Workbench Release Notes:
General Release 4.5.17.3
Scheduled Release - 15 November 2021
HotFix Release 4.5.17.2
Scheduled Release - 08 November 2021
Addresses an error when saving new Job Budgets. This was caused after a change was made on this version to recognize the Budget Input Type from the Input Type on Cost sheets, on those cases where the Quote Cost sheet was turned into a Job Budget.
Beta Release 4.5.17.1
Scheduled Release - 08 November 2021
Feature Revisions
Licences:
Contracts licence - Production measures is now included.
General:
Attachments: Drag & Drop feature to attach files on approved POs was not working and it has now been rectified.
Jobs:
Job Enquiry - Job Summary: Markup % column was not calculating properly and has been rectified. Reminder: this column toggles from Markup % to Margin % based on Control Parameter Job Margin Display
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CP Value for Job Margin Display
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Label
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Calculation
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Sell
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Margin %
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Margin/Revenue*100
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Cost
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Markup %
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Margin/Cost*100
Resource Forecasting: Job Work Centre descriptions are now displayed in the Forecast Plant and Forecast Labour Work Centre filters. It was previously displaying standard Work Centre descriptions.
Daysheets:
Plant Issues' Work Centre:
Where they exist, Job Work Centres are now displayed for selection.
The default Work Centre presented on plant issues entry is now validated against Job Work Centres for the Job.
Timesheets’ Plant issues: The Year/Period on plant issue transactions added from a Daysheet Timesheet line, is now defined by the transaction date (daysheet date), and not by the Timesheet Week Ending date.
Subcontracts:
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Work Orders: 4 decimal places on Quantity and Rates are now allowed Work Order lines.
Stock:
New report: Stock Reconciliation Report - Reconciliation type report showing stock posting to financials for the specified FinCo and Year/Period. It is recommended to run it after the Stock Period Close Out process has been run and compare to the Stock Valuation Report to make sure they balance.
Billing:
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A data update script will populate this column where is populated on the schedule but not the claim line for backwards compatibility.
The following existing reports will display the recorded status on the Claim lines:
“Contract Claim Schedule by Line Status” (wbContractClaim012)
“Detailed Payment Claim Certificate by Line Status” (wbContractClaim015)
“Payment Claim Certificate / Invoice by Line Status“ (wbContractClaim016)
Unexport utility and workflow status: After running the unexport AR invoices utility (wbUnexportAPARInvoice) the workflow status is now reset ready to be submitted again (it was previously changed to Approved), and the Invoice status is still being changed to ENTERED (this behavior has not changed).
Quotes:
Further enhancements:
Job Budget created from an approved quote:
if the quote input is set to Revenue & Cost Element, the revenue line description in the budget now displays Job Work Centre description.
the budget grid is now defined by the Cost Sheet Input type: At Activity, Work Centre, At Cost element, At Revenue & Cost Element.
Time Codes on Cost Sheets: The entry of Time Codes has been enabled on labour lines, in both the At Cost Element and Revenue & Cost Element grids.
Line Code and Activity selection:
On Cost sheets Item lines, purchase activities are now available for selection (in addition to stock activities).
Line code selection pop up: for the Description filter the default operator is now 'Like'
Display activity type and sub type on Activity popup menu:
Corrected paging on Activity picker popup. Page number is reset to 1 on each page open.
Service Desk:
Service Logs: All Job Transactions generated from a Log have a link back to this log. In some cases Plant issues did not have a link to the log that originated them, and this has been rectified.
Integration
Upvise:
Time Codes in Timesheet entries: When syncing timesheet lines from Upvise to Workbench, a Time Code is populated if it is not provided by Upvise, where the CP ‘Default Time Time Code’ is populated and is valid for the timesheet line.
Uses same logic as Workbench time entry for valid timesheet lines
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Checks if activity uses time codes.
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Checks if the time code has any generic line or line for the activity/employee class.
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Will prioritize the time code selected on form if that is provided.
A warning will show in sync logs if the time code is invalid and will import the timesheet line with no Time Code.
MYOB Advanced:
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In some cases AP Credit’s attachments were not being exported to MYOB. This has now been corrected.
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Workbench Release Notes:
Sharperlight Data Model Update 2.4.0
An updated data model is now available. It will be automatically released to AWS hosted sites.
It has a number of changes including:
Added new tables for: Resource Forecasting, Serial Numbers, Plant Assignments, SyncLogs
Added Daysheets (DocketHeaders) table with related data
Added new columns to various tables
Fixed Docket Commitment flag on Purchase Orders
Using vwJobActivityWorkCentres view as source for Job Activities table
Hotfix Release 4.5.18.4
Scheduled Release - 03 December 2021
AP Vouchers:
AP Invoice Image panel incorrectly sized issue has been rectified.
General Release 4.5.18.3
Scheduled Release - 29 November 2021
Beta Release 4.5.18.1
Scheduled Release - 22 November 2021
Feature Revisions
Jobs:
Job Budgets:
A new column SequenceNo has been added to budgets.On the Revenue and Cost Element mode, the cost lines under each revenue line will have their own sequence 10, 20 30...
Default sequence numbers are automatically populated for new lines in increments of 10.
Contracts - Budget filters:
The Description and Client Reference filters on the Budget tab of a Contract returned an error when using the "like" or "starts with" operators. This has been rectified. They are now not case sensitive.Client on a Job Contract:
The client on a contract should always be the same as the client on the contract job for this reason we have made the Client on the Contract read only.
If the Client changes on the Job, the client on the Contract will be changed automatically.Existing Contract reports have been reviewed and as a result we are not installing the below list on new Workbench instances:
-wbContractClaim001 - Contract Claim Schedule by Output Code.
-wbContractClaim004 - Payment Claim Invoice Preview.
-wbContractClaim006 - Payment Claim Certificate / Invoice.
-wbContractClaim007 - Invoice / Payment Claim Certificate
-wbContractClaim016 - Payment Claim Certificate / Invoice by Line Status
-wbContract005 Contract Budget Revenue
-wbContractScheduleReport001- Contract Schedule Report (MDE). References MDE, not needed on new installs.Contracts - Resource Forecasting:
A new control has been added on Labour and Plant Forecast screens, that allows users to reset to zero the values on ALL rows (even if the are collapsed and not visible on the screen) for a a specified weekending column.This is primarily to cater for when Actuals start overlapping into the forecast.
Contract Claim reports: All of the Contract Claim reports (run from with in a Contract Claim), have had the field Claim Date updated to reflect the actual Claim Date rather than the Invoice (posting) Date, as it was before.
Subcontracts:
Messages tab con subcontracts:
Message history was not being displayed. This has been rectified.New Claim attachment:
When creating a new claim attachment from Subcontract Claims screen, the selection of subcontracts for the supplier is now excluding any subcontracts for jobs which are closed or finalised.Subcontract Claims status:
When not using auto-batch after approval on Subcontract claims, the status was not being displayed correctly for an Approved claim in Subcontract Claims. This has now been rectified.
Timesheets:
EBA Payroll transactions:
Recost/reprice utility now includes all Payroll transactions generated by EBA Interpreter (EBA in mode = 'Payroll')Timesheet report - wbTime005 - Time report with Disbursements and Allowances. When having more than 1 plant issue on a line, the total time hours were not calculating properly, and this has been rectified.
Quotes:
Enhancements:
Improved filters when copying existing Cost Sheets into a Quote:
Quote Number filter is now optional,
changed filters to the Workbench standard layout,
new columns displayed: Quote Code and sequence.
new Client filter and new Cost Sheet description filter.
Month End:
Inter-company enhancements:
CreditsOn Inter-company batch generation, when the AR and AP invoices turn out to be negative, the system will create them as AR or AP Credits and are put in the correct batch type.
Same for negative contract claims, the system will automatically create them in an AR Credit batch.Invoice Numbers
To facilitate matching of payments in the financials, the system now populates the Inter-company AP Invoice number with the invoice number of the corresponding AR Invoice.
GST
When generating Inter-company for AP Invoices, the GST is now applied according to the GST values and Tax Codes on the source invoice.
Inter-company reconciliation report
A Reconciliation type report listing the batches which have had inter-company generated, and showing the batch number and export status of each of the related inter-co AP Invoices. This report can be run from Management reports under Job Reports.
System Setup:
General:
GST Types: a new editable column Reciprocal Code has been added. This is used to determine the output code corresponding to a given input code when generating inter-company AR invoices.
Integration
MYOB AccountRight:
Tax Code on MYOB GL Journals: Tax code is updated in MYOB when there is a Tax Code in the Journal transaction in Workbench.
Business Central:
Syncing of AR Receipts and AP Payments from Business Central to Workbench has been enabled.
Vendor/Customer names:
A new custom extension has been created in Business Central that gets Name 2 of a vendor/customer.
In Workbench, when the extension is installed in Business Central, vendor/customer name is mapped to Name1 only if Name2 is not set.
Xero:
Import process from Xero to Workbench has now an automated schedule. The sync can still be triggered manually when needed with the Import button on the Xero Integration screen.