Beta Release 4.5.12.1
Scheduled Release - 30 August 2021
New Features
Resource Based Forecasting - BETA
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The new functionality allows you to gauge your anticipated job costs for labour and plant by forecasting the requirements both for internal and external resourcing. The feature is now available for early adopters to trial. Consult the attached slides for the recommended changes to implement so as to
cause minimal disruption to your existing use of Workbench.
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Email Template Editor - Token support
The Email Template editor has been enhanced to improve token usability.
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Previously when updating an email template the user would have to obtain the list of valid token that could be referenced for the template being configured.
The Stamp button now displays a list of valid token available for the template.
Selecting the required token will insert it into the email template editor.
Feature Revisions
Job
Job Enquiry, Orders tab - The list filters are enhanced with 'Required Date' as applied to the PO line, and if not specified on the line then applied to the header.
Dockets and Daysheets
Daysheet, Timesheets tab -
The Work Centre default now implements the Activity Group’s Default WC Basis for the plant line.
The primary key error when creating multiple entries for the same person for the same day is rectified.
Purchasing
Purchase Order List - The list filters are enhanced with 'Required Date' that is applied to the PO header.
Voucher - The Voucher column on the PO Lines tab has been enhanced to include visibility of MDE originated vouchers still in progress to facilitate visibility for client in their transitional stage.
AP Invoice - The Docket Reconciliation popup now has a Schedule Type filter to filter for Docket Schedules or Contractor Schedules as required.
Subcontracts
Work Order - The outstanding values are now zeroed when a work order is cancelled to ensure it is not reflected as a commitment in the Job Enquiry or Forecasting.
Leave Management
Leave Approval - The leave approval process has been integrated into the My Approvals List so that the leave reviewer and approver will now see leave within this consolidated list of items to process rather than having to access the leave approval screen directly. This also mean any leave items in the My Approval List will be included into the Daily Reminder email if enabled.
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Billing
Job Sales Invoice - A new setting ‘BCC AR Invoice Email’ is available at person level and listed emails will be BCC’ed on all AR Invoices sent. Note, this is functionally different to the setting 'BCC Email Sender'.
Quotes
Quote List - The Quote filter is enhanced to support filtering by Quote number and version, for example 1234-5.
Quote -
Copy Cost Sheet - The copy feature has been redesigned to allow selecting one or more cost sheet of the selected quote to copy from.
Job Wizard - When creating a Job from a Quote, the Job Wizard is now pre-populated with the following fields from the quote - Client, Description / Job Name, Activity Group, Profit Centre, Quoted Selling / Job Value, Price Code, and Order Number.
Cost Sheet - A unused new line inadvertently created, usually by tabbing the last column, will now auto delete like the timesheet behaviour, rather that raising an error due to unfulfilled validations.
Revenue Cost Element - The usability is improved on this input format cost sheets regarding the work centre default on cost lines, and the application of Markup% on revenue lines.
Datasheets
Template Type - The Log Types tab now allows associating additional Log Types to the Template Type on the grid.
Service Desk
Service Logs Mobile - A new field ‘Complete Target Date’ is now available on the list screen, and this is also available as a filter range. Note, this field support MDE compatibility and cannot be set from the web screens.
Administration
Site Map - The sitemap display has been enhanced to reduce the confusion regarding what site-based licenses are in effect i.e. licenses associated with the site instance rather that licenses associated with named users. Now site-based license elements that are not licensed will not display, specifically - EBA Interpreter, MYOB Integration, Xero Integration, and MYOB Advanced Integration.
Integration
MYOB Account Right
Additional caching for Categories, Tax Codes and GL Accounts as applicable for AP and AR invoices are introduced to reduce the number of API calls in order to mitigate the communication errors reported from MYOB Account Right.
Upvise
User - WD-4290 todo
Reporting
New Reports
wbContractClaim015 - Detailed Payment Claim Certificate by Line Status - Payment Claim Certificate, grouping variation claim lines by line status.
wbContractClaim016 - Payment Claim Certificate / Invoice by Line Status - Contract Claim Invoice, grouping variation claim lines by line status
wbQuote005 - Quotation MDE Compatible - This MDE Quote compatible format is provided for client in transition, and as such is not auto added to ReportGroups in deployment, as such the client will have to manually add the report into any ReportGroups if needed.