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IN PROGRESS

Workbench Release Notes

 Beta Release 4.6.39.1

Scheduled Release - 26 August 2024

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

Upcoming Functionality & News

📣 Important announcement on Contract Claims Accrual Process

In November last year, we released the new & improved process to accrue uncertified Contract Claims. This can be enabled with a beta control parameter. Until today both ways are still available, and the time has come to deprecate the old way in early September.

We encourage you to check out the details of the new process either in the Release Notes [HERE] or in the User Documentation [HERE]

New Features


Administration - Users

  • New flag on Users - Upvise User Only:

    image-20240826-045850.png

    A new flag has been added on User setup, which can be used for those users that only require access to Upvise, and are configured from Workbench and then synced to Upvise.
    A new filter to find these specific users has been added in Users List and Licence Matrix.

Feature Revisions

User Experience enhancement

  • Unnecessary confirmation prompts have been removed:

    • Activities - no prompt after opening and then closing when there are no changes.

    • Users - prompt removed for both save & close button, save button.

    • Vouchers - prompt removed when submit is clicked.

Jobs

  • Job lookup optimization:
    We have optimised the way a Job is selected at data entry when a user types a job code and the system displays the suggested list of Jobs that match what the user has typed.

    This is of particular interest for those users that are very fast at typing and use the Tab key to navigate from fields to field.

  • Budget - order of lines:
    The budget lines order should be sorting by Sequence No column, but was not working. This has been fixed.

Purchasing

Stock

  • Inactive Stock Locations in Stock reports:
    A new option has been added so inactive Stock Locations are excluded from the Stock Valuation report and the Stock List report. By default inactive locations are excluded, and can be included by changing the default predicates (filters).

    • Stock Valuation Now Report by Location.

    • Stock List

Subcontracts

  • ?

Quotes

Licences

Utilities

  • New Utility to Reprice Current Transactions:
    A new utility called wbRepriceUnbilledTransactions, is available to reprice (but not re-cost) all transactions which:

    • are in the current period, which is still open for billing.

    • have a job which has Input or Input Output based billing.

    • are not already invoiced.

  • Job Transactions transfer - activity filter:
    A fix has been made so the Activity filter works fine without the need to use the Apply filter option first.

Minor enhancements:

Integration

SAP

Upvise

Fixes & Technical changes

 details

  • Budget - order of lines:
    The budget lines order should be sorting by Sequence No column, but was not working. This has been fixed.

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.

(blue star) 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)

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