Payroll XML Certified Payroll Report Enhancements

Transcription

1 Release 09/25/2015 AP Invice Entry Screen Csmetic Change The lkup fields n the invice entry screen were crrected t shw the full lkup value and autmatically adjust the width f the drp dwn field instead f cutting ff part f the descriptin n larger fields. This change was made n the jb field, phase field, gl accunt field, and the vendr field. MAR Payrll Reprt - Enhancement Payrll Check Detail Recnciliatin Reprt has been enhanced with new query ttals that test fr the payrll burden amunts between the Check Recrds (PRCHECKS) and the timecard recrds (TIMECARD) t reprt any differences. If any differences are encuntered fr the burden amunts, the will be identified at the emplyee ttal level as well as n the last page f the reprt as shwn: PRREP14D Payrll Check Detail Recnciliatin Reprt - Trans Date MAR Certified Payrll Reprts Csmetic Fix The check number field fr certified payrll reprts had t be widened in rder t cmpensate fr the new 700,000,000 check numbering series that is used fr direct depsit checks. The fllwing reprt files were updated fr the check number field fix: PRREP06A.618 PRREP06B.619 PRREP06C.617 Payrll Tax Calculatin Enhancement The Payrll tax calculatin rutine has been updated t trap any entries where there NO Pay Transactin Recrds fr an emplyee. Fr example, if a payrll check is generated fr an emplyee t reimburse a deductin amunt (negative deductin) and there are n ther pay recrds assciated with the timecard entries, the tax calculatin prcess will nw trap the prblem. Fr this type f situatin, yu will need t add tw ffsetting pay transactin entries usually a ne cent psitive amunt and a ne cent negative amunt. Payrll - BUG FIX When the payrll setting fr Unique Check Number Sequence fr Direct Depst Checks is enabled fr the first time, the assigned check number fr direct depsit checks was starting at 1 instead f This prblem has been crrected. Payrll XML Certified Payrll Reprt Enhancements A new reprt class and reprt frmat was added t the existing Certified Payrll XML Reprt ptin. This new reprt will nw respect linked jbs that are linked fr Cntract Status Purpses using the CS_JOB field and rll up the linked jbs int a single certified payrll reprt and a single XML File. PRREP06C.615 Certified Payrll Reprts XML Frmat 1 Linked Jbs New certified reprt frmat fr XML Exprt that cmbines linked jb entries n the same certified payrll reprt and XML File. NOTE: In rder t use this reprt ptin, yu will need t make sure that the XML Prject infrmatin fr all linked jbs are set up with the same infrmatin s that the data can be linked crrectly and rlled int a single XML file.

2 The XML File generatin rutine was updated t strip ut any ampersand & symbls frm the wrkclass field (AccuBuild Unin Descriptin field) in the XML file as this character is nt acceptable fr XML files. Califrnia Certified Payrll ecpr (XML) Reprting A new custm reprt is nw available fr Califrnia Custmers which prduces an XML Versin f the Certified Payrll Reprt which can be upladed t the new ecpr filing system as required by SB 854. Fr mre infrmatin n this new feature, please refer t the dcument entitled Ver9303_XMLCPR.pdf which is available n the AccuBuild Website Dwnlads page. AccuBuild Mbile 3.0 Enhancements New Mbile menu cnfiguratin settings have been added t the User Maintenance screen fr Quick Timecards, Webflw, and Weekly Timecard. These menus can nw be secured fr individual users. Three new cnfiguratin ptins are nw available fr AccuBuild Mbile which are glbal settings fr all users. These new ptins can be fund n the Mbile Time Card Settings tab and include Equipment, Prductin Unit Settings, and Crew Settings: Equipment List Settings This ptin allws yu t display the lkup equipment list based n the master list f all equipment, r just the equipment that is currently lcated n each prject. Prductin Unit Settings This ptin allws yu t set which type f prductin units are entered via the AccuBuild Mbile Prgram, either prductin units by Jb Cst Phase, r Prductin Units by Detail Item. Crew Settings fr Daily Reprt Timecard Entry This ptin can be set up fr shwing ALL Crews n the Crew List OR t nly shw Crews that the current user is a member f. Tw new ptins have been added t the Mbile / Clud Settings tab fr AccuBuild Mbile which include a debug lg and a timeut setting. Debug Lg Enabled A new cnfiguratin ptin has been added t the AccuBuild Mbile Settings screen fr enabling and disabling the SLQ Debug Lg fr AccuBuild Mbile. Check the bx entitled Debug Lgging Enabled t turn n the debugging feature and uncheck the bx t turn the debugging lg ff. The debug feature will keep an

3 audit trail f each stred prcedure call frm the AccuBuild Mbile prduct and will lg the infrmatin in the SQLLOG Table lcated n the glbal dictinary cnnectin f the AccuBuild Prgram. WARNING This lg shuld nly be enabled fr shrt perids fr debug purpses nly and shuld NOT be left enabled fr a lng perid f time as the debug table will accumulate a large number f recrds in a very shrt time. Inactivity Lgut Setting This setting is used t set up the number f minutes the AccuBuild Mbile sessin will wait when there is n activity frm the user befre the user is autmatically lgged ut f the mbile applicatin. A new stred prcedure called abm_dailyreprtadmsfile_upladsingle was added fr uplading pictures t the Daily Reprt fr AccuBuild Mbile 3.0. The Daily Reprt list was updated in an earlier release t nly shw the Daily Reprts that were created by the lgged in User. This prcedure has been updated t shw all daily reprts regardless f which user created the reprt. Prject Management Daily Reprt BUG FIX On the Daily Reprt Persnnel Tab, the default emplyee fields were nly wrking when the drp dwn arrw was used t select the emplyee. If the emplyee number was typed in manually, the defaults were being ignred. This prblem has been crrected. Accunts Payable Invice Ruting / Apprval Tab Order The tab rder fr the invice apprval screen was crrected t flw crrectly frm field t field. AccuBuild Blg Updates A new text file entitled AccuBuildBlgRSSFrameExecuteFailure.txt is nw written t the AccuBuild Prgram directry when a failure is encunted during the cnnectin t the AccuBuild Blg Website. A new INI setting entitled UserAgent was added t the AccuBuildRSS ini file which cntrls the AccuBuild Blg launch. The User Agent ptin is ptinal but allws yu t verwrite the text setting fr the HTTP cmpnent which is currently set t the fllwing string by default: Mzilla/5.0 (Windws NT 6.1; WOW64; rv:12.0) Geck/ Firefx/12.0 Purchase Order A/P Invice Entry Screen Crrectin Fr P/O A/P Invices that are entered thrugh the invice ruting prcess, the line items in the lwer left side f the entry screen were nt in rder by item number. This issue has been crrected. MAR Jb Cst Reprt Crrectin The Jb Cst Capsheet Reprt Jb / Phase / Cntract Ttals had a prblem with the frmula calculatin entitled X PrjectedPrfitLss which has been crrected in this update. (JCREP02D.510). AccuBuild User Database Dictinary Enhancements The User Database Dictinaries will nw have permanent links available fr cnnecting t the cmpany (CLink) and glbal (GlLink) dictinaries fr prcessing SQL Script cmmands. Jb Cst Jb List Csmetic Changes

4 G/L Expense Accunt Field The Tab Order fr the Estimate Detail items Cst Estimate Tab has been mdified t nw include the G/L Expense Accunt Field in the tabbing cycle BEFORE the Save Buttn is highlighted s the this field is included in the nrmal entry flw fr estimate detail recrds. Histry Tab Refresh All f the Histry Tabs will nw autmatically be refreshed when any Histry Tab ptin is selected fr a jb. The Histry Tabs will als be autmatically refreshed when mving frm jb t jb n the screen. These refresh ptins will nw autmatically handle the Cntact Billing Lkup and the Miscellaneus AR Invice Lkup as well withut the need t click these respective lkup buttns. Accunts Payable BUG FIX The Hand Written Check screen was nt displaying the jb cst phase field prperly fr check entries that were linked t an invice reference number. The phase cde was psting crrectly but the screen was nt displaying the prper phase value. This was a csmetic change and has been crrected. Client Screen Csmetic Change The Acct Tab n the Clients Screen was nt displaying the fields prperly when they did nt exist in the lkup cntrls fr the default Jb Cst Phase, G/L Expense Accunt, and the Payment Terms. These fields will nw display the actual value fr the selected client when they n lnger exist in the assciated lkup tables. Dcument Ruting Enhancement The AccuBuild screen viewer which handles the scanned and imprted TIFF dcuments is nw set up as a NON MODAL frm fr the Ruting Invice Screen as well as the Invice Apprval Screen. This means yu can nw pen up a scanned r imprted frm and have the screen pen while entering AP Invice entries r updating the Invice Ruting Infrmatin Screen. NOTE: Be sure t clse the image viewer screen if yu make any changes t the image s that the changes are saved with the dcument. If yu d NOT clse the image frm, it will be clsed autmatically when the calling frm is clsed. MAR PM Frms The datapipe entitled PMFrmsJbInf which is prduced fr all the MAR frms fr the PM Lg nw cntains the address fr all cntact rles n the prject. User Defined Fields New Reserved UDF Fields fr the Jb Estimate Detail Table (ESTDETL) With the release f the new Prductin Units by Detail Item ptin n the Jb Cst Menu, there are 3 existing User Defined Fields in the ESTDETL table fr Jb Detail items that MUST be reserved when using the Prductin Units by Detail Item ptin. The User Defined Screen fr the Detail Items has been update t highlight these new reserved fields which include the fllwing: UDFNumber3 Task Number UDFChar1 Unit f Measure UDFMem3 Bid Item Cmments Prject Management COR LOG Enhancements COR Cst Breakdwn Screen The requirements fr billing phase and cst phase linking t the accunting system have been updated s that if the COR breakdwn item is marked as COST ONLY, then nly a Cst Phase is required, and if marked BILLLING ONLY, then nly a Billing Phase is required. Previusly, bth cst and billing phases were required when either f these tw checkbx ptins were selected.

5 The Accunting Links Buttn has been renamed t COR Links and a new ptin was added t the COR Links Buttn fr Linking items t prductin unit tracking (Bid Items). Added the COR Links Buttn pp up menu t the bttm grid as a right click pp up menu ptin as an alternative t using the COR Links Buttn. The Manual Link ptin fr a single COR Breakdwn Item has been updated t respect the new business rules fr allwing an item t be linked s that Cst Only items will nt require a Billing Phase and Billing Only Items will nt require a Cst Phase. Tw new entry fields were added t the COR Breakdwn screen fr Estimated Units and Cntract Units. Database Structure Update The Database Versin has been updated t Versin 9.4 fr this release and includes sme new fields fr the Estimate Detail Items table and estimate imprt batch table alng with several new cmpany tables which are required fr the new Affrdable Care Act (ACA) reprting at the end f the 2015 Calendar Year: ESTDETL Added new fields fr prductin unit tracking PRODTASKS New Task Master List fr Prductin Units by Detail Item Tracking AATRIXCOMPANYINFO New Cmpany Inf Table fr Aatrix Tax Frm Fields AATRIXALEINFO New Cmpany Inf Table fr new ALE Infrmatin fr ACA Reprting AATRIXAGGINFO New Cmpany Inf Table fr Aggregated ALE Grups fr ACA Reprting AATRIXECVINFO New Emplyee Health Insurance Cverage Inf Table fr ACA Reprting AATRIXECVTEMPLATE New Health Insurance Plicy Plan Master Table fr Tracking ACA Health Plans AATRIXECIINFO New Emplyee Dependent Cverage Inf Table fr ACA Reprting AATRIXOCPINFO New Emplyee Other Cverage Inf Table fr ACA Reprting IMESTBAT User Estimate Imprt Batch Table has new fields fr prductin unit tracking Jb Cst Estimate Imprt Enhancement The Estimate Imprt feature has been updated with 4 new field mappings: PrdUnitTaskNumber Prductin Unit Task Number CORCategry Change Order Request Categry Number UnitOfMeasureAbbr Unit f Measure Abbreviatin) PrdUnitBidItemNtes Prductin Units by Detail Item Bid Item Ntes New Business Rules were added t the estimate imprt prcess when imprting Prductin Units by Detail Item t make sure duplicate Bid Item Numbers are nt imprted at the same time. Psting f the imprt recrds will be rejected if duplicate Bid Item Numbers are encuntered. User Maintenance Screen Update If the Current User Only setting is enabled fr AccuBuild Mbile, the user Emplyee Number field must be set up befre the setting can be saved. Emplyee Numbers need t be assciated with the User Settings in rder t have this setting wrk prperly fr the AccuBuild Mbile Prduct. Aatrix Tax Frm Prcessing Enhancements The State Unemplyment Tax Rate was nly shwing 2 digits past the decimal place which was nt wrking fr sme state rates and the rate had t be adjusted manually n the Aatrix tax frm. This prblem has been crrected and the tax rates will nw extend up t 4 decimal places.

6 A new menu ptin has been added t the Payrll Cntrls menu entitled Aatrix Settings which cntains basic tax frm fields fr tax frm prcessing alng with new ACA Fields which will be required fr the 2015 Calendar Year End: A new menu ptin has been added t the Payrll Menu entitled ACA Emplyee Recrds which will be used t track all emplyee health insurance infrmatin fr the ACA reprting which is required fr Calendar Year MAR Jb Cst Reprt Crrectins

7 The fllwing reprts had a prblem with the frmula calculatin entitled X PrjectedPrfitLss which has been crrected in this update: JCREP02D.506 Jb Cst Capsheet Jb / Phase / Accunt Ttals JCREP2D1.511 Jb Cst Transactins Psting Date / Cntract Ttals JCREP2D1.516 Jb Cst Transactins Trans Date / Cntract Ttals Cmpany Table Audit Trail Management Updates The SQL Scripts fr the Audit Trails n Cmpany Tables was updated t add specific errr cde handling with a new errr cde f 700 t help identify any exceptin errrs that ccur when a table audit trail is enabled and the audit trail functinally is causing prblems with nrmal prcessing. The Audit Trail Cmpany Table selectin has been updated t exclude the ESTDETL and JOBLIST tables frm being audited as these tables already have built in audit tracking in the AccuBuild Prgram General Jurnal Screen Csmetic Fix The Descriptin field in the General Jurnal Screen has been widened in rder t fix the prblem where sme f the lnger accunt descriptins were being truncated. Prductin Units by Detail Item Enhancements The Prductin Units by Detail Item screen has been updated with several new enhancements including the ability t edit bid items and tasks, full audit trail lkup f detail item changes and imprved grid navigatin and clr highlighting fr recrding prductin units and hurs. Update Bid Items A new buttn is available at the tp f the screen fr updating Bid Items n a jb. The update ptins include adding new bid items and editing existing bid items:

8 Add Use the Add Buttn t add new Bid Items t the existing Cst Phase n the jb. Edit The exiting Bid item Infrmatin can be edited by simply changing the infrmatin in the grid. Any changes will be kept in the bid item audit trail recrd. Delete Use the Delete Buttn t remve existing bid items frm the jb. Nte: If the Bid Item cntains child task recrds, yu will need t delete the task recrds befre the bid item can be deleted and the fllwing dialg screen will be displayed: Audit Trail As each Bid Item is highlighted n the grid, the bttm status bar will indicate any changes that have been made t the bid item fr audit trail purpses. The mst recent change will be displayed (if any) alng with the User Name that made the change and the date and time f the last change. T drill dwn and see cmplete details n ALL changes t the Bid Item, simply click n the status bar and a grid will be displayed shwing details f all fields that were changed including the Original Field Value, the New Field Value, the Use that made the change and when the change was made: Update Tasks A new buttn is available abve the tasks grid fr updating Bid Item Tasks fr the selected Bid Item. The update ptins include adding new task items and editing existing tasks.:

9 Add Use the Add Buttn t add new Tasks t the existing Bid Item. The new task will be added t the grid and the task infrmatin can then be edited inside the grid fields. Edit Any task can be edited by simply changing the infrmatin in the grid. Any changes will be kept in the task audit trail recrd. Delete Use the Delete Buttn t remve existing tasks frm the bid item. Nte: If prductin unit transactin recrds exist fr the selected task (units and/r hurs), yu will be warned with the fllwing dialg screen. Fr best practices, if yu are ging t delete a task with prductin transactins, yu will prbably want t make a reversing entry agains the task t bring the ttal units and hurs t a zer balance. Task List The Task List Buttn is used t maintain a master list f tasks fr each jb cst phase and t cpy these tasks int the current Bid Item.

10 The Task List is autmatically filtered fr the current jb cst phase when the screen is pened as shwn at the bttm f the screen. Yu can simply remve this filter t update task items fr ther cst phases. New Use the New Buttn t add a new task t the task master table (PRODTASKS). IMPORTANT Nte: The Task Descriptin must be UNIQUE fr each task within the same cst phase. If the descriptin is nt unique, yu will get an invalid key index errr. Yu can crrect the descriptin t make it unique r simply press the ESC Key cancel the entry. Edit Any task can be edited by simply changing the infrmatin in the grid. Delete Use the delete ptin t remve ne r mre tasks frm the taks list. Use the Shift+Click r the Shift+Up/Dwn Arrws t select multiple recrds fr deleting. Attach Selected Tasks t Bid Item This ptin can be used t cpy ne r mre tasks t the current Bid Item. Use the Shift+Click r the Shift+Up/Dwn Arrws t select multiple recrds fr deleting. Audit Trail As each Task is highlighted n the grid, the bttm status bar will indicate any changes that have been made t the task fr audit trail purpses. The mst recent change will be displayed (if any) alng with the User Name that made the change and the date and time f the last change. T drill dwn and see cmplete details n ALL changes t the Task, simply click n the status bar and a grid will be displayed shwing details f all fields that were changed including the Original Field Value, the New Field Value, the Use that made the change and when the change was made:

11 MAR Reprt Prductin Units by Detail Item Enhancement The data pipes fr the Prductin Units by Detail Item have been updated t include the task number field and the assciated reprts have been updated t srt the tasks in rder by task number. The fllwing reprt frmats were updated: PMREP Prductin Units by Detail Item PM Reprt PMPDNUN1.455 Prductin Units by Detail Item PM FORM Prductin Units by Detail Item Enhancements The Prductin Units by Detail Item Feature has been restructured t handle multiple sets f Master / Task recrds fr the same Bid Item Number by using rlled up ttals in the prductin units input screen. Yu can nw have unlimited sets f Bid Items representing the same Bid Item Number and the ttals will be rlled up fr the Bid Item Reprting Screen. This will nw handle situatins where adjustments need t be made t the prductin unit hurs and amunts due t additinal change rder wrk r estimate adjustments as shwn in the fllwing example: (BID ITEM NO) (BID ITEM TYPE) (PARENT ITEM NO) ITEM DESC HRS UNITS SCHEDULEIDTASK3A SCHEDULEIDTASK3B SCHEDULEIDTASK3C 25 Strm Drain Dig Pur Backfill COR 3 Add 25 feet Dig Pur Backfill EWO 14 1 ft deeper Dig The abve Prductin Entries are nw rlled up by Bid Item Number fr transactin entries: Strm Drain Dig Pur Backfill NOTE: Rll Up Ttals fr prductin unit tracking will be based n Bid Item Number, Bid Item Type, & Task Descriptin

12 Jb Cst Business Rule Enhancement fr Estimate Detail Items Jb List Detail Items Tab The Jb List has been updated t check fr date issues with jb detail items n the Item_Date field. These items will nw be treated with the same business rules as the accunting transactins. This will be very useful fr lcking in WIP Schedule ttals after a mnth end clseut and prevent estimate and cntract amunts frm being changed after a clseut. When editing a detail item that is linked t a cntract billing (nn zer billing phase), new business rules will nw blck any changes fr items that have already been billed. Editing f the item fields will still be allwed, hwever the item billing fields will be set fr read nly and cannt be adjusted. The billing fields that will be set t read nly include the Billing Phase, G/L Revenue Accunt, Cntract Units, Cntract Unit Price, and the Cntract Amunt. In additin, a message will be displayed in Red Text indicating the prir billing field name that is triggering the read nly settings. Use the detail item grid n the upper prtin f the screen t lcate the field name that cntains the billing amunts as shwn with the Item_Ttal Field: This new feature will nw prevent issues when cntract billings are vided and the vid prcess fails because the billing fields have been edited r cleared after billing ttals have been psted t the detail items. If the related billings are vided, and the ttals are set back t zer, yu will be able t edit these billing fields. Sub Payment Sheet / Estimate Buyuts The Sub Payment Sheet / Estimate Buyuts Screen has been updated t check date fr new buyut items and enfrce the same business rules as ther accunting transactins. Bth the prir perid and the future perid rules will be checked befre allwing the items t be added.

13 Jb Detail Items The Jb Detail Items Screen has been updated t enfrce the transactin date business rules fr Jb Detail Items that are enfrced n the Detail Items tab f the Jb List. Edit Item If an item is edited and billing ttals have been psted fr the item, then the billing fields will be set t read nly mde s that the fields cannt be changed. When these fields are set t read nly mde, a message will be displayed in Red Text indicating the prir billing field name that is triggering the read nly settings. Related COR Items If the Related COR Items screen is pened up, the business rules fr this screen fr transactin dates and billing ttals will als be applied fr the Edit Item ptin as well as the Clear Links ptin.

14 COR Grup Pricing Breakdwn Screen The COR Grup Pricing Breakdwn Screen has been updated in several areas t enfrce the transactin date business rules fr Jb Detail Items. In additin, when editing a detail item that is linked t a cntract billing (nn zer billing phase), new business rules will nw blck any billing field changes fr items that have already been billed which will prevent COR breakdwn amunts n cntracts fields frm being changed nce they are billed.

15 Item Status Bar A new status bar has been added belw the COR Llinks Buttn t shw the accunting link status fr each breakdwn recrd. The accunting link status represents the Jb Detail recrd infrmatin when a link has been establised between the breakdwn item and the accuting system. If the status is displayed in red text, then yu will NOT be able t edit the recrd due t an invalid date r histrical billing ttals fr the item. If the item is enabled fr editing, then the status infrmatin will be in blue text. The menu ptins n the COR Links Menu Buttn have been updated fr new business rules: COR Links Buttn Menu Optin The fllwing ptins fr the COR Links Menu Buttn have been updated fr date enfrcement business rules: Edit Links n Current Breakdwn Item This ptin will nw check the detail item date (fr linked items nly) and will nt allw the links t be edited if an invalid date is encuntered n the item. If the dates are OK then the COR Categry Breakdwn Accuting Links Screen will be pened fr editing. This screen will enfrce the transactin date business rules fr the Item Date and the Apprval Date. If an invalid date is entered, it will autmatically revert back t the riginal date and cancel the date change. If this screen is pened fr a detail item that has histrical cntract billing ttals, then the Prir Billing Message will be displayed at the bttm f the screen in red text.

16 Link ALL Displayed Breakdwn Items This ptin will nw check the current date which is used fr Linkingdetail item date (fr linked items nly) and will nt allw the links t be edited if an invalid date is encuntered n the item. Clear Links n ALL Displayed Breakdwn Items This ptin will nw check the current date which is used fr Linkingdetail item date (fr linked items nly) and will nt allw the links t be cleared if an invalid date is encuntered n the item. In additin, the billing ttals fr the detail item will be checked t make sure there are n histrical billings assciated with the item. If histrical billings exist, then the link will nt be cleared. Change Billing Phase n Selected Items This ptin will nw check each breakdwn item t see if it is linked t accunting. If the item is linked, the the billing phase will nly be changed if the item date is valid (nn prir perid) and there are n billing ttals assciated with the item. Delete Buttn The delete ptin will nw check the date f any linked detail items t make sure the item date is valid and that the item des nt have any histrical billing ttals. If the test n the linked detail item fails, the recrd will NOT be deleted. Estimate Imprt Screen The estimate imprt screen will nw validate the item date n the imprt recrds and make sure the dates fllw the accuting business rules. If the dates are invalid, the psting prcess will be cancelled. This validatin prcess is fr estimate recrds that are imprted directly t the jb recrds in the ESTDETL table. NOTE: Estimate recrds that are imprted t the COR Breakdwn Screen d NOT have t be validated fr the accunting date business rules. The validatin will be dne when and if these imprted recrds are linked t accunting. Update / Edit Prductin Unit Bid Items Screen The Update / Edit Prductin Unit Bid Items Screen has been updated t enfrce the business rules fr transactin dates and prir billing ttals n detail items. The Bid Item Units field and the Cntract Amunt field will be disabled when the business rules are being enfrced. In additin, a red status bar will be displayed at the bttm f the grid in rder t ntify the user that the item amunts cannt be changed. The Delete Buttn has been updated t make sure the business rules are nt vilated befre allwing a Bid Item frm being deleted. Update / Edit Prductin Unit Tasks

17 The Update / Edit Prductin Unit Tasks Screen has been updated t enfrce the business rules fr transactin dates n detail items. The Estimated Units field and the Estimate Hurs field will be disabled when the business rules are being enfrced. In additin, a red status bar will be displayed at the at the bttm f the grid in rder t ntify the user that the item amunts cannt be changed. The Delete Buttn has been updated t make sure the business rules are nt vilated befre allwing a task t be deleted. Prject Management Enhancement Estimate Imprts fr COR Breakdwns The COR Breakdwn screen nw integrates with the Estimate Imprt feature f AccuBuild which allws fr spreadsheets t be imprted directly t a Change Order Request (COR). The Estimate Imprt Screen fr Changes rders has sme slight changes n the user interface in rder t accmmdate the imprting f recrds directly t the COR Breadwn Recrds in Prject Management.

18 Change Order Request Inf This grup bx shws the jb number, change rder request (COR) number, and the Master PMID recrd number fr the PROJMGMT table that the imprt recrds will be linked t during the imprt. Each f the imprted recrds will be flagged as COR Breakdwn recrds and autmatically linked t the COR. Pst t COR The pst buttn prcess will pst the recrds t the COR instead f psting directly t the jb. Once the psting is cmplete, use the Clse Buttn t clse the screen and return t the COR Breakdwn Screen. Imprt Structure Change The Imprt Structure has been updated with a new field s that yu can include a COR Categry number with the imprt if desired.

19 Prject Management Daily Reprt Change The time card entries n the Daily Reprt Screen in Prject Management will nw set the rate type t Regular Pay (Type 1). Previusly this field was left blank and had t be updated in the time card wrksheet screen. File Menu New Clse Prgram Cnfirmatin Dialg A new menu ptin has been added t the File Men entitled Enable Cnfirmatin Dialg n Clse f Prgram. When this ptin is checked (enabled), the user will be prmpted with a cnfirmatin screen befre the prgram is clsed. This can be very useful when yu have several full size screens pen and yu accidently clse the AccuBuild Prgram by mistake.