Enhancements
We are excited to announce enhancements that improve the user experience and offer new capabilities.
1: New Units of Measure
The Item Page now allows you to choose two new Units of Measure: Ton & Box. These options are also available to be used on the line items for Invoices, Proposals, and POs.
Below is the screen capture for reference:
UC Mobile App: New UOM
2: New Filter Capabilities for Invoices
New filtering capabilities have been added to the Receivables & Payables tabs. These new filters make it even easier to:
- Find only the WOs that are ready to be invoiced
- Identify the Invoices you are ready to approve
- Filter the WOs / Invoices to only what you are responsible for (ie a Region / External Region / Trade)
The new Filter options are:
Trade
Service
Billing Method
Region
External Region
Below is the screen capture for reference:
Accounts Receivables > Generate Invoice:
Accounts Receivables > Attention Invoices:
Accounts Payable > Generate Vendor Invoice:
Accounts Payable > Pending Approval:
Accounts Payable > Pay:
3: Rates & Assignments
You can now edit an Item’s Name right from the “Rate & Assignee” page. Clicking the edit icon next to the Item Name, will open the Item edit window without you having the leave the Rate & Assignee page.
Edit icon added next to Item Name
Clicking the edit icon will open the Item Edit window
4: Work Order Reports
The Work Order report now includes the following Team Member information:
Team Member Name
Team Member ID
5: Material Billing
You can now set contracted Material rates at the Client and Site levels. This provides you with the ability set your Material pricing at 3 levels:
Generic
Client
Site
The platform employs this logic for price determination:
- If the material has a rate configured at the Site level, then the Site rate will be used, not the pricing at the Client or Generic level.
- If the material does not have a rate configured at the Site level and the material has a rate configured at the Client level, then the Client rate will be used, not the pricing at the Generic level.
- If the material does not have a rate configured at the Site or Client levels, then then the Generic rate will be.
Client > Material Rate
Site > Material Rate
Please reach out to Support@utilizecore.com or use the chat box below for any questions!