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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

  • Previously 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.

Purchase Orders

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

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.

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