Batch PM Update Supports New Recurrence Rules
Path: Admin > Batch PM Update
The new PM Recurring Pattern that uses the industry standard RRule has been extended to the Batch PM Update window.
As a reminder, the new calendar scheduling rules apply to Fixed PMs. The previous rules apply to Floating PMs.
All desired check boxes must be marked to save changes.
If you have not completed all required fields for the new scheduling rules, an alert notifies you that, “Next PM Date, Interval, and Frequency are required.”
Map Action Requested and Comments in Service Request Portal (SRP)
Path: Admin > Form Attributes > Service Request Portal
Contents of the Custom Text Field block (found in the Custom Affixed section of the Service Request Form) can be mapped to certain other fields. This allows you to append the contents to the mapped field.
When you edit your Custom Text Field, you can specify whether to affix the field values to the Action Requested or Additional Comments fields in your Form.
Field values are concatenated in the Action Requested or Comments fields.
Frequently, this is information that does not show on the Work Order but is needed by a Technician.
Source Field Added to Work Order
Path: Transactions > Work Order > Records
A new System Source field has been added to the Work Order window.
Work Orders created by copying a Work Order now display "WO Copy" as the source in this new field and requestor details (name, phone, and email) are cleared on the copied work order
The first source available in this field is WO Copy; however, the source of some generated work orders, such as Failure Code, will be added in the future.
Look to the More Information section for the read-only System Source field.
The Work Order Source ID can be queried, found in reports, and is accessible in DDBC.
NOTE: When a new Work Order is created, this field remains blank by default.
Source Field Added to Notification & Escalation
Path: Admin > Notification & Escalation
The new Work Order Source concept is also applied in the Notification & Escalation window.
In the General Information section, look for the Source field. This is another optional rule for filtering work orders.
Currently, the Source field drop-down is available for IoT records and Work Order Copy. Failure Code will be available in the future.
Like the Work Order System Source field, the Work Order Source ID can be queried, found in reports, and is accessible in DDBC for Notification & Escalation.
UPI - AP Payment Import Column Added
Path: Admin > Universal Interface
If you use the Universal Procurement Interface to import AP Payments into WebTMA 7, you can specify line-item payments in the Mappings Grid.
The columns include:
• Payment Amount (from line-item)
• Amount (from header)
Both are listed by default in the Mappings Grid.
Column Added to UPI - AP Invoice Export
Path: Admin > Universal Interface
If you use the Universal Procurement Interface to export AP Invoices from WebTMA 7, you have a new Column selection.
An Extended Cost column has been added to the WebTMA Column selection drop-down list.
Use this field to map to your Remote Column.
API Platform - PO and PR Linked Document Endpoints
Linked Document API endpoints are now available to export documents to your accounting system.
These are read-only documents that are attached to Purchase Orders and Purchase Requisitions.
You can transfer a read-only Linked Document that is attached to a Purchase Order or Purchase Requisition using the Swagger API Platform.
These new APIs are fully described in our Swagger documentation.