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Beta Release 4.5.12.1

Scheduled Release - 30 August 2021

New Features

Resource Based Forecasting - BETA

The new functionality allows you to gauge your anticipated job costs for labour and plant by forecasting the requirements both for internal and external resourcing. The feature is now available for early adopters to trial. Consult the attached slides for the recommended changes to implement so as to
cause minimal disruption to your existing use of Workbench.

Email Template Editor - Token support

The Email Template editor has been enhanced to improve token usability.

  • Previously when updating an email template the user would have to obtain the list of valid token that could be referenced for the template being configured.

  • The Stamp button now displays a list of valid token available for the template.

  • Selecting the required token will insert it into the email template editor.

Feature Revisions

Purchasing

  • Voucher - The Voucher column on the PO Lines tab has been enhanced to include visibility of MDE originated vouchers still in progress to facilitate visibility for client in their transitional stage.

  • AP Invoice - The Docket Reconciliation popup now has a Schedule Type filter to filter for Docket Schedules or Contractor Schedules as required.

Subcontracts

  • Work Order - The outstanding values are now zeroed when a work order is cancelled to ensure it is not reflected as a commitment in the Job Enquiry or Forecasting.

Leave Management

  • Leave Approval - The leave approval process has been integrated into the My Approvals List so that the leave reviewer and approver will now see leave within this consolidated list of items to process rather than having to access the leave approval screen directly. This also mean any leave items in the My Approval List will be included into the Daily Reminder email if enabled.

Quotes

  • Quote - When creating a Job from a Quote, the Job Wizard is now pre-populated the following fields from the quote:

    • Client

    • Description / Job Name

    • Activity Group

    • Profit Centre

    • Quoted Selling / Job Value

    • Price Code

    • Order Number

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