Contents 1. License Agreement Added in Settings Improvement in Inspection Report Precision for Decimal Values

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2 Contents 1. License Agreement Added in Settings Improvement in Inspection Report Precision for Decimal Values Inspection Console Admin Checkbox Added in Rights Default Data Display (Last 5 & 10 Records) Changes in Admin Inspection Console In INSP/Cal, the Labor Craft Code of Employee/ Contractor will appear in Work Order Master /Work Order /Closed Work Order/Inspection Report Estimated Hours Field Added (Admin Inspection Console) Inspection Cost Deduction as per Employee/Contractor Labor Craft is also completed (Work Order Module) Inspection Added to Multiple Modules: Improvements to Time Card Page Report: Three Reports Merge into One Report (Inventory Location with Cost) Visible Role Removed from Access Rights (Attachments of all Modules) Reorder List - Shopping Cart Icon Language Field in User Module (Mandatory Field) Requester Field Will be Shown (Work Order Creation from Service Request) Notification for Service Requests (per Facility) is Automatically Checked Work Order Master Template (Toggled Between Off or On) CurrencyLayer API (Updating Currency Rates) Improvements to KPI s Memory Optimized Speed on Multiple Pages Have Improved Cost Data Allows for Quicker Processing and Reporting Download Files Added to General Category (Settings Module Drop-Down) Non-Support of PO Cancellation (When Partially Received) Past Overdue Icon Removed if PO is Fully Received Year and Cost Center Name Added at Header (Cost Centers) Barcode Print Added in Inventory Module Forgot Password Text Style Changed

3 30. Show and Hide Access Right Feature Date Type Field Option Removed from the Proteus MMX UI View Planner, Reports, and Settings Removed from Quick Links PO Export Feature Added for Specific Accounting Package

4 1. License Agreement added in Settings NOTE: If the user agrees to this license, he or she will get Proteus MMX permission. For the first time and every time when the system (Proteus MMX) updates, the user will get this agreement as he or she logs in. 3

5 2. Improvement in Inspection Report (i) GRAPH (count, numeric [range]) is an option for the graph that will be located at the top of each section for numeric/decimal/range values. NOTE: Graph will be shown only for count and range values. Graph will also show latest 5 or 10 records as per user select no. of records in view last work orders. 4

6 (ii) Excel report is a feature also added in inspection report. 3. Precision for decimal values (range) is dynamic from Proteus MMX settings (the user must hard code to 4 decimal values), in Inspection Admin Console 5

7 4. Inspection Console Admin Checkbox Added in Rights. Feature Access Instructions: 1. Hover above the Rights module drop-down menu 2. Select Users from the menu 3. Highlight a user s record from the navigator 4. Click the Edit icon NOTE: If Inspection Console Admin is checked for any user then that user can login in inspection admin console. 5. By default, Proteus MMX will show the last five work orders data in the inspection report (asset), and the option is added to choose from the last 10 work orders data as well (dropdown) 6

8 6. There are some changes in Admin Inspection Console: a) Adding one more option N/A to YES/NO b) Adding logic to set Pass/ Fail to YES/NO NOTE: YES could be either positive or negative, if YES is positive then it s Pass and Fail for negative. As user select Pass/Fail for YES, NO would be Fail/Pass automatically. 7

9 7. In INSP/Cal, the Labor Craft Code of Employee/ Contractor will appear in Work Order Master /Work Order /Closed Work Order/Inspection Report 8. Estimated Hours field added in Admin Inspection Console. NOTE: This estimated hour will be shown all inspection related pages. 8

10 9. Inspection Cost Deduction as per Employee/Contractor Labor Craft is also completed in Work Order module 10. Inspection Added to Multiple Modules: i. Work Order ii. Work Order Master iii. Time Card iv. Planner v. Closed Work Order vi. Labor Load Balancing vii. Labor Planner 11. Improvements to Time Card page 9

11 Task Page: Inspection Page: 10

12 12. Report: Three reports merge into one report (Inventory Location with Cost) i. Inventory Cost ii. Inventory Location iii. Inventory Location by Part Number 13. Visible role removed from Access Rights in Attachments of all modules 11

13 14. Reorder List - Shopping Cart icon 1. When a user creates a Requisition or PO from anywhere, then icon should be displayed in the reorder list. 2. The user can select multiple records and create the requisition; and an icon will be shown for all selected parts in Reorder List. The user will create the requisition and select multiple parts that are listed in Reorder List, then an icon will be shown for all parts. 12

14 15. Language turned to mandatory field in User module 16. Requester field will be shown only when work order is created from a service request NOTE: If requester is given in the service request, then at acceptance, it ll be shown in the work order but if not given, then requester field will not show Notification for Service Requests (per facility) is automatically checked - Mail will only trigger at creation of a service request. NOTE: If the above permission field is checked, then the employee of the concerned person will get only once when a service request is created. 13

15 18. Work Order Master Template Feature Can be Switched Off or On. 19. Proteus MMX now uses CurrencyLayer API to update currency rates 14

16 20. Improvements to KPI s NOTE: If there are any additional questions about improvements made to KPI s, please contact the Eagle Technology Tech Support Team ( ) for further information. 21. Memory Optimized The memory optimization allows system operations to runner smoother and more quickly, enhancing the user s experience. 22. Speed on multiple pages have improved i. Requisition >> Part Tab >> Add Stockroom Part Dialogue. ii. Requisition >> Part Tab >> Add Stockroom Part Dialogue After Save iii. Purchase Order >> Part Tab >> Add Stockroom Part Dialogue. iv. Assets v. Work Order vi. Assets System >> Edit Page >> Closed vii. Assets System >> Listing viii. Closed Work Orders >> View Page >> Closed ix. Closed Work Orders >> Closed Work Orders >> Listing x. Planner 15

17 23. Extra tables have been added in database. Cost data will allow for quicker processing and reporting 24. Download Files added in General category, under Settings drop-down menu Feature Access Instructions: 1. Hover above the Settings drop-down menu 2. Select Download Files, under General section 16

18 NOTE: Proteus MMX allows the customer to download files from a path (the path is configurable), and this feature can be switched off or on. 17

19 25. Proteus MMX does not support PO cancellation when it has been partially received The user will get an alert when trying to cancel any purchase order when it s received fully or partially. Feature Access Instructions: 1. Hover above the Purchasing module drop-down menu 2. Click on Purchase Orders from the drop-down Step 1: PO created parts (stockroom and non-stockroom) and assets added. Step 2: Some or all parts/assets received. Step 3: When the user tries to cancel a purchase order; they ll get the following alert 18

20 26. In Proteus MMX, the Past Overdue icon has been removed when PO is fully received Past Overdue icon removed when parts (stockroom and non-stockroom) or assets are received successfully. Feature Access Instructions: 1. Hover above the Purchasing module drop-down menu 2. Click on Purchase Orders from the drop-down Step 1: Promise date is less than current date. Step 2: When the user receives the PO completely, then the Past Due icon will not appear, but the Received icon will. 19

21 27. Year and Cost Center name added at header in Cost Centers Feature Access Instructions: 1. Hover above the Company module drop-down menu 2. Click on Cost Centers from the drop-down 20

22 28. Barcode Print added in Inventory module, in Settings Barcode Print: There are two types of reports, Default and Custom. Step 1: Select any report type. Step 2: Go to inventory > stockroom >> stockroom parts. Step 3: Select any part and perform Barcode Print action. 21

23 Default Report: Custom Report: 22

24 29. Forgot Password text style has changed 30. Option added to show and hide Access Right feature, under Attachments Rights field added in Attachment, under Rights. (Added for all modules that have the Attachments feature) Feature Access Instructions: 1. Hover above the Rights module drop down-menu 2. Click Roles from the drop-down menu 3. Select the Attachments role from the navigator 4. Click the Rights drop-down field 23

25 31. In this version, Date type field option for the user fields is removed from the Proteus MMX UI. If the user wants to use any specific user field as a Date field, then they should contact Eagle Tech Support for assistance. Current user fields as a Date type will be not be impacted. NOTE: This will be enhanced in the future version. 24

26 32. View Planner, Reports, and Settings have been removed from Quick Links BEFORE: AFTER: 25

27 Specific to a customer: 33. PO Export feature added for a specific accounting package NOTE: 1. For part (stockroom part), Part User field 1 is required. 2. For Vendor, Vendor User field 1 is required. 26