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RELEASE NOTES IN PROGRESS

Workbench Release Notes

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titleBeta Release 4.7.5.1

Scheduled Release - 02 December 2024

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https://webwbdoc.atlassian.net/wiki/spaces/RN/pages/3163521059/2.5.4+-+20+August+2024#Sharperlight-Data-Model-2.5.4.2

Upcoming Functionality & News

Info

Enhanced Access Control for Financial Integration Screens

Access to Financial Integration screens (Xero, MYOB AccountRight, MYOB Acumatica, Business Central/Wiise) is controlled solely through licences.

We will be introducing enhanced access control with more granular permissions, allowing you to define what each user can do on the integration screens. Users will be able to:

  • Access only the data synchronization functionality from financial systems to Workbench.

  • Access the ability to set up or modify the integration configuration.

  • Have access to both.

These changes provide the flexibility to safely grant access to users who only need to perform data synchronization, ensuring more secure and role-appropriate access management.

What you need to know:

  • Financial integration screens are available for all role licences (if included in the user’s site map profile).

  • 2 new permission:

    • Financials Admin to access the config fields and action buttons.

    • Financials Sync to access the sync button only.

  • Included by default in Administrator role and Finance role.
    Therefore, other Roles may lose access to the financial integration screen and must be setup by System Administrator.

  • The change will be released in January.

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 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. This security will also be extended to AP Vouchers list

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Feature Revisions

Lists

Dockets & Daysheets

Purchasing

Stock

Stock

  • Significant performance improvement on saving a new Stock Item and on saving Extension columns data on a Stock item. Saving of a new Stock item reduced to a second approximately.

Job Budget

  • Budget Cost and Quantity can now support 2 decimal places or decimal places:
    There is a new control parameter to define how many decimal places budget lines should support on the Quantity and Unit Cost columns.
    By default, ‘Budget Quantity and Rate Precision’ new control parameter is set to 2, and it can be changed to 4.
    This addresses a particular scenario where BOM items are used and the value includes cents: in some cases, the sum of all the BOM lines in a Budget did not match the BOM value in the Bom List itself, due to rounding issues.

    image-20241124-215843.png

Administration

  • Advanced Timesheet licence:
    Users with an Advanced Timesheets licence can now access the mobile Plant datasheets screen:

    image-20241201-224907.png


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Fixes & Technical changes

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titledetails

Fixes:

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Integrations

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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 (similar to how it is done in Subcontract Claims). New approval process on Contract Claims to resemble the certification process. This is in Beta stage, and is being tried by some clients.

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