Work Order Simple Report with Bar Code
Path: Transactions > Work Order > Records-Action Menu
A new Simple Work Order report is now available for selection – Simple Work Order with Bar Code.
You can now choose which Simple Work Order meets your needs.
The barcode is displayed in the upper left corner of the report.
This is an October Voice of the Customer enhancement. We would like to thank Southern Illinois University-Carbondale for submitting this suggestion. 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
Notification & Escalation Enhancement
Path: Admin > Notification & Escalation
A WO Charge field has been added to the Notification & Escalation window. Use of this field allows you to filter for Work Orders you want to close.
The field is visible when you choose a Transaction Type of Work Order. Use it to determine the Work Orders you want to close. You can use this field without marking the Close Work Order check box.
By default, the All option is selected but you can also select Chargeable Only and Non-Chargeable Only.
This is an October Voice of the Customer enhancement. We would like to thank the University of Missouri–Columbia for submitting this suggestion. 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.
Notification & Escalation Field Name Change
The label Escalate to Work Not Done has been changed to Close Work Order; however, the functionality has not changed.
When you mark this check box, it forces the job to expire when a Work Order meets the established criteria. If the Work Order includes labor lines, it is closed. If no labor has been entered, Work Orders are marked as Work Not Done, and the Work Order is closed.
The rules of this window require an entry on the Email Tab for this action to occur – even if no message is needed.
Re-Export for UI
Path: Transactions > Work Order > Records
Path: Transactions > Request > Request Log
Path: Material > On-hand Adjustments
Path: Accounting > Accounts Payable Invoice > Accounts Payable Invoice
When you use UI to export information, you may have times when you need to export an item again. The option to re-export records has been added for those occasions. Several windows now accommodate the action with a Re-Export link on the Action Menu. Select the link to be able to export the record once more.
Look on the Action Menu of the following windows for the new option:
- Work Order (UI for Work Order Export)
- Request Log (UI for Work Requests)
- On-hand Adjustments (Universal Procurement Interface)
- Accounts Payable Invoice (Universal Accounts Payable Invoice)
Material Requests on SRP
Path: Admin > Form Attributes > Service Request Portal
The Cost in Materials Request for the Service Request Portal now includes the full price charged to your customer of the material used.
If you use a markup on Parts, for example, the requestor sees the amount they are charged, which includes the markup.
GI Inspection Check Group Sequencing Added
Path: Organization > General Inspections > Inspection Check Group
Lines in the Inspection Check Group window can now be re-sorted easily.
Previously, the only way to re-order the list was to remove checks and add them back in the desired order.
A new Sequence column indicates the order and can be changed when you click the Edit button for a line, which automatically opens the Inspection Check Group Sequence flyout where you can enter the value of the desired position. The list re-sorts when you save the page.
Any Inspection Form that uses that Group Check is automatically updated with the new order.
NOTE: This new sort order does NOT apply to existing Work Orders that have already received a list. You can see the results for lists on new Work Orders.
Mass Import Now Includes Sub-Types for Locations
Path: Admin > Mass Import / Templates
The Mass Import templates for location windows now accommodate Subtype as well as Type.
The following Templates have the Subtype column:
- Area
- Floor
- Building
- Facility