Workbench Release Notes:IN PROGRESS

2022 Q1 Product Update

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General Release 4.5.25.4

Scheduled Release - 28 March 2022

Beta Release 4.5.25.1

Scheduled Release - 21 March 2022

New Features

Stock

Purchasing Units for Stock (Beta Feature):

This new feature allows users to purchase into Stock, items in one Unit of measure, and on receipt in Inwards Goods, the quantities on the Stock location are saved in a unit of measure that will be used to issue the item to Jobs.
For example, I purchase cable in rolls of 100mts each, I receipt these rolls, and this cable can later be issued to Jobs by the meter. The Stock quantity equivalent to the purchased quantity of the item is stored in a new column called Stock Multiplier in the Purchasing Catalogue lines.
If Inwards Goods are registered for Catalogue Lines which have a Stock Multiplier and relate to stock items, the received quantity is multiply by the Stock Multiplier to give the quantity to receive into stock (stocking units).

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Billing

• Input billing - new Markup% column:
  A new Markup% column has been added to the Get Sales grid for those Input based billing jobs, as a calculation based on the Selling Value vs Cost Value.

When the Markup% is entered manually, the Selling Rate and Selling Value will be recalculated based on this %. It is hidden by default in grid management.

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Feature Revisions

General

Performance optimisation on the areas below areas:

• Job Enquiry - Details and Transactions tabs.

• Vouchers - document image list.

• Purchase Order List.

Jobs

Dockets and Daysheets

Purchasing

Subcontracts

Plant

Timesheets

Quotes

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Dockets and Daysheets

• Daysheets Timesheets:
  A few enhancements and fixes have been done:

  • Fixed Primary key error message when entering more than one time line for a Person that did not have existing time for the current week.

  • Removed Time Code validation when the Time Code column is hidden from the grid.

  • Added steps to run the pricing routing on every line after saving the Daysheet, to ensure all lines have the correct Retail values after changes have been made to the original lines.

• Outstanding on Docket POs:
  When a docket PO line has been fully “consumed” by Dockets (i.e. the total Quantity on Dockets is greater or equal to the PO Line Order Quantity), the PO Outstanding values will now be set to zero and the PO line will be marked as Completed.

  Subsequently, the PO line will no longer be available for selection on the Docket entry screen.

Purchasing

AP Vouchers

• AP Vouchers list - Is MDE filter:
  This is only relevant for clients that have migrated from Workbench desktop version (MDE) to Web Workbench. The AP Vouchers list by default it does not include MDE vouchers. Use the Is MDE = yes filter to see MDE vouchers, until you have completed your migration.

• Default tab when opening a voucher:
  The default tab when opening a voucher is now based on the rules below:

  • If voucher lines exist, then open Voucher Lines tab by default

  • Else open PO Lines tab by default

• Workflow schema matching when Voucher lines are docket lines only:
  

  Image Added

When a Voucher has Docket lines only, the Job Code to be used to match a Workflow schema will not be the Docket Accrual Job. See screenshot as an example.

Subcontracts

• Line Completed on Subcontract Claims:
  The check box will be automatically ticked when the absolute Certified To Date Value is greater than the absolute Commitment Value. User can untick if desired.

• Subcontract Claims approval error:
  When approving a Subcontract Claim with lines that have not been reviewed (certified = $0 without Comment / Reason) an error will now popup to prevent this from happening.

• Approvals:
  When using Standard approval mode for Subcontract Claims (as opposed to Workflow), the default approver is now controlled by a new Control Parameter ‘Default Assigned Approver’ with [Default | None] as options
  
  1- Default will set the Assigned Approver to the subcontract administrator (if any) else job manager, else no default. The person must be in the approval list, hence have an approval limit and be active.
  2- None will leave Assigned Approver as blank.

This applies to the Subcontract Claims and Subcontract Claim Attachments popup.

Timesheets

• EBA - Job tags:
  Daily allowances from JobTags were only occurring for the first job of the day. This has been rectified and daily allowances are generated for any given job for the day that matches the EBA rule.

Expense Claims

• An error when saving attachments on an Expense Claim has been rectified.

Service Desk

Enhancements:

• Enable JobTransactions to be transferred to other logs:

From Job Transactions Transfer screen, logs can be transferred from one job/log to another job/log.

There are new “From Log” and “To Log” selectors on the Job Transactions Transfer screen which are hidden if there are no Logs in the database.

• On the Service Log screen

  • A new button “Transfer Transactions” has been added to open the Job Transactions Transfer screen in a new tab, and pre-populate the From Job and From Log controls.

    Image Added

  • Standard Outputs can now be generated from the Outputs tab on a log.

  • New permission “Reopen Service Logs” to enable/disable Reopen button. This will reset the workflow status to Allocated except for logs in Entered status.

  • New field Arrived Date / Time on GeneralAlt tab.

  • On the Stock Tab, the Stock Location is now always defaulted to the default location for the Allocated To person, even if that is not a valid location for the selected stock item.
    As long as the Quantity on the line is negative (i.e. it is going in to stock) the transaction is allowed, with a location which is not specified on the item and is recorded like a Stock return.

Resource Scheduling

Report Resource Schedule Gantt (wbresourceschedule001) has been deprecated and will not be installed on new Workbench instances.

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Export Control:

System Setup

Administration

Integration

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Integration

Business Central - Wiise

• New Environment setting: To cater for companies that have multiple Environments (i.e. Production, Test), a new setting has been added to identify the instance Workbench is connected to.
  

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• Batch type with more than 10 characters:
  Batches with a batch type name with more than 10 characters (i.e. Stock Value), were erroring when being exported. This has been sorted.

Upvise

New Equipment Record Matrix:

Form name: Equipment Record

Form Purpose: Use the equipment record to keep track of Equipment Documents for plant items.

Examples of documents are Registration certificates or Certificates of inspection.

Functions:

• Equipment records will be linked to Equipment items in Upvise

• Equipment Matrix to keep track of expiring documents

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