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Base Release 4.4.2.x

Beta Release 03 Jun 2019

New Features

Subcontract Claims - Processing View

A new Subcontract Claims List view is now available that is geared for Subcontract Claims processing.

A. The new Subcontract Claims List is accessed from the 'Claims List' option in the Subcontract section of the menu, and it provides coverage across ALL subcontractors and subcontracts.

B. The columns displayed are typical for subcontracts claims with fields important in the processing context, namely:

•  Claim Date, Received Date - Both of these date are displayed to give full context of the dates.

•  Status - This displays as New, Entered, To Review, To Approve, Approved, Batched, or Updated; as applicable depending on your approval process.

•  Assigned - Displays the assigned person when the claim is pending review or approval as applicable.

•  Due - This displays the next action due, as either blank or Certification or Payment (if Certification Days and Payment Days are setup for the subcontract)

•  Due Icon - Red:Due today or overdue, Orange:Due within 7 days, Yellow:Due within 14 days, Blank:Due beyond 14 days

C. The standard subcontract filters are available, with the particular addition of Job Manager, Subcontract Administrator, Status, Assigned, and Date Due for this processing view.

D.  Apply Filter also supports Excel Exports, and the Create Tile option to enable Homepage shortcuts.

E.  A new popup is available to log sub claims using only the data at hand. This may be useful for AP processing without project depth knowledge to navigate the job / sub sub-job / subcontract structures.

F.  Only the core fields are required to log the claim. Note, the Subcontract picker is enhanced to search by Job Site address as the subcontract may not be stated on the correspondence.

G.  Once the core fields are specified, click New Claim and the claim number created is displayed.

H.  All the relevant attachments can be made to the claim at this point in the typical manner.

I.  Once complete just Close the popup. Selecting an existing sub-claim 'No' from the list displays the usual subcontract claim popup, and clicking the 'Subcontract' link opens the respective screen.

Multi-Currency Supplier

Multi-currency suppliers supported was introduced in 4.4.1 to process POs and AP Invoices in various currencies from the same supplier. The functionality is enabled by a control parameter "Allow Multi Currency Suppliers"; although the default is 'No' with this functionality disabled. This feature set is extended to support:

•  Subcontract - The currency will continue to default from the supplier's currency but the currency picker will be editable if there are no Work Orders associated with the subcontract.

•  Work Order - The currency will now default from the subcontract rather than the supplier's currency, and the currency picker will remain disabled.


Feature Revisions

Contracts

  • Contract Enquiry, Forecast tab - Further minor revisions have been made on the Adjustment popup for improved usability.

A. Now the filter applied on the Forecast tab is carried through to the Adjustments popup with respect to what is displayed when using Previous / Next.

B. The Movement Summary grid now includes 'Balance of Budget', and the is also responsive to settings on the Forecast tab i.e. Job Contract Forecast grid.

C. The current Work Centre context is repeated in the Adjustments area for visibility.

D. Previously the Prev / Next button only navigated within context of a work centre. They are enhanced to navigate across work centres and jobs; and the boundaries are visible from label changes on the buttons. Note, these buttons will auto-save should there have been changes to the grid, and a confirmation message is displayed.

Jobs

  • Job Enquiry, Transactions tab - Corrected an issue where drill through of AP Invoices presented in AP Credit screen.

Work Breakdown

  • Claim Schedule -
    • A warning message notifying of  a difference between the sum of schedules and current budget has been refined to compare on values rounded to 2 decimals as it was warning on differences in the third and fourth decimal places.
    • Rectified an issue arising on displaying schedules in excess of 500 lines.

Billing

  • Claim Based Get Sales - The display of Claim Schedule lines in Get Sales is now consistent with that used on the Claim Schedule maintenance screen.

A. The schedule lines are now indented in the same fashion as the maintenance screen to provide visibility of groupings.

B. Header lines values are now disabled as on the maintenance screen to prevent inadvertent claiming.

Subcontracts

  • Work Order - WO Date default now supports MDE option as defined in the ctrl param 'Default PO/WO Date'. The default is 'Today' which is current behaviour, and 'Open Period' is period end date of the earliest respective period.
  • Subcontract Claim -
    • Previously the subcontract claim popup always opened on the Work Orders tab. This is modified to do this only on edit. For a new subcontract claim the popup will open on the Main tab.
    • The Batch Number for the claim is now displayed on the Main tab.
    • Totals have been added on the Work Orders tab to aggregate the value columns.
    • A 'Commitment Remaining' column is now available to display Commitment - Certified To Date. This is hidden by default and must be enabled on 'Sub Contract Claim' in Grid Management.
    • The action buttons Approve, Unapprove, Batch, and Unbatch will no longer auto close the popup.
    • The (question) button now restores the Certified-To-Date for the line from the previous claim. Previously this restored the previous saved state.
    • Lines with zero This Certified will no longer generate job transactions. Previously if a line was amended but had a zero This Certified, the zero value line would still generate a transaction.
    • The display filter on the Work Orders tab for approved subclaims is now set to 'This Claim' and disabled to avoid confusion.
    • Claim Date default now supporst MDE option as defined in the ctrl param 'Default Subcontract Claim Date'. The default is 'Today' which is current behaviour, and 'Open Period' is period end date of the earliest respective period.
    • The Claim Date is now allowed to be back-dated into a closed period. This will result in the respective transactions being dated the same but all periods will be the earliest open respective period.

Administration

  • User Details -
    • Some movement of fields:

      • Profit Centre moved from Main tab to Employee Detail tab

      • Employee Agreement moved from Employee Detail tab to Extended Productivity tab

    • The previous permission 'Edit User' is deprecated for further granularity:

      • 'Edit User Security Data' permission accesses the Main, Application Access, Roles, and Settings tabs.

      • 'Edit User Employee Data' permission accesses the Contact, Employee Detail, Extended Productivity, and Email tabs

    • Roles that had the deprecated 'Edit User' permission will be migrated to have both 'Edit User Security Data' and 'Edit User Employee Data' permissions.


Integration

MYOB

  • Where the Timecode has Payroll code "EXCLUDE", this will not be exported as part of the payroll batch. 


Xero

  • Companies with no addresses in Xero will be imported into Workbench with a default placeholder physical and postal address. 


Reports

New Reports

  • wbJobTransaction010 - Job Transaction by Activity - A new Job Transaction report has been provided, 'Job Transaction by Work Centre'.

Report Revisions

  • wbAPInvoice001 - Recipient Created Tax Invoice
    wbAPInvoice002 - Recipient Created Tax Invoice with Dockets - Remove Approved By Signature section. Change Description to Catalog Line Description for wbAPInvoice002.
  • wbARInvoice006 - Payment Claim Invoice - Order Number field can come now from the Job or the Claim. Previously just the Job Order Number was used.
  • wbARInvoice007 - AR Invoice Multi Purpose - Added OutputDesc to the possible source of the description column.
  • wbJobBudget001 - Job Budget by Cost - Added Internal Reference as a parameter to the Job Budget Report Type.
  • wbJobBudget002 - Job Budget by Cost and Revenue - Original contract value has been fixed; Added Internal Reference as a parameter to the Job Budget Report Type.
  • wbJobBudget003 - Job Budget by Revenue - Added Internal Reference as a parameter to the Job Budget Report Type.
  • wbPurchaseOrder001 - Purchase Order
    wbPurchaseOrder002 - Purchase Order with appendix - Purchase Order Details no longer have there line feeds removed before printing.
  • wbSubcontractTransactions002 - Subcontract Retentions Outstanding - Last totals format now corrected.

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