Workbench Release Notes

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Beta Release 4.6.8.1

Scheduled Release - 22 May 2023

Announcement:

All users with a System Administrator licence will see a popup message reminding them to populate the Commercial and Admin Contacts. This popup will apear until the contacts have been poopulated

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New Features

Expense Claims

• New Claim Type - Credit Card expense:
  

  

  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.
  For now, this only works on Standard Approvals of Expense Claims. Further work is being done for Workflow approvals.

  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.
  

  

  2- The option on the Expense Claim Type will depend on the companies set on the user. The drop-down may display none, one or both, depending on the corresponding expense company set on the user.
  3- In Upvise, we now support both types of expenses as well: employee expense and Credit card expense types. To enable this both payment modes must be set up:

  • Employee Reimbursement

  • Credit Cards

    An Expense Claim from Upvise may include two different Payment methods, and when exported to Workbench these will be split into one expense Claim per Payment Method.
    

    

Feature Revisions

Jobs

• Job Enquiry - Additional filters in the Orders tab:
  Users can 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.

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 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

• Work Order List - status:
  The status of the Work Order on the Work Order list did not reflect the correct status when the approval process was Standard. This has been rectified.

• A new default filter for the Work Order list has been added:
  Completed = No, to display only WOs that are still opened and being worked on.

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.

• Plant extension Column Views:
  To make it easier for users to create a new Plant Extension Columns Views, we have now added a picker for some of the criteria options, so the user does not need to know IDs for these criteria and simply chooses the right option from the picker. The example below shows a View using Plant Group, where the Plant group Dozers can be selected using the picker.
  Pickers added:

  • Plant Group Picker

  • Plant Class Picker

  • Owner Type

  • Carrying Units

  • Plant Pricing Group
    

    

Quotes

• Sorting was not working properly on At Cost Element cost sheet formats. This has been rectified.

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.

Service Desk

• Plant Log - populate Client when a Plant Job is selected as the Log Job:
  When a new Service Log is created and the Job selected is a Plant Item, the Client is now populated with the Client on the plant item.

• Service agreement being removed from logs:
  The service Agreement field was hidden from the screen when changing the Log status, but this is not correct and it has been amended.

• When Saving a finalised log the status was reverted to Completed. This has been rectified.

• Log No now included as Reference in Get Sales:
  The Log No is now included in the Reference field on Job Invoice Get Sales screen following this logic:

  • if we are billing the job we show the log no and the first 20 characters of the log description.

  • if we are billing the specific log the Log Reference is not displayed, as it is assumed the transactions are from this log only.

Administration

• Control parameters:
  The description on Control Parameter Auto Receipt With ApInvoice has been updated to make it clear that this CP is only valid for legacy Stock mode.

• 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, that has been rectified.

Integrations

MYOB Advanced

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

SAP B1

• Enhanced AP invoice batch process:
  The export process has been improved to handle the re-exporting of a batch that errored due to an invalid supplier in one of the AP Invoices, so it doesn’t error again after removing the invalid invoice from the batch.

Upvise

• Workbench Site Contact Integration Update:
  To ensure better data alignment, a recent update has been made to the Workbench Site Contact integration. This update enables the automatic synchronization and replacement of the Client contact field on the Upvise Project to accurately reflect the one-to-one relationship with the Workbench Site contact. To improve data consistency, instead of concatenating multiple contacts, the update focuses on finding and replacing the contact if any changes are made in WB. This approach ensures that the data remains more aligned and up-to-date.

• Assets - Columns Displayed:

  A new control called "Columns Displayed" has been added to the Upvise Assets Module. It allows you to choose which columns to show in the Asset list. To access this feature, go to Assets, select Options, then go to Display and choose Custom Columns.

• Notification issues fixed:
  Upvise has successfully implemented a bug fix to address an issue that was previously hindering the delivery of notifications for submitted forms. Effective from 20/05/2023, notifications are now being sent in accordance with client's Upvise system settings.