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7 March 2017

Implementation

This release incorporates changes a number of changes and enhancements to the Xero and MYOB integrations.  Where Xero or MYOB integration is operational, the following scripts should also be executed as part of the installation:

  • Install_WBInterface_Scripts.sql on the WBInterface database.
  • wb_Install_Workbench_WBI_Scripts.sql and wb_Install_Workbench_WBI_Exports.sql on the Workbench database.

These scripts can be found in the MYOB and Xero Integration folder in Resources.

New Features

Xero Integration

  • Profit Centre Analysis can now be provided in Xero by populating a Profit Centre Tracking Category when exporting. See Xero Profit Centre Analysis /wiki/spaces/XEROAPI/pages/44619202
  • Payments against non-claim AP Invoices can now be synced back to Workbench, according to the Interface Import AP Invoice Payments control parameter.

MYOB Integration

  • Profit Centre Analysis can now be provided in MYOB by populating a MYOB Job when exporting.  See /wiki/spaces/WEBWBSETUP/pages/44624822
  • Payments against non-claim AP Invoices can now be synced back to Workbench, according to the Interface Import AP Invoice Payments control parameter.

Feature Revisions

Xero Integration

...

  • The AR Invoice details are now populated with the Job description concatenated with the Invoice title.
  • On AP Invoice exports the Supplier name now populate into the Memo field.
  • Previously export batches could get stuck in a Processing state. Now exports go to Error status if they are not processed within 10 minutes.

Contract Claim Schedules

...

Purchase Orders

  • The Purchase Orders List now correctly filters according to Profit Centre Groups.

Companies

  • The Address Name field that is visible when clicking “More…” is always defaulted with the company name, and if a different description is required then it must be edited.

...

  • Creating a new job manually with the copy job Masterfile option now also copies the BudgetActivityGroupCode and ForecastActivityGroupCode fields.  This provides compatibility with MDE functionality.
  • The Contract Type is no longer mandatory in Job creation.

Contract Claim Schedules

Service Logs

Purchase Orders

  • The Purchase Orders List now correctly filters according to Profit Centre GroupsPreviously claim schedules created from Web Workbench were not visible in the MDE. This has been amended.
  • Schedule lines now have a Section column which can be used for grouping lines when printing schedule reports.

Service Logs

  • All data entry on a Service Log now has the Job on the Log Header applied - there is no longer any job selection at the line level.  Once transactions have been entered on a log, the job on the Log Header cannot be changed.

Emailing

  • If an email processed by the Email Engine fails, because of an invalid email address for example, the sender is sent an email notifying the error.

...

  • The logic around the processing of AP Invoices through the Workbench API has been changed.  Previously the Purchase Order Line, to which the AP Invoice Line is being applied, would be completed if the outstanding quantity OR outstanding value were zero.  Now the outstanding quantity is ignored and completion is based only only there being a zero outstanding value.
  • Processing of AP Invoice Lines against negative Purchase Order Lines has been enabled.
  • File attachments consisting of a URL link are now saved with the correct ObjectType so they can be opened correctly from the MDE.