Tango Maintenance - Multi-Currency and Estimated Hours

Modified on Tue, 3 Mar at 1:03 AM

Overview

The June Sprint has introduced a couple of new features in the Maintenance application that the Tango team wanted to highlight.

Multi-Currency Support for Maintenance
- For clients operating in multiple countries or with multiple currencies, the Work Order Estimate/Invoice process will use the currency from the appropriate Facilities Project
Estimated Hours for Internal Maintenance
- A new field was introduced to help track estimated vs actual hours spent on Work Orders for the Internal Maintenance team.

Multi-Currency Support

Tango Maintenance now supports consistent currency behavior from the Core Projects setup. The Currency set on the Facilities Project in Core will map into the Work Order when it is created.

Note: Currency Conversion is not supported within the Edge platform but can be configured in the Core platform/Core Projects data.

A new Work Order Configuration field was also added to set a Default Currency in case a Project Currency is not available (no Currency set in Core or multiple Projects are found at the time of Work Order creation).

The Currency set on the Work Order will persist to any Estimates and Invoices generated from the Work Order and when Invoices are submitted to the Core Project the Currency will be included.

Bulk Invoicing also supports Currency, with some caveats. The currency for each Invoice will be derived from the Work Order for that Invoice, so a single Bulk Invoice could include WO Invoices in multiple Currencies. Some of the report sections on the Bulk Invoice display Currency fields (Rates and Totals) so mixing Currencies on the same Bulk Invoice could result in some confusing data in the reports, but the issues are purely cosmetic/formatting related and the resulting data will be in the correct currency.

Since Currency fields in Edge do display Currency formatting, a new field called Display Currency has been added to the Bulk Invoice.

The Help Text clarifies: Select a Currency for formatting any Currency data (Rates/Totals) in the Report sections on the Bulk Invoice. Note: The File Validation, Invoice Validation & Invoice records will all inherit the appropriate Currency from the associated Work Order, NOT from the Bulk Invoice field. The Currency selected on the Bulk Invoice is only used for formatting. If left blank, this will default based on client configuration/setup.

Estimated Hours

The Estimated Hours field is added to the Scheduled Maintenance record when using the Internal Maintenance option. When the Internal Maintenance checkbox is checked, the field will display next to the Maintenance Lead lookup.

The Estimated Hours will map into all Scheduled Maintenance Work Orders generated from the parent SM plan. The field is available on the Internal Maintenance Work Order screen on the Visit/Repair tab next to the Appointment Timeframe field.

The Maintenance Lead can update/override the amount mapped in from the Scheduled Maintenance record or populate the field if it is blank. Facility Manager Override will also give the FM the same access to edit this field on the Work Order.

The Estimated Hours field is also available on Demand Maintenance Work Orders for the Internal Maintenance team. It will not automatically populate in this case, but the Maintenance Lead (or FM with Override) can populate the field if there is a desire to track this information.

The Estimated Hours field is also added to most of the Maintenance Lead and Facility Manager Tile Reports

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