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Table of Contents
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Installation

Please download the beta version from :

Installation steps can be found in the following page:

Installation of MPBM App

Note: Please restore the SCOA database attached in the download link, either manually or via the installation script! This will contain the new 6.2 SCOA tree.

Note: Always make a backup of the MPBM database when upgrading!

Prerequisites

• MPBM database must be on version 1.9XXXX
• The MPBM database must NOT contain any validation errors.
• This release can only be used for internal testing.
• This release must not be installed at clients.
  
  

Find below the latest version of the validation script, needed to prepare for the prerequisites:

Release notes

Release notes new version MPBM; Front end 2.00.00 ; Back end 2.0.0.0 ; Database version 20

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*************************************BETA BUILD*******************************************
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* Implementation of MSCOA 6.2

• SCOA database is updated with new 6.2 database
• Added the new MSCOA tree in MPBM

...

• Database restructure to cater for multiple account version (Accounts are kept per SCOA version).
  • New table created for:
    
    •  _as_MPBM_accountExtensionAllversions (Contains the MPBM all versions accounts.)
    •  _as_MPBM_SegmentModelAllversions (Contains the MPBM all versions Segments.)
    •  _as_MPBM_accountsAllversions (Contains the Sage all versions accounts.)
    •  Updated existing tables to contain SCOA versions.
      
      
•  Added new feature to map existing accounts to different SCOA versions.
  • Based on the provided NT files, a new MSCOA was added to the system (6.2)
  • Mapping suggestions are created based on GUIDS between 6.1 and 6.2
    •  suggestions are split in:
      • Certain mapping.
      • To be specified in more detail (New lower level posting level)
      • Mapping not known (tool will show the highest know segments based on the mapping)
    • Mapping can be done per batch, which can be specified by the user.
    • Mapping can be done on new mappings, but also on already mapped accounts (overwrite)
    • Validation based on 6.1 is applied on the mapping. (segment combinations)
    • Added validation checks based on SCOA version and MPBM accounts.
      
      
•  Added account mapping report/grid.
  • Shows the mapped version under the current version MPBM Accounts 
  • <<<<TO BE FINALIZED>>>>
    
    
• Added functionality to switch between SCOA versions.
  • Switching from lower to higher requires all accounts to be mapped.
  • switching from Higher to lower does not require all accounts to be mapped. (is preferred however)
  • All SCOA trees will be updated to selected version.
  • All MPBM accounts are switched (if account is mapped) to selected version.
  • All Sage accounts are switched (if account is mapped) to selected version.
  • All MPBM Segments are switched (if account is mapped) to selected version.
  • All Sage Segments are switched (if account is mapped) to selected version.
    
    
• Validation scripts are updated to 6.2
  • Old version validation (6.1) is used to upgrade database to version 20. And will block upgrade if any errors are thrown.
  • Moving onwards, validation script (6.2) must be used to validate database.
    • MSCOA version switching is blocked if there are errors in the 6.2 validation
    • Validation onwards is done on the correct SCOA database. (this is done automatically in the script)
      
      
•  Updated the Account type scripts and tables.
  • New 6.2 has an additional account type : "Surplus / Deficit [Expenditure]"
  • Logic is rewritten for 6.2
  • Account types are recalculated based on Item segments when switching SCOA version.
    
    
• Year end procedure is added for the budgets in the MPBM.
  • New budget types are added for the outer years:
    • DR2 Outer year 2 Draft The outer year 2 Draft
    • OB2 Outer year 2 Original The outer year 2 Original
    • AB2 Outer year 2 Adjusted The outer year 2 Adjusted
    • FB2 Outer year 2 Final The outer year 2 Final
    • DR1 Outer year 1 Draft The outer year 1 Draft
    • OB1 Outer year 1 Original The outer year 1 Original
    • AB1 Outer year 1 Adjusted The outer year 1 Adjusted
    • FB1 Outer year 1 Final The outer year 1 Final
  • When running the end procedure:
    • Outer year 1 budget are moved into: DR1,OB1,AB1,FB1
    • Outer year 2 budget are moved into: DR2,OB2,AB2,FB2
    • Current year is untouched.
    • Final budgets are set to Draft figures for the new year.
    • Backup is created automatically before running this procedure (However ALWAYS make a backup) 
      
      
• Added Function - MSC mapping.
  • Mapping per MSC can be done on the function.
  • When selecting the Functions in the MSCOA tree the MSCs are defaulted.
    
    
• Budget estimates are forced as limits on the SDBIP.
  • The amount filled in the SDBIP goal tab, are used to compare the budgets per year against the estimates.
  • The estimates cannot be over crossed unless you un-tick "Allow budgets surplus" inside the General settings.
  • differences are displayed in the budget overviews.
    
    
• Update on the SDBIP overview
  • Number of accounts are displayed
  • Active budget type is shown.
    
    
• The SCOA tree inside the SDBIPS can be limited between Core and Non core function.
  • this is a drop down under General.
    

...

• • 
    
• GPS can be forced to be filled in.

  ...

  • • Can be set on general.

  ...

  • • If you leave it un-ticked, GPS must still be filled in for SDBIP's with capital segments.
      

  ...

  • • 
      
  • Updating of MPBM account from the MPBM application.

    ...

    • • <<<<TO BE FINALIZED>>>>
        

    ...

    • • 
        
    • Breakdown selection box when creating and updating a breakdown is increased in size.
      

    ...

    • 
      
    • Improved loading times on all windows (especially on SDBIP load)

    ...

    • Added password policy, can only be accessed by "superadmin"

    ...

    • New logo is added to the header.

    ...

    • New menu structure is applied

    ...

    • New Settings overview is added.

    ...

    Constraints

    • _as_MPBM_SegmentModel
      • Code and Scoaversion
      • NodeGuid, Internalbreakdownnumber and scoaversion
        
        
    • _as_MPBM_AccountExtension
      
      • Name and Scoaversion
      • SegmentModel0ID,SegmentModel1ID,SegmentModel2ID,SegmentModel3ID,SegmentModel4ID,SegmentModel5ID,SegmentModel6ID and SCOAVersion
        
        
    • _as_MPBM_accountsallversions
      
      • Master_sub_Account and SCOAVersion
      • Accountlink and SCOAVersion
      • cGLSegment0Code,cGLSegment1Code,cGLSegment2Code,cGLSegment3Code,cGLSegment4Code,cGLSegment5Code,cGLSegment6Code and SCOAVersion
        
        
    • _as_MPBM_AccountExtensionAllVersions
      • Name and SCOAversion
      • SegmentModel0Guid,SegmentModel1Guid,SegmentModel2Guid,SegmentModel3Guid,SegmentModel4Guid,SegmentModel5Guid,SegmentModel6Code,SCOAVersion
      • SegmentModel0Code,SegmentModel1Code,SegmentModel2Code,SegmentModel3Code,SegmentModel4Code,SegmentModel5Code,SegmentModel6Code,SCOAVersion
      • AccountExtensionId and SCOAVersion
        
        
    • _as_MPBM_SegmentModelallversions
      • Code and SCOAVersion
      • NodeGuid, InternalBreakdownNumber and SCOAVersion
        
        
    • _as_MPBM_BudgetLine
      
      • BudgertYearID and AccountExtenstionID
        
        
    • _as_MPBM_Budgetyear
      
      • SDBIPGoalsID and BudgetType
        
        

    _as_MPBM_SDBIPGoals

    • SDBIPID and YearID

    
    Version 2.0.0.3 Updates (Released 3 PM - 15/03/2018)

    • Revised the deletion of objects within the MPBM
    • Update on editting account description in MPBM
    • Checkbox to show previous SDBIP years
    • Budget year end procedure adds new SDBIPGoals and Budgetyears
    • Budget year end procedure sets the old current year on Approved, and final as active
    • Budget year end procedure sets all outer years  budget types to approved.

    Version 2.0.0.4 Updates (Released 5PM - 16/03/2018)

    • MSCOA tree in settings, in which you can preventions of selection/showing of budgets.

    • SDBIP version selector is removed. From now on only the current SCOA version can be selected. (Automated)

    • Fixed on SCOA switch truncation error _etblGLSegments (based on Ulundi database)

    • Updated the ActiveSCOATree storedprocedure to handle the visible and active columns.

    • Rewrote code to push in the budgets to Sage.

    • Budgettracker is updated to Current year Outeryear 1 and 2

    • Update on editting account description in MPBM (Fixed bug when not clicking on pencil)

    • Account mapping report overview is updated with more details and layouting is fixed

    • Updating the mapping in 6.2 while having 6.2 active, will update the _as_MPBM_AccountExtension and _as_MPBM_AccountExtensionAllVersions (_as_MPBM_AccountExtension will get status 5)

    
    

    Version 2.0.0.5 Updates (Released 2PM - 19/03/2018)

    • On mscoa creation, MSC segments pre-selected by Function will appear on the top of the grid
    • Added UDF's to Accounts table to indicate the mapped accounts in Evolution (will be updated at db upgrade, and with sage push)
    • Fixed column display error on Account Mapping Report page
    • Estimated Costs are mandatory for the current year + the two following years
    • Superadmin passwords that are still 'superadmin' will be updated to the password provided by Dumisani. (please contact Asamco or Dumisani for password)
    • Fixed error opening new budget type on SDBIP
    • Default budget page to the Active budget type, not the latest budget type
    • Added Current Scoa Version and Rolling Year to top nav bar
    • Menu and logo do not overlap anymore

    
    

    Version 2.0.0.6 Updates (Released 10PM - 19/03/2018)

    • Fixed error when adding budgets
    • Fixed problems caused by trying to select the 0th account to map
    • Functions can no longer link to multiple MSC segments
    • Costing segment is default to "Default" in mscoa creation across all SDBIP
    • Account Mapping Report references the SDBIP
    • Added loading message to Account Mapping Report, SCOA report, SCOA master-detail report and Old & New report
    • Removed segment defaults from KPA

    • Loading bar on Segment links

    Version 2.0.0.7 Updates (Released 6pm- 21/03/2018)

    • Hotfix on mapping feature for MSC, which was causing errors. 

    
    

    Version 2.0.0.8 Updates (21/03/2018)

    • Fixed issue on account mapping, preventing the display of a segment.
    • Updated the Budget year end procedure, old version caused errors in new budgetheaders.
    • Added safetly check to prevent having accounts on lower version than the current MSCOA version.
    • Switching budget years only allowed to a higher version than the current year
    • Fixed issue where no new budget type could be created after switching to new budget year
    • Added auditing to the all versions tables (AccountExtension, Accounts and SegmentModels)
    • Extra security checks on saving of budget lines
    • Prevented timeout of database backup on scoa and year switch
    • Updated message during mass approving of accounts because this functionality does not take hours anymore!

    
    

    Version 2.0.0.9 Updates (26/03/2018)

    •  If Draft is not the first type, when adding a new type draft will be the new type.
    •  Backup functionality is removed from switching SCOA and Budget year (Timeout should not be happening now)
    • Added button for backing up database (This will might not work, due to timeout)
    • New SDBIP Budget year/type is started with Draft.
    • Updated validation script
    • Fixed break bug in system, causing account not to save.
    • Budget year amount validation is only applied on current budget type
    • Login and logout functionality is improved.
    • Mapping is improved to ensure that all segments are saved with all segments (backend check)
    • Mapping timeout and sql improved for loading accounts to mapp.
    • increased version number to 23. Front end to 0.9

    
    

    Version 2.0.0.10 Updates (27/03/2018)

    • Login and logout functionality is improved.
    • Updated validation script
    • SCOA switch is improved to facilitate new MSC's
    • Mapping functionality is improved.
    • Accountmapping report is corrected

    Version 2.0.0.11 Updates (28/03/2018)

    • New validation rule: Item expenditure cannot be linked to non-funding transaction, except for default expenditure
    • New validation rule: Capital projects can only be linked to capital funds
    • New validation rule: Operational projects can only be linked to operational funds
    • Fixed an issue with editing accountextensions when there is no MSC segment
    • Ensured there are no hanging top navbar buttons on the overview pages
    • Fixed title of the MTSF page
    • Corrected notification texts on Opening Balance
    • Fixed text on budget year approve button
    • In a new virement batch, created by user is new filled in to the logged in user
    • Fixed issue with empty lookup title bars
    • Made the budget type overview read only
    • Estimated Costs are now only required when there is a budget corresponding to that year
    • Fixed validation issues on the master data screens
    • Fixed issue with category defaults page showing an empty page
    • Fixed issue hanging while saving new sdbip 
    • Fixed issue where delegation page was not inline with format of rest of application
    • Fixed issue with obsolete delete delegatee button on delegation screen
    • Budget validation only on current year
    • General setting on connection string for sql connection timeout allowing us to prevent all future timeouts

    Version 2.0.0.12 Updates (29/03/2018)

    • EmployeeId must now be unique
    • Fixes to employee validation process
    • Master sub account laten zien bij budgetten grid, descriptons in 62 zijn niet uniek
    • Fix issue where segment defaults were not working on the SDBIP
    • Fix Adata issue in EvolutionModule
    • Fix issue with new budgets being created on edited invalid accounts which caused an overwrite of any existing budgets

    Version 2.0.0.13 Updates (05/04/2018)

    • Fix issue with Sdbip overview loading double lines
    • Update FinalToOuter stored procedure
    • Update DatabaseValidation stored procedure
    • New feature: validation rules are now toggleable.
    • Added extra security check to prevent switching of sdbip years
    • Prevent issue of pushing editing accounts taking up the wrong accountlink
    • Fixed issue where segment model is not saved if it doesn't exist yet but there is an all versions copy available

    Outstanding issues

    • Revise core / Non core to be done per function instead of global. 

    • Prevention of switching of SDBIP years, if we have budgets linked.

    • Amounts can be added on funding segment level. Budget amounts are compared against the fund/grant limits.