IN PROGRESS
Workbench Release Notes
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Scheduled Release - 18 Nov 2024 |
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Upcoming Functionality & News
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Prevent users from seeing all Purchasing related documents for Jobs not in their Profit Centre Groups |
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Closed Jobs in Workbench to Auto-archive in UpviseWe 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.
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 byJob --> 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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Fixes:
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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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