IN PROGRESS
Workbench Release Notes
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Scheduled Release - 26 August 2024 |
https://www.youtube.com/watch?v=nh_0fHIZs1I
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Upcoming Functionality & News
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📣 Important announcement on Contract Claims Accrual ProcessIn November last year, we released the new & improved process to accrue uncertified Contract Claims. This can be enabled with a beta control parameter. Until today both ways are still available, and the time has come to deprecate the old way in early September. We encourage you to check out the details of the new process either in the Release Notes [HERE] or in the User Documentation [HERE] |
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New Features
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Administration - Users
New flag on Users - Upvise User Only:
A new flag has been added on User setup, which can be used for those users that only require access to Upvise, and are configured from Workbench and then synced to Upvise.
A new filter to find these specific users has been added in Users List and Licence Matrix.
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Feature Revisions
User Experience enhancement
Jobs
Job lookup optimization:
We have optimised the way a Job is selected at data entry when a user types a job code and the system displays the suggested list of Jobs that match what the user has typed.This is of particular interest for those users that are very fast at typing and use the Tab key to navigate from fields to field.
Purchasing
Stock
Inactive Stock Locations in Stock reports:
A new option has been added so inactive Stock Locations are excluded from the Stock Valuation report and the Stock List report. By default inactive locations are excluded, and can be included by changing the default predicates (filters).Stock Valuation Now Report by Location.
Stock List
Subcontracts
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Quotes
Licences
Utilities
New Utility to Reprice Current Transactions:
A new utility called wbRepriceUnbilledTransactions, is available to reprice (but not re-cost) all transactions which:are in the current period, which is still open for billing.
have a job which has Input or Input Output based billing.
are not already invoiced.
Minor enhancements:
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Integration
SAP
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Upvise
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Fixes & Technical changes
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Things we are busy working on...
🗓️ Contract Claims: record claimed and certified values on each Claim (like in Subcontract Claims). New approval process on Contract Claims to resemble the certification process.
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