Hey there, dear readers! We can't tell you how much we miss you!
Today's post is all about the awesome updates we released in January 2025. You're going to love what we have in store for you:
GL Codes/Service Items Distribution in VIM Invoice: using pre-allocation from Financial Accounts.
Auto Check In on Dispatch Days: variable settings in the Employee's Category and TK Configuration.
Beta of the Status dashboard: custom views.
Creating a new Site while creating a new Work Order
and more
GL Codes/Service Items Distribution in VIM Invoice
Big changes have been made to the distribution of GL Codes/Service Items in the VIM invoice. We’ve introduced a new setting that changes how GL Codes/Service Items are pulled into the expense allocation table.
In Fieldclix, we use GL Codes/Service Items to track financial transactions and then transfer this information to an accounting system.
Currently, using the vendor card or invoice category, we can set up a preliminary allocation of GL Codes/Service Items. This pre-allocation will automatically pull into invoices for that vendor or category and can be adjusted if needed.
The new configuration uses GL Codes/Service Items from Financial Accounts for the pre-allocation.
This means that in Fieldclix, you link a GL Code/Service Item to the required Financial Account. As a result, the distribution of Financial Accounts will match the distribution of GL Codes/Service Items for VIM invoices.
If you configure your Financial Accounts to identify GL Codes, you only have to allocate the upper table (FCX FA Allocation) in the VIM Invoice. And the lower table (Accounting GL Allocation) will be autofilled to match.
This setup simplifies the reconciliation of financial statements grouped by GL Codes in the accounting system with those by financial accounts in Fieldclix.
Manage the creation of employee time cards with tighter settings. We've added a new 'Automatically Check In on Dispatch Days' checkbox in the TK Configuration and slightly changed the logic for generating Time Cards on working days.
So we have 2 settings in the Employee Category to determine the automatic creation of Time Card and adding Check In hours.
And 2 settings in the Employee TK Configuration that restrict the conditions for creating Time Cards: only on working days, on dispatch days.
Many of you have already explored the beta dashboard and discovered some amazing features. But we wanted to highlight one of the standout tools—Custom Views! With Custom Views, you can create your own views of the dashboard to easily access to your custom reports to manage operational and financial data in the new Status Dashboard.
Create a new Site while creating a new Work Order
We've also added the option to create a new Site to the New Work Order modal window.
For example, you add a new Work Order to the Build Plan and want to assign it to the new Site.
A Site created within a Work Order will be related to the Build Plan Site or will be included in the Carrier Group Sites. The latter depends on whether the build plan's site is a site of type Carrier Group.
Other Changes
COD requests module in the mobile app — The "Store" field is now mandatory.
Build Plan Budget card — the Fill in the Amount from Sales Order button is available for Pending Budgets only.
And here's another small list of updates that were released in early January
BP Update Daily Comments
Add Daily Work Order Comment can now be added to closed Work Orders and in the Work Orders tab of the Build Plan web card.
Typically, field crews report the daily update of a Build Plan using the mobile app.
To do the same in the Fieldclix web portal, open the Build Plan web card, for example via the Status dashboard. Then navigate to the Work Orders tab, select a Work Order, right click to open the context menu and click Update Comment.
You can view the history of daily comment updates via the Build Plan History or the Daily Status dashboard.
Edit, Void, Delete, Copy Material Item (MI)
New actions have been added to the MI right-click menu. To access these actions, an employee must be assigned to the Warehouse Manager role.
Edit, Void, Delete — available for an MI that is not associated with a BOM.
Copy — copies a selected MI, but the SN number must be unique for all MIs except void. A Material Item copied from the void MI can have the same SN, since the void MI is already cycled out.
We'll be back in your inbox soon with more great content! Stay tuned for the next newsletter.
Hey there, dear readers! We can't tell you how much we miss you!
Today's post is all about the awesome updates we released in January 2025. You're going to love what we have in store for you:
GL Codes/Service Items Distribution in VIM Invoice
Big changes have been made to the distribution of GL Codes/Service Items in the VIM invoice. We’ve introduced a new setting that changes how GL Codes/Service Items are pulled into the expense allocation table.
In Fieldclix, we use GL Codes/Service Items to track financial transactions and then transfer this information to an accounting system.
Currently, using the vendor card or invoice category, we can set up a preliminary allocation of GL Codes/Service Items. This pre-allocation will automatically pull into invoices for that vendor or category and can be adjusted if needed.
The new configuration uses GL Codes/Service Items from Financial Accounts for the pre-allocation.
This means that in Fieldclix, you link a GL Code/Service Item to the required Financial Account. As a result, the distribution of Financial Accounts will match the distribution of GL Codes/Service Items for VIM invoices.
If you configure your Financial Accounts to identify GL Codes, you only have to allocate the upper table (FCX FA Allocation) in the VIM Invoice. And the lower table (Accounting GL Allocation) will be autofilled to match.
This setup simplifies the reconciliation of financial statements grouped by GL Codes in the accounting system with those by financial accounts in Fieldclix.
Read more of GL Codes and Service Items Distribution
Auto Check In on Dispatch Days
Manage the creation of employee time cards with tighter settings.
We've added a new 'Automatically Check In on Dispatch Days' checkbox in the TK Configuration and slightly changed the logic for generating Time Cards on working days.
So we have 2 settings in the Employee Category to determine the automatic creation of Time Card and adding Check In hours.
And 2 settings in the Employee TK Configuration that restrict the conditions for creating Time Cards: only on working days, on dispatch days.
Read more about in the article.
Customize the beta of the new Status Dashboard
Many of you have already explored the beta dashboard and discovered some amazing features. But we wanted to highlight one of the standout tools—Custom Views! With Custom Views, you can create your own views of the dashboard to easily access to your custom reports to manage operational and financial data in the new Status Dashboard.
Create a new Site while creating a new Work Order
We've also added the option to create a new Site to the New Work Order modal window.
For example, you add a new Work Order to the Build Plan and want to assign it to the new Site.
A Site created within a Work Order will be related to the Build Plan Site or will be included in the Carrier Group Sites. The latter depends on whether the build plan's site is a site of type Carrier Group.
Other Changes
COD requests module in the mobile app — The "Store" field is now mandatory.
Build Plan Budget card — the Fill in the Amount from Sales Order button is available for Pending Budgets only.
And here's another small list of updates that were released in early January
BP Update Daily Comments
Add Daily Work Order Comment can now be added to closed Work Orders and in the Work Orders tab of the Build Plan web card.
Typically, field crews report the daily update of a Build Plan using the mobile app.
To do the same in the Fieldclix web portal, open the Build Plan web card, for example via the Status dashboard. Then navigate to the Work Orders tab, select a Work Order, right click to open the context menu and click Update Comment.
You can view the history of daily comment updates via the Build Plan History or the Daily Status dashboard.
Edit, Void, Delete, Copy Material Item (MI)
New actions have been added to the MI right-click menu. To access these actions, an employee must be assigned to the Warehouse Manager role.
Edit, Void, Delete — available for an MI that is not associated with a BOM.
Copy — copies a selected MI, but the SN number must be unique for all MIs except void. A Material Item copied from the void MI can have the same SN, since the void MI is already cycled out.
We'll be back in your inbox soon with more great content! Stay tuned for the next newsletter.
The Fieldclix Team
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