20
Page 1 of 19
Contents
New Features................................................................................................................................................... 3
29005153 – Timesheets ...................................................................................................................................... 3
39005481 – Engineer Van Stock ......................................................................................................................... 4
39005354 – OnCall Follow Up Waiting Reasons (Extended functionality) ......................................................... 5
29003616 – New fields on System Tab within OnCall ........................................................................................ 5
39005488 – Call Reason KPI ............................................................................................................................... 6
39005500 – New field in Site Details (Admin 3) ‘Service Variations’ .................................................................. 6
39005514 - Update a calls scheduler entry on receipt of the 'OnSite' message ................................................. 7
39005418 - Provide navigation arrows on a call action ..................................................................................... 7
39005417 - 'Delete all Equipment' option within System Equipment ................................................................ 8
39005476 - Oncall Android Use the Modern Theme and Icons .......................................................................... 8
Android & Metro Call Filter Facility .................................................................................................................... 8
39005504 – Where Is It (Field/Caption/Value finder) ........................................................................................ 9
39005428 - Populate the email address field when emailing an attachment .................................................. 11
39005431 - Add CSV Export option to ‘Site’ Call History and ‘Call’ Call History ............................................... 11
39005365 - Use the Customer email address when copying Invoices and Credits ........................................... 11
39005442 – Assign a stock location to a Job Costing (Company Number miss-match) ................................... 11
39005433 - Enhanced functionality when creating an SE from a Call Action ................................................... 12
39005477 - MCSTCPIP add port parameter ..................................................................................................... 12
39005435 - Option to export from the data viewer to CSV output .................................................................. 12
39005432 - Table manager does not show table errors clearly. ...................................................................... 13
39005430 - OnCall Metro UI............................................................................................................................. 13
39005429 - Auto resize the system grid in the site form .................................................................................. 13
39005415 - Email address validation needs to allow for apostrophes ............................................................. 13
39005329 - Modifications to OCF to re-wind uncomplete forms ..................................................................... 13
39005500 - OnCall forms error correction and reprocessing ........................................................................... 13
New Features – updated 10/05/20 ................................................................................................................ 14
39005490 – OnOrder quantities shown for non-stock items ............................................................................ 14
39005478 – Ability to exclude schedules from the Performance Analysis ....................................................... 14
38995469 – ‘Send Docket with Chargeable call invoice’ flag not NULL ........................................................... 14
38995466 – ‘Job Costing Processed’ flag not NULL .......................................................................................... 14
38995436 window resizable – Product Code .................................................................................................... 14
39005407 – Warning when raising an Invoice for a suspended customer ....................................................... 15
39005406 – Status update on ‘Linked Job Costings’ tab within a Call ............................................................. 15
39005381 – MCSTCPIP Site/System sync .......................................................................................................... 15
39005373 – ‘Load Call Options’ resizable ......................................................................................................... 15
Page 2 of 19
39005332 – Additional fields on the Purchasing ‘Un-invoiced Receipts’ report ............................................... 15
39005303 – Engineer Name used on the Engineer Performance Rating report ............................................... 16
39005295 – Supplier Order Reference displayed within Job Costing ............................................................... 16
Bug Fixes ........................................................................................................................................................ 17
CASH ................................................................................................................................................................. 17
Page 3 of 19
New Features
29005153 – Timesheets
The Engineer Timesheet facility is essentially an electronic version of an Engineer’s traditional
paper Timesheet however it has been extended to facilitate the automatic linking of Entries to
Calls, integration with the CASH Scheduler and reporting facilities.
Timesheets can be signed off by the engineer before being transferred to CASH where they
can be reviewed before final sign off in the office. The Timesheet can, if required, be modified
before final sign off either by transferring back to the engineer or manually in the office.
Timesheets in the office can be edited directly by modifying the times or visually by moving
the Entries on the Timesheet graphical view.
Timesheet Entries may be linked to CASH user defined scheduler Entries if required and will
therefore appear on the scheduler. In addition, travel time Entries associated with Calls will
extend the call Entry in the scheduler so that the call and the travel shows as a complete time
Entry in the scheduler.
‘Travel’ type entries that are linked to a ‘User defined Scheduler Type’ and then associated
with a Call will prefix the resulting scheduler entry in CASH.
Please refer to the ‘Engineer Timesheet’ help note for more information.
Page 4 of 19
39005481 – Engineer Van Stock
It is possible to filter an Engineer’s product selection to just those items that are stocked at
the engineer’s location where the stock level is >0. It is also possible to enforce the selection
via a setting against an individual engineer.
To enable the filter;
- Navigate to CASH 20** configuration - Enable ‘Transfer StockAtLocation Details to Engineers in ‘OnCall > Stock’ - The Engineer’s will now be able to choose whether to restrict their product selection from
either ‘All’ or ‘Own Location’
To restrict the engineer’s selection to their own location and prevent selecting products from
the main location;
- Navigate to ‘System Admin > Reference Codes > Engineer/Technician’ - Enable ‘Restrict Product Selection To Products Stocked At Engineer’s Stock Location?’ in
‘Oncall 2’ - The Engineer will now only be able to select Products at their own stock location.
Product quantities & availability at a location are updated each time the mobile device
connects, there is no manual intervention required.
Page 5 of 19
39005354 – OnCall Follow Up Waiting Reasons (Extended functionality)
The facility whereby a global waiting reason can be set for ‘Engineer’ Follow Ups (See v2020.1
Release notes) has been extended with the ability to set the waiting reason at Follow Up level.
Once set, CASH will set the call to ‘Waiting’ and apply the nominated ‘Reason’ set at Follow Up
level (if set), if not set CASH will use the ‘Reason’ set at CASH 20** Configuration level and if
neither are set the Call will not be set to ‘Waiting’.
To apply a Call Waiting Reason at ‘Follow Up’ Level;
- Navigate to ‘System Admin > Reference Codes > OnCall Follow Ups’ - Select a ‘Call Waiting Reason’
29003616 – New fields on System Tab within OnCall
The following fields have been added to the OnCall ‘System’ tab;
- Site > Systems > A.R.C. > A.R.C.Contract Number - Site > Systems > A.R.C. > Dual Monitoring Code - Site > Systems > A.R.C. > STU/NUA Number
The new fields are sent automatically, no additional setup is required.
Page 6 of 19
39005488 – Call Reason KPI
A new KPI is available for Insight that charts the number of calls by month in a given date
range, filtered by Call Type and Reason.
To load the kpi;
- Open Insight - Click ‘Add Kpi’ - Click ‘Number of Calls of type and reason X in date range’ - Once open, select a Call Type, Reason and Date range
Please note that all the existing global filters within Insight will also apply to this KPI.
39005500 – New field in Site Details (Admin 3) ‘Service Variations’
A new field is available within Site Details (Admin 3) ‘Service Variations’ and is available within
the new ‘Page 2’ tab. With the exception of ‘Maximum Spend at Time of Service’ all the
normal fields remain unchanged on the ‘Page 1’ tab.
Page 7 of 19
39005514 - Update a calls scheduler entry on receipt of the 'OnSite' message
An option is provided within CASH 20** Configuration that causes the scheduler entry for a
Call to be updated on receipt of the ‘OnSite’ & ‘Complete’ messages, rather than receipt of the
‘Complete’ message only. This makes it possible for office staff to see when an Engineer is
OnSite in real-time as opposed to after the Job is complete.
To enable this;
- Navigate to System Admin > Cash 20** Configuration > OnCall - Check ‘Update Scheduler Entry On Receipt Of ‘OnSite’ and ‘Complete’ Transactions
Once enabled, a call’s scheduler entry will move to the ‘onsite’ time when the ‘onsite’ update
is received and will retain its original duration.
39005418 - Provide navigation arrows on a call action
Navigation buttons are available within a Call Action making it possible to scroll quickly
through multiple actions on a Call, without having to drop out of the Action.
Page 8 of 19
39005417 - 'Delete all Equipment' option within System Equipment
A ‘Delete All Equipment’ function is available within System Equipment that will remove all
equipment records from the selected System.
39005476 - Oncall Android Use the Modern Theme and Icons
Android OnCall now uses the latest theme settings and icon sets delivering a much cleaner,
easier to use interface.
Android & Metro Call Filter Facility
Both the Android and Metro versions of OnCall now benefit from a new Call Filter within the
main Call screen. The filter work on all the main Call, Site and System fields including the
address, postcode & System Name. The filter is also retained between opening and closing
jobs so can be very useful for maintaining a list of (for example) Calls within a certain postcode
or region.
Page 9 of 19
39005504 – Where Is It (Field/Caption/Value finder)
A new ‘search’ function is provided that enables you to search for text within CASH menus,
captions, field names and values. The ‘Menu’ search option will work with no other windows
open however when searching for ‘Captions’, ‘Field Names’ or ‘Values’ it is first necessary to
open the window in which you want to perform the search (ie, open User Settings to search
within User Settings).
‘Menus’ are CASH menu options, available from the main toolbar.
‘Captions’ are the name next to the field on the form.
‘Field Names’ are the underlying name of the field (ie, as it appears in Query for example).
‘Values’ are the contents of the field.
To search within CASH for a menu item;
- Click the ‘WII’ button in the toolbar;
- Type your search term in the search box; - Tick ‘Menu’
- WII will return all occurrence of the term ‘invoice’ from within the CASH menu system - Double click the result to open the menu item itself.
Page 10 of 19
To search for ‘Captions’, ‘Field Names’ or ‘Values’;
- Open the form in which you want to perform the search (ie, User Settings) - Open WII - Enter your search term (ie ‘email’) - Select your search scope (Captions, Field Names or Values) - You can search for all three if required - WII will show any matching results - Clicking an item in the list will display the result on the form itself and highlight it
Please note that a result may be returned from within a hidden tab or menu option;
In this case we searched for the term ‘bill on’ within a site. WII found a result within the Site
Details form but because the Site is not setup for Bill On Maintenance, the tab is hidden. In
this case the result is returned but highlighted in red and the result cannot be shown within
the form.
Page 11 of 19
39005428 - Populate the email address field when emailing an attachment
When emailing a Call Attachment CASH now derives the email address from the Call, Site, or
Customer (in that order) rather than presenting a blank email form.
39005431 - Add CSV Export option to ‘Site’ Call History and ‘Call’ Call History
An option is provided to export to CSV Call History both from within a Site and a Call. To
export to CSV, click the ‘Print Grid’ button and select ‘export to CSV’;
39005365 - Use the Customer email address when copying Invoices and Credits
When copying an Invoice or Credit Note CASH now derives the email address for the Copy
from the Customer, rather than from the source Invoice or Credit Note. This allows for
circumstances where the Email address against the Customer may have changed.
39005442 – Assign a stock location to a Job Costing (Company Number miss-match)
Following a recent bug fix it was no longer possible to assign a Stock Location to a Job Costing
where the Company Number of the Stock Location didn’t match that of the Job Costing. We
accept that this has created an issue for some customers and we have therefore lifted this
restriction by providing an option to override the warning.
When changing stock locations you are now presented with this option if the Company
Numbers don’t match;
Please note that overriding this warning may affect stock allocation later in the process.
Page 12 of 19
39005433 - Enhanced functionality when creating an SE from a Call Action
When creating a Sales Enquiry from a Call Action, the Enquiry Received field is now populated
on the resulting enquiry and you are prompted to open the enquiry if required;
39005477 - MCSTCPIP add port parameter
It is now possible to specify the TCPIP port to MCSTCPIP via the run command which means
that you can, for testing purposes, run two MCSTCPIP’s from the same CASH system (the
filename would also require changing). For the engineer on test, just change their PORT
setting on OnCall to the new Port.
39005435 - Option to export from the data viewer to CSV output
The CASH Data Viewer now provides an option to export the selected table to CSV including
any applied filters.
Page 13 of 19
39005432 - Table manager does not show table errors clearly.
ADS Table Manager now clearly displays any errors at the end of the process making it far
easier to identify tables that have not re-indexed or re-structured correctly.
39005430 - OnCall Metro UI
Various improvements have been made to the Windows Metro OnCall UI to ensure it works
correctly when using a Keyboard (Laptop) as well as Touch (Tablet) interfaces.
39005429 - Auto resize the system grid in the site form
The System List within a Site now auto –sizes with the Site form to ensure that full use is made
of the available space when a Site is resized.
39005415 - Email address validation needs to allow for apostrophes
CASH now accepts apostrophes when validating email addresses.
39005329 - Modifications to OCF to re-wind uncomplete forms
OnCall Forms now ‘roll-backs’ any merge field or form data if the form does not process fully
making it possible to re-process the form without the need to re-attach a new form to the call.
This also eliminates the possibility of partially complete forms being sent out.
39005500 - OnCall forms error correction and reprocessing
OnCall Forms also now removes the error message when a form is partially processed and, in
conjunction with 39005329) this means the form is now automatically re-processed.
Page 14 of 19
New Features – updated 10/05/20
39005490 – OnOrder quantities shown for non-stock items
When a Purchase Order is raised for non-stock items the ‘Quantity on order’ field is now
updated on submission and receipt.
39005478 – Ability to exclude schedules from the Performance Analysis
It is possible to flag a schedule so that it is excluded from the Call Performance Analysis report.
To exclude a schedule;
- Navigate to ‘Site > System > Schedule ‘General’ tab’ - Tick ‘Exclude Associated PM Calls From Call Performance Analysis’
PM Calls raised from the selected scheduler will now be excluded from the Call Performance
Analysis report.
38995469 – ‘Send Docket with Chargeable call invoice’ flag not NULL
Having enabled a Site to include a docket with a Chargeable Call Invoice the field would
default to NULL (ie, not Y or N) when reverting to Print. The field can now only be set to ‘Y’ or
‘N’.
38995466 – ‘Job Costing Processed’ flag not NULL
When a call is raised against a Job Costing the ‘Job Costing Processed’ field would default to
NULL. The field now defaults ‘N’.
38995436 window resizable – Product Code
The Product Code windows (System Admin > Company Codes > Product Codes) window is now
resizable.
Page 15 of 19
39005407 – Warning when raising an Invoice for a suspended customer
When raising a manual invoice (from Customer, Site or Job Costing) a warning is now raised;
39005406 – Status update on ‘Linked Job Costings’ tab within a Call
When a job costing is opened from within the ‘Linked Job Costings’ tab of a Call and it’s status
is updated, the new status is now reflected within the Linked Job Costings tab when the Job
Costing is closed.
39005381 – MCSTCPIP Site/System sync
The method by which Sites & Site Systems are sent by MCSTCPIP to the mobile device has
changed. MCSTCPIP now processes 1000 records and then sends them, the process is
repeated until all records have been processed. This differs from the existing method by
which all the records are processed and then sent in batches of 1000. The new method will
significantly reduce the overhead on MCSTCPIP when sending large Site & Site System
updates.
39005373 – ‘Load Call Options’ resizable
The ‘Load Call Option’ (available from ‘Options’ with the Call Grid open) is now fully resizable.
39005332 – Additional fields on the Purchasing ‘Un-invoiced Receipts’ report
The following additional fields have been added to the ‘Un-invoiced receipts’ report;
- PO Date - Delivery Date - Job Costing and Call Number - Total PO amount
Page 16 of 19
39005303 – Engineer Name used on the Engineer Performance Rating report
The ‘Engineer Performance Rating Report’ (Service & Maintenance > Call Reports) now
displays the engineer’s name, rather than their code.
39005295 – Supplier Order Reference displayed within Job Costing
A Job Costing’s ‘Purchases’ tab now displays the Supplier Order Reference.
Page 17 of 19
Bug Fixes
CASH
Reference Area Details 39005395 Call Logging, Email,
MCS Confirmation e mail - issue with the "reply to" address
39005452 Call Logging, Invoicing - Chargeable Calls
Incorrect charge code is displayed in error message where a chargeable call invoice includes a charge code that has been deleted
39005470 Call Logging, Job Costing
Cannot focus a disabled or invisible window when launching a call from a job costing (specific sequence required)
39005424 Call Logging, Job Costing, Stock
Call linked to job costing issue parts from engineer stock location incorrectly where product price has changed
39005394 Call Logging, OnCall Mobile transaction data queue retaining old call transactions
39005482 Call Logging, OnCall - Android, OnCall - Follow Ups, OnCall - MCSTCPIP, OnCall - Windows Phone, OnCall - Windows Tablet
In Oncall, follow ups created via the engineer device are not removed from the engineer device after the action is deleted in CASH
39005425 Call Logging, Purchase orders
Delivery instructions field is disabled when raising a PO from a call
39005422 Call Logging, Reference files
Incorrect error message is displayed when adding an attachment to a call, where attachment is open and engineer has a file size limit
39005385 Call Logging, Sites Call logging and site alert message
39005503 CASH Help 'Check for updates' no longer works as the link isn't valid
39005489 CASH Installer CASH Client installer gives no error but does not create shortcuts
39005389 CASH Main CASH becomes unresponsive after editing a text box
39005368 CASH Reporting Temporary tables are being written into CASH\Data instead of CASH\Data\Tempfolder
39005499 Diary, Email, InSync Reminder diary entries added from outlook to CASH via InSync show as "UNKNOWN", rather than displaying the user initials due to discrepancy in the code referenced to create them
39005454 Diary, Reminder diary
The reminder Diary doesn't save default View
39005370 Diary, Scheduler Error : tblEngineeringGridView: Record not found - Scheduler Diary (Grid View)
39005382 Email, Invoicing - E-Invoicing, MCS
In E invoicing, the invoice intermittently fails to attach to the e mail
39005439 Invoicing Copying a paid invoice results in the paid date showing on the new invoice
39005363 Invoicing SUN Ledger interface is not escaping commas
39005376 Invoicing, Job Costing
Unable to edit the held flag when an Invoice is opened from a 'commissioned' Job Costing
39005369 Invoicing, Printing Invoice Print progress bar displays greater that 100%
39005420 Job Costing Applying text column filters on the job costing grid causes the other filter options to be lost
Page 18 of 19
39005419 Job Costing Calls not linking to Job costing
39005403 Job Costing Inaccurate 'quantity remaining' when issuing reserved stock from a Job Costing
39005456 Job Costing Job description truncated on Job Costing Pick List report
39005453 Job Costing Job costing can be saved with a completion including commission date which precedes the commencement and completion dates
39005404 Job Costing A site job costing grid does not retain the site filter
39005405 Job Costing, Products Obsolete products can be added to a Job Costing via a Bill of Materials
39005399 Job Costing, Products Product search behavior is inconsistent when adding a product to a Job Costing
39005377 Job Costing, Reports Job Costing Calls Awaiting Update report - call action number field is limited to 2 characters
39005443 Keyholders, Sites There is no last edit date/time on the site keyholder phone numbers table and the site keyholders table last edit date/time is not updated by changes made to this table
39005396 Mail Merge CallMobileCheckList merge fields not recognised within a word template
39005414 OnCall MCSTCPIP /DATAPATH option
39005388 OnCall - OnCall Forms
'CallActionCharges Loop' merge fields showing same Charges on all Forms
39005383 OnCall - OnCall Forms
An OnCall form is not included with the docket when sent from the Call Action
39005359 OnCall - OnCall Forms
Unable to Process Oncall Forms that contain an Apostrophe ( ' ) in the filename
39005371 OnCall - OnCall Forms
Mandatory fields set as zero not being recognised as complete in an oncall form
39005511 OnCall Metro On the completion tab in the OnCall app (Windows) there are different text sizes
39005510 OnCall Metro In OnCall metro, the system installed date also shows a time
39005485 OnCall Metro In Windows Metro OnCall, when call is transferred, does not return to the main screen once transfer is complete
39005484 OnCall Metro Transferring call in Windows Metro enforces entry of remarks, which is not enforced when transferring a call in Android
39005496 OnCall Metro In OnCall Windows, when logging an OOH call, search button is overlapped by site name box
39005495 OnCall Metro No space between "are" and "booked" when booking on and off in OnCall for windows
39005494 OnCall Metro The "terms and conditions" title is in the wrong place on the terms and conditions page, it is overlapping the booked on/booked off bar.
39005471 OnCall Metro unable to delete files in oncall metro - attachments starting with spaces - OS bug
39005462 OnCall Metro OnCall Metro show better file error messages when performing a sync
39005401 Products System Equipment Checklist retained on Docket from deleted products
39005438 Products, Stock BOM drop down is disabled when launching the product from a stock location
39005491 Purchase orders Un-receipting a line on single line PO causes issue as the PO is not returned to status of open
Page 19 of 19
39005437 Purchase orders, User Setup
Users who are unable to edit a submitted purchase order are also unable to edit the reminder date and notes
39005440 Reminder diary, Sites Amending notes on a reminder diary appointment causes the time revert back to company working hours start time
39005426 Sales enquiries Error when assigning a Salesman to a Sales Enquiry created from a Call Action
39005409 Security Settings, Sites
Site Charge System Link not removed when the system is Dead
39005447 Sites In site charges special tab, it is not possible to remove the subcontractor once one is selected
39005460 Stock Bulk stock transfer- Product description to match character length of Search Description
39005411 System admin Site charges boxes can be typed in with no code added.
39005400 System admin Changing the wording from "Classification" and "Grade" -
39005449 Templates - quick report
Images in invoices and dockets from Company config not displaying correctly
29002888 Travelling sales Remove all occurrences of ";&&"; in visual strings (message prompts etc) and replace with ";a
