NEW! PentaVault

Useful For:

Customers who are looking for an alternative content management solution that is fully integrated with their Penta ERP.

Summary:

PentaVault is a content management solution developed by Penta that allows customers to save, create, and manage content (documents, pictures, and video files) within the Penta ERP.  

Open

PentaVault Highlights

Previous Functionality:

The only option for an integrated content management solution was OnBase.

What Changed:

PentaVault is available starting with Penta version 27.1 . Additional licensing is required for the PentaVault module.

• Store, view, and edit documents in all Penta products (MFS, TEP, PFW, Customer Console, etc.) 

• Generate documents in Penta (DocGen, Crystal, etc.) 

• Tag documents with keywords to sort and find documents for key entities in Penta (Jobs, Work orders, Vendors, Invoices, etc.) 

• Ability to search words in documents and titles to find information (example: search for address and find any documents with that address in it). 

For more information about PentaVault, check out our https://pentatech.atlassian.net/wiki/spaces/KCSLIVE/pages/1129938959 or contact your Customer Success Manager.

NEW! PentaAccess

PentaAccess Purchasing

Useful For:

Customers who want their purchasing department to have streamlined access to their essential daily workflows through a modern web screen.

Summary:

PentaAccess Purchasing provides a brand new web user interface that purchasing departments can use to issue purchase orders, generate purchase order documents, and receive units.

PentaAccess requires additional licensing. Contact your Customer Success Manager to discuss.

Open

Penta Access - Purchasing

Previous Functionality:

Purchasing users utilized the Penta for Windows screens to complete their work.

What Changed:

PentaAccess provides access and improved experience for completing those workflows from a web browser.

PentaConnect APIs

PentaConnect Project Management

Useful For:

Users who want more flexibility and better communication utilizing a Project Management tool with their PENTA ERP.

Summary:

Further streamline your data entry and syncing between your PENTA ERP and Project Management tools with updates to the PentaConnect Project Management API. Users can now see the job, costcode, forecast, and UDF data entered into their Project Management tool automatically updated in the PENTA ERP, reducing rework and eliminating dual entry.

This API is used by the PENTA/Procore integration.

Previous Functionality:

The Project Management API did not allow posting of Jobs, Costcodes, or Forecasts into PENTA. Dual entry or data loads were required.

What Changed:

• New Forecast POST endpoint.

• New Costcode POST endpoint.

• New Job POST endpoint.

• Updated Job UDFs based on modification date.

PentaConnect AP

Useful For:

Customers utilizing a 3rd party AP routing solution who want to manage the full AP lifecycle outside of PENTA.

Summary:

The PentaConnect AP API continues to expand its capabilities so customers can manage their full AP lifecycle outside of PENTA, as well as take advantage of payment solutions that streamline their payment processing, all while keeping your ERP in sync.

Previous Functionality:

Users had to manually void AP invoices or remove holds in PENTA after completing in their AP routing solution.

What Changed:

• Added ability to update and remove invoice statuses, such as AP Holds.

• Added ability to send pricing factor information to PENTA.

• Added ability for voids completed in 3rd party solution to update PENTA.

• Added ability to send a pay request number in the API, allowing users to process subcontract invoices with pay request numbers through their AP Routing solution.

PentaConnect AP Payment

Useful For:

Customers utilizing a 3rd party AP payment solution. AP payment solutions provide benefits like rebates, automation, and improved user experience while the PentaConnect API synchronizes key information with the PENTA ERP.

Summary:

The PentaConnect AP Payment API continues to expand its capabilities so customers can further streamline their AP payment workflow between their AP payment solution and PENTA ERP.

Previous Functionality:

Users had to manually void AP invoices or remove holds in PENTA after completing in their AP payment solution.

What Changed:

• Added ability to update and remove invoice statuses, such as AP Holds.

• Added ability for voids completed in a 3rd party solution to update PENTA.

NEW! PentaConnect Inventory

Useful For:

Customers who would like to integrate a 3rd party solution to manage inventory and/or purchase orders.

Summary:

The new PentaConnect Inventory API gives customers the ability to manage inventory outside of Penta. Combined with the PentaConnect AP API, customers can also manage purchase orders in an external solution.

Previous Functionality:

No API was available to streamline data flow between Penta and inventory solutions. Customer would have to build a custom integration or keep data in sync manually.

What Changed:

API retrieves warehouse and location information from Penta for syncing with a 3rd party solution.

API retrieves inventory balances for specified product IDs.

PentaConnect Service Management

Useful For:

Customers who want to bring costs from external solutions into Penta for billing.

Summary:

Customers can sync transaction level work order cost details and work order status between Penta and a 3rd party service management solution.

Previous Functionality:

There was no API or interface functionality available to bring service related costs into Penta from 3rd party solutions. All data had to be entered manually.

What Changed:

API retrieves transaction level work order cost details including labor, reimbursements, AP invoices, PO receipts, inventory, equipment usage, journal entry, and cost transfers.

API updates work order status in Penta based on updates to work order status in the 3rd party service management solution.

NEW! PentaConnect Billing

Useful For:

Customers who want to perform billing activities in a 3rd party solution and automatically post those invoices to Penta.

Summary:

The PentaConnect Billing API posts manual billing invoices in Penta similar to how a user would complete via the Manual Billing Entry window.

Previous Functionality:

All billing had to be manually entered into Penta. There was no API or interface to sync billing data.

What Changed:

Invoices can be posted for Jobs, OUs, Work Orders, and Back Charge. Invoices posted via the API still make all appropriate accounting entries, appear on billing reports, and cash receipts can be applied the same as you would expect for invoices entered manually.

Payroll

Allow FUTA and SUTA to Self Adjust

Useful For:

Customers who want their FUT and SUT taxable wages to self adjust withholding.

Summary:

Payroll administrators can specify whether FUT and SUT taxes should be self adjusting.

Previous Functionality:

Penta did not have the ability to specify if FUT and SUT taxes should self adjust.

What Changed:

New field in the State Tax Information window allows a payroll administrator to specify whether the FUT and SUT tax types should be self-adjusting.

EEO Report Reflects Employee OU Transfers

Useful For:

Customers who utilize Penta’s EEO Employer RPT - OU Rollup report and need accurate reporting for employees who are transferred between Organizational Units.

Summary:

Penta’s EEO Employer RPT - OU Rollup report includes all employees who were paid in the reporting period, even if that employee was later transferred to a different OU.

Previous Functionality:

Employees were included in the EEO Employer RPT - OU Rollup report based on their current OU, not which OU they were in for the designated reporting period.

What Changed:

Employees are included in the EEO Employer RPT - OU Rollup report based on the OU they were in for the designated reporting period.

Service Management

Update Child Work Orders Billed with Parent

Useful For:

Customers who bill child work orders with the parent work order.

Summary:

Penta now automatically closes child work orders designated as billed with their parent work order when the parent work order is closed in the Work Order/Maintenance Contract Billing window.

Previous Functionality:

Child work orders were not automatically marked as closed after they were billed with the parent and the parent work order was closed.

What Changed:

Penta automatically marks the child work order as closed after it is billed with the parent work order and the parent work order is marked as closed.

Improved Customer Search

Useful For:

Customers who utilize the customer search capabilities in the Customers and Work Orders windows.

Summary:

The customer search function utilized in the Customer Identification pop up window available in the Customers window and Work Orders windows has been modified to ensure all relevant search results are returned regardless of customers' locations or contacts.

Previous Functionality:

Search did not return customers matching search criteria if there were no locations, locations had no contacts, or if locations did not have a primary contact.

What Changed:

Search now returns all customers matching search criteria regardless of locations or contacts.

Workbench

Improved Performance for Payroll Labor, Overhead & Actual Burden Report

Useful For:

Customers who use the Payroll Labor, Overhead & Actual Burden report.

Summary:

The Workbench report Payroll Labor, Overhead & Actual Burden available on the Payroll Reporting panel has been optimized to improve performance.

Fix Linking to Work Orders Window from Workbench

Useful For:

Quick and convenient navigation from Workbench reports to Work Orders window in PENTA.

Summary:

The following Workbench reports with links to open the selected work order now open and allow all normal navigation within the Work Orders window.

• SM: Unassigned Work Orders

• SM > Service Management Reporting Center > Work Order Summary Report

Infrastructure

Update to .NET and Angular Versions

Useful For:

All Penta customers.

Summary:

As part of Penta’s commitment to the long-term support of our products, we’ve invested in underlying framework upgrades to products and modules built using .NET Core and Angular. These modules' underlying code bases will continue to get support, security patches and performance improvements.

What Changed:

Penta Web Dispatch Board and Customer Console received Angular version updates.

Penta Data Services, Platform Services, and Document Management were updated to a newer .NET version.

There were no functionality changes within the modules that received updates.

Infrastructure Requirements for PENTA 27.1

Useful For:

Customers who provide and maintain their own PENTA infrastructure.

Summary:

Review the full list of requirements in the Knowledge Base: https://pentatech.atlassian.net/wiki/spaces/KCSLIVE/pages/1301807183