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Nelson Leong

Nelson Leong

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Beta Release 4.4.20.15

Release 16 Mar 2020

New Features

AP Voucher - Extract Multi Finco Suppliers

Data extraction is enhanced to support contexts where suppliers are servicing a multi finco environment. Previously the use of only the tax number to identify the supplier resulted in an ambiguous result where the user was required to select the appropriate supplier record.

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A. Where there are multi Financial Companies in use, the Data Extraction mapping now includes an ‘Invoice To’ field.

B. The invoiced / billed party on the invoice image should be mapped to this field.

C. On saving the supplier record is now determined by:

(blue star) the supplier GST Number matching the Tax Number, and

(blue star) the supplier Financial Company Description matching a portion of the Invoice To

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Feature Revisions

Timesheets

  • Timesheet Entry - The Activity pickers have been updated as inactive activities were being displayed.

Purchasing

  • Purchase Orders - The ‘Line Code’ picker has been enhanced to exclude irrelevant catalogue types and now only displays stock catalogues.

  • Image Documents List - Corrected an integration issue on the self-service renewal of the Data Extraction Plan.

  • AP Voucher - To improve backward compatibility with MDE style value based PO line i.e. where the qty = 1 although irrelevant, dragging a scanned line(s) with a zero (total) qty will set set the PO Line Qty to 1; and if the scanned value is equal or greater than the PO Line value then the Line Complete will auto-tick.

  • AP Voucher Credit - The ‘Apply to AP Invoice’ picker on the ‘Invoice Lines’ tab now also supports selection of an AP Invoice still at voucher stage i.e. an unapproved AP Invoice. Note un-applied credits are entered as manual lines on ‘This Voucher’ tab.

  • AP Invoice - An issue where a user is able to override the default GST Type without selecting a specific GST Type is remedied.

Jobs

  • Job Templates - The mandatory indicator (*) has been updated to clarify the actual fields required.

Job Costs

  • Job Adjustment Batch Detail - Adjustments may now be specified in foreign currency. A control parameter ‘Use Foreign Currency’ will be initialised to Yes should you have foreign currencies defined. This flag allows a foreign currency to be selected, that also displays the respective exchange rate. The domestic currency is default. Adjustment values are then specified in the stipulated currency.

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Billing

  • Claim Based Get Sales - The ‘Rate’ has been displayed for the schedule, and we can now move between lines using Ctrl+Up/Down.

  • Bulk Create AR invoices - A Job Outputs status was not aggregated into the value displayed as ‘To Invoice’, and this display issue is now rectified.

Subcontracts

  • Subcontract - The Datasheets tab now support creation of new datasheets and navigation to existing sheets.

  • Subcontract Claim - Corrected an error when displaying the Report Viewer due to an uninitialised 'ValueAsRecorded' field.

  • Contractor Daysheet - The duplicate Docket Number checking is enhanced.

Work Breakdown

  • Work Centre - The 'No Change to Work Centres' ctrl param is now supported and if set to Yes then only the Activity Group default Work Centre is valid in any Work Centre picker suggestion list and search popup. 

Daily Diary

  • Time & Plant - An error that occurred on saving when the ‘Plant Item Ext’ column is hidden is rectified.

Plant

  • Plant Assignment Bulk Issue - An issue where Plant Stand Downs were not correctly recognised is rectified.

Stock

  • Non-Stock Default Cost - The default cost for an item can now be set per non-stock location from the Stock Item popup Locations tab; and if the location cost is not defined (blank) then the standard cost on the item is used.

  • Stock Issue Batch Entry -

    • This has minor enhancements to column order, additional display of Units, and auto population based on the previous line.

    • An import procedure is now available for Stock Issues with a supporting MS Excel template.

  • Stock Transactions - The specialised ‘From Stock Period’ filter used to display transaction from the last Stock Close Out has been deprecated in favour of the standard Period filter displaying the Close Out as an Opening position for its following period.

Lists

  • Company List - The pagination counter now resets when a filter is applied.

  • Company - The Datasheets tab now support creation of new datasheets and navigation to existing sheets.

  • My Approvals List - The daily reminder email has been enhanced to list all the action types that display in My Approvals; the additions being items to Edit & Submit i.e. manually assigned.

General

  • Signature - The signature input window has been resized to better accommodate long signatures. It was previously styled for initials only style signatures.

  • Workflow Delegation - Delegation is now available on all workflow based approval processes; where previously it was only supported on Purchase Requisitions and AP Vouchers. Delegation allows for a specific document type assigned to User A to also be made visible to an alternate User B via their My Approvals List for a duration. Any action by the alternate user will be based on their own mandate (limit) for that document type.

  • Validation Errors - Validation errors that do not auto disappear from view now have an explicit close icon on the message box.

  • Email Signature - Addressed an issue preventing email signature being auto included in Office365 integrated environments.

Administration

  • Data Import List -

    • Jobs Import - A new import is available for bulk loading jobs.

    • Budget Lines With Job Work Centres - The length descriptor for Job Code was corrected for ‘Budget Lines With Job Work Centres’.

  • Security - Workbench now supports all three authentication types for APIs:

    • Basic – when Forms or Office365 is enabled

    • Bearer – when Forms or Office365 is enabled

    • Kerberos – when Windows Authentication is enabled.

    Kerberos authentication is required for on-premise Windows Authentication sites, but it’s not compatible with OWIN (Basic and Bearer). When we enable Kerberos, workbench automatically disables Basic and Bearer authentication types.

Integration

Payroll

  • IMS payroll export script now cater for the control parameter ‘EBA Mode’:

    • If EBA Mode  = 'Payroll' then source Payroll export transactions from Payroll table.

    • If EBA Mode  <>  'Payroll', use the current logic from JobTransactions table.

Upvise

  • Work Centre's now sync to Upvise with a combination of Work Centre Code + Work Centre Description. Product issues in Upvise related to dockets synchronise the description back to the details field in Workbench.

  • Setting a 'Default Job Code' on the Plant Location now automatically allocates equipment in Upvise to a project. If the Job Start/End dates are NULL in Workbench the Job Created Date is used for the Start Date In Upvise and the End Date is set to one year after the Start Date.

Reporting

Reporting Revisions

  • Report Dashboard - Report Categories have been introduced for grouping reports rather than using the Report Types that are a technical parameter definition.

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