IN PROGRESS
Workbench Release Notes:
Beta Release 4.5.30.1
Scheduled Release - 30 May 2022
New Features
Feature Revisions
Jobs
Purchasing
Purchase Orders:
Catalogue items on POs:
When selecting a catalogue item (Line Code) on a Purchase Order Line, the suggestion list will display items from the System Catalogue and from PO’s supplier’s catalogue, that match the texted entered.
Extra catalogue items attributes have been added to the Catalogue Item search pop-up screen to facilitate the identification of the right item to be purchased: Group, Category and Subcategory.
Subcontracts
Billing
Quotes
Further enhancements based on customers:
Datasheets
Service Desk
Further enhancements based on customers feedback:
System Setup
Jobs - Price Codes:
Price Code setup screen new enlarged size now allows users to read the details without having to hover over cells to read descriptions and provides a better user experience. Make sure you enter those selling rates right! An import for Price Codes will be coming soon.
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Administration
Data Transfer
Data Import:
New Data Import: GL balances can now be imported.
The import takes parameters: -Finco
-Year/Period
This data is accessible and can be reported from Sharperlight:FinCoCode
YearNo
PeriodNo
GLCode
Description
Balance
Adjustments import: LogNo can now be specified on the import. This is to link an Adjustment to a Service Logs.
Integration
MYOB Advanced
Journal export posting date on transactions:
For Journal transactions with a date of last day of the month, the posting date was set to the following period, which was incorrect. This has now been reverted.
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if the condition is not met, Posting date is set to the Batch Date.
Upvise
Plant Items option has been added to the manual data sync options.
‘Class’ custom field for plant items in Upvise will now sync with the class code and description, before it was only the class code. i.e. DIGSM → DIGSM : Digger Small
Docket Cost Schedule lines inactive flag is now synced to Upvise.