As part of our ongoing commitment to enhancing and fine-tuning UtilizeCore, please review the detailed notes of our latest improvements and bug fixes that have been deployed:
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​1. Client Invoice - Incorrectly calculation of Margin

A correction has been made to the incorrect margin calculation on sending the Client Invoice. This fix ensures the calculated values are accurate and the system is not re-calculating values on sending the Client Invoice.

​2. Client Invoice - PO Material duplicated across the Trip

A correction has been made to the logic of billing the PO material and Material(s) added to the Work Order. Below is the new logic:

1. WO having PO transaction/Material(s) assigned with a Trip, then the system will only infer the PO material/Material(s) when invoicing for the corresponding trip.
2. WO having PO transaction/Material(s) not assigned to a Trip, then the system will only bill the PO material/Material(s) once (if there are multiple trips associated with the Work Order).

3. Vendor Upload > Vendor Custom ID

A correction has been made to the Vendor Upload feature to display the 'Vendor Custom ID' if the uploaded template has the Vendor Custom ID value populated.
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​4. Invoice > Rounding-off issue

A correction has been made to the Invoice rounding-off issue for the calculation of ‘Estimated Total’.

ENHANCEMENTS:

We are excited to announce some enhancements which will provide a great user experience to the UC application user. Following are the new features introduced:

1. Weather Works Invoicing Logic:

• We have enhanced the Weather Work Invoicing logic to consider the Site. Following is the new logic of Weather-Work Invoicing:
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  For Client: WW Event ID + Client + Zip-Code + Site

For Vendor: WW Event ID + Vendor + Zip-Code +

Site
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2. Site Specific Task for on-demand WO:

• We have enhanced the on-demand Work Order creation to verify if there are any Task(s) configured at the Site Level for the selected Trade and Trade Service.
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  If yes, the system will associate the Task(s) from the corresponding site for the corresponding Trade and Trade Service configured

Screen Capture#1: Configure a Task at Site.

Screen Capture#2: Configured tasks at site level will now be present while creating an on-demand work order

3. Editing Vendor Compliance Record:

Screen Capture#1: Option to delete the Active Record.

4. Proposal Attachments:

Screen Capture#1: Make File Available to Client – If the Flag is set to False, the said attachment will not be visible to Client.

Screen Capture#2: Image display option – Full width photo OR ½ width photo.

Screen Capture#3: The PDF. added will be displayed as attachment in the PDF generated.

5. Proposal Bulk Send is now available:

6. Site Specific Rate > Item Name Inference:
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We have enhanced the Site-Specific Rate configuration page by soft-inferring the Item Name from the Client (of the corresponding Service). This feature will result in more user productivity as Item Name will get auto-inferred from the Client.

NOTE: If the Service is not configured at the Client Level, then the system will infer the Item Name from the Generic record.

7. Edit/Delete – Per Event Rate Configuration:
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We have enhanced the Per Event Rate configuration by allowing the user to edit/delete the Range sequence. However, the system will issue a warning message, if the edit/delete has resulted gap in the sequence. Below is the warning message:
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Warning Message: Removing the snow range rates will impact the continuity of the Range Rates. Please correct the ranges to manage the continuity of the snow inches.

Screen Capture#1: Warning Message.

8. Site Specific Event Rate – Mandatory Field Validation:
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We have enhanced the Site-Specific Event Rate by adding validation on save if the mandatory fields are empty. The feature will provide a great user experience in identifying the mandatory fields while creating a configuration.

Screen Capture#1: Error Message on Save (for Mandatory fields).

9. Rate & Assignee – Item Name Inference:
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We have enhanced the Rate & Assignee page by adding a new logic to auto-infer the Item Name if the service (being added) has a matching Item Name. The feature will provide a great user experience in configuring the new rates, as the user doesn't have to verify if there is a matching item name.
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​Please reach out to Support@utilizecore.com or use the chat box below for any questions!