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| title | General Release 4.6.26.2 |
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IN PROGRESS
Workbench Release Notes
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Scheduled Release - 26 February 11 March 2024 |
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UpviseBefore 1st May 2024...
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New Features
Lists
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Feature Revisions
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Jobs
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Jobs
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Job Budgets:
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The description for BOM lines was truncated to 50 characters in the Budget screen, however, the BOM description allows up to 100 characters. We have increased the BOM line description in the Budget screen to allow 100 characters.
Management Reports
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Purchasing
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Purchase Order
New Log No. in each PO line, can be managed from Grid Management with grid ‘Purchase Order Detail’.
Log No is optional. Valid Logs must be same as header job or its subjob
Service Log at header level in the PO has been removed.
For existing POs there is a migration script to populate the log No on each PO line if there is a Log No at PO header level.
Log (Service Log and Plant Maintenance Log)
When creating a PO the Service Log is set at PO line level.
Purchases tab now lists all POs linking on PO line level.
Completion tab sums POs linking on PO line level.
AP Vouchers, AP Invoice, Inwards Goods
All now read the Service LogNo from the PO lines.Upvise
The import of Logs and POs from Upvise has also been updated to link a Service Log with POs at a line level.
Subcontracts
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GST on Retentions:
In Subcontract Retention Management screen, we have added visibility of the GST component on Retention Balances, to provide a better picture of what is actually owed to Subcontractors. For our Australian clients that must keep these funds in Trust Accounts, it gives them a more accurate value for when they need to transfer funds to a Retention Trust Account.
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Leave Management
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Quotes
Decimal places in quote cost and selling:
On a Quote’s Main tab, the Quote Selling and Quote Cost allow a user to enter 4 decimal places, but we have changed it to store it as 2 decimal places.
Same scenario on a Cost Sheet Total Sell, and Sell Amount on Revenue Cost lines in a Costsheet.
On the other hand, the Sell rate on the Revenue Cost lines in a Costsheet, was being rounded to 2 decimal places, but we have changed it to 4 decimal places.
Import procedure enhancements - wbImportCostSheetScheduleLinesWeb:
The Markup and Sell Rate columns on cost lines have been added to the Cost Sheet import by Revenue and Cost Element, so that they are available on the quote when it is subsequently edited or viewed.At Cost Element - the system now handles Labour price code scenario with Activity + Time Code.
Service Desk
Opening PO link:
Opening a PO link from a the Purchases tab on a Plant Maintenance Log was opening the PO pop up screen twice. This has been rectified.Opening a Plant Log from Plant Enquiry:
When navigating to a Plant Maintenance Log from Plant Enquiry the log opened the Service Log List, rather than the Plant Maintenance Log List, and the screen was too small. This has been rectified.
Month End
Processes - Contract Claim Accrual and Subcontract Claim Accrual reports enhancements:
We have improved the claims and subclaims accrual batch reports and added fields that will help understand what each batch includes (wbBatchCCCAccrual001, wbBatchSCCAccrual001):For reversal batches, we now display the original batch that is being reversed in header section.
For include a detail section listing the accruals, and the standard GL Analysis at the bottom of the report.
Utilities:
New utility wbUtilityRemoveDuplicateReceipts has been added to remove duplicate receipts.
Administration
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General Config - Settings:
Output Based Get Sales, uses a setting to control the $ value rounding and quantities rounding. We have updated the description of the ‘Output Quantity Decimal Places’ Setting to include "WARNING: also rounds Quantities in Get Sales"
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Integration
SAP B1
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Upvise
Upvise plant meter service reading flag:
Upvise import of service readings on plant log completion was not filtering by the plant item, causing issues when multiple readings for different items had been imported on the same day. This has been rectified.
Equipment Repair Jobs- Filter by Project
A new feature has been implemented specifically for decentralized companies overseeing plant maintenance and repairs. Users can now filter their repair jobs in the Upvise Job Calendar based on the specific Project to which the equipment is allocated.
access this functionality through Jobs > Vehicle > Project
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New Notification Option- Add Project Name
A new option is available to add the project name to your form email notification where a form is linked to a project.
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This is assuming standard notifications are configured on the template and the new setting “Add project name when sending form notification” is enabled. The email recieved my the manager user will include the project name in the email. See example:
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Upvise Application Version 7.0.1 - Android
A new application versions is available on Android to address a minor bug with QR code scanning.
Install via google play
SWMS Module- Risk
A small change has been applied to the “risk” setting in custom module Safe Work. This allows the Risk to show clearly on the SWMS form view:
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SWMS Module- Dashboard View
An update has been applied to the SWMS module to display the SWMS form in a central view:
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This allows easy navigation to view your SWMS documents by status when drilling in on each template from the dashboard view. See example:
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Contacts QR Code generator for use with Attendance Scanner
A new QR code option has been introduced in Upvises contact groups to allow the generation of Employee QR codes for use with the Attendance Scanning function.
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The new feature also comes with a custom setting to insert scanning terms and a custom footer, as well as the number of QR codes to be extracted per page in the PDF output:
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The logo in the QR code is derived from your database logo. See the example of QR code output:
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The QR code is then usable with the Attendance scanner, recording attendance data to sync to the workbench Timesheet attendance table.
Clients interested in implementing this should engage their consultant or support@wbi.freshdesk.com
Daily Diary- Admin Hours Time Calculation
There was an issue when entering the finish time manually in the admin hours form without the duration being used. A modification was made to allow a user to select the same day as the start day and have the time default from the start time.
Form Application Overwrite function- Deprecated in Upvise
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Fixed a bug introduced on previous release (error message: Error converting data type numeric to numeric.).