Workbench Release Notes

Beta Release 4.6.4.1

Scheduled Release - 27 March 2023

New Features

Stock

• Average Period - New Stock Costing Method:
  

  

  • Introduced a 'Period Average' stock costing method that determine the average cost to use for the Item at that Location for the period.

  • This is simpler to validate than the 'Average' stock costing that is dynamically recalculated as each stock receipt is processed which results in a moving average cost during the period.

  • This provides a more stable cost that is simpler to reconcile to all transaction within the period.

  • The Period Average cost for the item at the location is determined at Stock Close Out, and then the value applied to subsequent stock transaction in the following period.

  • For a new item to a location the unit cost rate of the initial PO receipt will be used as the period average for that item.
    
    How to adopt:

  • This should only be done at stock close out to ensure a clear point of transition.

  • Immediately prior to your next Stock Close Out, change the 'Stock Cost method' ctrl param to 'Period Average' and then perform the stock close out.

  • This will ensure that the calculated average of the closing period is correctly established as your Period Average for the new period onwards.

• Costing method label:
  The Cost Rate column in the Stock List now indicates the applied costing method.

...

Feature Revisions

Jobs

• Budget:
  On the Job Budget Entry, in 'Activity, Work Centre' mode, the FC Revenue value was not automatically populated from the  Quantity and FC Sell Rate. This has been rectified.

• Job Contract:

  • A ‘Contract Tabs’ setting is now available to configure the visible tabs on the Contract Enquiry at a global and/or person level.

  • Bulk Forecast Generation:
    The existing utility that creates Contract Forecast in bulk, now also caters for the relatively new Forecasting method 'Forecasting by Cost Category': wbUtilityGenerateBulkForescastLines

Purchasing

• Purchase Requisitions:
  A new Control parameter ‘Make PR requester the PO Entered By person’ has been added. IValid values are Yes/No (default Yes).

  When creating a PO from a PR, if the CP is set to Yes, the system populates the PO EnteredByID from the PR requester, otherwise populates with the user who is converting the PR to a PO.

• AP Vouchers:
  An issued has been rectified where an error occurred when attempting to sort by the Comment column on AP Vouchers List.

• AP Invoices:

  • Default GST Type:
    When the Job uses an Activity Group with only one Activity Code, the system was not setting the default GST Type for that activity on the AP Invoice line. This has been rectified.

Stock

• Stock items - null Sell value error:
  After an enhancement done on 4.6.1, for those Sock Items using a Markup % were displaying an error when saving changes to the Stock Item de to the Sell rate being Null rather than a 0. This has been rectified.

Subcontracts

• Work Orders:
  Work Orders with extension columns was causing an invalid error when trying to save the Work Order. This has been rectified.

Plant

• Filters in a Plant Issues Batch:
  New filters have been added on the Plant Issues screen that help a user find the specific transactions matching the filters criteria. This becomes handy in a batch with large number of Plant issues.
  New filters include: Date, Job, Plant item, Rate Code, Activity, Work Centre
  

  

• Auto Batching Plant Issues from Timesheets:
  A change has been made to the autobatch creation process, so that the batch has the Finco of the Plant items, and not the Finco of the Job to which the plant issue was done.

Timesheets

• Week-Based EBA Profiles with Leave:
  Leave is now considered in the calculation of week based profiles. Those profiles using the 'Wk' Day value.
  

  

Billing

• Job Invoices - ‘Attach Supplier Invoices' option:
  The 'Attach SUpplier Invoices' option on the Perform button of a Job Invoice will now be available regardless of the chargetype of the header Job and it will display an error message if a user tries to use it butthere are no AP Invoice lines included in the Job Invoice.
  
  This is handy for example when a header Job has a Clam Schedule Charge type, for which there will be no AP Invoice lines but with subjobs with Input Based charge type for example, that may have AP Invoice lines included in the Job Invoice.
  

  

Quotes

• At Revenue & Cost Element Cost sheets - Work Centre on BOM lines:
  When inserting BOM Cost lines on a Revenue line, these Cost lines will now have the same Work Centre Code as the Revenue line.

• New option to create one Claim Schedule for all Cost Sheets:
  When creating Claim Schedules from a Quote the default behaviour is to create one SChedule per Cost Sheet.
  In those cases where only one Claim SChedule is needed, there is now the option to manually create an empty Schedule first, and from the Quote select that unapproved Claim Schedule to add all the Cost sheets in one.
  Note: the Cost Sheet lines cannot use same LineCode since they are on the same schedule, and lines with duplicate LineCodes will be skipped.
  

  

  

Administration

• User setup - Profit Centre Group and Report Groups:
  Profit Centre Groups and Report Groups on the Application Access tab of a User setup can now be saved as expected. The workaround of saving it from the Profit Centre Group screen is not needed anymore.

• Application Log screen has been resized for ease of use.

Integrations

MYOB AccountRight

Enhancements:

• AP Invoice File Attachments: There is a new tickbox on the MYOB Integration screen called ‘Include AP Attachments’. If this is ticked, then any images or pdfs attached to an AP invoice in Workbench being exported will be uploaded and attached to the invoice on MYOB. Note MYOB only supports attachements for AP Invoices, not AR.

• Import Inactive Companies and update in Workbench: We will now include inactive contacts when importing/syncing from MYOB, so if a Contact is flagged as inactive in MYOB, it will become inactive in Workbench.

• Update Contact details (email, fax, etc): When importing a contact from MYOB, we now update the Billing Contacts' Business Phone, Email, and Fax fields from the corresponding fields from the Contact in MYOB.

Upvise

• Purchase Orders are now compatible with the following scenarios:

1. Project Purchase Orders

2. Job Purchases (Project Jobs, Equipment Jobs, Site Jobs)

3. Equipment Purchase Orders

...

Cost Activity group validation has been introduced on all purchase order types.

• Employee Training record matrix:
  A change was made to link the form to the employee record where the training record is created from the forms application rather than the contact itself (Contacts application).

• Service Logs - pdf of the Job in Upvise:
  As informed before, Upvise has deprecated the function that generates a PDF of a form upon submission in the files application of Upvise on March 31, 2023.

  
  As a result of the deprecation of this function, Workbench will no longer be able to import the file into Workbench automatically.
  

  This change only impact clients who are dependent on these file attachments existing in workbench for invoicing from service logs.

  To address this change, Workbench has implemented a new button on the service log so that you can easily navigate to the Upvise Job (service log) and access any forms needed for invoicing purposes.

  These form PDF’s can be manually exported and used wherever needed for invoicing purposes.
  

  

  For users accessing file attachments in any other capacity (e.g. daysheets), you can log into Upvise and manually export the form PDF which you can attach to any attachment area in Workbench where needed.