JobBOSS v11.9 ReadMe. Release Snapshot

Transcription

1 JobBOSS v11.9 ReadMe Release Snapshot JobBOSS v11.9 delivers enhancements to security administration and reporting, simplified and streamlined upgrade installation and additional integration with JobBOSS Quality by unipoint. Additionally, 55 bugs have been resolved as part of the JobBOSS v11.9 release. Security Administration Enhancements Ability to set up multiple user security roles through streamlined security administration. Administrators have the ability to define security roles and to assign numerous users to a single set of functions and related rights, rather than requiring each user to be set up individually. Security role & permission reporting provides information on the definition of a security role and users assigned to a role, and roles and reports assigned to a specific user. Streamlined Upgrade Installation Separate downloads for technology prerequisites and JobBOSS product are now available. Those customer who do not require the prerequisites have a single download. System checks ensure all prerequisites are satisfied prior to product download to prevent errors. Additional database upgrade automation. Enhanced JobBOSS Quality by unipoint Integration Additional links to unipoint are provided in Sales Order, Purchasing and Work Centers which take users directly to unipoint. Access to Requests, Document Control, Inspection Records and CPA files related to jobs and customers. unipoint server path moved to system preferences. Individual users will no longer be required to set up the unipoint server path on the client.

2 Links to Third Party Applications in Internal Notes User is provided the ability to create links to third party sites (urls) that launch sites accessible through the customer s network. Compatibility Updates NOTE: Please review the complete list of compatibility updates found on the JobBOSS Customer Portal under System Specifications. There are a number of technologies that are being retired due to Microsoft or SAP no longer providing mainstream support. JobBOSS v11.9 is now compatible with the following additional software packages and operating systems. Review the complete list of compatibility updates found on the JobBOSS Customer Portal under System Specifications. Added Compatibility o JobBOSS v11.7 or later is required to upgrade to JobBOSS v11.9. o SQL Server 2014 o unipoint Removed Technology Compatibility The following technology changes effective for JobBOSS v11.9 may have an impact on your implementation: Server Operating Systems: o Microsoft Windows Server 2003* o Microsoft Windows Server 2003 R2* o Microsoft Windows Server 2003 SP2* Client Operating Systems o Microsoft Windows XP* o Microsoft Windows Vista* Database o Microsoft SQL Server 2005* Note: The upgrade process will automatically run a system check to determine the version of Microsoft SQL Server that is installed on the server. If the JobBOSS upgrade installation detects Microsoft SQL Server 2005 or earlier, the upgrade procedure will be halted. JobBOSS v11.9 will NOT be installed. You must have SQL version 2008 R2 or later to complete the installation. Applications o Microsoft Internet Explorer v7* SAP Crystal Reports o Crystal 9** o Crystal 10** o Crystal XI** JobBOSS Product Line Lifecycle End of Product Support (Per Notification of May 2014) Reporting JobBOSS v11.9 2

3 o Jbudrpt.mdb for custom reports Support End Date Feb 1 st 2015 JobBOSS o JobBOSS Version v5.x Support End Date Feb 1 st 2015 o JobBOSS Version v6.x Support End Date Feb 1 st 2015 o JobBOSS Version v7.x Support End Date Feb 1 st 2015 o JobBOSS Version v8.x Support End Date Feb 1 st 2015 o JobBOSS Version v9.x Support End Date Feb 1 st 2015 o JobBOSS Version v10.x Support End Date Feb 1 st 2016 JobBOSS Payroll o JobBOSS Payroll 1.x Support End Date Feb 1 st 2015 o JobBOSS Payroll 2.x Support End Date Feb 1 st 2015 o JobBOSS Payroll 3.x Support End Date Feb 1 st 2015 o JobBOSS Payroll 11.x Support End Date Feb 1 st 2015 QuickBooks Integration Customers must upgrade to QuickBooks Integration v5 for the JobBOSS version 11.6, 11.7, or 11.8 and more recent versions. o Integration for 11.3 Support End Date Feb 1 st 2015 Service Pack 1 or 2 o Integration for 11.5 Support End Date Feb 1 st 2015 o Integration for 11.6 Support End Date Feb 1 st 2015 Modified Compatibility JobBOSS Mobile Web Service: o Microsoft Windows Small Business Server 2011 instances running Microsoft Outlook Web Access (OWA) will no longer be supported. Microsoft Windows Small Business Server 2011 will continue to support the standard JobBOSS installation. Data Collection Web Server o Microsoft Windows Small Business Server 2011 instances running Microsoft Outlook Web Access (OWA) will no longer be supported. Microsoft Windows Small Business Server 2011 will continue to support the standard JobBOSS installation. *Microsoft no longer provides mainstream support. The product is not available for purchase nor does Microsoft provide software updates. Microsoft, Encarta, and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. **SAP no longer provides support. Important Things to Consider New Automated Database Upgrade Process The JobBOSS Server database upgrade process has been automated. Users no longer have to manually upgrade SQL databases. The new upgrade process only requires that the user provide the SQL Administrator ID and password, the server upgrade process will automatically upgrade selected JobBOSS databases. Security Administration Enhancements JobBOSS v11.9 3

4 JobBOSS v11.9 includes an enhancement to Security Administration. A new option Group Administration has been added. This new feature allows you to easily setup custom groups or use the defined system groups to provide groups of users with identical system access and user rights. Your existing JobBOSS user permissions were automatically ported with no changes into User Administration during the upgrade process. If you choose to use Group Administration, you may apply it to your existing user permissions. For detailed instructions on how to setup Group Administration, use the online-help provided in JobBOSS. Note: If you are upgrading from a previous version of JobBOSS, after you complete the upgrade to v11.9, it is highly recommended that you launch Security Administration and review the security permissions assigned to your users to ensure that all required permissions have been completely ported to the new Security Administration features. You can easily add or modify any user permissions that need to be changed. Customer Reported Issues and Enhancements Each functional section of JobBOSS that contains changes for JobBOSS v11.9 is represented by a table. Fixed customer reported issues are listed and organized by request number for your reference. Accounts Payable An issue that prevented the beginning balance transactions that are entered in; System Administration > Vendor> Accounting, from being displayed on the Vendor Ledger report has Beginning balances for vendors will now display correctly on the Vendor Ledger report. Accounts Receivable An error that caused the paid date field on an invoice header to not reset after the associated deposit is reversed, has An issue that caused an error when printing an invoice with a large number of line items has Data Collection Work Station Driver An issue that selected an incorrect operation key when searching operations by work center and sorting the columns has An issue that caused a Material Not Found error when receiving Purchase Order lines for miscellaneous materials has JobBOSS v11.9 4

5 General Ledger An issue that excluded the insertion of rows for accounts in subsidiary databases that do not have an associated cost table, when a consolidation routine is run, has An issue that caused an access violation error to occur when the Consolidate General Ledger function was used on the first period of a new year, has An issue that resulted in an Access Violation error when attempting to consolidate subsidiary databases into a master database, resulting in ending the consolidation process, has Installation An issue that caused a client installation to attempt to install server components has An issue that caused an upgrade installation to behave as a first time installation has An issue that prevented Data Collection Web Server from being installed on a Microsoft Window Small Business Server without requiring additional configuration has An issue that caused the Install Shield Welcome screen to display behind an open web browser screen has Material Control An issue that caused the material master file, On Order to Stock value on the Balances tab to differ from the value on the Balances Tab > Status link, has An issue that prevented materials that were received on a purchase order from displaying with the correct value in the Inventory On Hand field, if the Vendor Reference field has a value, has An issue that prevented users who do not have rights to access the Quote Processing module, from editing note fields on a request for quote has been corrected The Raw Stock Conversion calculation has been modified to correctly convert raw stock from kilograms to pounds An issue that caused the status of an outside service on a job to remain incomplete after the full receipt of service has been indicated has been corrected. JobBOSS v11.9 5

6 Order Processing An issue that caused the Progress Payments must equal the Estimated Revenue total for the Job error to display when progress payments were correctly entered and the error did not exist, has An issue that caused items in component Jobs to display in order entered as opposed to job order has An issue that prevented sales tax amounts from being deleted when the job was deleted has An issue that was causing a save prompt to display during job entry when the routing tab was selected and no changes were made to the data has A user interface issue on the Component grid that caused the text and background color to become identical, making the text difficult to read, has N/A An issue that caused the Commission Included checkbox to remain active on subcomponent jobs, has Quote Processing An issue that truncated text in the Part and Additional Cost field has The Part field is limited to 30 alphanumeric characters. The Additional Cost description field has been limited to 25 alphanumeric characters. Sales Order Entry An issue that duplicated the quoted discount amount when the quote was copied to a sales order has When a discounted line item is copied from a quote to a sales order, the amount displayed on the sales order will include the indicated discount, but will not be displayed in the sales order as a discount. Shipping An issue that prevented sales order line numbers that contained more than three characters to be displayed in full on the Shop View Sales Order tab has JobBOSS v11.9 6

7 Shop View An issue that prevented sales order line numbers that contained more than three characters to be displayed in full on the Shop View Sales Order tab has System Administration The Go To Page option has been removed from the Crystal report viewer. You can continue to navigate through report pages by using the navigation arrows available in the report controls A system database record limitation that prevented users from logging into JobBOSS if certain system database tables exceeded record limitations has Global Scheduling The filter checkbox options have been realigned to allow users who have the French, Dutch or Spanish user interface, to clearly see the complete text of each field. This modification does not affect users who use the English user interface. JobBOSS v11.9 7