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Unanet 10.3 includes a number of exciting new and improved features to help you more easily run your business. Among the more noteworthy enhancements, the Invoice Formats have gained additional configuration and filtering options, default date format options, additional sub-totals choices, and a new capability to automatically generate invoice Write Offs for the purpose of addressing rounding concerns. The Vendor Invoice List and Invoice List screens have gained selection criteria to allow for searching by Invoice Amount and Balance Amount Range. The email templates used for Project Alerts can now be customized similar to other Email Notification templates.
A number of additional enhancements round out the release, including 10 new User Defined Fields added to the Organization Contacts, additional filtering option added to the Project search criteria control on a number of screens, and more.
See below for:
Invoice Layout Enhancements -- Several new capabilities have been added to the Invoice Formats screens, including:
Section Type and Section Subtotals (for T&M Labor and Cost Plus sections) -- New options for subtotaling section types and sections by Hours and Inception to Date Hours
New Filter By options (for T&M Labor and Cost Plus sections) -- You can now filter by Document Type (ie Expense Report, Vendor Invoice, Vendor Payment, Customer Payment, Deposit and Journal Entry)
New Column options (for T&M Expense and Cost Plus sections) -- You can now include invoice columns for Document Number and Location/Document Reference
Person Rate Precision (for T&M Labor and Cost Plus sections) -- Person Rates will display at least 2 positions after the decimal point, and up to 5 if the actual rate value has more than 2
New Invoice Date Property -- A new property is available -- Invoice Date Format (unanet.invoice.date_format), can be used to specify an alternative date format for dates appearing on invoices. Using an example January 5, 2010, valid values would include:
M/d/yyyy -- 1/5/2010
d/M/yyyy -- 5/1/2010
d-MMM-yy -- 5-Jan-10
Vendor Invoice List and Invoice List Criteria - New selection criteria is now available on the Vendor Invoice List and Invoice List search screens. Both lists can now be filtered by Invoice Amount and Balance Amount Range.
Invoice Rounding -- Whether the Auto-Correct Rounding feature is enabled by default, is controlled by the Auto-Correct Invoice Rounding (unanet.invoice.auto_correct.rounding.default) property. Regardless of the default setting, the feature can be enabled or disabled on a draft invoice by draft invoice basis by editing a draft invoice and navigating to the Setup tab (where you can check or uncheck the Auto-Correct Rounding checkbox). When enabled, the system will create write-off entries upon invoice completion to ensure posted values equal the amounts displayed on the invoice (ie to ensure the sum of the transactions agree with the values displayed on the invoice).
Migration Note:
While the default value for this new property is true/enabled, the migration to version 10.3 will provide a value of false/disabled in order to preserve existing behavior for current installations. You will need to modify the property setting to enable this functionality.
Billing & Revenue Post Enhancements
Two new Fixed Price Options have been added to the Billing & Revenue Post screen:
Post Billable Fixed Price -- When checked, Fixed Price billable items will be generated by the post. This should be checked if you want to create new FP items to appear on invoices.
Post Fixed Price Revenue -- When checked, Fixed Price revenue will be posted. This should be unchecked if you only want to create new billable transactions for your FP projects. Note that this does not affect revenue recognition for FP items where revenue is recognized when billed.
The Billing & Revenue Post will now consider Post Date when calculating the current posting amounts for the following items that have the current posting amounts calculated as Inception to Date - Previous Postings:
Fixed Price percent complete revenue recognition
Funding Cap Adjustments
Fee Cap Adjustments
Note that this will allow you to fix incorrect postings or posting in the wrong period by simply rerunning the posting process without needing to unpost the incorrect posting as previously required.
Organization Contacts - User Defined Fields -- The Organization Contacts now have 10 user defined fields available. These fields can be enabled, using the existing Admin >> Setup >> User Defined Fields screen. The Organization Contact Search/List screen has new controls to filter by enabled User Defined Fields and controls to allow for the display of specific fields in the resulting List. Values for the new fields can be entered via the Organization Contact Edit screen as well as the Organization Contact Import. The Export and file Download have also been modified to support the export of these new fields.
Project Filter Enhancements -- The Project filter on a number of search criteria screens now have the additional option to "Include all projects matching filter". These include the following exports (Accounts Receivable, Project, Project Invoice Setup, Project Administrators and Assignment), the following reports (Billing and Revenue Summary Report, Invoice Details Report and Invoice Status Report), and the Invoice List search screen. This feature can help avoid issues related to searching for large numbers of project, and ensures that when new projects are added that meet the criteria after the criteria has originally been saved, they will be included in the output.
System Requirements
Please review the System Requirements help page to make sure your platform has the necessary underlying component versions to support this version of Unanet.
The platform minimum requirements between this version and version 10.2 have not changed.
Note recent changes:
Beginning with version (v10.3), we no longer support Java 1.7 or Tomcat 7.
Beginning with version (v10.0), we no longer support Internet Explorer 7, 8 or 9, JRun, Tomcat 6.x, Java 1.6, SQL Server 2005 or Oracle 10.
Beginning with version (v9.6), we no longer support Oracle v9 or Java 1.5.
Beginning with version (v9.5), we no longer support Internet Explorer 6 or Tomcat 5.5.
Beginning with version (v9.4), we no longer support MS SQL Server 2000.
Should you need to update your database version you will want to do this prior to running the Unanet migration.
The process of updating your Sql Server database involves the creation of a backup of the database in the older version and then a restore of that file in the newer database version.
Java Memory Parameter Tuning -- Unanet 10.0 will require you to increase several memory related parameters in order to function properly. See Required Java Tuning for more information.
Future Platform Requirements Alert ! Note that the following components will no longer be supported beginning with our next major release 10.4:
The file layout for the Organization Contact Import has changed (all new fields are optional and added to the end of the import layout).
New Field -User01 (Field #15)
New Field -User02 (Field #16)
New Field -User03 (Field #17)
New Field -User04 (Field #18)
New Field -User05 (Field #19)
New Field -User06 (Field #20)
New Field -User07 (Field #21)
New Field -User08 (Field #22)
New Field -User09 (Field #23)
New Field -User10 (Field #24)
The file layout for the Person Import has changed (all new fields are optional and added to the end of the import layout). Note support for importing these fields was added in v10.2, however, the default template supplied with the product was updated beginning with v10.3.
New Field -Payroll_Hire_Date (Field #61)
New Field -Payroll_Marital_Status (Field #62)
New Field -Payroll_Federal_Exemptions (Field #63)
New Field -Payroll_SUI_Tax_Code (Field #64)
New Field -Payroll_State_Worked_In (Field #65)
New Field -Payroll_Immigration_Status (Field #66)
New Field -Payroll_EEO_Code (Field #67)
New Field -Payroll_Medical_Plan (Field #68)
New Field -Payroll_Last_Rate_Change_Date (Field #69)
New Field -Payroll_Last_Rate_Change (Field #70)
Note that all changes to the import layouts for this release are either optional or conditionally optional fields. That is, if you do not plan to specifically utilize any of the capabilities related to the new or changed fields, you do not necessarily need to make any changes to any existing import processes to accommodate these new fields (they will each provide for a default value).
Migration Instructions
Once you're all ready, here is a link to the migration instructions.
Migration Considerations
Note the migration from v9.6 to v10.0 includes running multiple sql scripts and potentially a cost plus data conversion should you have cost plus data in your system.
Migration Dry Run
Unanet encourages self-hosted customers to perform mock migrations in a test environment to identify and address potential issues prior to migrating your production system. The Unanet license allows for additional Unanet sites for the purpose of testing. This does not apply to On Demand Subscription customers.
IMU / Command Line Import / Export Notice
If you are running the command line import.jar, export.jar or ImportDiff utilities (which are often called from within the IMU), be sure to copy the 10.3 versions of these files. These utilities can be found in the 'utilities' directory and are also available on our Support download site.
Database Schema Changes
If your site uses any custom stored procedures or other external customized programs (e.g. for reporting or integration), you should review and test your custom logic to make sure it will function with this new version. You may want to review the database migration scripts to gain a complete understanding of any new, removed or renamed fields or tables. These scripts are located in your \unanet\database directory (under oracle or sql server).
Unanet Customer Service is always interested in keeping up with which versions of software are in use at customer sites. At the conclusion of your upgrade, please take a quick minute to send an email to support@unanet.com indicating your success (along with the version you are running). If you have the time, you could also click on the Send to Unanet button on the About page (which will forward your platform details to customer service).
Thanks!
