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Installation

Please download the beta version from :

Obsolete: points to ftp 


Stable release version (Only this version is allowed for clients):

www.asamco.com/Software/MPBM/MPBM.zip

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:

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Release notes

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


********************************************************************************************
*************************************BETA BUILD*******************************************
********************************************************************************************

Implementation of MSCOA 6.2

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

 This applies on the:

    • MSCOA lookup overview
    • Inside the SDBIP account creation.
    • Account edit overviews.
    • Mapping functionality scoa tree.
  • 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 (To be releases - 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

Outstanding issues

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

  • Loading bar on Segment links

  • Constraints on employee number/ (and use that as a unique indentifier)

  • Remove the Segment defaults from the KPA overview

  • Test the link between function and MSC (was tested, didn't work)

  • Mapping between MSC and function to only have 1 MSC linked to function.

  • SDBIP Segment default do not work for Project, Costing and MSC

  • Add SDBIP code on mapping overview (Small code somewhere)

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

  • 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)

  • Budgetlines are blocked when trying to change them (Active flag seems to be ignored)

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

  • Logo clipping with menu

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