Workbench Release Notes:

Beta Release 4.5.26.1

Scheduled Release - 4 April 2022

New Features

Upvise

• Redesign to support Workbench Subjobs structure:
  To improve usability of the Daily Diary data entry a new field called Project Subjob has been added to most of the Daily Diary subforms (except Stock issues and Purchase Orders - this will be done at a later stage).

  • Jobs and Subjobs structure in Workbench can now be replicated in Upvise.

  • New Setting must be enabled: “Upvise Sync Sub Jobs”

  • A Manual synch sync of data must be done from Upvise Integration screen:

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    . Jobs in Workbench must be flagged correctly for “Requires Scheduling” on all the level 1 jobs.

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  • New Daily Diary Form templates to be installed.

  • Not compatible with original Daily Diary Forms.

Contact your Consultant or our almighty Support Team to update the Daily Diary Form and subforms, so you can start using subjobs in Upvisestart using this new feature.

Feature Revisions

Jobs

Production Measures:
A rare error when clicking on Adjust Forecast button is now fixed.

Purchasing

AP Vouchers:

• Improved visibility for vouchers with Saved status:

  • The Saved status behavior omitted the Assigned’s name when the voucher was passed back to the
    original person, so this is changed to retain the Assigned name on Voucher List.

  • The ‘Saved’ voucher now also display in the Assigned’s My Approvals for ‘Edit & Submit’.

• On Voucher Lines tab the Activity was retained after changing the Job
  The Activity is now cleared when the Job is changed to avoid invalid Job/Act combination.

• Purchasing Units for Stock:
  When purchasing using Catalogue lines with a Stock Multiplier, the quantities on an AP Voucher will be reflected in the Stock Item’s Unit (and not in the Purchasing Unit).

Subcontracts

Retention Release Batches:
Some Subcontract Retention Releases were being batched in an AP Credit batch, when it should have been a Subcontract Claim batch. This has been rectified.

Billing

Job Invoices - Workflow on GST Only Invoices:
Workflow approvals will now use the GST value on an Invoice to decide who can Review/Approve, for those cases where GST Exclusive value= $0.
On the other hand, if the Invoice is GST Exclusive = $0 and GST = $0, an error will be displayed on submit.

Quotes

Further enhancements based on customers:

• Redesign Cost sheets At Revenue and Cost Element style:
  The Cost lines from a Revenue Line are now displayed in a pop up screen, by clicking on the Calculator icon. One Revenue line’s Cost lines are visible at any giving time.
  

  

• When copying an existing Cost sheet into a Quote, the Markup % value is now copied across to the new Cost sheet on the Revenue line.

• Markup % total value calculation on the Cost sheet screen has been amended.

• When creating a Job from a Quote, Job Work Centres’ Balance of Budget is now controlled by the existing control parameter ‘Balance Of Budgets’.

• Repricing function has been amended to reprice all item types.

• During the initial creation of a Cost sheet the columns area, weight, and volume were missing, this has now been rectified.

Datasheets

Template import:
Datasheets template import has been changed to create one datasheet question per datasheet template line.

Service Desk

Further enhancements based on customers feedback:

• Logs list: New options to Export to Excel and to create a tile.

• Drag and Drop of file attachments is now working with O365 And file Group on attachments is now saving as expected.

• Address picker now shows additional address options: Job’s addresses and Client’s addresses.

• Log By field is now populated with user’s name.

• GeneralAlt tab: fields User Status, Log creation date and Log By fields has been added.

• Standard Output tab, the creation date is date only now (no time component).

• Workflow approval of POs created from a log is now working as expected.

Reporting

The following Timesheet and Expense Claim reports have been updated to display either a ticked or unticked checkbox to reflect the value on the screen - previously the expression wasn't displaying the correct value

wbExpenseClaim001.rdl
wbTimesheet002.rdl
wbTimesheet001.rdl
wbTimesheet004.rdl
wbTimesheet005.rdl
wbTimesheet006.rdl

...

Integration

Upvise

• Redesign to support Workbench Subjobs structure:
  To improve usability of the Daily Diary data entry a new field called Project Subjob has been added to most of the Daily Diary subforms (except Stock issues and Purchase Orders - this will be done at a later stage). Jobs and Subjobs structure in Workbench can now be replicated in Upvise.
  
  Contact your Consultant or our almighty Support Team to update the Daily Diary Form and subforms, so you can start using subjobs in Upvise.
  

  

• Upvise Job priority:
  Custom field “Job Priority” in Upvise will be synched to the Log as Log priority in Workbench only when the priority selected in Upvise also exists in Workbench.

Business Central

• AP Invoice Withhold payment Function:
  AP Vouchers and AP Invoices can now be flagged as On Hold in Workbench and exported to Business Central where this flag is visible as well. On a Workbench AP Invoice this field will only be visible if the Supplier’s Financial Company integration is with Business Central.
  Note:

  • Paying the invoice – the “On Hold” field will only serve as a tag on which invoices should be withheld. In Business Central, these will still be included in the list of payable invoices. It will be up to the user to filter these invoices out for payment.

  • Custom extension version 1.18.2.106 must  be installed in client’s Business Central instance to support this function.

• GST Code integration:
  Companies import to Workbench - When the custom extension is installed in Business Central, if ABN number is blank Workbench will import taxRegistrationNumber instead.