Workbench Release Notes

https://www.youtube.com/watch?v=nh_0fHIZs1I

Upcoming Functionality & News

Contract Progress Claim Process - upcoming changes you need to know 

We will be making changes to improve the Claiming process on Contract Claims, and users will soon be able to:

1. Capture Claimed Values.

2. Capture Certified Values.
   

Available from August 2024 as a beta feature.

New Features

New access to System Update

• A new way to access the latest updates on each release.
  You can check the summary of the new features, and be informed of important upcoming changes or news by opening the System Update screen using the new megaphone icon on the top bar, next to the notifications bell.
  
  All users have access to this feature. If you like keeping up-to-date with new functionality, check it out.
  
  The icon will have a red dot when there is something new for you to check. You can open it anytime. The information on this screen is updated with each release.
  
  Alternatively, you can always access in-detail Release Notes via the Release Notes option on your profile menu.
  

  

  
  

Feature Revisions

User Experience enhancement

• Navigation changes on the previous release - Back To Invoice List/Back to Invoice buttons
  

  

  • We removed:

    • the To Invoice List button on the Job Invoice screen and

    • the Back To Invoice button on the Input/Output Get Sales screen,

to be consistent with the navigation throughout the rest of the application, and encourage the correct use of breadcrumb menus.

When opening a Claim from the Contract, you will always go back to the Claims list, rather than going back to the Job Invoice list by mistake.
When opening a Job Invoice from the Job Invoice List, you will always navigate back to the Job Invoice List (if specific filters were used, those are kept when going back to the Job Invoice List to open the next invoice in your filtered list).

• Displaying the correct buttons when first opening some document screens:
  We have enhanced the user experience when opening the following screens so that when the document is opened the user sees only the appropriate buttons corresponding to the status the document is at.
  (instead of briefly seeing all possible buttons first, until the not required ones are hidden):

  • Job Invoice

  • Job Invoice credit

  • Contract Claim

  • Internal sale

  • Revenue Journal

  • Contract Schedules
    

• Bin icon for deleting a page of records:
  We have revisited the bin icon functionality used for deleting records in bulk, as users could only use it on the first page of records but it was not working on subsequent pages. This has been enhanced for the following document lines:

  • Purchase Orders lines

  • Budgets lines

  • Contract Schedule lines

Job Contract

• Job Work Centres - Extension columns import
  For those using Job Work Centres' extension columns extensively, you might find the new import of Extension Columns data handy. You will find it in Data Imports: Job Work Centre Extension Column
  
  An example of when JWC extension columns are used is by adding Purchase Order numbers for each Work Centre/project stage so that it can be billed accordingly.

Purchasing

• AP Vouchers - default GST type on manual lines:
  The GST Type now populates in manual lines on the This Voucher tab, based on the Job and Activity selected.

• AP Invoice Line import - incorrect validation removed:
  The import was validating that the LogNumber on the Log’s Client was the same as the Ap Invoice Supplier, but that is incorrect. The AP Invoice’s supplier has nothing to do with the Service LogClient.

Subcontracts

• Who to notify when a Subcontract Claim has been approved:
  A new Setting "Email on Subclaim Approval" has been introduced to provide multiple options of whom to notify by email when a subcontract claim has been approved.
  
  Multiple, one or none options are valid, and they are a comma-separated list with the following valid options:

  • Claim Submitter (default for WF approval process only),

  • Job Manager

  • Job Account Manager

  • Subcontract Administrator

Applies to both the Standard and Workflow approval process.

Note that the default Claim Submitter option in the new setting is to ensure backward compatibility for Workflow approvals. When the setting is blank, no email is sent out.

Quotes

• New Notes tab:
  Users can now add Notes of any kind to a Quote, from the new Notes tab.

  

• Quoted By filter in Quotes list is now a list of active employees.

Minor enhancements:

• Custom Job Statuses:
  We have limited the creation of Job Statuses to a maximum of 30 characters, and no non-alphanumeric characters are allowed. Validation is in place for this.

• Data imports - import templates:
  A few data imports were missing the data import template that users can download to ensure they use the correct format when importing. The imports below now have a template available:
  ImportCompanyAlpha

  • Adjustments with Log Numbers

  • Company People

  • GL Accounts

  • GL Trial Balances

  • Job Outputs By Log No

  • Opening WIP

• SSRS reports edited with a new version of SSRS:
  SSRS reports edited with a new version of Microsoft Report Builder were not compatible with Workbench. We have made changes so they now are.

• Licence changes:

  • A Stock site licence is not required anymore to access the Stock Item List. This list is not only used for Stock management but also for the creation of BOMs.

  • A Job Costing licence can now access the Business Central integration screen for those sites with a Business Central integration licence.

Integration

SAP

• New SAP B1 agent update:
  A new version of SAP B1 agent is available. Please contact our support team for an upgrade.
  New version includes:

  1. Update Job Receipt No mapping to OCRT.DocNum. This will enable the user to match Receipt No to the corresponding receipt in SAP.

  2. Enhance error messages for AR and AP exports to display the invoice number instead of the line ID of the invoice with the error.

Upvise

Driver Sync Optimisation

We've optimised the integration between Workbench and Upvise so that when a plant item driver is removed in Workbench, the corresponding driver field in Upvise is now cleared, while the Owner field remains unchanged.

Project Code in Job “Linked to” field

The project code, is now visible in the job linked to the field, enhancing clarity and improving project management efficiency.

Resource Scheduler - Equipment Tile

We've enhanced the Resource Scheduler by updating the equipment tile colour to a more visible dark grey, making it easier to identify scheduled equipment on the platform.

Fixes & Technical changes

Things we are busy working on...

🗓️ Contract Claims: record claimed and certified values on each Claim (like in Subcontract Claims). New approval process on Contract Claims to resemble the certification process.

🔎 Custom Views on List screens, and exploring the ability to add extension columns to these views. This will expand your reporting ability on the List screens.

Audit for configuration changes.

⌛ Month End Process: controlled and easy to follow.

📈 Analysis graphs on Sales Invoices.

🔨 Interval- Based Equipment Maintenance in Upvise (e.g. 250-hour increments- 250, 500, 750, 1000 repeat)