Workbench Release Notes:
IN PROGRESS
Beta Release 4.5.25.1
Scheduled Release - 21 March 2022
Feature Revisions
General
Performance optimisation on the areas below:
Job Enquiry - Details and Transactions tabs.
Vouchers - document image list.
Purchase Order List.
Dockets and Daysheets
Daysheets Timesheets:
A few enhancements and fixes have been done:
Fixed Primary key error message when entering more than one time line for a Person that did not have existing time for the current week.
Removed Time Code validation when the Time Code column is hidden from the grid.
Added steps to run the pricing routing on every line after saving the Daysheet, to ensure all lines have the correct Retail values after changes have been made to the original lines.
Outstanding on Docket POs:
When a docket PO line has been fully “consumed” by Dockets (i.e. the total Quantity on Dockets is greater or equal to the PO Line Order Quantity), the PO Outstanding values will now be set to zero and the PO line will be marked as Completed.Subsequently, the PO line will no longer be available for selection on the Docket entry screen.
Purchasing
AP Vouchers
AP Vouchers list - Is MDE filter:
This is only relevant relevant for clients that have migrated from Workbench desktop version (MDE) to Web Workbench. The AP Vouchers list by default it does not include MDE vouchers. Use the Is MDE = yes filter to see MDE vouchers, until you have completed your migration.Default tab when opening a voucher:
The default tab when opening a voucher is now based on the rules below:If voucher lines exist then open Voucher Lines tab by default
Else open PO Lines tab by default
Workflow schema matching when Voucher lines are docket lines only:
When a Voucher has Docket lines only, the Job Code to be used to match a Workflow schema will not be the Docket Accrual Job. See screenshot as an example.
Subcontracts
Line Completed on Subcontract Claims:
The check box will be automatically ticked when the absolute Certified To Date Value is greated than the absolute Commitment Value. User can untick if desired.Subcontract Claims approval error:
When approving a Subcontract Claim with lines that have not been reviewed (certified = $0 without Comment / Reason) an error will now popup to prevent this from happening.Approvals:
When using Standard approval mode for Subcontract Claims (as opposed to Workflow), the default approver is now controlled by a new Control Parameter ‘Default Assigned Approver’ with [Default | None] as options
1- Default will set the Assigned Approver to the subcontract administrator (if any) else job manager, else no default. The person must be in the approval list, hence have an approval limit and be active.
2- None will leave Assigned Approver as blank.
This applies to the Subcontract Claims and Subcontract Claim Attachments popup.
Timesheets
EBA - Job tags:
Daily allowances from JobTags were only occurring for the first job of the day. This has been rectified and daily allowances are generated for any given job for the day that matches the EBA rule.
Expense Claims
An error when saving attachments on an Expense Claim has been rectified.
Billing
Input billing - new Markup% column:
A new Markup% column has been added to the Get Sales grid for those Input based billing jobs, as a calculation based on the Selling Value vs Cost Value.
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It is hidden by default in grid management.
Service Desk
Resource Scheduling
Report Resource Schedule Gantt (wbresourceschedule001) has been deprecated and will not be installed on new Workbench instances.
Month End
Integration
Business Central - Wiise
New Environment setting: To cater for companies that have multiple Environments (i.e. Production, Test), a new setting has been added to identify the instance Workbench is connected to.
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Batch type with more than 10 characters:
Batches with a batch type name with more than 10 characters (i.e. Stock Value), were erroring when being exported. This has been sorted.