Release 19/01/22 – WIP Dashboard – New columns added to the WIP search results table various sub tabs

In this release, we have made significant changes to the WIP Management Dashboard screen. This screen now has a many new columns to increase visibility and accessibility from this screen, as well as changes to the Search Criteria.

1. SEARCH CRITERIA UPDATES

Filter:

In this section, we have created a filter function, allowing users to search by a range of new fields not previously available on this screen.

Users can simply select the ‘Create Filter’ button, add any new field criteria from the dropdown, select ADD, name the filter and select OK or Save Filter. NOTE: This is where the previous fields available on the screen (eg. Forwarder, Broker, Client=Customer, etc) have been relocated to.

Renamed fields:

The following has been renamed:

1. ‘Search’ = ‘Search Type’
   1. ‘WIP+Profit – Import’ =’Imports’
   2. WIP+Profit – Export’= ‘Exports’
2. ‘Only with WIP Balances’ = ‘Only Show Jobs with a WIP Balance’
   1. rename combo box selection from ‘WIP’ or ‘ALL’ = ‘YES’ or ‘NO’

The Job Financial Status field:

Users can now search using multiple status’ by selecting more than one from the dropdown.

Also, we have changed the way users can search for ALL status types; previously, to show all jobs, users selected the ALL option from the dropdown. Now, to show ‘all’, simply leave this field ‘blank’.

Added Fields (Note: these 2 fields, currently cannot be searched at the same time):

1. Profit
   1. Users can search by a Profit range
2. Loss
   1. Users can search by a Loss range

Renamed fields:

1. ‘Not billed, but paid out’ = ‘Costs posted and no Revenue posted’
2. ‘Paid out > billed’ = ‘Costs posted are greater than Revenue posted’
3. ‘Billed but Not Paid Out’ = ‘Revenue Posted and no Costs Posted’
4. ‘Not Billed / Not Paid Out’ = ‘No Revenue or Costs posted’

2. TABLE COLUMN UPDATES

Search Results table:

The Search Results table has new columns added from financial data to job information to assist in traceability. New columns are:

1. For Imports:
   1.  House Bill after Job Number
   2. Master Bill after House Bill
   3. Rename Client to Customer
   4. Supplier after Customer
   5. Shipping Company
   6. Service Type
   7. Vessel/Airline
   8.  Job Class
   9. Destination Port
   10. Place of Receipt
   11. Load Port
   12. INCO
   13. Broker
   14. Forwarder
   15. Prepaid/Collect
   16. Co-loader
   17. Terminal
   18. Unpack depot
   19. Bonded Warehouse
   20. O/S Agent
   21. DG/Refrigerated
   22.  Delivery date

1. For Exports:
   1. House Bill after Job Number
   2. Master Bill after House Bill
   3. Shipping Company
   4. Service Type
      1. For AU: this is to have the following options:
         1. Forwarding Only
         2. Transport Only
         3. Transport and Forwarding
      2. For NZ: this is to have the following additional options:

1. Customs Only
2. Forwarding and Customs
3. Transport and Customs
4. Transport, Customs and Forwarding
1.  Vessel/Airline column
2.  ETA after ETD column
3.  House PPD
4.  House CCX
5.  Prepaid/Collect
6.  INCO
7.  Job Class
8.  Origin Port
9.  Destination Port
10.  Co-loader
11.  Terminal/LCL Depot
12.  Agent
13.  Delivery date
14. DG

Renamed columns:

1. ‘Bond’ to ‘Bonded Warehouse’
2. ‘ShipCo’ to ‘Shipping Company’

The various tabs in the ‘Details’ section of the screen have also had new columns added to maintain consistency with the Job Registration screen’s Charges tabs, as well as some column name changes.

WIPS

The following columns have been added to the WIP tab:

1. Bill to Party.
2. Bill to Party Name
3. Transaction Date
4. Invoice date:
5. Invoice Number
6. Currency
7. Exchange Rate
8. FXC Amount Paid
9. FXC Amount Billed
10. FXC balance
11. Prepaid/Collect

The following column has been renamed:

1. ‘Balance’ to ‘WIP’.

Furthermore, WIP transaction lines have been improved to have a tree structure, allowing you to see all transactions that have taken place against a GL code. When collapsed, the invoice details table will show as it previously did, showing the summed total paid/billed/journaled amounts. When expanded, each individual transaction will appear on its own line.

If you are viewing the collapsed version of the GL table, these fields will only be populated if all records match. Otherwise, some such as invoice number will read “multiple” while others will be blank (eg currency).

Job Financials

The following columns have been added to the Job Financials tab:

1. Bill to Party
2. Bill to Party Name
3. Transaction Date
4. Invoice date:
5. Invoice Number
6. Currency
7. Exchange Rate
8. FXC Amount Paid
9. FXC Amount Billed
10. FXC balance
11. Prepaid/Collect
12. GST paid
13. GST billed

We have removed the ‘Total Paid + Total Journal’ Column.

Furthermore, the transaction lines have been improved to have a tree structure, allowing you to see all transactions that have taken place against a GL code. When collapsed, the invoice details table will show as it previously did, showing the summed total paid/billed/journaled amounts. When expanded, each individual transaction will appear on its own line.

If you are viewing the collapsed version of the GL table, these fields will only be populated if all records match. Otherwise, some such as invoice number will read “multiple” while others will be blank (eg currency).

Debtors Invoice

The following columns have been added to the Debtors Invoice tab:

1. Exchange Rate
2. Due Date
3. Local Amount Excl GST
4. GST
5. Local Amount Incl GST
6. Payment Terms

We have removed the Amount column, as we have the 2 new Local Amount columns above.

The following columns have been renamed:

1. ‘Ex Rate’ = ‘Exchange Rate’
2. ‘O/S Amount’ = ‘FXC Amount’
3. ‘Billed’ = ‘Bill to Party’
4. ‘Billing Name’ = ‘Bill to Party Name’
5. ‘Owing’ = ‘Outstanding’
6. ‘House’ = ‘House Bill’

Creditors Invoice

The following columns have been added to the Creditors Invoice tab:

1. Exchange Rate
2. Due Date
3. Local Amount Excl GST
4. GST
5. Local Amount Incl GST
6. Payment Terms

The following columns have been renamed:

1. ‘Ex Rate’ = ‘Exchange Rate’
2. ‘O/S Amount’ = ‘FXC Amount’
3. ‘Amount’ = ‘Local Amount Excl GST’