listed whose Hiring and Billing clients are different.
Placement Search screenshot:
6. Ariba Rate added in Sales Form
7. Factored field added when adding new Bank details
New field Factored added when adding new bank details.
Admin -> Company -> Bank List screenshot:
- RT-1127-Exclude email address from insurance expiry list
Bugs & Fixes:
No Issue description
1. Timesheet start date does not update when start date changed in placement. Timesheet start date should change as and when start date changes irrespective timesheet tab loaded or not.
2. Test 11662: Error 500 when changing timesheet setting from placement search screen
3. Test 11839: Reset on placement search will not untick different billing/hiring client checkbox
4 . Test 11737:Once leave is applied from internal ts screen cannot be applied as normal timesheet
5. Test 11785: Action items are not showing in sequence, offer is before Interview
6. If leave applied as Public holiday from internal timesheet system and then modified from leavelist the changes do not appear in timesheetreport.