Pacific Solutions JobRunner and FloorManager 2023 Release Notes - v23b8

These historical release notes cover the JobRunner and FloorManager v23b8 update. The information below reflects the features, requirements, and availability described at the time of this release.

This patch release builds upon v22b8.x and v22b10.x, introducing further enhancements and fixes. Pacific Solutions recommends assigning an internal education administrator to review release information and communicate relevant changes to staff.

Review previous release notes

Your current system version is displayed in the lower-right corner of the Admin screen. 

Successful updating guide

Before updating, we recommend that your internal education administrator:

1. Review the release notes for your system type (FloorManager or JobRunner).
2. Identify significant changes that may affect your workflows.
3. Watch the available training videos to understand each enhancement.
4. Discuss relevant changes with department heads and update internal procedures as needed.
5. Follow the instructions provided by Pacific Solutions. After updating, review Personnel Access Levels in Admin.
6. Review the previous major update information: V22 Budget and Contract Adjustments and Bob Noe's V22 Announcement .

System enhancements - v23b8

Administration

1. JobRunner Only: Enhancements were made to the JobRunner job controls. Privileges may now be set in a hierarchy of abilities through Admin > Personnel settings.

   This enhancement is intended to give controllers and managers oversight of job activities once a project is in progress. The goal is to maintain the accuracy and integrity of work-in-progress (WIP) reporting and the financial reporting it affects.

   Business controllers may have one level of access to make changes to jobs, while managers may have a lower level. Controllers and managers can unlock jobs and grant other users specific, supervised capabilities for a defined period of time.

   For example, a no-charge change order may need to remain open throughout a fiscal month so additional lines can be added. A controller with full permissions could unlock the change order and permit other users to add lines and modify budgeted costs until the end of the month.

   Other capabilities, such as changing line dates or looking up labor lines again, could remain restricted. The controller or manager determines which actions other users can perform and how long those permissions remain available.

   For more information, review JobRunner Project Controls .

   Important: When updating to this release, the ability to modify projects is restricted for all users until the appropriate permissions are assigned.

   Administrators must configure the Enable Unlocked RR Job Modifications permission in Personnel Access Levels. Daily activities may be significantly disrupted until permissions are configured for each user.

   Important: If JobRunner Project Controls restrictions were previously lifted during the v22b10.x update, those restrictions will automatically be reinstated with this update.

   Your organization must assign the necessary user permissions. Pacific Solutions can no longer remove these restrictions on your behalf.

2. Restrict PO Access (SP): This Personnel Access restriction limits users to viewing their own purchase orders.

   To view a purchase order, the user must be identified as either the salesperson or the person who ordered it. Restricted users cannot view stock purchase orders or purchase orders created by others.

   Purchasing agents should generally not have this restriction enabled because they need access to all purchase orders.

General Accounting

1. Paid To Source (PTS) tax type: A new tax type has been introduced for situations where vendors charge tax on their bills and tax is calculated on the cost of materials at the job.

   Two options are available:

   • PTS inc Freight: Calculates tax on material costs and freight costs.
   • PTS w/o Freight: Calculates tax on material costs only.

   Note: The introduction of this tax type moves anticipated tax from the job to the purchase order. This includes PTS, Silent Use, and Use Tax. Self-assessed use tax that is not charged by the vendor must be cost verified at zero dollars during the Accounts Payable cost verification process.

2. Canadian and overseas clients: The PST calculation has been refined to exclude overhead before calculating PST at the job.

   The tax report was not affected by this issue and remains accurate.

Opportunities

1. Sales goals now display in the Opportunities pipeline.

Claims

1. Job number and purchase order number fields have been added to the Claims record.

   These fields are manually entered and do not automatically populate from an associated job or purchase order.

   The field labels are controlled through the Languages feature in Admin.

   Users can search for claims using the Original Job# and Original PO# fields on the Find screen.

Product Catalog

1. Changes to Gateway's manufacturer locations have been accommodated in the Gateway B2B import process.
2. Mohawk changed the unit of measure for rolled goods from SY to EA. The B2B import process has been updated to accommodate this change.

3. Mohawk has transitioned to SFTP (Secure File Transfer Protocol).

   As part of the transition, Mohawk reset user login credentials, which required public keys to be reset. The ability to reset the public key has been added to B2B Configuration.

   If you experience errors with Mohawk B2B downloads, contact the Pacific Solutions Help Center .

4. Product Catalog now supports general classes and subclasses of products defined by the B2B standard.

   Product Structure and Product Catalog accommodate these classifications, allowing users to select specific subclasses when converting B2B pricing.

Customers | Contacts

1. Flagged contacts in the customer file can now be associated with a value list describing the reason for the flagged status.

   Create and manage this list under Admin > Value Lists.

Quotes | Proposals

1. Find All button: Access to the Find All button is now controlled through Personnel Access Levels.

   This change encourages users to perform more targeted searches and helps improve system performance, particularly in systems containing six or more years of historical data.

   The permission is named Isolate Quotes (List View).

   Enabling this setting improves performance by removing the Find All function from the list view. Disabling it restores the Find All button, which may negatively affect performance.

2. The Find screen now includes a search field for bundle descriptions.

3. Measure Square and Callidus imports: These integrations now use a bridge file map to provide tighter integration when building proposals.

   For more information and a demonstration, review Measure Square Import .

Sales | Orders

1. Pick tickets now print in the same order in which they appear on the screen.

2. Ship Via information: Ship Via information has been added to the purchase order section of the Status tab when viewing expanded details.

   This information is also included when printing purchase order details from the Status tab.

3. Job Start Date:

   1. The Job Start Date has been added to the purchase order section of the Status tab in the expanded details view.

      The date is highlighted in red when the purchase order's expected arrival date will not meet the job start date.

      For more information, review Material Vendor Lead Time .

   2. Changes to the Job Start Date are reflected in all associated purchase orders.

      The Work Order Job Start Date is also updated, provided the date has never been modified directly on the work order.

      Once a separate date has been established on a work order, that date is retained even if the Job Start Date changes.

   3. The Find screen now includes a search field for bundle descriptions.
4. Mission Control:

   1. The Mission Control interface has been updated. Button colors now correspond to the job milestone status light colors, making it easier to select the desired status.

      For more information, review Mission Control Overview and Applying a Filter .

   2. Job Start Date status light: A new status indicator identifies whether the Job Start Date has been confirmed.

      When the date is confirmed, a blue "C" appears in Mission Control.

      Click the Job Start Date status light to confirm the date (blue). Click it again to remove confirmation (gray).

      This indicator is manually controlled.

   3. Install Complete status light: Clicking this indicator changes it from gray to blue to show that installation has been completed.

      Clicking it again returns the indicator to gray, showing that installation is not complete.

      This indicator is manually controlled.

   4. The new Mission Control job status indicators are included in Mission Control exports and Sales Analysis Written and Invoiced reports.

   5. Mission Control now follows Personnel Access restrictions for viewing assigned records and branches.

      The Filter and Search functions check the following permissions:

      • Restrict Sales Access (SP)
      • Restrict Sales Access (Branch)
5. Commissions:

   1. Validation rules now prevent certain changes after a job has been marked as Commission Set or Commission Paid.

      Once either status has been established, users cannot:

      • Change the salesperson's name.
      • Add a second salesperson.
      • Change commission splits.
      • Delete a salesperson.

      Commission status must be cleared before these changes can be made.

   2. Commission split percentages are captured when Commission Set or Commission Paid is established.

      This information is available on the expanded Commission screen under the Status tab.

6. QuickSale:

   A new Admin setting allows warehouse designation requirements to be disabled for QuickSale.

   Warehouse designations may still be required during receiving. This setting applies specifically to QuickSale.

7. JobRunner Only - Auto Relock of Sales:

   JobRunner automatically locks all Revenue Recognition (percentage-completion) jobs when they are transferred from a proposal to a sales order.

   Previously created jobs that are not locked will automatically lock when users navigate to those jobs.

   The JobRunner Project Controls feature determines who can unlock jobs and how jobs are relocked afterward.

Purchase Orders

1. Print PO with Cost: This print option has been enhanced to include Freight 2 and tax costs.

   The report now displays all costs contributing to the total purchase order value.

2. Printed purchase orders no longer display the "Will Advise" label in the Expected Date field.

3. Paid To Source (PTS) tax type: A new tax type supports situations where vendors charge tax on their bills and tax is calculated on material costs at the job.

   Two options are available:

   • PTS inc Freight: Calculates tax on material and freight costs.
   • PTS w/o Freight: Calculates tax on material costs only.

   Note: Anticipated tax is now transferred from the job to the purchase order. This includes PTS, Silent Use, and Use Tax. Self-assessed use tax that is not charged by the vendor must be cost verified at zero dollars in the Accounts Payable cost verification process.

Attachments

Document attachments are used throughout the system, including proposals, sales orders, invoices, purchase orders, work orders, and Accounts Payable.

Accounts Payable attachments can be viewed from the purchase order, payable record, and the material analysis screen on the Profits tab.

Changes to attachment handling provide greater control over document visibility and accessibility.

1. Attachment types can now be changed from AP to another user-defined type.

   Only attachments designated as AP will automatically be shared between purchase orders and Accounts Payable records.

2. File Folder button: A File Folder button has been added to the Forms tab in the Docs area of purchase orders, work orders, and invoices.

   This button allows users to select documents associated with the sales order and attach them to another record.

   The sales order now serves as the central location for job-related attachments. Files associated with the job can be viewed from related records without necessarily being attached to each record.

   Users can choose which files should be attached to individual work orders, purchase orders, invoices, and other records.

   Files attached to a proposal continue to transfer to the sales order.

   The system now distinguishes between documents directly attached to a record and documents that are only viewable from that record.

3. Document cloud storage: Cloud storage functionality entered live beta testing with this release.

   At the time of the announcement, general availability was planned for after the User's Conference.

Email

The following enhancements affect email functionality across multiple system areas.

1. Email OAuth functionality has received additional performance improvements.

2. General email correspondence can now be sent from proposals, sales orders, work orders, purchase orders, and invoices.

   Use the envelope icon next to the email address in the record header to send an email.

   This works similarly to sending general email correspondence from the Opportunities module.

Reports

1. Inventory Analysis Report: When an inventory record is associated with multiple jobs, the report displays an "M" to indicate multiple associations.

   Click the "M" to view the associated job numbers.

2. Projected Commission Draw report: This report was in closed beta testing at the time of this release.

   Activation was planned for after the User's Conference.

3. Sales and Use Tax report: The new Sales and Use Tax report with tax true-up functionality was in closed beta testing at the time of this release.

   Activation was planned for after the User's Conference.

Warehouse Management Module

1. The existing Bin Locations value list is now available as a dropdown in the Bin Location lookup area of the Warehouse Management Module.

2. Important for systems updating from versions earlier than V22:

   All warehouses must be enabled in the Warehouse Management Module home screen settings.

   Select the Settings gear icon on the home screen, then select Warehouses to enable or restrict warehouses.

   The Warehouse Management Module will not operate properly unless the required warehouses are enabled.

   These settings are configured per device, not per user login. Changes must be applied separately on each device.

General fixes

• Improved Notify Me functionality to address intermittent email issues. Fulfilled notifications are removed from the log.
• Improved rounding when transferring a proposal to a sale.
• Corrected an infrequent issue where budget adjustments could be duplicated.
• Corrected an issue that could prevent project invoices from being created when unselected project lines had dates earlier than the invoice date.
• Improved JobRunner use tax calculations in trending over/under billing.
• Improved Accounts Payable performance when modifying labor bills.
• Corrected search results for Not Awarded proposals.
• Removed blank lines from the Activity Log to improve readability.
• Addressed issues where email messages displayed unexpected symbols in certain environments.
• Corrected an Inventory barcode issue reported by some users.
• Corrected an infrequent issue involving the Installer Holdback feature for JobRunner projects.
• Corrected the Accounts Receivable totals refresh in the Dashboard for certain systems.
• Improved the experience when switching between graph and non-graph views in the Opportunities pipeline.
• Improved Opportunities pipeline performance when no data exists for the selected number of days.
• Removed the Refresh button from the Proposals and Sales Orders list views to improve performance.
• Removed the Rev Rec filter from Mission Control in FloorManager because this filter applies only to JobRunner.
• Renamed fields previously labeled Credit Card Number or Credit Card Type to Ref# or Memo in preparation for credit card processing.
• Updated the Labor Catalog to open in List View instead of Record View.
• Corrected instances where the Change Order History report could double contract totals.

• Improved date entry interfaces in core accounting reports.

  Reports requiring only an As Of Date no longer display unnecessary date range fields.

Support and assistance

For questions about these historical release notes or current update requirements, contact Pacific Solutions Support .

Support email: pacificsolutions-support@cyncly.com 

Original reference: Training-v23b8-20230804BG-KB