Installation

Please download the beta version from :

www.asamco.com/Software/MPBM/MPBM.2.0.0.3.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:

Release notes

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

********************************************************************************************
*************************************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

 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