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New features and improvements
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Customer billing statements are now canceled instead of deleted. When a billing statement is canceled, all items within return to the Customer billing statement generator page, and a new statement can be created.  Canceled items can be seen from the “Show canceled” option at the bottom of the page.  |
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Resource reports are now canceled instead of deleted. When a resource report is canceled, all items within return to Resourse report generator page, and a new report can be created.  Canceled items can be seen from the “Show canceled” option at the bottom of the Resource reports page.  | |||
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The exchange rate of existing orders can now be updated via bulk actions. The new option can be found from Sales dashboard > Bulk actions > Order > Exchange rate
 This will allow the update of prices, rates or both:  As with all bulk actions, the system will guide the user through a wizard to apply the changes. |
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Resource reports are now canceled instead of deleted. When a resource report is canceled, all items within return to Resourse report generator page, and a new report can be created. Canceled items can be seen from the “Show canceled” option at the bottom of the Resource reports page. |
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An option was added to add a manager approval step to items in the Resource report generator page. Only items approved by a manager can be used to generate a resource report.
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“Task Info” column was added to My Tasks->My Team’s tasks page.  |
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The custom fields were added to the following pages:
To learn more about custom fields, read the manual - https://ooona.atlassian.net/wiki/x/AYBqPw   |
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The “Custom field” can now be edited from the grid directly as a dropdown menu.  |
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Voucher number is now available in Administrator > Web administrator > Name conventions.  |
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The “Response required by” column was added to My menu > Tasks page. It was added to the “My tasks”, “Pool tasks”, “My realtime tasks” and “Tasks completed” tabs.  |
The Quote number field was added to the Additional information tab in the “Order Info” page. |
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You can now easily update Custom fields 2 and 3 via Bulk actions>Order fields To learn more about custom fields, read the manual https://ooona.atlassian.net/wiki/x/AYBqPw  |
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Voucher number is now available in Administrator > Web administrator > Name conventions. |
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The “Response required by” column was added to My menu > Tasks page. It was added to the “My tasks”, “Pool tasks”, “My realtime tasks” and “Tasks completed” tabs. |
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The Quote number field was added to the Additional information tab in the “Order Info” page.   |
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The following columns were added both to: Please note that project related columns also depend on “Enable project” system setting. -Order supply date -Project supply date -Resource in charge -Project number -Project name -Project lead -Resource rate detailed description (this field needs to be turn turned on before you can see it. Please refer to 4398 down below item 4398 in these release notes for more infoinformation.)   |
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The column was added to the Orderstab of the Sales dashboard and Project dashboard.  |
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In the “Detailed description” field you can add additional details to prices and rates and prices.in the Customer product prices and Resource rates pages.  In order to display the new field, you’ll need to first enable it from the settings:  Once set, this information will also be displayed in the following pages:  |
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Date colors are now customizable in Administrator > Web administrator > Configuration > Appearance tab.
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The Customer destinations field is now available for naming conventions in Administrator > Web administrator > Name conventions.
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| title | The media number column was added to the resource following pages: Finance > Billing > Resource report generator page. Both from My Menu and Finance.  | |
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My menu > Resource report generator Sales dashboard > Pricing Sales dashboard > Cost Manager > Sent mail Supervisor > Tasks completed list |
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When adding a new rate or price to the list, the “Add rate” button will now open a popup in which all the required date can be input.  Once saved, the pages for additional configurations, such as Tasks and languages, become available in the same popup.  |
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The date at the top of the invoice and the dates in which the tasks were completed now align with the system setting. To learn more about resource invoices, read the manual - https://ooona.atlassian.net/wiki/x/AQChcQ   |
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Previously, resource reports could only be submitted by the user who created them. To learn more about resource invoicesreports, read the manual - https://ooona.atlassian.net/wiki/x/AQChcQCACUc  |
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The Toolkit activity log column was added to the Sales dashboard>Tasks tab.  |
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The “Client manager team” field was added to the bulk actions,  |
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When copying a workflow template, any Toolkit settings saved at the workflow template level will be copied into the new workflow template.  |
Projects improvements
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This new setting can be turned on from Admin > Web admin > Configuration > Defaults. When enabled, “Project” will be mandatory when creating a new order.  |
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The “Project” and “Project number” columns have been added to the | Sales dashboard>orders page (4486)
Sales dashboard > Orders (“Project number” only) Sales dashboard > Tasks Sales dashboard > Languages Supervisor > Task confirmation management  |
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A new date was added to the project dashboard: Effective delivery date. This new date will be automatically populated once all production tasks within the project are completed, indicating when the project was effectively delivered. If new orders/tasks are added to the project, this date will be cleared.  |
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When a resource is selected, the system will also filter the results in Sales>Project dashboard to show only projects that this reassures leads. To see all projects, click the “Show my projects” button in the bottom of the Project dashboard page.   |
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When the head office assigns a Local office to a task, the local office can generate a new local project from that task, or assign it to an existing local project. Once it’s done, neither the Global or the Local office can change the project, and a visual indication will appear to clearly mark a task from which a local project or order was created. In the project info page, local projects will be referred to as “Subprojects” and it’s parent project and office from will be clearly identified. For more about Global offices and projects, please refer to the manual (TBC).   |
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Editing customer contact - Phone number fields were overwritten by the customer's phone number - Fixed (3337)
Toolkit project inheritance - Toolkit didn’t inherit correctly when multiple previous tasks were selected, and one lacked a project. Now it attempts to inherit from the latest task first, moving to the next if no project is found. (4319)
Bulk actions - Page loads indefinitely when using surcharges removal - Fixed (4429)
Resources import - Import button is available even if errors are present - Fixed (3361)
Order tasks page - When exporting to excel, most columns are showing codes instead the names of the fields - Fixed (4383)
Calendar task view page - “Current” button doesn’t update the week and month in the grid - Fixed (4350)
Calendar task view page - Month doesn’t change in the grid when in “Week view” - Fixed (4349)
Resource info page - Infinite loading when resourse resource has the Limit editing of the Resource info page in My menu role - Fixed (4812)
Order copy - "Copy resource in charge" would copy the resource even when toggled off - Fixed (4258)
File table markup in outgoing email not fetching the “File name” - “File name” replaced with “Step broadcast file number” (4964)
Correction orders - “project” field is not copied over - Fixed (5093)
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API related development and bug fixes
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