Receipt Cafe

Enter
New Features
  • Docket Editor
    • Saving a docket for a supplier that already has another docket with the same number now informs the user with a clearer error message.
Bug Fixes
  • Docket Editor
    • Saving a committed docket will now also correctly revert individual lines to draft status.
New Features
  • Docket Register
    • A new button has been added to the docket register to download the entire docket register for that project.
New Features
  • Supplier Accruals
    • A new tab is now available in the project context area which will allow for the viewing of the current supplier accruals.
New Features
  • Automated Data Feeds
    • The JDE purchase order detail, agreement master, agreement price master, and agreement item masters are now automatically populated from JDE daily.
    • A manual upload can still be used to override the data in the run configurations for intraday urgent uploads.
New Features
  • Docket Register
    • Added a loading indicator to the dockets register.
Patches
  • Extrack EF Core Upgrade
    • Upgrading to the latest Extrack API
New Features
  • Docket Register
    • Added a date receipted column.
  • My Queue
    • Added 'Area' as a field to assist with sorting.
  • Docket Editor
    • POs that are not for use will be struck out in the selection list.
    • Docket dates are now highlighted if it is a weekend.
    • On commit or saving a docket, if there is insufficient commitment for a line that has been marked as 'Match by PO', then an automatic conversion to 'Match by SOR Item' will be performed.
    • Added a check to ensure that clearing account codes cannot be used.
    • Added a button to skip to the next docket in queue without saving or committing.
    • Account strings are now suggested to the user where appropriate.
Bug Fixes
  • Weekly Change Order Upload
    • Fixed an issue that was preventing the change order from being marked as actioned.
Bug Fixes
  • Docket Editor
    • Fixed an issue with the left-hand pane height making button interaction difficult.
New Features
  • Docket Editor
    • Supplier Remark and Container ID override fields are now available for input. These can be used to override the values that will be entered into the bulk receipt report in the respective columns. If left blank, then the default logic is used.
    • For dockets with some combination of "Timesheet" in the docket number field, the supplier remark and container ID are suggested in the override fields. These can be changed if the algorithm has picked up the fields incorrectly but should handle the majority of variations. [Credit: Katherine Vining]
New Features
  • Supplier Report
    • Dockets can now be marked as externally receipted any time. Changes to the docket will not be saved and the docket lines will be ignored for receipting.
Bug Fixes
  • Docket Entry
    • All characters except digits (0-9) and the decimal point (.) will be discarded from an account number on save.
Bug Fixes
  • Docket Entry
    • Leading or trailing spaces in the account number are discarded on save.
New Features
  • Docket Editor
    • Ability to store and view a cheat sheet on a per project, per supplier basis.
    • Attempting to use or save a clearing account number will result in an error.
Bug Fixes
  • Supplier Report
    • Fields are now correctly filled.
New Features
  • Bulk Receipt
    • Ability to upload the CSV error report from JDE as part of the action process for future use.
Bug Fixes
  • Feedback
    • Fixed an issue with the feedback button covering certain elements.
Changes
  • Bulk Receipts
    • Unactioned bulk receipts are now cancelled at the start of a new run and their docket lines set back to committed so that they can participate in line rellocation.
    • As a result, only one bulk receipt will be presented for action at any given time once a run is performed as historical ones are superceded.
Bug Fixes
  • Supplier Report
    • Fixed an issue where the wrong docket number was being populated.
New Features
  • Feedback
    • New persistent feedback button to contact support.
New Features
  • Weekly Change Orders and Variations
    • The download functionality now instead downloads a zip archive containing the previously generated Excel sheet but also including the supporting docket files.
New Features
  • Docket Register
    • A clear filter button has been added to allow all applied filters to be cleared at once. Filters can still be cleared individually from each table header.
  • Docket Queue
    • Dockets can now be unassigned from the queue page as well as from the docket register.
  • Project Queues
    • Added a new tab in the project context that will allow a user to see (and access the dockets of) the queues of all other users in the project.
Bug Fixes
  • Change Order Report
    • When following the link to a docket from the CO report, if the user is prompted to login the page should now automatically redirect to the docket after login.
  • Self Approving Change Orders
    • Self Approving Change Orders will no longer be generated for more than the remaining commitment.
  • Queues
    • Fixed an issue where the date of the docket being added to the queue was not tracking properly (for aging purposes).
New Features
  • Supplier Report
    • A .xlsx report of all receipted docket lines for a given supplier and date range can now be generated. This can be accessed via the 'Supplier Receipted Lines' tab.
  • General
    • A copy button is now available next to the PO numbers on the Self-Approving Change Order, Change Order and Variation screens
Bug Fixes
  • Change Order Report
    • Fixed issue where merged cells in the CO template were preventing copy + paste into JDEGS
    • The rate field is now automatically populated on the SACO report
New Features
  • Receipting Wizard
    • Bulk receipts and change orders will no longer be generated on the nightly runs - a manual run must be initiated for these to be generated by the system.
  • Docket Editor
    • Added support for additional comment fields.
    • Added a new button on the top right to open a viewer for that specific docket. This will always open a new window (unlike the queue viewer, which will always replace any existing queue viewer windows), will remain static even when navigating to a different docket after saving or committing, and will work even if the docket is not part of your queue.
    • A purchase order with more than 950 lines will display with a strike-through effect in the dropdown selector.
  • Docket Register
    • When a sort and/or filter is applied to the docket register, this will now be saved and applied the next time the user returns to the docket register. This is applied per project.
Bug Fixes
  • Docket Editor
    • Fixed an issue where new lines were being added with the line type 'Plant' instead of match type 'Description' when using the 'Add' button to add a new line to an empty docket.
    • Adding a new line to a docket where the previous line was also a labour line should correctly carry the match type forward in addition to the other fields.
  • Docket Register
    • Fixed issue where 'Select All' checkbox selected all items in the table with filter applied. Will now select only filtered items.
New Features
  • Receipting Wizard
    • The automation logic will now set aside unactioned bulk receipt quantities to avoid double spending against line items in the case where the purchase order details file has not been updated after a bulk receipt in JDE is performed.
New Features
  • General
    • Committed dockets that have been retrospectively marked with a different status will have their lines reverted to draft.
New Features
  • Bulk Receipts
    • Support for RCTI supplier agreements.
Bug Fixes
  • Bulk Receipt
    • Fixed issue with copy button not working.
New Features
  • Self-Approving/Weekly Change Orders
    • Enabled Google Chrome password management on login screen
  • Docket Register/Queue
    • Top navigation bar and buttons are now frozen to the top of the page
  • Login
    • Enabled Google Chrome password management on login screen
  • Docket Register/Queue
    • Labour and plant lines where the start time is before the end time is assumed to have the end time refer to the next day (eg. 8PM - 3AM is assumed to be 8PM on the first day and 3AM on the second day for the calculation).
New Features
  • Docket Register
    • Added a new button to view a docket without assigning it to your queue.
    Queue
    • You can now save a new sort order for your queue.
    • Drag and drop is enabled for the queue table to move dockets around.
Bug Fixes
  • Bulk Receipts
    • Fixed an issue where the content that is copied into the clipboard could not be pasted into JDE directly.
    Self-Approving Change Orders
    • Fixed an issue where the content that is copied into the clipboard could not be pasted into JDE directly.
    Receipting Wizard
    • Change order (self-approving, weekly, and variation) lines are now grouped and summarized to reduce line count.
 Initial release.