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Workbench Release Notes

IN PROGRESS

Beta Release 4.6.8.1

Scheduled Release - 22 May 2023

New Features

Plant

Feature Revisions

Jobs

  • Job Enquiry - Additional filters in the Orders tab:
    Userc Users can no now search for a specific Purchase Order on the Orders tab using PO picker or the new filter Item Description to search for a specific PO line.

  • Job template - Site address:
    Deriving the Site address on a subjob template was not working as expected when using the new Address structure as determined by the control parameter “BETA FEATURE - Structured Addresses”. This has been rectified.

Dockets & Daysheets

  • Daysheets:

Purchasing

  • AP Vouchers:

    • Allow Reassign action to other steps on a Workflow approval:
      The Reassign function previously only supported reassignment on either a Workflow Function or Named context. It has been enhanced to support reassign across both Reassign for Workflow schemas defined using both WF Functions and Named.

Stock

  • Negative Stock in Daysheets and Service Log:
    The "Allow Negative Qty Stock" CP determines whether stock on hand can go negative when entering stock issues. This validation has now been added when entering STock issues from a Service Log or a Datasheet.

Subcontracts

Plant

  • Plant Meter Reading automatically clocking:
    An issue where the plant meter was automatically clocking after entering a reading with the same value as the previous one was rectified.

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Expense Claims

  • New Claim Type - Credit Card expense:

    Image Added


    Users can now capture expenses incurred using their Company’s Credit Card. These expenses will be non-reimbursable, and require a new Supplier company to be set up with the right AP Accounts linked to the Credit Card in the Financial System.

    How to configure it:
    1- Users will now have two Expense Claim companies linked to their profile (Employee Details tab). One for Reimbursable Expense Claims and another one for Credit Card type of Claims.

    Image Added


Datasheets

  • Scheduling Plant Item’s datasheets:
    When using the Datasheet Scheduler to generate datasheets for Plant Items, the created datasheets were not linked to the Plant Item. This has been rectified.


System Setup

  • Reporting:

Administration

  • General Config - Email Templates:
    The email template for Workflow - PR Reminder has been enhanced with new tokens:

General

  • Work Centre picker suggestion not filtered:
    A recent change to trigger the Work Centre suggestions immediately had a side effect on the picker filtering and when the user uses the tab key to navigate through the different columns, and that has been rectified.

Integrations

MYOB Advanced

  • Description chnage change on Bills:
    Description The description on all AP Invoices (Bills) and AP Credits (Debit Adj.) exported to MYOB Advanced has chaned changed from: [Company Name] - Batch: [BatchNo] - [Invoice Details/Comments]
    to: Web WB - Batch: [BatchNo] - [Invoice Details/Comments]

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