20221107 - Booking Details and Confirmation

Main new functionality

Sales Orders Bookings

  • Layout improved with extra information regarding the hubs

  • Show Confirmed Delivery Address and Scheduled Delivery Date

  • Show “for” scheduled date below status when booking confirmed

Pre-Alert

“POD” now shows “Inbound POD”

Booking Confirmation

  • New fields added to booking confirmation including

    • Labels changed

      • Person scheduling work

      • Work scheduled with

      • Delivery day on-site contact full name

      • Delivery day on-site contact phone number

    • Floor location up to 256 characters

    • CSCS (UK only)

    • Building conditions and access

    • Security

    • New consignee address can be entered if necessary (Address Line 1, 2, 3, City, Postcode, Country)

    • Scheduled work date

    • Reason for late scheduling (shows only if scheduled date > dispatch date + 10 working days)

  • New fields have been added in the following places:

    • booking confirmation screen

    • confirmed details screen

    • PDF document which is emailed

  • Booking Confirmation email changed to show Dear Customer Name

  • Sales Order Booking Details now show

    • confirmed address (if different to original)

    • scheduled date

    • reason for late scheduling (if appropriate)

Alert Panel

  • Alert when booking confirmation due - removed after booking confirmation done

  • Alert when sales order sent no longer generated

Archived Records

  • Archived records can be restored to dashboard

Tidy Up

  • “Delivery Date Range” Label added to filter for date range

  • Cost lines remove []. Additional information is blue colour

Logging In

Login problem error message has been changed to show a logout screen so that any invalid login credentials can be removed and a new login attempted.

Known Issues

  • Alerts won’t always be marked “unread” when new alerts are generated for the same booking

  • Successive booking confirmations for the same sales order don’t show data from previous submission

List of Changes

WG-777

Change "POD" to "Inbound POD" on Pre-Alert PDF document

Pre-Alert

WG-834

Additional Fields to Booking Confirmation PDF Document

Booking Conf

WG-835

Add Fields to Supplier Booking Confirmation Screen and Confirmed Booking Screen

Booking Conf

WG-868

Booking Confirmation Email should show Customer Name

Booking Conf

WG-893

Add 'for' date for Work Scheduled status

Sales Orders

WG-845

Sales Order Booking Details Screen to show Confirmed Delivery Address and Scheduled Delivery Date

Sales Orders

WG-144

Rearrange Bookings details screen for Sales Order

Sales Orders

WG-869

Booking Costs should save with rate 0.00

Costs

WG-825

Add Page Titles

Bookings

WG-484

Remove expand sign from Sales Order SKU parents with no children

Bookings

WG-769

Add booking confirmation to alert panel

Attention

WG-947

Remove  "sales order sent" alerts

Attention

WG-780

Allow records to be restored from archive

Dashboard

WG-837

Tidy up cost lines layout

Costs

WG-871

Dashboard add Date Range filter label

Filters

WG-921

Logout facility for invalid user in White Glove Application

Logging in