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Accruent Lucernex 24.04 Release Notes

We're delivering this automatic upgrade to UAT (TRAIN) environments on March 22nd, 2024 and to production environments on April 19, 2024, with these highlights:

Global reports: Updated and renamed the Contract Terms Inventory global report to Contract Terms List with an intuitive layout and new fields to make it easier to use.
Cost Tracking: Purchase Order line sequencing for ERP systems to help you efficiently manage configuration of integrations with downstream systems.
Improvements and issues fixed in these areas:
- Add Bid Alternate window
- Approve payments
- Capital project wizard
- Custom Lists
- Dashboard Reports
- Emailing documents
- Milestone timeline
- Proforma tool
- Project membership
- Purchase Orders
- Reports
- Scheduled Jobs
- Single sign-on
- Transactions

Contract Terms List Global Report

LUC-10962

We’ve updated the Contract Terms Inventory global report and renamed it Contract Terms List. As well as clearer labeling and a more intuitive layout, the report includes these fields:

Action Date
Begin Date
Client Number
Contract ID
Contract Name
Contract Status
Contract Type
End Date
Notice End Date
Option Description
Portfolio
Term Description
Term Status
Term Type
Tickler Date

This does not change existing saved reports. To use the new report layout, recreate your existing reports using the updated template.

Cost Tracking custom lists

LUC-11771

We’ve enhanced the Cost Tracking feature released in 23.11 to add Purchase Order line sequencing. When turned on, and you create a Purchase Order, a unique row number is generated for each Purchase Order budget line. This is for use with ERP systems that require programmatic sequencing of budget lines and helps you to efficiently manage your integration configuration of downstream systems.

This is deactivated by default. To set up and use this feature, the enablePurchaseOrderLineSequenceNumber feature switch must be turned on and the Purchase Order Line Sequence Number default field type added to your custom lists. Contact your Accruent representative for more information.

Implement line sequencing

We've added the Purchase Order Line Sequence Number type that your Administrator can add to your Purchase Order, Change Order, and Pay App custom lists.

As an Administrator, when you add the Purchase Order Line Sequence Number to a custom list layout form, you must add it as Read only in edit form.

For example:

On the Manage Custom Lists page click + to expand the custom list detail.
In the Actions pane, click layout form in the row of the form you want to edit.
Select Purchase Order Line Sequence Number to add the field.
Click the ellipsis in Purchase Order Line Sequence Number.
In the window that opens, select the Read only edit form check box.
Click Update.

Once this field is added to a custom list and included in a layout form, if the enablePurchaseOrderLineSequenceNumber feature switch is subsequently turned off, the field is still displayed but the value is not populated. The field is not automatically removed from layouts.

The Lock PO Sequence Numbers check box on the Work Flow Take Action page enables your organization to create a Work Flow step that sequences the line items in the order of the custom list. The check box is hidden unless the enablePurchaseOrderLineSequenceNumber feature switch is turned on.

Loc PO Sequence Number check box highlighted on Work Flow Action step

Once the Lock PO Sequence Numbers Work Flow step is triggered, no rows can be added or deleted on the purchase order and no changes are permitted on the Purchase Order Line Sequence Number.

Use line sequencing

When Purchase Order line sequencing is turned on and you create a Purchase Order, the form displays an empty Purchase Order Line Sequence Number column.

Once the Lock PO Sequence Numbers Work Flow step is triggered, the Purchase Order lines are numbered. For example, your Administrator may create an approval Work Flow step with the Lock PO Sequence Numbers check box selected.

Subsequent Change Orders and Pay Apps for the Purchase Order retain the Purchase Order Sequence Number column.

If you add or remove items from a subsequent change order, the number shown for the original lines in the Purchase Order Sequence Number column is unchanged. New items have no number.

Once the Lock PO Sequence Numbers Work Flow step is triggered, the change order shows a number for the new item in the Purchase Order Sequence Number column.

The Purchase Order Sequence Number column displays on the related Pay App.

Improvements and issues fixed