MPBM - CCG
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Data structure changes

_as_MPBM_accountExtension


  • iUDF column is added  to the table
    • Based on the provided mapping from NT the IUDF is looked up in the scoa view : _as_MPBM_V_A1ScheduleMapping
  • Mtsf column is added to the table
    • Based on the provided mapping from NT the Mstsf is looked up in the scoa view : _as_MPBM_V_A1ScheduleMapping

_as_MPBM_accountExtensionAllversions


  • Accounttype colum is added to the table
    • This column will increase the speed of all the reports/extracts and MPBM
  • ucBSACOSAItemCombi column is added to the table
    • This column will increase the speed of all the reports/extracts and MPBM
  • ucOSAFunctionCombi column is added to the table
    • This column will increase the speed of all the reports/extracts and MPBM

_as_MPBM_SegmentModelAllVersions


  • SCOAFile
  • AccountNumber
  • AccountNumberPrefix
  • ShortCode
  • SCOAAccount
  • ShortDesc0
  • ShortDesc1
  • ShortDesc2
  • ShortDesc3 
  • ShortDesc4
  • ShortDescription
    • These columns increases the sql speed of reports and MPBM


_AS_MPBM_ServiceMapping

  • NTDescription
    • Added for contract and retension

Report changes

Sql's

  • _asf_GetBalancesAllaccounts.sql
    • The script is updated for 6.3
    • Performance is improved
  • _ASf_GLBalancesPerAccount.sql
    • The script is updated for 6.3
    • Performance is improved
  • _as_sp_UpdateAccountType.sql
    • The script is updated for 6.3
    • Performance is improved
    • The following types are added:
      • 3100 - Property Rates by Usage [Revenue - Non-exchange Revenue]
      • 3200 - Service Charges [Revenue - Non-exchange Revenue]
  • Reporting - Create static tables.sql
    • The script is updated for 6.3
  • _as_SP_SetSCOAActiveTable.sql
    • The script is updated for 6.3
  • _as_MPBM_AccountExtensionAllVersionExtended.sql
    • The script is updated for 6.3
    • Performance is improved
  • _as_GLAccountsFullMPBM.sql
    • Has become depreciated
  • Sagebudget.SQl
    • Performance is improved
  • _as_MPBM_Virements.SQL
    • Performance is improved
  • DataExtract Commitment.sql
    • Performance is improved
  • mSCOA DataExtract Budget.sql
    • Performance is improved
    • Added Full data sql to get the following:
      • Actuals
      • Actuals running
      • MPBM budgets
      • Sage budgets
      • Calculated next budget type
      • Virements
      • Commitment

To call the sp with full data:

EXEC 
		_AS_SP_DataExtract
			 @StartYear = 2018	
			,@PrintStartYear = 2019	
			,@DataType ='Original Budget'			---Select 'Draft' Union all Select 'Original' union all Select 'Adjusted' union all Select 'Actuals' union all Select 'Virements'
			,@IncludeVirements =0
			,@Actuals =0
			,@IncludeCommitments =0								
			,@ReportType = 'Full system' 			--Select 'Full data' Union all select 'Duplicate check' union all Select 'DataExtract'
			,@ScoaVersion = 'mSCOA_V6.2'
			,@IncludeData ='AA-AR-BB-BN-V-C-SB'


  • mSCOA BS .sql
    • Performance is improved
  • mSCOA OSB.sql
    • Performance is improved
  • Data extract - Actuals Movement only.sql
    • Performance is improved
  • mSCOA BSAC.sql
    • Performance is improved
  • mSCOA OSA.sql
    • Performance is improved
  • Data extract - Actuals .sql
    • Performance is improved
  • IDP extract.sql
    • Performance is improved
  • _AS_MPBM_RME.sql
    • Performance is improved
  • _asf_GetAgeingTransactions.sql
    • Performance is improved
  • mSCOA Ageing SP.sql
    • Performance is improved
  • Debit credit GUID listing is updated for 6.3


Reports

Trial balance pack

    • Trial balance pack is updated for 6.3
    • Trial balance pack used budgets from  the MPBM database
    • Trial balance pack shows Budgets vs Actuals

Report pack


  • Report pack is updated for 6.4
  • BVA - per account type V2 is added.
    • Based on the full budget extract
    • virement + commitments
    • Budget versus actuals
    • Difference MBPM versus Sage budgets



MPBM changes

Features and improvements

  • Updated frontend framework to Angular 6. This provides increased performance and ensures maintainability of the application in the future.
  • Account mapping tool is upgraded with new features to make it easier and quicker to map between types
    • Auto map tool that only maps accounts with 100% match between 6.2 and 6.3 (average auto map percentage is 80-90% of the accounts)
    • Speed is significantly improved
    • Solved a bug in the mapper where segments were not broken down.
    • Solved bug where previous mapping was not picked up.
    • Solved bug where with loading the accounts to map
  • Budget year end procedure:
    • procedure is updated for 6.3 and checked for budget types 2
    • Added more safety changes in the script.
  • SCOA version switch
    • procedure is updated for 6.3 
    • Switching between all version 6.1,6.2 and 6.3 is possible.
    • improved performance.
  • Rewrote the budget to sage push
    • Improved speed significantly
    • Uses the same logic as the data extract
      • with it the correct debit/credit logic
    • Uses the virements from MPBM to push these in correctly
  • IUDF and MTSF fields on the AccountExtension
    • Added fields the account extension
    • These will be saved automatically when creating/updating accounts
    • Added display fields on accountsoverview grid and accounts detail modal
  • Added loading data spinners on datagrids that were missing these
  • Added return buttons on pages that were missing
  • Created separate error message for all login errors that are not caused by wrong username/password so user will know when login failure is not his fault
  • Improved the MPBM => Evolution implementation
    • Removed the necessity to fill in the login details for the Evo Admin user
    • Increased stability of this implementation
    • Increased performance of this implementation
    • This will mostly improve the performance of the C&R and Arrears Module
  • Open changing password, whenever possible, user will not be logged out
  • Virement changes
    • Added functionality to only allow virements on certain accounttypes
    • Added virement rules functionality
      • Allowed to switch between a monthly or yearly budget validation style
      • Allowed to set a maximum percentage of the budget allowed (either yearly/monthly)
      • Allowed to copy virements
  • Rate tariffs can now be retrieved from the server and used to create detail lines
  • Sorted overview grids by code by default
  • Improved information messages on several grids
  • Added functionality to automatically set accounttypes on creating new accounts in MPBM
  • Added functionality to all grids to toggle to the filter fields above all columns.


Bugfixes

  • Fixed non-loading breakdown segments
  • Fixed bug where when logging out, settings and database validation were remembered
  • Fixed bug with refreshing municipal settings on new login
  • Fixed bug with wrong navigation on budgeting settings
  • Fixed a layout issue on small screens for the longitude/latitude fields of the SDBIP detail page
  • Fixed a layout issue on the navigation page
  • Fixed a bug where budgets weren't available for editing immediately upon reopening the budget
  • Fixed a bug in account creation of Opening Balance
  • Fixed a bug with loading default Cost segment
  • Fixed a bug with the coordinates map modal

Arrears changes

Features and improvements

  • Added per-service grouping and selection to the transactions available for arrangement. 
  • Added initial transaction date to arrangement for proper handling of Sage transactions
  • By default, only customers with outstanding budget will be shown
  • Show outstanding amounts in the customer transactions grid
  • Added functionality to multi-select transactions to include in arrangement
  • Added functionality to reverse arrangement releases

Bugfixes

  • Fixed a bug where customer transactions grid wasn't refreshed after creating arrangement
  • Fixed a bug on the due installments page

Contract and retention changes

Features and improvements

  • Improved information on the purchase orders grid
  • Added a contract costs grid
  • General performance improvements
  • Improved performance of the SDBIP lookup on the contracts detail page
  • New feature: Allow/block transactions to closed periods
    • By default transactions to closed periods will be blocked
    • This can be overwritten with a setting in C&R settings
  • Added info field for the use of the account filter on C&R settings
  • Added functionality to link and unlink transaction to the contract
  • Added a savety check on 0 amount retentions
  • Added summary to invoices, cessiont ransaction and release retentions
  • Added a trigger that automatically links new transactions made in Sage to a contract found via supplier and the linked accounts SDBIP

Bugfixes

  • Fixed a saving contract error
  • Fixed a bug where sometimes the add button on cession transactions grid would disappear
  • Fixed a bug with refreshing relevant grids on linking transactions to a contract
  • Fixed some general layout issues
  • Fixed a bug with refreshting transaction after releasing / writing off retentions

Performance and management changes

SCOA changes


  • SCOA 6.3 database is added to the system
    • Views, SP and functions are updated with 6.3 data
    • New Account types are added
    • Mapping between 6.2 and 6.3 is created
    • MPBM 6.3 selection options are added.
  • Updated the new (missing) 6.3 BSAC/OSAC and function mapping (see attachement Excel for overview)
  • Added NT A 6.2 schedule mapping to the database. Mapping can be found in the view : SCOA.DBO._as_MPBM_V_A1ScheduleMapping

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