IN PROGRESS
Workbench Release Notes

Beta Release 4.5.43.1

Scheduled Release - 28 November 2022

Feature Revisions

Job Enquiry - Revenue tab changes:
Several changes have been done on the Revenue tab:
- Added a Claim Date separate from the Invoice date.
- New year/Period column.
- Revenue entered using Revenue journals is now displayed. Tip: if the Finco on the Job that is being enquired has a Revenue Journal Job setting, then it will display any revenue journals where the enquiry job is used on the lines.
- GST Column has been removed
- Forreign Currency values are now displayed for Prepayments and Revenue.
Limiting access to tabs on Job Enquiry:
A new setting ‘Job Enquiry Tabs’ has been added to define and limit access to the different tabs when required. If the setting is not configured, then users can see all tabs.
Budget reports:
Budget reports now support custom Budget Type Descriptions and Report Titles.
Procurement List purchasing:
When purchasing from a Procurement List, if the Job had no Job Work Centres, the system was not allowing the use of any Work Centres. This has been rectified, and if no JWCs are defined, then any Work Centre Codes are valid when creating Purchase Orders from a Procurement List.

Purchase Order - address validation:
A delivery address on a PO can be either selected from the Job’s addeses of typed in. We have improved validation of a delivery address by checking wheter one or the other exists. This will avoid invalid missing address error message.
PO Outstanding values for partially receipted Stock purchases:
When purchases stock items, then partially receipting them in Inwards Goods and processing a voucher for these partial receipted lines, outstanding values in a PO were goingnegative. This has been rectified.
Purchase Order line details pop-up screen enhancements:
In some very specific cases AP vouchers not related to a particular PO line, were displaying as if they were linked to it. This has been rectified.

Inwards goods when using Stock multiplier on a catalogue item:
A few fixes had to be done when receipting stock items that have a Stock Multiplier set (stock item in one unit but purchasing from a supplier in a different unit of measure).
Stock Transactions screen:
- Receipt type: calculating Rate column dividing by the Stock Multiplier(if set)
- Order type: System now calculates the Rate column dividing by the Stock Multiplier(if set); and the Quantity column by multiplying by the Stock Multiplier (if set).
Inwards Goods Job Tran:
- Variance and clearing transactions now have their cost divided by the Stock Multiplier (if set).
Negative Stock issues on Stock issue simport:
Control parameter 'Allow Negative Qty Stock' is now taken into consideration when importing stock issues into a Batch.
Month End - Stock Close validation:
The validation that checks whether Stock Close process has been done or not, has been removed when not using 'Avarage' stock method.

Future Claimed new status on Subcontract Claim lines:
A new status has been added to Work Order lines in a Subcontract Claim to indicate this line has been already claimed in a future Claim. The line is not editable/claimable on this Claim.

Plant Assignment Bulk Issue batch:
Date filters to find Plant issues to be generated on the Plant Assignment Bulk screen have been improved so when start date/end date in the filters intersect the plant assignment dates, then they are displayed and can be selected.
Enquiry screen:
Plant items (Plant jobs) now use the same Enquiry screen used for Jobs, plus the Recovery tab which is specific for Plant Items. This brings a more standardised aproach for users when analysing data on either a Plant Job or a Project Job.
Tip: Use setting 'Plant Enquiry Tabs' to define and limit what tabs each user can see.

Service Logs can now be created against a Plant Item:
This would typically be a repair for a Plant Item. Work done on your own mechanic workshop.
Logs can be viewed from Plant Item Enquiry, on the Logs tab.
Upvise Jobs against a Plant Item will flow to Workbench Logs as a Plant Item Log.

Timesheet imports and employees' Standard Work Hours:
When importing timesheets, rather than entering them from the UI, Standard Week hours for that timesheet for an employee are not assigned correctly. This has been rectified. Note: Standard hours for each employee are configured on Extended Productivity tab. These are then used in a Timesheet to compare worked hours vs the hours that should have been worked.

Link to Log from the Service Log AR invoice:
On an AR Invoice linked to a Log, the Logno under the 'Details' section, is now a hyperlink to navigate back to the Log. It displays the LogNo and the Log Order Number.

Exporting a batch when no financial system has been set:
When a user tries to export a batch and no financial system has been set (hence setting ‘'Financial System’' is empty), a new message will display warning the user that no financial system has been set for the financial company of the batch.
Utilities - WIP Adjustments:
When making changes to the Adjusted % Complete on Cost value in the Adjustments screen, all values now refresh after saving. No need to close and open the screen again to see the values updated

“Equipment Record” from Equipment Matrix:
We made an enhancement to the “Equipment Record” to allow these forms to be created from the Equipment Matrix.
This enhancement addresses the scenario where the form was created from the Equipment Matrix or forms application, and the due date did not show in the matrix view as the link to the equipment was not being populated.
Existing clients using the equipment Matrix should engage support to receive this enhancement.
SMS Sender:
A new Control Parameter was introduced in Upvise to allow the name change of the SMS sender for those SMS sent from Upvise, so the name can be more meaninful to the person receiving it.
PO Manual Data sync has been deprecated:
Deprecated "PO Number Sync" option in manual data sync as this was being missused, resulting in the PO numbers being "reset" in Upvise. Clients needing Upvise PO number sequenced should engage support or your dedicated consultant.
Equipment Repair Jobs:
These can now be created in Upvise where a service log in Workbench will generate against the plant item.
Create an Equipment repair job in Upvise against the equipment item.

GL Accounts import:
An enhancement has been done on the import of GL accounts from Xero, to exclude GL accounts in Xero that do not have a GL Code. These are commonly used in Xero for Credit Cards, and do not require a GL Code to be set. However, Workbench does require a GL Code for GL Accounts, and the import ws failing due to those accounts.
Improved error messages:
When errors occur exporting batches to Xero, Xero normally returns an error and COds or IDs, which correspond to Employee Names, Earning rates, etc. We have improved the displaying of these errors translating the Xero IDs returned in the Error messages to something easy to understand by the user exporting. This should assist in troubleshooting and understanding what is causing the error.