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IN PROGRESS
Workbench Release Notes:

Beta Release 4.5.30.1

Scheduled Release - 30 May 2022

New Features

Feature Revisions

Jobs

Purchasing

Purchase Orders:

  • Catalogue items on POs:

    • When selecting a catalogue item (Line Code) on a Purchase Order Line, the suggestion list will display items from the System Catalogue and from PO’s supplier’s catalogue, that match the texted entered.



    • Extra catalogue items attributes have been added to the Catalogue Item search pop-up screen to facilitate the identification of the right item to be purchased: Group, Category and Subcategory.

Subcontracts

Billing

Quotes

Further enhancements based on customers:

Datasheets

Service Desk

Further enhancements based on customers feedback:

System Setup

Jobs - Price Codes:
Price Code setup screen new enlarged size now allows users to read the details without having to hover over cells to read descriptions and provides a better user experience. Make sure you enter those selling rates right! An import for Price Codes will be coming soon.

Administration

Data Transfer

  • Data Import:

    • New Data Import: GL balances can now be imported.
      The import takes parameters: -Finco
      -Year/Period
      This data is accessible and can be reported from Sharperlight:

      • FinCoCode

      • YearNo

      • PeriodNo

      • GLCode

      • Description

      • Balance

    • Adjustments import: LogNo can now be specified on the import. This is to link an Adjustment to a Service Logs.

Integration

MYOB Advanced

Journal export posting date on transactions:

For Journal transactions with a date of last day of the month, the posting date was set to the following period, which was incorrect. This has now been reverted.

The rule for setting Posting Date is:

  1. Posting date will be set to actual Export Date (date today) if it is within the Period of the batch

  2. AND prior to Batch Date,

if the condition is not met, Posting date is set to the Batch Date.

Upvise

  • Plant Items option has been added to the manual data sync options.

  • ‘Class’ custom field for plant items in Upvise will now sync with the class code and description, before it was only the class code. i.e. DIGSM → DIGSM : Digger Small

  • Docket Cost Schedule lines inactive flag is now synced to Upvise.

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