Quotation Recommendations = OLD;
Recommendations = NEW
Quotation Recommendations are now called “Recommendations”, and can be viewed and accessed from the Recommendations Search page, in the Project Administration category of the Navigation Menu.
The Recommendation Search page displays all Recommendations throughout Onware – Quotations, Unsolicited Change Requests and Progress Claims.
Previously issued Quotation Recommendations have been copied and converted into a Recommendation. Quotation Recommendations initiated in version 8.9.0 will be created as a Recommendation.
NOTE: E-mail Subscriptions for Quotation Recommendations are no longer applicable. Please update E-mail Subscriptions accordingly.
Quotation – New Action “Close & Accept”
To facilitate Onware’s ability to identify which Quotation to include in E-mail Subscriptions, the software has been updated to include a new action, “Close & Accept” button, when reviewing a Quotation. Selecting this action will close the Quotation, and flag the quotation as Accepted. Only one Quotation can be classified as Accepted on each Change.
Unsolicited Change Request
When reviewing a UCR, if the “Close & Create Change” and “Create a New Quotation” option is selected, Onware will now link all the UCR Recommendations onto the newly created Quotation automatically. The Recommendations will be linked to both the UCR and the newly created Quotation.
The list of documents Onware combines for a Change Order in the status of “Issued” E-mail Subscription has been updated to include the Recommendations on the accepted Quotation. Only the accepted Quotation will be included in the list of documents, even if the Change includes multiple Quotations.
The E-mail Subscription for a Change in the status of “Priced” has been amended to NOT include the issued Quotation. If an e-mail is required, we recommend updating E-mail Subscriptions to include a Quotation in the status of “Issued”, and the removal of any E-mail Subscriptions for Change in the status of “Priced”.
With the implementation of Recommendations, Quotation Recommendations E-mail Subscriptions are no longer applicable.
Submittal Search page
We have updated the Submittal Search page to allow the “Last Recipient” column, on the Search table, to be sortable.
Click the link below to learn about Request Recommendations on a Progress Claim, available in version 8.9.0:
Identified Issue: Submittal Person Responsible overdue alert is not removed from Main Menu/Alert List when the Submittal is closed.
Identified Issue: Using the Date filter to filter search results generates an error.
Identified Issue: Unable to delete a line item from a rejected timesheet.
Identified Issue: When a large volume of e-mail data is sent to an e-mail server, if the e-mail server takes a considerable amount of time to process the data, Onware may believe the the data did not transfer due to timing out; however, the data may have been accepted by the e-mail server. As such, the e-mail is queued to send again at the next interval.
Resolution: Increased the time out period for Onware to transfer the e-mail data to the e-mail server.