General Release 4.5.27.2

Scheduled Release - 26 April 2022

Purchase Order:

• Where PR creates a single PO then PO Entered By is now populated from PR Requested By instead of the current user i.e. PR approver.

AP Voucher & AP Invoice:

• Precision upgraded for voucher approval error. Columns migrated from numeric(15,8) or numeric(15,4) to
  numeric(19,8) which will result in no truncation.

  • VoucherLines - FCGST

  • APInvoices - FCGST, FCGSTTotal, ValueAsRecorded

  • JobTransactions - FCGS

Plant Items:

• The Plant Items list now supports filtering by Driver.

Service Desk & Job Sales Invoice - Input Get Sales from Log:

• When an input based job invoice is created from a Log so that the invoice Log No is populated, then the Get Sales will list only those POs created from the Log that have the same PO Log No populated.
  Conversely, Job Invoices created from Job Invoices list will continue to be Job based and will list all POs associated with the Job.
  

Beta Release 4.5.27.1

Scheduled Release - 18 April 2022

New Features

Purchases

AP Vouchers - My Approvals bulk approvals:
Bulk approval is now available for AP Vouchers awaiting approval where no outstanding warning or error is detected.

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The approver may then tick the items as desired and click [Approve Selected]. A full spectrum validation is then performed for each selected item as it’s approval is actioned. The tickbox will be replaced with a or based on the result of each approval. The user can then open a failed voucher and address any issue as usual.

Feature Revisions

Jobs

Budget Workflow:

• The installation process is amended to only install the ‘Default Budget Approval' workflow schema if none exist for the 'Job Budget’ document type.

Purchases

AP Vouchers:

• PO Lines tab - All quantities now reflect purchasing units where applied since this is the unit would apply across the process.

• Stock Receipted tab - All quantities now reflect purchasing units where applied since this is the unit would apply across the process.

• This Voucher tab - AP vouchers now support a manual Withholding Tax line.

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  • The control parameter ‘Withholding Tax Activity’ defines a comma separated list of valid Withholding Tax activities.

  • On ‘This Voucher’ tab a manual line may be added coded against a defined Withholding Tax activity. There is no configuration of rate or calculation, and all values are user specified.

  • The voucher validation rules are enhanced to accommodate for the Withholding Tax difference between the lines and header totals i.e. the voucher lines in the image will pass validation.

AP Credit Batch:

• Foreign currency rate - Rectified an issue where the latest rate was not initialised into the AP credit document when this is captured directly.

Billing

Revenue Forecast:

• Configuration -

  • Control parameters used are now available i.e. Revenue Forecast Year and Revenue Forecast Closing

  • Grid management supported for read-only columns, re. ‘Revenue Forecast’ grid.

  • Job Template now supports Revenue Forecast checkbox on Details Tab.

• Filters -

  • When Forecast Period is changed, auto change Display From to be the same and refresh the grid.

  • Added filter by Profit Centres.

• Headers - Labels changed

  • Adjustment to Budget Adj

  • To Bill to Budget Rev

  • Spread Variance to Variance

• Editing -

  • Column headers are now retained when copying the whole grid control and pasting on an Excel spreadsheet.

  • Rectified grid control issues related to highlighting and editing cells.

  • Show non-zero To Spread amounts in Red.

Service Desk

Service Logs:

• Order No - An issue sorting the list by this field is rectified.

Service Log:

• GeneralAlt - This tab now includes the Order No field.
  

Integration

Upvise

General:

• Form ID - This field is now trimmed to 20 chars where appropriate to avoid integration errors.

• Job Work centre - Fixed an impact that was causing work centres to default to the system work centre.

Job:

• Upvise Job, Log No - The Log No is now included in an Upvise Job / WB Service Log update in a manually initiated sync or scheduled sync. This ensures the Log No is kept aligned in case of any changes.

Timesheet:

• Upvise native timesheets now use the Workbench Location.Timezone to convert the time. This will only be used if a ‘Timezone’ field is not found on the form data.

Business Central

Customer / Vendor:

• Search Name - When Search Name is specified, the first 10 characters will import to Alpha Code in WB for new companies. For existing companies, alpha codes are not updated, but can be manually updated using Web Workbench.
  This requires custom extension version 1.18.2.107 to be installed in the client’s Business Central instance.

• Blocked - When the Blocked field on customer/vendor page is set to “All“, the sync process sets the company to ‘Inactive’ during import.

  

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