Take a look at the new features released between July - September 2021 including better control over repeating schedule requests, automatic updates to inventory prices, and a whole bunch more...

NOTE: If you are missing any of the below capabilities or are interested in upgrading your features, let your account manager know.

Schedule Requests

Alternative Recurring Request

First up we're looking at a welcome improvement to how you can control incoming schedule requests. Now, in addition to allowing requesters to create a recurring event daily, weekly, monthly, etc. You have the option to limit repeating events to a manual selection. This is great for events that take place on different days or to keep from one requester taking up too many time slots.

How it works:

When a requester fills out a new schedule request and selects "Repeats" they will have the option to select as many dates as they like on a calendar view. This is an alternative view to selecting a default recurring schedule (daily, weekly, monthly, etc.)

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How to set it up:

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  1. Go into "Admin Settings"
  2. Select "User Types"
  3. Choose a user type and click "Edit"
  4. Scroll down to "Schedule Request Access"
  5. Check the box marked "Cannot schedule using repeating intervals"
  6. Click "Save"

 

NOTE: Don't have Scheduling Requests but are interested in adding it? Let us know.

Purchase Orders

Updated Inventory Pricing

Next, we have some big changes to Purchase Orders. The biggest change here is the ability to automatically update inventory prices based on how much you are actually paying for those items. Either during purchase or receipt, when you make changes to an inventory price, you can enable the option to automatically update that item's cost in FMX. This is a huge time saver, and ensures your inventory cost data stays accurate and up-to-date!

How it works:

When submitting a purchase order, if the unit price is different than the cost currently stored in FMX, it will trigger the ability to update it automatically.

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When purchasing or receiving the item (depending on your configuration below) you will be prompted with the option to update unit prices.

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How to set it up:

  1. Go into "Admin Settings"
  2. Select "User Types"
  3. Choose a user type and click "Edit"
  4. Scroll down to "Purchase Order Access"
  5. Open the dropdown labeled "Allow updating inventory unit prices"
  6. Select either "On purchase" or "On receipt" depending on your preferenceScreen_Shot_2021-10-08_at_4_00_11_PM.png
  7. Click "Save"

Adding Followers

When you place a purchase order, you now have the option to add a follower to the request, so if someone is waiting on this item they can receive a notification once it arrives.

How it works:

Add a user as a follower on the purchase order request.

Follower.jpg

They will automatically see notifications on their FMX site and via email (if those notifications are turned on).

Notification.jpg

How to set it up:

  1. Go into "Admin Settings"
  2. Select "User Types"
  3. Choose a user type to set as the follower and click "Edit"
  4. Scroll down to "Purchase Order Access"
  5. Open the dropdown labeled "Read"
  6. Select "Any"Screen_Shot_2021-10-08_at_4_18_23_PM.png
  7. Open the dropdown labeled "Follower access mode"
  8. Select "Can follow" or "Can follow & add followers"Screen_Shot_2021-10-08_at_4_19_12_PM.png
  9. Make sure any users adding followers are set to "Can follow & add followers"
  10. Click "Save"

Received & Unreceived Subtotals

Purchase Orders also received an update to the grid view, allowing you to quickly see subtotals for both received and unreceived orders. This allows you to see outstanding costs without clicking into each order separately.

How it works:

Under the purchase orders grid, you can now view these two fields to give line item costs as well as accumulative totals.

Screen_Shot_2021-10-08_at_4_26_25_PM.png

How to set it up:

  1. Go to "Purchase Orders"
  2. Select the column editor on the top right corner
  3. Check "Received subtotal" and/or "Unreceived subtotal"
  4. Ensure your filter settings allow you to see the request of the appropriate "Status"

Screen_Shot_2021-10-08_at_4_28_41_PM.png

 

NOTE: Don't have Purchase Orders but are interested in adding it? Let us know.

Bulk Actions

Cap Increase (from 100 to 1,000)

Lastly, bulk actions for requests and planned maintenance were also extended from 100 to 1,000 allowing you to quickly approve, assign, resolve, or delete just about as many requests as you need to at a time! 

How it works:

Under the grid view for maintenance requests or planned maintenance, you can select the checkbox on the top left, and if there are more than 20 requests in your current filter it will give you the option to select all records (up to a maximum of 1,000).

Screen_Shot_2021-10-08_at_4_32_22_PM.png

Maintenance requests bulk actions include "approve", "assign", "delete", or "resolve"

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Planned maintenance bulk actions are only available under "occurrences" and allow for "delete" only as of now.

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How to set it up:

  1. Go into "Admin Settings"
  2. Select "User Types"
  3. Choose a user type and click "Edit"
  4. Scroll down to "Maintenance Request Access"
  5. Open the dropdown labeled "Bulk approve"
  6. Select either "Own", "Accessible Buildings" or "Any"Screen_Shot_2021-10-08_at_4_41_03_PM.png
  7. Repeat steps 5 & 6 for "Bulk assign", "Bulk resolve", & "Bulk delete"
  8. Repeat steps 4 - 7 for "Planned Maintenance Task Access"
  9. Click "Save"

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