Workbench Release NotesIN PROGRESS

Beta Release 4.5.35.1

Scheduled Release - 08 August 2022

Feature Revisions

Purchasing

Purchase Orders:

• Line Code mandatory on Docket PO lines:
  A new validation has been introduced on POs for Docket POs lines where the Line Code (Docket Schedule Code) is now mandatory and cannot be empty.

Inwards Goods:

• POs with a large number of lines can be now handled with no errors.

Catalogues:

• Catalogue line filters:
  Filters have been added to the Catalogue screen to allow users to search for specific lines that need to be updated/checked. This is particularly beneficial for large supplier catalogues.

Subcontracts

• Subcontract claims with more than one page:
  Large subcontract claims with many lines that have more than one page could not be navigated properly. This has been rectified and any pages after the first page can be accessed.

Expense Claims

• When using the new Workflow approval, the Workflow history button is now available on the Expense Administrator screen.

Billing

• Job Sales Invoices filters:
  “is one of” operator is now available when filtering for Job Profit Centres.

Datasheets

• Note field type is now multiline and expandable which makes data entry much easier.

Integration

Business Central

• Partial receipts can now be imported to Workbench.

• Document Number in AR invoices:
  New setting 'Change AR Posted Doc No' has been added on the Business Central Integration screen in Workbench to indicate that Workbench AR Invoice number will be used as Business Central Document Number when exporting an AR invoice to BC (AR Invoice and Credits).

• AP Payment imports:
  Payments in Business Central processed via Payment Journals will now be imported.

Upvise

• Upvise Jobs/ Workbench Service Logs Cancelled status:
  A new Job status called 'Cancelled' has been introduced in Upvise. Managers or administrators in Upvise can only cancel a Job. A Cancelled status in Upvise maps to a Cancelled status in a Service Log in Workbench, which behaves similar to a Completed status: non-editable with Reopen button.

• Data sync by Finco:
  A new setting called 'Upvise Additional Fin Co Export Filtering' can now be enabled globally to limit data export to Upvise to only include data linked to the Finco indicated in the Integration screen:

  • Companies

  • People

  • Plant Items/groups/locations

  • Stock Locations (via Jobs

• Support for Upvise Sub Jobs (Workbench Logs):
  Upvise allows a Job to have subjobs, however, Workbench Logs does not allow sub-logs. To handle this integration any transactions on an Upvise Job and subjob will be linked to the one Workbench Log.
  Workbench Log Completion details will be updated with the latest completed sub-job, appending to any existing notes.
  Sub Jobs attachments will be imported into the Log. Workbench Log number will be populated on Upvise Job and subjobs.”