Nexus Changes Since Last Release

Version 2403.1800

Released 03-18-2025

1. Multiple changes to T&M Auth Form

a. Auto send email to SVPM when form is submitted to PGE

b. Track invoices the form has been attached to.

c. Color code Approved status to indicate in 0, 1, or more than one invoice is using the form

d. Added Invoice docking tab to identify invoices.

Listed invoices have “View” button which will open the invoice in the invoice editor.

e. Added Delete and Copy form buttons – Selected form can be deleted (unless already submitted to PGE). Copy button will copy select form making it easy to copy an existing form and just change the order number, dates or other info.

2. Added filter buttons to Landing page reports

3. Added Forms docking pane to invoices. This will identify all T&M auth forms already attached to invoice

a. Form view allows user to easily remove attached forms from an invoice. User can also use the “View” button to open the form in the editor.

4. Added RX_Chg search radio button and column to OVM invoice detail and invoice summary reports

a. The RX_Chg column will display a “Yes” for any trees that were completed with a prescription change. These are the trees that are highlight purple on the work order edit form

5. Added Order Number search to TMC and PO reports

6. Changes to Landing Page

a. LP reports for T&M Auth Forms will allow you to select one or more forms to view in form editor

b. The same capability has been enabled for RTV invoice reports on all programs

Note that OVM and VMC will only allow user to select one work order to open at a time. TMC and PO have an invoice list screen that can handle multiple invoices.

Version 2502.2000

Released 02-27-2025

· Added reports for detail payments in OVM and VMC. These are key controlled and yet to be tested, so may not want to release the key to users until we confirm they are working as expected.

o I added keys to PROD and TEST for: OvmRptInvDetailPayment, VmcRptInvDetailPayment.

· Preserves the Order Number on the TMC and PO Edit Form header sections when the order number is not valid, unless the header is currently being edited.

· Adds InvTrim_CD column to OVM Trees Edit Form, Work Order Detail report and Invoice Detail report.

· Modifies T&M Import for all Nexus components to allow supplying a Description field (column #5), when supplied the grouping will include the Rate Code + Description for those items.

o Items without a description will be grouped on rate code only, as before.

· Adds Order Number search to VMC and TMC Invoice Summary reports

· Adds Division, SVPM and Order Number to the VMC and TMC Invoice Summary reports.

· Adds Order Number to the OVM Trees Invoice Summary report.

· Adds the Order Number to the OVM VC Invoice Summary report.

· T and M Authorization Form

o Adds T and M Authorization Edit Form

o Adds support for attaching and un-attaching T and M Auth Forms to TMC invoices via TMC Edit Form.

o Implements the Import T&M button for T and M Auth Form, this supports the Description grouping.

§ Hours are combined since T and M Auth Form does not support entering hours/units for specific days of the week

o Adds ability to email SVPM after submitting a form to PGE

o The PDF Form that was generated as part of submission and saved to the FormPDF field on the Form_TandMAuth table will be attached.

o Adds support for providing a link to open the authorization form to the Form submitted notification email. See below for information on using this feature.

o Card #718 – Auth Form – Forn Number Changes

§ Adds Copy (Form) Name ribbon button which will copy the current Form’s name to the clipboard.

§ Adds ability to right click the Form title to get a context menu with “Copy Form Name” option, that copies the current Form name to the clipboard.

§ Adds Refresh button to the T and M Auth Form Edit Form ribbon

§ Changes the Form name of the PDF and child documents to start with “TM_AuthForm_” instead of “AuthForm_”.

o Creates composite Nexus component “TMCPO”, which will be used for TMC and PO T and M Auth Edit Forms.

o Adds Landing Page grid to summarize T&M Auth Forms – Landing Page reports not developed in time for release. They will be added for next release. User will get a message indicating that if they try to run the report.

§ Adds Copy Form button to the T and M Auth Edit Form ribbon menu. This will start a new Form using the currently opened form’s data to prefill the fields.

Version 2412.1100

Released 12-13-2024

Fixes/Changes in this Build

· Card #691 – Pass Thru Invoice Validation

Adds support for checking for duplicate Pass Thru Invoice entries in TMC and PO.
User is warned if a pass thru invoice duplicates another Pass Thru on a different invoice. Detail record is flagged as duplicate. As duplicate records are modified, duplicate flags are cleared, keeping the oldest record as a non-duplicate.

· Card #697 – Modify Add Invoice Forms for TMC and PO

Changes the order of fields so that Order Number, Order Number Description, Program and Work Type come after the Week Ending date.
Division will not be enabled until Week Ending and Order Number are entered.

· Card #698 – Order Number warning TMC and PO
Notifies the user when making changes to a TMC or PO invoice that the order number associated with the invoice is no longer valid.
User cannot save any EDIT changes until the order# has been reinstated or is changed by the user (avoiding errors in invoicing)
Preserves the Order Number on the TMC and PO Edit Form header sections when the order number is not valid. Previously the order# was cleared

· Card #699 – OVMT WO Detail and Invoice Detail Reports
Adds Work ID column to the report’s output.

· Card #703 – Landing Page Changes for OVMP (VC Pole Clearing under OneVM)
Adds support for OVMP to the landing page.
Enable Totals reports from Landing Page for OVMP invoices

· Pricing error was not correctly logged as ERR log type in invoice log - fixed

· Added Invoicing Trim CD to reflect mapped InvTrim_CD on Work Order, WO Detail report and Inv Detail report

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Version 2410.3102

Released 10-31-2024

Order # entry will auto fill the program and invoice type, if available. Once the order # is validated, if there is a match to the program lookup table, then the program and invoice type (Dist or Trans) are filled in and cannot be changed by user.
Copy Invoice routine - For TMC and PO Invoicing, users will now see a Copy Invoice button. To use, users will first select the invoice they wish to copy from. Then, by clicking the Copy Invoice button they will be adding a new invoice, copying several of the fields from the selected invoice to make adding an invoice much quicker. Some fields are always copied with this routine, and others the user can control which ones will be copied. See Copy Invoice for specific details on this feature.
Submit Multiple Invoices - VMC and OVM have a function that allows users to submit multiple invoices at the same time. This feature has been added to TMC and PO. Users can now run an invoice summary report to display the invoices they wish to submit, then Click Submit Invoices from the summary report. See Submit Invoices for more information.
OneVM Poles Invoicing has been added to Nexus. This feature enables the same functionality that OneVM Trees has, but for Pole (VC) invoicing. This feature will be released at a future date TBD.

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Version 2409.1201

Released 09-16-2024

All changes for this release are for OVM only, except for #8 which also applies to VMC

1. OVM: Added ability to place a tree on hold

a. A held tree will keep that tree from being submitted on an invoice. Once invoice is submitted, held tree can only be released when the invoice it is on is In Progress.

b. User can select tree(s) and then click the “Hold Trees” button to hold these trees from being invoiced

c. Once a tree is held, once the tree’s invoice is under review its status cannot be changed. It can be released from hold under the following conditions only:

i. Tree invoice is still In Progress

ii. Tree Invoice has been RTV’d

iii. Tree Invoice has been PAID

d. Added checkbox to view Held Trees only

2. OVM: Landing Page displays held invoices

3. OVM: Reports will show held trees and held amounts

4. OVM: Added quick Fill option so users could select multiple trees to copy the Cont WR# to.

a. Only invoiced trees can have a Cont WR#

5. OVM: Added search fields for VegPoint and RX Number to WO Detail and Invoice Detail reports

a. When selected, date range is not required to run report

6. OVM: Added a WO Vendor search to all 3 reports for OVM

a. WO Vendor is a pull down list of all subcontractors used on work orders for vendor

7. OVM: Added Week Ending date column to Landing Page Totals summary for OVM

8. VMC & OVM: Added display of OpCode for VMC work requests and OVM work orders on the header tab