Handyman Office 9.6.4

Highlights

• Re-planning of synced orders are now controlled from the office

• Added important new features to users of the Event-module

• New options for service order generation

Resource planner

Re-planning of already synced tasks/orders

Very often plans change because of sickness and changes in priority.

If the task was already delivered to Handyman Mobile, the Office planner could not easily move the task to a different person.

• Re-planning can now be done by drag & drop
• The system will automatically clean up the task from the previous user and make sure syncing removes the participant from the order

Event module

New event type

Many companies have commitments on when to finalize a job instead of when to start it. The new event type takes care of this:

• Relative to when order finish was planned
  • Same logic as when planned start was planned

Warning can be before deadline, making it possible to warn about upcoming commitment or inform customer about planned completion ahead of time.

Improvements to manual events

With manual events you can keep track of project milestones, important tasks and actions. We have now new options so that more strict workflows can be defined:

• All manual events can be related to previous events
• This makes it possible to strictly define the sequence of work to be done; A manual task with relation cannot be done before the related event is finished.
• If the related event was cancelled/dismissed, rules can be set to automatically dismiss itself or/and send a message

Other improvements to events

• It is now possible to require additional information before an event is finished
  • User must give extra info on Mobile or in Office to finalize the event
  • This information is available in the event-api used for integrations so that more complex signalling to external systems can be made
• An event can trigger the start date to be set on an order that is has not been started yet
• New option to let any Office user close an event.
  • This is useful when some order actions are handled by a Call center and such that are not a formal participant on the order.

Logistics

New features for complex material flow

New options to handle flow of planned material together with ERP systems

• Planned material can be sent to ERP immediately after creation in Handyman
  • Used when ERP is responsible for purchasing/picking the material and signal when it is available
  • Other registrations can be held back until order is completed

• When ERP sends planned material back to Handyman with ErpPicked=1 some restrictions apply
  (Used when material availability decides the planning of the order)
  • Not possible to change anything other than Approved and Actual quantity, everything else is locked
  • Actual Quantity cannot be larger that planned
  • Rules apply both to Office and Mobile

New settings for better control of store content

• Article number must be from pricelist or miscellaneous material
  • Input of material with number not in pricelist not allowed

• Store adjustments requires from/to store
  • Not allowed to say that change of store content comes from/is returned to external source

• When using only parts of planned material, a store for the remaining items must be specified

Service module

Service order generation

Two new options to control how service order are generated

• When splitting into several orders by site, an option is now to split by top level site rather than nearest parent of equipment
• Split into several orders if equipment responsible is different

Other changes

• Added ID column to employee dropdown where identical names in dropdowns would make it impossible to select the correct person

API changes

REST (Common API / Handyman API)

• ERP Order number is now correctly auto-generated
• Fixed problems related to workplace address duplication and more

XML 

• Support for finishing orders from ERP
• ErpPicked flag on Material
• http://api.gsghandyman.no/ for full documentation

Other changes and important fixes

• Invoice
  • Supporting upload to secure FTP address SFTP

• Synchronisation

  • Free order with delayed delivery was not sent to mobile when delay limit was reached

  • Order with delayed delivery will not sendt to mobile until planned date is specified

• Checklists
  • New checklist templates for heating cables from XXX, XXX

•  Reports
  • Edit SQL Queries in Query builder in Report editor

• Logistics

  • Handyman ID column added to supplier list view

• Order
  • Setting to allow editing of order number coming from ERP system
  • Participant settings for sending historic registrations revised

  • Checklist report did not hide not relevant subitems if main point has rule for hiding if "not relevant"

• General stability improvements

Updates 9.6.4