Workbench Release Notes

IN PROGRESS

Beta Release 4.5.36.1

Scheduled Release - 22 August 2022

Feature Revisions

Purchasing

Purchase Orders:

• PO list new column:
  A new column called PO Details has been added to the list of Purchase Orders, to display the Comments field on each PO.
  

  

Subcontracts

Billing

• Job Outputs Schedules:
  The screen where Job Output Schedules are maintained, now supports large schedules with up to 1000 lines.

Service Desk

• Time transactions on Logs:
  Time transactions created on a Service Log were not being priced. (JobTran.JobPricedFlag = 0). This bug was inadvertently introduced in version 4.5.31.

• Log billing improvements:
  

  

An additional list of Job Invoices has been added to the Completion Tab on Service Logs. The existing one displays Job Invoices created from the [Invoice] button within the Log, and this option only includes Costs from the Log being billed.

...

When invoicing from Bulk Invoices Creation, the status of the Log will be changed to Billed, the same way it is done when invoicing from the Log using the [Invoice] button.
Note that the Value on this grid is the total of billed Transactions and JobOutputs for the log on the invoice, not the Job Invoice total which may include other costs).

Month End

• Export Control:

  • Quantities on Derived AR Invoice Lines:
    To avoid rounding issues when exporting AR invoices to Financial systems, where the quantity times the rate does not exactly equal the Line value, Workbench now populates Quantity to 1 on Derived lines when exporting them.

• Utilities:

  • Docket reconciliation:
    The Docket Reconciliation screen now excludes any unapproved docket entries created from Workbench Contractor Daysheets (external Docket entry used by Contractors).
    Job transactions are created for these external entries only when a Supervisor has approved them, hence excluding them from Docket reconciliation, until they have been approved.

Administration

• Data Imports:

  • Company People:
    Mobile phone number and phone number fields have been added to the existing import that creates/updates a Company contact.

  • Job Outouts by Log Number:
    An additional Job Outputs import is now available, where Job Outputs can be imported to specific Service Log Numbers.

Integration

Business Central

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.