Workbench Release Notes
IN PROGRESS
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Scheduled Release - 03 June 2024 |
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👷♀️ ITP Module in Upvise (Email support@wbi.freshdesk.com for Expression of Interest)
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Upcoming functionality
🆕 Contract Claim Process - upcoming changes you need to know
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We will be making changes to improve the Claiming process on Contract Claims, and users will soon be able to:
Capture This Claim Claimed Values.
Capture this Claim Certified Values.
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This means there will be a slight change in the process in which we aim to replicate the two stages in a real scenario: Claim and Certification. This will be released by the end of June and announced in the Release Notes.
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🆕 New Custom Views on List screens coming soon
This new functionality will give you the freedom to create your own reporting and extract your data. Custom Views will progressively be released in most of the List screens.
Admin users will be able to create any number of Views with preferred columns and filters.
Default standard views will be provided, starting with Standard Job Invoices View, Aged Debtors, Contract Claims.
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New Features
Job Contract
New Schedule based contract claim reports (released on 4.6.32 General Release)
We have released two new reports that read the Contract Summary (Original Schedule and Variations) from the Contract Claim Schedules, rather than from the Budgets.New Payment Claim Certificate - Detailed Payment Claim Certificate (Schedule) wbContractClaim017
New AR Invoice - Payment Claim Invoice (Schedule) wbARInvoice009
To use this Tax Invoice edit the current Invoice Type or create a new one from Invoice Type Maintenance, and select the new report.Original Contract Value: Is the total of all the Contract Schedules with a Schedule Type = Original Contract
Plus Variations: Is the total of all Contract Schedules where the Schedule Type is not Original Contract.
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Feature Revisions
Jobs
Purchasing
Stock
Billing
Month End
Utilities - WIP Adjustments enhancements:
A few changes in the User Interface to improve usability:Filters:
You can now filter by Account Manager
Filter labels renamed to match column headings:
"WIP Value" renamed to "WIP Accrual"
"WIP Code" renamed to "WIP Type"
Order of filters has changed.
New columns added: Job manager, Account Manager, Profit Centre
Administration
General Config - Extension columns:
New data type is available as a generic picker for Companies or Employees.
We currently have the option of using a Combo and a sql query to grab data from teh database. For example, the Driver extenstion column in Plant.
And we are now introducing a generic picker, for better performance. Depending on what picker you want to use, enter the correct syntax in the Combo List:To select from a list of Employees: Employees(){Person}
To select from a list of Companies: Companies(){Company Name}
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Fixes
Dockets & Daysheets
Daysheet - Stock quantity and Unit Cost:
Unit Cost and Quantity values in Stock issues now allow 4 decimal places.
Purchasing
Billing
Month End
Administration
Data imports - controled access based on permissions:
Each data import has a permission that allows users to mak euse of it, or there is the catch all permission which grants access to use all data imports (Run All Imports).
However, some data imports are accessed through its own screen rather than Data imports, like AP Invoice lines in an AP Invoice, Job Invoice lines in a Job Invoice, Stock issues thrigh a Batch, etc. We have improved the access to these Import buttons based on each User’s permission. The Import button will be grayedout if the right permission is not granted.
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Integration
Business Central
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