Sicon Projects v22.1

Important Info

[#12854] Downgraded the minimum required version reference to Newtonsoft.Json.dll to 11.0.2 (Newtonsoft.Json.dll is no longer deployed by the Sicon Common Components addon package. Instead, whichever version of the Newtonsoft.Json.dll assembly that is installed with Sage 200 is used)

New Features

[#12788] Added new flag on PostPOPInvoiceWithProjects WebAPI Endpoint for ‘UseOrderExchangeRate’ giving options true/false (default false).

Issues Resolved

[#12704] Fixed issue where the ‘Activity Feed Tab’ setting was not saving properly.
[#12642] Corrected display of figures on Project Totals Tab due to Customer or Supplier filters.
[#12751] Fixed issue where disputed invoices were retaining the wrong VAT amount.
[#12693] When authorising an invoice from POP and not changing or using the same project it should appear on the project correctly including the authorised project posting.
[#5099] Resolved error when default projects have a leading space in the project number.

Date applied: January 15, 2025

221.0.52

New Features

Added checks to project enquiry drill down and right click context menu options to view an order for a project transaction to see if they exist and suggest they have been deleted or archived if they have not been found.
Added validation to ‘Date’ to error when posting a Rapid Stock Issue Line when the Date field is empty.

Issues Resolved

Fix to exclude ‘SOPALLOC’ transactions from attempting to find a transaction history when creating a new Project Transaction.
NL vatable payments and receipts should now work with currency if using a foreign currency bank account.
Fixed ‘Object Reference’ error when a project is not entered and clicking anywhere else on the screen rapid stock issue.
Improved speed on nominal reconciliation for SL transactions when checking if nominal is suspense | also changed in other areas that did similar checks.
Fixed ‘The tax goods analysis total does not match transaction net value’ error on PL import with projects where using multiple tax codes.
Fixed issue on vatable nominal transactions with the tax code duplicating on rows if clicking the vat code cell on different rows.
Fixed issue on POP invoices not deducting price difference if there is a price difference and prices are set on GRN by sage POP settings.
Improved speed of updating multiple sales orders in despatch screen by reducing the amount of times it will loop.
Fixed ‘Object Reference’ error on Nominal prepayment and accrual screens when clicking close then clicking ‘Yes’ to the message asking if you want to save the entry.
Fixed cancellation prompt on plant hire order if reducing the duration.

Date applied: January 2, 2025

221.0.51

Fixed double sorting issue on plant timesheets causing an error when loading hired in plant order.
Fixed calculation issue on Nominal vatable transactions when changing the tax code on a line.
Fixed correct periods not set on reversing journals.
Fixed issue where the Rapid Stock Issue Stock Item Lookup allowed inactive stock items to be selected.
Fixed issue with narrative not being defaulted on adding new lines onto a NL payment or receipt.
Fixed ‘Error: You can’t change the item description as the line has already been partially invoiced.’ when amending a hired in plant order that is partially invoiced.
Fixed ‘Object reference’ error when updating waiting postings and a transaction does not have a nominal reference.
Fixed issue with rates not importing for plant.
Fixed ‘Object reference’ error that appears when removing a budget without selecting it.
Fixed issue on rebalance on POP lines that have been GRNd but then amended to remove the GRN. Rebalance would then set the curent values as null.
Fixed the Project Number being reverted to the ProjectID when typing then saving immediately on the Project Lookup.
Extended timesheet notes size in projects labour and plant view objects from 255 to 4000 to fix ‘Cannot set the value of the field..’ error in project enquiry.
Added missing Project label when editing a Rapid Stock Issue Line.
Fixed calculation issue on Nominal vatable transactions when changing the tax code on a line | fixed issues found in testing.
Stopped project headers being selected on rapid stock issue that have been set to be unavailable on the Project.

Date applied: December 11, 2024

221.0.50

Issues Resolved Important

New Features

Added new upgrade routine to clear any duplicate SiJcTrnNominalRec records automatically on starting sage.
Duedate on PL import with projects is nolonger mandatory and will use suppliers payment terms if left blank.

Issues Resolved

Fixed reconciliation error on invoices if no reference is added on original invoice and is then corrected.
Improved loading views for project enquiry and also changed tabs to lazy loading so it doesnt load everything at once.
When despatching a POP return it should now prompt to return any issued stock before processing to free up stock.
Fixed issue where Project selection when issuing/returning stock can bypass PSA selection.
Fix for duplicate ‘WOP-COS’ postings being made when a works order is linked to a project. | This gets called from the current integration not the new project works order integration.
Fixed ‘Object not set’ error when opening Project Management Enquiry for a project.
Moved some code to create project transactions for timesheet lines. This makes code available to SFDC to post the project transaction when a project activity or operation is completed in SFDC.
Fixed issue with projects not completing and instead setting to 99.99%.
Fixed error on project enquiry if filtering by supplier or customer.
Fixed issue where tax was being added together per line if both Tax Rate Number and Tax Amount On line are both present.
When correcting a SOP/POP invoice and changing both the value and the project then it will now also update any linked SIJCTRN records with the same order line ID.

Date applied: November 27, 2024

221.0.49

Important Info

Update companies required.

Issues Resolved

Fixed CostRateValue override on CreateLabour webAPI end point.
Optimised SiconJCSOPOrderReturnView to run faster when searching on ‘Sales order list (with Projects)’ in sage.
When doing a stock return linked to a project it should not store the cost for the next return made while the screen is still open.
Labour enquiry views for week and period should have the employee identifier included in the description.
Fix the dashboard display config not working correctly when add same panel in different dashboard.
Added a new method to fetch only ‘WOP-COS’ transactions and corrected the logic for updating an existing ‘COS’ posting that is linked to a works order.
Fixed display of retention write offs from construction applications on the project enquiry totals tab.
Fixed error displayed when the default project has not been entered in Project Settings and entering an invoice through the invoice module.
Transaction Editor will now reset the IsPOPVariance flag on POPInvoice transactions if the header POP transaction was on N/A but changed to another project.
Fixed rounding issue on goods and VAT when setting the gross value on a nominal vatable payment or receipt.

Date applied: November 13, 2024

221.0.82

Fixed issue where the invoice doesn’t reconcile to projects when the SO is assigned to N/A project.
When Auto Issuing a traceable stock item that have a unit of measure multiplier, It should set the correct required quantity for the traceable movements and also have the correct unit value on the project enquiry.
Fixed issue with variances not being created for API method PostInvoice in PostPOPInvoiceCoordinator.

Date applied: October 30, 2024

221.0.48

Transaction Codes now enabled on Non-vatable receipts/payments and Vatable receipts/payments.
Fixed issue where the invoice doesn’t reconcile to projects when the SO is assigned to N/A project.
When Auto Issuing a traceable stock item that have a unit of measure multiplier, It should set the correct required quantity for the traceable movements and also have the correct unit value on the project enquiry.
Performance changes made to saving a sales order.
Limited project number to 50 in projects import.
Fixed calculations when changing gross, goods or tax values on a vatable payment or receipt.
Fixed issue with variances not being created for API method PostInvoice in PostPOPInvoiceCoordinator.

Date applied: October 30, 2024

221.0.47

Fixed error ‘String does not contain a definition for narrative’ on sales ledger invoices when saving then creating a second invoice after selecting the customer.
CreateLabour Webapi endpoint will now get project excluding deleted projects.
Added group validation to PL and SL imports to check discount value isnt higher than the sum of nominals.
Changed calculation of margin on the operation to be (revenue-cost)/revenue.
Resolved an issue where project levels were not displayed correctly when using Build Project Levels.
When ‘Use Document date for SOP transactions’ setting is unticked, the promised date is used as the transaction date on SOP Orders.
When completing an activity and then deleting it, Percentage Complete now updates on Project.

Date applied: October 16, 2024

221.0.46

New Features

Added percentage complete to label on the activity scheduler.
Added activity scheduler feature.

Issues Resolved

Fixed potential timeout issue on approving purchase ledger invoices.
Fix data model not found issue on Legacy reports using SiJCEnquiryAllByInvoiceView.
Added a check if the invoice reference is unique against the supplier and invoice date to show separate transaction lines in the Sicon Projects tab on the Supplier Transaction Enquiry.

Date applied: October 2, 2024

221.0.45

New Features

Removed Start Stop timer from Timesheets Tab on Scheduled Operations.
Added new web API endpoint to get projects for a customer.
Added ‘Gross’ column on projects tab list if processing Nominal vatable payments or receipts.
Removed Regex character validation on new and amending project level codes.

Issues Resolved

When authorising an Invoice the nominal should have the ID tag of the original project transaction unless making an amendment. The N/A posting should remain a ghost posting. Also fixed issues with Quantity and project levels if coming from POP.
Fixed Reversals and correction postings for supplier transactions that have projects authorisation postings. (Will only work with transactions created going forwards, previous transactions will need to be corrected manually).
Fixed Hot keys to work as expected when pulling through project details.

Date applied: September 18, 2024

221.0.44

Performance improvements made to exporting plant timesheets.
Optimised the hired in plant multi project view to use static totals rather than calculating on the fly. A routine will need to be run to populate existing data.
Fixed issue with Authorised transactions not having POP IDs associated if applicable causing the project enquiry to be out. (SQL script needed to fix existing data).

Date applied: September 4, 2024

221.0.43

Included code changes for Sicon Document Automation Integration with projects.

Date applied: September 4, 2024

221.0.42

New Features

Added warning to the ‘Use Batch Postings’ tickbox when creating or amending Nominal Accounts to warn users it is not able to match each line to the nominal as it is.

Issues Resolved

Fixed ‘Object not set…’ error when clicking on stock item lookup on a planned purchase (not selecting anything), then changing to a free text item.
Corrected the validation for payroll reference when using as an employee identifier on the employee timesheet and rate imports.
Fixed issue with part posting a planned purchase and the wrong quantities showing on the project enquiry.
Fixed issue where the committed quantity is not updated when printing the SOP return credit note.
Changes made to DocumentReference update on POP save to reduce deadlocks.
Changed all SiJcTrn collection reads to be in no lock isolation.
Fixed quantity issues when printing SOP orders and returns. It should set the SIJCTRN quantities to be actual including on the SOP Despatch and received transactions.
Fixed error when adding and removing operations through Project Management.
Added clear to active locks on ‘POP_AmendPurchaseOrderDetailsForm’ on posting planned purchases and closing the amend purchase order screen.
Added validation to only accept characters (a-z,A-Z,0-9,&,.,#, ,-,()) when creating, amending and importing phase, stage and activity.
Fixed object reference error when clicking ‘Amend Invoice’ in the Invoicing module.

Date applied: August 21, 2024

221.0.41

New Features

Added new column ‘DocumentCount’ to SiJctrn and relating Enquiry views. (For future use with Sicon Documents).
Column widths have been adjusted on Projects tab (used on Invoices etc) to fit in larger Nominal codes and name.

Issues Resolved

Project enquiry quantities should be correct for POP transactions after invoicing if using Enhancement pack feature for POP staged accrual postings.
Added more nolocks to SQL views used to get exchange rates.
Fixed issue with non dispatchable Sales order lines showing no actual value after printing until actually posted.
When adding a Sales Order line to a despatched Sales Order, existing lines show actual values only on the Project Enquiry.
Truncated Stock Item Text to 255 characters when approving POP invoices.
Fixed amend on Phase, Stage and Activity to save without error about duplicates.

Date applied: August 7, 2024

221.0.40

New Features

Project Manager List now sorts by first and last name on the Amend Project screen.

Issues Resolved

Used message flag passed by Common to decide nominal override on Enhancement pack Sales order import.
Removed list expand method on project level maintenance on a project causing an object reference error.
Added validation to phase, stage, and activity names to prevent duplicates.
Added uncommitted reading to fetching collections of SIJCTRN in ProjectTransactionsFactory.
Added full list refresh on removing Project level items from the list on a project.

Date applied: July 24, 2024

221.0.39

New Features

Nominal Vatable and non vatable transaction will now use the Sicon projects tab to enter project analysis and nominal detail.
Changed Plant timesheet import to new layout.
Added Setting to enable spell checker on projects screens.

Issues Resolved

Unit Cost and Unit Selling price now save against the Operation Header.
Changed TRIM to RTRIM on stock item text to stop error ‘Running 3rd party scripts’.
SQL optimisation added to SiconJCPOPOrderReturnView and SiconMultiJobHireView.

Date applied: July 10, 2024

221.0.38

New Features

Authorising PL Invoices will now post reversals and nominal linked new postings into projects which match up to periods when authorised.

Issues Resolved

Fixed error when pressing sort on Stock Item column header in Stock tab on Project Enquiry.
Fixed issue with COS not clearing actuals and creating adjustments for them. Also changed to set date on COS to match the SOP project transaction.
Fixed ‘Divide by zero error encountered’ error when opening the Project Enquiry if the exchange rate is equal to zero.
POP Accruals from Sicon Enhancement pack should not clear the quantities on the POP transaction in project enquiry.
‘ADJ’ postings should be created if not already for Cost of sales when invoicing a sales order. COS will cleared as they are despatched.
Maintain Employee Rates and Project Rates now holds 5 decimal places.
Fixed text limit error on StockItemText when exporting all cost to excel.
Payroll extract extracts to 4 decimal places.
Update project transaction periods will now also update the Period start and end dates.
Correct Period detail should be applied to transactions linked to a nominal.
Added code to reset SQL version number on launch so we dont hit sages 255 version number limit.
Stock Transfer to Project now setting the correct Phase and Stage and Activity.

Date applied: June 26, 2024

221.0.37

‘Add’, ‘Edit’ and ‘Delete’ buttons now work under Schedule Operations Tab on Maintain Operation Header screen.
Added some SQL indexes to help speed up sorting of enquiry list data.
PLRet-WriteOff’s should display on all costs view and enquiry.
Changed master.dbo.sysdatabases to sys.databases to stop error ‘Reference to database and/or server name in ‘master.dbo.sysdatabases’ is not supported in this version of SQL Server.’
Update waiting postings will now update periods on project transactions to match the linked nominal posting.

Date applied: June 12, 2024

221.0.36

New Features

Changed Projects settings screen to use Architecture settings base form.
Added ability to put day and week notes on the Timesheets Import.
Added warning message in SQL script if compatibility level is lower that 2012.
Quantity now restricted to 5 decimal places on rapid stock issues.

Issues Resolved

Fixed issue with employee name missing in description of labour transactions in maintain billed transactions screen.
Correcting an Invoice or Credit Note should populate the Nominal detail on the project transaction for the reverse Credit Note or Invoice transaction.

Date applied: May 22, 2024

221.0.35

Important Info

Update companies required.

New Features

Exclude Leavers filter added to Maintain Employee Rates screen.
Added new filters and columns to Manage Operation Materials screen.
Added Supplier name to Hired In Plant tab on Project Enquiry and Hired In Items List.

Issues Resolved

Performance changes made to project enquiry to help stop out of memory exceptions when loading large projects. Paging added to Stock, Labour, Plant and expenditure tabs. SQL views optimised.
Fixed issue with copy above hotkeys and checking for duplicates changing the project number and header to row above on Rapid PL Invoice screen.
SOP Proforma document no. should now populate on project transaction in the enquiry and clear committed on SOP quote when converting SOP Quote to Proforma to Order.
Added ‘Amend Operation’ back to All Operation Headers List.
Fixed issue with ID displaying instead of Project Number in stock history when using rapid stock issue.
Made changes to PostPOPInvoiceCoordinator to handle aditional charge lines.
Fixed Character limit error on project enquiry relating to a large project activity name.

Date applied: May 8, 2024

221.0.34

Important Info

Dev Express version updated to 23.2.

New Features

Project Import now compatible with Auto Numbering Next Project setting.
Post POP Invoice coordinator can now take in GRN numbers to help split quantities to be invoiced.
GetPurchaseInvoices Will now return any applicable Project analysis for nominals (Core WebAPI method).
Added filters and new columns to Manage Operation Materials screen.

Issues Resolved

Project Number should show in stock history reference field instead of ID.
Project Enquiry To and From Period Filters should work correctly.
Even when using Query flag on Invoices and Credit Notes in Import, Project transaction should now linked to Nominal.
PostPOPInvoiceWithProjects WebAPI endpoint corrected to show the quantity on project instead of just ‘1’.
Fixed project error on posting rapid stock issue.
Customer and Supplier account now being populated on Project Enquiry when using Import Transactions.

Date applied: May 1, 2024

221.0.33

Traceable stock on operations will now work with sage stock settings to pick traceable items on despatch/Issue.
Fixed Project header could not be found error when on hired in plant import when adding PO lines to existing purchase order for the hire.
Project Header label aligned with other labels on operation stock entry screen.
Stock code label aligned with other labels on operation stock entry screen.
Improved error messages if serial/batch selection cancelled on allocation or issue for operation stock.
Excluded deleted employees from Employee Rates View.

Date applied: April 3, 2024

221.0.32

Fixed COS postings to have correct quantity for returns.
Changing narratives only on a PL or SL invoice/credit note should save.
Post POP Invoice API method will now handle Auto stock Issue quantity.
Fixed system memory exceptions when self billing.
Variance on single invoice to multiple orders, does not need to be assigned to a PO.
Fixed error that project already exists when saving for the second time.
Fixed error when creating project with stages and activities and exporting to Excel.
Fixed random project number being populated on sales order line from quote to proforma to order process.
Issuing stock on an operation from the allocated traceable stock item.

Date applied: March 20, 2024

221.0.31

Issues Resolved Important

New Features

New setting added (To Other tab) to default the from type on building project level structures.
- This was added to reduced the click count for end users utilising the Project Levels builder.
Added text fields to enter in customised unit cost and selling prices on an operation header instead of using value from team rate.
- To add move flexibility when creating Project Operations on Estimates or Projects to allow the profit margins to be adjusted rather than using Stock or Labour defaults.
Added margin percentage column to projects level tab on maintaining a project.
- To give extra visibility to the user on the profitability of an operation, activity, stage of Phase.

Issues Resolved

Prompt for Promised Date removed for Sales Returns.
Default working day hours remain setting should be configurable and not hardcoded to 7.5.
Project enquiry totals drill down on application totals shouild also include retentions.
Error fixed on posting hired in plant confirmation emails due to semi colons.
Commited COS should be on its own with no actual value and dated the same as the relating sales order. Actuals will be posted as ‘ADJ’ (Adjustments) and have the date of the despatch.
If imported timesheet is new then the PostedTransactionID will be left null instead of 0 so approvals can pick it up.
Creating estimate revisions should fully copy over operations including labour and stock quantities and values.
Creating revisions of estimates will nolonger complete the original estimate.

Date applied: March 6, 2024

221.0.30

Important Info

Update companies required.
Removed the feature to add Cost To Complete by week.

Issues Resolved

Fixed issue with nominal not refreshing on orders when project header is typed in and clicked away.
Correct Project analysis should load when amending drafts invoices and credit notes.
Project and project header validation should be thrown on proceed button on internal stock allocations with traceable items.
Fixed ‘Project header with code ” could not be found [0]’ error when creating new Purchase Order via a project Activity and defaults not set.
Despatching SOP should use despatch date (from stock history) when updating actual COS.
Changes made to running COS routine to change actual quantity to match Stock history if it has changed.
Fixed duplication of actual costs for construction applications on Cost to complete screens.
Remove the preallocation, allocation and issue options from an operation stock tab and added warning for project header.
Heath checker feature for corrections changed to exclude soft deleted transactions in search.
Missing scripting added for amend SOP/POP return screens.

Date applied: February 14, 2024

221.0.29

Important Info

Removed Feature for revaluation postings.

New Features

New WebAPI end points added to do stock issue and returns and create project transactions.
- This was added to extend the Core webAPI functionality to work with Projects.
Employee name or number will be included in description of Labour transactions in Enquiry all cost tabs.
- This allows the end user to view more information on the Project enquiry screen, so the same information is visible in the Labour and All Costs tab.

Issues Resolved

Error when filtering by Order number on the Project enquiry and Financial enquiry.
Amending a dispute with a partial credit should pull through the correct value instead of the full invoice value.
Set IsolationLevel.ReadCommitted on Project Transaction Get Methods to reduce risk of deadlocks.
The filter on the Project Financial enquiry doesnt refresh the PSA to display all of them.
Matched SOP Despatch not zeroing (also set as Despatch rather than Receipt).
Rapid stock issue bin name showing as ID.

Date applied: January 31, 2024

221.0.28

New Features

Converting estimates to projects will now use the same copy projects screen as used in templates and feature enhanced project level building tools.
- This was added to help extend the features available to Estimates to bring it inline with Projects and Templates.
Operation Stock Tab will now have the ability to amend allocations to increase, decrease or clear allocations.
- This added further functionality to Project Operations and be less restrictive to the end user.
Converted Import Period Budgets to new import format (Check import file changes before using).
- Our continued conversion of our Import improvements has been added to Period Budgets.

Issues Resolved

New timesheets created in import will now start with status of completed instead of new unless status of timesheet is new.
Filter not working for phase stage and activity on Project Enquiry and Project Financial Enquiry.
Raise a sales order, return and quote from within a Project, gets saved without the project number. It just goes to N/A.
Whse, Bin, Identification No column renamed to ‘Location’ on project enquiry Stock tab.
Added nominal ID on output of GetProjectNominalOverride End point.
Rapid stock Issue – when adding in new lines, data jumps to different rows.
When using Direct Delivery PO’s, on confirming direct delivery the Committed Cost changes to zero.
Error when correcting foreign currency invoice.

Date applied: January 19, 2024

221.0.27

Changes made for COS coming from manufacturing works orders linked to sales orders.
Remove migration from project accounting from the menu and moved to hidden settings.
Fixed Error on self bill if Period doesnt exist.
Fix when creating a new project transaction and the stock type is ‘WOP’ and there is no ‘Transaction ID’ sent through to not lookup for a transaction history.
Project lists should load correct Analysis code headings when changing between companies.
COS can now be enabled without nominal postings enabled in sage but will give a warning.
Fixed issue with duplicate project numbers being allowed with auto numbering turned off.
Purchase orders linked to plant hires will not be allowed to be written off.
Unable to set a Project to completed due to a zero-cost Carriage charge still showing as a committed cost.
Fixed missing button issue when switching to Project Header view.

Date applied: January 3, 2024

221.0.26

Important Info

Update companies required.

New Features

Added new messaging services for CRM web order line generation for project integration.
Included ‘Quantity per run’ value on operations. This will multiply the cost and revenue values on them. This can also be changed from the Projects levels tab on a project.

Issues Resolved

Fixed project total calculation when deleting a construction application with discount.
When creating a quotation and linking it with a Project, adding lines shows the selected Project Code. Adding an item, the project code is still showing.
Committed value on the project from the hire order is not cleared if the PO is over-invoiced and the hire order is collected early.
When processing Convert Quotation to Proforma, committed value does not come off Quotation.
Added logging to External API methods for posting POP and PL invoices.

Date applied: December 6, 2023

221.0.25

New Features

Hire Order Number column added to Project enquiry Plant Tab.
Added message listeners to listen for Sales and quote creation from CRM web to update default projects on to them.
Added new health checker routine to correct SiJcTrnNominalRec records.
Converted Import Transactions to new format.

Issues Resolved

COS for works orders will not set the full committed value, only the allocated amount for what is booked.
Fixed ‘Method not found …PendingNominalBatchEntry.Post()’ error on posting cost to complete accruals.

Date applied: November 22, 2023

221.0.24

Fixed error with rate values not copying over from import.
Fixed nominal reconciliation error when correcting a credit note for a foreign currency.
Purchase return showing Document ref as TBA in Project enquiry.
Fixed ‘Project header with ID not found’ error when adding an order line to an order or quote after changing companies in sage.
Planned Purchases quantity should display correctly when cancelling the order.
Make a change to Plant screen cost to date to be to off hire date if set.
Retention values should display correctly on project Enquiries if set to display as actual.

Date applied: November 8, 2023

221.0.23

Default Project analysis will be N/A for landed costs if POP defaults are not set in project settings.
Zero value lines on a journal will not be validated for a nominal code as they wont be posted by sage.
Fixed issue with CC and dept overrides on landed cost nominals not being picked up.
If ‘Settle Immediately’ is ticked on a PO invoice. the total VAT value should recalculate with the VAT discount.
Fixed Issue on generate planned purchases, stock item description exceeds the character limit.

Date applied: November 1, 2023

221.0.22

Important Info

Update companies required.
Check import templates for new layouts.
SQL scripts will no longer work on SQL 2008 R2 or lower.

New Features

Converted Project Levels import to new format.
Converted Timesheet import to new format.
Converted Import Forecast To Complete to new Format.
Added PO number and Project create date to import project feature.

Issues Resolved

Fix to amend the WOP-COS transaction cost as the works order gets updated.
Improvements and redesign of projects total tab on enquiry.
Fixed scroll bar on breakdown of costs/revenue on project enquiry project totals tab.
Created new view for projects totals breakdown for use in Sicon Approvals.
Fixed database timeouts on Nominal transaction enquiry when SQL compatibility is higher than 2012.
Fixed ‘Project could not be found’ error when deleting a project while in the project enquiry.
Projects fields showing when they shouldn’t on stock screens if integration is turned off.

Date applied: October 25, 2023

221.0.20

Important Info

Update Companies required.

New Features

Converted Budget Import to new format.
Changed transaction type lookup on Maintain billed transactions to be a multiple selection option.
Health checker routine added to detect missing transaction on corrections.

Issues Resolved

Adding timesheet for plant should update Last project on plant record.
Project detail will now load on ‘All Plant Items List’ when the item is a single project hired in plant.
Added validation to limit exchange rate on Sales and Purchase ledger imports to 6 decimal points, the same as allowed in standard sage.
Change date filter on Maintain Billed Transactions to a Date Range.
Employee name will now be displayed for Labour transactions in the Maintain billed transactions screen.
Saving on Maintain Billed Transactions will keep the screen open to process more.
Fixed issues with project totals when adding retentions to sales orders or invoicing module transactions.

Date applied: September 20, 2023

221.0.19

Important Info

Labour project header types will need ‘project group’ configured to Labour if Timesheets are configured to only use Labour/Plant Project headers.

New Features

Converted Project Header Import to new format.

Issues Resolved

Fixed ‘Specific argument was out of the range of valid values’ error when creating a project from a sales order, viewing the project and click the project levels tab (Activities only enabled).
Limited characters on InvoiceCreditNumber field on Import Transactions to 20.
Changed setting to only use Labour/Plant headers on timesheets to be controlled by the project group configuration in maintain project header types.
Project Levels column shouldnt be visible on billing profile if enable activities is disabled in settings.
Fixes for ‘Bigint to varchar’ errors on nominal transaction enquiry.

Date applied: August 30, 2023

221.0.18

Important Info

Update companies required.

New Features

Import projects will now detect duplicate project numbers in the import file.
Added Manufacturing messaging subscriptions to the web API as new works orders that are created from the web API weren’t getting project transactions posted.
New Web API methods for Employee portal to show cost to complete.

Issues Resolved

Changed message on accepting disputed credit notes in POP to give user instruction to delete the dispute and reprocess the credit note in order to get the correct project integration.
If a default header is set on the employee it will pull through onto new timesheets.
Free text SOP lines when invoice printed will set actual quantity on ‘matched’ despatch transaction.
Project Enhancements will not load on correcting or reversing a VAT only Sales invoice.
Lead Time on imported planned purchases will now use the default on the stock item supplier.

Date applied: August 9, 2023

221.0.17

Issues Resolved New Features Hot Fix Enhancements

Important Info

Update Companies required.

New Features

Setting added for imported timesheets to determine period used in project transaction.
Project address import converted to new format.
New setting added to lock down setting project managers on a project to employees in selection box.
User access to feature checks added to creating transactions from activities in maintain project.

Issues Resolved

Deleted planned purchases shouldnt appear in the budged ‘Planned’ totals.
Invoice variance on project enquiry will now be 0 if POP line is auto issued.

Date applied: July 26, 2023

221.0.16

New Features

New Import added for default rates
Copy button added to rapid stock issue. also added hotkeys for F6 copy line, F7 New Line & F8 Remove line

Issues Resolved

Fixed error with updating SiJcTrn record if the sage user has an apostrophe in their name.
Better ID validation added to PL invoice narratives to check if they contain ‘[ID:’
COS recalculation added if committed quantity on sales order line is reduced reduced
Fixed issue with project rates duplicating when amending

Change in Functionality

Converted Projects import to new import format

Date applied: July 12, 2023

221.0.15

Important Info

Update companies required

New Features

Added new health checker tool to identify some common issues and help fix them.
Project Rate Web API methods added
SiJcFieldValuesView added to SQL script and datamodel
Added tick box on rebalance projects to skip process of updating transactions from other modules (Construction)

Issues Resolved

Stopped project validation on Invoicing module comment lines
Validation added to project header to stop delete if used on an employee or plant
Fix to rebalance to include application discount in project totals
Validation added to all applicable imports to check if selected project activity is Live and not 100% completed.
Changed the ‘Cannot insert duplicate key in object ‘dbo.SiJcTrnCurrentValue’ error when rebalancing project totals to a user friendly one
Added validation for internal area set up on rapid stock issue

Date applied: June 26, 2023

221.0.14

New Features

New screen added to project header maintenance to allow the user to assign the selected header to a list of projects.
Invoicing list (with projects) added.

Issues Resolved

Added Second reference to PostPOPInvoiceCoordinator API method.
Fixed Issue with Period Budget Import not importing anything.
Fixed reconciliation error on customer payment/Receipt screen when using euro bank and euro customer with bank charges.
Renamed column to On Order Value (Actual).
fixed POP invoice not creating multiple tax codes (PostPOPInvoiceCoordinator )
Copying invoices from the invoice module should now also copy over the nominal analysis detail.
Validation added to journal entry to make sure a nominal code is entered on all lines and not left blank.

Date applied: June 12, 2023

221.0.13

Important Info

Update companies required

New Features

PO Number column added to project desktop lists
Added new setting and feature to prompt user to create a default project address when saving a project if not already set

Issues Resolved

Fixed ‘VAT Analysis total does not match the transaction VAT Value’ error using POP Invoice API
Retrospective view will now use SiJCEnquiryAllCostsView instead of labour view for speed
Fixed issue with wrong project analysis appearing on orders generated on repeat templates if multiple templates selected.
Fixed looping and crashing issue when changing a VAT code and value on a POP invoice
Application Discount should be actual if setting DisplayApplicationsAsActual is enabled

Date applied: May 26, 2023

221.0.12

Fix to move all transactions associated to a works order when a project is changed on a works order
Fixed filtering by periods on project enquiry screens and loading project totals pop ups
Stopped users from manually typing in Revenue project header on PO and Cost header on SO
Planned purchase entry should only display cost project headers
Validation added to check if authorisation feature is turned on when using Import Purchase transaction (with projects)
Fixed issue with last revised revenue not storing on advanced projects list after setting a cost to complete previously for the current period
Resolved an issue in the POP process where it was incorrectly setting the PL flag (in Sicon Documents)
In transaction Editor moving a SOP Invoice should also move the SOP Order and Despatch line project analysis
POP Variance line should not be created when POP settings enabled to create a price difference on GRN
Fixed error in GetProjectNominalOverride WebAPI method when setting a supplier ID in the TraderID field
Completing a project will now exclude construction postings when checking for commitments
Fixed rounding issue on tax in POP invoice posting coordinator
Reversing SOP invoice were creating SL credits with positive actual value
Fixed Variation creation in WebAPI methods
Check added to WebAPI integration to see if SOP/POP Nominal Amendment is enabled (in Sicon Barcoding)
Fixed Object not set error in Stage accrual posting if POP line is cancelled (In Sicon Enhancement Pack)

Date applied: May 12, 2023

221.0.11

New Features

New Cash book Import added

Issues Resolved

Fixed exchange rate issue when changing exchange rate on a PO invoice
SOP Proformas should now go to 0 value when converted to orders
Start date on project import should only be mandatory if the setting is enabled
WOP header added to Stock settings import
Select all button on post planned purchase will also automatically set the quantity to purchase to be the outstanding
Fixed project analysis not transferring when generating a PO from a sales order.
Fixed sorting on project desktop lists with large amounts of projects causing an out of memory exception
Fixed issue with assigning project analysis to a POP line that previously didnt have project integration then not updating the Quantity on the line too.
Changed fields in enquiry view to be blank instead of null so they dont disappear when sorting in the enquiry screen
Reconciliation import added to nominal reconciliation
Fixed sorting issue causing all projects to display on team and user projects list

Date applied: April 21, 2023

221.0.10

New Features

Linked Team added to Projects Import

Issues Resolved

Team and user lists should not load amend projects and budgets if no project selected.
Users will not be allowed to delete projects or project headers if they are used on a stock item.
Team will not be allowed to be deleted if linked to a project
Salary Apportionment Rates not picking up correctly if rate has been deleted
Fixed show/Hide inactive button on project header
Fixed project analysis not appearing in NL transaction enquiry on 2023 R1 version of sage
Fixed description column on enquiry all cost and revenue tabs to be sortable

Date applied: March 31, 2023

221.0.9

Drill downs on project enquiry to SL/PL transaction enquiry will not be available if user doesnt have permission to access those screens.
Only selected despatched SOP lines will be updated in projects instead of all lines on the order
Fixed issue with F8 key on Rapid invoice screen copying project onto line above
Fixed error on clicking view purchase order on plant hire order if a PO has not been generated yet.
Fixed nominal reconciliation error on rapid stock issue posting
COS postings will now check SOP settings to use CC and department from SOP line nominal
Cancelling SO should soft delete ADJ postings on the Project aswell as COS postings.
Fixed ‘The nominal analysis total does not match transaction net value’ error when using self bill and credits
Fixed reconciliation error on SL import with exchange rate
Fixed error finding rate when using createLabour Web API method

Date applied: March 25, 2023

221.0.8

New Features

Linked Team field added to Project and new desktop lists added to filter by the users Team.

Issues Resolved

Fixed Invoice dates missing from Projects transactions when using PostPLTransactionInstrument.
CVR will exclude estimates and templates.
CVR will now exclude Header application postings to stop doubling of figures.
Fixed Project not being copied into Sales Return when raised from a Sales Order.
Made changes to stop nominal lookup locking when adding a comment line then selecting a stock type line on an Invoicing order.

Date applied: March 3, 2023

221.0.7

Issues Resolved Important

Prompt added to remove markup on any linked revenue when deleting a budget
Fixed issue with index when deleting and re-entering a new phase on a project
default rate should be populated when default header populated on a new timesheet line
Fixed delete button wrongly disabled on project
Fixed Write off PO issue to convert any POP invoices to PL invoices
Fixed Object reference error on the Maintain Plant window when clicking on plant lookup then closing the screen
Changed rebalance to include auto issue invoices and credits on a POP line
Fixed ‘Object not set error’ on despatch SOP when project integration is disabled

Date applied: February 24, 2023

221.0.6

Important Info

Update companies required

Issues Resolved

Made changes to Post PO invoice API method to work with service type stock items
Filtered out committed timesheets from self billing
Change to ‘ Automatically issue after Purchase goods received and Automatically issue at PO/return cost’ setting to warn users this will not update the nominal postings only projects
Activities wont be allowed to be deleted if a budget exists for it
Project markup added to logic when creating a revenue budget from a cost budget
Fixed project not found error on timesheet when the timesheet line type is not ‘Project’
Fixed issue with correcting a project analysis only on an invoice andproject lines not loading when correcting again
Total selling price should be zero in views if non chargeable
Capabilities added for core WebAPI methods for POP order lines to include phase, stage and activities
Fixed Nominal reconciliation error on Issue stock allocation

Date applied: February 10, 2023

221.0.5

Fixed activity count when checking to display project level button on the project enquiry.
Trimmed ‘ /’ on end of narrative on sales ledger import to stop reconciliation error.
Fixed error when adding an appointment in an Employee Schedule.
Added project analysis validation to reduce allocation screen.

Date applied: January 20, 2023

221.0.4