Queue Check Login Script	Login Script created that checks for QUEUE and shows message if not found
Login script to alert user GL not posting	On login show a message if the Accounting Link does not post on a previous week day. Especially useful for those site using Queue to Post the GL
Datasheet displaying mandatory images	Datasheet format that displays mandatory images
Automation alert and stock counts cycles	Development that you can create set schedules for cycled code on recurring days to remind to count via system alert
Queue email daily timesheet	It will email all employees that are not excluded from productivity (employee additional field) and have email address their daily timesheet summary
Automate foreign currency rate updates in Ostendo	Script that can be run in queue to get currency rates from RBA and load into Ostendo
Prompt user to change password on login	Prompts users to change their password if using the system default password of pass. Password security is largely neglected and this can assist even the most uninterested users in changing their password.
Inventor as at - Exportable (with procedure run)	Ask question script to assign date for inventory as at, procedure then runs and launches on completion in an analysis
Inventory listing with base unit conversion	Standard inventory listing joined to the item units to convert the unit back to base quantity
Analysis - Unused items	Analysis that displays items that haven't been used in the system since creation. Users can then use the report information to Obsolete (or delete) the item. Currently checks for Job lines, Sales Lines, Assembly Lines, BOM Lines, Task Bill Content, Lists, Inventory Counts or Adjustments. If site is using unrestricted stock takes consider removing count lines.
Simple password prompt on login	Login script (and accompanying Trigger and UDT) that will prompt a user to change their password IF the password is pass or if the password is more than 60 days old, It prompts, it does not force, if unchanged it will continue to prompt everyday
Delete Freeway images	Delete Images from Freeway tables. We have seen this to significantly drop the database size. Images can be held outside the database.
Timesheet trigger display descriptions in timesheet notes	Timesheet trigger display job descriptions in timesheet notes. Run once to update all timesheets which are still in progress
Toolbox meeting	Create toolbox meeting from Ostendo or Freeway, and complete the meeting from Ostendo or Freeway. Keep a record of all meetings in Ostendo and print off a meeting report at any time
Prevent issue of expired items	Script and SDS to prevent Item issue to Sales, Jobs or Assembly and display warning message if selected Item has Expiry Date prior to current date. Includes exception for specified Users to allow pick.
Copy user tile view	Select user you would like to copy from . Select user you would like to override. Tiles will then copy from one profile to the new profile. User will need to log out and log back in

Mandatory Salesperson on direct invoice	An enhancement that restricts staff from posting a Direct Invoice in the Batch Invoicing screen without adding a Salesperson.
Line source update	A related button in Sales Order screen to update Line Source so only the remaining qty is set to source on demand, the picked qty sits as “From Stock”
SMS tracking in customer history notes	Send SMS to client's mobile from Assignment Board, Job Order, Customer and Contact Screen
Copy sales order history notes to customer history notes	Automatically inserts and update a Customer History Note based on Sales Order History Note
Create customer payment to apply for jobs and POS credit	We have developed a new automation that when a POS credit or job credit is printed it will automatically create a customer payment record with a payment style of "Match credits to Invoice, so it will be ready for you to apply the credit quickly
Custom item sales report	We have created an exportable view that compares your current inventory value and quantifies and the cost of stock sold over a specific period of time in one report.
Order priority	Update sales orders priority to 4 if higher by default
SMS Service Confirmations	Allows you to set up customer asset with service reminders via phone and link contact and confirmation text to the asset to be sent as SMS after you confirm which ones to send "via Phone"
Calculate credit card surcharge on sales order	Trigger when add sales line credit card surcharge
Customer statement default to email only	Trigger that sets customer statements to email only if an email address is entered in the email field. Only monitors the email field and works on insert or update
Close sales quote by date and value	Uses a pair of ask questions to confirm the date, maximum value and lost reason then closes all seal quotes that meet the criteria
Update shipping information from datasheet in sales delivery	On update of datasheet, shipping information to be updated in Sales Delivery. Regardless if sales delivery has been closed or not. Date/time being used is coming from the record timestamp in datasheet header
Email specific text option for pick list and delivery dockets	Related script to send email for sales order pick list, sales delivery pick list and sales delivery document. Where frequently used text is the email body.
Sales delivery trigger	Update shipping date and time when status updates to shipped

Customer aging with no customer type grouping	We have removed the customer type grouping, this will make it look similar to MYOB and Xero version of the report
Sales delivery inquiry	Inquiry of sales order and detailed line information comparing required date to picked in sales deliveries
Sales history pivot summary	Pivot that only goes to analysis group level not line-level so counting of labour job could occur
Quote conversion view	Review sales order/quote for a specific period
Audit log view for assignments board	View that shows details from assignment board when schedule added, changed and deleted
New customers win rate reporting	Analysis type report that joins and filters on customer card sysdatecreated over to the sales table to see the performance of new customers.

Open Folders in Job Docs	A related button in Job Order screen to open file explorer to the related Job Docs folder
Invoice Job Delivery Number into Additional field	On post of Job Transaction it updates an additional field in Job Header with Job Transaction Number, that is displaying on Invoice
Job Booking Automation update	Update Job Booking details in Job based on Assignment Board allocations. The start date will be the first assignment start and the finish date will look at the last assignment
Default Job Invoice Cost Style to planned	Automation that when you save the Job Invoice it will default to Planned Cost Style instead of Actual.
Update logic update to invoiced when printed not created	When a job invoice is "Printed", we have created an automation that updates Job Tracking Code to "Invoiced" automatically.
Job documents related scripts	A script to populate the Job Docs folder will all job numbers that do not exist. (Using General Rules Parent path/Job-Docs/. A mass update script to copy all linked documents into their respective Ostendo Job Docs folders. A button in the Job order screen to "Open Folder" where you can drag and drop and it will automatically create related document record in the Job.
Supplier as an additional field in line level	Using additional field 2 at job line level insert the line source supplier and updates with it, if item supply from stock it uses primary supplier of the item.
Update invoice group reference to remove planned information	Update invoice group reference to remove planned information when scheduled job.
Update job order quantities	Simple related script that updates all related job line quantities with actual issue quantity
Import serials to job line actuals	Script that can be run for an order line in jobs to import serial numbers to job line actuals. The inventory information is retrieved automatically and the information in the import is validated prior to any action being taken to ensure no duplicates and that all serials exist in the system.
Copy job lines - task	Related script that asks the user to select a task in the current job, then asks for a source job. The lines in the task selected are copied to the first task on the source job. Task bills are excluded.
Generate datasheet images and attach to related job	Script to pull all images from datasheet (Images or Checklist or Register Images) and attach to relevant job, if no job, save image but do not attach
Automatic job folder from template	Update insert of job, inside the job docs folder, copy a template folder structure with files to the new job.
Copy job history notes to customer asset history notes	Automation to copy job history notes to related customer asset history notes

Job Order Tracking Dates Report	We have developed a new view that you can review period of time that shows key milestone dates throughout a job this view also includes a job turnaround between each task and a project turnaround being the date the quote was converted to the invoice date
Job Quote template grouped by Task	New job template that will group and subtotal jobs by Task on the quote. This effectively has created four unique layouts
Pricelist based on job issues	Pricelist based on Job Issues for specific Customer for last 12 months
Timesheet Exception report, timesheet not entered on same day	A report that will list every offense where the employee has not added their timesheet on the day
No Timesheet Report	A report where you select a date and it will show all active employees that have not added their timesheet, also excludes Administration Department staff
Interpreted timesheet report grouped by department	Interpreted timesheet report grouped by department
Job profit report	Job profit report that will look at invoice raised and costs issued in specific date range
Actual issue audit	Actual issue table including user created is visable

Auto Update Lead Time from Purchase Receipt	We have created an automation that when you post a Purchase Receipt it will update the lead time days for the Items received based on the difference in the receipt date to the Purchase Order date.
Item inquiry with tab showing item site costs and automation to update standard cost on receipt	Item Inquiry with Tab showing item site costs and automation to update the last cost into the standard cost for AUD purchased items with receipt is posted
Buyer on purchase invoice	Triggers and run ounce that maintain an additional field in purchase invoice header to hold the PO's buyer, or allow selection of a buyer from a drop down list for invoices with no buyer. The list and buyer from the PO are maintained
Related button for inventory availability from purchase shipment screen	Open inventory availability for the item selected in the purchase shipment lines screen

Item labels from purchase shipment screen	Related script that runs from purchase shipment screen and runs edit view of all items and replicated functionality of printing item labels from purchase receipt
Outstanding PO related view/inquiry	The custom view that will show the lines on job and any related outstanding purchase order to that job
Item site export with default locations	Item site master export with default locations
Multi inquiry - customer with purchases	Multi Inquiry - Customer with Purchase Order, Purchase Shipment and Sales Back Order as new tabs. Can also add in Drill down details for the two purchasing tabs

Auto Pick all Counter Sales Lines including Partial Picks	Is a related button in Sales Order screen Partial Auto Pick all line possible based on Stock on Hand
Create customer asset reading names	Series of Ask Questions to select the Customer, Reading Name and Reading Type then creates the reading name if not existing for all assets of that customer.

View datasheet (from timesheet lines)	Open related source dataset based on timesheet line in timesheet screen
Productivity view	The custom view that calculated productivity 3 ways based on standard hours or job hours processed or timesheets posted
Customer backorder analysis	Added column for customer type to view
Capability Report	Displays capabilities which are to expire in the next 3 months. Also Displays all capabilities with a variety of conditions
Hours worked analysis	Hours worked analysis to compare to payroll report. Using total hours, date and start and end time for the day
Time reports	Report to summarise employee times within a date range and detail lines
Hours worked pivot - Interpreted	Updated Hours Worked Pivot which includes interpreted hours only. Attached Pivot hours worked
Email notification for customer asset services	3 x email script based on customer asset requirements. Current asset - all services due this month where no job has been created. Overdue assets - all services which are overdue and no job created. All services which are in the customer assets services which do not have jobs created. Emails triggered on the 1st and 15th of each month. Must have queue

Copy BOM to List	Related Button in BOM screen that copies master and lines into a List for use in the job for repairs
Auto-update order priority from job to related assembly order	When job order priority updated, automatically update related assembly orders

Weekly build list by step	Based on Assigned Steps shows basic information to allow users to scan on for their assigned assembly steps
Order receipt list	Analysis view to display SYSUSERCREATED for all assembly order receipts
Parent and child item usage report	Inquiries which provide 12, 6 & 3 month issues and receipts for raw materials and the child BOMs for each raw material
Manufacturing labour review BOM v Actual Hours per unit	Inquiry that compares hours of labour per part from each item codes BOM vs the summed actual qty of time per part receipted in closed/finished orders. Only accepts labour in the hours unit
Inventory below reorder level	Modify inventory below reorder level inquiry which includes a summary of supply quantity with details of the assembly or purchase source order for reference

Automation to update item buy price	When the Item standard buy price is updated, it updates the item bur prices table where the Unit of Measure and Primary Supplier match exactly
Automate maintenance of base unit buy price	Automatically updates the item master standard buy price from the ITEMBUYPRICE record for the primary supplier with the lowest conversion. Trigger is on update insert or delete so any change will repoll

BOM price inquiry	Full BOM export to analysis including all child BOMs
Item price review	Item Price Review – includes items sold in the last 12 months against the customer, last cost per site and last purchase and last sold date and primary supplier
Counts in progress receipts in purchase orders screen	Additional fields that counts in progress receipts in purchase order screen

CRM call actions to employee	Send email to employee of all tickets outstanding, set up to run via queue
Call rate count from call notes	Counts the number of left parenthese (in the call note blob and inserts to additional field 2)
Call centre notifications	Email from queue based on ticket actions overdue and due in the next 7 days. email sent to individuals and 1 email send to manager for all tickets, not just their own
Linking sales quotes and call centre tickets	Update printing of sales quote a call ticket will be automatically created (if none is linked) an action will be inserted with a follow up action with quote expiry date. Automatically make sales quote lost if quote expiry date has passed and close associated ticket.

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