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Beta Release 4.4.33.17

Scheduled Release - 21 Sep 2020

New Features

Daysheets - Upvise Daily Diary Sync

Upvise daily diaries raised against projects now synchronise to a Daysheet in Workbench. This functionality means that users who do not have access to Upvise can still easily review Daily Diaries that have been completed against their jobs.

Within the Daysheet list the comments will show the corresponding form ID in Upvise. It is possible to filter the Daysheet list by the Header Job that the daily diary was associated with.

Once the daysheet is opened, the user can move between the tabs to review transactions recorded on that particular daily diary i.e. the respective dockets, timesheet, plant issues, job outputs, and stock issues. The Daysheet will also include a PDF attachment of the Daily Diary from Upvise.

Feature Revisions

Timesheets

  • Daily / Weekly / Mobile Timesheets - Timesheet lines corresponding to approved leave requests will be disabled from editing.

  • Daily Timesheet - Rectified an issue with deleting a timesheet line with an associated plant issue. The Delete action will now also delete the corresponding plant issues.

  • Admin Timesheet Entry - Rectified an issue where attendance times were not displaying after saving.

Purchasing

  • Purchase Order List - The list now also applies Profit Centre Group checking, and if the user attempts to view a PO that contains a line with a Job reference outside of the user’s profit centre groups, then the PO is not opened and an error message is displayed.

  • Purchase Order - Add a Copy PO Lines option to copy all lines from a specified PO into the current PO.

  • Inwards Goods - Rectified an issue that was introduced with the new Stock functionality currently in Beta. The inwards goods was unintentionally reducing the PO outstanding in the legacy stock mode.

  • AP Voucher - Rectified an issue where the ‘This Voucher’ could display the previous voucher lines when using Previous and Next in a slow connection environment.

Contracts

  • Retention Management - Change the default filter option to 'Retention Balance LC > 0 and Finalised = no’, and the filter is now collapsible.

Billing

  • Job Sales Invoices List - Corrected an issue with the Status filter for the list.

Subcontracts

  • Subcontract Claim List - Rectified the issue where claim explicitly Assigned where displayed on the list as being assigned to the entered user.

Datasheets

  • Datasheet Templates - Rectified an issue where the Datasheet Type column was not displaying correctly.

Leave Management

  • Leave Administration - Unapproving a leave request now auto deletes the corresponding timesheet line that is auto created at approval for the leave.

Administration

  • Email Templates - The 'Workflow - PO Created' template that is used for the email to the PR Requester when a PO is created from a PR, now supports a $PONumberURL token that will navigate to the associated PO.

  • Utilities - A new utility wbUtilityChangeContractClaimNo is introduced to re-number a contract claim.

  • Licences -

    • New licences function have been added to accommodate recently released new functionality:

      • Daysheets List

      • Stock Transfer Batch Entry

      • Bill of Materials List

      • Stocktake List

      • Timesheet Approval Weekly List

      • Timesheet Approval Daily List

      • Timesheet Administration Weekly List

      • Timesheet Administration Daily List

      • New Inwards Goods List

    • Changes to existing licencing include:

      • inclusion of Works Order List in Data Entry licence

      • Removal of legacy licencing code

Reports

Report Revisions

  • wbTime009 - Timesheets With EBA - The list now sorts by fullname and Quantity totals have also been added at the respective levels.

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