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IN PROGRESS

Workbench Release Notes

Beta Release 4.5.38.1

Scheduled Release - 19 September 2022

Feature Revisions

Lists

  • My Approvals:
    Control parameter BETA FEATURE - Approvals Report Hidden has been deprecated and with it, the ability to open a document report from My Approvals, instead of opening the document itself (except for MDE vouchers where the approval is done from the document SSRS report). This behaviour has been the default behaviour for some time now, so should not cause any disruptions.

Jobs

  • Contracts Forecasting:
    The value on control parameter 'BETA FEATURE - New Forecasting' was being cached by the application, which meant that a change to it was not taking effect inmediately. This has been rectified.

Dockets & Daysheets

Purchasing

  • AP Voucher:
    Total Excl value on an AP voucher header is now formatted with commas, like the rest of the other values on the screen.

Subcontracts

  • Inactive Subcontractors:
    Work Orders cannot be created for Subcontracts with inactive Subcontractors anymore.
    Subcontract Claims cannot be created for Subcontracts with inactive Subcontractors anymore.

  • Comments on Subcontract claim lines:
    Comments added to subcontract claim lines that did not have any other editing than the comment, were not being saved. This has been rectified.

Plant

  • Plant Assignments:

    • Plant Assignment screen now excludes Closed Assignments by default (only displays Entered and Approved).

    • qty = 1 on new lines:
      When adding a new line on a Plant Assignment, the default quantity is now 1 (instead of 0).

Timesheets

Billing

  • Emailing an AR Credit to the client:
    When emailing the AR Credit document, the system now populates the To field with the client’s email address by default.

  • Workflow approval emails for an AR Credit:
    The emails triggered by a workflow approval on an AR Credit were not being sent. This has been rectified.

Quotes

  • Quote number to Job Reference:
    When creating a new Job from a Quote, the Job Reference field will be populated with the Quote Number.

  • At Revenue & Cost Element Cost sheets enhancements:

    • Selling Rate on Costsheet Revenue lines:
      When manually entering a Selling Rate value on a Revenue line ('At Revenue & Cost Element') the value was only saved after the second attempt at saving it. It now saves after the first save action as expected.

    • Cost Lines’Detail field is back:
      The Details field on Cost lines has been added back as per customers' feedback. It is hidden by default on Grid management.

    • When using Quote Cost Sheet Revenue Lines import on a Cost sheet, the Line Code field was not populated correctly. This has been rectified.

Month End

System Setup

  • General

    • Tax Code Validations:
      In an effort to continue to ensure the integrity of the data that is exported to our client’s financial systems and to ensure the correct use of Tax codes for non-zero GST and Zero-GST Accounts Receivable and Accounts Payable transactions we have introduced validation rules and two new control parameters that will assist on this process.

      Control parameters:  

      • GST Type for No GST Supplier 

      • GST Type for No GST Client 

      On AP Invoices, AP Credits, and Subcontract Claims:  

      • if the supplier is flagged to not Use GST, then the system will default the GST Code on every line to the 'GST Type for No GST Supplier' Control parameter value, otherwise, it will default to the GST Type on the Activity.

      • if a line has zero GST value, then the system will validate that the GST Type specified has a zero GST rate. An error message will be displayed if this is not correct.

      • if a line has non-zero GST value, then the system will validate that the GST Type specified has a non-zero GST rate. An error message will be displayed if this is not correct. 


      On AR Invoices, AP Credits, and Contract Claims:  

    • if the client is flagged to not Use GST, then the system will default the GST Code on every line to the 'GST Type for No GST Client' Control parameter value, otherwise, it will default to the GST Type on the Sales Code 

    • if a line has zero GST value, then the system will validate that the GST Type specified has a zero GST rate. An error message will be displayed if this is not correct. 

    • if a line has non-zero GST value, then the system will validate that the GST Type specified has a non-zero GST rate. An error message will be displayed if this is not correct.

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