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IN PROGRESS

Workbench Release Notes

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titleBeta Release 4.7.4.1

Scheduled Release - 18 Nov 2024

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Upcoming Functionality & News

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.

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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.pngImage Added

Purchasing

  • 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


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Fixes & Technical changes

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titledetails

Fixes:

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

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Upvise

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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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