Versions Compared

Version Old Version 6 New Version 7
Changes made by

Maria Harreguy

Maria Harreguy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

IN PROGRESS

Workbench Release Notes

Expand
titleBeta Release 4.7.4.1

Scheduled Release - 18 Nov 2024

...

Upcoming Functionality & News

Info

Prevent users from seeing all Purchasing related documents for Jobs not in their Profit Centre Groups

We will soon be making changes to how the existing control parameter "AP Invoice List uses Profit Centre Groups" works by extending the same validation to all purchasing documents to restrict their visibility based on Profit Centre Groups security. At the moment the CP is used to limit visibility of AP Invoices and they cannot be viewed if it Profit Centre Group security is applied on PO List and AP Invoice List. Instead of simply preventing opening the detail popup we will be excluding the item from the list entirely if the document includes lines with jobs that are not allowed in the user's profit centres.
Similar validation This security will also be applied extended to POs, AP Vouchers . Note that the same Control parameter will be used.

.

list

Info

Closed Jobs in Workbench to Auto-archive in Upvise

We are implementing an integration update where Workbench jobs with a status of CLOSED will be archived in Upvise. Currently, the integration automatically archives jobs only when they are finalised in Workbench. This change aims to address issues where closed jobs in Workbench prevent further job transactions, making them unavailable in Upvise.

...

Feature Revisions

Jobs


Lists

  • My approvals - Due Date on Job Invoices:
    Job Sales Invoice documents now display the Due Date on the existing Due Date column.

    image-20241118-004935.png

Purchasing

  • Job Procurement Lists - inactive stock items:
    Although the system displays the (Inactive) suffix on the Stock Item picker in the grid for those stock items that have been flagged as inactive, there were cases where users were still selecting them. So we have made a change in the system and inactive stock items cannot be selected on when using the grid picker. They can still be searched for using the filters.

  • Purchase Orders - Check Over budget validation:
    When using the validation of existing Budget before proceeding with a Purchase Order, either by

    • Job --> Check Against Budget = Enforce Budget or

    • Control Parameter --> Control Over Budget PO = Yes

the validation now ignores if the Budget has been approved or not. It used to only include Approved budgets.

Plant


Resource Scheduling

Month End

System Setup

Administration


...

Fixes & Technical changes

Expand
titledetails

Fixes:

  • Profit Centre Groups - unhandled error for long Profit Centre descriptions fixed.

...

Upvise

...

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.

...