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changes.mady.by.user Malcolm Mackay

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Released 19 June 2017

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Integration

  • Xero - WebWB now correctly populates PaymentTermsType and PaymentTermsDays when syncing Companies from Xero.


Feature Revisions

Licencing

In preparation for the comprehensive licensing regime that comes with WebWorkbench 4.2, a number of licence modules have been renamed:

  • Leave Management becomes Leave Management Admin
  • Leave Personal becomes Leave Management User
  • Resource Scheduling becomes Resource Scheduling User
  • Service Desk becomes Service Log Entry
  • Purchase Requisitions becomes Purchase Requisition User
  • Stock Standard becomes Stock

If any of these WebWorkbench modules are used, then a new licence script will need to be installed.

Company

  • Company Details - Validation of unique company AP and AR Accounts are now in context of financial company. Previously uniqueness checking was global.

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  • Price Codes - An issue was identified where the new price code created on the web did not set the retail values correctly; this has been rectified but requires a user to RE-SAVE the Price Codes that were previously created on the web. Also .  Also the price code search popup was not paginating; this was corrected.

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  • Purchase Order Details - On purchase order details, the jobs on the PO line were limited by the user Profit Centre Groups, and the user FinCo. Now PO line jobs are limited by user Profit Centre Groups only.
  • AP Invoice Details - We currently filter supplier suppliers by the batch FinCo. THis This concept is extended to the POs, we now also limit the POs based on FinCo of the supplier.

Timesheets

  • Admin Timesheet - Previously on Timesheet Admin Approval when change the user, the header displaying the name would not change and may have caused confusion. This is rectified.

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  • Contract Enquiry - Some updates are made to clarify the currency context on several Contract screens. The schedule totals are now displayed on the Schedules tab. The currecy currency is now switchable for the Budget and Schedules panels of the Summary tab for foreign currency contracts. A warning message is displayed whenever saving a budget or claim schedule results in their totals being mismatched.

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  • Budget - This now displays the currency rate, defaulted to the current rate. This rate is editable based on a new permission "Edit Budget Currency Rate". The grid headers are updated to clearly indicate FC values for 'FC Retail Rate' and 'FC Revenue'.
  • The Claim Schedule sets the currency to the job currency, and is non editable.
  • On the Contract Summary tab the Cost, Margin and Margin % columns are now blank when the FC selected as it is irrelevant.

Administration

  • User List - A new Workbench support user account, login 'wbadmin' is now available. All previous support accounts are deprecated. The wbadmin will be aligned with the new licensing names and has access to all modules without affecting the client. Its email is accessible from the shared wbi inbox to enable forgot-password resetting if required.
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