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Workbench Release Notes
| Note |
|---|
Upvise ReminderNew Upvise Integration URL - Deprecation of OLD integration method 1st September 2023: The key feature includes:
Any clients using deprecated URL links for reporting in SL or PowerBI will need to migrate over to using the new integration URLs - Please engage your consultant for guidance on this. The deprecated links will be removed from 1st September 2023. |
Beta Release 4.6.14.1
Scheduled Release - 14 August 2023
New Features
Introduce General:
A new Tooltip functionality has been introduced to highlight new features that may be of interest. This will typically include a link to the related Release Notes where you can get further details on the functionality. The image below illustrates the Tooltip for the ‘Surcharge and Discounts’ feature.
Feature Revisions
Jobs
Contract Enquiry:
Additional precaution added to procedure to prevent update of forecast if the year/period is not open for forecasting, even if the screen allows the button to be clicked.
Purchasing
Purchase Order Schema:
Updated the schema matching to support matching to subjobs when the specified job was not level 1.AP Voucher:
Enhancement that for an approved voucher so the Docket Lines tab to display now displays the associated docket lines reconned reconciled to this voucher.
Subcontracts
Bug fixing on My approval- My Approval:
Fixed an issue where a subclaim was not listing for the Assigned Approver when using “Standard” approval, Assigned Approver displayed correctly.Enhancement - Subcontract Portal: Disable editing by subcontractors
Added additional safeguard to disable editing Subcontracts by subcontractor users.
Note: This safeguard has affected clients that have marked their internal company as a ‘Subcontractor’, and this indicator should not be ticked.
Plant
Bug fix: Plant recovery exportPlant Enquiry:
Rectified an error when using Excel Export from the Recovery tab.
Expense Claims
...
Expense Claim Emails:
Enhanced configuration for emails:Email when paid:Sending email users when their expense claim (AP invoice) is paid is an option now: create a new Setting The paid email is now optional with the "Email Expense Claim Paid" setting.
Email when approved: add another new The approved email is now optional with the Setting "Email Expense Claim Approved" similar to abovesetting. It is no longer determined by the “Expense Claim Workflow Email Enabled“ setting.
Note : The existing setting Expense the “Expense Claim Workflow Email Enabled will not be Enabled” setting is used for Approved email notifications on configuration for both Standard & Workflow processes.
Billing
If Order number in AR Invoice and AR Credit exports is longer than 20 characters, then truncate to 20 chars in the export SPs.
Administration
Utilities:
wbImportActivities supports optional ActivityGroupCode column that links the Activity to the group if specified.
Reporting
Stock
wbrsStockList:
Updated the on-hand value calculations that was using Items instead of Stock By Period for that location.
Integration
File Export
Sage:
File-based AR Invoice and AR Credit exports not truncates the string if the JobInvoices.OrderNumber is longer than 20 chars.
Upvise
Punch item 'Created Date” column control:
The “Created Date” is now available in punch item columns display options. Clients wanting to receive this update should raise a request with workbench support.
