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
Purchasing
Procurement Lists:
Enhancements:The system will display a warning if there are any lines with blank LineRef when adding Budget Lines to a Procurement List. It will also warn if the LineRef column is hidden in Grid Management, as it should be enabled for the correct use of Procumenet Lists.
The Procurement aggregation rule when creating Procurement lines from Budget Lines has been updated to also include LineRef.
”When importing lines from a Budget, any line with the same Item, LineRef, Activity, Work Centre, the system will consolidate these lines into one Procurement line with a reconciliation screen to show the source (Budget Details column in the List screen).”
Billing
Job Invoices:
A new data source populates the list of Job Invoices. There is no evident impact or change in the user interface, however, this is required for us to enbal the Custom Views that are soon to be released into Job Invoices and many other List screens.
Month End
Getting InterCo System Batch - Export Control:
When assigning an inter-company AR or AP invoice to a system batch, the system now validates that the system batch is not in the process of being exported.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" was renamed to "WIP Accrual"
"WIP Code" was renamed to "WIP Type"
The order of filters has changed.
New columns added: Job Manager, Account Manager, Profit Centre
System Setup
Setup Wizard - Valid Time Units:
There is now a validation on the value entered in Time Units Per Hour. Only valid units can be entered: 1, 2, 3, 4, 5, 6, 10, 12, 15, 20, 30, and 60. The description has been updated to explain this.
This will prevent errors in Leave Requests and clarify the misconception that timesheets are storing fractions of minutes.
Administration
General Config - Extension columns:
A 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 the 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}
Roles - Administrator role now includes the 'Stock Admin' and 'Plant Admin' permissions.
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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
Quotes
A few enhancements when saving a new Quote:
Fixed an error when saving a new quote but choosing cancel on the prompt that asks the user to confirm if saving.
Workflow actions are now hidden until the new Quote has been saved and it has a Code, to avoid invalid actions.
Month End
Administration
Data imports - controlled access based on permissions:
Each data import has a permission that allows users to make use of it, or there is a catch-all permission which grants access to use all data imports (Run All Imports).
However, some data imports are accessed through their own screen rather than Data imports, like AP Invoice lines in an AP Invoice, Job Invoice lines in a Job Invoice, Stock issues through a Batch, etc. We have improved the access to these Import buttons based on each User’s permission. The Import button will be greyed out if the right permission is not granted.
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Integration
Business Central
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