Workbench Release Notes:

Beta Release 4.5.17.1

Scheduled Release - 08 November 2021

Feature Revisions

Jobs:

• Job Enquiry - Job Summary: Markup % column was not calculating properly and has been rectified. Reminder: this column toggles from Markup % to Margin % based on Control Parameter Job Margin Display

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Daysheets:

• Plant Issues default Work Centre: The default Work Centre presented on plant issues entry is now validated against Job Work Centres valid for the Job.

Purchasing:

Subcontracts:

• Subcontract code display: When opening a Subcontract, regardless of what tab is opened, the Subcontract details at the top now display Subcontractor name. This is in order to provide clarity in a job with multiple subcontractors performing similar functions, without the need to go to the Subcontract tab.
  
  "Subcontract - <Subbie> - <Code> : <Description>"

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• Work Orders: 4 decimal places on Quantity and Rates on are now allowed Work Order lines.

Billing:

• Claim Schedule line status: With Claim schedule billing, a status can be recorded on claim lines, particularly on variations to indicate whether it has been approved or not. Currently this status is recorded on the claim schedule itself.
  
  To capture the approval status on each claimed line at the time of billing, the status can now also be recorded on the claim lines themselves when saving the claim. This allows users to see the exact status of the schedule line when going through the Claims.
  
  When a Claim is created, the claim lines status will be populated with the current Schedule line status.

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“Payment Claim Certificate / Invoice by Line Status“ (wbContractClaim016)

Quotes:

Further enhancements:

• Job Budget created from an approved quote:

  • if the quote input is set to Revenue & Cost Element, the revenue line description in the budget now displays Job Work Centre description.

  • the budget grid is now defined by the Cost Sheet Input type: At Activity, Work Centre, At Cost element, At Revenue & Cost Element.

• Time Codes: The entry of Time Codes has been enabled on labour lines, in both the At Cost Element and Revenue & Cost Element grids.

• Line Code and Activity selection:

  • On Cost sheets Item lines, purchase activities are now available for selection (in addition to stock activities).

  • Line code selection pop up: for the Description filter the default operator is now 'Like'
    

    

  • Display activity type and sub type on Activity popup menu:
    

    

  • Corrected paging on Activity picker popup. Page number is reset to 1 on each page open.

Service Desk:

• Service Logs: All Job Transactions generated from a Log have a link back to this log. In some cases Plant issues did not have a link to the log that originated them, and this has been rectified.

Integration