Versions Compared

Version Old Version 3 New Version 4
Changes made by

Nelson Leong

Nelson Leong

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Base Release 4.2.23.x

Released 09 Jul 2018

New Features

...

Load Excel Data from Attachment

Image Removed

    • (A) Todo.

Feature Revisions

Purchasing

  • Purchase Requisition Details - The column SPAR Code has been renamed to Lookup. This may require Grid Management reset.
  • Purchase Order Details - A Catalogue description column has been added to the Line Code picker for Purchase Order lines.
  • Image Documents List - An issue where only the latest 20 rows with a status of Reject or Indexing were being refreshed has been rectified. This was due to a change in 3rd party APIs.
  • AP Voucher Details -
    • The Voucher Detail image viewer component has been updated to support display of multi-page invoices.
    • The PO Lines tab is enhanced to include Zero Qty PO line logic for non-quantity / amount only based PO lines. The values for 'This Voucher' will now be zero for approved vouchers as it will be counted in the 'Invoices' columns.
    • Cancelling an un-submitted AP Voucher previously displayed an error message; this is rectified.
  • AP Voucher Workflow -
    • The Voucher Workflow now suppresses the email notification until any re-assignment is done so that double notifications i.e. for initial assignment and then re-assignment; are not issued.
    • The 'Voucher Admin Review/Approval' permission now check against the corresponding 'AP invoice Approvers Limit' setting for the approver.
  • AP Invoice - The 'Get Order Lines' popup on the AP Invoice now also displays 'Approved By', and the Default list is disabled to avoid confusion.

Subcontracts

  • Subcontract Claim Details - The internal Subcontract Claim screen is now disabled if the Status is Entered.
  • Subcontractor Portal - The Subcontract List filters for Jobs and Subcontracts are pre-filtered for the subcontractor context. The Subcontractor filter is removed as it is irrelevant.
  • Work Order Details - Standard attachments functionality has been added to Work Order, and the attachments are also accessible from the email Send popup.

Billing

  • AR Credit Details - The 'Apply Number' is now mandatory on AR Credits as per mde functionality.

Work Breakdown

...

Expense Claims

  • Expense Claim Details - An issue defaulting rates on disbursement activity types has been resolved. The GST field is now disabled on activity types without GST.

Administration

  • WIP Code Details - Fixed a WIP Code dropdown issue that was not defaulting lists in the popup on a second opening.

...

Base Release 4.2.23.x

Released 09 Jul 2018

IMPORTANT

Δ AP Voucher Image List - This release is mandatory for AP Voucher clients using Image Extraction. An issue where only the latest 20 rows with a status of Reject or Indexing are being refreshed has been rectified. This was due to a change in 3rd party APIs.

New Features

Quotes

Load Excel Data from Attachment

Image Added

    • (A) Todo.
    • Add fields for FailCode, FailReason, Won%
    • Add Approve with mandate


Feature Revisions

Purchasing

  • Purchase Requisition Details - The column SPAR Code has been renamed to Lookup. This may require Grid Management reset.
  • Purchase Order Details - A Catalogue description column has been added to the Line Code picker for Purchase Order lines.
  • Image Documents List - An issue where only the latest 20 rows with a status of Reject or Indexing were being refreshed has been rectified. This was due to a change in 3rd party APIs.
  • AP Voucher Details -
    • The Voucher Detail image viewer component has been updated to support display of multi-page invoices.
    • The PO Lines tab is enhanced to include Zero Qty PO line logic for non-quantity / amount only based PO lines. The values for 'This Voucher' will now be zero for approved vouchers as it will be counted in the 'Invoices' columns.
    • Cancelling an un-submitted AP Voucher previously displayed an error message; this is rectified.
  • AP Voucher Workflow -
    • The Voucher Workflow now suppresses the email notification until any re-assignment is done so that double notifications i.e. for initial assignment and then re-assignment; are not issued.
    • The 'Voucher Admin Review/Approval' permission now check against the corresponding 'AP invoice Approvers Limit' setting for the approver.
  • AP Invoice - The 'Get Order Lines' popup on the AP Invoice now also displays 'Approved By', and the Default list is disabled to avoid confusion.

Subcontracts

  • Subcontract Claim Details - The internal Subcontract Claim screen is now disabled if the Status is Entered.
  • Subcontractor Portal - The Subcontract List filters for Jobs and Subcontracts are pre-filtered for the subcontractor context. The Subcontractor filter is removed as it is irrelevant.
  • Work Order Details - Standard attachments functionality has been added to Work Order, and the attachments are also accessible from the email Send popup.

Billing

  • AR Credit Details - The 'Apply Number' is now mandatory on AR Credits as per mde functionality.

Work Breakdown

  • Claim Schedule Details -
    • An issue where the Level buttons were being disabled is rectified.
    • Various tweaks have been made to improve ease of use - the drag-drop sorting functionality has been reworked; a 'Set Level 2' button added; and the buttons now remain on display instead of scrolling off-view.
    • Pagination has been added to support lengthy schedules and the grid will paginate at 100 rows. Due to pagination a 'Manual Ordering' button has been added that displays a sequence column to allow manual movement of a row between pages.
    • A 'Print' button has been introduced for a ‘Contract Schedule Report’ report type.

Expense Claims

  • Expense Claim Details - An issue defaulting rates on disbursement activity types has been resolved. The GST field is now disabled on activity types without GST.

Administration

  • WIP Code Details - Fixed a WIP Code dropdown issue that was not defaulting lists in the popup on a second opening.
  • Utilities - An issue in the Output Schedule Import upload process that reported errors incorrectly was rectified.


Integration

MyOB Advanced

  • Update Active flag on Workbench Companies when they are set to Inactive in MyOB Advanced


Reports

New Reports

  • wbContracts004 - Contracts Budget vs Final Cost Report by Activity - New Contracts Report

Image Added


  • wbContracts005 - Contracts Budget vs Final Cost Report by Job - New Contracts Report

  • wbContracts006 - Contracts Budget vs Final Cost Report by Work Centre - New Contracts Report

  • wbContractScheduleReport001 - Contract Schedule Report - Provided a new Contract Schedule Report and report type.
  • wbJob005 - Job Profit - A New Job Profit report has been provided.

Report Revisions

  • Licence reports - Profit Centre is now an optional predicate.
  • Purchase Order -  The e-mail field is wider on Purchase Order Documents.
  • Time Reports - Activity is added as a new predicate.
  • wbContract010 - Contract Variations by Type and Revenue - Updated to reflect all latest budget types.
  • wbJobTransaction006 - Job Transaction Unbilled Summary Retail - Print header on each page.

.