lucernex release notes · accruent, llc 11500 alterra parkway, suite 110, austin, tx 78758 . 20.06...

Accruent, LLC 11500 Alterra Parkway, Suite 110, Austin, TX 78758 www.accruent.com

20.06 RELEASE NOTES June 19, 2020

Confidential and Proprietary ©2020 1 www.accruent.com

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Contents Release information ............................................................................................................................... 5

Introduction ............................................................................................................................................ 5

Important tasks related to new releases .............................................................................................. 5

Ideas for improving Lucernex ............................................................................................................... 5

Announcements...................................................................................................................................... 6

20.06 customer release webinar .......................................................................................................... 6

July Train Refresh pushed by one week ................................................................................................ 6

Training updates .................................................................................................................................. 6

New remote training packages available .......................................................................................... 6

Updated Training content now available in Help menu .................................................................... 6

Improvements and issues fixed .............................................................................................................. 8

Changes since the TRAIN release ......................................................................................................... 8

Client-reported issues ...................................................................................................................... 8

Contents of the TRAIN release ............................................................................................................. 8

New features ................................................................................................................................... 8

Client-requested enhancements .................................................................................................... 13

Client-reported issues .................................................................................................................... 15

Known issues ........................................................................................................................................ 17

Resolved Known Issues ......................................................................................................................... 17

New feature details and deep dives...................................................................................................... 19

New Lifecycle Financial Transaction Sync enhancement ..................................................................... 19

New Resource Center button in the Toolbar ...................................................................................... 19

Bookmarking and OCR Search ............................................................................................................ 20

Important notes about the Bookmarking feature ........................................................................... 20

Use the Bookmarking feature ........................................................................................................ 20

Use the OCR Search feature ........................................................................................................... 23


Branding Changes .............................................................................................................................. 23

Admin enhancements ........................................................................................................................ 24

New Import Best Practices page .................................................................................................... 24

New Manage Discount Rates page ................................................................................................. 24

Page layouts now support conditional fields .................................................................................. 24

New JWT Token button on RESTful Web Services page .................................................................. 25

Update to language on Financial Settings page .............................................................................. 26

Report Builder enhancements ........................................................................................................... 26

Foreign key fields now accessible from Fields pane ........................................................................ 26

Advanced Layout settings now available from Report Settings menu ............................................. 26

New ability to double-click and add fields from Fields pane ........................................................... 27

New ability to multi-select fields from Fields pane ......................................................................... 27

New ability to remove column without removing filter .................................................................. 27

New ability to save a report for a specific user ............................................................................... 28

Edit Start / End Tags functionality added to new Report Builder .................................................... 28

Flat File Properties button added to Display Settings window ........................................................ 29

New Show Lx Script Names toggle in Report Settings menu ........................................................... 29

New add label to report layout option ........................................................................................... 29

New Column Alignment buttons in Column Header menus ............................................................ 30

Report Builder now returns you to appropriate folder when you close a report ............................. 30

Composite Report messaging in Preview pane updated ................................................................. 30

Contract and Equipment Contract enhancements .............................................................................. 31

Discount Rate logic change ............................................................................................................ 31

Discount Rate lookup behavior in relation to Accounting Assumptions records .............................. 32

New ability to copy Expense Setup records .................................................................................... 32

Capital Lease Test tab now hidden for new clients ......................................................................... 32

New ability to open Contract Terms Wizard from Terms page ........................................................ 33

New ability to see Cash Expense values via hyperlink on ASC 842 / GASB 87 / IFRS 16 Rent Schedule pages ............................................................................................................................................. 34


New Exclude Hold Flag filter added to Approve Payments window ................................................ 35

Delete access no longer required for generating equipment asset schedules ................................. 35

New options for amortizing equipment-level Finance schedules in Equipment Contracts ............... 36

Audit log now captures detailed changes to expense type ............................................................. 37

Contract Status field added as filter to Extend Contracts window .................................................. 37

Percentage Rent Minimum Cap (Floor) now included in lease accounting calculations ................... 37

Other enhancements ......................................................................................................................... 38

New ability to push changes to folder templates down to entities ................................................. 38

Finish-to-Finish schedule task relationships now supported ........................................................... 39

New option for number fields to auto populate sequentially ......................................................... 39

New Clear Selected option added for Documents field................................................................... 39

Math Expression field type options gray out after field has been created ....................................... 40


Release information Release Version: 20.06 Release Date (Train): May 15, 2020 Release Date (Prod): June 19, 2020

Introduction This document describes the features and functionality of the Lucernex 20.06 release. Bug fixes have been delivered for Budget Custom Lists, Budgets, Contracts, the Dashboard, Data Fields, Documents / Email, Forms, Imports, Page Layouts, the Report Builder, Reports, and Work Flows.

This new release contains several exciting new features and enhancements, such as Lifecycle Financial Transaction Sync, a new Import Best Practices page, a new Manage Discount Rates page, the ability to push changes to folder templates down to entities, and more!

Important tasks related to new releases Please review this section when you receive release notes:

1. Update your custom layouts with new fields added in this release. Fields added to core pages do not automatically appear on custom-configured pages and you will have to add them to access new functionality.

2. Review the database schema updates. There are database schema updates with this release. Customers that have third-party integrations tied into their Datamart will want to review the schema updates, as we do not have visibility into how those integrations may be impacted. You can view a full list of the database schema updates here. DataMart customers should run a full brush.

3. Review the What’s New – Online Help Updates page in the Online Help. This page lists recent updates in the Online Help. In addition to articles about our new features, this page is also frequently updated with new content related to Lucernex!

Ideas for improving Lucernex We invite you to submit your product enhancement requests on the Lucernex Ideas page. The Ideas page is available in Accruent Access via the Ideas tab in the toolbar. Ideas you post can be viewed by both Accruent employees and other Lucernex customers. On the Ideas page you can:

• vote for or against an idea • add and respond to comments • view the status of an idea

Your ideas help us to understand what is important to our customers. Our product management team actively monitors the Ideas page and updates it when required. Contact Accruent Support if you have questions about the Ideas page.

https://info.accruent.com/rs/167-BOY-362/images/LX_SchemaChanges_20.06.pdf

https://access.accruent.com/


Announcements This section of our release notes is intended to make you aware of important announcements related to Lucernex.

20.06 customer release webinar The customer release webinar is now available for you to view. You can watch the webinar on Vimeo, and you can find the PowerPoint slides on the Online Help > Webinars page.

July Train Refresh pushed by one week Lucernex backs up your Production environment every night. On the first Friday of every month, Lucernex takes the most recent backup—from Thursday—and pushes it to your Train environment. Due to the US Independence Day Holiday on July 4th, we will be pushing the Train refresh by one week to July 10th.

If you have any questions about this change, please contact your Accruent representative.

Training updates The following section describes updates related to Lucernex training sessions and content.

New remote training packages available Accruent Academy has released new and updated training for Lucernex end users and admins! We now offer training packages by role and all training can be completed remotely. Check out the updated Lucernex Training Catalog or contact [email protected] for more information.

Updated Training content now available in Help menu The Lucernex Training team has recently delivered updated training content that can be accessed from the Lucernex Help menu. The Getting Started with Lucernex course will teach your users to perform basic tasks such as changing their password, how to navigate the product, and how to configure their user dashboard. You can access these materials by clicking the Help button in the menu, and selecting the third option, Accruent Academy.

https://vimeo.com/419994652/271ef1b667

https://accruentacademy.csod.com/client/accruentacademy/default.aspx

https://info.accruent.com/rs/167-BOY-362/images/VFA-Software-Product-Training.pdf?_ga=2.242091265.22647961.1589279484-1545235056.1582025056

mailto:[email protected]


You can access more Lucernex training in Accruent’s online learning environment, the Accruent Academy Learning Center. All online curricula contain interactive eLearning modules that have exercises and knowledge checks. You can track training completion using reports provided by your assigned training coordinator. These reports can then be uploaded into your HR system. Whether you are new to Lucernex software, in implementation, or an experienced user, we have training that will benefit you.

You can sign up for Accruent Academy by completing a form on our website. Please email [email protected] with any questions about training.

https://accruentacademy.csod.com/selfreg/register.aspx?c=sr_c1

mailto:[email protected]


Improvements and issues fixed Click the Feature Name link in the New Features table to navigate to an expanded description of the feature.

Changes since the TRAIN release The following table lists the changes since the TRAIN release.

Client-reported issues The following additional client-reported issues have been resolved in this release.

Component Summary

Data Fields JavaScript fields now receive values as expected from percent fields where the user entered a value containing the percent symbol (%).

Contents of the TRAIN release The following tables break down the contents of the TRAIN release into new features, client-requested enhancements, and client-reported issues.

New features The following new features have been delivered in this release.

Feature Summary

New Lifecycle Financial Transaction Sync enhancement

Lifecycle Financial Transaction Sync is an enhancement to Lucernex’s cost tracking feature set. This enhancement allows you to link your purchase order (commitment), change order, and payment application (invoice) forms together.

New Resource Center button in the Toolbar

We are introducing a new feature to the main toolbar of Lucernex—the Resource Center. The Resource Center will contain key information and announcements about Lucernex. In future updates, the Resource Center will display data relevant to specific categories of users, such as System Administrators and Lease Administrators.


Feature Summary

Bookmarking and OCR Search

The Bookmarking feature allows you to search for information in your documents without having to leave the page where you are working. A common use case would be comparing the language of a covenant against the lease document attached to a contract.

OCR Search gives users the ability to search both the names and the contents of documents. This feature will allow you to perform more dynamic searches when working in the Documents sub-module.

Branding Changes

In the 20.06 release, we have made some minor branding changes. If you have custom branding in your instance of Lucernex, your customizations will not be affected. These changes will only be visible to clients who are using the out-of-the-box Lucernex branding.

New Import Best Practices page

This new page allows you to import tried and true templates that have been created by the Lucernex Professional Services team. These templates can be used as-is or with minimal configuration to fit your business needs.

New Manage Discount Rates page

This new page is where you can define default discount rates for specific subsets of contracts or equipment contracts. These discount rates can be applied to both contract-level schedules and asset-level schedules. However, the default discount rate can still be overridden when a schedule is generated.

Page layouts now support conditional fields

You can now use drop-down fields in page layouts as conditional requirements for other fields and sub-page layouts to appear on a page. For example, you configure a VIN field to display only when the value of the Asset Type field was set to Vehicle.

Update to language on Financial Settings page

The language for the Translation and Revaluation conversion rates on the Financial Settings page has been updated. This update has also been made for the Portfolio Financial Settings page layout.

Foreign key fields now accessible from Fields pane

You can now access foreign key fields from the Available Fields section of the Fields pane in the new Report Builder. A foreign key field is a field in one table that uniquely identifies a row of another table.

New ability to double-click and add fields from Fields pane

You can now double-click fields in the Available Fields section of the Fields pane and they will be added as columns to your report.


Feature Summary

New ability to multi-select fields from Fields pane

You can now add multiple fields to a report simultaneously. This enhancement helps users who want to quickly build reports and know which fields they want to add.

Edit Start / End Tags functionality added to new Report Builder

You can now edit the start and end tags of an XML or Composite XML report from within the new Report Builder. This functionality is primarily when your target output uses a specific schema and you don’t need a Java filter, or when the report is part of a Composite XML report that will have a Java filter.

Flat File Properties button added to Display Settings window

In the legacy Report Builder, a Flat File Properties button appeared in Step 7 if Flat File was selected from the View Type field. This button opened a Flat File Properties window, which allowed users to configure the flat file properties of their report. This button now appears in the Display Settings window of the new Report Builder.

New Show Lx Script Names toggle in Report Settings menu

We have added a Show Lx Script Names toggle to the Report Settings menu of the new Report Builder. This toggle allows you to see the database script names for fields added as columns to your report.

New Column Alignment buttons in Column Header menus

You can now change the alignment of your report columns using alignment options found in the column header menus.

Discount Rate logic change

With the addition of the new Manage Discount Rates feature described above, the way the system selects the appropriate discount rate has changed.

Discount Rate lookup behavior in relation to Accounting Assumptions records

In addition to the lookup behavior changes listed above, the system now handles discount rates on accounting assumptions records differently.

New ability to copy Expense Setup records

The new Copy Expense Setup feature helps Lucernex customers address rental concessions and deferment scenarios in rent emergency situations. This feature was conceptualized and developed based upon the guidance provided by the FASB in mid-April 2020, stating that lease concessions related to COVID-19 could be treated as variable rent expense if the client chose.


Feature Summary

Capital Lease Test tab now hidden for new clients

Since companies should now be using the ASC 842 Lease Accounting standard, going forward, we will be hiding the Capital Lease Test tab in new implementations.

New ability to see Cash Expense values via hyperlink on ASC 842 / GASB 87 / IFRS 16 Rent Schedule pages

There is a new optional feature that, when enabled, adds a hyperlink to the Cash Expense column in the Fiscal Details view of the ASC 842, GASB 87, and IFRS 16 Rent Schedule pages. When you click this hyperlink, a Cash Expense Detail window opens that displays the components of a period’s cash expense in the rent schedule.

New Exclude Hold Flag filter added to Approve Payments window

You now have the option to filter the contents of the Approve Payments window to only include schedules or transactions that do not have the Hold? flag set to Yes.

New options for amortizing equipment-level Finance schedules in Equipment Contracts

We’ve enabled functionality to allow users to run their accounting so that there is a remaining positive asset value at the end of their asset-level Finance accounting schedules. This positive value demonstrates that they have an asset worth something when it is purchased.

Contract Status field added as filter to Extend Contracts window

A new Contract Status filter has been added to the Extend Contracts window on the Contract > Details > Summary page and the Equipment Contract > Details > Summary page. This filter appears to the right of the Date to Extend the Key Date field.

Percentage Rent Minimum Cap (Floor) now included in lease accounting calculations

Lucernex now includes the value of the percentage rent Minimum Cap (Floor) field in lease accounting schedules. The Minimum Cap (Floor) field is used to capture the rent payment that is required regardless of sales performance. This value is in fact a “de facto base rent" and must be included in your accounting schedules.

This field does not impact Straight Line (ASC 840) schedules.

Bulk updates to Recalc? flag via import now supported

You can now make bulk changes to the Recalc? flag via spreadsheet imports.

Changes to Expense Type now trigger Recalc? flag

Changing the expense type on a recurring expense to an expense type that has a different accounting schedule type now triggers the Recalc? flag for the previously associated accounting schedule.


Feature Summary

Finish-to-Finish schedule task relationships now supported

Lucernex now supports finish-to-finish schedule task relationships. A finish-to-finish relationship is one where the successor task cannot finish prior to the predecessor task’s end date.

SAML SSO requires NameID field

If the NameID field is not configured in SAML, SSO now returns an error.


Client-requested enhancements The following client-requested enhancements have been delivered in this release.

Feature Summary

New JWT Token button on RESTful Web Services page

There is now a button on the RESTful Web Services page that allows you to copy a JWT Bearer Authentication token to your clipboard. JWT Bearer tokens allow a higher level of security and options for encryption.

Advanced Layout settings now available from Report Settings menu

In the legacy Report Builder, users could apply advanced layout settings from Step 8: Layout the Report. These settings are now accessible to users from the Advanced Layout option in the Report Settings menu of the new Report Builder.

New ability to remove column without removing filter

If you click the Remove option in a column header menu in the Preview pane, the column is now removed from the report, but the field will remain in the Current Report section of the Fields pane.

New ability to save a report for a specific user

You can now save a report for a specific user in the Modify Report Details window.

New add label to report layout option

You can now add a custom label as a column to your report from the new Report Builder. This functionality is typically used by users to break data into distinct categories. You can also use this functionality to add a Current Date column to your report.

Report Builder now returns you to appropriate folder when you close a report

When you click the Close button in the Header of the Report Builder, the system now returns you to the folder where the report is saved. This enhancement saves users time that previously was used to navigate back through the folder tree.

Composite Report messaging in Preview pane updated

The new Report Builder now displays a message that reads, “Preview not supported for Composite Report types,” when the user attempts to generate a preview of a composite report or composite XML report.

New ability to open Contract Terms Wizard from Terms page

You can now add terms in bulk using the Contract Terms Wizard from the Terms page of a contract or equipment contract. This saves users time in scenarios where amendments require adding multiple term options at the same time.


Feature Summary

Delete access no longer required for generating equipment asset schedules

When equipment assets were first implemented in Lucernex, the generate equipment asset rent feature required delete-access to Administration, Dashboard, and Manage Contract. We have adjusted the required security settings.

Audit log now captures detailed changes to expense type

The Audit Log now captures the before and after values when the expense type is changed.

New ability to push changes to folder templates down to entities

System administrators now can push changes from folder templates down to entities in bulk. This enhancement saves system administrators time and effort by eliminating the need to make changes to entities individually at the entity-level.

New option for number fields to auto populate sequentially

As a part of our Invoice Sync enhancement, we have added an option to number fields that, when enabled, tells the system to automatically assign the next number in a sequence.

New Clear Selected option added for Documents field

We have added a Clear Selected link to the Documents field that allows you to remove multiple files from a form.

Math Expression field type options gray out after field has been created

Now after a math field has been created the Set As options are grayed out, so that users can see that they cannot edit the field type of the math expression.

Passive Save and Failure messages updated on Summary and Custom page layouts

The updated passive Save and Failure messages now display when editing Summary page layouts or custom page layouts.

Terminated Contracts now display on Locations

Deactivated contracts now display in the Related Entities field. This field is a field that can be added to a page layout using the Page Layout Editor. It can be found in the Related Fields > Summary Information > General Summary Information > Related Entities folder.


Feature Summary

Job Title link removed if user doesn’t have appropriate permissions

The Job Title column on the Members / Contacts page of an entity no longer contains a hyperlink if the user does not have the Manage Security > Actions > Update Entity Job Title permission.

Client-reported issues The following client-reported issues have been resolved in this release.

Component Summary

Budget Custom Lists When using the Auto Populate Budget View Lines setting at the custom list layout-level, the system now restricts the line items in budget custom lists to only budget line items associated with a budget view or budget template.

Budgets The system now includes all columns in the printable view of Budget Summary pages.

Contract – Setup Wizard

A client encountered an error message when they attempted to create a RE Contract based on a Location. This error was the result of the Region ID field not being properly updated for the location's portfolio after an import.

We have updated the error messaging to clarify the issue, and we have also added validation to prevent this import error from occurring in the future.

Contract – Transactions

The system now clears values from all fields on the page when you click the Add Item button in the Actions menu on the Transactions page.

Dashboard The My Favorite Reports widget no longer displays HTML styling from a report’s description as text. The system instead applies the HTML styling to the description as appropriate.

Dashboard The My Work Queue widget no longer displays a confusing message when a work flow step is completed from the widget.

Data Fields Read-only JavaScript fields now update as expected on Summary pages.


Component Summary

Documents / Email The system no longer prevents you from attaching a document to an outgoing email if the document and email body are below the 10 MB size limit.

Forms You no longer receive an error when using the External Contact field on a form to send a one-time email to a non-Lucernex user.

Imports Users can update task names in a schedule via import if the Task.TaskID field is included in the import spreadsheet.

Imports The system no longer changes years starting on or after 2039 to years in the 1900s when the user imports custom list data containing these dates.

Imports Budget snapshot fields now populate with the current budget value of the applicable line item when a user imports new budget custom list records.

MS Project Integration

You no longer receive an error message when attempting to export MS Project files when there is an assignee to a group.

Page Layouts The system no longer removes documents that have been attached to a page after the user saves her changes.

Report Builder The Report Folders field now displays in the Create a New Report, Save As, and Modify Report Details windows for all users.

Report Builder Double-clicking to add a foreign key field from the Available Fields section now adds the field to both the Current Report section and the Preview pane.

Additionally, the Report Builder no longer adds the foreign key parent folder to the Current Report section when you add a foreign key field to the report.

Report Builder The Preview pane of the new Report Builder no longer displays an extra column when grouping is applied to a field and any of the labeling options are enabled.

Report Builder The column header for the Documents field now displays in the Preview pane as expected.

Reports Using Today as the selected criteria for a runtime filter on a date field now returns results as expected.


Component Summary

Reports Reports using the Generate Native Excel File check box now populate all data as expected.

Reports Budget reports now show root group budget values. However, DO NOT use the following settings on fields for on any budget report pulling values from groups and line items:

• Show Total Value for Groups / Report Bottom • Show Avg Value for Groups / Report Bottom

Reports Workflow reports using is any value as a filter or runtime filter on the Entity Name field now return results as expected.

Work Flows The system now kicks off a scheduled job again if the step it was associated with is re-started. This issue occurred in cases where the scheduled job was supposed to be kicked off at the start of the step.

Known issues This section describes the known issues in this release.

• Employer values are still being populated in Edit mode and in reports after the employer has been deleted.

Resolved Known Issues This section describes resolved known issues in the 20.06 release.

Contract & Equipment Contract

• After changing the Portfolio filter in the Generate Payments window, not all payments were being generated. Payments were generated when All Portfolios was selected.

• When an IFRS 16 schedule was terminated and there was a $0.01 difference between the Period Asset and Period Liability amounts, the Profit & Loss Impact field read as $0.00.

• The system was not displaying the full list of ASC 842 Schedule Types when the user clicked the Ellipses button next to the ASC 842 Schedule field in the Add Expense Type Code window.

• The asset schedule bulk termination functionality was not working as expected. • Remeasurement values were not displaying for future unposted periods in ASC 842 schedules.


Reports

• When a user who was a part of a user class that has No Access to particular fields ran a report that has those fields on it and selected the Generate Native Excel setting on Step 7 of the report builder, the user was able to see the fields they should have been prohibited from seeing in the report.

• A report was displaying the file name of a document rather than the description, despite the user configuring the field in the report builder to display the description.

• The Start from Existing Report functionality was allowing users that were not System Administrators to access the editable report functionality.

Schedules

• When the schedule was crashed and the baseline dates were changed on a Finish to Start or Start to Start schedule task, the values for the Forecast / Actual Dates and Forecast Actual Duration were incorrect.

• When importing a MS Project file to create a schedule template, the system was not interpreting the duration of finish-to-finish tasks correctly.

Other

• The Name field in the Edit Contact window displayed in First Name, Last Name format instead of Last Name, First Name format.

• The system returned an error message when you tried to apply security updates to a folder template via the Update Portfolio page if you had already applied security to a folder in the template at the entity-level.

• The system could not import purchase order forms with the name PurchaseOrder due to the system being unable to distinguish between the name and the BOType reference.


New feature details and deep dives This section describes new features in greater detail.

New Lifecycle Financial Transaction Sync enhancement Lifecycle Financial Transaction Sync (LFTS) is an enhancement to Lucernex’s cost tracking feature set. This enhancement allows you to link your purchase order (commitment), change order, and payment application (invoice) forms together. When a general contractor or vendor submits a payment application or invoice, they will only see records related to their employer. When they select a purchase order, the change order or payment application form will then auto-populate with line items from that purchase order.

Change orders are not required for LFTS. At a minimum, you must create the Purchase Order and Payment Application record sets.

To learn more about LFTS and how to enable it in your environment, click here.

New Resource Center button in the Toolbar We are introducing a new feature to the main toolbar of Lucernex—the Resource Center. The Resource Center will contain key information and announcements about Lucernex. In future updates, the Resource Center will display data relevant to specific categories of users, such as System Administrators and Lease Administrators.

Keep an eye out for future updates to the Resource Center! In the future, we plan to leverage this tool to provide interactive user guides, release notes announcements, and more.

https://info.accruent.com/rs/167-BOY-362/images/Lucernex_LifecycleFinancialTransactionSync.pdf


Bookmarking and OCR Search In 20.02, we delivered a fix which resolved an issue with our Optical Character Recognition (OCR) conversion of documents. OCR conversion is a process which converts image files of documents into editable and searchable data.

With this fix delivered, we enabled two features for all clients: Bookmarking and OCR Search. The Bookmarking feature allows you to search for information in your documents without having to leave the page where you are working. A common use case would be comparing the language of a covenant against the lease document attached to a contract.

OCR Search gives users the ability to search both the names and the contents of documents. This feature will allow you to perform more dynamic searches when working in the Documents sub-module.

Important notes about the Bookmarking feature • You can only search against global editable fields. • The feature only performs a search for the exact text in the field. • This feature searches entity summary pages across the platform. • We are looking to expand the capabilities of the Bookmarking feature in future releases.

Use the Bookmarking feature To use the Bookmarking feature:

1. Sign into Lucernex. 2. Navigate to a page where you would like to search text on the page against your entity

documents. A common use case would be comparing the language of a covenant against the lease document attached to a contract.

3. Click the Bookmark button in the toolbar in the upper-right corner of the window.

The button changes to be filled white. This indicates that the Bookmarking tool is now active. Additionally, any fields that can be searched now have an orange outline.

Fields that can be searched become boxed in orange in the UI.


Note: Currently, you can only search against global fields. Unpopulated fields are not searchable.

4. Click the field you want to search.

One of three things will occur: • If there is only one document with the text you searched, the Lucernex Document

Viewer will open the document. The text you searched will be highlighted in the document. You can click the search result in the Search Options pane to navigate to the results in the document.


• If there are multiple documents with the text you searched, a Documents Containing [Text] window opens.

This window will include all versions of the document that include the text you searched. To view a document:

a. Select the document you want to view from the Documents Containing [Text] window.

b. Click the View button. The Lucernex Document Viewer window opens. The text you searched will be highlighted in the document. You can click the search result in the Search Options pane to navigate to the results in the document.

• If there are no documents with the text you searched, a No Matches dialog box will appear at the top of the page.


Use the OCR Search feature To search for a file:

1. Click the Search button. The Documents Search dialog box opens.

2. Enter your search criteria in the Document Content and / or Document Name fields. The OCR search functionality will return partial matches. This means if you searched for a document using the search term Lease but the document title contained the word Leaseback, the system would still return the document in the search results.

3. If you entered content in both the Document Content and the Document Name fields, select either AND or OR from the field to the right of the Document Content field. The Boolean search tells the system whether you want to search for the contents of the Document Content field AND the Document Name field, or the contents of the Document Content field OR the Document Name field.

4. Click the Search button. Your search results appear in the Documents pane. The search will return results for all documents matching your criteria in the entity folder. If there is only one document that matches your search criteria, the system will automatically open that document in the Lucernex Document Viewer. The system will open the file to the page that contains your search criteria.

Branding Changes You may recall that in July of 2018, Accruent was acquired by Fortive. As a part of this acquisition, Fortive is standardizing the branding of its products across the board.

In the 20.06 release, we have made some minor branding changes. For example, you’ll notice that a new Lucernex logo appears on the Login page, header, footer, and browser tabs. We have also changed the color of the header to white, and the color of the buttons in the toolbar to a dark gray to make them visible on the new white background.

If you have custom branding in your instance of Lucernex, your customizations will not be affected. These changes will only be visible to clients who are using the out-of-the-box Lucernex branding. These clients may need to clear their browser cache to view the updated branding changes.

In future releases, there will be additional minor branding changes; however, they will not impact functionality—they will only change the out-of-the-box look and feel of the product.


Admin enhancements This section describes enhancements to the System Administrator Dashboard.

New Import Best Practices page There is a new Import Best Practices page in the Company Administration section of the System Administrator Dashboard that allows you to import tried and true templates that have been created by the Lucernex Professional Services team. These templates can be used as-is or with minimal configuration to fit your business needs.

To learn more about this new feature, please see the Import Best Practices page of the Lucernex Online Help.

New Manage Discount Rates page A new Manage Discount Rates page has been added to the Company Administration section of the System Administrator Dashboard. The Manage Discount Rates page is where you can define default discount rates for specific subsets of contracts or equipment contracts. These discount rates can be applied to both contract-level schedules and asset-level schedules. However, the default discount rate can still be overridden when a schedule is generated.

As part of this enhancement, users can now click a Magnifying Glass button to the right of the Discount Rate field to open the Manage Discount Rates window. This window allows you to view and manage discount rates that exist on the Manage Discount Rates page.

Discount rates can also be imported in bulk into Lucernex using an XML file. Spreadsheet imports will be coming in a future update.

Note: Currently, Lucernex only allows XML imports where each discount rate is associated to a single state or province. Imports where discount rates are associated to multiple states or provinces will be supported in a future update.

To learn more about this new feature, please see the Manage Discount Rates page in the Lucernex Online Help.

Page layouts now support conditional fields You can now use drop-down fields in page layouts as conditional requirements for other fields and sub-page layouts to appear on a page. This feature is enabled by using the Hide Unless setting in the Edit Field window of the Page Layout Editor.

For example, if you tracked multiple types of assets, there may be different kinds of information you want to track. Say, for example, you wanted to track the VIN of your leased vehicles, but you did not want to display your custom VIN field for other types of asset. You could configure the Hide Unless setting on the VIN field as described on the following page:


VIN

• Hide Unless: Asset Type • Equals: Vehicle

With this configuration, the VIN field would ONLY display on the page if Vehicle was selected from the Asset Type field.

Important! The Hide Unless setting only applies to drop-down fields where another field exists on the same layout with the same database table. For example, if you had a page layout that had a field from the Covenant database table, you could not use the Hide Unless setting to link that field to a field from the ExpenseSetup database table.

Similarly, you cannot use the Hide Unless setting to link to a field that does not exist on the page layout.

To learn more about this setting, please see the Learning > Walkthroughs > System Configuration Walkthroughs > Conditional Fields article in the Lucernex Online Help.

New JWT Token button on RESTful Web Services page There is now a button on the RESTful Web Services page that allows you to copy a JWT Bearer Authentication token to your clipboard. JWT Bearer tokens allow a higher level of security and options for encryption. This token can only be used against the environment where it was created. For example, if you copy the token from train.lucernex.com, the token would ONLY be valid for your train environment.

Additionally, you have two options for configuring the token to expire. The first option is that the generated token will only be usable for as long as you have configured your firm’s password expiration policy to last. For example, if you have configured passwords for your firm to expire every 30 days, you will need to update the JWT Bearer Authentication token at the same frequency.

The second option is that you can use the expiresOn parameter during an API GET call to set when the JWT token will expire.

For assistance with this feature, please contact Accruent Support.

https://fortive-my.sharepoint.com/personal/liz_thorpe_accruent_com/Documents/_Documents/Lucernex/Release%20Notes/2020%20Release%20Notes/Word/train.lucernex.com/


Update to language on Financial Settings page The language for the Translation and Revaluation conversion rates on the Financial Settings page has been updated. This update has also been made for the Portfolio Financial Settings page layout.

• Before: “For Reporting (Report Builder, step 7), fiscal quantities will be converted according to this mapping:”

• After: “For Reporting (Report Builder, step 7), provided you are using the Manage Exchange Rates feature of the Admin page, fiscal quantities will be converted according to the mapping below:”

Report Builder enhancements The following enhancements have been delivered for the new Report Builder. For a full overview and deep dive of the new report builder, please see the Lucernex Online Help.

Foreign key fields now accessible from Fields pane In the legacy Report Builder, you could access foreign key fields from Step 3. A foreign key field is a field in one table that uniquely identifies a row of another table. For example, users building a report on contracts could pull foreign key fields for related locations and facilities. When the new Report Builder was released, this functionality was not available.

You can now access these foreign key fields from the Available Fields section of the Fields pane in the new Report Builder.

Foreign key fields that do not have child items do not have an Expand button.

Advanced Layout settings now available from Report Settings menu In the legacy Report Builder, users could apply advanced layout settings from Step 8: Layout the Report. These settings are now accessible to users from the Advanced Layout option in the Report Settings menu of the new Report Builder. The settings include the following:

• Column sizing • Column alignment • Cell data alignment • Text wrapping • Advanced grouping display settings

To learn how to use these settings, see the Toolbar > Reports > Report Builder – NEW > Report Settings – Report Builder topic in the Lucernex Online Help.


New ability to double-click and add fields from Fields pane You can now double-click fields in the Available Fields section of the Fields pane and they will be added as columns to your report. This enhancement gives users an additional building option when they want to create a report quickly and makes the new Report Builder more intuitive.

For more information about the new Report Builder, see the Lucernex Online Help.

New ability to multi-select fields from Fields pane You can now add multiple fields to a report simultaneously. This enhancement helps users who want to quickly build reports and know which fields they want to add.

To add fields in bulk from the Fields pane:

1. Click the first field you want to add in the Available Fields section of the Fields pane. 2. Choose between two options:

• To pick and choose which fields to add: a. Press and hold the CTRL key on your keyboard. b. Select the other fields you want to add.

• To select all fields between two fields in a list: a. Press and hold the SHIFT key on your keyboard. b. Select another field in the list.

All fields between the first field and the field selected in step b are now selected.

3. Click the Add Selected button in the Available Fields header. The fields are added to the Preview pane and the Current Report section of the Fields pane.

New ability to remove column without removing filter Previously, if you clicked the Remove option in a column header menu in the Preview pane, the field would be deleted from both the layout and the report. This caused problems for clients who had filters applied to those fields, because the client would then have to re-add the field and reconfigure the filter on the report.

Now if you click the Remove option in a column header menu in the Preview pane, the column will be removed from the report, but the field will remain in the Current Report section of the Fields pane.

Note: If you want to entirely remove the field from your report, click the Trash Can icon to the right of the field name in the Current Report section of the Fields pane.


New ability to save a report for a specific user You can now save a report for a specific user in the Modify Report Details window. This functionality was present in the legacy Report Builder but had not been added to the new Report Builder.

To save a report for a specific user:

1. Click the Report Settings button in the header of the Report Builder. The Report Settings menu opens.

2. Select Modify Report Details from the Report Settings menu. The Modify Report Details window opens.

3. Click the Save For button at the bottom of the window. The Save For window opens.

4. Select the member you want to save the report for from the Save For Member field. 5. Click the Save button.

The window closes. The report is saved for the user.

Edit Start / End Tags functionality added to new Report Builder You can now edit the start and end tags of an XML or Composite XML report from within the new Report Builder. This functionality is primarily when your target output uses a specific schema and you don’t need a Java filter, or when the report is part of a Composite XML report that will have a Java filter.

To edit the start and end tags of your XML or Composite XML report:


2. Select Display Settings from the Report Settings menu. The Display Settings window opens.

3. Ensure that the value of the View Type field is set to XML or Composite XML. 4. Click the Edit Start / End Tags button at the bottom of the window.

The Start / End Tags window opens. 5. Enter your start tags in the Start Tags field. 6. Enter your end tags in the End Tags field. 7. Click the Update button.

The window closes. 8. Click the Finish button.

The window closes. 9. Click the Save button.

The Save button appears in the header of the Report Builder, to the right of your report's name. Your report is saved.


Flat File Properties button added to Display Settings window In the legacy Report Builder, a Flat File Properties button appeared in Step 7 if Flat File was selected from the View Type field. This button opened a Flat File Properties window, which allowed users to configure the flat file properties of their report. This button now appears in the Display Settings window of the new Report Builder.

To learn how to configure your flat file properties, see the Configure your Flat File Properties procedures on the Toolbar > Reports > Report Builder – NEW > Report Settings page of the Lucernex Online Help.

New Show Lx Script Names toggle in Report Settings menu We have added a Show Lx Script Names toggle to the Report Settings menu of the new Report Builder. This toggle allows you to see the database script names for fields added as columns to your report.

Note: Script names do not display in reports when they are run or exported. Additionally, this setting is toggled off by default.

To use the Show Lx Script Names toggle:


2. Select the Show Lx Script Names check box. The script names for the columns in the Preview pane appear. To remove the script names, clear the check box.

New add label to report layout option You can now add a custom label as a column to your report from the new Report Builder. This functionality is typically used by users to break data into distinct categories. You can also use this functionality to add a Current Date column to your report.

To add a label to your report layout:

1. Click the Add Label Field button in the Available Fields section of the Fields pane. The Add label field window opens.

2. Choose between two options: • To add a text label:

a. Select the Add my own text option button. b. Type the text for your label in the provided field.

• To add a current date label, select the Add Current Date option button. 3. Click the Add button.

The Add label field window closes. 4. Click the Save button.

The Save button appears in the header of the Report Builder, to the right of your report's name. Your report is saved.


New Column Alignment buttons in Column Header menus You can now change the alignment of your report columns using alignment options found in the column header menus.

To change the alignment of a column:

1. Hover your cursor over the right side of a column header. A down arrow icon appears on the column header.

2. Click the down arrow icon on the column header. A menu opens.

3. Choose between three options: • Align left • Align center • Align right

4. To save your changes, click the Save button. The Save button appears in the header of the Report Builder, to the right of your report’s name. Your changes are saved.

Report Builder now returns you to appropriate folder when you close a report When you click the Close button in the Header of the Report Builder, the system now returns you to the folder where the report is saved. This enhancement saves users time that previously was used to navigate back through the folder tree.

Composite Report messaging in Preview pane updated Previously, if you tried to preview a composite report in the new Report Builder, the system would display an error message which was not easily understood by users. Preview is not supported for composite reports.

The new Report Builder now displays a message that reads, “Preview not supported for Composite Report types,” when the user attempts to generate a preview of a composite report or composite XML report.


Contract and Equipment Contract enhancements This section describes new enhancements to the Contract and Equipment Contract modules.

Discount Rate logic change With the addition of the new Manage Discount Rates feature described above, the way the system selects the appropriate discount rate has changed. Lucernex now selects a discount rate by searching associated records in the following order:

1. Locked Accounting Assumptions discount rate (within schedule date range) 2. Contract-level discount rate 3. Manage Discount Rate table 4. Portfolio-level discount rate 5. Firm-level discount rate

For discount rates on the Manage Discount Rates table, Lucernex will search for a discount rate that most closely matches the contract. For example, imagine there are two discount rate records that are effective until the same date, but one is specific to the Marketing portfolio.

• Discount rate 1: o Effective Through: 12/31/2020 o Rate: 10% o Portfolio: All

• Discount rate 2: o Effective Through: 12/31/2020 o Rate: 12% o Portfolio: Marketing Portfolio

If you wanted to generate a lease accounting schedule for a contract that belonged to the Marketing portfolio, and there was no contract-level discount rate, Lucernex would select Discount Rate #2.

Discount rates are also applied using a time range parameter. For example, one discount rate can be applied for contracts where the term length is between 31 and 60 months, and a second discount rate can be applied for contracts where the term length is between 61-120 months.

However, this raises the question—how does the system interpret partial months? In the example above, what if the term length was 60.25 months?

In the scenario described above, the system will use the discount rate that applies after rounding down—in our scenario, the system would not apply discount rate 2 unless the term length was greater than or equal to 61.00. The logic appears in the list below:

• Discount rate 1 is applicable between 31.00 and 60.99 months • Discount rate 2 is applicable between 61.00 and 120.99 months

Using this logic, the 60.25-month term would use Discount rate 1.


Discount Rate lookup behavior in relation to Accounting Assumptions records In addition to the lookup behavior changes listed above, the system now handles discount rates on accounting assumptions records in the following manner:

• If there is an unlocked Accounting Assumption record with a discount rate and dates, if you create a schedule, the Discount Rate DOES NOT populate from the Accounting Assumption record.

• If there a locked Accounting Assumption record with a discount rate and dates, if you create a schedule that is outside the date values of the Accounting Assumption record, the system DOES NOT populate from the Accounting Assumption record.

• If there a locked Accounting Assumption record with a discount rate and dates, if you create a schedule that is within the date values of the Accounting Assumption record, the system DOES pick up the Discount Rate value from the locked Accounting Assumption record.

New ability to copy Expense Setup records The new Copy Expense Setup feature helps Lucernex customers address rental concessions and deferment scenarios in rent emergency situations. This feature was conceptualized and developed based upon the guidance provided by the FASB in mid-April 2020, stating that lease concessions related to COVID-19 could be treated as variable rent expense if the client chose.

With the Copy Expense Setup feature, you’ll be able to copy an existing expense setup record and use the copy to track rent concessions, deferments, or new rental structures that your landlords propose.

Although this feature was created due to the current COVID-19 event, the Copy Expense Setup functionality can also be used in non-rent emergency situations as well. To learn how to use this feature, see our Copy Expense Setup Guide.

Capital Lease Test tab now hidden for new clients Since companies should now be using the ASC 842 Lease Accounting standard, going forward, we will be hiding the Capital Lease Test tab in new implementations. If new customers want to access the Capital Lease Test tab, they can give View / Edit / Delete access to the Page Access > Contract > Accounting Info > Capital Lease Test security item.

Our best practice recommendation is to use the ASC 842 Test page for your Capital Lease Tests under 840. The ASC 842 Test can be used to produce the same results as the Capital Lease Test if you ignore Question 5.

To learn how to use the ASC 842 Test page, see the Modules > Contract Module > Accounting Info > ASC 842 Test page in the Lucernex Online Help.

https://info.accruent.com/rs/167-BOY-362/images/LucernexCopyExpenseSetupGuide.pdf


New ability to open Contract Terms Wizard from Terms page You can now add terms in bulk using the Contract Terms Wizard from the Terms page of a contract or equipment contract. This saves users time in scenarios where amendments require adding multiple term options at the same time. Previously, this wizard was only accessible when a user was initially creating a contract using the RE Contract or Equipment Contract Setup Wizard.

Note: This method should be used when you have multiple renewal options that are the same length. If your term options have different lengths, click the No button in step 4 and enter your terms individually.

To use the Contract Terms Wizard from the Terms page:

1. Sign into Lucernex. 2. Choose between two options:

• Navigate to Contract > Abstract Info > Terms. • Navigate to Equipment Contract > Abstract Info > Terms.

You can navigate to pages by clicking links in the Navigation Pane on the left side of the page.

3. Click the Add Item button. This button appears in the Actions menu on the right side of the page. A dialog box opens, asking if you want to use the Contract Terms Wizard.

4. Click the Yes button. The Contract Terms Wizard opens.

5. Enter the number of term options you want to create in the Number of Options field. 6. Select the option type from the Option Type field. 7. Enter the term length in years in the Term Length (years) field. 8. Enter the notice period using the Notice Period fields. 9. Enter the rentable area in the Rentable Area field.

Important! Do not enter 0 in the Rentable Area field. If you are not going to use rentable area, leave the field blank.

10. Select the unit of measurement you are using for your rentable area from the Area Unit field. 11. Click the Generate Contract Terms button.

The window closes. Your new contract terms appear in the Contract Terms List.


New ability to see Cash Expense values via hyperlink on ASC 842 / GASB 87 / IFRS 16 Rent Schedule pages

Note: This feature is not enabled by default. Please contact Accruent Support and ask them to enable the ShowSLPeriodCashDetails setting on the Manage Features page if you are interested in using this feature.

There is a new optional feature that, when enabled, adds a hyperlink to the Cash Expense column in the Fiscal Details view of the ASC 842, GASB 87, and IFRS 16 Rent Schedule pages. When you click this hyperlink, a Cash Expense Detail window opens that displays the components of a period’s cash expense in the rent schedule.

To view the cash expense values of a period:

1. Choose between nine options: • Navigate to Contract > Accounting Info > ASC 842 Rent Schedule. • Navigate to Contract > Accounting Info > GASB 87 Rent Schedule. • Navigate to Contract > Accounting Info > IFRS 16 Rent Schedule. • Navigate to Equipment Contract > Accounting Info > ASC 842 Rent Schedule. • Navigate to Equipment Contract > Accounting Info > ASC 842 Rent Schedule > ASC 842

Equipment Schedules. • Navigate to Equipment Contract > Accounting Info > GASB 87 Rent Schedule. • Navigate to Equipment Contract > Accounting Info > GASB 87 Rent Schedule > GASB 87

Equipment Schedules. • Navigate to Equipment Contract > Accounting Info > IFRS 16 Rent Schedule. • Navigate to Equipment Contract > Accounting Info > IFRS 16 Rent Schedule > IFRS 16

Equipment Schedules. 2. Select the schedule you want to view from the Schedules List at the top of the page.

The schedule appears in the Rent Schedule table. 3. Click the Fiscal Details option button above the Rent Schedule table.

The table displays the Fiscal Details view. 4. Click the hyperlink in the Cash Expense column for the period whose cash expense details you

want to view. The Cash Expense Details window opens. The window displays all records that impact the cash expense for the selected period. These records may include recurring expenses, covenants with associated financial amounts, asset financial adjustments, and accounting assumption adjustments. If the schedule is inactive or needs recalculation, a message appears at the top of the window: Values shown are representative of current configuration (e.g. Recurring Expense) and may not reflect the values when the schedule was created.

5. If you want to view a record that impacts the cash expense for the period you selected, click the hyperlink for the record in the Amount column of the Cash Expense Details window. A summary of the record appears in a new window.


New Exclude Hold Flag filter added to Approve Payments window You now have the option to filter the contents of the Approve Payments window to only include schedules or transactions that do not have the Hold? flag set to Yes.

To exclude schedules or transactions that have the Hold? flag set to Yes:

1. Choose between two options: • Navigate to Contract > Details > Summary. • Navigate to Equipment Contract > Details > Summary.

2. Click the Approve Payments button. This button appears in the Actions menu on the right side of the page. The Approve Payments window opens.

3. Select either the Expense Schedules option button or the Transactions option button. The values that display in the table depend on which option you select.

4. Select the Exclude Hold Flag check box. This check box appears in the second row of filters, on the right side. The values that display in the table refresh, and no longer include schedules or transactions that have been placed on hold.

For more information about approving payments, see the Modules > Contract Module > Details > Summary page or the Modules > Equipment Contract Module > Details > Summary page of the Lucernex Online Help.

Delete access no longer required for generating equipment asset schedules When equipment assets were first implemented in Lucernex, the generate equipment asset rent feature required delete-access to Page Access > Administration > Dashboard > Manage Contract. We have adjusted the required security settings so that the following setting is now required, at a minimum:

Tab Security Item Setting

Page Access Administration > Dashboard > Manage Contracts

Edit

Note: Please note that this security setting is at the folder-level, and you may need to adjust the individual settings within the Manage Contract folder.


New options for amortizing equipment-level Finance schedules in Equipment Contracts Prior to 19.12, the system amortized the asset to zero lease accounting schedules. Some clients, particularly those with a purchase option on a lease, wanted to run their accounting so that there was a remaining positive asset value at the end of the accounting schedule. This positive value would demonstrate that they have an asset worth something when it is purchased. In 19.12, we delivered this functionality for the Contract module. We’ve now enabled this functionality for asset-level Finance schedules in the Equipment Contract module.

Note: This functionality is ONLY available for equipment that has an Accounting Method Override set to Finance. If the Accounting Method Override field is set to Operating, the necessary fields for this feature will not appear on the page.

There are three ways this functionality can be utilized:

• You can amortize to a specific date OTHER than the end of the schedule, be it before the schedule end date or after it.

• You can amortize to a value OTHER than 0.00. You will need to select the schedule end date in the Final Asset Amount Date field.

• You can amortize to a both a date other than the schedule end date AND a value other than 0.00.

To utilize this functionality:

1. Navigate to Equipment Contract > Accounting Info > ASC 842 Test. You can navigate to pages by clicking links in the Navigation Panel on the left side of the page.

2. Select Equipment Assumptions / ASC 842 Tests from the Actions menu on the right side of the page. The Equipment Assumptions / ASC 842 Tests page opens.

3. Select the equipment whose asset you want to amortize from the list at the top of the page. The accounting assumptions and the ASC 842 tests for the equipment populate on the page.

4. Scroll down to the Accounting Assumptions section of the page. 5. Select Finance from the Accounting Method Override field.

If Operating is selected, the necessary fields will not appear. 6. Enter a percentage or amount of the total asset balance that should remain after the schedule

end date in the Remaining Asset Balance field.

Note: There are two option buttons: Currency and Percentage. If you enter a value between 0-100, the system will default the option button setting to Percentage. If you enter a value of 100.01 or above, the system will default the option button setting to Currency. You can override the default option button setting.


7. Enter the date beyond the schedule end date to amortize to in the Final Asset Amount Date field. If you want to use the schedule end date, enter it in this field.

8. Click the Save Changes button. This button appears in the Actions menu on the right side of the page. Your changes are saved.

Audit log now captures detailed changes to expense type Previously, Lucernex was not capturing the before and after values of a change to the Expense Type on an Expense Setup in the Audit Log. This meant users had to research to discover the underlying cause for the Recalc? flag being triggered. The Audit Log now captures the before and after values when the expense type is changed.

Contract Status field added as filter to Extend Contracts window A new Contract Status filter has been added to the Extend Contracts window on the Contract > Details > Summary page and the Equipment Contract > Details > Summary page. This filter appears to the right of the Date to Extend the Key Date field. When a value is selected from this field, contracts that have a matching status will be displayed in the table. This enhancement helps users narrow their results when looking for contracts to extend.

Note: This filter will not appear in the Extend Asset Payments window.

Percentage Rent Minimum Cap (Floor) now included in lease accounting calculations Lucernex now includes the value of the percentage rent Minimum Cap (Floor) field in lease accounting schedules. The Minimum Cap (Floor) field is used to capture the rent payment that is required regardless of sales performance. This value is in fact a “de facto base rent" and must be included in your accounting schedules.

This value will be able to be seen in your expense forecast on the Payment Info > Recurring Expenses > Contract Expense Forecast page. This enhancement impacts ASC 842, IFRS 16, and GASB 87. It does not impact Straight Line (ASC 840) schedules.


Other enhancements This section describes other enhancements to the system that do not fall within an overarching category.

New ability to push changes to folder templates down to entities System administrators now can push changes from folder templates down to entities in bulk. This enhancement saves system administrators time and effort by eliminating the need to make changes to entities individually at the entity-level.

To push changes from folder templates to entities:

1. Click the Admin button in the toolbar in the upper-right corner of the window. The System Administrator Dashboard page opens.

2. Click the Manage Folder Templates link in the Folder Administration column. The Manage Folder Templates page opens.

3. Select the Update Portfolio tab. The Update Portfolio page opens.

4. Select the template you want to work with from the Folder Template field. 5. To filter the table to only include entities that have this template applied, select the Include

entities that reference this folder template? check box. The table updates to display entities that are associated with the template.

6. Select one or more of the following check boxes as necessary: • Add entity folders to match template? – This option will add folders from the folder

template that do not exist on the entity. These folders may be new folders that you have added since the template was last applied to the entity, or they may be folders that were deleted from the entity.

• Delete entity folders to match template? – This option will delete folders from the entity that no longer exist on the template, but ONLY if the folder on the entity does not contain files.

• Delete this folder template from selected entities? –This option will completely remove the folder template from the selected entities, but ONLY if the folders do not contain files.

• Rename entity folders to match template? – This option will push name changes to folders to entities where the template is applied.

• Adjust entity folder security to match template? – This option will push changes to folder security settings to folders on entities.

7. Click the Apply Template link in the Planned Changes column of the entities you want to apply the template to.


8. To see a complete list of all entities that will be changed, select the Only show entities that will be changed? check box at the top of the page. This filter allows you to quickly view the items you have selected, to ensure that you have not missed any entities.

9. Click the Apply Template button at the bottom of the page. The template is updated on the entities that had the Apply Template toggle selected in the Planned Changes column.

Finish-to-Finish schedule task relationships now supported Lucernex now supports finish-to-finish schedule task relationships. A finish-to-finish relationship is one where the successor task cannot finish prior to the predecessor task’s end date. At a minimum, the end date of the successor task must be on or after the predecessor’s end date.

As of 20.04, we support finish-to-finish in the Lucernex user interface and in imports from MS Project. We do not yet support exporting finish-to-finish tasks to MS Project.

New option for number fields to auto populate sequentially As a part of our Invoice Sync enhancement, we have added an option to number fields that, when enabled, tells the system to automatically assign the next number in a sequence.

To have your number fields auto populate sequentially:

1. Open the page layout editor for the record that contains the field you want to edit. 2. Click the Ellipses button on the number field’s field cell.

The Edit Field window opens. 3. Select the Auto populate sequentially check box. 4. Click the Set Options button.

The Edit Field window closes. 5. Click the Save Layout button.

Your record is saved.

New Clear Selected option added for Documents field In the 20.02 release, we added a feature that allows you to select multiple files from the Add Documents window to attach to a form. In 20.04, we have added a Clear Selected link to the Documents field that allows you to remove multiple files from a form.

To clear multiple files from a form:

1. Select the files you want to remove from the Documents field. Press and hold the CTRL button on your keyboard to select multiple values.

2. Click the Clear Selected link. The files are removed.


Math Expression field type options gray out after field has been created A new visual key has been added to the Mathematical Operations Builder. Previously it was not clear to users that they could not edit the field type of a math expression after the expression was added. Now after a math field has been created the Set As options are grayed out, so that users can see that they cannot edit the field type of the math expression.


LUCERNEX 20.06 RELEASE NOTES – JUNE 2020

Accruent, LLC 11500 Alterra Parkway Suite 110 Austin, TX 78758

www.accruent.com

http://www.accruent.com/