| Enrich 615 Released |
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Highlights of the General Release, PTF 615We are pleased to announce the release of Enrich PTF 615. Highlights of the release are listed below. We are also offering a series of 30-minute webinars to introduce some of the new functionality. Fuel TaxAdd Unit Selection Trip/Distance Reports. There is a new option to select the unit number for the trip/distance report(s). It can be blank. Each report has been changed to show the unit number selected. The unit number is printed at the top of the page on the same line as the selected facility. (Log 17365) Equipment Maintenance & MaterialsSRTs on Miscellaneous Unit Work Orders. When a VMRS/task is placed onto a work order, enrich will default standard job time into the estimated labor hours field. Those standard job times can be defined by equipment group, manufacturer, or equipment type. Previously, this only applied to non-miscellaneous unit work orders. Now work orders for miscellaneous units will also attempt to default standard job times, but only when there are standard job times defined at the equipment type level and that equipment type is entered on the miscellaneous unit. (Log 17154) Unit/Customer/Schedule A Comments. The options for the ‘Show Comments on WO Add and/or Edit’ maintenance business parameter have been changed. The options are now:
The first 3 options are the pre-existing values. Options 1 through 4 are new. You can now show equipment and customer or equipment, customer, and schedule A comments on a WO add or a WO add/edit or not at all. (Log 17261) Display Contract on Display/Edit Equipment. On the Edit Equipment change screen, a display of the current active contract has been added underneath ‘Equipment Pool’. The agreement header type (e.g. LC), agreement number, contract type, and contract type description will be shown. There will be a “+” to the right if there happens to be more than 1 active contract. (Log 17306) Add Item Subset Option for Locations. An option to select “Track Multiple Locations” has been added to the item master subsetting. This will allow the user to subset to all parts where location tracking has been set up. In addition, subset selections are now being carried across all views. (Log 16446) Work Order View of Sublets Without Invoices. Work order subsetting has a new option called “Remove WO’s Waiting on Invoices”. When selected, work orders will be removed from the view if they are open, contain a sublet, and all lines except for the sublet lines are closed. In other words, it will remove any work orders that are complete other than waiting for sublet invoices to arrive and be applied. There is a new alternate work order view called “WOs - Open Sublets”. When you select this view, the work orders shown will only be those that have open sublet lines and non-sublet lines. (Log 17331) Credit Limit Warnings on Work Orders. A flag has been added to the customer master that allows all work order credit checking to be overridden for a customer. Lower and upper credit limit percentage values have been added to the customer master; they can be used to determine if a warning or hard error should be presented to the user when creating a work order. A new credit check business parameter asks if integrated credit checking should be performed for work order and rentals. Saying Yes to integrate means enrich will use both the work order credit check rules and the rental credit check rules to determine the available credit on rentals and work orders. Another new credit check business parameter is called ‘Include Invoiced WOs’ not passed to Financials’. If set to Yes, enrich will add the invoice amount of work orders that have not yet been sent over to Financials into the total receivable amount. (Log 17342) Equipment Feature Subset: Contains. The equipment subset panel allowed for up to 3 features/values to be entered. We have added a “contains” beside each of the values. The “contains” will default to Yes which means equipment will be selected if the feature value contains the value selected. If set to No, it has to be an exact match. (Log 17358) Warranty Claim Required Fields. When editing a claim from the Warranty Claims menu option, the requirement for warranty code, cost, and vendor have been removed. This means you can enter some pieces of data (i.e. the parts disposition) without having to fill in those required fields. The fields are still required before posting the claim. (Log 17359) Trigger PM Based on Another PM Completion. Using new PM rules, you can now trigger a PM based on the completion of another PM.
Meter Reading on Display of Equipment. Previously, the display of equipment only showed the current meter reading. The LTD has been added. (Log 17281) ETKDrill-down From Employee Time/Shift Details. The ability to display a work order from shift details has been added to 3 screens. The option will go to a display version of the work order. (Log 8374)
Change to ETK Business Parameter. The ETK business parameter ‘Allow date/time Override’ has a new option for “Except start/stop/unpaid”. This option allows the date/time to be overridden except on the start or stop of a shift or when clocking onto an unpaid indirect labor code (like lunch) or coming from an unpaid indirect labor code. When set to the new value, for the indirect labor codes within a shift, if clocking onto “lunch” (unpaid code), the user would not be able to modify the start time. If clocking onto a work order or a paid indirect code, the system will check if coming from an unpaid and, if so, not allow the start time to change. However, if clocking onto a work order coming from a paid indirect code, the start time can be changed. (Log 17324) Asset ManagementAdd ‘As Of Date’ to Insurance Expiry Report. The Expiring Insurance Policies report prompt has been changed to allow entry of a date for filtering out old expiring insurance policies. When you select the option to print expired policies, you can enter a date in the new ONLY PRINT POLICIES EXPIRED AFTER date field. This is useful if you do not go back and review old expired insurance policies. (Log 17031) Increase Description on P&L Screen. The Unit P&L display has been changed to ensure that source document numbers are not truncated. The screen format was changed to 132 x 27 so that the transaction description and source document information can be fully displayed. There was also an issue with the negative sign being suppressed on the last subfile record on the screen; the “+” (more) sign overlapped the negative sign of the last amount. This has also been resolved by changing the screen format to 132 x 27. (Log 16306) Debt Note Support Requests. The Display Posting Detail screen for debt notes will now show the year and period to which the accounting transaction was posted in Financials. It also has an option to view the accounting transaction, which will take you to the Display AP Transaction screen. (Log 17384) Lease RentalBilling Forecast/Calendar Processing. A new method of initiating and managing lease billing jobs has been added to enrich that may be used as a replacement to the current Billing Control function. This new method could be viewed as a layer over the current functionality or may be used in conjunction with it. Note that it does not handle rentals. This new approach will use a Billing Calendar to forecast and process lease billing. Rather than the user filling in a set of billing parameters to initiate the billing run, this method will use the contract detail records to forecast the billings date and then lead the user through the initiation of one or more billing runs to perform the billing. The values that determine the billing cycle will be defined in the contract itself and the billing control function will then use those values to determine when the billing jobs should be run. The user’s interaction with the new billing engine is to review the billing calendar’s forecasted billings and select the ones to be billed by grouping them to form a billing control group. The billing engine then looks back to the billing control to determine what is to be billed in the group. It still references the contract details but only to determine the value of the charges. (Log 17164) ** Please note that Billing Forecast should NOT be turned on without consultation, as it requires a significant set-up and training effort to use. ** Pooled Mileage. Pooled mileage functionality to consolidate and calculate mileage across units and issue a single invoice has been added. You must be using the billing calendar. Given the number of methods of calculating pooled mileage, and the possibility of additional calculations being added in the future, the approach taken here is to allow vehicles in non-standard pools to be flagged as pooled but with an additional identifier that shows that enrich does not have to carry out any pooling calculations. enrich will produce a simple report that captures all of the key pooling information for the non-standard pools. The report may then be downloaded and used by the billing team to calculate the pooled mileage bill for each customer. Contract sections added to non-standard pools will be ignored by the billing calendar and billing engine. enrich will exclude them from all billing calculations. (Log 17149) Allow Discounting of Insurance Rates. You can now enter discounts and surcharges on insurance requirements sections. (Log 17245) Check Target Date for Reading Collection. The Billing Reading Collection option has been changed to take the Target Date into account. Previously, the program created a list of all units for a customer. Now, if you enter a zero for the target billing date, you will get that same list. If you enter a date, a unit will only show on the report if it has an active bill forecast record that has a date before the target billing date. (Log 17273) Restrict Billing Prompt Condition on Bill Forecasting. A new business parameter, BILLING FORECAST ACTIVE, has been added to the Lease Rental business parameters. It allows you to restrict the submission of the old billing process depending on the contract types being processed by the new billing forecast. (Log 17411) Add Last Billed Date to Pool Display. The Last Billed Date has been added to the Usage Pool display screen. An edit preventing a unit being added to the pool with a date prior to the pool’s Last Billed Date has also been added. (Log 17428)
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