Workbench Release Notes: IN PROGRESS

Beta Release 4.5.31.1

Scheduled Release - 13 June 2022

New Features

Jobs

Price Code import:
New functionality has been added to support the import and update of Price Code lines. A new import button has been added on Price Codes. Each tab (Plant, Labour and Material) have its own import.

The import will update existing lines and add new ones, making it easier to maintain large and complex Price Codes.

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Sharperlight

Views

• vwAPInvoiceValues - values for an invoice including GST Excl amount, GST Amount in LC and FC, as well as total Payments in FC and LC and last payment details.

• vwJobFinancialData - brings together all the financial data about a job into a single dataset.

• vwJobFinancialSummary - summarises by Job and Year/Period

Datamodel

• v2.4.1.2 - vwJobFinancialData and vwJobFinancialSummary enhancements, added profit centre filtering to these views, added vwAPInvoiceValues.

• v2.4.1.1 - Fixed InvoicePeriod on JobTransactions

• v2.4.1.0 - Added Payments table linked to APInvoices

• v2.4.0.9 - Added tables/views: GLBalances table, vwJobFinancialData view, vwJobFinancialSummary view, added new columns in various tables.

Feature Revisions

Jobs

• Account Manager’s Job Permissions:
  A user without "View Other Job Managers Jobs" permission in their role, will be able to see the Jobs where she/he is a Job Manager OR Account Manager of. Previously, it could only see those jobs for which she/he was a Job Manager of.

• Contract tabs have been reordered:
  The tabs on a Job Contract have been reordered, having the most frequently used tabs first: Summary, Work Centres, Budget, Forecast, Cashflow, Schedules, Claims, Receipts, Work In Progress, Potential Gains/Loss, Contract, Dates, Bonds, Extension Columns.
  

  

  
  

Dockets and Daysheets

Daysheets:

• Copy Timesheets with Plant issues from an existing Daysheets to anew a new one is now supported.

• Close Closed Jobs:

  • Closed Jobs are not available from the Job selection anymore for Timesheet entries.

  • And are now available for Stock issues.

• With a new unsaved timesheet, when duplicating a Timesheet line it was causing extra lines to be created. This has been rectified.

• Also, Start and End Times were not correct in some cases when copying Timesheet lines from a previous Costsheet that had no Header Job. This has been rectified as well.

Dockets:

• Incorrect rate on Docket reversals:
  Dockets reversals were using the Rate from the Docket Schedule line, which could have changed from when the Docket being reversed was entered. It is now using the rate that was used on the original Docket.

Purchasing

AP Vouchers:
An error message was appearing when a Voucher lines with a quantity > 7 digits was being saved. This has been rectified.

Mobile Purchase Orders:
When using the Standard way of approving Purchase Orders (not Workflow approvals), the Approval button now appears right after saving a PO with a value > $0. Before it was only appearing after refreshing the screen.

Subcontracts

Subcontract Claims:

• Payment Date:
  Payment date is not calculated correctly when the basis of the date calculation is 'Supplier Payment Terms'. This has been rectified.

• When a WO is claimed and then this is reverted back to $0, the system was still validating this line and throwing an invalid error. This has been rectified.

Work Orders:
When attempting to send a Work Order an error "An item with the same key has already been added." was showing up. This has been rectified.

Timesheets

Batch Payroll:

• Option to Summarise Payroll Exports:
  A new setting “Summarise Payroll Export” has been created, which, if true, will export Timesheets for Payroll in a summarised way: EmployeeNo, PayrollCode and TimesheetDate rather than the standard EmployeeNo, PayrollCode, TimesheetDate and TransactionDate.
  

Quotes

• A Job selection on a Cost Sheet was deleted after saving. This has been rectified.

• Sub Jobs can now be created from a Quote:
  Once the Quote has a Job assigned to it, the [New Job] button is still enabled and it will open the Job Creation Wizard with defaults for a Sub Job creation.

• When creating Budgets and Job Work Centres from the quote, JWC descriptions were truncated to 50 digits, it now supports 100 digits.

• Creating Contract Claim Schedules from a Quote was failing. This has now been rectified. The Claim Schedule Code format will be CS + CostSheetID ( eg CS651)

• Budget format:
  Enhancements have been done to keep consistency between Cost sheet formats (At Cost Element, At Activity, Work Centre, At Revenue and Cost Element) and the Budget format when created.
  If at least one Cost Sheet in the quote is ARCE, then the budget will be ARCE.
  If at least one Cost Sheets in the quote is CE (no ARCE), then the budget will be CE.
  If Cost Sheet is a At Activity, Work Centre, then the budget will be WA.

• Cost and Sell rates:
  Were not defaulting when selecting an Activity Code or when selecting a Stock Item. This has been rectified.

• On each Cost Sheet Main tab, the summary grid now includes Units next to each Cost Category and a Quantity column:
  

  

Datasheets

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Month End

Batch Control:
On all of our API integrations with financial systems that support Posting and Invoice Date (Note that this excludes Xero and MYOB ARccountRight, as these systems do not support different dates for Posting Date and Invoice Date):
The Posting Date for AR and AP Invoices, will now be the batch ExportDate, as long as it is in the period of the batch, unless the Setting “Use Invoice Date as Posting Date” is true, in which case the Invoice Date will be used, as long as it is in the period of the batch.

This reverts changes made on version 4.5.19

Processes:

• Generate WIP:
  When calculating the Invoicing for WIP, the process now adds in any Contract Claim Accruals for the period. This is to cater for the scenario where Claim Accruals have already been generated, and uncertified claims have been moved to the next period.

• Generate Claim Accruals:

  • When exporting a batch of Contract Claim Accruals to financials, Analysis1 and Analysis2 fields will be populate. What populates this depends on the integration configuration for each financial system in Workbench.

  • Contract Claim Accruals will now have a Revenue GL code populated (taking into account GL prefixes and suffixes on Profit Centres where they exist), which is sourced from Sales Codes new field 'Accrual GL Account'.

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Integration

MYOB AccountRight

Payment import:
When importing Customer Payments from MYOB AccountRight, the Receipt Number will be truncated to 10 digits to avoid errors on import, as Workbench only supports a maximum of 10 digits.

Business Central

GST rounding issue on AP Invoice export has been rectified.