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.
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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.
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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
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
Month End
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 Finance and System Admin users, it now ignores any third party licences being assigned like Sharperlight and Upvise.