Installation
Please download the beta version from :
www.asamco.com/Software/MPBM/MPBM.2.0.0.0.zip
Installation steps can be found in the following page:
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
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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
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.
- New table created for:
- 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.
- suggestions are split in:
- 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)
- New budget types are added for the outer years:
- 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.
- 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>>>>
- <<<<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
- BudgertYearID and AccountExtenstionID
- _as_MPBM_Budgetyear
- SDBIPGoalsID and BudgetType
- 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)
- 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)
- 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)
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.
- Increased the timeout on the backup
- 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.