What s New in ReQlogic v10.0?

Transcription

1 ReQlogic v10.0 further improves on ReQlogic s advanced functionality. The new release includes enhancements in product areas; including routing, , reporting, and systems functionality. This document provides a summary overview of the new enhancements in ReQlogic V10.0. Please refer to the ReQlogic documentation for detailed descriptions, configuration options, and limitations of each enhancement. Descriptions that are not marked with ERP codes apply to all ERP platforms. Supported ERP Platforms: Microsoft Dynamics GP Dynamics GP 2013 Dynamics GP 2015 Microsoft Dynamics NAV Dynamics NAV 2013 Dynamics NAV 2015 Microsoft Dynamics SL Dynamics SL 2011 Dynamics SL 2015 Microsoft Dynamics AX Dynamics AX 2009 Dynamics AX 2012 (R2 required) June 2015 Page 1

2 General Enhancements Wennsoft Job Cost and Service Management Integration Includes PO Invoices Job and Cost Codes, Service IDs, Service Type and Other Costs can be selected on ReQlogic PO Invoice lines. These values then flow over to the Wennsoft Job Cost and Service Management modules when PO Invoice transactions are processed from ReQlogic. Olympic Systems Project Cost Integration Includes PO Invoices Projects and Tasks can be selected on ReQlogic PO Invoice lines. These values then flow over to the Olympic Systems Project Cost module when PO Invoice transactions are processed from ReQlogic. Microsoft Dynamics GP Add-In to Project Employee Expense Inquiry Zoom ReQlogic s Microsoft Dynamics GP Attachment Add-In now works with the Project Employee Expense integration. Attachments from ReQlogic expense documents are available from the Project Employee Expense Inquiry Zoom window in Dynamics GP when expense documents are processed from ReQlogic and the Project Employee Expense integration is in place. Routing and Approval Enhancements Routing Based On Append to PO New routing criteria enables set up of approval workflow that supports the Append to PO function. Routing steps can associate appending requisitions with the original PO. Routing can be based on the original PO amount, the appended amount, or the sum of the original and appended amounts. PO Invoice Routing PO Invoice routing focuses on variance amounts and percentages between PO Invoice lines and the associated PO lines. The new criteria can be used to create workflow based on appropriate thresholds, such as a variance being greater than a specific percentage. June 2015 Page 2

3 Chained Approver Routing Chained approver routing provides a flexible alternative to the more common department manager workflow. The chain is based on each user being assigned a manager and an approval limit. Routing can be set up so that if a document is over a user s limit, it goes to the manager for approval. If over the manager s limit, it goes to the manager s manager, and so on. Up to 8 approval levels are available. Review Action via Line Level Approval Review action via enables reviewers to approve or reject documents with a response to an notification. This enhancement enables the action to be directed to specific lines of a document if line level approval is being used in the approval workflow. A response can be as simple as Action: Approve lines (1, 2, 4). Requisition Enhancements Requisition Import Required By Date This enhancement adds the Required by Date to the Requisition Import functionality, supporting configurations such as Microsoft Dynamics GP Encumbrance Management where the Required by Date is needed for requisition line entry. Timesheet Enhancements Billing Notes by Day For Microsoft Dynamics GP and SL integrations, weekly timesheet entry now enables separate billing notes to be entered for each day of the week. June 2015 Page 3

4 Expense, Invoice, Credit/Debit Enhancements Expense Entry without Vendor Association To facilitate expense entry for those users entering expenses on behalf of others, ReQlogic no longer requires that the user entering an expense for another be associated with a vendor in the Microsoft Dynamics ERP or ReQlogic 360 system. PO Invoice Line Notes to Microsoft Dynamics GP Receiving When a Match to PO is processed in ReQlogic, notes entered on PO Invoice lines will now flow over to the associated line on the Receiving s Transaction Entry screen in Microsoft Dynamics GP. Credit Memo Duplicate Invoice Number Validation For Microsoft Dynamics GP integrations, duplicate invoice number validation is expanded to Credit Memo entry. ReQlogic checks for duplicate numbers across invoice and credit memo documents, which maintains the same validation found in Microsoft Dynamics GP. ReQlogic Mobile Enhancements Receipt Image Upload With ReQlogic Mobile, users can add images of receipts taken directly from a mobile device camera while entering expenses. As an expense line is being entered, users can tap the Take Photo and Use Photo commands to upload a receipt. RFQ Enhancements RFQ History Sort Order and Display This enhancement includes two changes to the View History page in the RFQ Supplier Portal. The sort order of transactions listed on the page is now from most recent to oldest, and the total number of listed transactions can now be configured. June 2015 Page 4

5 Enhancements Reminder Includes Application URL Reminder s that let approvers know they have documents to review now include a link back to ReQlogic that automatically opens to the Approvals Queue. Response Includes the Question The question that elicited the response will be included in the Response , providing context within the communication. Report Enhancements Transaction Report Updates Enhancements to all ReQlogic transaction reports include the addition of the document status and a hyperlink that provides the ability to drilldown to document details. In addition, the PO Number is now displayed on the Requisition List report, and the Match to PO Number is displayed on the Vendor Invoice Transactions report for PO Invoice transaction types. Wildcard Support for Description Search For transaction reports, such as the Requisitions List and Expense Transactions, the Description filter field now includes a wildcard function that enables partial entry of a line description. For example, a search on a description containing the word laptop, would return transactions that contain red laptop mouse, laptop and workstation, XYZ laptop and laptop. Technology/System Enhancements Telerik Only Reporting Telerik Reporting is now the only supported reporting tool for ReQlogic All standard ReQlogic reports have been converted from Crystal Reports to Telerik, and the Crystal Report runtime is no longer used. SSRS-based reports can continue to be launched from the ReQlogic interface. June 2015 Page 5

6 64-Bit Support With Version 10.0, ReQlogic is now a 64-bit application, and the web components must be installed on a server with a 64-bit operating system. Windows Server 2008 (64-bit) and Windows Server 2012/2012R2 are supported. User Friendly System Configuration Entry System configurations that previously have been defined only by editing the web.config file can now be entered through the ReQlogic interface. Additional Configuration Options on the General Settings page allows an administrator to easily enter settings that define system-wide configurations. In addition to ease of entry, settings can now be defined on a database-bydatabase basis, which allows greater flexibility in system set up and configuration. Required Field Marker Flexibility has been added for the display of required fields. Markers that identify required fields can be a thin or thick red left border or a blue background. Marker display is controlled from the General Setting page. Notes Hover Text Reviewing notes in ReQlogic has become as convenient as moving a mouse. By hovering the mouse pointer over a note icon, the content of the note appears in a display window. Yes/No Standard View Definition A new view definition that defines a lookup containing Yes and No values has been added to ReQlogic. This new lookup can be associated with any user-defined field within the application to easily configure an indicator or flag field used for routing or other identification purposes. New Filter Operators on Lookups All lookups in ReQlogic have three new filter operators: >=, <=, and In. The In operator accepts a comma delimited list of values. June 2015 Page 6

7 Vendor Name Becomes Available The Vendor Name field has been added to the view definitions used for the Recent Transactions Queue, Approvals Queue, and all document lookups. This means that the Vendor Name can be easily displayed in each of these locations within ReQlogic. Extended Stored Procedures Additional extended stored procedures are available in the database in which ReQlogic is installed. Although not actual ReQlogic SDK events, these stored procedures are specifically designed for customizations, and are called by standard ReQlogic stored procedures. More information is provided as part of ReQlogic SDK training. Before and After Microsoft Dynamic GP Upgrade Scripts Include History ReQlogic Before and After scripts must be run prior to and after a Microsoft Dynamics GP upgrade to keep unique identifiers in ReQlogic synced up with Dynamics GP purchase order records. This enhancement accounts for records in the Dynamics GP PO History tables in this process. *Some functionality was originally released in a Version 9.0 service pack. For More Information, please contact us at: ReQlogic United States +1 (734) info@reqlogic.com June 2015 Page 7