- Pre-Installation Information
- Install Information
- Enhancements
- Database Changes
- Software Issues Resolved
- Known Issues
Release Date: December 20, 2024
Last Updated: January 28, 2025
Welcome to the Maconomy 2.6.4 release notes. This document details the new features and resolved issues in this release.
- APU 2.6.4, including Touch 4.4 Web service
- TPU 2.6.4 with Maconomy Server 51.104.0.22104000658534
- PSO SPU 2.6.4
- Workspace Client 2.6.4
- Touch, including the Touch 4.4 Installer
- Web Client PU 5.4.0
- APU - The APU in version 2.6.4 and in subsequent 2.6.4 Service Packs requires a TPU from the same Service Pack or from a Cumulative Update (CU) on the same release stream.
- TPU - Deltek recommends that you upgrade all TPU parts (in MConfig called Global tools, Application TPU, Application Portal TPU, Web TPU and Coupling Service TPU) whenever a Service Pack or a CU is installed.
- MConfig - MConfig 11 or higher is required for installation of the APU as well as the TPU.
- Oracle Instant Client - For Oracle users, Oracle Instant Client 19 is required for installation of Maconomy 2.6.4.
- Touch - If you are already using Touch but not the latest version, you must upgrade Touch on your server and ensure your users upgrade to the latest app.
- Web Client - If you are already using Web Client, you must upgrade Web Client on your server.
- The Maconomy Help Center is the hub for all of your documentation, including User Guides, Concept Guide, Release Notes, and Compatibility Matrix in a new visual format for ease of use. See the Maconomy Help Center for details.
- The Maconomy Release Notes is now in online format for ease of use. It includes details of all new features for Maconomy, Touch, and People Planner. The Release Notes is accessible from the Maconomy Help Center.
- Click relevant links for summary of features, software issues resolved, pre-installation information, database changes, and known issues.
- Update to Web Client User Guide includes new features, field descriptions, and procedures. The former Workspace Client documentation is renamed Maconomy Reference Guide and is available via the Help dropdown in the web client. It is retired in-app as of 2.6.1.
- The Maconomy Product Support Guide, which is now available online, includes Certifications updates for 2.6.4 and BPM announcements related to Business Objects patch versions. Go to the Product Support Guide for details.
- System Admin Guide updates include:
- Revisions to several sections to reflect changes in MConfig related to the specification of the default redirect URL during SSO setup.
- Added a section describing the Background Task Administrator User.
- Added a section describing Ask Dela, including configuration and FAQs.
- Updated the Azure Setup Guide to include additional option when specifying a redirect URL for the Workspace Client.
- Updated BPM documents, including:
- BPM Country Reports Guide (previously named BPM Statutory Reporting Guide), which is now available online, has updates to the France - AEF and Norway - SAFT reports. A section has also been added for the new India - Data Backup Report. Go to BPM Country Reports Guide for details.
- BPM Standards Reports Guide (previously named BPM Report Description Guide), now available online, has been enhanced to follow the Web Client menu. Go to BPM Reporting Guide for details.
- Updated Touch documents, including:
- The Touch App Release Notes is now available
in online format and can be accessed here or
from the Maconomy Help Center.
- The Touch Admin Guide was introduced in 2.6 as the new primary document for technical consultants. It streamlines Touch documentation and combines the previous Touch Installation, Upgrade, and Multitenancy Setup Guides.
- The Touch Online User Guide was introduced in 2.6 and replaced Touch User Guides for Android and iOS in PDF. See the "Online Guides" section in these Release Notes for details.
- Updated the People Planner Web Components Guide with new features.
- The People Planner Web Admin Tool Guide is now available in online and PDF format to provide information regarding People Planner configuration when using the Web Admin Tool.
- Updated the Web Client Install Guide with information about and customization instructions for the following: Displaying Field Labels in Search Results, and Adding Tooltips to Cards. Also updated the Migration Guide, and the instructions for accessing the Dialog Group Imports tool.
- Documents retired as of 2.6.x:
- Enhancements Guide - Now part of Online Release Notes.
- Concepts Guide - Now part of Online Concepts Guide.
- PSO and CPA Solutions Guides - Now part of Online Concepts Guide.
- CRM and DTM Integrations Guides - Now part of Online Concepts Guide.
- Maconomy Reporting Guide - Moved to legacy documents; available upon request if needed.
- Deltek Touch for Maconomy MScript & REST Comparison Guide - Moved to legacy documents; available upon request if needed.
- BPM Report Description Guide - Now available in online format only and renamed to BPM Standard Reports Guide.
- BPM Statutory Reporting Guide - Now available in online format only and renamed to BPM Country Reports Guide.
- BPM Admin Guide - Now available in online format only.
- Product Support Document - Now available in online format only.
- The .bash shell (version 7.04) is required for all Unix/Linux installations.
- Customized dictionaries for the Workspace Client are handled by the Extender. Refer to the Extender Handbook for details. The Extender ensures that both dynamic and static texts are updated.
- [ServerConfig]
- DB_Cancellation_DefaultTimeout = <timeout-in-seconds>
- Browser Profiles: Modern browsers like Chrome, Firefox, and Safari support separate profiles with independent cookies and site data.
- Private Browsing: Use private/incognito mode for temporary multi-session access.
- The JobEntries\JobEntries_DataBindings.json file has been split into smaller, modular files to facilitate easier reuse in other workspaces.
- The JobEntries_ prefix has been removed from file names to simplify copying these files to other workspaces, such as those under the General Ledger menu group.
Installation Preconditions
Key Features of Documentation for Maconomy 2.6.4
Maconomy Help Center
Online Guide |
Details |
The release-specific Maconomy Release Notes is available in online format and in PDF. This document merges with the former Enhancements Guide and now includes feature overviews for Maconomy, Touch, and People Planner. |
|
This online document merges the former Concepts Guide with some user guides, including those for CRM and Talent Management integration and the PSO and CPA Solutions description guides. It also includes the Getting Started guide, which was formerly part of the online help embedded in the software. |
|
The Touch Release Notes is available in online format and is also accessible from the Maconomy Help Center. |
|
Touch for Maconomy Online Help for Android
Touch for Maconomy Online Help for iOS
|
The online guide replaces the Touch User Guides for Android or iOS in PDF, and is accessible from the app. |
People Planner Web Components Guide for Web Client
|
This document is now published as both an online guide and in PDF, with client-specific versions. |
This guide provides details regarding the configuration of your People Planner system when using the Web Admin Tool. This is available as an online guide and in PDF. |
|
Maconomy Web Client Install Guide (previously the iAccess for Maconomy Install Guide)
|
The Install Guide is now available only as an online guide. Previously, this document was also released in PDF. |
Maconomy Web Client User Guide (previously the iAccess for Maconomy Online Help) |
This product-specific online help system is accessible from the app and is also available in PDF. |
(previously the Maconomy Workspace Client Online Help) |
This online guide is available via the new Help dropdown in the web client, and in PDF. |
The Maconomy Product Support details Maintenance and Sustaining Support for Maconomy products and related third party products.
For BPM, refer to the Product Support Guide for Business Objects (BO) updates and patch announcements.
|
|
The BPM Reporting Guide provides a comprehensive guide on the report functionality of the standard reports available in BPM. Previously, this document was also released in PDF. |
|
|
The BPM Country Reports Guide provides a comprehensive guide on the report functionality of the country reports available in BPM. |
The BPM Admin Guide provides steps to install, upgrade, enable and customize BPM in Maconomy. It also includes details for performing overall maintenance on your BPM system. |
Integration with CRM
Additional Actions in Upgrade Guides
Core Maconomy Considerations
User Login and Maconomy License
MConfig Version Support Update and Feature Deprecations
Monthly Time Reporting Desupported
Known Issues
People Planner / Maconomy Integration
APU Installation Notes
TPU Installation Notes
Surrogate Characters Not Supported
Local Characters in Variable Names
Touch Considerations
Web Client Considerations
End of Support for Multiple Logins in a Single Browser Session
Job Entries Workspace Refactoring: JSON Layout Changes
Technical teams are encouraged to review these updates if they manage customized configurations or extensions for the Job Entries workspace.
Continuous Scrolling in Tables
Customized Workspaces
Long-Running Operations
Analyzer Reports
Logging in via OAuth
Statutory/BPM Considerations
People Planner Considerations
Language | Validated as Enterprise Language |
Swedish | No |
Swedish (MCS) | Yes |
Italian | Yes |
Norwegian | No |
Norwegian (MCS) | Yes |
Danish | No |
Danish (MCS) | Yes |
Dutch | No |
Dutch (MCS) | Yes |
Spanish | Yes |
French | Yes |
German | Yes |
Portuguese | Yes |
English (UK) | No |
English (UK, MCS) | Yes |
English (US) | No |
English (US, MCS) | Yes |
English (US, CPA) | Yes |
Chinese | Yes |
-
General Application
Ask Dela in Maconomy
Deltek Tracking: 2122105As you engage with Ask Dela, you can request more detailed information, follow up on your initial queries, and receive comprehensive responses. You can provide feedback to improve Ask Dela by liking or disliking the responses. You can also copy Dela’s responses by clicking the Copy icon.
Although Dela can retrieve a large number of records as a response to an inquiry, it can only list 25 records in its response. Dela will either list the first 25 records it retrieves, or ask you to provide a more specific inquiry to narrow down the results.
Ask Dela also supports conversations about multiple records. You can also ask questions about a record that is currently open in the web client, and Dela will provide answers specifically about it. At the top right corner of the screen, clickto access Ask Dela. You can drag the left side of the chat window to resize it. To clear your chat history, click the New Thread action.
Note: If you have a customized CouplingConfiguration.mcsl.xml file, you must add the Enable Digital Assistant system parameter and the Enable Digital Assistant user action to utilize Ask Dela.
Security and Access ControlAsk Dela respects application, record, and field-level security settings in Maconomy.
Note: Microsoft and OpenAI do not store the customer’s Maconomy data.Ask Dela is disabled by default and must be enabled via a new system parameter.
System administrators can limit access to the digital assistant to specific users only. User role actions are available to support this functionality. In addition, a new user role action can grant system administrators access to see chats for all users in the new Threads reference workspace.
When you access Dela for the first time, you must accept the following disclaimer that displays in the chat window:Dela is generated by an artificial intelligence tool. It is provided subject to the Maconomy Product terms, and Deltek does not independently verify the accuracy of each Dela chat. Users should independently review and verify the accuracy of the Dela chat.
In this initial version, Ask Dela provides convenient access to details about the following records:Note: To receive answers from Dela about the records listed above, you must have the appropriate access to the corresponding Maconomy dialogs. Without the necessary permissions, Dela will be unable to provide the requested information.- Employees
- Customers
- Vendors
- Contact Companies
- Contact Persons
- Jobs
- Job invoices
- Purchase order lines
- Vendor invoices
- Vendor invoice allocation lines
- Timesheets and timesheet lines
- Opportunities
For more information about enabling Ask Dela and granting access to users, refer to the Deltek Maconomy System Admin Guide.
For more information about Ask Dela's functionality, refer to the Deltek Maconomy Web Client User Guide.
Changes to MaconomyTo support this functionality, the following reference workspaces are added:
- Threads reference workspace
- Prompts reference workspace
Note: These workspaces are not available by default but can be accessed by super users with the requisite permissions.
The following workspaces are updated:- System Setup workspaces
- Users workspace
Improved Access Control for Jobs
Deltek Tracking: 1192471
This feature provides better control over job information made accessible to users. Job access control is now separated into two levels:
- Viewing and processing a job's data in job-cost related workspaces.
- Filling in job references for tasks such as time or absence registration.
Prior to this enhancement, both contexts shared the same access control, meaning users who could register time or absence on a job could also view detailed job information. Likewise, users with access to a job could also view time or absence registrations on the job that were made by other users.
This feature enhances privacy and security on sensitive job information, such as absence registrations, to restrict access to essential personnel only, while still allowing company-wide time registration. This ensures a more secure and efficient job management process while maintaining necessary functionality for users.
You can now use two access levels for jobs:
- Access Level, Primary: The existing Access Level field is renamed to Access Level, Primary. Specify an access level in this field to allow users to view and manage details on a job. This applies to the following:
- Full job record in the Job Home workspace
- Jobs that display in tables of workspaces, such as when you approve invoice selection
- Jobs processed in actions that operate on multiple jobs in batch
- Objects with indirect access control from jobs, such as job entries
- Reporting on jobs and job data, such as Analyzer and BPM reports
Note: When a user needs to select a job on a sales order or subscription order, they must have the appropriate access to the job as specified in the Access Level, Primary field.- Access Level, Search from Fields: Specify an access level in this field to allow the user to view job information in search results for reference, such as when they are registering time for a job.
Note: Users with the appropriate access specified in the Access Level, Search from Fields field can create requisitions, requests for quotes, purchase orders, invoice allocations, events, and event flows on the job.Attention: Users are advised to carefully consider the restrictions on access levels when selecting them for the primary and referencing levels on jobs.
To use these access level fields on jobs, you must enable the new Allow Separate Access Levels on Jobs for Search from Fields system parameter.
By default, this system parameter is disabled. Maconomy automatically uses the same access level for both fields. However, if you enable this system parameter and indicate different access levels on the fields, then decide to disable the parameter again, Maconomy will not change the access levels you indicated.
Example
An internal job is used for registering absence in a department. All employees in the department must have the ability to register time on the job, but only the HR department should have project management access to the job.In this scenario, you can set a primary access level for HR employees to allow them to view the job's details, while other employees in the department are given separate access via the Access Level, Search from Fields field so that they can reference the job in time registrations.
Changes to Maconomy
The following workspaces are updated to support this functionality:
- Setup » System Setup » System Parameters
- Reference Workspaces » Job Cost » Creation » Jobs
Recommendation to Use the New G/L Entries Web Analyzer
Deltek Tracking: 2166594
While the new G/L Entries Web Analyzer report (found under General Ledger » G/L Analyzers) was added to the web client with Maconomy 2.6.1, the old/standard G/L Entries Analyzer is also available for use in the application.When you access the old G/L Entries Analyzer (in the process of importing a report or a similar scenario), you will now see a note informing you that the newer G/L Entries Web Analyzer is also available for you to use. An Open new Analyzer report action is also included to help you navigate quickly to the newer report workspace.
Pagero Setup Workspaces for Incoming Vendor Invoices
Deltek Tracking: 1993775You can now process imported vendor e-invoices from Pagero and store the attached XML mappings file in the web client. This functionality is supported through the addition of the E-Invoicing submenu in the Accounts Payable menu group and the new workspaces under Setup » E-Invoicing submenu.Background tasks were also set up to perform these actions after importing an e-invoice from Pagero:- Read the file
- Create a draft
- Find the mapping
- Set fixed values
- Set inbox values
- Set search values
- Validate the draft
- Convert the draft
- Close the inbox entry
The new submenus and workspaces are displayed when you enable the Enable E-Invoicing, Incoming system parameter.
Changes to MaconomyThe E-Invoicing submenu is added under the Accounts Payable menu group.These workspaces are added under the Accounts Payable » E-Invoicing submenu:- Draft Vendor Invoices
- Inbox Entries
These workspaces are added under the Setup » E-Invoicing submenu:- Vendor Invoice Mappings
- String Transformation Types
- Inbox Entry Types
The Vendor E-Invoicing Setup workspace is added in the Setup submenu of the Workspace Client.A new system parameter, Enable E-Invoicing, Incoming, is added in Setup » System Setup » System Parameters workspace.
See the Deltek Maconomy Web Client User Guide for more information.New Setup Workspaces in the Web Client
Deltek Tracking: 1570597, 1938447You can now perform employee and talent management setup in the web client. Two new submenus, Employees and Talent Management, are added under the Setup menu to support this feature. Additional setup workspaces related to job cost and People Planner functionality are also now available in the web client under Setup » Job Cost.
These workspaces are available by default for users with the requisite permissions.
Changes to MaconomyThe Employee submenu is added under the Setup menu group.The following workspaces are added under Setup » Employees:- Compensation Models
- Compensation Types
- Employee Categories
- Level Lists
- Positions
- Skills
- Week Calendars
The Talent Management submenu is added under the Setup menu group.The following workspaces are added under Setup » Talent Management:- Organizational Mapping
- Country Mappings
- System Parameters
- Job Allocation Combinations
- Job Posting References
- Task Lists
- Time Sheet References
- Activities
The following workspaces are available under Setup » Job Cost » Invoicing
- Invoice Layout Rules
- Invoice Details Layout Rules
- Job Invoice Aggregation
- Invoice Reporting Codes
- Standard Job Budget Texts
- Standard Invoice Text Lists
See the Deltek Maconomy Web Client User Guide for more information.
Application Response for Outgoing E-Invoice
Deltek Tracking: 1814296You can now receive application responses from Pagero. This functionality is supported through the addition of the Get Application Responses from Pagero action in the Pagero Companies single dialogs workspace and two new fields in the Show All Invoices single dialogs workspace.
When you click Get Application Responses from Pagero, a background task is created if there are pending e-invoices in Pagero. Maconomy then imports these e-invoices, which you can view in the Show All Invoices single dialogs workspace. In the E-invoicing island of this workspace, the E-Invoicing Response Code field displays the status of the invoice, and additional information supporting the status code is displayed in the E-Invoicing Response Message field. The application response XML for each e-invoice is stored in the Document Archives workspace.Changes to MaconomyThe Get Application Responses from Pagero action is added in the Pagero Company tab in Single Dialogs » Integrations » Pagero Companies.Two new fields, E-Invoicing Response Code and E-Invoicing Response Message, are added in the E-Invoicing card in Single Dialogs » Accounts Receivable » Lookup » Show All Invoices Single Dialogs Workspace » Invoice Tab.See the Deltek Maconomy Reference Guide for more information.
Pagero Setup Workspaces for Outgoing Vendor Invoices
Deltek Tracking: 2032965You can now send electronic invoices to Pagero. This e-invoicing functionality is enabled via an integration with Pagero, a cloud-based platform that facilitates electronic document exchange and financial transactions for businesses.Integrating Maconomy web client with Pagero allows you to:- Set up the Maconomy account to use for sending e-invoices to Pagero.
- Map fields in a Maconomy invoice to specific fields in the Peppol BIS 3.0 format.
- Send e-invoices to Pagero.
To support this functionality, a new E-Invoicing submenu has been added under the Setup menu group. This submenu is displayed when you enable either the Enable E-Invoicing, Incoming system parameter or the Enable E-Invoicing, Outgoing system parameter.
Changes to MaconomyThe Enable E-Invoicing system parameter has been renamed to Enable E-Invoicing, Outgoing.The E-Invoicing submenu is added under the Setup menu group.These workspaces are added under the Setup » E-Invoicing submenu:- Pagero Setup
- Pagero Companies
- Peppol Mappings
See the Deltek Maconomy Web Client User Guide for more information.NemHandelsRegistret Notification for Danish Companies
Deltek Tracking: 2065180When you create a company for the first time in General Ledger » G/L Cockpit » Companies » Company Home and select Denmark as the country, a message displays containing a link to the NemHandelsRegistret (NHR). This message notifies you to register the company with the NHR.If suppliers want to receive invoices, orders, electronic catalogues, or business receipts, they must register with the NHR so that their trading partners can see the information required to set up the supplier as recipient. The NHR contains information about recipients, including their CVR number, GLN number, and the electronic trading documents they can send and receive.If the supplier only wants to send invoices and credit notes in the OIOUBL format to public authorities, they do not need to register.
Changes to MaconomyA notification displays when you create a company for the first time and assign Denmark as its country.Go to Employee Link in the Users Workspace
Deltek Tracking: 2226261You can now navigate from the Users workspace to the Employees workspace to view detailed information about an employee. An info bubble containing basic employee details is displayed when you click an employee's name in the Employee field of the Users workspace. This info bubble includes a Go to Employee link, which opens the Employee workspace in a separate tab.Changes to MaconomyAn info bubble displays when you click the employee's name in the Users workspace. This info bubble includes a Go to Employee link, providing quick access to the associated employee data in the Employees workspace.Show System Users as Read-Only
Deltek Tracking: 2094966System users are unlicensed users managed by Deltek CloudOps. These users are now visible in the Users workspace for audit purposes. Only Administrator users can modify system user information within the Users workspace, while non-administrator users have read-only access to all system user-related fields. Previously, system users were only visible to Administrator users.
Changes to MaconomyThe System Users checkbox is added in the Information tab of the Access Control » Users workspace. This checkbox indicates if the selected user is a system user. -
Web Client Framework
Continuous Scrolling in Tables
Deltek Tracking: 2110355
The web client now lets you scroll continuously through the lines of large tables. This replaces the old default where you had to page through the lines in batches.
Setup Instructions
This functionality is enabled by default, and is controlled by the virtualScrollingEnabled setting in the Paging.json file.
To revert to paging in tables, set virtualScrollingEnabled to false.
Adding Predefined Restrictions to Search Layouts
Deltek Tracking: 2032668
You can now add predefined restrictions to search layouts, which are the basis for advanced search dialog boxes. Specifically, you can customize the following:- The addition of a dropdown
- The search restrictions available in that dropdown
- The default value/restriction selected
Changes to MaconomyBy default, the job creation wizard in the web client's Job Home workspace is updated. The advanced search dialog box for specifying a customer on a new job now has a predefined dropdown with the following restrictions: Active Customers, and All Customers.
Adding Tooltips to Cards
Deltek Tracking: 2036444
Companies can now customize the various cards in their web client workspaces with tooltips that can provide guidance and additional information for end users. They can add these tooltips to cards in rows and on columns.By default, the Budget Overrun KPI box in the Job Portfolio Dashboard workspace now contains a tooltip.
For more information regarding this customization, refer to the "Add Tooltips to Cards" section in the Deltek Maconomy Web Client Install Guide.Field Labels in Search Results
Deltek Tracking: 2195865
The web client now prefixes the label of specific field types to their values when these values are displayed in search result dropdowns. This enhancement is applied to the following field types:
- Boolean
- Integer
- Date
- Real
- Time Duration
- Time
- Amount
For other field types, the label is hidden by default.
Before this release, you had to hover your mouse pointer over information in the search results dropdown to see the field labels for the values displayed.
Changes to Maconomy
The enhancement is available by default in the dropdown for the Search field found at the top of workspaces as well as in the search result dropdown for fields found in cards and tables.
Customization Options
You can configure each dropdown as follows:
- Hide the field label (if displayed for a field type).
- Display the field label (if hidden for a field type).
- Replace the field label in the specification with an alternative label.
Refer to the Deltek Maconomy Web Client Install Guide for more information.
Custom Search Favorites in the Web Client
Deltek Tracking: 1077731You can now create and save custom search filters as favorites in the web client. This allows you to apply specific filter criteria, such as expense sheet numbers or date ranges, and save them for future use.Specifically, you can:- Create, name, and save custom search favorites
- Access saved favorites specific to each workspace
- Delete custom favorites (predefined filters cannot be deleted)
Each favorite must have a unique name within its workspace to be saved successfully.
Favorites are stored in user settings, so they remain accessible across different devices when logged in with the same user account.
Container Explorer Tool
Deltek Tracking: 2162669
The web client Setup Tools now includes a Container Explorer tab that consultants can use to quickly look up metadata about a running Maconomy installation.
Access the Container Explorer Tool
The Container Explorer tool requires you to log in before you can access and use it.
To access the tool after logging in:
- On the web client login screen, log in as usual.
- In the address bar, replace “workspace/[workspace name]” with “tools” and then press ENTER. Maconomy loads the web client Setup Tools on the current browser tab.
- Go to the Container Explorer tab.
New Operator for Specifying Date Ranges in List View
Deltek Tracking: 2142660The Between operator is now one of the options available to users when they need to specify dates while in list view. When a user selects this operator for a date field, Maconomy displays a calendar widget that allows the user to specify a date range instead of a single date. The user can also opt to click the week number to select that entire week and close the widget. Maconomy then uses the specified date range to filter the search results it displays.
Improved Display of Budgets with Work Breakdown Structure (WBS)
Deltek Tracking: 2058020Budgets that utilize a work breakdown structure are now expanded by default, up to the sixth level, in the web client. You can expand or collapse levels by clicking the arrow icon next to a parent line. Display options have also been added to enable you to select the level and line height of lines to display in the table.
Changes to MaconomyTo support this enhancement, the following workspaces have been updated:- Budgeting
- Estimating
- Purchasing From Budget
- Quotes
- Progress Evaluation
This feature is also available by default on workspaces that have a tree table structure.
Configuring Default Values for Some Web Client Settings
Deltek Tracking: 915925
Companies can now configure default values for the following Maconomy settings:
• Show recent places• Enable multiple column sorting• Show field bordersFor details on how to configure these and other settings, refer to the "Change Default Settings" section of the Deltek Maconomy Web Client Install Guide.
Adding Customized In-Product Help to Web Client Workspaces
Deltek Tracking: 2139493
Companies now have the option to add customized help articles to the workspaces in their web client application. Specifically:- Once enabled, Maconomy loads the help article from the server and displays it as a Help assistant in the workspace.
- You can further configure the assistant to display a different version of the help article depending on the current user's company and/or locale.
- The functionality supports markdown (.md) and text (.txt) formats.
Changes to MaconomyTo support this functionality, the Help Documents workspace is added to the web client (under Setup » Document Archives).
Import Programs in Functional Workspaces
Deltek Tracking: 1534384This feature enhances the web client's handling of file-related actions, particularly in cases where an import fails. Previously, users were unable to access error logs when an import error occurred. With this update, the web client automatically downloads the error file produced when an action fails, providing detailed information to help users diagnose the issue.
Additionally, you can now directly import job journals and general journals into the workspace. This functionality is available through the new Import action in both the Job Journal and General Journal workspaces.
Changes to MaconomyThe Import action is added to these workspaces:- Jobs » Job Administration » Job Journal workspace
- General Ledger » Financial Operations » General Journal workspace
-
Time and Expense
Monthly Absence Overviews in the Web Client
Deltek Tracking: 915941
Supervisors and absence approvers can now monitor and review monthly absence requests for their team members directly in the web client.
The Team Absence Overview workspace, located under the Human Resources menu group, has been added to the web client to support this functionality. In addition, the Absence Approver Overview and Absence Approval workspaces now include a new Monthly Overview tab.
Both the new workspace and tab display each day in the month you select. Each day on which an employee is absent is color-coded to reflect the approval status of the absence request.
The Team Absence Overview workspace displays absences for all members of the selected team that the current user belongs to. In the Absence Approver Overview and Absence Approval workspaces, the Monthly Overview tab displays absences for employees for whom the current user is the absence approver.
For more information about this feature, refer to the Deltek Maconomy Web Client User Guide.Time and Absence Approval Controls
Deltek Tracking: 1384776Maconomy now provides stricter control over changes to absences and timesheets. A new company-specific system parameter prevents changes to absences once the corresponding timesheet is submitted and approved, while new user actions determine when and by whom approved absences can be reopened.
Specifically:
- The Additional Controls to Manage Workflow of Time and Absence system parameter prevents the submission of timesheets if there are open (unsubmitted or unapproved) absence requests for the same period. It also blocks the creation or approval of absence requests if the timesheet has already been submitted or approved. This system parameter is enabled by default on new installations and disabled by default for upgraded systems to maintain backward compatibility.
- Two new user actions specify whether employees can reopen approved absences:
- Can Reopen Own Absence if Time Sheet is Open: Employees and secretaries can reopen absences only if the linked timesheet is still open.
Recommended setup: This action should be marked for all users to ensure that employees can only reopen absences when the timesheet is open.- Can Approve/Reopen Absence as Absence Approver/Supervisor Unrestricted: Absence approvers and supervisors can reopen or approve absences regardless of the timesheet's status.
Upon upgrade: This action is marked for all users by default.Recommended setup: Unmark this action for all users, restricting absence approvers and supervisors to only approve/open absences when the employee’s timesheet is open.- Reopen All Absences: This existing action allows users to reopen any approved absence regardless of timesheet status.
Recommended setup: Only superusers should have this action marked, allowing them to reopen absences from the past when timesheets have already been approved.- A warning is displayed if users try to submit an absence request when the linked timesheet cannot be updated (for example, if it has already been approved).
Changes to MaconomyA new system parameter, Additional Controls to Manage Workflow of Time and Absence, is added to the System Parameters workspace.
Time Sheet Audit Workspace
Deltek Tracking: 1813723
You can now review information for resubmitted timesheets in the web client. When users are required to submit an explanation upon resubmission of a modified timesheet, you can use the Time Sheet Audit workspace to view the details. This includes the user who made the change, the date it was modified, and the reason for modifying the timesheet. You can also view created and deleted timesheet lines on a timesheet that has already been submitted.
This workspace can be found under the Approvals menu group and is available by default for users with the requisite permissions.
Absence Time as Employee Utilization Category
Deltek Tracking: 2210706
-
BPM and Statutory Reporting
Norway - SAFT: Update Report to XSD Schema 1.30
Deltek Tracking: 2124748The Norway Standard Audit File - Tax (NSAFT) report has been updated to comply with new requirements set by the Norwegian Tax Authority (Skatteetaten or SKATT) for company tax filing. The report must now contain data for up to one financial year or less, so you must now select a calendar month and calendar year within the same fiscal year. The file name format has also been updated to adhere to guidelines.
In addition, changes related to XML tags within the report are as follows:- The <AuditFileVersion> tag is set to 1.30.
- The date format for the <AuditFileDateCreated> tag has been updated from yyyy-MM-dd(+/-)hhmm to yyyy-MM-dd(+/-)hh:mm.
- The <StandardAccountID> tag has been removed from the report.
- The <TaxAmount> tag is now replaced by <DebitTaxAmount> and <CreditTaxAmount>, and these amounts are added to the tax information structure.
- The <GroupingCategory> and <GroupingCode> tags are now mandatory.
- The sequence of elements under the <TaxCodeDetails> tag and the <BankAccountStructure> tag has been changed.
- The opening debit/credit balance and the closing debit/credit balance are now detailed under a new structure, <BalanceAccount>, for both customer and supplier.
- Voucher tags, <VoucherType> and <VoucherDescription>, have been added.
There are also updates regarding data types for several elements in the xsd-schema. These include the following:
- Address, city, and region : from SAFmiddle1textType to SAFlongtextType
- Address number and postal code: from SAFshorttextType to SAFmiddle2textType
- Address street name and additional address detail: from SAFmiddle2textType to SAFlongtextType
- Company header: from SAFmiddle2textType to SAFlongtextType
- Header user ID and account grouping category: from SAFmiddle1textType to SAFlongtextType
- Tax code: from SAFmiddle1textType to SAFmiddle2textType
India Data Backup Report
Deltek Tracking: 2100144This release introduces the India Data Backup Report for maintaining books of account and other relevant books/papers in CSV file format. You can specify the date range for which the report fetches general and sub-ledger entries. The report must be scheduled to run daily, and the data export must be maintained in servers physically located in India while remaining accessible at all times.You can set up the Data Backup Report as a daily recurring background task by providing the date and time range on the workspace. In addition, you will receive an email notification whenever the backup file is available for download and transfer to servers.For more information, refer to the BPM Country Reports Guide.
Denmark Reports Added to Web Client
Deltek Tracking: 2146209The following reports are now available on the Web Client by navigating to Reporting » Country Reports » Denmark:- Annual CSV File (Data Export)
- Standard Audit File - Tax (Data Export)
- VAT Return (Data Export)
Statutory Data Exports Available on Web Client
Deltek Tracking: 1990690Refer to the BPM Country Reports Guide for steps on how to generate the report you need.- Customer Listing Report (Belgium)
- Intra Community Listing Report (Belgium)
- Tax Declaration Report (Belgium)
- Accounting Entry File (France)
- USTVA Report (Germany)
- GoBD Report (Germany)
- Dutch Audit File (Netherlands)
- Standard Audit File-tax (Norway)
- Standard Import/Export (Sweden)
- Tax Submissions (UK)
Germany - GoBD: Running Multiple Instances of the Report
Deltek Tracking: 2172779You can now run multiple instances of the GoBD report. When you run the GoBD report, Maconomy creates a temporary folder, which is then deleted after the generated files are zipped. This ZIP file is placed in the BPMExportPath folder under the Germany directory and given a unique file name with the following format:GoBD_ + companyNumberVar + _ + yyyyMMddHHmmssSSS + .zip
France - AEF: Report Updates
Deltek Tracking: 2120469
The Accounting Entry File (AEF) report now implements a direct query to retrieve transaction numbers associated with vendor payment entries. For customer payments, two new objects have been added to the AR Aging universe, namely Reconcil. Transaction No. and Reconcil. Invoice No., to reconcile payments made by customers against existing job invoices.
The data export's EcritureLet field now displays the reconciliation numbers of the payment entries. The reconciliation numbers of each payment entry refer to the transaction numbers of the vendor or customer entry where the payment entries have been reconciled. For vendor invoices with multiple payments, only the most recent transaction number used to reconcile the payment against the invoice will be shown.
Multiple Companies with Same Tax Number
The AEF report now includes data for multiple companies that use the same company tax number when you select the Include Companies with the same Tax No. checkbox on the selection criteria. The companies must use the same fiscal year and currency (base currency), otherwise, the report throws an error message. To implement this change, the Tax No. object has been added to the AP Aging universe and AR Aging universe.
Updates to Utilization Universe and Reports
Deltek Tracking: 2183948This release includes the following updates to the Utilization universe and reports:- The Utilization universe's drilling hierarchy has been updated to better address customer needs, from Company » Location » Employee Category » Employee » Job to Company » Entity » Employee Category » Employee » Job.
- New dimension objects (Invoiceable, Productive, and Absence) have been introduced to support the new employee utilization category, Absence Time. In line with this, previous Utilization Metric universe objects have been deprecated.
- Previously, invoiceable time was defined based on whether the job and the activity were invoiceable. Now it is entirely the utilization level's Billable Time category that defines whether or not time is invoiceable.
- For each of the Utilization reports, it is now possible to slice data by a chosen standard dimension.
- The newly added Period Charts tab allows you to view utilization metrics over time, including invoiceable time, productive time and absence time. Depending on the date range you specify, the charts display the figures by day, by month, or by quarter.
- The selection criteria is updated with the Utilization Degree Type prompt, which you can use to control whether utilization degrees are calculated based on invoiceable time or productive time.
Note: This prompt is only available on the Web Client via the BI Launchpad.
- The My Utilization report has been added, which is designed for individual users and offers a job-specific view. It displays data only for the employee running the report, including the job name, job number, utilization degree, billing price and hours.
- Cloud reports (except Cloud Utilization Summary) have been deprecated from this release.
-
Project Management
Derived Dimensions Workspace Added to the Web Client
Deltek Tracking: 1867001You can now configure job-specific, date-dependent dimension derivation in the web client through the new Derived Dimensions workspace. This functionality, primarily used by project controllers, allows you to set up dimensions that change over time for jobs. The workspace has been added under the Job Administration » Advanced Job Setup submenu.Additionally, the Job Parameter Selection workspace has been moved to the Advanced Job Setup submenu.
Changes to Maconomy:The Derived Dimensions workspace is added under the Jobs » Job Administration » Advanced Job Setup submenu.
The Job Parameter Selection workspace has been moved to the Job Administration » Advanced Job Setup submenu.
Additional Fields in Invoicing Workspaces
Deltek Tracking: 2238917
Improvements have been made to the invoicing workflow with the addition of fields and actions to the WIP Invoice and Invoice on Account workspaces in the web client.
Specifically, the Cancel Pre-Invoice and Undo Cancel Pre-Invoice actions are now available when you access the Invoice wizard on pre-invoices on the Invoice History tabs of the WIP Invoice and Invoice on Account workspaces. The Cancel Pre-Invoice action is available only if a pre-invoice is not cancelled, while the Undo Cancel Pre-Invoice action is available on pre-invoices that are not pending payment.
The Preferred Invoice Date and Invoice Type fields are also added to the first card in the following locations:
- Jobs » Jobs » WIP Invoice » Invoice Selection
- Jobs » Jobs » Invoice on Account » Invoice on Account
Changes to MaconomyThe WIP Invoice and Invoice on Account workspaces are updated to support this enhancement.
Change Register Workspace in the Web Client
Deltek Tracking: 1270057A new Change Register workspace has been added to the web client, where you can manage change orders.
Specifically, you can:
- Create change orders manually or by copying from another job
- Modify existing change orders
In the Change Order assistant, you can:
- Approve change orders
- Attach documents (both actions are enabled only if the change order is not approved)
The Selection Criteria panel, which is collapsed by default, can be used to filter data.
Changes to Maconomy:The Change Register workspace has been added under Jobs » Jobs.Budget and Task Approval Workspaces in the Web Client
Deltek Tracking: 2008767
You can now approve budgets and tasks in batches in the web client.
Use the Approve Job Budgets workspace to review all job budgets for which you have access. You can submit, approve, or reopen budgets in batches. You can also create budget revisions and/or assign revision codes to several budgets at once.
The Approve Tasks workspace enables you to approve change on tasks, if your Maconomy setup requires approval when someone creates or edits a task. You can utilize the available selection criteria to filter the task list by dimensions, approval status, and so on. In this workspace, you can also define which task types require approval. You can also manage and/or approve tasks individually or in batches.
Both workspaces are available by default for users with the requisite permissions under the Approvals menu group.Setup Instructions
Users must be granted access to submit, approve, or reopen budgets in the Approve Budgets workspace. This can be done by selecting the Submit, Approve, and Reopen checkboxes under Job Budgets for each user in Access Control » Users » Actions.
You can define whether tasks need to be approved, and whether approval is needed for tasks with time or amount activities by using the Task Approval field in Setup » System Setup » System Information » Job Cost. To grant access to approve tasks in the Approve Tasks workspace, select the Can Approve Tasks checkbox for the user in Access Control » Users » Actions.
Central Time Sheet Transfer Added to the Web Client
Deltek Tracking: 1990361The Central Time Sheet Transfer workspace has been added to the Maconomy web client under Setup » Utilities. This addition enables you to transfer multiple timesheet journals at once, improving Maconomy's performance during peak timesheet processing periods.
Note: This workspace is available only if the Central transferral of time sheets system parameter is enabled.
Changes to MaconomyTo support this functionality, the new Central Time Sheet Transfer workspace has been added under the Utilities submenu of the web client (Setup » Utilities » Central Time Sheet Transfer).Job Entries Workspace in the Web Client - New Origin Types Added
Deltek Tracking: 2136913The Job Entries workspace in the web client, introduced in 2.6.3, allows you to view job-related entries. It includes a main entry field and dynamic tabs that adjust based on the data being viewed, with main tabs such as Entry, Transaction, and Journal. The Transaction tab provides access to all finance, job, intercompany, vendor, customer, and asset entries linked to the same transaction.
New in 2.6.4:- New origin types have been added, specifically: General Journal, General Journal Template, Job Accrual, Job Reallocation, Order Invoice, and Order Credit Memo.
- A new Customer Entries table has been added under the Transaction tab.
- A 'More Details' link has been added to the assistant in the Finance, Intercompany, and Vendor Entries tables (Jobs » Job Entries » Transaction tab). Clicking this link opens the selected entry in a separate browser window.
- The JSON layout files for the Job Entries workspace have been restructured to improve usability. For technical teams, further details on the revised JSON layout files are available in the Technical Considerations section.
Changes to MaconomyIn this release, several enhancements have been introduced:- A new Customer Entries table has been added under the Jobs » Job Entries » Transaction tab.
- A new 'More Details' link is added to the assistant in the following tables under Jobs » Job Entries » Transaction tab:
- Finance Entries
- Intercompany Entries
- Vendor Entries
Split Billing Added to Invoicing Workspaces in the Web Client
Deltek Tracking: 2022264Split Billing, which allows you to define multiple bill-to customers for a project, has been added to the WIP Invoice and Invoice On Account workspaces in the Web Client. This feature enables you to set up split billing on Time and Materials (T&M) invoices and invoices on account, simplifying the invoicing process for complex billing scenarios.
Changes to MaconomyThe Split Billing tab is added to the following workspaces under Jobs Menu Group » Jobs Submenu:- WIP Invoice
- Invoice On Account
-
Finance
New Submenus in Human Resources
Deltek Tracking: 2126944
New submenus have been added to the Human Resources menu in the Maconomy web client, providing finance users with enhanced tools for managing project cost calculations based on employee compensation and related data. The Base Salary Rate Calculations submenu supports the calculation of base salary, viewing of base salary rates, and base salary rate details, while the Gross Pay Calculations submenu supports the calculation of gross salary, viewing of gross pay headers, and gross pay details. These submenus also include lookups for compensation calculations and contact persons.
The Employee Overhead Maintenance workspace has also been added to streamline the management of employee overhead costs, providing a comprehensive view of employee-related expenses.
In addition, the Compensation Agreements tab has been added in the Employees workspace, allowing finance users to view compensation agreements for more accurate project cost calculations based on gross pay and related data.
These updates bring existing functionalities from the workspace client to the web client.
See the Deltek Maconomy Web Client User Guide for more information.New Web Client Workspaces in G/L Cockpit
Deltek Tracking: 2126939
Finance users can now easily access and explore finance entries derived from various sources. The following workspaces have been added to the G/L Cockpit submenu in the Maconomy web client:- Local Account Ledger
- Finance Entries
- Customer Entries
- Vendor Entries
- Job Entries
- Intercompany Entries
In addition, the G/L Transactions submenu has been renamed to Financial Operations.
These workspaces are located under General Ledger » G/L Cockpit.
See the Deltek Maconomy Web Client User Guide for more information.G/L Report Writer in Web Client
Deltek Tracking: 2032959
Finance users can extract, present, and store an unlimited number of financial reports in the Maconomy Web Client with the new G/L Report Writer submenu.
To support this functionality, the following workspaces have been added:- Print G/L Report
- Reprint G/L Reports
- Show G/L Report Output Data
- G/L Report Set-Up
- G/L Report Columns
- G/L Report Metrics
- G/L Report Selection Criteria
- Line Styles
These workspaces are located under Reporting » Standard Reports » Financial Reporting » G/L Report Writer.
See the Deltek Maconomy Web Client User Guide for more information.
New Workspaces in Accounts Payable
Deltek Tracking: 2167406
The Purchase Processes workspace has been added in the Maconomy web client, allowing AP users to efficiently manage and process requests for quotes, requisitions, and purchase orders. In addition, purchase orders now support long text, enabling more detailed item descriptions.
Customers can also review information about vendor entries in the new Vendor Entries workspace.
These workspaces are located under the Accounts Payable menu section.
See the Deltek Maconomy Web Client User Guide for more information.
Accounts Receivable Enhancements
Deltek Tracking: 2239329
New features and enhancements have been added to the Accounts Receivable submenu in the Maconomy web client, making customer management, collections, and setup more efficient.
In the Customers workspace, a new Customer Budgets tab has been added to display the customer's budget for the current fiscal year.
The Company Customers workspace now includes a Cash Discount Code field under the Payment Terms card, allowing for better tracking and management of cash discounts. Additionally, a new Exchange Rates tab has been added to provide company-specific exchange rate information for customers.
The Customer Entries workspace is also added to help users review customer entries.
In the Collections Submenu, the Reconciliation Customer Open Entry workspace has been added, featuring updated fields in the Customer Payment card to simplify the reconciliation of customer payments. The External Account and Specifications & Local Specification cards have also been a added to support external accounts and region-specific requirements in the reconciliation process.
Lastly, the Accounts Receivable submenu is now available under the Setup menu, this submenu provides access to the following workspaces:
- Interest Charge/Reminder Principles
- Reminder Texts
- Reminder Text Groups
See the Deltek Maconomy Web Client User Guide for more information.Finance VAT Code Naming Update
Deltek Tracking: 2136865
Previously, the fields "Finance VAT Code" and "Finance VAT Code 1" used the internal field "FinanceVATCode", leading to complexity in dialogues and extensions when the system parameter "UseMultipleVATLevels" was enabled. The field is now renamed, and the following fields will be used:- Finance VAT Code 1
- Finance VAT Code 2
- Finance VAT Code 3
General Ledger and Supplements Setup Workspaces in Web Client
Deltek Tracking: 1915286
You can now perform general-ledger and supplements-related setup in the web client. Two new submenus, General Ledger and Supplements, are added under the Setup menu to support this feature.
In addition, the Supplements island is added to the Customer and Company Customer workspaces in the Accounts Receivable menu to support additional information for customers, vendors, invoices, and companies.
See the Deltek Maconomy Web Client User Guide for more information.
Changes to Maconomy
The following workspaces are added under the Setup » General Ledger submenu:
- Journal Setup
- Posting Period Setup
- Transaction Type Setup
The following workspaces are added under the Setup » Supplements submenu:
- Supplements
- Supplement Types
The Compensation Types Workspace
Deltek Tracking: 2142283
Finance users can now set up the compensation types that they use to operate their company in the newly added Compensation Types workspace in the Maconomy web client.
Additionally, the Compensation Models workspace has been relocated from Human Resources » Setup to Setup » Employees alongside the Compensation Types workspace.
See the Deltek Maconomy Web Client User Guide for more information.
-
System Admin
Standard Handling of Document Output
Deltek Tracking: 2077605Maconomy has a new method of handling document outputs when a task fails and the transaction rolls back.
Previously, any output files generated as a side effect of a Maconomy action were lost if the transaction failed and was rolled back. This is now updated such that when such files are created, they are assigned an attribute indicating whether or not the file can persist through a transaction rollback. All generated files are on hold until the action is completed, and then Maconomy determines which files can be delivered to recipients.
Examples of files that are allowed to survive a rollback include log files from imports, error outputs from failed MPL layout imports, compilation errors, and similar outputs where the purpose is to provide action feedback.Removed UserLanguage Setting
Deltek Tracking: 2202487The configuration setting, UserLanguage, has been desupported and removed from Maconomy.ini. EnterpriseLanguage is now the only setting that specifies the default dictionary language of the Maconomy server.
As part of the upgrade process, the UserLanguage setting is removed from Maconomy installations that are upgraded from previous versions using the latest MConfig. If the setting is still encountered after the upgrade, each MaconomyServer process will log a warning to the server log until the setting is removed from Maconomy.ini manually.
MaconomyServer processes that connect to a database shortname now validate the value of the EnterpriseLanguage setting against the enterprise language stored in the database. If the two values do not match, a warning will be logged to the server log.Improvements to Server Debug Logging
Deltek Tracking: 2133350Maconomy 2.6.4 has implemented the following enhancements to Server Debug Logging:
- Filtering capabilities of server debug logging in logging.ini has been improved, making it easier to focus a debug session on a specific operation of interest.
- In addition to the existing filter on the user principal name, the activation of server debug logging can now be made conditional on the current APM Client name, the thread name, and the container event being performed.
- The filter expression syntax for performing partial matches has also been enhanced, from the simplistic "contains someString" to a more flexible syntax with either wildcards like "*someString*", or full-fledged regular expressions like "/.*someString.*/".
- For the RESTful API, a new HTTP response header is used to indicate when debug logging is enabled, and whether the current request satisfied the configured activation filters:
Maconomy-DebugState: enabled | active
- Clients of the RESTful API can now, for example, implement visual cues when debug log output has been generated by a request.
Dialog Box While Retrieving Data from Server
Deltek Tracking: 2196566While the Maconomy Workspace Client retrieves data from the server, a dialog box now displays after five seconds, with the text: “One moment while we retrieve your data".
Redirect URL Options for SSO Setup in MConfig
Deltek Tracking: 2200949
When setting up any Single Sign-On (SSO) solution in MConfig, system administrators and consultants can now choose from two options when specifying a redirect URL. That is, if they select the External Browser checkbox, the Default Redirect URL field will provide a dropdown from which they can select either of the following options:- http://localhost/
- http://127.0.0.1/ (recommended)
Note: Cloud customers who need a change to their configuration should contact their customer success manager to schedule the request.Watermark Added to Invoicing and E-Forms Workspaces
Deltek Tracking: 2225457Example workspaces in the web client now display a watermark labeled "Example." This helps you easily identify example workspaces, which are unsupported and may change or be removed without notice.
The affected items include the Invoicing and E-Forms workspaces, as well as the Financial Job Card. Example workspaces are not included in any Maconomy standard workspaces but may be included in customized workspaces.
Background Task Administrator User
Deltek Tracking: 1883024A dedicated Background Task Administrator user is added in Access Control » Users workspace. This default user is specifically configured to manage and perform background tasks which were previously performed by a manually configured user. The Background Task Administrator user has the following characteristics:- The Background Task Administrator user has full access across the system, limited only by specific employee field restrictions and access levels.
- The Maconomy Password Block checkbox is selected for this user, and you cannot configure this user's network username and domain name, preventing you to log in to Maconomy as a Background Task Administrator user.
- This user is excluded from the Maconomy users license count.
- The Background Task Administrator user is available by default for new installations and upgraded systems.
Warning: The default Background Task Administrator user will overwrite any customer user with the same name. If a customer does not want to use the default Background Task Administrator user, the customer must create a new Admin user with a different name to manage background tasks.
Changes to MaconomyA dedicated Background Task Administrator user for Maconomy is added in Access Control » Users workspace.See the Deltek Maconomy System Admin Guide for more information.
UpdateLog and RequestLog Setup Files
Deltek Tracking: 2262638Empty default files for the setup of UpdateLog and RequestLog are now included in the TPU. This makes it possible to enable the involved Maconomy add-ons before the final configuration files are deployed to the Maconomy system.
RequestLog and UpdateLog in CustomizationDir Folder
Deltek Tracking: 2262639It is now possible to put these files anywhere in the CustomizationDir folder hierarchy of a Maconomy installation. Previously, the RequestLog (RequestLog.cnf) and UpdateLog (UpdateLog.cnf) configuration files were placed in the standard installation folder (MaconomyDir/Definitions). Previously, the RequestLog (RequestLog.cnf) and UpdateLog (UpdateLog.cnf) configuration files were placed in the standard installation folder (MaconomyDir/Definitions).
MConfig: Removed Support for Maconomy 2.3 and Older Versions
Deltek Tracking: 2288039Maconomy now uses MConfig 11.0, which does not support the installation, maintenance, or configuration of Maconomy 2.3 (Internal Version 19) or older versions. However, you can still use older versions of MConfig for Maconomy 2.3 and previous releases.
-
REST API
Support for Long-Running Operations and Progress Bars
Deltek Tracking: 1858403
With Maconomy 2.6.4, the Containers Web Service (Version 9.0) allows client programs to receive results of long-running operations asynchronously. Progress updates are sent to the client program through an events stream. Once the actual result is ready for pick up, it is announced in a Done event. The Events Web Service handles everything related to events and requests. On the Web Client, progress bars display so you can view progress information from the server. -
Performance
Improved Database Performance
Deltek Tracking: 2262032
Database performance has been improved by removing usages in WHERE clauses for the following functions:- ISNULL in queries generated for applications using MS SQL Server database
- NVL in queries generated for applications using Oracle database
Previously, the ISNULL / NVL function created by the universe generator impacted the performance of database queries, which required large CPU usage and slowed down Maconomy.
If you need to revert to the old behavior, you must include the following line in the MaconomyCustom.ini file:UseDbFunctionsToHandleNullValuesInOuterJoins=true
-
Touch
Update to Touch Login Screen
Deltek Tracking: 2245676
The Unblock User link is now removed from the Touch login screen. This update is a result of the following Maconomy enhancement that was released with version 2.6.3:
- New User Blocked Field (Deltek Tracking: 2032815)
Users who are blocked from logging in with their Maconomy credentials are advised to perform the steps found in the next sections.
For Touch users on Maconomy 2.6.2 or earlier
If you are unable to log in after three attempts, Touch will display the following error message: "The user account is currently blocked. Please reset the password or contact an administrator."
- Use the Forgot Your Password? link on the login screen.
OR
- Contact your system administrator who will then clear the Maconomy Password Blocked checkbox in the Users workspace.
For Touch users on Maconomy 2.6.3 or later
If you are a blocked user, Touch will display the following error message when you try to log in: "The user is blocked. Contact a system administrator (username)."
- Contact your system administrator who will then clear the User Blocked checkbox in the Users workspace.
If you log in with incorrect credentials, Touch will display the following error message: "We could not log you in. You have either entered an incorrect username and password, or your account is temporarily blocked due to too many unsuccessful login attempts (username)."
- Log in with the correct credentials. In case Touch displays an error message indicating that you are a blocked user, you can ignore that and make another login attempt.
OR
- Use the Forgot Your Password? link on the login screen.
Touch Security Enhancements
For more information about Touch security enhancements, refer to Security Enhancements.
-
People Planner
Bookings in the Assignment Management Workspace
Deltek Tracking: 2193649, 2194371, 2239615The Resource Assignments workspace has been renamed to Assignment Management to provide a more apt description of the functionality of this workspace. You can now create and manage bookings in this workspace. The functionality is the same as in other Web Components, including dynamic bookings, the utilization of booking categories, and so on. This functionality is also supported on bookings with an approval workflow.
Task Period Indicator
Deltek Tracking: 2191741
A task period indicator has been added to the Assignment Management workspace to provide better visibility of the span of a resource’s task. Arrows now indicate the start and end date of a task to allow for easier reference of upcoming task deadlines. The task period indicator can be toggled on or of using the Show period indicator checkbox at the bottom of the workspace.
Display/Hide Zero Values in All Display Views
Deltek Tracking: 2199138, 2248562
Prior to this release, cells with zero values in any of the Gantt charts would either display a zero value or a blank cell, depending on your chosen display view. You can now choose to display zero values or blank cells in the Web Components when using any of the display views. This functionality is also available when you group rows by column values in the grid.
To support this functionality, the Display 0’s in all Display Views setting is added to the Admin Tool/Web Admin Tool. Three options are available:
- Classic: Enable this option to use existing functionality prior to 4.7, wherein the value may or may not be displayed, depending on the chosen display view.
- Always: Enable this option to always display the zero value in the Gantt charts and on grouped rows in the grid when using any display view.
- Never: Enable this option to hide the zero value in the Gantt charts and on grouped rows in the grid when using any display view. A blank cell is shown when its value is zero.
Display Total Bookings for Grouped Rows in Assignment Management
Deltek Tracking: 2191551
When you group rows based on column values, the Assignment Gantt (AG) now displays a summary line of the total number of bookings for each row.
Column Chooser in Booking Event When Using Resource Summary Views
Deltek Tracking: 2206339
The Column Chooser is now available for events when you create a booking in the Resource Management workspace. This functionality is available only when using the resource summary views.
Additional Details When Assigning/Reassigning Resources
Deltek Tracking: 2146092
Subgrids are added to the Assign/Reassign Resource dialogs to provide more information about a resource’s assignments. Click on the arrow next to the resource name to display the subgrid, which provides the assignment and booking details. You can sort, group, and customize columns within the subgrid to accommodate your needs, but all information displayed here is read-only.
To support this functionality, the Show assignment detail grid in assign/re-assign window setting is added to the Admin/Web Admin Tool. By default, this setting is disabled.
Display Dates in Day View
Deltek Tracking: 2198469
When viewing bookings on the Day view in the Web Components, both the day and its corresponding date are now displayed for easy reference.Multiline Editor for Assignment Text Field
Deltek Tracking: 2199065
Prior to this release, you could only enter information in the Assignment Text field on a single line. To improve readability, long text support is improved when entering details in this field across the Web Components. You can now click on the field to open a dialog box and enter information, then press ENTER to add multiple lines of information in this editor. The dialog box can also be resized to view the details in a larger window.
Editable Comments in Resource Summary Views
Deltek Tracking: 2207147
The Assignment Text field has been added to the booking dialog. When you add or edit existing information in this field, it is also automatically updated, wherever it is available in the Web Components.
Five Day Work Week View
Deltek Tracking: 2146088The Work Week view is now available in the Web Components. Use this view to display bookings on weekdays only. However, the total number of booking hours may not match what is displayed in this view if a resource has bookings on a Saturday or Sunday, as it is still considered when calculating the total.
Enhancements to the Web Admin Tool
Deltek Tracking: 2148509
Additional functionality is now available in the Web Admin Tool for more accessibility when you are configuring People Planner. You can now view the version history of your People Planner system in the Home window. This includes the release version, release build, upgrade date, and the user who modified the system.
The Task Scheduling window is renamed to Tasks. A Custom Import Mappings tab is added to this window to support new functionality, wherein you can utilized import mapping through Excel and CSV.
Display Number of Grouped Records
Deltek Tracking: 2211489
When you group rows based on columns, the grid header now displays the number of records grouped under its category. This is helpful when you want to know whether you are expanding a group with a large amount of records. This enhancement applies to both groups and subgroups in the main and subgrids, and is supported across all the Web Components.
People Planner Web Server Performance Optimization
Deltek Tracking: 2172890
Performance has been improved to provide faster loading times when accessing People Planner after a long period of inactivity. The first user to access People Planner after such a period will notice significant improvements in the responsiveness of their first action after logging in. This enhancement is useful for scenarios such as being the first user to access People Planner at the beginning of the workday or after the lunch period.
Note: These changes may not be felt by many in Production environments where load may not lead to web servers becoming inactive, but may be significant in non-production environments.
For Maconomy Cloud users, this configuration option is available for implementation upon request.
Enable Improved Startup Performance
To improve loading time upon startup:
- In the IIS site settings, go to the advanced settings.
- In the Preload Enabled field, set the value to True.
- Click OK.
- In the IIS Application Pool settings, go to the advanced settings.
- In the Start Mode field, set the value to AlwaysRunning.
- In the Idle Time-out (minutes) field, set the value to 0 (zero).
- Click OK.
- Edit the web.config file to include a preload page for the Web Components.
For example:<system.webServer><applicationInitialization doAppInitAfterRestart="true"><add initializationPage="/PreloadingPage.aspx"/></applicationInitialization></system.webServer>
To ensure that this enhancement works, you must enable the Application Initialization Windows feature on your system. In the Windows Features window, go to Internet Information Services > World Wide Web Services > Application Development Features and select the Application Initialization checkbox.Local Specification Description Columns
Deltek Tracking: 2163856
The Local Specification Description 1-10 columns are now available in the Web Components to provide more information about your projects. These fields can be selected and added to any of the Web Components through the Column Chooser.
Dynamic Bookings on Fixed Days
Deltek Tracking: 2142271
You can now create dynamic bookings for specific days of the week, instead of selecting a range of dates where a resource may not be available on particular days. This feature is available only when you are using the Day or Work Week view in the Web Components.
When you create a dynamic booking in this view, the Repeat On field is now available in the booking dialog, wherein you can select which days of the week should be included. By default, all weekdays are selected, but you can add or remove them as needed.
For more information about this feature, refer to the People Planner Web Components Guide.
Skills Filtering in the Resource Management Workspace
Deltek Tracking: 2199096You can now filter resources by skill type in the Resource Management workspace. This is particularly helpful when a long list of skills is available for selection. The Skills Filter dialog has also been improved with a more user-friendly layout that enables you to easily view skill types, skill names, and skill levels.
Restore Default Filters
Deltek Tracking: 2225309
This enhancement provides a simple way to remove multiple filters while working in the Web Components. You can now easily revert to the default filters of a layout by right-clicking on any column header and selecting the Restore Default Filters option.
This feature can be used in all layouts: standard, shared, and personal layouts. It is available across all Web Components, including the Assign/Reassign Task dialogs.
View Resources for Selected Events
Deltek Tracking: 2209729
In the Web Components, you now have the option to disable the feature that limits resource visibility to only those assigned to events within the selected project. This is controlled by the new View Only Resources Assigned to Selected Events setting, available in the Admin Tool. When this setting is disabled, all resources with assignments are displayed in the Resource Gantt (RG) view within project management workspaces, regardless of their assignment to specific events.
Context-Specific Web Component Layouts
Deltek Tracking: 2265742
Context-specific Web Component layouts allow you to display different layouts by default. You can implement the same Web Component, but in different Maconomy contexts. For example, you could use the Resourcing Web Component for Project Planning and create a Maconomy tab containing an instance of this with a very simple layout for initial planning. You could then create another tab with the same component, but with much more advanced columns and actions related to planning follow-up as part of Progress Evaluation.
To use context-specific layouts in the Maconomy Workspace Client (WSC), modify the existing People Planner context definition with a new named context in the MDML file. If you are using the Maconomy web client, modify the context definition in the JSON file. You can then open the Web Component in this context and save the layout using the layout controls.
Note: It is important to give this layout a unique name to avoid conflicts during role assignment and potential issues when importing layouts, which could lead to errors or unintended overwrites.
-
General ApplicationRevisions for Permanently Blocked EmployeesWhen the Allow Permanently Blocking of Employees system parameter is enabled, you can no longer add or change revisions for an employee that is permanently blocked.
Defect: 2238920Adding One Employee to Job Employees Results in Slow PerformancePreviously, when many employees were already in Employee Control, adding a single employee to Job Employees caused slow performance. This issue has been resolved.Defect: 2171161Incorrect Header Values Used in Enterprise and Company Tax Code Fields in Draft Invoices
Defect: 1489066Subjob Transaction Time Stamp Updates Incorrectly When Main Job Is Changed
When you changed a main job, the Transaction Time Stamp on a subjob sometimes updated even though no changes to the subjob were made.Defect: 1451751Wrong Exchange Rate on Job Credit Memo with Direct EntryWhen you added a direct entry on a credit memo created by reversing an invoice, it previously used the wrong exchange rate. This problem has now been fixed.Defect: 1986224Timesheet Can Be Created for the Period That Is Not Available in the Week Calendar
The Require Week Calendar when Creating Time Sheet system parameter has been introduced. By enabling this feature, users will be able to create time sheets only if a week calendar is already in place.Defect: 1408101Missing Fields in Workspace Client Approval CenterWhen you accessed the Approval Center standard layouts in the WSC, the Show Substitute Lines and Show Super Approver Lines fields were not available. This error is corrected.Defect: 2028575Internal Error During Job CreationUsers searching for a field value then saving the changes could encounter one of the following errors:- "You are not allowed to modify records fields which you have sliced out."
- "Cannot send field values to the "X" container for fields that were excluded from the pane."
This issue is now fixed.Defect: 2221627Batch Job ReAllocation Fails if ReAllocateTo JobNumber Is Set to a Nonexistent Job
Defect: 2086225Autosubmit Attribute Only Took Effect Once
The auto submit functionality did not save field changes if the user modified the same field more than once. This is now corrected.Defect: 2209757User Validity Period in Web ClientWhen you viewed the user card, the validity period was only labeled as "Period". This was changed to "Validity Period" for clarity.Defect: 2154879Unable to Resubmit and Reapprove a UserWhen you used the Copy User Role action to add a new role to an already submitted and approved user in Setup » Users workspace, the Submit action was disabled, preventing resubmission and reapproval of the changes. This error is corrected.Defect: 2179204Embedded Row Would Load Target URL Even When Query Parameters Were Not Yet Fully ResolvedIn workspaces that contained an embedded iframe, the content of the iframe could be refreshed too often if the source URL depended on data in the workspace. This unnecessarily strained both the server hosting the content and the user's browser. This issue is now fixed.Defect: 2159352Missing Employee Number in the LinkedEmployeeNumber Field
Previously, when creating contact persons as part of the employee creation process, the LinkedEmployeeNumber field on the contact person would not correctly contain the employee number of the employee the contact person was linked to. This error is corrected.Defect: 2164619Journal Posting Error from Sales Order InvoiceWhen you attempted to post a journal from a sales order invoice, the value in the Exchange Rate Variance Balancing, Enterprise field was incorrectly calculated, which could have led to a posting error. This is now fixed.Defect: 2276871Embedded URL Evaluated Even If the Tab Was Not Selected
If an external website was embedded in a section of the workspace that was currently inactive (for example, it was contained in an inactive tab or a minimized assistant), then it could be unnecessarily reloaded when the workspace refreshed. This problem is now fixed. The embedded website will only be refreshed when that section of the workspace becomes active.Defect: 2180204New User Role Action for System UsersWhen you logged in as a non-administrator user, the New User Role action for system users was enabled. This error is corrected, and the New User Role action is now disabled.Defect: 2213348Error in Approving Inventory TransactionPreviously, you cannot approve an item shipment transaction if you specified a value in the FIFO Batch No. field. This error is corrected.Defect: 2240486Error in the Required System Level Windows GroupThe Required System Level Windows group did not provide access to the dialog windows 'API CurrentUserRole' and 'API CurrentEmployee'. This issue was only present in systems that were installed with version 2.6.1 or higher. Upgraded systems did not experience the problem.Defect: 2245031Previously, it was not possible to add a value to an empty Date of Birth field if the employee was linked to a Talent Management user. This error is corrected.Defect: 2254373Clicking Previous/Next Arrows Beside Search Filter Returned User to the First Record
Deltek Tracking: 2259046, 2255752The search filter found at the top of some workspaces (for example: Job Home, Expenses) would occasionally display the incorrect record. This issue occurred when:
- The record initially selected by the user was not listed on the first page of search results (that is, the first 25 records).
- The user edited some fields and saved the changes, or clicked an action.
When the user tried to navigate using the Previous/Next arrow buttons, the search filter would incorrectly revert to the first record on the list.This has been improved; the search filter now loads the same number of records as previously shown in the search filter dropdown.Defect: 2259046Number of Records for Web Analyzer Should Be Capped at 5000 Rows
The number of records that the Web Analyzer will retrieve without using streaming or downloading of rows is now capped at 5000 rows. This was previously the default. If you update this to a number higher than 5000, Maconomy will now issue a warning in the Coupling Service log.Defect: 2266804Attempt to Apply State Parameters to an Empty Response in a Single-Container
When working in the Jobs workspace, you could encounter an error when switching between invoiceable and non-invoiceable jobs with the Customer tab open. This is now corrected.Defect: 2271660 -
Time and ExpenseUpdate Fixed Hours on TimesheetsIn the Approve Timesheets single dialog workspace, when the Update Fixed Time at Approval checkbox was selected, the fixed hours were updated only on the weekly timesheet, and not on daily timesheets. This error is corrected to update fixed hours on the daily timesheets as well.Defect: 2191550Incorrect Transaction Type on Transferred Job EntriesWhen you changed a job entry with the transaction type "Job Transfer" in Itemize Invoice Selection, it sometimes reverted to its original transaction type, such as "Expense," if the job entry was still open..Defect: 1173374Error Message 'The Draft Invoice Has Been Approved' Displayed Upon Job Closing
When you enabled approval hierarchies for draft invoices and ticked the 'Approve at Submission' field, an error stating 'The draft invoice has been approved' displayed upon closing a job where the 'Create invoice upon job closing' parameter was enabled. The workaround before the fix was to remove 'Approve at Submission' in the Approval Hierarchy for Draft Invoice.Defect: 1993722Prevent Creation of Absence and Allowance Requests if No Employee is SelectedIn the Absence Approver Overview and Secretary Absence Overview workspaces, a user could, by error, create entries for themselves if no employee is listed or selected from the filter list. This error is corrected.Defect: 2146374Missing Navigation Parameters for Selection Criteria in Periodic Allowance Results in Error
When you changed the selection criteria in the Periodic Allowance workspace without saving a change to a value in the table, an error stating "The record that was to be updated in table is not present in the latest state" displayed. This error has been corrected.Defect: 2152996"Employee Name 1" Missing in Web Client Layout, Causing Absence Approval Filter to Show No Results
When you used the search field in the Absence Approval and Allowance Approval workspaces in the web client, it did not search based on employee name. This error has been corrected.
Defect: 2153617Go to Mileage Sheets Link Not Working
When you clicked the 'Go to Mileage Sheets' link in the assistant on an approved mileage sheet, it did not open the corresponding mileage sheet.Defect: 2155008All Requests Are Displayed When Selecting a Period Not Included on the Employee's Vacation CalendarWhen you selected a period in the Maconomy vacation calendar that was not covered for an employee, all requests for all time were incorrectly displayed. This issue affected the Employee Absence, Absence Approver Overview, Employee Allowance, and Secretary Absence Overview workspaces. Now, only requests following the last period in the vacation calendar will be displayed.Defect: 2158741System Error When Opening Expense Sheet StatusWhen you opened the Expense Sheet Status workspace without enabling approval hierarchies for expense sheets, a system error occurred. This is now fixed.
Defect: 2172896 -
BPM and Statutory ReportingPerformance View Issues on SQL Server
Previously, there was an issue with the performance view, JOBENTRYJOBINVOICELINEPV, on the SQL server. This error is corrected such that the view has been changed to be an ordinary database view instead of being an indexed view.Defect: 2275107Fields Not Populating in Job Budgeting Universe Query
Previously, the Committed - Job field and Invoiced - Job field did not reflect any value due to the removal of a table filter that restricted purchase order lines to those that were not text lines. This error is corrected.Defect: 2260553Germany - GoBD: Incorrect Values in Account File
Previously, the GoBD report displayed incorrect values in the generated Account file (Account.csv) for EntryAccountType, AccountGroup, and ProfitAndLossStatus. This error is corrected.
Defect: 2209849USync: Incorrect Properties for New BO User
Previously when syncing new users to Business Objects, the user properties were incorrect. This error is corrected.Defect: 2170962USync: Error Updating User
Previously when running USync and the Allow update of users option was enabled, it did not reflect the properties set on the USync parameters. This error is corrected.Defect: 2240359Employee Entity ID Displayed Blank Value
Previously, the EMPLOYEE_ENTITY_ID displayed blank values after running ETL is due to a missing field in the Dimension lookup/update. This error is corrected.Defect: 2127646Incorrect Stream Date Field in Standard Dimensions
Previously, the Customer Entry, Vendor Entry, Finance Entry and Budget Entry transformations were using the incorrect Stream Date Field, which resulted to slow performance. This is error is corrected.Defect: 2072270UK Tax Submissions: Error Importing Blank Fraud Prevention Header
Previously when you imported a fraud prevention header file with blank fields, a prompt displayed ("Invalid Fraud Prevention Headers file format. Please import a valid file."). This error is corrected.Defect: 2249236UK Tax Submissions: Unable to Update Fraud Prevention Header
Previously when you uploaded a fraud prevention header file with new values, the stored file was not overwritten unless you restarted the coupling service. This error is corrected such that the file is now updated without having to restart the coupling service.Defect: 2249242Germany - GoBD: Special Characters in Unknown Format
Previously, some text fields on the GoBD report displayed special characters in unknown format due to wrong file encoding. This error is corrected by adding a Byte Order Mark (BOM) implementation to the output file to ensure files are correctly recognized as UTF-8 encoded. This allows direct opening and viewing of special characters and international text without additional steps like importing from text or CSV formats.
Defect: 2264600Germany - GoBD: Non-alphanumeric Characters Affect Column Structure
Previously, non-alphanumeric characters within string values disrupted the column structure of the report. This error is corrected by improving how the report handles double quotes within text encapsulators to prevent premature string termination. This ensures CSV files with complex text structures are parsed correctly.
Defect: 2264707Germany - GoBD: Customer Master Data Not Showing String Values
Previously, the GoBD report provided internal popup values instead of string values. This error is corrected.Defect: 2145933Incorrect Handling of Revenue Recognition in WIP Reports
Previously, entries of Revenue Recognition type were excluded from WIP calculations. This error is corrected.Defect: 2153742Incorrect Values for PieceRef and PieceDatePreviously, the AEF report displayed the transaction number and transaction date for PieceRef and PieceDate of vendor invoices respectively. This error is corrected.Defect: 2165319Previously, the Bank Reconciliations report had data display issues due to the unexpected behavior of the following prompts:
These errors are corrected.- Bank Registration Number: When any value was selected for this prompt, there was no dataset retrieved. When left blank, the report displayed data.
- Bank Account Number: This prompt did not allow single value selection such that when you attempted to select a single value, all other available bank account numbers were also selected.
Defect: 2203848
Previously, Business Objects (BO) 4.3 SP3 Patch 5 had an issue wherein the drill filter displayed empty values so you did not have the option to change the filter's value. This issue is now corrected on BO 4.3 SP3 Patch 11.Defect: 2170959Error Using Cross-Tab Table on BO 4.3 SP3 Patch 5
Previously when you ran an ad-hoc report using cross-tab tables, and then added a break and break header, an error message displayed once the measure was updated. This error is corrected on the Business Objects 4.3 SP4 Patch 6 and higher versions.Defect: 2176485When running the SIE report, your system must have at least 10 GB free memory, otherwise, it fails to retrieve the next page when the amount of data is large. For example, 10GB of free memory is required to run 1.2m data at 50k per page.
If you run the SIE report to include millions of data, you must adjust the offset to 100k up to 500k. Keep in mind that 100k~500k offset cannot be applied if system memory is below 10GB. Additionally, make sure settings in CMC for the SIE report are all set.Defect: 2148382 -
Project ManagementMissing Action in Import Jobs Import ProgramThe Undo Transfer Invoicing Plan action was missing in the Import Jobs import program. This error is corrected and the action is now available in the import program.Defect: 2271280Incorrect Information in Info Bubble after Resubmission of Approval RecordWhen you resubmitted an approval object without changes, the information regarding submission in the info bubble was incorrect. This occurred when no approval hierarchies was set up for the approval process. This error is corrected by adding new variables, which include information about the user who submitted the record. These include:
- ApprovalGroupSubmittedByVar :"Submitted by, Approval Group"
- ApprovalGroupDateSubmittedVar :"Date Submitted, Approval Group"
- API_JobBudgetsCardByType
- CompanyCustomerCard
- CompanyVendorInfoCard
- CustomerCard
- Employees
- ExpenseSheetStatus
- ExpenseSheets
- GeneralJournal
- InvoiceDraftStatus
- InvoiceEditing
- JobBudgets
- JobProgress
- Jobs
- MileageSheets
- PurchaseOrders
- QuoteEditing
- ShowVendorInvoices
- SupervisorTimeSheetStatus
- TimeRegistration
- TimeSheetStatus
- TimeSheets
- Users
- VendorCard
- VendorInvoiceAllocation
- API_JobBudgetsCard
- InvoiceAllocation
- QuoteRevisions
- ShowVendorInvoiceJournals
The addition of these fields affect the following web client layout files:- AccessControl/Users/Users_Record.json
- Customers/CompanyCustomers/CompanyCustomers_Record.json
- Customers/Customers/Customers_Record.json
- HumanResources/EmployeeInformation/EmployeeInformation_Record.json
- JobCost/DraftInvoiceStatus/DraftInvoiceStatus_Table_Row.json
- JobCost/JobEForms/JobEForms_Record.json
- JobCost/JobEntries/Origin/TimeSheet/JobEntries_Origin_TimeSheet_Tab.json
- JobCost/JobHome/JobHome_Record.json
- JobCost/JobProgressEvaluation/Progress/JobProgressEvaluation_Progress_Tab.json
- JobCost/JobQuotes/JobQuotes_Record.json
- JobCost/JobRiskManagement/JobRiskManagement_Record.json
- JobCost/SupervisorTimeSheetOverview/SupervisorTimeSheetOverview_Table.json
- JobCost/WeeklyTimeSheets/WeeklyTimeSheets_Record.json
- Vendors/CompanyVendor/CompanyVendor_Record.json
- Vendors/InvoiceAllocation/InvoiceAllocation_Record.json
- Vendors/Vendor/Vendor_Record.json
- Vendors/VendorInvoiceJournalLookup/VendorInvoiceJournalLookup_Record.json
- JobBudgeting/JobBudgeting.json
- JobEstimating/JobEstimating.json
- PurchaseFromBudget/PurchaseFromBudget.json
Customers with customizations in the aforementioned layouts need to install changes for the new fields.
Defect: 2094070Overflow Error when Reallocating Job EntriesWhen you attempted to reallocate job entries from expense sheets on a transferred job with the Update Prices on Amount Registrations upon Job Reallocation system parameter enabled, an internal overflow error occurred.Defect: 1963925System Error When Changing Rounding Settings Before Printing Invoice
If you changed the setup of currency rounding or enable currency rounding, the posting of invoice journals may fail in some cases where invoices cover job entries that were created before the change in setup. Maconomy will now issue a warning that it may be necessary to reallocate open job entries in this case.Defect: 1509556Incorrect Approval of Blanket Invoice Selection Due to On Account Reconciliation Error
When you approved a Blanket Invoice Selection that included jobs with T&M for invoicing, Maconomy might have approved on account reconciliation on other jobs, even if they were only currently selected for invoicing on account. If the draft invoice was approved and printed, the affected invoices on account were not reconciled and the approved reconciliation remained. This issue has been fixed.Defect: 2067499On Account Reduction in Batch InvoiceWhen carrying out blanket invoicing, you can set the on account reduction to zero on the job, then approve and print a draft invoice in the Batch Invoicing workspace. An error occurred where the draft and final invoice would include on account reduction even though it was set to zero. This error is corrected.
Defect: 2115825Incorrect Quantities in Job Analysis ReportsThe Job Analysis Basic and Job Analysis Advanced reports displayed incorrect values for open quantity and quantity up/down, if an invoice with G/L accrual entries had been credited without restoring job entries. This error is corrected.Defect: 1964004Error When Crediting Partially Transferred Job Entry
When you partially invoiced and then transferred a job entry, the invoiced quantity was incorrect. This error has been corrected.
Defect: 1237565Error During Approve Action from Blanket InvoicingWhen you performed the "Invoice to Credit Memo" action in Blanket Invoicing based on the "T&M and On Account" invoice, which included On Account reconciliation and Invoice On Account on the same jobs, an error occurred during the Approve action from Blanket Invoicing.Defect: 2126371Copy Budget Action Incorrectly Updates Instance Keys in Target BudgetWhen you enabled the option to overwrite duplicate lines in the copy budget functionality under job budgeting, instance keys were incorrectly updated. The instance keys are now preserved.
Defect: 2156532Filtering Error in Purchase Order Lines TabAn error would occur wherein the Purchase Order Lines tab would disappear from the Job Home workspace if you filtered the information for any column in the table. This error is corrected.Defect: 2159331Incorrect Credit Memo in Blanket InvoicingWhen the Set Job Entries For Invoicing After Print Invoice system parameter was enabled, the Invoice to Credit Memo action in Blanket Invoicing may have produced a credit memo that differed from the invoice. This error is corrected.Defect: 2162087Error When Approving a Blanket Invoice SelectionWhen you approved a blanket invoice selection where you had used the Invoice to Credit Memo action, an error occurred. This is now corrected.Defect: 2187485Incorrect Amount on Draft InvoiceWhen you used invoice preparation for a job with an invoice currency that is different from the job currency, the invoice editing and subsequent invoice did not show the correct amount. This is corrected in the special case where the Group Budget Lines checkbox on the selected invoice layout rule is not selected.Defect: 2174781Incorrect Amount on Draft Invoice from Invoice PreparationWhen you used invoice preparation for a job that uses an invoice currency that was different from the job currency, the invoice editing and subsequent invoice displayed information in the job currency. This error occurred on jobs that had an invoice layout rule wherein the Group Budget Lines checkbox was selected.
To correct this error, the standard layout is updated to include the currency on amounts in the system. The billing price for invoicing and budgeted billing price is presented in the invoice currency once you prepare an invoice from the budget.Defect: 2174800Progress Evaluation ErrorAn overflow error could occur when you evaluated progress. This error is corrected.Defect: 2185135Mark for Submission Fails in Approve Job Budgets
When you marked a job budget for submission in Approve Job Budgets, a system error could occur. This is now fixed.Defect: 2176407Reverting Job Invoice Allocation Resets Amount for Invoicing on Account
When you reverted a job invoice allocation while invoicing an account, the amount for invoicing on account was set to zero. This has been corrected so that the amount for invoicing on account is not affected by the reversal of a job invoice allocation.Defect: 2179244Duplicated Approver Access in Copied Journals
When you copied journals of the General Journal type, the reference to the approver access tickets was also copied, potentially granting unexpected access rights to approvers.Defect: 2191816Approver Access Issue with Copied Purchase Orders
When you enabled approval hierarchies for purchase orders and created a purchase order as a copy of another one, they might have shared the same set of approver access tickets. This could have prevented the approver from accessing the purchase order they were supposed to approve.Defect: 2193772Error When Using Fixed Exchange Rates on Jobs and Shared Invoices
When the system parameter "Exchange Rate on 0-invoices as Invoiced On Account" was enabled and the system parameter "Fixed exchange rates in budgets only" was disabled, and you used Fixed Exchange rates on the job and shared invoice on account, a system error might have occurred when printing a zero invoice.Defect: 2197402Error During Approval of Blanket Invoice SelectionThe following error message could display upon approval of a blanket invoice selection for jobs in a job collection sharing invoices on account:
"Invoice on account no. [invoice number] from job [job number] was reconciled by invoice. It cannot be reopened, since that job is now closed."
This could occur if an already fully settled invoice on account on a closed job in the same job collection was included in on account reconciliation. This error is corrected.Defect: 2213141Loading Error Due to Missing Long Text SupportAn error would display when loading the following workspaces:- WIP Invoice
- Invoice On Account
- Draft Invoices
- Customer Invoicing
- Invoicing example workspace
This occurred when the Enable Long Text Emulation in Workspaces system parameter was enabled because long text support was missing in the aforementioned workspaces. This error is corrected.
Defect: 2238957Error When Leaving Workspace With Unsaved ChangesIn the Progress Evaluation workspace, if you modified information on both the card and table all at once, an error would occur if you tried to navigate away from the workspace without saving. This error would require a browser restart. This is now replaced with a user-friendly warning message that informs you that unsaved changes will be lost if you leave the workspace.
Defect: 2249723 -
FinanceVendor Invoice Reallocation Error Fix
Previously, users encountered a posting error when reallocating a vendor invoice to a job with a fixed exchange rate. This error is now corrected.Defect: 2226752Purchase Order Number Removed on Job Budget LineThe value in the Purchase Order Number field on a job budget line was always removed when the latest purchase order was deleted. This error is corrected. If there is another purchase order line associated with this job budget line, the purchase order number field contains a value. The field is blank only when you delete the last (not latest, meaning there are no other existing purchase orders) purchase order on the job budget.Defect: 1997249Correction to Fiscal Period Display for Extended Fiscal Year
There was an issue where the fiscal period on finance entries for an extended fiscal year was not specified correctly. Periods from the extended year were incorrectly set to period - 12, causing period 14 to be mistakenly shown as period 2. This issue has now been corrected.Defect: 565008Import File Update Error for Purchase Orders
Previously, using the import file to update purchaseorderheader.transactiontype on several Purchase Orders also updated the corresponding purchase process description fields with the same value as the purchase process corresponding to the first purchase number in the import file. This error is now corrected.Defect: 1892903Update to Purchase Order LinesFields related to purchase receipt and job accrual can now be changed after a purchase order is approved. Maconomy will no longer re-derive dimensions on purchase order lines if the user only make changes to fields allowed for change after approval.Defect: 1253549Correction to Exchange Rate Table Usage for Job-Related Entries
Previously, there was an issue where the selected exchange rate table was ignored for job-related entries. This issue is now corrected, and jobs without fixed exchange rate information will use the specified exchange rate table instead of the standard exchange rate table. Jobs with fixed exchange rates will continue to be calculated as they are currently.Defect: 1219898Update to Sequence Numbering MethodSequence numbers must now be unique even if finance entries are posted on different entry dates, also for cases where they have identical values in the fields specified by the sequence numbering method.Defect: 1963338Correction in General Journal Posting for Exchange Rate Entries
Previously, Maconomy automatically adjusted currency amounts to balance journal lines in multiple currencies, even for lines marked as exchange rate entries. This behavior caused inconsistencies, as exchange rate entries must have a zero amount in the original currency. This issue has now been corrected, and the system ensures that currency amounts are no longer automatically updated for journal lines marked as exchange rate entries.Defect: 2009584Correction of Fixed Asset Invoice Allocation Error
Previously, it was not possible to change or delete a posted invoice allocation line of the type "Fixed Asset". This error has now been corrected.
Defect: 2037306Payment Field Shows Negative NumberPreviously, some users encountered a system error stating, "There are no invoices to pay" when attempting to create a Payment Selection for Open Vendor Entries, despite due entries being present in the system. This error occurred when the payment field "No. Entries Selected" became negative. This issue has now been corrected, ensuring that the number of entries selected will never be negative by removing the check on the number of entries selected.
Note: The number of entries may not necessary be correct, but the issue will no longer block the payment selection workflow.Defect: 2078415Unable to Post Vendor Invoice with PO Reference in Text Line
Previously, it was not possible to post a vendor invoice if the invoice included a text line containing a PO reference. This error is now corrected, and it is now possible to successfully post vendor invoices, even when they contain a PO reference in the text line.Defect: 2092922Incorrect Display of Job Name in G/L Entries Analyzer
Previously, the G/L Entries analyzer was incorrectly displaying the customer name as the job name. This error is now corrected.Defect: 2105074Correct Tax Handling and Separate Journal for Customer Reconciliation
Maconomy now correctly marks tax as due when automatically reconciling credit memos using the "Payment Date" tax method. Customer reconciliation is posted in a separate journal for improved accuracy.Defect: 2266643Posted Balance Error on Taxed Invoice
Previously, attempting to reconcile an invoice with tax on a subscription order caused a posting issue. This error has now been corrected.Defect: 2167280Allow Manual Creation of Synchronous Notifications on All Tables (Including Customer Tables)Previously, manual notifications could not be created for synchronous notifications on all tables, including customer tables. This issue is now corrected, and manual creation of synchronous notifications is now allowed on all tables, including customer tables.
Note: Manually created notifications will not contain field references, ensuring that derivation is only validated when there is something to derive to.Defect: 2165829Enhanced Date View Options in Finance Entry Analyzer
Users can now view entry dates by week, month, quarter, and year in the new universe-based finance entry analyzer.Defect: 2168504Import Company-Specific Sequence Number Setup
Users can now import company-specific sequence number setups.Defect: 2171108Submit Button for Vendor Invoices Now in Web Client and Allocation Dialog
The Submit button for vendor invoices is now available in the web client and the Vendor Invoice Allocation dialog. This applies when allocating tax on a vendor invoice that was originally posted without a tax code and tax amount.Defect: 2186718Missing Statement Date Field in Currency Revaluation
Previously, the statement date was not displayed alongside the reversion date on the card, and the "Transaction No." and "Transaction Number Series" fields were incorrectly included. This error is now corrected.Defect: 2272701 -
System AdminFields Unexpectedly Cleared When Clearing a Search Field
When users cleared a searchable field, Maconomy cleared the other fields related to this search. However, there are cases where searchable fields depend on each other and the parent field should not be cleared when the child field is cleared.
A common case is when the user selected an option list in one field and a value from that option list in another field. When the user clears that value, Maconomy should not clear the selected list, as the user probably wants to select another value from the same list. On the other hand, if the user clears the selected list or selects a different list, then Maconomy should clear the selected value.
You can now enable this behavior by making a change to the relevant containers JSON file. For example, to enable it for the Option List 1 and Selected Value 1 fields in the TimeRegistration container, perform the following steps:
- Identify the foreign-keys that are used for performing the searches in those fields. Unless a foreign-key is explicitly specified in the workspace layout, then the first available foreign-key is used. In this case, these are “OptionListNumber1_OptionList” (for selecting the option list) and “TheOption_1” (for selecting a value from the option list).
- Edit the configuration for the TimeRegistration container - in Application/Platform/Containers/JobCost/TimeRegistration.json - and add the following “foreignKeys” section:
{"containers": [{"TimeRegistration": {"table": {"foreignKeys": {“OptionListNumber1_OptionList": {"controls": [“TheOption_1"]}}}}}]}
The above configuration specifies that:- Whenever a field belonging to "OptionListNumber1_OptionList" is cleared, or a value is selected from a dropdown using foreign-key, then all fields belonging to "TheOption_1" are cleared; and
- Whenever a field belonging to "TheOption_1" is cleared, then no fields belonging to "OptionListNumber1_OptionList" are cleared.
Defect: 2178355Error Creating Table Line in Singleton Container
Previously, attempts by background tasks to perform a Create operation in a Table pane for singleton containers failed. This error is corrected.Defect: 2021610Control Characters Allowed in Database
Previously, it was possible to import strings that contained control characters like BELL or FF into the database. These characters are now removed before inserting into the database.Defect: 2022303
Previously when custom containers were implemented, internal server errors occurred if the container was accessed through REST API using a non-existent container key. If such a custom container was used with background tasks that attempted to create a new table row relative to a non-existent container key, the background task failed rather than ending in a succeeded state (with no rows created). In such a state, the container responded with a card pane containing no data. This error is corrected such that an exception occurs instead.Defect: 2197569Limited TestMasks Debug Logging
Debug output generated by the Testmasks debug logging framework was limited to 8 kB per line. If the output line was longer (for example, it was logging a large universe SQL statement), it was truncated and did not show the entire statement. This error is corrected such that output lines of any length are now allowed.Defect: 2146406Coupling Service Filecheck Settings Overwritten in Updates
Previously, a Maintenance Release (MR) or Cumulative Update (CU) installation caused a settings file (security-filecheck-external-allowlist-default.txt) located in the CouplingService/configuration/settings folder to be overwritten. This error is corrected.
Defect: 2158698
Previously when a background task failed due to the configured security filecheck policies, the background task result log did not contain correct information on why the task failed. This error is corrected.Defect: 2166653Send Password Reset Email to Correct Recipient
Previously, the following email settings routed all outgoing email to the specified email address:
- email.to = ...
- email.to.<shortname> = ...
Password reset emails are now excluded from this rule and are sent to intended recipients.Defect: 2165387Dialog Group Imports Tab Did Not Require LoginThe contents of the Dialog Group Imports tab under Setup Tools are now visible only when you are logged in.Defect: 2255790People Planner Integration Issues with BO Java Libraries
Business Objects (BO) 4.3 Java libraries introduced on Maconomy 2.6.2 changed the behavior of the standard AES encryption cipher in a way that caused People Planner integration to fail. This error is corrected such that standard implementations of all affected ciphers have higher priority than the cipher implementations included in the BO library.
Defect: 2197542Configuring Maconomy with Environment VariablesSettings from environment values now only take priority over installation-level settings while still being overshadowed by custom-level settings. For the Coupling Service, this means that environment variables have priority over settings from SERVER.INI while no longer having priority over settings from files in the Settings folder. For the Maconomy Server, the environment-provided settings now only take priority over settings configured at customization levels below the Custom level, that is, Extension, Solution and Standard. Meanwhile, settings configured at the Custom and Custom.shortname levels have higher priority.
This behavior has been enhanced from Maconomy 2.6.3, wherein an early-adoption feature made it possible to configure most settings found in the *.INI configuration files through environment variables. In that release, the setting values specified in environment variables take priority over all competing values read from configuration files.
Defect: 2215244
Previously, some errors that occurred in the Maconomy Webservice API (RESTful API) were logged by the Coupling Service as "WebApplicationException: null" without the information needed to identify the cause. This error is corrected.Defect: 2240895Previously, removing a configuration file from a running Coupling Service did not trigger a configuration update. The settings remained until you applied a configuration change, which is to delete or comment out all settings, and let the Coupling Service reload its settings before removing the configuration file.
This error is corrected such that the Coupling Service now triggers a reload of its settings when a configuration file has been removed.
Defect: 2243611MConfig Crashes if SPU Missing
Previously, MConfig crashed when a file needed to reinstall the SPU was not located. This error is corrected such that an error message displays instead.
Defect: 2261554
Certain low-level error conditions during print import and validation can cause the MaconomyServer process to terminate with an unhandled exception. Error handling has now been improved so the layout validation is marked as failed with additional error information written to the server log file.Defect: 2266758Assistant Not Open By Default When 'Expanded' Was Set to True
Even if you set 'expanded' to true for an assistant, Maconomy did not display that assistant as open by default when users navigated to the workspace. This is now corrected.Defect: 2275921 -
REST APIREST API MDSL Specification Endpoint Not Found
Default shortname is no longer available on Maconomy and the RESTful Specifications Web Server is updated to version 2.0 in which a container specification is acquired via URL in the following format:
http://<server>/specifications/<shortname>/mdsl/<container>Defect: 2184954 -
TouchCustom Submit Time Sheet Action Did Not Work
Users on the native Touch application could not use the custom Submit Time Sheet action in the Time Sheet screen; only the standard action worked. If it was a custom action, nothing happened when they tapped it. This is now fixed.Defect: 2169055If a mileage sheet line required expense justification of the option list type, it was not possible to enter (select) a value in the justification field. This is now fixed.
Defect: 2182728Unable to Log In When Using Multiple Domains
If your Maconomy system supported multiple domains (or realms) and you tried to log in to Touch using your domain credentials, the app displayed an error. This is now fixed.Defect: 2224595 -
People PlannerBookings Appeared to be UnsavedWhen a user modified bookings in the Web Components, the color of the values did not change to black to indicate that they were saved. This error occurred if no language code was passed in the URL and the user had no specified default language code This error is corrected to use the language code specified in the web.config file from the web server for this scenario.
Defect: 2170025Web Components Refresh ErrorWhen you changed the view or date, the Web Components would refresh the grid view, even when not needed. This error is corrected. As part of this performance fix, the Available and Total columns are now hidden by default in standard layouts in new People Planner installations.Defect: 2171710New Database IndexA database index for resource property assignments is added to the People Planner database.
Defect: 2177024RG Expand All Performance ImprovementsPerformance when expanding all records in the Resource Gantt (RG) has been significantly improved.Defect: 2178433PG Expand All Performance ImprovementsPerformance when expanding all records in the Project Gantt (PG) has been significantly improved.Defect: 2178434Import Does Not Update Text Column for ResourceWhen using import mapping, resource data for the Text 2 column was not included. This error is corrected.Defect: 2198707Bottom/Up Summation in Localized SystemsBottom/up summation did not display in the Web Components for users if they were using a localized system that did not use a period as a decimal separator, such as a Swedish system. This error is corrected.Defect: 2222328Reassigning Resources in Project ManagementPerformance issues occurred when you expanded all records and then reassigned resources in project management workspaces. This error is corrected and improvements have been made.Defect: 2259652
Maconomy Changes
Relation:
USERROLEACTIONINFORMATION
Field:
CANCONDITIONALLYREOPENOWNABS added
Field:
CANUNCONDITIONALLYREOPENAPPR added
Field:
ENABLEDIGITALASSISTANT added
Field:
CANSEEALLDIGITALASSISTANTTHR added
Relation: JOBHEADER
Field:
FOREIGNKEYACCESSLEVELNAME added
Relation: INVOICE
Field:
EINVOICINGRESPONSECODE added
Field:
EINVOICINGRESPONSEMESSAGE added
Relation: INBOXENTRY (new)
Relation: DRAFTVENDORINVOICE (new)
Relation: VENDORINVOICEMAPHEADER (new)
Relation: VENDORINVOICEMAPLINE (new)
Relation: SEARCHSPECIFICATIONHEADER (new)
Relation: SEARCHSPECIFICATIONLINE (new)
Relation: FIELDSEARCHHEADER (new)
Relation: FIELDSEARCHLINE (new)
Relation: XMLSTRUCTUREHEADER (new)
Relation: XMLSTRUCTURELINE (new)
Relation: VENDORINVOICEFIXEDVALUELINE (new)
Relation: STRINGTRANSFORMATIONTYPE (new)
Relation: INBOXENTRYTYPE (new)
Relation: IMAGE (new)
Relation: THREAD (new)
Relation: THREADMESSAGE (new)
Relation: PROMPTHEADER (new)
Relation: PROMPTLINE (new)
People Planner Changes
Maconomy
Currently, tax entries related to vendor transactions display on the AR Transactions tab of the report.
Germany - GoBD: Missing Data on VendorEntry.csv File
Touch
People Planner
Touch Security Enhancements
- If you are accessing Touch on an unencrypted device (assuming your setup permits the use of the app on an unencrypted device) or via a browser, you will now be required to enter your credentials at login. You will no longer be permitted to use a PIN.
- If you are using an older Android device, it is possible that the Touch app will no longer allow you to use face recognition. This is a result of additional security in the biometric plugin.
- If you log in with a PIN, Touch will no longer require you to enter unique PINs.
- Sessions on the Touch app will now expire after 20 minutes of inactivity.