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Workbench Release Notes:
General Release 4.5.20.7
Scheduled Release - 16 January 2022
Integration
MYOB Account Right
Subcontractor flag in Workbench was being cleared when doing a Company import from MYOB to Workbench. This has been rectified.
Upvise
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IN PROGRESS
Workbench Release Notes:
Beta Release 4.5.
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21.1
Scheduled Release -
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24 January 2022
New Features
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Quotes
New Calculation column on Cost Sheet lines:
This new column can be used to enter a calculation, which the system will use to populate the Quantity field. When an math expression is added to this field, the Quantity field becomes read-only, for data integrity purposes. Commonly used for surface calculations.
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Feature Revisions
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Jobs
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Resource Forecast:
When creating subsequent Resource Forecasts after the one for the initial period, there were duplicate lines causing the quantities entered to change after saving. This has been rectified and data will be automatically fixed where necessary.
Debt Management:
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A default Note type has been created in order to use Debt Management without any pre-configuration required. Any additional custom note types can be created from ToDo Note Types.
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Timesheets
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Purchasing
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AP Voucher List:
PO Number filter now works when searching for a PO on vouchers with multiple POs.
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AP Voucher line total and voucher total not matching on an approved Voucher:
Two particular scenarios were identified where after the Voucher has been assigned for approval, and the Approve button is showing, the voucher could be approved after adding a Stock issue or a Docket line that made the lines total and voucher total be different, but still approval was allowed.
This has been rectified, and the validation is successfully executed on approval, even after adding a Stock Issue or Docket line when the voucher is waiting to be approved.
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Cancelling an AP Voucher with docket lines:
When cancelling an AP voucher with associated docket lines, the user now will see a warning message advising to first remove these docket lines before the AP voucher can be cancelled.
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Service Desk
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Service Logs enhancements:
Log List default filters have been removed.
Materials tab and External Plant Tab have been removed. Instead, we have added Dockets tab, where materials and external plant can be entered using a Docket Schedule on the job.
Logs on Job Enquiry:
A new tab Logs has been added to Job Enquiry. This tab only appears if there are existing Logs on the Job. Columns can be managed from Grid Management.
Logs option has been removed from the Job ellipsis menu.
Logs on AP Vouchers:
On AP Vouchers, when searching for a log, now Job Code can be used as a filter. And also on the Log search popup screen Job Code and Job Description have been added for clarity.
Once a log has been selected on a voucher, the Job Code is populated on any voucher lines with the job from the log.
Upvise Jobs - Workbench Service Logs synchronization:
when using Upvise Jobs, which are the equivalent to Workbench Logs, and the logs are synced to Workbench the Notes on the Upvise Job will be imported into the Workbench Log’s Notes tab.
all Upvise Forms attached to the Upvise Job will come through as pdf Attachments to the Service Log in Workbench.
Any attachments on an Upvise Log or attachments on a Form for the Upvise Log, will be synced to the Workbench Log.
Statuses: Workbench Logs and Upvise Jobs statuses don’t match exactly. In Logs List you can filter using Workbench Workflow Status. There is the option of using Language Translation feature in Workbench, if you want to display the Upvise status eequivalent. Status mapping bellow:
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Upvise
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Workbench Workflow Status (without translations)
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Unassigned / Open / Owner blank
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Allocated
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Assigned / Open / Owner set
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Allocated; Allocated To
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In Progress Check In / Checked In / Owner set
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In Progress
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Paused / Paused / Owner set
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Paused
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Completed / Completed / Owner set
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Completed
Service Logs billing enhancements:
Expose the Log No on the Details section of the Job Invoice screen.
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Log completion details default to the invoice header details.
Allow a log to be billed more than once.
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after a log has been billed the first time, the Invoice button remains enabled.
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only unbilled transactions are available for billing on subsequent invoices.
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Month End
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Export Control:
Improved exception handling when exporting batches and an error is thrown by the ERP system. The batch will not stay in 'In Progress' status and it will display the exception error message back to the user.
Inter-Company Credits: Apply No on Inter-company AP / AR Credits is not populated any more, in order for these Credits to be successfully exported.
Utilities:
New utility to change a Batch date and/or Period - wbUtilityChangeBatchDate
This utility changes the date of an unexported batch if the period is open. It also changes the periods of related transactions.
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Administration
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Integration
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Business Central
AP/AR Invoice Batch Export Error:
When exporting an Invoice, and the invoice is successfully posted into Business Central but there is an exception error thrown by Business Central, the error message is logged in Workbench, and the invoice stays in BC. Workbench was previously trying to delete it but BC does not allow to do so.
MYOB Advanced
Clients import to Workbench: Clients (companies) imported into Workbench were only imported into the first finco defined in the Financial Company attribute in MYOB. Those clients with multiple fincos on this attribute, will now be imported into each finco on that list.
SAP B1
Payment Terms on Companies import: When importing a supplier from Business Central to Workbench, with payment terms ‘End of Next Month', Payment Terms Type in Workbench will be set to 'Last day of the following month’.
Import Payments from previous SAP integration:
Invoices that were exported using the previous SAP integration, can now have their payments imported into Workbench using the new SAP B1 integration (API).
Upvise
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