Release 5.8.1.0 - July 2022

The 5.8.1.0 release included the following:

Feature Description Hyper-link
Advanced Helpdesk - Schedule Of Rates sub navigation
  • Schedule Of Rates grid changes:
    • Column filters have been enabled
    • Query filter has been enabled
    • A show history toggle button has been added
  • The Task Schedule Of Rates input panel has been updated with the following changes:
    • The section titles have been removed
    • New fields have been added:
      • Task Discipline
      • Location Type
      • Other Ref
      • Minimum Quantity
      • Sale Price
    • Certain field labels have been made hyperlinks to open the selected record directly:
      • Task Category

      • Task Discipline

      • Location Type

      • SOR Category

      • SOR Sub Category

      • SOR

    • A new Unit Type Tick Box option has been added - Required / Not Required:
      • Displayed as a Tick Box when selected

      • Ticked by default
      • When ticked, the Quantity is set to be the Default Quantity defined in the selected Schedule Of Rate record

      • All calculations are based on costs x Quantity (i.e. the Default Quantity of the associated Schedule Of Rate)

      • When unchecked set Quantity as 0

Advanced Helpdesk - Schedule Of Rates
Advanced Helpdesk - Events sub navigation The logic that determines the appropriate date field used for displaying Actual Events in the Timeline control has been updated. Advanced Helpdesk - Events
Schedule Of Rates landing page links

The Settings > Contracts landing page links, relevant to the management of Schedules of Rates, have been duplicated so that they also appear on the Settings > Finance landing page:

  • Schedule Of Rates Category
  • Schedule Of Rates Sub Category
  • Master Schedule Of Rates Groups
  • Master Rates Cost Matrix
Finance Landing Page
Master Schedule Of Rates Groups

The following changes related to Master Schedule Of Rates have been made:

  • The Translation Strings for Schedule Of Rates Master Groups have been updated throughout MRI Evolution to be:
    • Singular: Master Schedule Of Rates Group
    • Plural: Master Schedule Of Rates Groups
  • A State Model with the following States has been added:
    • Active
    • Suspended
    • History
  • The Master Rate Item grid has been updated with the following changes:
    • The Delete toolbar button has been replaced with a Status Change button group to manage the state transitions of the new Schedule Of Rates state model

    • Search and Query functions have been enabled in the grid, as well as column filters

    • A Show Historic toggle button has been added in order to show or hide Master Rate Item records with a status of History
  • The Master Rate Item input panel has been updated with the following changes:
    • State Toolbar buttons to manage the State transitions
    • State Indicator has been added to the page header
    • A Copy toolbar button has been added to allow users to make copies of the Master Rate Item
    • The page has been made into two tabs:
      • Details
      • Description
    • A new enum option, Required / Not Required, has been added for the Unit Type field
    • An auto-complete field to select a Discipline has been added
    • An auto-complete field to select a Location Type has been added
    • A decimal field to set a Sale Price has been added
    • A whole number field to set a Minimum Quantity has been added
    • A whole number field to set a Default Quantity has been added
    • A new text field for the User Friendly Description of the Rate Item has been added
    • Certain field labels have been made hyperlinks to open the selected record directly:
      • Master SOR Group
      • Task Category
      • SOR Category
      • SOR Sub Category
    • The Schedule Of Rates sub navigation has been updated as follows:
      • Renamed Contract Rates
      • New toolbar buttons have been added:
        • Assign
          • The Assign button will not be visible if the status of the current Schedule Of Rate record is History
          • Add toolbar functionality to make it possible to assign this rate item to Contracts which will create ScheduleOfRates items

          • Assignment control will list Contracts (subject to user contract views)

          • Only Contracts with a CTR_END_DATE date in the future should be shown

          • Left/Right pane of Contracts will be based on existing ScheduleOfRates for the current ScheduleOfRatesMasters

          • If ScheduleOfRates already exists for the Contract show on Right

          • If ScheduleOfRates does not exist for Contract show on left

          • Assignment should create a new ScheduleOfRates for the Contract

          • Unassignment should change the State to History

        • State change button group
      • The Schedule Of Rate records to be opened and edited directly from the grid
      • Column filters have been enabled in the grid
      • Search and Query filters have been enabled in the grid
      • A Show History toggle button has been added to the grid
Master Schedule Of Rates Groups
Contracts
  • Schedule Of Rates grid changes:
    • Column filters have been enabled
    • Query filter has been enabled
    • A show history toggle button has been added
    • New Status toolbar button group to manage the States of the Schedule Of Rate records
    • The updated Schedule Of Rates input panel is opened from the grid
Contracts - Schedule Of Rates
Locations

A new sub navigation page entitled Stock Resources has been added to the Locations input panel.

The Stock Resources sub navigation contains a grid of Resources that have been assigned to the current Location.

The assignment of Resources to Stock Locations is used in Evolution Go activities as a short cut to quickly see the Stock levels in the Stock Locations associated with their Resource record.

The sub navigation will not be displayed unless:

  • both Stock and Evolution Go are licenced

  • the current Location has been defined as a Stock Location

Locations - Stock Resources

Resources

A new Sub Navigation page entitled Stock Locations has been added to the Resources input panel.

The Stock Resources sub navigation contains a grid of Locations that the current Resource has been assigned to.

The assignment of Resources to Stock Locations is used in Evolution Go activities as a short cut to quickly see the Stock levels in the Stock Locations associated with their Resource record.

The sub navigation will not be displayed unless:

Resources - Stock Locations