Beta Released Scheduled 04 Nov 2019

New Features

Document Communications

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The Category Hierarchy provides the customisable classification for a Document Type. Access 'Category Hierarchy' from the System Setup - Documents - Category Hierarchy menu.

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Use the [+ New Template] button to create a new email template or click on the respective template name to edit. Although an email template can be shared across document types it is recommended that a separate template be created for each document type for clarity. Access 'Document Type Email Templates' from the System Setup - Documents - Register Email Templates menu.

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The Document Type associates the respective element for the type. Access 'Document Register Type List' from the System Setup - Documents - Register Type menu.

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Now, the Question and its attributes are directly specified when setting up the template to provide a much simpler setup. The data structures are retained and the application auto-creates the required Question record in the background. This ensures that the new process is completely backwards compatible to any existing datasheet templates.

Feature Revisions

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Contracts

• Forecast -
  • An issue where the Actitity Comments were being cleared when performing a Refresh is rectified.
  • Comments, Reviewed and Complete columns can now be hidden via Grid Management without errors occurring on the Forecast.

Jobs

• Job List - Plant job will no longer display under the Job List. They are displayed on the Plant List where the relevant job attributes are available on the Plant Details - Details tab.

• Job Work Centres - changed the following forms to show the Job Work Centre description, instead of the standard work centre description (Plant Assignment, Plant Assignment Bulk, Job Procurement List, Job Procurement, Purchase Requisition, Docket List and Output Entry.)

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• Subcontract Claims List - Correct a display issue where the latest status was not being displayed arising from admin intervention of the workflow.

• Subcontract Claim - Using Grid Management - hiding quantity columns is to hide Quantity columns will no longer breaking break the percentage column in the Work Orders tab. 

Daily Diary

• Daysheet :-
  
  • The Work Centre field is now showing the Code and Description in the picker. 
  • When the date is typed in or changed it will save in the correct format.

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• Crew Timesheets - Ensured that invalid shifts cannot be entered.

Plant

• General - An issue where inactive plant was being displayed in the Plant Picker is resolved on 
  • Plant Issue Batch Entry
  • Timesheet Entry / Plant Dialog
  • Daily Diary Plant Issue

Leave

• My Leave Requests, Leave Administration and Bulk Leave - treat null in Total Days as 00d00h.

Integration

MYOB Accountright

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• Enabled Other Expense and Other Income GL accounts to be imported into Workbench.
  

MYOB Advanced

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• When creating Projects out of Jobs, add a default task with with ID and description hard-coded to “NONE”
• Only export jobs that have a group named ‘MYOB Advanced' under category 'Export’.

Workbench API

• Expense Claims are now accessible through the API. The standard methods are available:

  • ExpenseClaimListApi

  • ExpenseClaimDetailApi

  • ExpenseClaimDefaultsApi

Reporting

New Reports

• wbBudgets006 - Job Budget Report - A new Job Budget report has been provided.

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