Workbench Release Notes

IN PROGRESS

Beta Release 4.6.9.1

Scheduled Release - 05 June 2023

Feature Revisions

Jobs

• Contracts - Schedule lines from Budgets:
  When adding schedule lines to a Contract Schedule from a At Revenue and Cost Element budget, and the Separate Lines option is selected, the schedule lines were missing the Quantity and Rate from the Revenue budget line. This has been rectified.

Purchasing

• Purchase Requisitions:
  A new filter Include Subjobs has been added to the Purchase Requisition List screen.

  

• AP Vouchers:

  • Handle invalid error caused by Control Parameter Reinstate  PO Commitments From AP Credits:
    When processing a voucher for an AP Credit, with no PO lines linked to it, and the mentioned control parameter was enbaled, an invalid error would appear. This has been rectified.

Subcontracts

• Bonds' attachments:
  Attached file sin Bonds were not being saved properly (missing the link to the actual Bond). This has been rectified.

Timesheets

• Timesheet Approvals:

  • Job Manager approval - leave requests:
    An invalid error was preventing a Job Manager from approving a leave request transaction. This has been rectified.

  • Job Manager approval - Timesheet import:
    A new option to import timesheets has been added to the Job Manager Approval screen.
    

    

Expense Claims

• Expense Administrator and users with only a Credit Card supplier company:
  Employees with only a Credit Card supplier company on their user setup, would not come up in the list of employees that an Administrator could create an expense on behalf of. This has been rectified and any employee having a Credit Card supplier, or a Personal expense claim supplier or both now can be selected as expected.

• Expense Claim - Expense Administrator approval:
  Standard approvals - A user who is an Expense Claim Administrator could not approve the expense claim from the Expense Administrator screen. When the user ticked the Approve flag then clicked Save the Approve tick would revert. This has been rectified.

• Expense Administrator with no Expense Claim company on User setup:
  EC Admin users with no Expense Claim supplier configured on their user setup, could not edit an existing EC and change the date, as the system was looking for an EC supplier on the Admin’s user. The system now checks the EC’s employee setup, and jot the Admin’s.
  

Quotes

• Create one budget per Cost Sheet:
  A new option 'Separate Budgets', can be used on Quotes to create one budget per Cost sheet. It will create each budget input format with same input format as cost sheet.

  

Integrations

Sharperlight Datamodel

• Plant Pricing Groups in Sharperlight:
  A join to Plant Pricing Groups from Plant Attributes has been added to the Sharperlight data model v2.0.8

Upvise

• Training Matrix:
  Training Record Matrix now displays items with no record in GREY instead of blue.

• Plant movements from Upvise to Workbench:
  Text "Movement Note: / Return Note: " has been removed from the integration for Plant assignments and Plant assignment end forms from Upvise, moving forward you will just see the note separated by "/".

• Plant Return with Outputs form:
  When using the plant return form with outputs, the Equipment selected on the return form will now be referenced in the "Output Detail" field on the output transaction.

  

• New Workbench Job masterdata sync to Upvise:

  • Workbench Job Status now syncs to Upvise Project Stage.

  • Workbench Job Type now syncs to Project Group, where there is a new setting "Upvise Project Group Sync Basis" where you can switch this to "Profit Centre" instead if needed.

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