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Workbench Release Notes

Note:

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This version will not be released to any instances hosted in AWS. Next upgrade will be done on the new year.

Beta Release 4.5.44.1

Version available from 12 December 2022

New Feature

Upvise

  • Equipment Service History:
    Introduced an Equipment "Service History" utility available on each equipment item. Workbench's standard Servicing Forms are compatible with this feature. This will allow users to extract a "Service History" summary report via PDF for each equipment item. Please engage your consultant or support to arrange for this enhancement to be deployed.

Feature Revisions

Jobs

  • Job Transactions report:
    added Batch Number to wbJobTransaction001 report

  • Job Budget performance:
    Re-engineered Job Budget Detail screen to improve performance when loading a budget with large number of rows.

  • Job Budget markup rounding:
    When applying a markup % on a budget line, the FC Revenue is now calculated in a way that avoids rounding issues: Total Cost + markup,
    rather than Qty * (Cost Rate + markup)

  • Job Import - new columns:
    Additional columns have been added to our current Job import:

    • Job Group (Category and Code)

    • Client Reference

    • Asset Reference

Dockets & Daysheets

Purchasing

Stock

  • Stock reports:
    Changed the The Stock Item criteria on Stock reports has chnaged from text to picker.

  • Repricing of Non- Stock issues on Stock ReportsStock legacy mode:
    When using the Stock module in a legacy mode (Control parameter 'Stock Module Process' = Legacy), the repricing logic has been changed to always use the Cost in the location if it exists, otherwise use the item default rate. This re-pricing is always performed ahen saving a Stock Issue sbatch.

Subcontracts

Plant

Timesheets

Service Desk


Month End

Integrations

Upvise

  • Punch item Display:
    Introduced an enhancement in our custom punch item display setting to include Custom Columns displayed control for the equipment module in Upvise Equipment display Options.

  • Workbench Log Number in Upvise:
    "Get Log number" function has been made available where a user can use the button in a new Job in Upvise, to obtain the Workbench service log number immediately in the web when scheduling a new Job. The "get Log" function has been optimized to be compatible with Project Jobs, Site Jobs and Equipment Jobs.