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General Release 4.6.4.2
Scheduled Release - 03 April 2023
Workbench Release Notes
IN PROGRESS
Beta Release 4.6.
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5.1
Scheduled Release - 27 March 10 April 2023
New Features
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Stock
Period Average - New Stock Costing Method:
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Introduced a 'Period Average' stock costing method that determines the average cost to use for the Item at that Location for the period.
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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.
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This provides a more stable cost that is simpler to reconcile to all transactions within the period.
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The Period Average cost for the item at the location is determined at Stock Close Out, and then the value is applied to subsequent stock transactions in the following period.
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This should only be done at stock closeout to ensure a clear point of transition.
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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.
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This will ensure that the calculated average of the closing period is correctly established as your Period Average for the new period onwards.
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Costing method label:
The Cost Rate column in the Stock List now indicates the applied costing method.
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Feature Revisions
Jobs
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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:
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A ‘Contract Tabs’ setting is now available to configure the visible tabs on the Contract Enquiry at a global and/or person level.
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Purchasing
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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.
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AP Vouchers:
An issue has been rectified where an error occurred when attempting to sort by the Comment column on AP Vouchers List.
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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 due to the Sell rate being Null rather than a 0. This has been rectified.
Subcontracts
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Work Orders:
Work Orders with extension columns were 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 filter criteria. This becomes handy in a batch with a large number of Plant issues.
New filters include: Date, Job, Plant item, Rate Code, Activity, Work Centre
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Plant
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Timesheets
Week-Based EBA Profiles with Leave:
Leave is now considered in the calculation of week-based profiles. Those profiles use the 'Wk' Day value.
Billing
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Quotes
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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 should not use the same LineCode if included on the same schedule, and lines with duplicate LineCodes will will have a suffix of “_Copy“ added.
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Administration
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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.
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Integrations
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MYOB AccountRight
Enhancements:
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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.
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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:
Project Purchase Orders
Job Purchases (Project Jobs, Equipment Jobs, Site Jobs)
Equipment Purchase Orders
Where the Purchase order is an equipment purchase (equipment or equipment job), the plant work centres can be utilised for purchasing.
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).
Deprecation of Native Upvise functionality: Generation of Form PDF on submission of the form & saving the Form PDF as a file
Deprecation of Native Upvise functionality: Generation of Form PDF on submission of the form & saving the Form PDF as a file
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.Workbench is dependant on the file existing in upvise to sync from Upvise as an attachment to Service Logs and Daysheets. As a result of the deprecation of this function, Workbench will no longer be able to import the form file into Workbench automatically.
This change only impacts clients who are dependent on these file attachments existing in Workbench.
We acknowledge that the most common user scenario is service log invoicing, where these attachments were being used.
To address assist clients with the Upvise 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 PDFs can be manually exported and used wherever needed for invoicing purposes.
The Workbench Integration has not changed, all other available attachments will continue to sync as expected:
Expense claim attachments
Service log attachments
Docket Attachments
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Upvise
Daily Diary:
A minor bug was fixed in the Daily Diary causing an error when generating project hours on the mobile.