Batch Finish Added to WO Browse Window
Path: Admin > User Management > Records / Preferences Tab
Path: Transactions > Work Order > WO Browse
The WO Browse window now includes a Finish Selected button to batch update selected records as finished if a new User Preference is granted.
To see the button, first grant the Preference for your Users or Groups. If you are testing the feature on your own login, be sure to log out and log in again to see the new button.
The Finish Selected button behaves in the same way as the Close Selected button. Mark the check boxes of the desired records, click the Finish Selected button, choose OK, and select the date/time.
This is the April Voice of the Customer enhancement. We would like to thank Brent Critchley from Greece Central School District. His suggestion was added to the Election for Direction at the User Conference. Thank you to those attendees who also asked for this enhancement. We saw an opportunity to redevelop the page to be more user-friendly in all areas. WebTMA has evolved into the solution it is largely through great feedback and suggestions provided by our clients.
UFI Account Segments Expanded to 15
Path: Accounting > Universal Financial > UFI Segment
Path: Accounting > Accounts
If you use the Universal Financial module, UFI Segments have been increased from 9 to 15.
For imports, an error message alerts you if there are more than 15 segments in the account number.
The import fails and the log file shows “Maximum Account Segments Exceeded” with the offending Account number.
This change supports integration with the Workday application.
UFI Template Setup Has Additional Columns
Path: Accounting > Universal Financial > UFI Setup
Path: Accounting > Universal Financial > UFI Template Setup
If the Application field on the UFI Setup window is Workday Financials, the UFI Template Setup window includes separate Debit and Credit lines and columns.
You now have the option to use two columns rather than a single Debit/Credit column. The separate lines can be used depending on how your ERP handles debits and credits.
This change also supports integration with the Workday application.
'Require Failure Code to Close' on Task Window
Path: Organization > Task > Records / Identity Tab
The Tasks / Identity Tab now has a Require Failure Code to Close check box.
This feature makes sure that the Failure Code is always indicated.
By marking the new check box, you can assure that Work Orders that require Failure Codes always have them before the Work Order can be closed.
This applies to in-application records and is not currently available in mobile devices; however, it will be enhanced at a later date.
New Work Order Field: Last Sensor Notification
Path: Transactions > Work Order > Records / Identity Tab – More Information
Work Orders generated through the Smart Business Integration module show this field to indicate the last time an alert was sent from the sensor regarding a failure issue.
Since the outside software continues to send frequent alerts after the Work Order has been created, the date and time in this field assures you that the alert has been received and is still an active problem.
The field is only visible if the read-only Source System is one of the IoT sources.
Service Request Portal Access Notification
Applies to both Service Request and Material Request
Both the Service Request and Material Request Forms for the Service Request Portal have an indicator to show the type of access used.
The text of the button changes based on selected access.
Click the button to choose a different access.