In progress

Workbench Release Notes

New Features

Jobs

• Contract Claim Accruals process enhancements:
  We have made changes to this process so that it is re-runable.

...

• Things to consider:

  • the system does not allow a new batch to be created if either
    (a) there is an existing unfinalised batch for that FinCo and period or
    (b) there are no unapproved claims for that FinCo (i.e. the accrual batch would be empty)

  • Regenerating accruals removes the existing accruals before generating new ones.

  • use control parameter to enable this new process.

...

Feature Revisions

Jobs

Dockets & Daysheets

Purchasing

• Vouchers

  • Data script for Voucher Logs compatibility:
    Log support in Voucher was moved from header to line level. For backward compatibility we have created a one-off script that will populate the log on the lines for those Vouchers already in progress with Log at header level.

• Purchase Orders

  • Mobile purchase Orders not displaying saved lines:
    Approvals of POs created from the Mobile PO screen could not be approved as the saved lines were not being displayed. This has been rectified.

  • Purchase Order Workflow - Assign Approver popup:
    When only one Reviewer was available in the approval workflow the pop up screen to assign a reviewwer was not displaying not allowing the user to select the approver (when there were more than one possible approvers). This has been rectified.

Subcontracts

• Retention Trust Account details on a Subcontract can now be queried from a Sharpelright report, as this has been added to the Sharperlight Data model 2.5.2.0

• Subcontract Retention Trust Accounts Balance reporting:
  

  

  
  The Review step is now optional. This is to cater for those cases where the person that generates the report and also sends the report is the same one, so reviewing wouldn’t be required; Generate & Bulk Send would suffice.

• Subcontract Retention Management screen Totals:
  Totals at the bottom of this screen now include ALL the results in the filters applied, (and not only the current page).

• Subcontract Retention Statement:
  We have made enhancements to this report in line with other client facing/external report:

  • It displays the letterhad of the Location on the Subcontractor company.

  • Added Excl GST on the Retention balance column.

  • Improved formatting of the Retention Trust Accounts details (table format).

  • Removed Job Account Manager

  • Supplier name only appears once now.

  • Order of the list is By Job Asc

• Work Order - Deleting a Subcontract Claim doesn't uncomplete completed lines where appropriate:
  When a Subcontract Claim is deleted the system now will ensure that

  1. outstanding values are restored,

  2. the purchase order line completed value is set to zero (uncomplete) where relevant,

  3. and the work order (header) completed value is set to zero (uncomplete).

Plant

Billing

Quotes

• Enhancements:

  • The Markup from an Activity Code now populates a line after entry.

  • Fixed a NaN (Not a Number) error value displaying some times on Area, Weight, and Volume fields.
    

Service Desk

• Log Write Off Utility:
  When logs are billed, especially on a quoted basis, unbilled transactions could end up incorrectly recorded in WIP, even though the log is finished with. A new utility has been created to retrospectively write off transactions on billed logs.
  Utility Parameter: Year/Period

  At some stage we will change the billing process to handle this.

...

• Service Logs List - Import emails into Logs - UI enhancements:
  The drag & drop area for emails to be created into logs was too large and was taking too much space. We have reduced its size, so it does not take up space from the Logs List. Functionality remains the same.
  

  Image Added

System Setup

• Creating a new activity from an existing activity:
  When creating a new Activity copied from an existing one, the system now also copies the Activity Groups where the original one is included.

• Closing a Work Centre:
  When a Work Centre is closed, on either the Job screen or Contract screen, the system now populates the JobWorkCentres.ClosedByID (person who closed the WC) and  ClosedDate columns. Or alternatively, remove the date if opened.

Administration

• Licence Matrix- What’s included in each licence:
  A new print icon has been added for ease of access to the report that shows what screens in Workbench each licence can access. Each licence name is also a hyper link to this report, but to make it more obvious it can now also be executed from the new print ico.
  

  

• Licence Matrix guidance warnings:
  The guidance message when assigning role licences to users that already have a Finance and System Admin licence, it now ignores any third party licences being assigned like Sharperlight and Upvise.

Integration

Business Central/WIISE

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Xero

• Error Message When Cost Rate is 0:
  When exporting AP and AR Invoices to Xero if any one of the lines has a cost rate (FCamount/quanity) less than 0.005, then the invoice won’t be exported and the user will get an appropriate error message. This is because Xero will round the cost rate down to 0 (rounds to 2 decimal places), which is not valid.

Upvise 

• Access to Upvise Integration screen in Workbench:
  

  

  We have expendaded the access to this screen to the Data Entry and Job Costing licences, as there are other type od users (not only Finance and System Admin) that require access to the export/import functionality.

  • New Permission "Allow Upvise Integration"

  • With this Permission, a user has access to the Last Update field, the "Export / Import" button, Save button, and the Fin Co Code combo.
    
    Finance licences or higher continue to have full access to the screen.