06.23.06-00

Improvements

1. View Pool Transfer Status and Details in Order Prep window. (R2-20462)

   With this enhancement, R2 will now show the Status as Reserved*, if the lines are transferred from other site of the Pool on E-Pool Ops Order(Pool Transfer) and tool tip show same as that it shows on the Order edit in Accounts when you click on the Status column.

   For more information click here

2. Add, View, and Update resource's Contact No and E-mail in the Labor planning window. (R2-20485)  

   While doing resource planning, the Project Manager (PM) might want to have the resource's contact information handy.

   So, through this enhancement we have added 'Mobile Number' and 'E-mail' of the Resource who has been assigned on the Planning Order Booking line from Accounts > Order > Planning Order window.

   Now, the PM doesn't need to use R2Labor to fetch the same information.

   For more information click here

3. Send reminders to PO Approvers, about pending actions at their end. (R2-20708)

   From the perspective of the person who has raised some Purchase Orders, one or more of such PO that is probably stuck between two approval levels, or even the last approval levels, can be a really painful wait.

   At such situation they would prefer to manually or directly reach out to each of the approvers to expedite the approval process.

   Through this enhancement PO Owners can now send reminders to the approvers with whom the PO may be waiting for approval just in case they have either forgotten to check the task.

   At this time the system would also send a reminder/notification to the delegate of the PO Approver, if it is assigned.

   Click here to see how this feature works.

4. Changing the 'Department' on a PO, would push it for Re-release. (R2-20772)

   From this release onwards, whenever the 'Department' on a PO is modified and PO is saved, it would ask for re-releasing/save as new/abandon the changes, so that it goes through the new approval cycle as per the policies applicable for the 'modified department'.

   An option to enable/disable whether or not R2 would enforce the PO to go through the approval cycle again on modifying department, has been added in the Configuration Module.

   Only those customers who have has policies different for different Departments can compulsively make the PO to go through the approval cycle again.

• Taking the PO status to New should archive the earlier approval levels and set the PO status to New.

• Taking the PO re-release should archive the earlier approval levels and pull the new approval levels as per modified department and set PO status to Pending Approval and send E-mail notifications for approvals accordingly.

• Abandon the changes should revert the department change.

Read About Re-releasing a PO here.

5. Viewing Timesheet Info from R2 Order. (R2-20791 / R2-20486)

   The 'Booking Line details from Labor Planning' window or 'Labor Conflict Window' accessed through the Thunderbolt Icon now display the 'Timesheet Information for all Labor Lines on the Order'.

   Until now, the Timesheets for Crew belonging to Labor Lines on an Order, are added from Planning Order and Labor Planning Module in R2Labor. And thus, viewing them needs switching between Accounts Module in R2 and R2Labor.

   Well, we have reduced this inter-dependence. Now, the timesheets created in R2Labor can be viewed from within R2 itself.

   Read Here

6. Custom script to update cost for all the Orders created after a specific date. (R2-20474)

   After upgrade to a recent version of R2, the system updated the Order Cost for all 'Done Orders' created 6 months earlier from the upgraded date + 'All open Orders'.

   Through this enhancement we have delivered - A script to update the remaining orders which are created since - January 1, 2018.

   This change will not affect any of the modifications done to any of the orders already updated during the version upgrade.

Bug Fixes

• SR-12511 — While adding a template within another template, Maintenance Module does not list any Non-searchable templates.

• SR-13779 — While printing an Invoice using Panel ID 992218 - The formatting alignment of the description text is not correct, if the text is longer than one line.

• SR-13925 — EUV does not get generate correctly when checked from the Order's line grid.

• SR-14277 — While creating a 'Site Policy' in R2, it incorrectly creates another entry with Site name as 'Hotel'.

• SR-14542 — If the SWO is Cancelled, the tagged 'Category' gets deleted and removed from all other Orders it was added to.

• SR-14589 — Intermittent and random users were not able to get R2 to render the EUV screen correctly.

• SR-14785 — R2 does not allow to 'Post an Invoice' if a Non-Serial item was added from a E-Pool Site via Force Reserve.

• SR-14852 — R2 allows user to create Reservation/ Billing order for customers even though customer privilege is restricted to Quote

• SR-15153 — While using Data Conversion to update Item, the QC does not get Tagged for the Item when a Maintenance Group is updated.

• SR-15211 — The "include" filters does not work in Service Module, and ignores any selection applied to display, the list of SWO in the search result.

1. New column added to the REP_CREWSCHEDULEDETAILCOMMVIEW. (R2-20666)

   The R2 Labor > Booking Line EWT Task Description column is now added to the REP_CREWSCHEDULEDETAILCOMMVIEW.

Bug Fixes

• SR-12933 — The ability to invite customers to the customer portal does not exist within the new R2 Labor UI.

Now, you can use a custom script provided in the sqlsCustomeScripts folder.

All you need to do is - Provide the E-mail ids of 'Customer contacts' in the .CSV file.