Workbench Release Notes:

General Release 4.5.20.

7

Scheduled Release - 10 16 January 2022

New Features

Billing

Forecast Revenue:
Revenue Forecasting provides a process for forecasting the spread of expected revenue over future months.

This is compatible with MDE’s Revenue Forecast and is a spreadsheet like screen. Check the online help for more details.

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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 4.5.20.1

Scheduled Release - 10 January 2022

New Features

Quotes

New Calculation column on Cost Sheet lines:
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

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.

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• 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:

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

• 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’.

• 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).