AccuBuild Version 9.3 Release 05/11/2015. Document Management Speed Performance Improvements

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1 AccuBuild Versin 9.3 Release 05/11/2015 Dcument Management Speed Perfrmance Imprvements The entire dcument management system and security system design was retled which shuld result in majr speed imprvements up t 50 times faster fr flder and dcument brwsing. The Dcuments Tab n each master list (emplyees, clients, vendrs, etc.) will nw respnd immediately as the user selects different recrds n the master list. The Security Settings screen fr user defined dcument flders was redesigned t take advantage f the new security file structure s that security settings are updated immediately withut any slw delay times. MAR Reprts Tree Speed Perfrmance Imprvements MAR Reprts List has been retled t display the reprts tree and navigate much faster thrugh the reprts list. These imprvements in speed will be very nticeable fr cmpanies with lts f users and lts f user and grup reprt security settings. MAR Reprts Security Settings Enhancements and Speed Perfrmance Imprvements MAR Reprt Security Settings screen has been retled t display the reprt security settings tree and navigate much faster thrugh the reprt security list. These imprvements in speed will be very nticeable fr cmpanies with lts f users and lts f user and grup reprt security settings. A new pp-up menu ptin entitled Clear Reprt Security will nw allw user and grup security t be remved frm reprt access fr multiple reprts at a time in the same manner that the Update Reprt Security allws multiple reprts t be assigned t users and grups. With this new ptin, simply select ne r mre reprts and then select the users and/r grups frm the pp up list t remve access (set security) n thse reprts fr the selected users and/r user grups. Previusly, this culd nly be dne fr user r grup at a time. This will make it much faster t remve a user r grup frm reprt access. Client List Enhancements The search cntrl at the tp left side f the client screen will nw be synchrnized with the current client number in rder t eliminate cnfusin when the tw cntrls did nt reference the same client. Prject Management COR Lg Enhancements

2 A new feature was added t the Change Order Request Lg when a lg is clsed as Amended under a new COR Number. The riginal cst breakdwn recrds assciated with the riginal COR that is being amended are updated and linked t the new amended COR Number. In additin, if the cst breakdwn items were already linked t the accunting system, the accunting links will remain in place under the new COR s that any changes t the breakdwn items are carried ver t the accunting system ging frward. When a Change Order Request is clsed and Amended under a new COR Number, the new lg and assciated breakdwn items will be saved and then Prject Management Lg will be refreshed with the new COR Number and the user is returned t the PM Lg instead f immediately pening up the newly revised COR. This ensures that the any f the assciated cst breakdwn recrds that are mved t the new COR Recrd are fully cmmitted n the new COR Number which eliminates any screen caching issues n the COR Cst Breakdwn Screen. A new framewrk was added t the autmatic accunting links ptin in rder t prvide tailred slutins during the linking f Change Order breakdwn recrds t the accunting system. During the linking prcess, a table will be created in the user flder entitled CORItemLinkTAccunting which will cntain a recrd fr each breakdwn item in the prcessed COR entry that is linked t accunting system via the ESTDETL table. This table will cntain 3 fields which can then be accessed thrugh a custm class representing the new framewrk: DetailItemN This field cntains the Item Number in the ESTDETL table where the COR Breakdwn item is linked t. PMID This field cntains the breakdwn item PMID in the PROJMGMT table that the ESTDETL table item is linked t. NewItem This field indicates if this is a new link that was just created during the current prcess. If True then the item was linked during the current prcess, and if False then the item was linked previusly. Nte: Whenever a COR Breakdwn item is linked t the accunting system, a crss reference link is made in bth tables as fllws: PROJMGMT.PMESTDETLITEMNO => ESTDETL.ITEM ESTDETL.PMCORPMID => PROJMGMT.PMID The custm class used t access this new framewrk is class number A new menu item was added t the Accunting Links Buttn entitled Change Billing Phase n Selected Items which allws fr multiple breakdwn items t be updated with a new billing phase. This ptin can be very useful fr changing the COR Billing Phases nce the CORs are apprved fr billing. T use this new feature, yu will first need t select the COR Breakdwn Recrds in the grid as utlined belw:

3 1. Select desired recrds using CTRL-Click with the muse r Shift + Dwn Arrw Keys n the keybard. 2. Click n the Accunting Links Buttn and select the new menu ptin fr changing the Billing Phase. 3. A new Phase drp-dwn cntrl will appear n the screen next t the Accunting Links Buttn select the desired billing phase frm the drp dwn list. Nte: The type f billing phase list will be dictated by the Bill Lkup Check Bx. If this bx is checked, then the current jb billing phases will displayed, therwise the billing phases frm the Phase Master list will be displayed. The COR Breakdwn Screen nw allws fr breakdwn items t be set fr Cst Only, Billing Only, r Bth Cst and Billing amunts. This nw allws yu t zer ut the cst estimate amunt r the billing cntract amunt when entering a price breakdwn recrd. NOTE: Fr linking purpses t the accunting system, yu will still need t have a jb cst phase and a billing phase, but the related estimate amunt r cntract amunt can be set t zer based n the selectin: Cst Only Item Only the Estimated Cst fr the COR Breakdwn Item will have an amunt and the Cntract Billing Amunt is set t zer. Billing Item Only - Only the Cntract Billing Amunt fr the COR Breakdwn Item will have an amunt and the Estimated Cst Amunt is set t zer. Bth This is the default setting fr all COR Breakdwn Recrds and requires bth Estimated Cst amunt and Cntract Billing Amunt n the breakdwn item.

4 Prject Management COR Lg BUG FIXES The system had a prblem with Amended CORs when the new COR had a decimal psitin f.03 and pssibly thers as well. The newly amended COR numbers were nt being updated crrectly and the assciated cst breakdwn items culd nt be edited. This prblem has been crrected. The Cpy Jb ptin was included the riginal accunting links when COR Lg entries were included in the cpy rutine. This rutine has been updated t clear any accunting links if they exist n the newly cpied COR Recrds. The COR Menu Optin t Duplicate Highlighted Change Order Request was updated t make sure that any assciated cst breakdwn entries that are duplicated will be cleared f any accunting links if the accunting links existed in the riginal COR Lg entries. Whenever breakdwn items that are linked t the accunting system were mdified, the infrmatin message which displays the field changes made t the accunting system was shwing duplicate messages. This has been crrected. Jb Cst New Feature fr Cntract Billings A new checkbx has been added t the Cntract Billing screen which allws fr zer cntract amunt items t be hidden n the billing screen fr thse items that are assciated with a billing phase fr reference purpse but d NOT have a cntract amunt. When this ptin is checked, any detail recrd item with a zer cntract amunt will be hidden frm the user n this screen. Nte This checkbx is autmatically unchecked during pstings and any Autmatic calculatins via the Fixed % Cntrl r the Autmatic Billing Items menu buttn. Purchase Orders - Enhancements The Purchase Order Screen has been updated with new cntrls and fields fr handling the unit f measure n nninventry items and tracking dates and times n individual line item fields: Unit f Measure Drp Dwn Cntrl A new cntrl has been added which will nw allw a unit f measure t be added t line items that are NOT linked t inventry parts. Previusly, nly line items with inventry part numbers culd have different types f unit pricing with all nn-inventry items priced as Each. The drp dwn cntrl lists the abbreviatin first and then the full descriptin s that the unit f measure can be lcated much faster nw by typing the abbreviatin. Imprtant Nte: This new cntrl will be disabled if the line item is tied t an inventry part number as inventry pricing MUST fllw the unit f measure pricing frm the inventry list.

5 New Date / Time Fields Three new date fields were added at bttm f the line item screen fr tracking date and time status n PO Line items. Fr example, if a PO was created fr equipment rental, yu culd use the Estimated Date field t enter the scheduled date that the equipment is due fr return r pickup and use the Actual Date fr the sign ff date and time when the equipment is returned. Since these dates are tracked n each line, yu culd have several pieces f equipment with different date/time status. New Cpy Line Buttn A new Cpy Buttn has been added t the PO Items screen which will allw the current selected item t be cpied t a new item number n the same PO. All fields f the existing item will be duplicated int the new line item number and the recrd pinter will be repsitined t the newly created line item. New A/P Retentin Percentage Setting The Purchase Order Screen has a new field fr setting up the default retentin percentage fr A/P Invices. The PO A/P Invice entry screen will nw autmatically set the retentin percentage frm this new field n the purchase rder. Nte: The Edit ptin fr existing Purchase Orders has been mdified t allw this new retentin setting t be updated fr existing Purchase Orders that have histrical transactins. This will allw rders that have been partially inviced t be edited s that the retentin percentages can be autmated ging frward.

6 New Item Grid A new tab was added t the Purchase Order Screen entitled Item Grid which will cntain list f all rder recrds and their assciated transactins recrds (receivers, invices etc.) that will make it easier t lk up transactins and amunts that have been psted against each purchase rder. All recrds relating t the currently selected Order will be displayed and will include a recrd type cde (rectype) and assciated descriptin (rectypedesc) as described belw: 1 = Order Item Line item infrmatin recrd fr the rder. 2 = Payable Invice Payable invice recrds that have been entered against the line item. 3 = Stck Transfer Stck Fulfillment transactin recrds entered against the line item. 4 = Receiver Receiver transactin recrds entered against the line item. The Order Item (type 1) recrds will be highlighted in silver in rder t help them stand ut frm the supprt transactin recrds. The grid cnfiguratin settings will be saved n a user by user basis fr clumn selectins, clumn rder and grupings.

7 A right-click pp-up menu is als available t restre the grid settings. Be sure t clse and re-pen the purchase rder screen t refresh the settings: MAR Jb Cst Reprts Reprt Field Update Updated Reprt Frmulas fr the Prjected Prfit / Lss fields t include any Miscellaneus A/R Invice amunts in the calculatins if the invices are marked t be included in the cntract amunt. The fllwing MAR Library Reprts were updated: Jcrep2db.510 Jb Cst Capsheet Linked Jbs Jcrep02d.506 Jb Cst Capsheet Jb / Phase / Accunt Ttals Jcrep02d.510 Jb Cst Capsheet Jb / Phase / Cntract Ttals Jcrep2d1.511 Jb Cst Transactins Psting Date / Cntract Ttals Jcrep2d1.516 Jb Cst Transactins Trans Date / Cntract Ttals Jcrep2d2.517 Jb Cst Transactins Trans Date / Jb Phase Accunt Ttals BUG FIX AccuBuild Blg Feed The RSS Feed fr the AccuBuild Blg has been retled t wrk with the new AccuBuild Website and the assciated New & Events categry fr the mst recent blg psts. The blg is nw back and enabled t keep all custmers up t date with the latest News and Events frm AccuBuild.