Workbench Release Notes:
General Release 4.5.
1920.
27
Scheduled Release - 13 December 2021
Contract Forecast using Production Measures:
Adjusting a Forecast from Production measures was not working in some cases and this 16 January 2022
Integration
MYOB Account Right
Subcontractor flag in Workbench was being cleared when doing a Company import from MYOB to Workbench. This has been rectified.
Upvise
Upvise Purchase Order Numbers setting was in some cases not exported to Upvise. This has been rectified.
Beta Release 4.5.
1920.1
Scheduled Release - 06 December 202110 January 2022
New Features
BillingQuotes
New Calculation column on Cost Sheet lines:
Debt Management: This features provides the ability to follow up outstanding Job invoices and add notes against a Job invoice, to be able to track any communication with the client or reasons why the invoice is still outstanding.
The Outstanding value is now a hyperlink. Use this standard feature to navigate to the new Debt Management screen. The filters can be used to get a list of those outstanding > $0. This is also accessible from the Perform button within the invoice.
Multiple notes can be recorded against each invoice.
A Note type for Job Invoices must be created to be able to add a Note. Multiple Note types can be created. Not compatible with Debt Management from MDE.
Feature Revisions
General:
Licence update: Project Manager and Finance licences now include Expense Claims.
Legal Centre: A new link has been added under the user profile that navigates to Workbench website where you will find all the End-User Licence Agreement, legal information related to our products, services and websites.
Jobs:
Job Financials Budget values: All Budget values in Job Financials reflect all values from “in Forecast” budget types (same as in Job Summary).
Job Enquiry: On Transactions tab, links to the timesheets that originated a Plant issues were not working. This has been rectified.
Dockets and Daysheets:
Timecodes on Timesheets: Time code options for selection were not being displayed after a new line was auto-populated with a default activity that required Time Codes. This has been rectified and Time codes are now available for selection.
New Daysheet report: a report displaying all the various types of data recorded on a daysheet can be printed from within a Daysheet. Transactions included:
Header - Date, Sequence, Person, Job, Comments
Dockets grouped by line type (Fuel Receipts, Labour, Materials, Plant, Subcontracts)
Timesheets
Plant
Stock
Outputs
Subcontracts:
"Enforce SubContract Claim Comments" Setting:
When a subsequent claim was created where the first claim had a Comment populated (due to Claim v Certified disparity), on saving, even though the claimed amount was being certified, an error message was being displayed and the system was expecting a Comment to be entered ("This claim cannot be approved until the claimed line with a Not Certified amount has a Not Certified Reason"). This has been rectified.
Purchasing:
AP Invoices:
AP Invoices from inactive suppliers can now be searched for. Filter picker allows inactive supplier.
Changing AP invoices in a Closed Batch has now been disabled.
Profit Centre Security can be enabled on AP Invoices (AP Invoice Edit screen and AP Invoice Enquiry screen) using the new control parameter AP Invoice List uses Profit Centre Groups. When this is enabled (Yes), users that have access to all of jobs’ Profit Centres in an AP Invoice, will be able to open the document, otherwise a popup warning message will be displayed instead: You do not have access to this page.
Timesheets:
EBA Interpreter performance has been enhanced to avoid time outs in those cases where large amount of timesheets are being processed.
Quotes:
Enhancements:
%Won is now editable after approving a Quote.
Job code validation is performed when creating a Budget from an accepted Quote.
Cost Sheet Details field now supports a larger text size.
Service Desk:
Service Logs simplified General tab:An alternative General tab design has been created more suited to reactive work: omits Service Agreement, Asset, Contact details.
It is enabled with setting Log Maintenance Tabs and the keyword is GeneralAlt:
Month End:
Posting Dates on AR and AP Invoices:
For those financial systems that support Posting and Invoice Date (excludes Xero and MYOB ARccountRight, as these systems don’t support different dates for Posting Date and Invoice Date):
Posting Date on the financial system for AR/AP invoices is the invoice date, as long as that is in the batch period. Otherwise the Posting Date has changed to follow the logic below:the 1st day of the batch period if the invoice date is in a prior period, or
the last day of the batch period if the invoice date is in a future period.
Integration
Business Central
A new field has been added in Business Central integration page - AP Credit Memo Reason Code. This will be used to populate the Reason Code in Business Central when exporting AP Credits (Vendor > Ledger Entries > AP Credit)
GST rounding on AP Invoices: To make sure that an invoice total amount inclusive of tax/gst exported to Business Central is always the same as in Workbench, the amounts exported from Workbench are inclusive of tax/GST.
MYOB Advanced
Handling # on exports: Workbench can now handle a # on supplier AP invoice numbers and/or a # on Supplier AP Account when exporting AP invoices/AP Credits.
Validating Wrong Financial Period on Export: UTC conversion of dates when exporting to MYOB Advanced was causing the wrong period to be validated. This has been rectified.
Upvise
Upvise Companies & Contacts Syncing split:
On the Upvise integration configuration screen the combined export of Companies & Contacts has been split into two independent exports:
Companies into Clients and Suppliers,
People into Contacts and Employees.
There are also new settings to control what type of entities are synced within Companies and within People:
Upvise Companies Sync Basis → Clients, Suppliers, All
Upvise People Sync Basis → Contacts, Employees, All
Default if no value is populated is All.
| Info |
|---|
If Companies & Contacts code was enabled previously, both flags, Companies and People , will be enabled after upgrade to this Release version. |
Docket Dates:
When syncing docket lines from Upvise, the Docket date will be sourced from the following dates in this order of priority: Tran Date,
then Daily Diary date,
then Submitted date.
This new column can be used to enter a calculation, which the system will use to populate the Quantity field. When an math expression is added to this field, the Quantity field becomes read-only, for data integrity purposes. Commonly used for surface calculations.
The column is hidden by default and can be enabled from Grid Management.
Feature Revisions
| Note |
|---|
A new permission Voucher GST Edit, has been created for AP Vouchers, to allow/disallow GST Value editing. More details in Purchasing section below. |
Jobs
Resource Forecast:
When creating subsequent Resource Forecasts after the one for the initial period, there were duplicate lines causing the quantities entered to change after saving. This has been rectified and data will be automatically fixed where necessary.Debt Management:
A default Note type has been created in order to use Debt Management without any pre-configuration required. Any additional custom note types can be created from ToDo Note Types.
An error was showing on existing Job Invoices when trying to open a Debt Management Note. This has been rectified.
Timesheets
EBA Interpreter: The order in which the time transactions will be processed by the EBA Intepreter is now also sorting by Start Time of each transaction, if it exists.
Purchasing
AP Voucher List:
PO Number filter now works when searching for a PO on vouchers with multiple POs.AP Voucher line total and voucher total not matching on an approved Voucher:
Two particular scenarios were identified where after the Voucher has been assigned for approval, and the Approve button is showing, the voucher could be approved after adding a Stock issue or a Docket line that made the lines total and voucher total be different, but still approval was allowed.
This has been rectified, and the validation is successfully executed on approval, even after adding a Stock Issue or Docket line when the voucher is waiting to be approved.Cancelling an AP Voucher with docket lines:
When cancelling an AP voucher with associated docket lines, the user now will see a warning message advising to first remove these docket lines before the AP voucher can be cancelled.AP Vouchers GST value edit:
A new permission has been created to allow AP Voucher users to edit GST Value on This Voucher Tab. Permission name: Voucher GST Edit
If user does not have this permission, the GST Value will be calculated by the selection of the GST Type, and cannot be edited.
If user does have the permission, the GST value is still calculated based on the the GST type selection, and it can also be edited/changed.
The permission has been added by default into the "General' role, which is applied to all Workbench users. This change will not affect any existing users. However, if users should not be allowed to edit GST on This Voucher Tab, this new permission must be removed from 'General' role, and added manually to any other roles that are allowed to do so.
Service Desk
Service Logs enhancements:
Log List default filters have been removed.
Materials tab and External Plant Tab have been removed. Instead, we have added Dockets tab, where materials and external plant can be entered using a Docket Schedule on the job.
Logs on Job Enquiry:
A new tab Logs has been added to Job Enquiry. This tab only appears if there are existing Logs on the Job. Columns can be managed from Grid Management.
Logs option has been removed from the Job ellipsis menu.
Logs on AP Vouchers:
On AP Vouchers, when searching for a log, now Job Code can be used as a filter. And also on the Log search popup screen Job Code and Job Description have been added for clarity.
Once a log has been selected on a voucher, the Job Code is populated on any voucher lines with the job from the log.
Upvise Jobs - Workbench Service Logs synchronization:
when using Upvise Jobs, which are the equivalent to Workbench Logs, and the logs are synced to Workbench the Notes on the Upvise Job will be imported into the Workbench Log’s Notes tab.
all Upvise Forms attached to the Upvise Job will come through as pdf Attachments to the Service Log in Workbench.
Any attachments on an Upvise Log or attachments on a Form for the Upvise Log, will be synced to the Workbench Log.
Statuses: Workbench Logs and Upvise Jobs statuses don’t match exactly. In Logs List you can filter using Workbench Workflow Status. There is the option of using Language Translation feature in Workbench, if you want to display the Upvise status eequivalent. Status mapping bellow:
Upvise | Workbench Workflow Status (without translations) |
|---|---|
Unassigned / Open / Owner blank | Allocated |
Assigned / Open / Owner set | Allocated; Allocated To |
In Progress Check In / Checked In / Owner set | In Progress |
Paused / Paused / Owner set | Paused |
Completed / Completed / Owner set | Completed |
Service Logs billing enhancements:
Expose the Log No on the Details section of the Job Invoice screen.
Log completion details default to the invoice header details.
Allow a log to be billed more than once.
after a log has been billed the first time, the Invoice button remains enabled.
only unbilled transactions are available for billing on subsequent invoices.
invoices on a log show as a list as a list in a small grid, rather than a single hyperlink
Month End
Export Control:
Improved exception handling when exporting batches and an error is thrown by the ERP system. The batch will not stay in 'In Progress' status and it will display the exception error message back to the user.
Inter-Company Credits: Apply No on Inter-company AP / AR Credits is not populated any more, in order for these Credits to be successfully exported.
Utilities:
New utility to change a Batch date and/or Period - wbUtilityChangeBatchDate
This utility changes the date of an unexported batch if the period is open. It also changes the periods of related transactions.
New Control Parameter to auto populate Batch reference:
Control Parameter "Batch Reference Template":
- Default value: [Type]-[YP]
- Valid values: [Type], [Mon], [YP], [PersonID]
Administration
Application Access - Standard Site map profile: Mobile Purchase Orders menu has been moved just before Mobile Inwards Goods menu, to keep the order in a logical way.
Integration
Business Central
AP/AR Invoice Batch Export Error:
When exporting an Invoice, and the invoice is successfully posted into Business Central but there is an exception error thrown by Business Central, the error message is logged in Workbench, and the invoice stays in BC. Workbench was previously trying to delete it but BC does not allow to do so.
MYOB Advanced
Clients import to Workbench: Clients (companies) imported into Workbench were only imported into the first finco defined in the Financial Company attribute in MYOB. Those clients with multiple fincos on this attribute, will now be imported into each finco on that list.
SAP B1
Payment Terms on Companies import: When importing a supplier from Business Central to Workbench, with payment terms ‘End of Next Month', Payment Terms Type in Workbench will be set to 'Last day of the following month’.
Import Payments from previous SAP integration:
Invoices that were exported using the previous SAP integration, can now have their payments imported into Workbench using the new SAP B1 integration (API).
Upvise
All Workbench transactions originated from Upvise Daily Diary, will have the Upvise Daily Diary Form ID on the imported transactions in Workbench (Timesheets, Plant Issues, Stock Issues, Dockets, Job Outputs).