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Workbench Release Notes:

Beta Release 4.5.30.1

Scheduled Release - 30 May 2022

Feature Revisions

General

  • Licence Count warning message:

A warning message will appear when logging in, if there are more licences assigned than licences purchased:

  • Conversations - Office 365 replies not imported:
    After the .net Framework upgrade done on version 4.5.26, replies to emails sent with Office 365 from Workbench were not being imported into the Conversations area. This has been rectified.

Jobs

Job Budget:

  • FC Rate now accepts up to 8 decimal places.

Dockets and Daysheets

  • Daysheets:

    • Pant entries on non-editable Timesheet lines:
      When a Timesheet line becomes non-editable, the Plant issues entered against that Timesheet line are now visible, and can be accessed with the + button. The + button to access these Plant issues was being disabled before.

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.

  • Paging on AFE (Authority For Expenditure) picker:
    Paging has been added on the pop-up screen when selecting an AFE from the picker to improve usability.

AP Vouchers:

  • Default tab behavior enhancement:
    When a Voucher screen is opened, if there are voucher lines then This Voucher tab displays otherwise it is based on the existing data on the Voucher, whether is a Docket PO or a standard PO, the default tab that will be presented to the user will be Docket Lines or PO lines.

  • AP Voucher lines import:
    GST was not being rounded correctly when using the wbImportVoucherLines import process. This has been rectified.

  • Cancellation of a document from Image Documents:
    When an AP Invoice scanned document is cancelled from the Image Documents screen, the status of the Document is now updated to Cancelled. It was previously kept as New or Reject.


AP Invoices:

  • Extension columns error when deleting AP Invoice:
    When deleting an AP Invoice where no extension columns have been configured for AP Invoices, an error was preventing from doing so. This has been rectified.

Stock

  • Stock Items Markup % calculation:
    When using a Markup % (instead of a selling Rate) on a Stock Item, the calculation being done was a percentage of the Catalogue Item’s Cost Rate instead of the Selling rate. This has been rectified and now the calculation for the Markup % is using the Selling Rate on the Catalogue item.

Subcontracts

  • Subcontract Retention Management:
    Total Retentions and Retention Release To Date columns were, in some cases, not reflecting the values from the Subcontract Claims’ retentions, and this has been rectified.

  • Batching Negative Subcontract Claims:
    A new control parameter called “Batch Negative Subclaims as AP Credits”, has been added to indicate if a negative Subcontract Claim should be batched in an AP Credit batch or not. This is supported in either manual batching and auto batching of subcontract claims. If CP is set to Yes, then a negative Subcontract Claim will be batched in an AP Credit batch, instead of a Subcontract Claim batch.

Timesheets

  • Automated email notification for missing timesheets:
    For those wanting to send an automated email to all active employees who have missing timesheets for the previous week, we have designed a Powershell script that can be configured to each client requirements.
    The standard script is designed to send a reminder email on Monday mornings with the following template, however this can be customised as required:
    Dear [FirstName], it looks like you have not completed your timesheet for last week. Can you please attend to this as soon as possible.
    Thanks,
    Admin Team.

Leave Management

  • Open Period validation:
    When a leave request is submitted and the dates are checked in the Period Maintenance table to be in a valid open period, the system now uses Time End Date rather than Period End Date, as these could be different.

Service Desk

Further enhancements based on customers feedback:

  • New column Raised By has been added.

  • More than 1 user editing at the same time:
    When two users are editing the same Service Log at the same time, Optimistic concurrency method has been implemented when saving changes, which means that when saving the log the system will check if the user is saving on the latest version of the log (UpdatedDate). If it is the latest version the changes will be saved successfully. If it is not the latest version (meaning someone else saved their changes before I saved mine), an error message will show: “Trying to update an older version of this record. Please refresh your view.” The user will have to re-enter any changes and save again.

  • The list of Logs can now be filtered by Client.

Month End

Utilities

  • Reversal Adjustment Batch:
    When a Reversal adjustment batch is created (automatically created by the system when a Batch is flagged as Reversing), the system now populates the reverse of the Quantity as well as the reverse of the Cost. It was previously only reversing the Cost.

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

Application Access

  • Licence Matrix:
    'Upvise no access Licence' has been deprecated and is not required anymore. Users’ access to Upvise is enabled/disabled with an ‘Upvise User' licence.

Data Transfer

  • Data Import:

    • New Data Import: GL balances can now be imported.
      The import takes parameters: -Finco
      -Year/Period
      This is also a new table to store GL balances, and can be used for reconciliation reporting in 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.

General Config

  • Control parameters:
    The control parameters below have had their description updated to a more descriptive and easy to understand one.
    Update description for the following control parameters:

    • Header Colour

      New description: Allows configuration of the header bar colour, which may be useful for distinguishing Test vs. Live environments. Valid values are standard hex notation or standard HTML colour names. The default value is blank which renders the standard Workbench blue. It is recommended that a dark colour is selected as the text displays in white.

    • Can Admin Approve

      New Description: When set to Yes, users with Timesheet Administrator authority, will be able to approve timesheets. When set to No, they can only manage timesheets (create/update on behalf of) but not approve.

    • Can Approver Edit

      New Description: When set to Yes, users with Timesheet Primary Approver authority, will be able to edit timesheets. When set to No, they can only approve but not edit them.

  • Email Templates:
    Purchase Order email template - Report - PurchaseOrder, has new tokens to support PO header fields: PO Header's JobCode, JobName and POReference.

  • Extension Columns:
    Columns with a data type of Quantity, were not saving decimals. This has been rectified and the system now saves any decimal values up to 4 decimal digits.

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.

Wiise

  • Additional Payment Terms: Workbench now supports 45 and 75 EOM Payment terms from Wiise.

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