IN PROGRESS

Workbench Release Notes

Note:

Version available from 12 December 2022

Equipment Service History:
Introduced an Equipment "Service History" utility available on each equipment item. Workbench's standard Servicing Forms are compatible with this feature. This will allow users to extract a "Service History" summary report via PDF for each equipment item. Please engage your consultant or support to arrange for this enhancement to be deployed.

Job Transactions report:
added Batch Number to wbJobTransaction001 report
Job Budget performance:
Re-engineered Job Budget Detail screen to improve performance when loading a budget with large number of rows.
Job Budget markup rounding:
When applying a markup % on a budget line, the FC Revenue is now calculated in a way that avoids rounding issues: Total Cost + markup,
rather than Qty * (Cost Rate + markup)
Job Import - new columns:
Additional columns have been added to our current Job import:
- Job Group (Category and Code)
- Client Reference
- Asset Reference

Stock reports:
The Stock Item criteria on Stock reports has chnaged from text to picker.
Repricing of Non- Stock issues on Stock legacy mode:
When using the Stock module in a legacy mode (Control parameter 'Stock Module Process' = Legacy), the repricing logic has been changed to always use the Cost in the location if it exists, otherwise use the item default rate. This re-pricing is always performed ahen saving a Stock Issue sbatch.

Subcontract Claims List - improved performance:
A default filter of Status not equal to ‘Updated’ has been added to this screen and several enhancements have been made to load the claims on this screen faster.
Manual batching of Subcontract Claims:
When manually batching subcontract claims, the number of claims included in the batch is now displayed on the green message after successfully saving the batch. It provides an idea of what has been included and the batch can be printed if more details are required:

Punch item Display:
Introduced an enhancement in our custom punch item display setting to include Custom Columns displayed control for the equipment module in Upvise Equipment display Options.
Workbench Log Number in Upvise:
"Get Log number" function has been made available where a user can use the button in a new Job in Upvise, to obtain the Workbench service log number immediately in the web when scheduling a new Job. The "get Log" function has been optimized to be compatible with Project Jobs, Site Jobs and Equipment Jobs.