IN PROGRESS

Workbench Release Notes

New Features

Lists

Feature Revisions

Jobs

• Budgets - Adding to an Inactive Procurement List:
  When adding Budget lines into a Procurement list that is inactive, a warning message is now displayed, and it is up to the user to go ahead or not (depending on their internal processes).
  Warning “The selected Procurement List is set as inactive.”
  

  

• Contracts - Receipt details:
  As part of the Project Trust Account functionality that we are currently developing, we have added a new column in Job Receipts to display the GL account for the bank account the AR Invoice was paid into. This will be used in Workbench to verify, if the Contract has a Project Trust Account (PTA), that the funds were deposited into the PTA as expected, or highlight it if they were not.
  For this we have to update the integration with the different financial systems APIs. MYOB Account Right is the first one to support these new field. We will add other systems shortly.
  

  

  
  
  

Management Reports

Purchasing

Stock

• Standarising field names:
  In the Stock module we have made a few changes on the field names to make sure they are consistant accross all the Stock screens. Also note that the Stock method in use is underlined:
  

  

  
  

  
  

Subcontracts

Leave Management

Billing

• Approval of Revenue Journals & Internal Sales:
  The approvals of Revenue Journals are now only done by the Standard method only (where you assign it to a specific user for approval). So regardless of the approval method on Job Invoices (workflow or Standard), Revenue Jouranls only support Standard. This is because Workflow apporval do not really work with $0 amounts.
  
  Two new control parameters have been added to control the apporvals:

  • Revenue Journal Approval Process - only Standard supported.

  • Revenue Journal Approval Process - defaults to Workflow method.
    

• Who can create and edit Revenue Journals?
  We have introduced a new permission ‘Allow Revenue Journals’, added by default to Finance Role.

  • Users that do not have this permission will not see the New Revenue Jornal button, and will not be able to edit existing ones.
    

• New options on New Job Invoice:
  The New Invoice button in Job Sales Invoices now has specific options to create either a New Internal Sales invoice or a New Revenue Journal. The selection of the Job selection within the new document will be filtered by the document type selected. This is makes the creation of a Revenue Journal or Internal Job much easier.
  

  

Quotes

• Import procedure enhancements - wbImportCostSheetScheduleLinesWeb:
  Fixed a bug introduced on previous release (error message: Error converting data type numeric to numeric.).

• Enhanced Selling calculation on Revenue lines:
  On a At Revenue & Cost lines cost sheet, we have added a field were you can chose ho wyou wantthe Revenue Selling value to be calculated. So far we had two options, either using Markup % or Sell Rate. We added a third option, ‘Inherit Sell. This helps to understand the selling calculation at a glance.

  • ‘Inherit Sell’ sets the Revenue Sell Rate as the total sell of its cost lines, and auto updates as any cost lines are amended.

  • Markup %,

  • Sell Rate
    

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• Fixed an error when deleting all cost lines (BOM lines) from a Revenue line with a Markup %, where the chnages were not saved and the line was back to the original status.
  

Service Desk

• LogNo handling on Voucher and AP Invoice:
  We still had situation where Log number was on the AP invoice but was not displaying in the Log. This has been fixed.

Month End

System Setup

• Exporting an SSRS report to Word:
  When trying to export an SSRS report as a Word document, with control parameter Report Server Full Trust mode enabled (=yes), the export failed. This has been rectified.

Administration

• Licence changes:

  • Time Reports have been added to Standard licence.

  • Plant Reports have been added to Job Costing licence.

  • Procurement List has been added to Standard licence.

  • System Admin licence access chnages:

    • The system now validates that a System Admin licence also has the required Site licences for those modules that require one.

    • This has been also applied to System Admin - Shared Services and System Admin - Tech Support.
      

• Self Service Licensing - Purchased Licences tab - support Sharperlight Scheduler licences:
  When a client qualifies for a Sharperlight Scheduler (based on the dollar amount per month), the licence is available to be selected.

Integration

SAP B1

Upvise