WebTMA 7 April 16, 2024 Release Notes

UFI Export Date Default Changed

Path: Accounting > UFI > UFI Export Data

If a date format is not set up for the UFI Template, a new default is applied.

When you do not set up a date format for the UFI Template, the output for flat files and SQL Server will default to the following 24-hour format:

yyyy-MM-dd HH:mm:ss (example: 2024-04-04 17:05:37)

 

Requestor Login - Request Status Browse Date Range Added

The Work History grid now includes fields to set the Time Frame for viewing and reporting.

RelNotes_RequestorLoginRevised4-16-24.png

The default is the Last 30 Days, but you have the option to select any of the options illustrated below.

RelNotes_RequestorTimeFrameDropDown.png

You can also search up to one year of historic data, and you can determine the year to be searched. If you need to see, for example, FY 2020-2021, just enter a  Start Date of 07/01/2020 and End Date of 06/30/2021.

Pending Request results are also limited to the specified range. This means that you can review pending or resolved records from yesterday and see only records from yesterday rather than yesterday and today.

 

Report Writer - Report Criteria Syntax Link Added

When you add Report Criteria to your report, you now have a link to display the Syntax of your criteria.

RelNotes_ReportWriterSyntax.png

The Criteria Syntax link is available in View, Add, or Edit mode.

Click the link to open the Criteria Syntax flyout to see the syntax.

 

Mass Import Template for Fuel & Oil

A template has been added to the Mass Import tool for Fuel & Oil.

The Mass Import module is available for System Administrators to import new data or update existing data.

 

Signature Feature Added to Key Adjustments

Path: Material > Key Management > Key Adjustments

You now have the option to add a hand-written signature to Key Adjustment transactions.

Signature_Entry flyout.png

The signature can only be added in Add mode and cannot be edited or altered.

For an adjustment that qualifies, use the Btn_Signature.png Signature button for each line item or Signature on the Action menu.

Other modules that qualify for signature will be available in the next release.

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