Base Release 4.3.5.x

Beta Release 18 Mar 2019

New Features

Base Release 4.3.5.x

Beta Release 18 Mar 2019

New Features

AP Invoice popup

As part of the drive to improve the overall user experience, the AP Invoice popup is the first to undergo a framework upgrade. This upgrade allows the popup to display independently of the associated list, in this case the AP Invoice List.

With the upgrade the AP Invoice popup will now simply display on top of the existing context. For example, the AP Invoice popup now displays directly on top of My Approvals List, and closing the popup will display My Approvals List and not AP Invoice List as before. Previously, navigating to an AP Invoice from any where but AP Invoice List, required the underlying screen to redirect to the list before displaying the popup. This may have caused disorientation and requires an additional click to navigate back to the original context.

Image Added

The upgrade improves all entry points to the AP Invoice popup - Job Enquiry, AP Voucher, AP Voucher List, PO Line Details, and My Approvals.

The intention is to extend the framework upgrade to other popups over future releases.

Attaching a Web Address

A web address i.e. the address in your browser in the form http://something...; can now be added from any Attachment tab. This allow online resources to be associated to Workbench elements, such as the client website being linked to the company record. This is new functionality and is not MDE compatible. Accessing web address links from MDE will display a 'Report file or folder not found' error message. A file and a web address should not be used in the same attachment; in this case the web address will take precedence.

...

All System Admin users will now receive a one time notification per Release. Note this excludes minor Release revisions / hotfixes. This will provide an opportunity to review the corresponding Release Notes if desired. Remember the Release Notes are always accessible from the User Profile menu.

Feature Revisions

General

• A variety of list screens have undergone routine performance review and improved response times should be experienced on:

  • Job List

  • Job Financials List

  • Contract Enquiry

  • Job Enquiry

  • Purchase Order List

  • AP Invoice Batch Entry

  • AP Credit Batch Entry

  • Batch Timesheet List
  • Batch Control List

Timesheets

• Mobile Timesheet - An issue with deletion of a timesheet entry from the mobile screen is rectified. Note, deletion of a timesheet line with associated plant will also delete the plant entry.
  

• Timesheet Administration - Excel Export support has been added to the filter on the Timesheet Administration list.

Purchasing

• Purchase Requisition - An issue creating a Purchase Order from the PR with a designated PR Type has been rectified.

...

• AP Voucher Workflow - The link on the review and approval email notification has been adjusted.

Contracts

• Forecast - The Forecast tab is improved to recognise a Forecast Closed period and disables the Reviewed and Complete columns, and the Refresh, Approve, and Save buttons. The Reviewed and Complete columns are also disabled on Approved Forecasts.

Jobs

• Quote -
  • Extension column support has been added to Quotes. This is configured in the usual manner through Extension column maintenance and View definitions.
  • Report Text support has been added to Quote for header and footer. This is also supplemented by new HTML settings ‘Report Quote Header’ and ‘Report Quote Footer’. These elements are used for the new Quote Summary report, refer the New Reports wbQuote001 below.

• Budget -
  • Negative budgets, such as a reduced scope of work, can now be approved through the standard workflow, if workflow is used. The (negative) budget total is processed based on its absolute value as pertaining to the workflow approval limits.
  • An issue where the Budget Type was not inherited from the header when importing using 'Budget Lines With Job Work Centres', and then not explicitly saving; is rectified.

Billing

• Input Output Based Get Sales - The Apply Filter button has been enhanced to auto save the state of grid lines to allow progressively working through the lines by applying filters. Note the line state is only saved for the screen session so the Save - Generate Billing button must still be clicked when complete in order to generate the invoice. Leaving the screen without the Save action will abandon the line states.

Subcontracts

• Work Order - Work order lines of an approved Work Order can now be manually completed by ticking the Complete checkbox. This will zero the outstanding values of the line, and if there are no further outstanding work order lines then the work order header will also be completed. Note, at this moment this is an irreversible action and the checkbox is disabled once the line is completed.

...

• wbUtilityChangeAPInvoiceBatchDate Utility -

  • This utility has been updated to include any date adjustments made to the Batch header and AP invoices down to related JobTransaction to prevent any mismatch.

  • If the Batch date is changed out of the period then the AP Invoice and JobTransaction dates are change if the 'Check AP Invoice Date is in Batch Period' ctrl param is set to Yes. Previously this only occurred at AP Invoice level, and only if the Financial System was MYOB or Xero.
  • Validations have been enhanced and period change can only be by one period.

Integration

API

• Attendance is now exposed in the TimesheetAttendanceApi and TimesheetDetailsApi methods.
  

Payroll

• The Payroll Code on job transaction is a required field and validated on Payroll Exports.

Reporting

New Reports

• wbQuote001 - Quote Summary - A new quote report has been provided, accessible from the Quote popup.
  

• wbSubcontractClaim005 - Subcontractor All in One Report - A new all in one portrait Subcontract Claim report has been provided, accessible from the subcontract claim popup.

• wbTimesheet004 - Timesheet Pre EBA - This report displays the pre EBA timesheets and is available from desktop timesheet entry screens. This provides a view of the original entries after the EBA is run.
  

Report Revisions

• wbBudgets002_CP 5202, wbBudgets002 5132, wbContract005_CJP 5783, wbBudgets002_CP1 - various Budget Reports - Add Estimate Reference field to header if populated.

• wbContractClaim002 -  - Suppress header lines showing 0 values.
  

• wbJobTransaction008 - Unbilled Job Transactions with Outstanding Purchase Orders and Outputs - Added Details field.

• wbSubcontractClaim003 - Subcontractor Payment Certificate - Added Payment Date to report.

• Reworked all of the figures on this report.

• wbTimesheet001 - Timesheet - Plant lines are now removed from the Time section on Timesheet reports.

.