To view the full Lucernex Online Help, sign in to Lucernex and click Help > Online Help. If you do not have your organization's Lucernex link, contact your Administrator.
Accruent Lucernex 23.08 Release Notes
We're delivering this automatic upgrade on August
-
Company reports with Organization fields: Create more sophisticated Company reports by using fields from the Organization table such as AccountNumber1-8, Group, Types, and Categories
-
Improvements and bug fixes: 20 improvements and issues fixed in these areas:
-
Reports
-
Custom lists
-
Excel export
-
Change order workflow
-
Budget items
-
Documents
-
Audit logs
-
Filters
-
Company reports with Organization fields
LUC-7075
In the create modify report page you can now create a Company report with fields from the Organization table such as:
-
AccountNumber1-8: Accounting reference number. Each Organization in Lucernex can have a maximum of eight accounting reference numbers.
-
Group: First level of organization in Lucernex. Groups are the parents of types, and grandparents of Categories. Groups, Types, and Categories are used to simplify reporting.
-
Types: Second level of organization in Lucernex. Types are the children of groups, and parents of Categories. Groups, types, and categories are used to simplify reporting.
-
Categories: Third level of organization in Lucernex. Categories are the children of Types, and grandchildren of Groups. Groups, Types, and categories are used to simplify reporting.
-
On the Reports page, select the Create/Modify Report tab.
-
Select the A new report option.
-
Click Next.
-
In the Create a new report window, select the Company Report option.
-
In the Company Report drop-down list, select Organization.
-
Complete report creation as described in Create a report.
Improvements and issues fixed
| Component | Summary | Reference # |
|---|---|---|
| Edit Report field | When you enter HTML in the Field Name On Report in the Edit item window to format the color of the field label and click Update with the Accept HTML check box selected, color of the field label in Criteria / Conditions remains black. Previously, the field label in Criteria / Conditions changed color. |
LUC-11111 LUC-11163 |
| Edit Report field | When you add invalid HTML to the Field Name On Report field in the Edit item window and click Update with the Accept HTML check box selected, the value in the field is no longer cleared. Instead, the window remains with the message ‘Enter valid HTML and try again’ and the erroneous value remains. | LUC-11134 |
| Export Recoveries page list to Excel |
When you export the Recoveries page list to Excel, the Excel spreadsheet now includes the fields:
|
LUC-11063 |
|
StateProvinceCountryID drop-down |
ISO state abbreviations for Luxembourg and Pakistan have been added to the StateProvinceCountryID drop-down. |
LUC-10951 |
|
Change Order workflow |
When you kick off a Change Order workflow, the budget line items now load correctly. |
LUC-10929 LUC-11213 |
|
Budget Items |
If you are an Administrator, you can now delete budget items on a bid for a project or a capital project even if bid alternates are applied to the bid. When you do so, the system displays a confirmation window that provides the option to continue with the action or cancel it. |
LUC-10913 |
|
Documents |
When you select Download, the document will only download, it will not check out. |
LUC-10869 |
|
Document upload |
Documents now upload without errors when the description field contains characters such as ( and ). |
LUC-10723 |
|
Datamart |
Datamart runs now work correctly when created with the Auto Schema check box selected. |
LUC-10618 |
|
Audit Log |
The Audit log now shows field value changes for user defined fields (UDF) on list layout pages and embedded list layout records. |
LUC-10587 |
|
Reports |
Reports now return data for Milestone fields. |
LUC-10508 |
|
Custom Lists |
Custom Lists can be configured to display data from these child records:
|
LUC-10166 |
|
Reports |
When a field used in a calculation is NULL instead of $0.00, NULL and zero currency values now calculate correctly in both Excel and native Excel outputs. |
LUC-9960 |
|
Dashboard Reports |
All dashboard reports with a date picker filter now reflect the date filter On condition for Date and Due Date fields when the records have multiple related dates regardless of whether they are for the same or different contracts. |
LUC-8887 |
|
View Straight-Line Schedule window |
The View Straight-Line Schedule window now populates all columns regardless of whether the Cash Rent column is displayed. Previously, when the Cash Rent column was displayed, data was not populated in these columns:
|
LUC-8708 |
|
Report |
The Dispute Savings report now calculates Total Savings correctly using the formula: Actual Savings + Impound Savings + Term Savings + Savings Lost. Null values are now calculated as zero $0.00. |
LUC-8544 |
|
Field Label Accept HTML check box |
When you include valid HTML in a field label, select the Accept HTML check box and then click Update, the field label includes the result of the HTML. For example, if the label includes <font color=red>C PSK Total</font>, C PSK Total is shown in red. If the field label contains invalid HTML and the Accept HTML check box is selected, an error message instructing you to enter valid HTML is now displayed when you click Update. |
LUC-6796 |
|
Create / Modify Report page |
When you edit a field and click Update in the Edit Item window, a message now pops up to remind you that although the report has been successfully updated on screen, those changes are not yet saved to the report. |
LUC-6091 |
|
Bid Addendum |
The text Bid Addenda and Bid Addendum Notice has been changed to Bid Addendum. |
LUC-11186 |
|
SL Period grid export to Excel |
When you click Download into Excel icon displayed on an SL Period grid, the grid data now downloads to an Excel file. |
LUC-11267 |
