Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 24 Next »

Workbench Release Notes:

Beta Release 4.5.14.1

Scheduled Release - 27 September 2021

New Features

Jobs:

  • Job Enquiry: New 'Dashboard' tab to display a custom Sharperlight report to display key job data be it a visual report with graphics or in a grid format. The report must have a JobCode as a filter, which is passed as a parameter from Workbench to Sharperlight.
    When new setting Job Enquiry Sharperlight Dashboard URL is populated, the tab is enabled.

Feature Revisions

Jobs:

  • Job Enquiry: When navigating to Transactions tab from a Cost hyperlink in the Details tab, the Export to Excel option is now available.

  • Contract: When a negative Contract Claim (AR Credit) is entered, the Balance column in the Claims list is now showing as a negative $ value. It was previously showing as $0.

Dockets and Daysheets

  • Daysheets:

    • Dockets Activity code and Workcentre code defaults: when a new line is added, the Activity and Work centre will be defaulted to the ones set in the Docket Schedule line whenever the Job’s Activity Group and Job Work Centres allow it.

    • Timesheets:

      • Rectified an issue where on saving, the person on new lines was overwritten with the person on the first line. This was happening only when adding multiple lines at once.

      • Time code as allowance: When using a Time code as an allowance, the system now allows the entry of any quantities (and not a limit of 24).

      • Rectified hours per person per week validation, when copying a previous timesheet. It was previously erroring and not allowing the user to save, even though the total hours were correct.

    • Copy Daysheet: When copying an existing Daysheet that uses subjobs, all the newly copied lines are now coded to the respective header job or subjob selected on the original daysheet. It was previously using the header job only.

Purchasing

  • Vouchers API: Voucher Comments field is now available through the Vouchers API.

  • AP Vouchers: Docket Lines tab: A Details column has been added which displays the Docket Line details.

Subcontracts

  • Subcontract Claims: Batch button is now hidden for those claims that are ‘Batched’ or ‘Updated’, to prevent them from being batched again.

Timesheets

  • Admin Timesheets: Inactive activities are not available for selection anymore.

Quotes

  • When adding BOM to a Cost Sheet, the cost rate on each line is now defaulting from the cost rate on the BOM lines.

Service Desk

  • Service Log Mobile: The datasheets available from a Service Log on the mobile screen is now limited to datasheets for the specific Service Agreement on the log.

Month End

  • Export Control: Move Errored feature: This great feature has been amended as it was not working as expected. The button will now move errored AP Invoices/Credits or AR Invoices/Credits into a newly system generated batch, and leave any successfully exported documents in the original batch. Original batch will be flagged as 'Succeeded'.

System Setup

Jobs - Price Codes: Time activities with an Activity Type = KMS can now be included in Price codes, and the selling rates will be applied to the respective transactions. Previously, a price code was only applied for Time activities with activity type = Charge.

Administration

  • General Config:

    • Extension Columns: Error arises when a combo list option has already been used and is consequently deleted as an option in the extension field resulting in existing data having 'invalid' option or displaying “? string? “ instead.

      The system can now handle this and displays a warning message advising the user that the value originally selected has been deleted from the Combo List options. The value will still be kept, and will not be overwritten when saving any other changes. However, it is recommended that this is reviewed and a new valid value is selected from the dropdown.

    • Email Templates - PO email template: A new token $PoFileUrls is now available to display the links to any files attached to the PO that have urls in them.

  • No labels