Base Release 4.4.2.x

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•  Work Order - The currency will now default from the subcontract rather than the supplier's currency, and the currency picker will remain disabled.

Feature Revisions

Contracts

• Contract Enquiry, Forecast tab - Further minor revisions have been made on the Adjustment popup for improved usability.

Image Modified

A. Now the filter applied on the Forecast tab is carried through to the Adjustments popup with respect to what is displayed when using Previous / Next.

B. The Movement Summary grid now includes 'Balance of Budget', and the is also responsive to settings on the Forecast tab i.e. Job Contract Forecast grid.

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D. Previously the Prev / Next button only navigated within context of a work centre. They are enhanced to to navigate across work centres and jobs; and the boundaries are visible from label changes on the buttons. Note, these buttons will auto-save should there have been changes to the grid, and a confirmation message is displayed.

Work Breakdown

• Claim Schedule - A warning message notifying of  a difference between the sum of schedules and current budget has been refined to compare on values rounded to 2 decimals as it was warning on differences in the third and fourth decimal places.

Billing

• Claim Based Get Sales - The display of Claim Schedule lines in Get Sales is now consistent with that used on the Claim Schedule maintenance screen.
  

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A. The schedule lines are now indented in the same fashion as the maintenance screen to provide visibility of groupings.

B. Header lines values are now disabled as on the maintenance screen to prevent inadvertent claiming.

Subcontracts

• Subcontract Claim -
  
  • Previously the subcontract claim popup always opened on the Work Orders tab. This is modified to do this only on edit. For a new subcontract claim the popup will open on the Main tab.
  • The Batch Number for the claim is now displayed on the Main tab.
  • Totals have been added on the Work Orders tab to aggregate the value columns.
  • A 'Commitment Remaining' column is now available to display Commitment - Certified To Date. This is hidden by default and must be enabled on 'Sub Contract Claim' in Grid Management.
  • The action buttons Approve, Unapprove, Batch, and Unbatch will no longer auto close the popup.
  • The button now restores the Certified-To-Date for the line from the previous claim. Previously this restored the previous saved state.
  • Lines with zero This Certified will no longer generate job transactions. Previously if a line was amended but had a zero This Certified, the zero value line would still generate a transaction.
  • The display filter on the Work Orders tab for approved subclaims is now set to 'This Claim' and disabled to avoid confusion.

Administration

• User Details -
  • Some movement of fields:
    

    • Profit Centre moved from Main tab to Employee Detail tab

    • Employee Agreement moved from Employee Detail tab to Extended Productivity tab

  • The previous permission 'Edit User' is deprecated for further granularity:

    • 'Edit User Security Data' permission accesses the Main, Application Access, Roles, and Settings tabs.

    • 'Edit User Employee Data' permission accesses the Contact, Employee Detail, Extended Productivity, and Email tabs

  • Roles that had the deprecated 'Edit User' permission will be migrated to have both 'Edit User Security Data' and 'Edit User Employee Data' permissions.

Integration

MYOB

• a.

Xero

• Companies with no addresses in Xero will be imported into Workbench with a default placeholder physical and postal address. 

Reports

New Reports

• a.

Report Revisions

• wbAPInvoice001 - Recipient Created Tax Invoice
  wbAPInvoice002 - Recipient Created Tax Invoice with Dockets - Remove Approved By Signature section. Change Description to Catalog Line Description for wbAPInvoice002.

• wbJobBudget001 - Job Budget by Cost - Added Internal Reference as a parameter to the Job Budget Report Type.

• wbJobBudget002 - Job Budget by Cost and Revenue - Original contract value has been fixed; Added Internal Reference as a parameter to the Job Budget Report Type.

• wbJobBudget003 - Job Budget by Revenue - Added Internal Reference as a parameter to the Job Budget Report Type.

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