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Posted November 3, 2016 in Updates

Version 16.11.03.01 – Web Link

Web Link updates are available for download from the File Transfer Center: https://transfer.su-inc.com

Important Notes
Web Link updates must be installed on your web server, excluding School Accounting System-Online customers. If needed, contact your technology coordinator to install the update on the web server.

Since the Web Link product interacts with the School Accounting System and this update contains changes that affect both products simultaneously, you will also need to be at SAS version 16.11.03.01 (or higher, if applicable).

  • Web Link>Main
    • The Web Link module has a new look! Users will continue to login and access their options as before, but the web pages have been enhanced. We have also included new features for the data entry options.
    • In the Web Link Help, a Print button has been added for easy printing of a help topic.
    • All Search screens have been updated to include a View All button when there are multiple pages of items. When selected, the items will be listed on one screen with a scroll bar on the right side.
    • Five minutes prior to the Inactivity Timeout in the Web Link Setup Options in the School Accounting System a warning message will appear for users with no activity. A countdown will display and the user can select to either continue the session or logout. If the user continues to have no activity, they will automatically be logged out.
  • Web Link>Data Entry
    • If a user is set up with one or more vendor groups and they have rights to add new vendors for purchase orders or requisitions, any new vendors will automatically be added to their vendor groups.
    • The Catalogue field label has been changed to Item Number on the following screens: Purchase Orders, Receivings, Requisitions, and Requisition Approvals.
    • A Save and Clear button has been added to the following data entry screens: Cash Receipt, Purchase Orders, Receivings, and Requisitions.
    • On the Batch Search screens for Cash Receipts and Purchase Order, a new column has been added for Created By User ID.
    • The phone number fields have been renamed to Primary Phone Number, Secondary Phone Number, and Other Phone Number for Received Froms in Cash Receipts and Vendors in Purchase Orders and Requisitions. A new column has been added for Phone Type with options for Business, Cell, Fax, Home, and Other.
  • Enhancements/Updates for Purchase Orders:
    • Comments entered for requisitions can now be seen when entering in purchase orders. Because of this change, the screen header layout has been modified.
    • The Detail Information section has been updated to initially display 10 rows for data. Additional rows can be added by selecting the + Add Rows button and all blank lines will be automatically deleted when the purchase order is saved.
    • If a Default Purchase Order Format has been designated in the Accounts Payable System File, the new Print Purchase Order button can be selected to view and print the purchase order immediately.
    • If a user is assigned to more than one Ship To Address ID, then this field will be required during data entry.
    • Expected Date and Requisition Date have been added to the Select Requisitions screens.
  • Enhancements/Updates for Receivings:
    • Emails can be set up to automatically send when receiving items. The necessary fields will need to be completed in the Email Manager option on the main screen in the School Accounting System.
    • Created By User ID and Employee ID have been added to the screen.
  • Enhancements/Updates to Requisition Entry: 
    • Fields can be designated as hidden, required and set to repeat based on how the Approval Tree is set up in the Requisition Options of the School Accounting System.
    • The Detail Information section has been updated to initially display 10 rows for data. Additional rows can be added by selecting the + Add Rows button and all blank lines will be automatically deleted when the requisition is saved.
    • User comments can be entered in the Your Comment field and all comments will be displayed in the Comments grid.
    • A Submit All Requisitions button has been added and when selected, all outstanding requisitions for the user will be submitted.
    • A column for Expiration Date has been added to the Detail Bids screen.
    • If a user is assigned to more than one Ship To Address ID, then this field will be required during data entry.
    • If the user can select any Employee ID and the field is set to repeat, the last selection will be displayed by default but can be changed.
    • If the Allow Recall of Requisitions Prior to Any Approvals is selected in the Requisition Options in the School Accounting System, a user will be able to recall their requisition for modifications and resubmission or it can be deleted. Upon recall, an email can also be sent to the first approver if the Email Manager has been set up accordingly.
    • A new Copy Requisition button has been added to the screen. This option is used to copy a previously entered requisition for the user.
    • If a Default Requisition Form Report has been designated in the Requisition Options of the School Accounting System, the new Print Requisition button can be selected to view and print the requisition immediately.
  • Enhancements/Updates to Requisition Approvals:
    • When selecting Approve/Reject, the system will now open the requisition data entry screen so all the information for the requisition will be displayed. Any field can be modified by the approver based on how the approval tree is set up in the Requisition Options in the School Accounting System.
    • If a requisition is modified by an approver, the approvers comment field will be updated with the field names that were modified. Also, the system can be set up to send an email with a copy of the modified requisition attached to the original submitter as well as any previous approvers. The necessary fields will need to be completed in the Email Manager option on the main screen in the School Accounting System.
    • In the Approvals List, the Approval Tree ID and description have been added.
    • The Show All Sequences field has been renamed to Approve Requisitions Out of Sequence.
  • Web Link>Reports
    • Requisition Status Report for All Users: This new report can be given to Web Link users to view the status of all requisitions not just those the user submitted.