RELEASE NOTES IN PROGRESS
Workbench Release Notes
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Scheduled Release - 02 December 2024 |
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Upcoming Functionality & News
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Enhanced Access Control for Financial Integration Screens 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:
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:
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Prevent users from seeing all Purchasing related documents for Jobs not in their Profit Centre Groups |
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Feature Revisions
Jobs
Setting "Output Quantity Decimal Places" now applied on Job Enquiry --> Outputs
The Quantity field in the Outputs tab of Job Enquiry now uses the "Output Quantity Decimal Places" setting to display the right value.
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.
Lists
Dockets & Daysheets
Purchasing
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.
Plant
Significant performance improvement viewing Plant details
Plant Item Maintenance loads much faster than before.
For certain Combo type Extension Columns, there is now an option to set it as a standard picker. For example, when using an Extension Column to select a Plant Group, the field can now be set on Extension columns as a Plant Group Picker. This provides a much faster experience when opening a Plant Item.
These pickers replace the previous method which used a SQL query to populate the options for selection. New pickers are:Plant Class
Plant Group
Pricing Group
Plant Location
Currency
Company
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Standard Plant Extension Column Name | SQL query used before pickers | Generic Picker to Replace SQL Query |
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Driver | SELECT PersonID, Surname + ', ' + FirstName + left(' (Inactive)', Inactive * -11) AS PersonName FROM People WHERE IsEmployee = -1 or PlantUser = -1 ORDER BY Surname, FirstName | fnPickEmployees |
LeaseCurrency | Select CurrencyCode, CurrencyCode from Currencies order by Currencies.CurrencyCode | fnPickCurrencies
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Location | SELECT LocationCode, Description FROM PlantLocation WHERE Inactive = 0 ORDER BY LocationCode | fnPickLocations |
PlantClassCode | SELECT PlantClassCode, PlantClassDesc FROM PlantClasses ORDER BY PlantClassCode | fnPickPlantClasses
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PlantGroupID | SELECT PlantGroupID, GroupCode + ' - ' + Description FROM PlantGroups where PriceGroup = 0 ORDER BY GroupCode | fnPickPlantGroups(0) |
PlantPricingGroupID | SELECT PlantGroupID, GroupCode FROM PlantGroups where PriceGroup <> 0 ORDER BY GroupCode | fnPickPlantGroups(1) |
Companies | SELECT CompanyID,CompanyName FROM Companies WHERE Companies.Supplier = -1 AND Companies.Active = -1 ORDER BY CompanyName | fnPickCompanies |
Administration
Advanced Timesheet licence:
Users with an Advanced Timesheets licence can now access the mobile Plant datasheets screen:
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Fixes & Technical changes
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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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