Workbench Release Notes:
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IMPORTANT! .NET Framework upgrade requiredFor clients hosting their Workbench instance on-premiseOnly those hosted by Workbench under the wbi.cloud domain are immune from the potential impact. Any other site, including those hosted by client themselves or their third party IT provider will need to double check if they actually meet the .NET requirement. .NET Framework 4.8 Runtime is required on the web server where Workbench is hosted. This is from version 4.5.26 |
General Release 4.5.26.2
Scheduled Release - 11 April 2022IN PROGRESS
Workbench Release Notes:
Beta Release 4.5.
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30.1
Scheduled Release - 4 April 30 May 2022
New Features
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Upvise
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Jobs and Subjobs structure in Workbench can now be replicated in Upvise.
New Setting must be enabled: “Upvise Sync Sub Jobs”
A Manual sync of data must be done from Upvise Integration screen. Jobs in Workbench must be flagged correctly for “Requires Scheduling” on all the level 1 jobs.
New Daily Diary Form templates to be installed.
Not compatible with original Daily Diary Forms.
Contact your Consultant or our almighty Support Team to start using this new feature.
Feature Revisions
Jobs
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Purchasing
AP Vouchers:
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The ‘Saved’ voucher now also displays in the Assigned’s My Approvals for ‘Edit & Submit’.
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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/Activity combination.
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Purchasing Units for Stock (beta):
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
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Billing
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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 sheets 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’.
During the initial creation of a Cost sheet the columns area, weight, and volume were missing, this has now been rectified.
Datasheets
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Service Desk
Further enhancements based on customers feedback:
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Address picker now shows additional address options: Job’s addresses and Client’s addresses.
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Log By field is now populated with user’s name.
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GeneralAlt tab: fields User Status, Log Creation Date and Log By fields has been added.
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Standard Output tab, the creation date is date only now (no time component).
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When approving a PO created from a Log, the Approval popup screen was displaying behind the main screen. This has been rectified.
Reporting
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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 symbols.
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Integration
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Upvise
Upvise Job priority:
Custom field “Job Priority” in Upvise will be synced to the Log as Log priority in Workbench only when the priority selected in Upvise also exists in Workbench.
Business Central
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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.
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