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Hotfix Release 4.3.5.43
Release 28 Mar 2019
- Catalogue Maintenance - An issue with the Inactive tickbox display is rectified.
- Job Templates - The Start Job Number and End Job Number range can now include alphabetic characters e.g. A100 to A999. The alpha character is ignored for the sequence and will not 'increment'. This was introduced to maintain MDE compatibility.
- Homepage - A loading error when displaying the Homepage tiles on Microsoft Internet Explorer is rectified.
- AP Invoices List - An error that prevented Subcontract Claims from being opened from the AP Invoices List is rectified.
Hotfix Release 4.3.5.35
Release 26 Mar 2019
- Timesheets - Rectified an issue where the Time Code was not populated if the column was hidden on the grid, although the correct rate was being applied.
- Job Maintenance - The Parent Job picker is enhanced to check for invalid parent jobs being selected.
- Subcontract Claim - Rectifies an issue where an email confirmation popup was being displayed behind the current popup context.
- Payroll Validations - Exclude Plant from payroll code validation.
Hotfix Release 4.3.5.29
Release 19 Mar 2019
- Work Order List and Detail have undergone routine performance review, and improved response times should be experienced.
Base Release 4.3.5.
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28
Beta Release 18 19 Mar 2019
New Features
AP Invoice popup
As part of the drive to improve the overall user experience, the AP Invoice popup is the first to undergo a framework upgrade. This upgrade allows the popup to display independently of the associated list, in this case the AP Invoice List.
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The intention is to extend the framework upgrade to other popups over future releases.
Attaching a Web Address
A web address i.e. the address in your browser in the form http://something...; can now be added from any Attachment tab. This allow online resources to be associated to Workbench elements, such as the client website being linked to the company record. This is new functionality and is not MDE compatible. Accessing web address links from MDE will display a 'Report file or folder not found' error message. A file and a web address should not be used in the same attachment; in this case the web address will take precedence.
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A. Specify the web address (URL) in the input. This must be in the complete address i.e. starting with 'http://...' or 'https://...'. This can be accompanied by the File Group and Details if desired.
B. Click [Upload] when complete and the record will display in the Existing Attachments grid for viewing and editing.
C. Clicking on the web address in the grid will open the associated link in a new tab. For a standard file attachment this would start the attachment download process.
Upgrade Notification
All System Admin users will now receive a one-time notification per Release. Note this excludes minor Release revisions / hotfixes.
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This provides an opportunity to review the corresponding Release Notes if desired. Remember the Release Notes are always accessible from the User Profile menu.
Feature Revisions
General
- A variety of list screens have undergone routine performance review, and improved response times should be experienced on:
Job List
- Job Financials List
Contract Enquiry
Job Enquiry
- Purchase Order List
AP Invoice Batch Entry
AP Credit Batch Entry
- Batch Timesheet List
- Batch Control List
Timesheets
- Mobile Timesheet - An issue with deletion of a timesheet entry from the mobile screen is rectified. Note, deletion of a timesheet line with associated plant will also delete the plant entry.
- Timesheet Administration - Excel Export support has been added to the filter on the Timesheet Administration list.
Purchasing
- Purchase Requisition - An issue creating a Purchase Order from the PR with a designated PR Type has been rectified.
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- AP Voucher Workflow - The link on the review and approval email notification has been adjusted.
Contracts
- Forecast - The Forecast tab is improved to recognise a Forecast Closed period and disables the Reviewed and Complete columns, and the Refresh, Approve, and Save buttons. The Reviewed and Complete columns are also disabled on Approved Forecasts.
Jobs
- Quote -
- Extension column support has been added to Quotes. This is configured in the usual manner through Extension column maintenance and View definitions.
- Report Text support has been added to Quote for header and footer. This is also supplemented by new HTML settings ‘Report Quote Header’ and ‘Report Quote Footer’. These elements are used for the new Quote Summary report, refer the New Reports wbQuote001 below.
- Budget -
- Negative budgets, such as a reduced scope of work, can now be approved through the standard workflow, if workflow is used. The (negative) budget total is processed based on its absolute value as pertaining to the workflow approval limits.
- An issue where the Budget Type was not inherited from the header when importing using 'Budget Lines With Job Work Centres', and then not explicitly saving; is rectified.
- Job Template - Job Templates now support the definition of Job Groups that default into the Job Wizard as referenced.
Billing
- Input Output Based Get Sales - The Apply Filter button has been enhanced to auto save the state of grid lines to allow progressively working through the lines by applying filters. Note the line state is only saved for the screen session so the Save - Generate Billing button must still be clicked when complete in order to generate the invoice. Leaving the screen without the Save action will abandon the line states.
Subcontracts
- Work Order - Work order lines of an approved Work Order can now be manually completed by ticking the Complete checkbox. This will zero the outstanding values of the line, and if there are no further outstanding work order lines then the work order header will also be completed. Note, at this moment this is an irreversible action and the checkbox is disabled once the line is completed.
- Subcontract Claim - The method for allocating adjusted GST value has been changed to a pro rata distribution to provide a more balanced view on the GST. Previously the difference was allocated to the first line.
Daily Diary
- Timesheets - The Bulk Transactions popup is improved to calculate the Hours based on the Start and End Time if supplied. Alternatively, the Hours can be entered or edited directly.
Plant
- Plant List - Profit Centre is now a column on the Plant List and is available as a filter. Profit Centre Group is also available as a filter.
Administration
- Office 365 and Emailing -
- Enabling Office 365 authentication previously also enabled email communication was also necessarily integrated integration at the user level. This allows for automatic email synchronisation for the Email Conversation panel, however, it also meant that the 'Send Email From' control parameter was ignored.
- A new control parameter 'Office 365 Communication' is now available to switch off Office 365 email integration.The default value is 'Yes' i.e. Office 365 email integration is enabled.
- This allows clients that wish to use 365 authentication but require 'Send Email From' functionality, to be appropriately set up. With 'Office 365 Communication' set as 'No', email functionality reverts to the standard SendGrid model.
- User -
- The issue where tabbing through the Employee tab inadvertently defaulted some fields is rectified.
- The issue where the Settings tab was saving the boolean as zero instead of Null when the value was non-boolean is rectified.
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wbUtilityChangeAPInvoiceBatchDate Utility -
This utility has been updated to include any date adjustments made to the Batch header and AP invoices down to related JobTransaction to prevent any mismatch.
- If the Batch date is changed out of the period, then the AP Invoice and JobTransaction dates are change changed if the 'Check AP Invoice Date is in Batch Period' ctrl param is set to Yes. Previously this only occurred at AP Invoice level, and only if the Financial System was MYOB or Xero.
- Validations have been enhanced and period change can only be by one period.
Integration
API
- Attendance is now exposed in the TimesheetAttendanceApi and TimesheetDetailsApi methods.
Payroll
- The Payroll Code on job transaction is a required field and validated on Payroll Exports.
MYOB
- GL Code Validation - The GL Accounts tick box can be ticked to download all GL Accounts from MYOB. The accounts are then available for selection for Activity popup DR GL Account and Sales Code popup GL Account.
Xero
- GL Code Validation - The GL Accounts tick box can be ticked to download all GL Accounts from Xero. The accounts are then available for selection for Activity popup DR GL Account and Sales Code popup GL Account.
Reporting
New Reports
- wbQuote001 - Quote Summary - A new quote report has been provided, accessible from the Quote popup.
- wbSubcontractClaim005 - Subcontractor All in One Report - A new all in one portrait Subcontract Claim report has been provided, accessible from the subcontract claim popup.
- wbTimesheet004 - Timesheet Pre EBA - This report displays the pre EBA timesheets and is available from desktop timesheet entry screens. This provides a view of the original entries after the EBA is run.
Report Revisions
- wbBudgets002_CP 5202, wbBudgets002 5132, wbContract005_CJP 5783, wbBudgets002_CP1 - various Budget Reports - Add Estimate Reference field to header if populated.
- wbContractClaim002 - Contract Claim Schedule - Suppress header lines showing 0 values.
- wbJob002 - Job to Date External Costs - Reworked all the figures on this report.
- wbJobTransaction008 - Unbilled Job Transactions with Outstanding Purchase Orders and Outputs - Added Details field.
- wbSubcontractClaim003 - Subcontractor Payment Certificate - Added Payment Date to report.
- wbTimesheet001 - Timesheet - Plant lines are now removed from the Time section on Timesheet reports.
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