4.4.30 - 10 Aug 2020

Owned by Nelson Leong
Last updated: Aug 11, 2020
4 min read

Beta Release 4.4.30.22

Released - 10 Aug 2020

New Features

Purchase Requisitions - PO Creation

An enhancement in the PO creation process of Purchase Requisitions can reduce the process between the two processes.

In the standard process approved PR still undergo a Procurement step where they can be bundled together for bulk purchasing. However, if do not require this process then this enhancement can simplify the process.

On PR Approval the Setting for ‘PR Approved Default - PO Creation Type’ is checked, and this can be set at a global and individual level for specific behaviour:

A. None: Use the standard process; this is used at individual level to override the global setting.
B. Create Conditional PO: This creates a PO, and if the value is less than or equal to the ‘Approved PO Limit’ Setting then it is auto approved.
C. Create Approved PO: This always creates an approved PO.

Daysheets

The new feature is added to clearly distinguish the data entry context of Daysheets (i.e. data entry in the context of a specific supervisor, project and date) from the data entry context of bulk Dockets (i.e. entry of dockets against any job, any supplier, any date).

The new functionality follows the familiar pattern, the key points being:

  • Accessed from the Daysheet List on the Daily Diary menu

  • Data entry is in context of a specific supervisor, project and date as specified in the Header tab

  • Tabs are provided for the entry of Dockets, Timesheets, Plant, and Outputs for the day.

  • The Job column will be restricted to the job/subjobs of the header job

  • This functionality will be enhanced to replace the Daily Diary in due course

Feature Revisions

Timesheets

  • Timesheet Plant - Rectified a scenario where a plant issue could incorrectly be assigned into the next period.

Purchasing

  • Purchase Orders - The issue where the auto hidden columns on a new PO were being displayed after an interim save is rectified.

Contracts

  • Forecast - The Adjustment popup has been tweaked to update the Forecast Movement Summary for the adjustment made on saving.

Jobs

  • Job List - an additional filter is added for the Job Asset Reference field.

  • Job Enquiry -

    • All tabs - Negative values will now display in RED.

    • Summary tab - Added a % column for 'Surplus / Deficit' on Summary tab.

    • Transactions tab - Rectified an issue where the Activity description was not displaying for SubClaims.

  • Job Financials - Added totals for ‘Approved Revenue’ and the '%' columns in the list.

Dockets

  • Docket Entry - The Timesheet, Plant, and Output tabs have been removed from this screen to clearly distinguish the data entry context of bulk Dockets (i.e. entry of dockets against any job, any supplier, any date) from the new Daysheet feature as described at the top (i.e. data entry in the context of a specific supervisor, project and date).

General

  • Red Negative Values - A cosmetic enhancement has been made to display negative values in RED to highlight their value. This is implemented on the Financial List and all Job Enquiry tabs.

  • Imports - Imports will now auto save the import settings (i.e. header, file type, etc.) in anticipation that the format will be reused if the file upload is successful.

Administration

  • Login - The Login screen has been enhanced to display a message should the database be detected to be from an older version than the web application.

Integration

MYOB Advanced

  • AP Invoices - Fixed an FC rate issue so that when posting AP Invoices from Workbench to MYOB Adv, always use the fixed rate that comes from Workbench.

Reports

New Reports

  • wbJobSummary009 - Quarry Cost and Revenue - A report has been added under the Job category for the specific instance where a Non-Stock Location is used for a quarry and the report provides a summary view of costs and revenue.

Report Revisions

  • wbContractClaim004 - Payment Claim Invoice Preview - Rectified the issue where the ‘Draft Only’ text was incorrectly displayed.

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