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Workbench Release Notes

General Release 4.5.35.2

Scheduled Release - 15 August 2022

IN PROGRESS

Beta Release 4.5.

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36.1

Scheduled Release - 08 22 August 2022

Feature Revisions

Purchasing

Purchase Orders:

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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.

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Subcontracts

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Expense Claims

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

Billing

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Datasheets

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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

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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 Workflow 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:

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Companies

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People

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Plant Items/groups/locations

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Upvise

  • Upvise Docket entry when the PO number is unknown:
    Dockets recorded in Upvise will now automatically link to the oldest open Docket PO with lines that match the Upvise Docket, and reduce the quantity of that docket PO without the need to populate the PO number in the docket in Upvise.