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UPVISE

Clients currently using Upvise Stock Issues must contact their Consultant to install the new Daily Diary forms. Stock issues entered on previous Upvise Daily Diary forms will no longer transfer data back to Workbench due to the redesign of Stock integration.

Hotfix Release 4.5.28.4

Scheduled Release - 10 May 2022

Release 4.5.28.1

Scheduled Release - 09 May 2022

Beta Release 4.5.28.1

Scheduled Release - 02 May 2022

New Features

Subcontracts

Subcontract Claim - Retentions & Releases:
Previously Workbench created a distinct subclaim document for the purpose of a retention release from Retention Management, and this was the only means of recognising a retention release. This enhancement provides flexibility for the retention release while maintaining full traceability.

The enhancement adds an additional line on the Subcontract Claim Main tab to explicitly specify any Retention Release (edit line in image). This allows:

  • Specifying a retention withheld and retention release within the context of a single subcontract claim

  • Full traceability of each value as there is no net-off into a single value

  • Since for existing data only retention releases performed from Retention Management with a distinct subclaim document can be recognised as releases, only these will display as such.

The current lists are updated to accommodate this enhancement as:

  • Subcontract popup, Claims tab - only has a single column, re-labeled ‘Net Retention’ and displays the sum

  • Subcontract Retention Management - separate columns and will continue to display as usual

  • Subcontract Claims - only has a single column and displays the sum

Feature Revisions

General

We are happy to announce Workbench has undergone a routine component and performance review. Relevant components have been upgraded and performance re-engineered on some key areas including:

  • Report Viewer

  • SignalR

  • Hangfire

  • Xero SDK

  • OAuth Office 365

  • Entity Framework

You will experience improved responsiveness across the board. This is part of our effort to keep the technology current and fit for purpose.

Purchases

AP Vouchers:

  • Log No - Will auto populate from the scanned PO number if linked. Previously this link logic only applied to manually selected POs.

Plant

Plant Item:

  • The Assign Location history mechanism is not compatible with the MDE and if MDE Plant is used with Web Workbench the plant location history trigger must be explicitly installed.

Timesheets

Timesheet Daily:

  • The JSON serialization string length has been increased to accommodate clients with more timesheet entries.

Billing

Revenue Forecast:

  • Job filter now supports the BETWEEN criteria.

Quotes

Redesign Cost sheets At Revenue and Cost Element style:

Continued refinement as part of the new input style released in v4.5.26 [read here].

Revenue tab

  • The Details line memo edit popup can now be unpinned and resized for the duration of data entry.

  • Will now prompt to save on Close if content has been edited.

  • A Sales Code is added and defaults on “Quote Default Sales Code“ ctrl param, hidden by default.

  • Activity now defaults on “Quote Default Activity Code“ ctrl param, and can be hidden.

  • Activity will not change Description on Revenue tab.

  • Rectified display of Area, Weight, Volume on Cost Element input.

  • Rectified a NAN error when editing Markup%.

Revenue Costs popup

  • Added an editable view of the contextual revenue line.

  • Enhanced the Line Code picker to include the Description.

  • Adjusted the column order to improve user experience.

  • Ensure the cost totals display back onto their revenue line.

Service Desk

Service Logs:

  • Created, Completion - The list has been enhanced to include Created date (Log Date), and Completion date and time.

  • Address - This column is amended to display the Log address field; it was displaying the linked address.

Log:

  • The Extension Columns tab is now immediately available on a new log.

Integration

General

GL Journal:

  • We now delete the 0 value lines in the GLJournalsTrf table before exporting to any financial system. These arise from users entering new transactions with opposite sign to revert incorrectly entered transactions.

Upvise

Dockets:

  • The sync mechanism has been enhanced to ensure specific handling and rollback if the job transaction for a Docket errors during the sync.

Purchase Orders:

  • The POs have been enhanced to support subjobs.

Stock:

  • The Stock functionality has been re-engineered to improve the user experience.

  • The Daily Diary has also been enhanced to support subjobs, and we have introduced Stock Transfers and Stock Adjustments.

  • Clients currently using Upvise Stock Issues must contact their Consultant to install the new Daily Diary forms. Stock issues entered on previous Upvise Daily Diary forms will no longer transfer data back to Workbench due to the redesign of Stock integration.

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