Issue Date: 3 September 2025

Description

Module

Feature

Until now, any ESB/REST web service request to Coins ERP+ was executed on a web agent and subject to web server / PASOE timeouts; this could cause integration involving large files to fail.

To avoid this, you can now mark incoming ESB/REST requests for ‘asynchronous’ processing, so the request is executed as a background task instead. The response (if required) can be sent directly to a URL or put on a Coins ERP+ outbound messages queue, or the 3rd party can poll the message status and response using a new web service.

To mark a request for asynchronous processing, the following query parameters must be provided in the Coins ERP+ web service URL:

If Coins ERP+ receives an asynchronous request, an acknowledgement response is sent to the sending party quoting the stored Coins ERP+ message number.

All inbound asynchronous requests are stored with a new status, ‘Queued’ (even if SY/ESBINLOG=N or the message ID/From is not set), and can be viewed on the ESB Inbound Messages screen.

Coins ERP+ automatically spawns a background processing task for the request user to execute the queued message. The task report queue is controlled by either the new SY parameter ESBASYNCREPQ (which is blank by default), or the &asyncQueue URL parameter if specified.

The task does not produce a report, but the report log provides some extra information.

After the background task finishes, the message status is changed from Queued to either Done (if processing was successful) or Error (if there were any errors). Depending on the &asyncReplyTo query parameter, the generated response is either sent directly to the specified URL, or queued as a Coins ERP+ outbound message.

Responses

Acknowledgement response:

If &async=true is specified in the wouesb.p URL, the acknowledgement response is generated, quoting the stored request message ID in the sin_ref attribute, and with the async response header attribute (for ESB Web Services) or the asyncAcknowledge field (for REST Services) set to true.

Background task response:

Polling

Two new services are available to check the async message status or to poll for the generated response:

1208543

By default, all calls from Coins ERP+ to webservices now use Progress OpenEdge sockets for improved performance. A new maintenance screen, HTTP Configuration, has been provided that lets you override the options (ciphers and protocols) or revert to UNIX Curl. When a call is made, the host is added automatically to the HTTP Configuration screen.

The options can then be overridden for each host individually. Most of the time, this should not need to be used, but it is available if, for example, the connection to a host fails.

There is also a global override, which applies to all hosts and needs to be configured by Access Coins.

1216249

All Coins ERP+ Analytics dashboards have been updated to use the new logo and colours in line with Access Group branding.

1254589

It is now possible to create custom tags to assign to users. Tags can be created, edited and deleted in the new Tag Maintenance browse under the System > System Setup menu. They can then be assigned to users in the User Details tab in the User Workbench. The 'Used' column in the Tag Maintenance browse shows the number of users assigned to each tag, and a tooltip containing the list of assigned users is displayed when hovering the number.

A 'Tags' field has been added to the selection criteria for the User Report and User Activity Report.

1353995

Limiting Coins authentication to use only one Azure AD App as we did previously could create security issues due to different areas of Coins ERP+ requiring different types and/or levels of access into a company's Azure services.

A new facility has been introduced, whereby multiple Azure AD Apps can be recorded in Coins ERP+ and associated with specific Coins ERP+ functionality - similar to the ESB Systems capability. If you choose, you can define specific AD Apps for specific purposes and allocate end user access (in Azure AD) based on your security policies. Coins ERP+ will then look for the App to use, based on the functionality being run.

1354001

The following functions now allow uploading files from the user's PC instead of selecting a file from the SY/DATADIR directory:

1378654

It is now possible for users with super admin privileges to import a workflow template in LIVE status. This will save time for BI consultants when updating live templates while still preventing regular users from potentially breaking live workflows.

Additionally, the 'Deploy to Companies' browse action has been added to the Workflow Template browse, allowing templates to be imported to multiple companies at once (including companies with live workflows if performed by a super admin). An error message will be shown if the number of live workflows is exceeded.

1391689

A new 'Notification' selector has been added to the User Report - Output Options screen. This selector allows users to configure if or how notifications are received. The options are as follows:

When more than five popup notifications appear on screen, a 'Dismiss All' button now appears, which can be used to dismiss all popups with one click.

1529996

The old Coins logo has been replaced by the new Access Coins logo on all screens, reports and automated emails. The v11.05 skin has been retired along with the SY/STYLEVAR parameter; the v12.02 skin is now the only supported stylesheet.

1691141

It is now possible to enter a donation to charity during invoice entry that will have no implications or impact on VAT and will just impact the gross amount.

To achieve this, two new fields have been added to the PL invoice entry screen: 'Donation to Charity %' and its corresponding amount field. Users can enter the donation percentage in the 'Donation to Charity %' field, then the amount field (which is view-only) will be calculated automatically. 'Donation to Charity %' (avm_discnovat_pct) has also been added to the column sets for Supplier Maintenance.

The new PL parameter 'DONTNINV' must be set to 'Y' to enable these new fields. In addition, existing parameters must be set as follows:

669010

Ireland Enhanced Reporting Requirements were previously developed, but only allowed expenses to be sent to the Revenue Online Service (ROS) via payroll. This new feature allows the Expenses module to capture and send data to ROS.

Two new EX parameters have been created: 'ITEMANAL' (Item Analysis Label) and 'ENIREREP' (Enable Ireland Enhanced Reporting). A new function has been added to allow expense analysis codes to be added based on the ITEMANAL parameter.

A new workbench for Expenses ERR submissions has been added. This is based on the Payroll ROS workbench, but is just for expense items processed and posted via Expenses. The posting of an expense batch will create a linked record in the workbench, so that existing payroll functionality can be used to validate/submit the expenses to ROS. A new Expenses report for submissions of ROS ERR has also been created, based on the existing Payroll ERR Submission Report (%WPR1370REMP).

1092385

Document Management invoice processing now works with Microsoft Document Intelligence.

1092386

For Sales Ledger invoices with retention, sales tax can now be calculated on the whole invoice before retention is released; that is, the sales tax is payable on the full invoice.

If the new SL parameter 'TAXRETN' is set to Yes, when an invoice is entered, the tax amount is calculated before retention is taken into account. When retention is released using the action ‘Create Retention Only Invoices and Post’, for each invoice selected, the process checks whether tax was calculated before retention; if so, the retention-only invoice has no tax, otherwise, it includes the tax element of the retention (if there was tax on the original invoice).

1092414

A new report has been created to show employee information with Expense Claims for the periods selected. An option to just extract the ROS (Revenue Online Service) is also available with the report.

1092416

A new Export Search Result function provides more flexibility when exporting documents.

Found under the Document Management > Administration menu, the Export Search Result function lets you extract documents by specifying a combination of Document Categories, keywords and some metadata in the same way as the Document Management Search.

When the search process completes, a summary page lets you specify the shared folder where you want to save the documents and choose the name and format of the index file that is also generated. This runs a background report process that generates a ZIP file containing the files that match the search criteria. You can download this from the My Files tab.

1092418

The Supplier Name, PO Number and PO Type fields are now shown in the Invoice Details section of the Purchase Ledger Payment List Report. This improves processes for those who pay subcontractors using Procurement and Purchase Ledger rather than the Subcontract Ledger to segregate subcontractor invoices from other supplier invoices.

1092419

Two new reports make it easier to check the configuration of GL reports and enquiries: GL Enquiry Configuration Checker and General Ledger Reporter (Check Configuration). These reports let you:

The configuration checkers run the enquiry or report for a selected financial period and optionally for selected accounts, but also generate a report. This report includes three sections:

For each account, it shows the closing balance for the chosen financial period.

1092421

Data Sets, Triggers (CDC), Pages and Functions have been added in support of the Ancora Integration.

1092423

The Payer/Payee column on the Bank Reconciliation browse is now sortable.

1277692

Improvements have been made to various financial screens and reports:

*GL Journal Batches column set functionality has been removed in the 17 November 2025 Maintenance Update due to incompatibility with software architecture and a lack of user benefit. Removing this functionality allows for future development of a GL Transaction Enquiry, which provides greater user benefit.

1277704

Two new report entities, GLBudgetYear and GLBudgetPeriod, have been added for GL budgets by year and by period.

1300351

A new CS parameter, 'PREUNALL', has been added. When this parameter is set to 'Y', it will prevent the posting of unallocated negative cash in all cases except for refunds. When it is set to 'N', users will still receive a warning message when attempting to post negative unallocated cash, but will not be prevented from posting.

1311542

A new PayApps Workbench allows for easier connection between Coins ERP+ and PayApps, similar to the PL BACS Payment Services Workbench.

1418080

The Contract Sales Import Certificates function has been updated so that the sales tax behaves like it does on manual entry - if the sales tax is left blank, it will default to the certificate header. If a tax code is specified in the load file, it will override the default value.

1418113

The Single Page Bank Reconciliation functionality has been extended to include Project Trust Bank Accounts.

1418118

It is now possible to view or export expense claim receipts linked to a contract from the following areas:

1420571

Entity and Audit No selection criteria have been added to three standard reports: the GST Report, the GST Report by Ledger and the BAS Report. This enables consolidated reporting across entities within Coins ERP+, removing the need to log in to each entity separately to run GST and BAS reports and complete the consolidations externally.

1423531

An extra layer of contract security has been added that applies only to POP Apps. This will allow users to allocate their overhead expenses to overhead contracts in POP Apps without granting them access to potentially confidential reporting, enquiries and transactions related to those overhead contracts in Coins ERP+.

The new JC parameter 'JCPOPSEC' must be set to 'Y' to enable this functionality. When the parameter is set, 'POP Apps Security List' and 'POP Apps Security Code' columns will be added to the Contract Security browse. These new fields can be used to grant users access to additional contracts in POP Apps with no impact on Coins ERP+ contract security.

1423537

The existing webservice SLESB004 has been converted to SLREST004, so that it now supports SOAP and REST. Customer Balance and turnover have also been added to the webservice.

1448184

A 'Company Group' selection option has been added to the GL Toolbox utility 'Change Financial Period End Date', allowing it to be run for multiple companies.

In addition, a new Contract Status toolbox utility has been created, titled 'Update Contract Week with New Financial Period'. This function allows a financial period end date that has been set incorrectly on the contract calendar to be changed to the correct date throughout the system.

1449265

An 'Invoice Documents' column has been added to the Accounts Receivable Invoices enquiry, containing links to the relevant service invoices. This removes the need for AR users to go to the Service Management module to retrieve service invoice documents.

1460538

A new General Ledger toolbox utility, 'Recalculate GL Balances from Transactions', has been added. This allows the rebuild of GL balances from transactions within Coins ERP+, a function which was previously only available in COINSplus.

1460549

An Add button, column sets, column sorting, Excel button, Print button and column toggle have been added to the following browse screens:

In addition, column sets and RO fields have been added to the Problem Invoices browse.

1462890

It is now possible to create a GL-only period that will not be used in other calendars like PR or Contract, allowing companies to make audit adjustments in a 13th period without affecting other ledgers. A new GL parameter, 'ADJPER', has been introduced to enable the use of GL-only periods.

1507766

The SC order change effective date has been updated to work like PL, so that price changes of a line are stored with cost effective dates rather than requiring new lines. This will make it easier to handle subcontract work where the price changes throughout the life of the purchase order.

1509579

A new API has been developed to allow users to submit relevant 1099 data to the IRS via IRIS Application to Application.

1509602

It is now possible to create an inter-company control account in the "dummy" Payroll company. Once the inter-company control account is set up, when expenses are posted to the dummy company, transactions will also be created in the other company set in the configuration. This eliminates the need to manually transfer the expense liability to the correct company each month.

1509608

Improvements have been made to the OCR functionality to provide better matching.

1509614

Several enhancements have been made to the Subcontract Certificate Definition browse:

1509620

Sorting and column sets have been added to the following browses:

In addition, period selection has been added to Toolbox - GL Account Balance Fix.

1509629

A function has been added to Central Repository, allowing users to update company records across multiple companies and modules in one step.

1509675

An API has been developed to push out reference data to the EarlyTrade HUB of suppliers, projects and subcontracts. Invoice data will then also be pushed upon approval of the invoice; this will include header-level detail, identifiers, date and amounts. The EarlyTrade HUB then takes care of any negotiations or bidding for early payments. Once agreed, the HUB will post back early payment details invoice by invoice, including discount information and updated payment dates.

1513082

ProForma invoices can now be selected for payment on the following PL payment screens:

In addition, Net, VAT and Payment Status columns have been added to the ProForma Invoices browse.

​

1513107

Four new fields have been added to the gl_trans table: Contract No (RO_job_num), Overhead Dept (RO_poh_ovh), Sector (RO_gan_code), and Fixed Asset (RO_faa_code). These fields will be populated with relevant data when transactions are posted, so that the composite description is no longer the only source of this data.

1520726

Retention release and payment are now accounted for in the Cash Disbursement field when reporting contract cash distributions.

1520763

It is now possible to move customer, contract and subcontractor data between Coins ERP+ and Simpro. Two new user-defined dataset APIs have been developed (Extract Subcontractors and Extract Contracts) and several existing web services have been updated to enable this integration.

1539392

CQMS can now push subcontractor insurance/SSIP data to Coins ERP+. The following SOAP webservices are used for this integration:

A new role has been introduced to control and manage access to these webservices.

1633095

Five new REST APIs have been created to facilitate integration between Coins ERP+ and COPAY:

A new named role has been introduced to control and manage access to these APIs.

​

1649904

New standard entities have been created to access data from the Coins ERP+ tables gl_jctxn and co_vattrans. Having access to these tables will assist in facilitating VAT transaction reporting whilst also broadening the offering of AA.

1649915

Plaid integration enables secure connections between Coins ERP+ and 12,000+ financial institutions in order to link bank accounts in seconds rather than days or weeks of manual setup.

1736955

Special characters can now be used when creating cost types if the special character is in the COSEP list of available characters (as long as it is not the current COSEP parameter).

Contract Status

1409818

Three new REST APIs have been created to facilitate integration between Coins ERP+ and RIVET:

A new named role has been introduced to control and manage access to these APIs.

Financials

1649845

Previously, users could delete a construction stage linked to a payment stage without any warning or error being shown. This could cause problems for commercial teams when the link between construction stages and payment stages was broken.

A warning or error can now be shown to the user when deleting a construction stage linked to a payment stage. This is enabled by the new HB CRM parameter 'CSDELVAL', which can be set to 'WARNING' or 'ERROR'.

1212012

The Unit Conversion maintenance function has been added to the BOQ > Setup > Purchasing Setup menu.

1368841

In the Development House Type BOQ Workbench, if the message "Unapplied House Type Changes" is shown in the context area, it is now coloured red, to be consistent with other warning messages.

1368854

On the command bar of the Development House Type BOQ Workbench, the label on the button that lets you switch to the Plot BOQ Workbench has been changed from the old name 'Surveyors Plot' to the correct name 'Plot BOQ Workbench'.

1369077

In Bill of Quantities > Orders Raised, a spreadsheet button has been added to the browse for committed orders. Users can click the spreadsheet button to open the Subcontract Summary screen for that order in a new tab. The spreadsheet button is not visible for uncommitted orders.

1372180

New selection options have been added to the 'Apply Changes to Plots' function, allowing users to select bill items by package, resource and cost head.

1372206

The Excel export function is now available on all browses within the Developments tab of the Customer Care desktop.

1445938

A new 'Build Incomplete/Released Only' option has been added to the Build Status filter on the VAP > Valuation Matrix (Tick Group) screen.

1722530

It is now possible to edit the 'Place Order by' and 'First Required on Site' dates within the Order Schedule Workbench.

BoQ

1374943

The BOQ Resource Items can now be exported in one of two formats (akin to the bill item import formats): either a full export of all resources and field columns, or an export of all resources in the column format specified for a Standard House Type Item.

BoQ

1375010

When using the 'Apply Prices to Development House Types' row action on the Resource Prices workbench, the 'Development House Types' lookup now only shows house types used in the selected developments. If no developments are selected, the lookup will show all house types as per previous functionality.

BoQ

1375101

A new BOQ parameter, 'RTUEST', has been added. When the parameter is set to 'Y', bill items cannot be set as 'Ready to Use' if they have an estimated price.

In addition, the 'Estimated' status in the Status column of the Resource Items workbench is now coloured orange.

BoQ

1375362

In the Plot BOQ Workbench, when viewing plot bill items under the 'Materials' and 'Subcontract' tabs, the order status of a bill item added to a variation order is now 'uncommitted' until the variation is committed.

BoQ

1375460

Text lines can now be flagged as 'Not Required' on the Plot BOQ Workbench 'Bill Items' tab (in the same way as resources). If a text line is not flagged as 'Not Required' and is updated, the status will now change to 'Varn Required' and the background colour of the Status field will change to red.

BoQ

1383753

SC bill items can be flagged to ‘Use Package Subcontractors’, which means that they do not have a supplier directly assigned to them; instead, subcontractors who could do the work are configured at package level.

A new 'Set as Package Subcontractor' flag has been added to the row action when 'Nominate Supplier' is selected, in both the Plot BOQ Workbench 'Bill Items' tab and the Development House Type BOQ Workbench 'Resources' tab. When ticked, the flag will do two things: add the subcontractor to the list of package subcontractors if not already there, and tick the bill item’s ‘Use Package Subcontractors’ flag. The same enhancement has been made to the option to nominate a supplier via the ‘Multiple Action’ row action.

BoQ

1383849

A new 'Update Package' row action has been added to the Plot BOQ Workbench 'Bill Items' tab and the Development House Type BOQ Workbench 'Resources' tab. This will allow the package to be amended for selected bill items. The same option has been added to the 'Multiple Action' screen.

The list of row actions on both tabs have also been re-organised into alphabetical order, with the exception of the 'Multiple Action' option, which remains at the top.

BoQ

1384277

An 'Export Bill Resources in Standard Formats' option has been added to the Bill Resources browse. This function allows users to export the resource list in one of three formats: Standard House Type Items, Development House Type Items, or Development Plot Items - the same formats available for the Bill Item Import. If a selected format includes a column for a plot or house type, this will be included in the export but left blank, to allow users to more easily insert the required value.

BoQ

1505443

New functions have been created for each of the cell and row actions in the Payment Stage Matrix on the Plot BOQ Workbench. These functions can be viewed and configured in System > System Setup > Function Maintenance. Users without security access to one of these functions will not be able to see or use the corresponding menu option in the matrix. This can be used to restrict access to potentially disruptive menu items such as ‘Rebuild from House Type’, which gives users an option to completely overwrite plot payment stage values.

BoQ

1587952

New functionality has been introduced so that issues logged via the Checklists POP app can be managed and progressed through the ERP+ Customer Care module. The Checklists POP app can now send issue details to Customer Care and Customer Care can send issue updates back to POP Apps.

A new REST webservice has been created to send checklist issues to Customer Care. A new database publish has been created for the hs_issue table in order to send issue updates from ERP+ back to Checklists.

A new 'Checklist?' column has been added to the Call Types browse to indicate whether a call type is for calls created from new issues received from the Checklists app (only one call type can be selected for 'Checklist?').

A new 'Open Checklist Raised Items' filter has been added to the Customer Care Workbench > Issues tab and the Call Summary > Issues tab to allow the filtering of open issues which were generated from the Checklists app.

Customer Care

1235736

The New Homes Quality Code now stresses the importance of acknowledging vulnerable customers. This is a regulatory requirement. As such, functionality has been added to Coins to indicate if a customer is deemed ‘Vulnerable'.

A new 'Vulnerable Person?' checkbox and 'Vulnerable Notes' field are now available when:

The 'Vulnerable Person' checkbox and 'Vulnerable Notes' field have also been added to the HBPerson analytics entity. They can also be updated in the People Workbench using the HSESB033 webservice.

Customer Care

1369835

A new HB CRM parameter, 'CCEMERG', has been introduced to control whether the emergency issues are based on a designated call type, rather than a designated issue priority. This parameter should be set to the call type code that represents an emergency issue; if it is left blank, emergency issues will still be based on the designated emergency issue priority as per previous functionality.

When 'CCEMERG' is set to a call type code, the 'Emergency Issues' tiles on the Customer Care Desktop (under both the Company and Developments tabs) will be amended so that the count of open emergency issues is based on the designated call type rather than an issue priority. When clicking on these tiles, the browse will show the list of open issues associated with the emergency call type. The same applies to the 'Emergency Issues' KPI tiles on the Customer Care plot summary and call summary pages.

Customer Care

1419829

The CCQHS parameter (used to restrict who the health and safety questionnaire applies to) can now be set at user level as well as company level. This allows users to define exactly who should receive the questionnaire, without having it sent to people to whom it is irrelevant.

Customer Care

1468303

Each complaint stage tile on the Customer Care Desktop now shows the total number of calls at that stage, in addition to the number of overdue calls. Clicking on the total count for a complaint stage opens a browse containing every call at that stage.

Customer Care

1502630

Hyperlinks have been added to the tiles in the Call Management section on the Customer Care Desktop. Users can now click the 'All Plots', 'Affordable' and 'Private' totals on each tile to open a browse containing the relevant data.

Customer Care

1503104

A new 'Complaints Board' feature has been created and added to the Customer Care menu, as well as the Customer Care Desktop. It is a Kanban board which displays customer complaints at various stages. Each complaint tile contains the relevant contract, the person who raised the complaint, the due date and the deadline date. Further information is available in a tooltip when hovering over a tile. The board is initialised via a new option under the Customer Care > Administration menu titled 'Initialise Complaints Board', where users can select the companies to be included in the board.

Customer Care

1519053

A new HB CRM parameter, 'CCSEXHOL', has been created to allow users to include or exclude weekends and public holidays in the calculation of due dates and deadline dates for complaint stages. If CCSEXHOL is set to 'Y', weekends and holidays will be excluded from the calculations. If it is set to 'N', weekends and holidays will be included.

Customer Care

1519519

A new 'Transfer Call' option has been added to the Customer Care > Call Summary command bar. This function allows users to transfer a call and all its associated records (issues, tasks, actions, notes, etc.) from one plot to another. It includes three fields for the user to specify the new development, new plot and new 'Raised By' person for the call. If the same 'Raised By' person is available on the new plot, they will be selected automatically.

Customer Care

1519702

Webservice CCESB002 allows users to log a call from a website into Coins via API. This webservice has been enhanced to be able to match a call against the correct plot based on the address, even if the plot and development numbers are missing from the call.

Customer Care

1520728

A new field has been added to the CCREST017 webservice to allow the issue manager to be specified. When a call is first created as part of this webservice, it will default to the issue manager from the first issue. In addition, the associated Pop Apps reference (hs_issue.pop_ref) has been made available to the issue column sets in the Customer Care Workbench. The license for this webservice has been moved from the %CCC012 role to %CCC011.

Customer Care

1526075

Two new options have been added to the Maintenance Log Report: 'Show Task Detail' and 'Task Status'. Users can tick the Show Task Detail checkbox to show the full details for each task in the report, which will make it clear to see which actions will occur on which date. Task Status has three possible settings: Open Tasks, Closed Tasks and All Tasks. Users can select Open Tasks or Closed Tasks to limit the report to only show tasks of that status, or select All Tasks to include every task.

Customer Care

1548639

The following reports are now assigned to the Customer Care module:

Customer Care

1565986

A new section labeled 'Plot Address' has been added to the header on the Plot Summary screen, positioned to the right of the existing 'Plot' section. This allows users to quickly view address details without additional navigation.

Customer Care

1638828

When using the 'Copy Forecast' option in the Construction Forecast workbench, the dialogue window now shows the context of which development you are in and the current selected forecast.

HB Construction

1213706

Previously, when proposing a plot to be build released using the batch build release approval process, an approval batch first had to be created for the development before plots could be selected for build release approval. Now, if the new HB CRM parameter 'CWAPPBAT' is set to 'Yes', the construction batch is created automatically if no batch with a status of 'New' exists.

HB Construction

1213722

A new 'Construction Stages' filter has been added to the Construction Smartie Report, allowing users to select which construction stages to include in the report and which to exclude. A new 'Suppress Stages with no Plots in Totals' checkbox has also been added to the report, which users can tick to exclude all construction stages which have a zero total value.

It is now possible to customise the text colour of each sales status in the Sales Smartie Report and the Rolling Forecast Report using the parameters in Function Maintenance.

HB Construction

1370626

A new version of the Construction Desktop has been created using the new desktop style. Construction Desktop v2 has three sections: 'Construction Management', 'Construction Board' and 'Administration'. The alert tiles have been updated to the new style, and the function tiles have been grouped into menu tiles. The 'Reports' section from the old version has been converted to a single menu tile under the 'Construction Management' section in v2.

HB Construction

1455171

Hyperlinks have been added to the 'Plots Behind Current Forecast' and 'Legal Before Current Build Complete' columns in the Construction Workbench.

HB Construction

1502281

A new filter has been added to the HB Construction Workbench Forecast Matrix, allowing users to filter by construction programme. The filter will only show programmes relevant to the selected development. Once the filter is set, the matrix will only display the plots and stages applicable to the programme specified in the filter.

HB Construction

1503382

Plot tiles on the HB Construction Kanban now contain the construction programme assigned to the plot.

HB Construction

1503867

When a plot is released for build from the Whiteboard tab on the Construction Workbench, an asterisk indicator is now added to the plot (positioned to the right of the Address column) to indicate that the plot has been released, similar to the indicator that appears in the Plots tab when a plot is released via the Batch or Workflow method.

HB Construction

1503965

A new 'Construction Forecast Locking Exemption' table has been added to the HB Construction > Setup menu. This functions very similarly to the Gannt Locking Exemption table - it allows users to be exempted from the locking process for a specific forecast, meaning they can still edit the forecast after it has been locked without having to unlock it for everyone.

HB Construction

1520918

A new checkbox has been added to the Build Release Batch Report, labelled 'Exclude Show Homes from Unsold Figures'. Users can tick this box to exclude show homes from the statistics shown in the report, to provide a more accurate business view of the current work in progress.

HB Construction

1546171

A new 'Change Plot Programmes' process has been added to the Administration menu of HB Construction. This process provides a method to quickly migrate multiple plots to a new set of build programmes and stages. Note that only not started/in progress plots can be updated this way; completed plots cannot be updated to a new programme.

HB Construction

1643220

When using the 'Copy Forecast' option in the Sales Forecast workbench, the dialogue window now shows the context of which development you are in and the current selected forecast.

HB CRM

1213718

From within a plot in the Sales Workbench, the new 'Prospects' tab shows a browse of the prospects that could be interested in purchasing the plot. This is based on the prospect's requirements matching the plot details.

HB CRM

1213726

A new Internal Reference field has been added to the column set for the HB CRM People Workbench. The advanced filter also has a new Internal Reference field. Making the internal reference visible in ERP+ makes it easier for users to find the PIW record and its associated details if there is a failure in an integration or web service.

HB CRM

1213728

A 'Due Date' field has been added to the Follow Up tab when creating a follow up task for a Customer Care or HB CRM event.

HB CRM

1368446

A UPRN field has been added to the NHBC Data Submission report. This removes the need to manually enter UPRNs on the NHBC portal, reducing the risk of human error and speeding up the NHBC check process.

HB CRM

1369763

A new advanced filter has been added to the 'New Sales Campaign - Selected Plots' browse, allowing users to filter by development, plot and purchasers. A new named filter has also been added, with the options to filter 'All', 'Selected' or 'Not Selected' plots.

HB CRM

1378891

A new version of the Part Exchange Desktop has been created using the new desktop style. Part Exchange Desktop v2 has the same three sections as the old version: 'Part Exchanges', 'Buy in Board' and 'Sale on Board'. The function tiles from the old version have been grouped into menu tiles in v2.

HB CRM

1455836

It is now possible to retire cancellation events, part exchange events, part exchange offer calculations, part exchange buy in progression stages, and part exchange sale on progression stages.

To facilitate the retirement of each of the above respectively, a 'Retired?' checkbox has been added to the following areas:

HB CRM

1463272

Two new webservices have been created to enable improved integration between Coins ERP+ and HomeSelect:

HB CRM

1464962

Rightmove have added several new fields to the webservice used to create new prospects in Coins ERP+. The new webservice fields (listed below) are all within the newly added 'new_homes' section within the 'user_information' section of the webservice. All new fields are optional, so there will be no error message if they are not present.

HB CRM

1474403

An email address advanced filter has been added to the following areas:

HB CRM

1486439

Standard column set functionality has been added to the 'By Reference' and 'By Short Address' tabs in the Part Exchange Workbench. Fields from the 'Summary' and 'Property Details' tabs are available to the column sets.

HB CRM

1486537

Standard column set functionality has been added to the 'By Reference' tab in the Cancellations Workbench. Fields from the 'Summary' and 'Captions' tabs are available to the column sets.

HB CRM

1490175

New functionality has been introduced to facilitate integration with Spotler Connect. When generating a prospect, sales or customer care campaign for Spotler, this will no longer be sent to Spotler via Coins calling Spotler APIs; instead, Spotler Connect will call Coins' APIs to retrieve new campaigns and audiences. A new Spotler parameter, 'CONNECT', has been introduced to enable or disable this integration.

HB CRM

1502883

A new webservice has been introduced for inputting plot reservations, replacing the previous webservice HSESB036. The new webservice retains all the features of HSESB036, with the addition of the <htr_vwb_exchexp> and <htr_vwb_compexp> fields, which allow the user to set the Expected Exchange and Expected Completion dates, respectively.

HB CRM

1503055

The number of signature sets available to use when setting up a document using DocuSign has been increased from 10 to 20, to comply with NHQB directives.

HB CRM

1503793

A warning message is no longer shown when updating the lease expiry date for a plot or part exchange.

HB CRM

1503927

Improvements have been made to the UI for viewing and editing personal details. Rather than a single list of fields, it is now a tile-based view with the fields grouped into logical sets. The new layout can be seen when viewing or editing personal details in the following areas:

HB CRM

1504575

A 'Choices Price Update' option has been added to the Specification Choices browse, allowing users to simultaneously update the prices of multiple choices by a specified percentage or fixed amount. When using this utility, users can also tick boxes to run the increase/decrease against all standard choices, standard template prices, and/or development template prices.

HB CRM

1505914

Selected users now have the option to view and update the cost of a choice when updating it. To allow this, two new fields have been added to the Choice Detail window when updating a choice: 'Unit Cost' (unit cost of the choice) and 'Total Cost' (total cost of the choice - always read-only and auto-calculated).

Two new HB CRM module parameters have been created to control access to this functionality:

For users not given permission through either parameter, both new fields will be hidden. Users given permission through 'CHOCOSTD' but not 'CHOCOSTU' can view both fields in a read-only format. Users given permission through both parameters can update the cost in the 'Unit Cost' field.

HB CRM

1506235

A search function has been added to the Choices section when viewing a plot in the HB CRM Sales Workbench, allowing users to search for a choice or choice code.

HB CRM

1522956

To facilitate the Spotler Connect integration, several new webservices have been created. These are:

HB CRM

1524767

To facilitate the Spotler Connect integration, Spotler timestamps and reference records are now created whenever a prospect marketing list or sales marketing list is published. These are used in the new webservices.

HB CRM

1526968

The HSESB036 webservice (used to create reservations in Coins ERP+) has been updated to allow up to four purchasers.

HB CRM

1545871

New customers can now be onboarded to the Shoothill HomeSelect portal via API upon the creation of a reservation event in ERP+. A process has also been introduced to remove a customer's access to the portal after a reservation is cancelled. Three new HomeSelect parameters have been created to facilitate this integration:

HB CRM

1581333

Bulk update functionality has been added to many HB CRM and VAP Setup functions from which it was missing.

HB CRM

1589304

A new 'Include Free Choices' checkbox option has been added to the HS Journal addendum document. This differs from the existing 'Include Free of Charge Choices' checkbox in that it will allow choices which are always free (such as colour choices) to be included or excluded.

HB CRM

1591508

New REST webservice HSREST004 has been created. This provides equivalent utility to the existing SOAP webservice HSESB004 (allowing a plot to be exchanged). The new service has been added to the standard user role %HSESB1.

HB CRM

1597139

New REST webservice HSREST005 has been created. This provides equivalent utility to the existing SOAP webservice HSESB005 (allowing a plot to be legally completed). The new service has been added to the standard user role %HSESB1.

HB CRM

1597169

A new HB CRM toolbox function has been created, titled 'Bulk Delete Plot History'. The function allows for the bulk deletion of sales history and/or construction history from a specified list of plots. The plot status of each plot the function is run against will be reset in accordance with the newly amended history.

HB CRM

1606171

It is now possible to set variable refund terms in line with the new NHQB guidance.

A new 'Variable Terms?' column has been added to the HB CRM Refund Terms setup screen. If the checkbox in the 'Variable Terms?' column is ticked, the 'Refund' column is disabled and a hyperlink is added to the 'Code' column. The user can click this link to open a browse where they can enter variable refund terms, based on the number of days between the reservation date and cancellation date.

HB CRM

1635444

The Details and Purchasers tabs under the Plot Summary > Reservation tab have received UI updates to make them consistent with other HB CRM screens. The 'Source of Enquiry' and 'Reason of Buying' tabs have been merged into the Details tab, and an 'Open' button has been added to the Purchasers tab to allow users to open and edit the purchaser's details.

HB CRM

1656192

New REST webservice HSREST035 has been created. This provides equivalent utility to the existing SOAP webservice HSESB035 (allowing a provisional reservation to be created). The new service has been added to the standard user role %HSESB1.

HB CRM

1672008

A new REST webservice HSREST037 has been created. This provides an equivalent utility to the existing SOAP webservice HSESB037 which allows a Plot occupation event to be created.

HB CRM

1672138

Several enhancements have been made for the Spotler Connect integration:

HB CRM

1683588

It is now possible to retire inspection types from use. This allows users to better maintain inspection types which they may temporarily require, without the selection list becoming clogged with unwanted/unused types over time.

A new 'Retired?' checkbox column has been added to the Inspection Types browse. If 'Retired?' is ticked for an inspection type, that inspection type will no longer be displayed in the 'Type' drop-down when adding an inspection on the Inspection Workbench.

Inspections

1463262

When multiple inspection items are linked to the same construction build stage, the plot will no longer be build released to that stage after the first inspection item is completed. It will only be released once every linked inspection item has been completed.

Inspections

1504126

A 'Floor Area' field has been added to the Land Management Unit Export/Import function, allowing users to include the floor area for each unit (in square feet) in the import. Loading the floor areas in a single import will save time and reduce the chance of unexpected cost change errors.

Land Management

1637791

The VAP 'Retired' flag has been renamed to 'Retired in VAP/HB CRM', and a second, non-updatable flag called 'Retired in LA' has been added to reflect retirement status from the LA system. A new 'Retired in VAP' filter has been added to the LA Unit Type Library browse to allow users to include or exclude units retired in VAP.

Land Management

1638875

It is now possible to set a template section to have a default negative lump sum, as long as it is the bottom level of the template. If there are child sections, the user will still get an error if they try to enter a negative value.

Land Management

1650027

The sales rate figures now allow two decimal places in the areas listed below. This will improve the accuracy of land appraisal calculations and provide greater flexibility in financial modeling scenarios.

Land Management

1650217

A new version of the Lettings Desktop has been created using the new desktop style. Lettings Desktop v2 has two tabs: 'Company' and 'Developments'. The alert tiles have been updated to the new style, and the function tiles have been grouped into menu tiles. The 'Reports' tab from the original version has been converted to a section under the 'Company' tab in v2.

Lettings

1455868

When updating an existing plot record, the Sellable checkbox could only be updated by the SysAdmin user or a user belonging to the root group. As we no longer recommend users logging in as SysAdmin or setting up users within the root group, this restriction has been removed. The checkbox can now be updated unless the plot has been progressed in HB CRM.

VAP

1368421

A new VAP report titled 'mTick Usage Report' has been created to show a summary of VAP valuation updates (including materials on site) that have been done via mTick or manually via direct input into Coins ERP+.

A new VAP parameter, 'VALUSAGE', has been added to enable this new report. When the parameter is set to 'Y', each time the VAP valuation or materials on site are updated, a record will be kept in the new table vp_valhis. The data from this table is used to populate the report.

VAP

1404657

A new report titled 'Mobile Application Usage (m1x)' has been created to show the details of login/logout activity for the m1x applications. The report has selection options for application, date range and users.

To facilitate this, a new JSON webservice, %WXJSONSYJ001, has been created to allow the capture of m1x application activity. This data will be stored in the new table sy_mobusage.

VAP

1404844

It is now possible to release a draft certificate without entering any values in the Matrix tab. A new VAP parameter, 'DCRELNMW', has been added to allow users to customise the validation for this process. When the parameter is set to 'Y', the user will receive a warning message when attempting to release a certificate with no matrix values; when it is set to 'N', there is no validation.

VAP

1477951

Excel and Print buttons have been added to the On Hold browse - opened from the Draft Certificates On Hold tile on the VAP Desktop.

VAP

1486163

A new 'Build Incomplete/Released Only' option has been added to the Build Status filter on the Subcontract Ledger > Draft Certificate screen (Matrix tab).

VAP

1489453

A new mobile configuration parameter, 'TICKSENDMOBILEUSAGE', has been added. This parameter determines whether M1x forwards mobile usage records to Coins ERP+. It has a default value of 'N'.

VAP

1555657

A new 'Payment Stage Balances' report has been added. This report shows the order value, amount paid, and outstanding amount to be paid across all orders for a development/plot, taking into account multi-trade orders when calculating the total amount to be paid.

VAP

1600029

The Build Stage field (vbs_code) has been increased from a maximum of two digits to a maximum of eight.

VAP

1638864

Several new database fields have been added to the Development table. These new fields will replace the vsi_param value in the Coins Analytics entity and semantic layer connection table for vp_site. The fields are used in the following reports:

An issue where the provisional reservation fields were not defaulting to the correct values has also been fixed.

VAP

1666900

New fields have been added to the bulk update function on the VAP > Development Maintenance > Plots tab.

VAP

1719312

New columns have been added to the column sets for the VAP > Development Maintenance > Plots tab. These include the Guarantee/Warranty fields, EPC Energy Efficiency fields, Management Company fields and the 'Sales Schemes Not Allowed' field.

VAP

1719317

Address changes have been made for Ireland ERR submission to allow for advance payments for future travel and subsistence expenses.

1143976

The Timesheet - by Employee entry option was a redundancy of other quick add menu items of Timesheet – by Multiple Employee and Timesheet – by Job, along with the long add Timesheets entry option and has, therefore, been removed.

1144030

The ability to transfer employees from one company to another via Employee Management is now available in the AUS region.

1144189

The Employee Management menu, which allows transferring employees between companies is now available in AUS.

Additionally, the US Terminate Employees function has been replaced with an Employee Termination function.

1361094

Prevailing Wage Calculations are now available for the AUS region in order to use contract-specific calculations.

1410439

Trade, Skill, and Union have been added to the Employee Management Rules screen for both US and AUS regions.

Additionally, in AUS, Employee Management emails can now be sent when the cheque from a termination timecard is posted.

1413575

Employees in USA, UK & IRE regions can now request changes to their BACS accounts in ESS, including extra BACS deductions.

Employees in the USA region can now request changes for Federal tax authority details such as Married vs. Single/HOH, Separate, Both Work, Number of Exemptions, Number of Personal Exemptions, Extra W/H amount, etc.

The HR Change Request Workbench has also been modified to allow for Approval/Rejection of the above requests in the appropriate regions.

1504635

A new Reinstate Terminated Employees tool is available on the Payroll > Employee Management menu to simplify the process of undoing an Employee Termination. On the selection screen, choose the employee to reinstate. When the selection is processed, the termination data is reversed and all previous benefits and pay calculations are reinstated for the employee without issuing a rehire date. The process also generates a report that details the actions performed.

This feature is available in the US region only.

1537743

A new feature in ESS allows users to attach documentation to a leave request which is made available to management and is linked to the HR leave request for future reference.

This feature is available in the AUS region only.

1539704

Tax Authority Configuration records for Federal and State now allow for multiple supplemental tax percentages.

1559197

A new %WSYX9184 (Fix Number of Weeks on Posted Payroll Periods) utility has been added to the Data Fix Workbench (SY > System Setup) to correct the number of weeks in the pay period on posted payroll periods, which affects both VAT and union reporting.

1576925

Two new fields (Report Field Sets and Page Break by Technician) have been added to the PR Transfer Cheque Report Selection screen. If a Report Field Set is selected, the Page Break by Technician option is disabled and additional fields included with the Report Field Set are appended to the end of each row on the report. If Page Break by Technician is selected, each Technician's transactions are shown on a separate page or separate pages. In the case where it is not possible to fit all the fields in a Report Field Set on the printed report, the user has the option to open the Excel version of the report to see all included fields. The following fields can be included as options in the Page Field Sets for the report:

​

1631924

Payroll Calculations have been updated to sum Applicable Wages for all cheques with the same pay period end date for an employee when computing Limited Applicable Wages.

This change is for the US region only.

1631931

The Scheme Type field has been removed as it is no longer applicable, the side frame help has been updated, and the vertical scroll bar has been removed.

These changes are for UK Payroll only.

1722646

The following changes have been made to the standard payslip for Australia:

​

1722652

An ESS user's HR record can now be deleted and removed from the Director, Supervisor, Manager, and Works Too role(s) for other ESS Users that had the deleted user account listed in any of those roles.

1722653

The following improvements have been made to the Column Set and Filtering experience:

1722655

A Period Number filter is now available in Period Maintenance to improve the ability to search for a specific past period while researching reconciliation issues.

1722665

BV (annual salary for Insurance amount), BW (Weekly hours worked number), and CB (Employment status) fields have been added to SAFF files for use with SuperPay.

This change is only for the AUS region.

AUS PR

1095820

A new PR/PAYGByEFT parameter controls whether the SuperPay process is run. If the parameter is set, the ATO PAYG extract is run at the time of EFT as a line for the employee. The payment reference and details are on the Supplier Payment Method tab in PL. Additionally, no invoices for payments are created if the PAYGByEFT is set. If the new parameter is not set, EFTs continue as usual and invoices for payments are created.

AUS PR

1121090

A SuperPay Workbench is now available in Australia to introduce automation of previously manual superannuation payments. The new SuperPay Workbench allows users to upload SuperPay files and make sure they are uploaded successfully. If there are any errors, they are flagged on the browse and the errors are shown. The process repeats until a successful upload file occurs. There is also an option to cancel the upload. If paying manually, the payments list is downloaded to create the payments file via EFT. If using a payment service (Amex, Zepto), users can activate a Make Payments–Auto Send option. If payments succeed, the remittances are sent; if there are any errors the payments are flagged as having failed and a manual payment is required instead via EFT using the payments file.

This change only applies to the AUS region.

AUS PR

1121344

For Ireland payroll users, from 2025 the RPN can include a new field indicating that the employee is receiving their state pension (contributory). We will now record the date this applies from (as the greater of the RPN issue date and start date) and auto-update the main PRSI class on the employee as appropriate when downloading the RPN. Additionally, the calculation of the single period value for the standard rate cut off point during the pay calculation will be rounded up to the nearest whole cent, instead of being rounded up to the nearest whole Euro as is currently the case.

Please note this feature was also released in the 21 October 2024 v12.04 Maintenance Update and the October 2024 Service Packs for v12.02 and v12.03.

​

UK PR

1143972

When an individual begins a new employment with a second company, their allocated asset data from the first company is no longer transferred to the new one when the new payroll record is created. This prevents an error which would cause the employee's FPS to fail.

UK PR

1384483

Data records for Employee Court Orders or Student loans can now be added via the Load Employee Data routine in the PR > Company setup > Administration menu.

UK PR

1541250

A new NETPAYEFT parameter controls how EFT related pay calculations are treated. If set to No, EFT related pay calculations are treated as payroll deductions. If set to Yes, EFT related payroll calculations are included in Net Pay on all reports and enquiries and as an RO Field on the pr_cheque record.

US PR

1387461

Users listed in the PR/TERMUSER parameter will now have the ability to include IDLE employees in payroll processing.

This change applies to the US region only.

US PR

1514519

New functionality has been developed to enable users to easily view and maintain segregation of duties (SoD) security and ensure they are following their own rules, which is useful when preparing for a SOX audit. The Segregation of Duties submenu has been added to the System > User Maintenance menu and contains three browses: Analysis Codes, Rules and Mitigation, as well as the Exceptions report.

Additionally, a new SoD Analysis column has been added to the Function Maintenance browse, allowing each SoD analysis set to be assigned to the appropriate function. 'SoD Analysis Code' has also added to the named and advanced filter options.

The SoD Analysis column has also been added to the User Function Access and Group Function Access browses, along with an 'SoD Functions' named filter.

1211386

The following enhancements have been made to accommodate Cost Code Time Phased Forecasting:

1. Regenerate cost data copies the forecast spread setup.

2. Once the Forecast Spread setup is changed, it is applied to the selected row.

3. The CVR period browse does not allow update of CVR items with auto source option.

4. The S-curve combo selector on CVR Forecast view has been changed to a text box field.

1368813

Import for SoV based certificates can now enter retention for "this measure" using new script svSVDMeasureItemRetTM (similar to svSVDMeasureItem) rather than requiring retention to be imported cumulatively. This improves consistency in the time element for all fields on the same line.

1374222

The CVR Status filter can now filter on Complete and Incomplete CVR Status. Additionally, the Fiscal Period advanced filter is now a dropdown of fiscal periods instead of a calendar control.

1413693

Validation for the "Mark as Latest" and "Mark as Current" actions has been updated to allow them to run for multiple selected CVRs.

1413695

A new JC parameter RPTEMAC% (Reported EMAC % Data Store) enables Margin % accounting in WIP Adjustments. A new Estimated Margin at Completion % column has been added to standard columns after Estimated Margin at Completion. The new Estimated Margin at Completion % column is calculated as “Estimated Margin at Completion”/“Estimated Revenue at Completion” and automatically updated with any changes of “Estimated Margin at Completion” (e.g. any field that recalculates “Estimated Margin at Completion” also recalculates “EMAC %”).

For % based calculations (Percent Complete(Cost) , Percent Complete(Billings), Percent Complete(Time)) in Recognised Revenue Methods, a new Override Financial Margin checkbox has been added after Use of Mobilization Cost Codes. The checkbox is only available for % based calculations. When Recognised Revenue Method is chosen for a contract, the user will have the option to use a fixed financial margin percentage in WIP Adjustments.

Column set functionality has been added to Recognised Revenue Methods. All fields available on Details have been added to column set/export functionality in read-only mode.

1591784

The Populate Contract Summary Enquiry - Enhanced function can now be run for a range of Financial Periods, rather than being limited to a single Financial Period. "From" and "To" fields for the period range have been added to the selection screen.

1626091

If parameter JC/CDRMJOBS is set to Y, the Contract name is now included in the description of the column heading.

1694025

When updating a row on a Cost Forecast type view, the Variance column now updates without needing to first save the record.

1722635

The Business Development report has been changed to show a Description instead of values in the Analysis, Priority, and Type of Contract fields.

CRM

1496520

Coins ERP+ can now be configured to summarise the breakdown items in a CVR populated from Commercial Manager. When the new CV/BRKGROUP parameter is set to Y and Item configuration is set to summarise, the breakdown of costs will be summarised accordingly with a drilldown hyperlink to see details from variations.

Job Management

1005329

New parameter JC/BUDHRTYPE enables the ability to record budget and forecast regular, overtime, and/or double time hours to more accurately know how the contract is progressing and what adjustments need to be made.

Job Management

1058745

You can now add a column to view the certificate/invoice number and client reference on the Contract Summary Enquiry Receivables tab.

Job Management

1069059

The Input Budget Workbench now only shows a value in the Hours column when the input method is Hours Input or Hours Based.

Job Management

1069299

Default CVR settings are now available at Contract, Cost Category, WBS and cost centre level to define a default hierarchy of time phased allocation methods and cashflow lags that can be utilized within CVR models to extend Coins ERP+ forecasting review and automation capability.

CVR cost code and WBS forecast browse matrix functions have been enhanced to provide rolling forecast presentation and allow bulk open and update functionality.

Job Management

1289931

The S-Curve Library function now contains two tabs - Summary and Details. The Summary tab shows everything the S-Curve Library previously displayed, but now also includes a filter option for all/manual/generated. The new Details tab shows the following information:

The Details tab is only visible if at least one generated S-Curve exists in the system, has a column set form with standard Contact/Cost Code/Cost Category fields, and has advanced filters for standard Contact/Cost Code/Cost Category filtering.

A new Generate S-Curve Library utility is available in the Options menu as is a new Import S-Curves utility. An Export S-Curves action is available in the S-Curve Library browse.

​

Job Management

1291297

A new svSVDCreateCostTransactions script allows importing Cost Transactions with an "Other" type and linking them to the Started Certification import. This allows the importing of SV cost transactions against SV contracts in order to produce migrated billings containing cost based items.

Job Management

1353868

The Exception Report warning for the second meal break has been changed from 5 hours after the first meal break to 10 hours after the shift start time.

Job Management

1354533

SC Certificate auto-numbering logic in Commercial Manager now mirrors the logic used in the Subcontract Ledger:

When SC/UNIQREF = Y and if the previous SC Certificate exists and its Certificate number is a numeric value, the default for the Certificate number of the current SC Certificate is derived by incrementing the Certificate number of the previous certificate.

When SC/STOPDUP <> Y and a previous SC Certificate exists, the subcontractor reference is derived as follows:

If SC/STOPDUP = N, the Subcontractor Reference = Subcontractor Reference of the previous SC Certificate. A warning message is produced if a duplicate Subcontractor Reference is found.

If SC/STOPDUP = C, the Subcontractor Reference = Subcontractor Reference of the previous SC Certificate. An error message is produced if a duplicate Subcontractor Reference is found.

If SC/STOPDUP = I, the Subcontractor Reference = Subcontractor Reference of the previous SC Certificate if the Subcontractor Reference of the previous SC Certificate does not end in a numeric value.

The Subcontractor Reference = Subcontractor Reference of the previous SC Certificate incremented by 1 when the Subcontractor reference of the previous SC Certificate ends in a numeric value.

Job Management

1354819

Spreadsheet Template Security now records information about the template and compares it to spreadsheets during upload in order to keep users from modifying the template query or columns to change data not intended for update by the original template designer.

Job Management

1372063

Users can now export existing spreads and import adjusted spreads via menu option to allow easier manipulation of the forecast data.

Job Management

1372217

The following browse actions have been added to the All (Enquiry) tab in Cost Transactions:

Job Management

1498301

CDRs with linked Service Orders now use <contract>.<service order> span labels if the Cost Type or Cost Type Short Desc is blank.

Job Management

1502884

All tabs (with the exception of the All (Enquiry tab), in the Cost Transaction browse now use the same set of fields in the Advanced Filter.

Job Management

1503968

Printing of Variations can now be submitted to DocuSign for quicker sign off when the document form is configured.

Job Management

1505706

A new Named Filter has been added to the WIP Adjustments browse to easily identify which contracts are finalised or not finalised. Filter options are All, Finalised, or Not Finalised.

Job Management

1508445

Bulk editing is now available in the WIP Adjustments browse for the following fields:

Job Management

1534329

Budget Transfer on BOQ items has been enhanced as follows:

Job Management

1781051

Commas can now be entered into an order description.

1208637

A new PO/SEDEFADDHOME parameter controls whether the default shipping address on a Service Order PO comes from the service order location or home contract.

1208694

Workshop costed lines are now allowed on Material POs when PO/ALWMLAMA is set to Y.

1208702

A new PO/SEBUDCCWRN parameter allows separate control of budget validation for Service Order related POs. If the new PO/SEBUDCCWRN parameter is blank, it is treated as if it were set to N. This allows users to validate against budgets on contracts while not performing this check for Service Orders.

1212024

All monetary values on cost movement records (po_itemtran/po_itemevent) are now captured in transaction (PO) currency rather than base currency.

1212026

To better explain the depreciation of an asset, the Depreciation browse under the Asset's Depreciation History tab has been enhanced. It now shows all events that affected the WDV of the asset, and shows what future depreciation will do.

1238299

Columns for GL amount and posting date/time have been added to the Dig Deeper Transactions Item and Location pages in order to improve the ability to troubleshoot and/or see when the transaction is actually included in calculation of the average value.

1248078

Multi-select or free text/wildcard for filtering is now allowed on the Resource Scheduler.

1440067

A previous enhancement added the capability to leave associated items of a dispatch on hire when the main item was off hired. This enhancement allows using Field Default Maintenance to default associated items to off hire with the main item. Set a field default maintenance with kco (0 for all), table co_xcode, and field bIncludeMe, with default of YES to always include associated items.

1536998

When a contract is marked as Complete, the associated Charge Centre will now automatically be marked as Inactive.

1537114

A new function Meter Change, under Workshop, allows recording when meters are replaced. The last value prior to meter replacement is added to any new meter readings that are entered and the cumulative value is stored as the true value. The caption history shows when meter replacements occur as more than one replacement is allowed.

1537202

Parameter PO/PODEFTYP has been updated to allow specifying different purchase order types for Material, Plant, Asset, Workshop, Overhead and Stock. If the parameter is left blank or with a singular PO Type, it will behave as it did before the enhancement.

1537694

A new link from invoice matching to the Plant timesheet detail allows users to easily locate any discrepancies between expected charges and invoiced amounts of rehired hourly dispatches.

1538501

A new RE/ALTCOS parameter allows employees to be scheduled to work on cross-company contracts.

1538508

A new PO/SCITEMVAL parameter controls how variation order values at item level are validated where the line item amount is less than the amount already certified against the line.

Parameter options are:

1554038

If a subcontract commitment is based on subcontract matrix data, the Order Number field in the Commitments - Subcontract screen in JC Enquiry now shows the Stage Number and Description formatted as "Stage X - Description Y". If the commitment is not based on subcontract matrix data, the Order Number field displays data from the VAP Stage or directly from the Order Number.

1554077

If new parameter FA/DEFEVENT is blank, contract cards are no longer automatically created when a maintenance cycle becomes due and no errors are produced.

1569658

A suffix can now be added in the Personnel file screen in central repository and is available as a column set option in the Personnel Workbench in central repository.

1581448

If the WBS is changed from a site stock location WBS to a standard WBS, stock transactions are not created. If the WBS is changed from a standard WBS to a site stock WBS, stock transactions are now created.

1702662

The Purchase Ledger batch creation from eInvoice Workbench process has been streamlined to improve performance. Additionally, the batch creation report has been redesigned to be more informative and user-friendly.

eCommerce

1348375

A new option in the PLINV record allows overriding the EC/VATCALC parameter at the supplier/office level in the organisation setup.

eCommerce

1540482

When filling in a stock material request, there is an option for users to input "Our Ref" (srh_xref). It was possible to use the same reference on multiple records; validation has now been added to ensure this is a unique value. The validation can be enabled by setting the new ST parameter MATREQUR to WARN or ERROR.

Equipment

1348517

Plant Charge Print now sends an email with one PDF attachment per invoice and another PDF for the SL Statement if the form design includes the SL Statement. If the total size of the attached files exceeds the safe limit for a single email (10MB), multiple emails will be sent. The emails will state they are "X of Y emails, sent as multiple emails due to the size of attachments." If a single attachment is over the 10MB limit, an email is sent to the user who ran the report listing the attachments, which can be found in My Files.

​

Equipment

1348597

Resource scheduling now allows a Big Picture view by Trade level Assigned/Requested (Free/Gap). Contract Scheduler shows Contract level summary.

Equipment

1440085

Resource Scheduler now allows sorting by start/end of current/next/last assignment or current/next gap.

Equipment

1440088

The Leases Workbench (supports IFRS 16) now allows modifications and additions to leases, including changing the lease term (extending or shortening ) and price, and can be viewed using a filter to show All or Sub Leases rather than only main leases. The Workbench also now supports quarterly and yearly payments and early terminations. Additionally, a Change History tab and an Audit tab, if auditing is configured for the lease, allow for tracking what changes were made, when, why, and by whom.

Equipment

1534544

The ST/DIFFACTN and ST/DIFFMAX parameters now produce a warning on PO line entry when a price changes instead of at time of GRN entry.

Procurement

1348612

A new Anonymise PCard Data report routine is available in the Purchase Ledger > Administration menu to comply with GDPR laws. This report routine changes the stored original cardholder name to "Anonymised" for all posted PCard transaction records older than PL/ANONPCD years. An error displays if the PL/ANONPCD parameter is not set.

Procurement

1536688

Three new parameters have been introduced to manage the new ConstructionLine REST API Integration:

The SRM/IPORTAL parameter has been adjusted to incorporate a CL (ConstructionLine) option in addition to the standard CLOUD (if using Supply Chain Manager) and N (if not using Supply Chain Manager) options.

This feature was previously released in the 28 July 2025 v12.04 Maintenance Update.

Procurement

1663356

New functionality has been added that allows you to calculate and apply cost for the mileage driven in a Service Vehicle against the Service Orders on which the vehicle was used. The functionality to generate manual mileage cost records can be found in the new Mileage Manual Costs function. Mileage Cost Rate Weight fields have been added to Company Configuration, which are only shown when the parameter SE/MILEAGE=Y. A new Mileage Cost Rates function allows you to cost mileage at different rates. The new Manual Mileage Cost Transaction browse allows you to see all the manual mileage costs for a service order including both posted and unposted records. A new mileage field on the Visit Labour record allows you to easily see which Visit Labour records will be able to generate a manual mileage cost. Mileage costing enables you to accurately track the cost and margin associated with Service Orders.

1093522

The function to Regenerate Shadow Data has been removed because the process no longer needs to be run upon upgrading.

1261364

Users can now see a list of service quote Subsections under a single service order that may either be a Service Quote Request for the order or a Confirmed Service Quote that will be processed/billed under the service order. Service Quote Request Orders indicate that the order is awaiting a detailed service quote to be generated, typically due to additional requirements or customisations needed. Confirmed Service Quotes indicate that the service quote has been accepted by the customer and the order is now in the process of fulfillment and billing.

1270494

A new SE/ASSCMPL parameter has been introduced to control whether the system automatically assigns the service order to the Technician when a visit is completed, but the Technician chooses "Leave Open" because the Technician does not consider all work done.

Please note: The system will not consider whether the Technician is able to see Assigned Service Orders. The need to schedule a return visit still exists whether the back-office schedules it or the Technician is able to self-schedule it.

This enhancement was also released in v12.04 Maintenance Update 19 May 2025.

1300237

A new SE/EMAILSRF (Service Report From Address) parameter has been introduced for service reports. This enhancement separates the SE/EMAILIFR (Email Invoice/Service Report From Address) parameter, which serves both service order reports and invoices, into two distinct parameters. If the new SE/EMAILSRF parameter is left empty, the system will continue to use the SE/EMAILIFR value for both invoices and service reports.

Please note:

1382374

A new SE/EMAILSRT (Email Template for Individual Visit Service Report) parameter has been introduced to hold a template to use when emailing a Service Report as part of a visit complete from the mobile device. The email template provides the ability to define the subject and message body.

Please note: If an email template is entered in the new SE/EMAILSRT parameter, the SE/EMAILSRI (email subject only template) will no longer apply; the email subject will come from SE/EMAILSRT, not the SE/EMAILSRI parameter. Also, printing a Service Report from within Coins ERP+ via the tree menu 'mass selection process' will not utilise an email template.

1388948

The following Hazard Management enhancements require Coins ERP+ v12.05 and Mobile Tech v2.14.0:

1518300

Technicians now have a timesheet to record Start/Stop Time, Break information, and Signature when the only activity for the day is a Time Block. The Time Block and its timesheet are published to the Mobile Tech app when the tentative state is removed in Coins ERP+. The MTSIGREQ parameter (Disable the Visit Labour Approval Requirement that a Mobile Timesheet be Signed) has been updated to apply to Time Blocks. If the back office changes the Hours or Reimbursable values on a Time Block after the Timesheet is submitted, the Mobile Timecard Report shows the * indicator, similar to how Visits are shown when changes are made after the Technician has submitted their timesheet. A new SE Company Configuration option Labour Certification Received From Technician has been added so that when a Technician submits a Timesheet, the Status of all Time Blocks included in the Timesheet is updated to reflect the value entered in the Labour Certification Received From Technician field. Please note that if the back office rejects a Timesheet, it will revert the Time Block’s Status.

1530591

Four sets of Meal Breaks are now available for Technicians in Mobile Timesheets. Information recorded by the Mobile Timesheet is then passed to Coins ERP+.

When Break Verification (a legislative requirement in the states of California and Washington) is in use, a new SE/MTBRKDLM parameter displays a disclaimer requiring the Technician's signature confirming they have accurately reported their hours worked and breaks taken. Disclaimers appear in both Mobile Timesheets and on the printed Mobile Timecard Report in Coins ERP+.

Additionally, with Break Verification in use, only the technician is allowed to enter or change the break data, otherwise, meal break data is read-only. The back office will need to reject the timesheet if changes are required.

1537800

A new SL/TAXRETN parameter allows PL invoices with retention to be able to calculate sales tax on the whole invoice before retention is released.

This change is for the US region only.

1552474

A Service Order's Location Phone now defaults the first non-blank value: 1) Location Customer 2) Location.

A new SE/EXCUSTEM (Exclude A/R Customer File when defaulting the Service Order's Service Email) parameter controls whether the Service Order's Service Email defaults as follows:

1) Location Customer 2) Location when parameter =Y

1) Location Customer 2) Location 3) AR Customer when parameter = N or blank

The SE/EXCUSTEM default is N.

1552487

The Comment Type and Comment on each Agreement > Billing Schedule are now visible in the Service Order > TOS Agreement Bill browse. They have been added to the Service Order TOS Agreement Bill column set as view-only fields.

1560552

When adding a Visit Material record for a Stock Item considered refrigerant, the list of Assets shown in the lookup only lists Assets that have an Asset Type where Contains Refrigerant = Y. Validation does not allow saving a Visit Material or Service Order Detail record with reference to an Asset with an Asset Type that does not Contain Refrigerant.

1562663

If all the Service Orders on an Invoice are of the same Service Order Type, Coins ERP+ now first looks to the Service Order Type to supply the default Invoice Form. If all the Service Orders on an Invoice are not of the same Service Order Type, Coins ERP+ looks to the Location Customer and then SE Parameters as usual.

Additionally, a new RO_cta_ordtypes field has been added to the Invoice column set that lists all the unique Service Order Types from the Service Orders that are included in the Invoice. The RO Field allows users to verify the proper Invoice Form will be used when printing the invoice.

1589692

A new Time Block Schedule Enquiry function quickly shows which Technicians have a Time Block scheduled. The browse allows access to the Time Block Details as well as the ability to unschedule the Time Block.

1589693

A new Stages tab is available in the Time Block Details screen to improve visibility into the Date/Time/By details of when a Time Block's Status value changes rather than only showing the Time Block's current Status.

Please note: The only type of Stage currently supported for Time Blocks are Labour and Approval Stages and they are only available for System Stages, not user-defined Stages.

1648762

The Visit Labour Record now defaults the Union for work managed via Service Orders from the new Union Defaults for the Location referenced on the Service Order. The Employee’s Trade is used when defaulting is based on the Location, but if the Location has no Union Defaults, then the Employee’s Union is the default.

Please note that the PR Transfer SE Details routine continues to assign the PR Timecard’s Union based on the Union on the Visit Labour record.

1668838

Location Assets can now maintain detailed belt and filter information.

The single Belt Size field has been replaced with four belts per asset, collecting the following information per belt:

The single Filter Size field has been replaced with four filters per asset, collecting the following information per filter:

1674248

The Manual Percent Complete for a Service Order can now be based on an Effective Date, allowing for different values over time.

1679872

The Agreement Renumber toolbox can now be used to fix Agreements that contain an invalid character.

1722619

The Schedule of Rate's Estimated Minutes field size has been increased in the schema to be ->>>>9.99, up from the previous >>9.99.

1722620

From/To Expiration Date filtering has been added to Bulk Mode Technician Skills to improve visibility into the Technician Skills that will need recertification before expiration.

1722621

The Service Order Number is now automatically included in the Visit Additional Work Email Subject line.

1722622

A new SE/VISSCHDA parameter controls the Allowable Range for Visit Schedule/Dispatch Dates. Enter a comma-separated list giving the number of days before the current date and the number of days after the current date to ensure scheduling and dispatching visits are limited to the specified date range. To issue a warning (rather than an error) if the Visit Schedule Date or Dispatch Date is outside the specified date range, add a comma after the second number and a W. For example: "30,20,W".

1722623

Document descriptions are now shown with the list of Document Ids that have been selected and will become attachments when an Invoice is printed and/or emailed.

1722625

Sorting and filtering by Technician Coverage Zone is now availble in the Service Order for Scheduling browse.

1722626

The Service Order Billing Complete Date is now stored on the Service Order table rather than in the RO field RO_sso_billCmplDate to improve Service Order Billing Complete Date filtering efficiency.

1722627

Service Quote Document page numbers now print in the same footer location on all pages.

1722628

Changing a Service Order's Description after the service order is created now updates the JS Section, WBS Code, and Cost Code Descriptions.

1722629

A Service Order browse tab is now available in the Locations function to improve visibility into Service Orders when viewing a Location.

1722630

A Certified option is now available in the Bulk Mode Service Order Type of Work Advance Filter in order to return a list Certified Service Orders.

1722631

A Dispatch Utility button has been added to Schedule & Dispatch for quick access to the Dispatch Utility while working in Schedule & Dispatch.

1722632

Advanced filters have been added for the 'Label' and 'Source' fields on the Data Set Summary - Fields browse. The advanced filter for the 'Field' field on the same browse has been fixed. Advanced filters have also been added for the 'Process' and 'Endpoint' fields on the ESB Process Publish and Global ESB Process Publish browses.

1238539

Monthly usage of services and extracts is now recorded. This telemetry data can be viewed in the Services Usage Enquiry and the Extracts Usage Enquiry respectively.

1461023

A new 'Use Last Audit' checkbox has been added to the JC Configuration Audit Report screen. When this checkbox is ticked, the report will always run for the latest audit, regardless of the number in the 'Audit' field.

1597825

Report Packs have been extended to allow them to run for a company group. A new 'Company Group' column has been added to the Report Packs header. When the report pack is run, if a company group is specified then the contents of the report pack will be run for each company in the group.

1597893