Workbench Release Notes:
General Release 4.5.17.3
Scheduled Release - 15 November 2021
HotFix Release 4.5.17.2
Scheduled Release - 08 November 2021
Addresses an error when saving new Job Budgets. This was caused after a change was made on this version to recognize the Budget Input Type from the Input Type on Cost sheets, on those cases where the Quote Cost sheet was turned into a Job Budget.Workbench Release Notes:
Beta Release 4.5.
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18.1
Scheduled Release - 08 22 November 2021
Feature Revisions
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Licences:
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General:
Attachments: Drag & Drop feature to attach files on approved POs was not working and it has now been rectified.
Jobs
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CP Value for Job Margin Display
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Label
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Calculation
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Sell
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Margin %
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Margin/Revenue*100
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Cost
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Margin/Cost*100
Resource Forecasting: Job Work Centre descriptions are now displayed in the Forecast Plant and Forecast Labour Work Centre filters. It was previously displaying standard Work Centre descriptions.
Daysheets
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Where they exist, Job Work Centres are now displayed for selection.
The default Work Centre presented on plant issues entry is now validated against Job Work Centres for the Job.
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Timesheets’ Plant issues: The Year/Period on plant issue transactions added from a Daysheet Timesheet line, is now defined by the transaction date (daysheet date), and not by the Timesheet Week Ending date.
Subcontracts:
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Work Orders: 4 decimal places on Quantity and Rates are now allowed Work Order lines.
Stock:
New report: Stock Reconciliation Report - Reconciliation type report showing stock posting to financials for the specified FinCo and Year/Period. It is recommended to run it after the Stock Period Close Out process has been run and compare to the Stock Valuation Report to make sure they balance.
Billing:
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A data update script will populate this column where is populated on the schedule but not the claim line for backwards compatibility.
The following existing reports will display the recorded status on the Claim lines:
“Contract Claim Schedule by Line Status” (wbContractClaim012)
“Detailed Payment Claim Certificate by Line Status” (wbContractClaim015)
“Payment Claim Certificate / Invoice by Line Status“ (wbContractClaim016)
Unexport utility and workflow status: After running the unexport AR invoices utility (wbUnexportAPARInvoice) the workflow status is now reset ready to be submitted again (it was previously changed to Approved), and the Invoice status is still being changed to ENTERED (this behavior has not changed).
Quotes
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Further enhancements:
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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.
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Time Codes on Cost Sheets: 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:
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On Cost sheets Item lines, purchase activities are now available for selection (in addition to stock activities).
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Line code selection pop up: for the Description filter the default operator is now 'Like'
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Service Desk:
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Integration
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Upvise:
Time Codes in Timesheet entries: When syncing timesheet lines from Upvise to Workbench, a Time Code is populated if it is not provided by Upvise, where the CP ‘Default Time Time Code’ is populated and is valid for the timesheet line.
Uses same logic as Workbench time entry for valid timesheet lines
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Checks if activity uses time codes.
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Checks if the time code has any generic line or line for the activity/employee class.
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Will prioritize the time code selected on form if that is provided.
A warning will show in sync logs if the time code is invalid and will import the timesheet line with no Time Code.
MYOB Advanced:
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In some cases AP Credit’s attachments were not being exported to MYOB. This has now been corrected.
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