Beta Release 4.4.37.x

Release - 23 Nov 2020

• Δ Reminder SendGrid Authentication Upgrade - If using our default MailSettings, note that Twilio SendGrid has updated their authentication method, and this must be upgraded by December 9th, 2020 in order to ensure uninterrupted service.
  All AWS Workbench installations will be upgraded as part of our hosting service, However, dealer and on-premise based installations will be the responsibility of the respective party.
  Refer detail in Release Note 4.4.36.
  

New Features

Purchase Orders Dockets & Upvise

The enhances the formality of using POs with Dockets as introduced in version 4.4.28 with support extended to Upvise Dockets.

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A. A field is added to the Upvise Docket form to enter an optional PO Number.

B. The PO Number and Product (Docket Cost Schedule Description) are used to auto resolve the docket link to a PO Line in the Upvise synchronisation process. Should any line fail to be resolved, a sync log warning like 'No Purchase Order Line could be found for PO 800 and Catalogue Line 1233' is recorded.

C. The Dockets with failed PO Lines can be displayed on the Docket List using the filter ‘Unmatched PO Dockets = yes’.

D. Selecting the Docket to display and open the Lines tab that highlights the unmatched lines in RED.

E. The PO Line can then be manually resolved by selecting the required line with the PO Line picker and saving.

Feature Revisions

Timesheets

• General - The function to Copy a Timesheet has been updated to rectify an issue with periods when copying timesheet lines into a timesheet that straddles a period end.

Purchasing

• Job Procurement List - Several enhancements have been made to improve the usability.

...

A. When copying a procurement list, the Job column is now populated with the job on the header where it used to be unspecified.

B. The column order has been amended to lead with Catalogue Line instead of supplier as it is more natural. The supplier will auto populate based on the supplier of the selected catalogue line.

C. When amending the supplier, this will be limited to those including the current item in their catalogue, and will auto populate cost and other fields from the selected supplier. If the item is from the System Catalogue (ie. unmanaged), then any supplier can be selected.

D. A default ‘This’ tickbox has been added which auto populates This for the line based on the Remaining. The default all ‘This’ tickbox will do the same for all lines.

Jobs

• Job Maintenance - An asset can now be link to the job from the 'References and Dates' tab.

Billing

• Get Sales, Input/Output, Output Claim - The setting 'Output Quantity Decimal Places' has been applied to the precision of the output or claim quantity value on the respective Get Sales screens.

Administration

• Utilities - wbUnexportAPARInvoice - This works on subcontract claims, however, it was not defaulting the subcontract claims back to the default batch. This is changed for subcontractor claims.

• Utilities - wbUtilityGenerateBulkForecastLines - Rectified for an error that was reported when the Job Manager was not specified.