Highlights

Create new orders from Resource Planner icon
Create new orders by right clicking in the Resource Planner
Open order directly from task in Resource Planner
Setting to allow Resource Planner to open on startup

Updates 9.7.1

Date	Build	Comment
2023-04-26	9.7.1.31328	Initial release
2023-04-28	9.7.1.31330	Fix for new feature to send one order per XML-export to ERP UI fix to display filterbuttons in single screen installation tree header
2023-05-19	9.7.1.31338	Improved stability for documentimport via XML Improved stability for export XML files with option to export one order per file Ensure that export is shown in order export log Bugfix in Hours approval when creating new hour entry based on an existing Ensure that “new” button is working as expected for Salary codes, Employee, Store, Customer, Wholesaler Set correct menu position for “Show order” and “New order” when right click in planner calendar Ensure that correct start+end date is set when selecting period in planner and creating new order Improve handling of planned quantity for material on orders.

Features in Resource Planner

Creating new orders from the resource planner.

Until now, creating new orders and planning them visually in the resource planner have been two separate tasks. This can now be performed directly from the resource planner, saving the clicks and time spent on going back and forth from the Planner and the Order desktop.

To achieve this, we have introduced two user-friendly ways of creating orders.

A new icon has been implemented directly in the Planner. Clicking this icon will open the Order Wizard giving users the ability to create new orders directly from the Planner.

After creating new order, it will be highlighted and in focus in the Planner for further planning, adding participants, tasks, etc.

The new feature will optimize the workflow by combining order management and resource planning into one screen.

The new icon is placed here:

Right clicking the selected timeframe will give the option of New Order. It is also now possible to create new orders by selecting a certain time frame on a resource in the planner.

When clicking New Order form the right click menu, both participant and start and end time of the order are pre-selected in the Order Wizard. This provides the user to create, plan and adding resources to a new order in a quick and visual way.

View Order shortcut from Resource Planner

We’ve added the ability to quickly view all order details with a click in the Planner. Select an order in the planner and click the icon shown below.

The user will be taken directly to the Order Desktop to view the Order. This will help reduce time spent on finding the order from the task in the planner to make further changes, viewing details etc.

Employee

Hours approval module had incorrect records created when splitting hours of an existing registration

Service Management

Improved performance in service management contract as we only show the tree of the selected contract

Planner

Add new order functionality to Ressource Planner
Setting to select Resource Planner to open on startup
Open order from Resource Planner

Configuration

Hide the export tab in configuration invoice when the selected integration is based on messages

Invoice

Only selected invoices for export will be re-exported
Send invoice export messages to integration service when click on “Create Invoice”

Handyman-API

HM-API service is now able to detect new clients without a restart
Improved document handling for invoices
Added new fields to GET/POST method of invoice endpoint
Added support for reading invoice settings to Settings endpoint
New customer keep negative customer number even when invoice module is in use

XML Integration documentation is updated

http://api.gsghandyman.no/ for full documentation

Other

Opening reports or report designer could fail if menu plugins were activated
Ensure that german text fit in all the forms
HMO supports immediate notification of error events posted from integration service
Fleet system integration removed as it is replace by routing plugin
Allow Menu Plugins to interact with reports and the resource planner