IN PROGRESS

Workbench Release Notes

Beta Release 4.6.14.1

Scheduled Release - 14 August 2023

New Features

• General:
  A new Tooltip has been introduced to highlight new features that may be of interest. This will typically include a link to the related Release Notes where you can get further details on the functionality. The image below illustrates the Tooltip for the ‘Surcharge and Discounts’ feature.
  

  

Feature Revisions

Jobs

• Contract Enquiry:
  Additional precaution added to procedure to prevent update of forecast if the year/period is not open for forecasting, even if the screen allows the button to be clicked.

Purchasing

• Purchase Order Schema:
  Updated the schema matching to support matching to subjobs when the specified job was not level 1.

• AP Voucher:
  Enhancement for an approved voucher so the Docket Lines tab now displays the associated docket lines reconciled to this voucher.
  

  

Subcontracts

• Bug fixing on My approval- My Approval:
  Fixed an issue where a subclaim was not listing for the Assigned Approver when using “Standard” approval, Assigned Approver displayed correctly.

• Enhancement - Subcontract Portal: Disable editing by subcontractors
  Added additional safeguard to disable editing Subcontracts by subcontractor users.

Plant

• Bug fix: Plant recovery exportPlant Enquiry:
  Rectified an error when using Excel Export from the Recovery tab.

Expense Claims

• Expense Claim Emails:
  Enhanced configuration for emails:

  • Email when paid:The paid email is now optional with the "Email Expense Claim Paid" setting.

  • Email when approved: The approved email is now optional with the Setting "Email Expense Claim Approved" setting. It is no longer determined by the “Expense Claim Workflow Email Enabled“ setting.
    

    

  • Note the “Expense Claim Workflow Email Enabled” setting is used for email configuration for both Standard & Workflow processes.

Billing

• If Order number in AR Invoice and AR Credit exports is longer than 20 characters, then truncate to 20 chars in the export SPs.

Administration

• Utilities:
  wbImportActivities supports optional ActivityGroupCode column that links the Activity to the group if specified.

Reporting

Stock

• wbrsStockList:
  Updated the on-hand value calculations that was using Items instead of Stock By Period for that location.

Integration

File Export

• Sage:
  File-based AR Invoice and AR Credit exports not truncates the string if the JobInvoices.OrderNumber is longer than 20 chars.