Workbench Release Notes
General Release 4.5.
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41.3
Scheduled Release - 24 October 2022
Upvise
Enable sync for Stock issues back to Workbench for Stock issues from the Equipment Stock Issues forms.
Hotfix Release 4.5.40.2
Scheduled Release - 19 October 2022
Login error:
Some users were getting an invalid error message when trying to login. This has been rectified.
Error message below: 'Login code is found, however this login code does not support this type of Authentication'
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07 November 2022
Beta Release 4.5.
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41.1
Scheduled Release - 17 31 October 2022
Feature Revisions
Jobs
Job Budget Line sequence in reports:
Job Budget reports have been enhanced to use the Job Budget Lines sequence, to dictate the order in which those lines show in the reports (wbJobBudget001, wbJobBudget002, and wbJobBudget003).Job Enquiry:
Logs tab:
Export to Excel option has been added on the Logs tab.Financial Summary tab:
The selection of a period using the pencil (typing a period) rather than selecting from the dropdown was not working before, and this has been rectified.
Job Contract - Bonds:
Bond Number field has been increased to 50 characters for Contracts and Subcontracts Bonds.
Contract Forecast - using Cost Category:
Users can now drill into Uncommitted and Risk Adjustment from the hyperlinked values on each Cost Category. This will display the popup screen where any activity in the cost category can be selected for adjustment, similar to how it works for Work Centres.
Purchasing
AP Vouchers:
Support the payment of Withholding Tax Payment to the Tax authority:
In this cases the system will not validate that the line using the Withholding tax Activity is negative. It will only allow the use of the Withholding activity with positive values when all lines in the voucher are WHT activity.AP Voucher - duplicate Stock receipts in This Voucher tab:
A display issue where Stock receipts were showing duplicated in This Voucher tab has been rectified.
Purchase Orders:
PO lines remaining quantity and Cost:
The details on a PO line that reflect the remaining quantity and remaining cost was not taking into consideration Docket entries, so the remaining values were not correct. This has been rectified.New tokens available to be added to PO email templates:
Supplier contact first name - $POContactFirstName
Job code (first PO line) - $JobCode
Job Name (first PO line) - $JobName
Site Address Details - $SiteAddress
PO purchaser name - $PurchaserName
PO purchaser Mobile Phone no - $PurchaserMobilePhone
PO purchaser Business Phone no - $PurchaserBusinessPhone
PO purchaser Company Postal Phone no - $PurchaserCompanyPhone
PO purchaser Home Phone no - $PurchaserHomePhone
PO purchaser email - $PurchaserEmail
PO purchaser job title - $PurchaserJobTitle
PO Number - $PONumber
PO Date - $PODate
PO required Date - $RequiredDate
PO Comments - $POComments
PO Reference - $POReference
Activity Validation when copying PO Lines:
The activity validation was done against the Job’s Budget activity group, rather than the Job’s Cost activity group. This has been rectified.
Stock
Cost price for Non-Stock items:
When creating a Stock Issue for a Non-Stock item or when re-costing it, the system now uses Standard cost irrespective of the Stock valuation method defined on the Control Parameter. For non-stock there is no Stock on-hand quantity, so average cost is meaningless.
Subcontracts
Subcontract Claims - zero claimed, > 0 certified:
The system now allows users to save a Subcontract Claim that has a $0 claimed value but has a greater than $0 certified value. There will be a warning on saving but the user can go ahead and save and approve.Work Orders Period:
If the date on a Work Order is changed, the corresponding period is now also changed as long as it is open for Purchase Orders.Previously only worked for new Work Orders.
Plant
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Timesheets
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EBA Profiles - Allowances:
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Billing
Contract Claim Job Invoices - Due date earlier than Posting Date?
In some cases due to a delay in the Approval of the Job Invoice or due to very short payment terms, etc, the Due Date of the Invoice is before the Posting Date. In those cases, the system will use the Posting Date as the Due Date when exporting to the financials. This is applicable for all financial integrations. The Due Date on the Job Invoice itself is not updated.Contract Claim Schedules sequence number on reports:
The following Contract Claim reports have been updated to support the new Claim Schedule Sequence Number to allow for custom display order of these Schedules.wbContractClaim002
wbContractClaim012
wbContractClaim005
wbContractClaim015
Job Invoice Discussion link:
An email is automatically sent to the message recipient when a message is sent from a Workflow| Messages popup screen. This email has a direct link to the Job Invoice but the link was not working. This has been rectified now:
Month End
Processes - Changes to WIP Generation:
WIP records will not be created where jobs are finalised.
Existing WIP records for the period will be removed even if they are in other batches.
System Setup
Jobs:
New screen to create and maintain Contracts and Subcontract types:
Administration
Editing Users data:
The existing permission 'Edit User Security Data' enables a user to edit all fields in the 'Main', 'Application Access', 'Roles', and 'Settings' tabs. However, Login Type and Reset function were still available if a user did not have these permissions. This has been changed and only users with this permission will be able to update those fields.
General
Workflow Schema messages:
On any screen where there is a Workflow | Messages button, a count will now appear to reflect the number of messages sent using this feature. At a glance, this will indicate to the user there are messages and that there has been some communication about this document.
Integrations
Upvise
Timesheet import from Upvise to Workbench:
Where clients have multiple people with the same name, the integration will now prioritise the employee contact record when importing time into Workbench. This will allow you to maintain supplier contacts with the same name as employees, time will land in Workbench against the employee contact record.Update to the logic used in the matching of Upvise docket POs:
Where a docket is recorded in Upvise the integration back to Workbench has been enhanced and the matching of this Docket to a Docket PO in Workbench will now use the following logic:
Dockets recorded in Upvise Daily Diary will match against both the oldest Approved PO for that supplier as well as the Workbench Job (Upvise Project) selected on the docket. The Docket Work Centre will be recorded as it appears on the docket, not on the PO (no change to this logic).
Xero
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Purchasing
Catalogue Lines Description:
The Catalogue Lines import has been modified to allow catalogue line descriptions for up to 100 characters (it was previously truncated at 50).
Stock
Last Cost on a Stock Item:
A new Last Cost column has been added to each Item and to each Stock Location on an Item. This will be populated with the last Cost from an Inwards Goods, or if there are no Inwards goods on the Item yet, it will reflect the Last Cost value on the Stock Item.
Subcontracts
Subcontract Claims - workflow status when unexported:
When a Subcontract Claim is unexported the system sets it back to Entered however the Approval Workflow status was still Approved. This has been changed and the Workflow status is now set to New.
Plant
Parent Plant Extension field:
This field was cleared when opening the Details tab and closing it without making any changes. This has been rectified.
Timesheets
EBA Additional profiles:
When applying an additional EBA profile that skips 'Time and Half' time group in the weekly rules to be applied, the Payroll transactions created for Double Time time group were created without a Time Code. This has been rectified.
Expense Claims
Workflow approvals:
When having multiple reviewers, the EC was assigned to the first one regardless of what Reviewer the user would select. This has been rectified.
Integrations
Upvise
Client on an Upvise Job:
Where an Upvise Job is created with a different client from that on the Upvise Project/Workbench Job, the Service Log will be imported into a Workbench Log to reflect the client selected on the Upvise Job rather than defaulting to the Workbench Job Client. Subsequent changes can be made from Upvise, where the client can be changed, and the log will updated. The Upvise Job will not be updated if the Service Log client is updated, changes to the client are expected to be made on the Upvise Job only.
This is to support operations with small jobs and their billing, without having to create a Workbench Job for each small job. See Invoicing a Log section in the User Documentation for more details.Workbench Leave Types as a dataset in Upvise:
A change has been made to the Upvise leave form to cater to differences between leave type and leave activities. Where the leave type and leave activity do not match, we now cater for this in the new version of the leave form. Leave applications submitted in Upvise will generate a Time Event displaying on the Jobs Calendar and Project Planned Schedule views in Upvise, reflecting the leave type requested in the form. Note: Leave is approved and managed in Workbench Leave Management Module.
Xero
Automated Company and Contact imports from Xero to Workbench:
Due to a change to the Xero API, the hourly imports of updated or new Companies and Contacts from Xero to Workbench was not bringing data accross. Only when backdating to at least a day earlier and doing a manual sync data would come through. This has been rectified.