Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

Workbench Release Notes

General Release 4.5.38.2

Scheduled Release - 26 September 2022

Beta Release 4.5.38.1

Scheduled Release - 19 September 2022

New Features

System Setup

  • General

    • Tax Code Validations:
      In an effort to continue to ensure the integrity of the data that is exported to our client’s financial systems and to ensure the correct use of Tax codes for non-zero GST and Zero-GST Accounts Receivable and Accounts Payable transactions we have introduced validation rules and two new control parameters that will assist on this process.

      Control parameters:  

      • GST Type for No GST Supplier 

      • GST Type for No GST Client 

      On AP Invoices, AP Credits, and Subcontract Claims:  

      • if the supplier is flagged to not Use GST, then the system will default the GST Code on every line to the 'GST Type for No GST Supplier' Control parameter value, otherwise, it will default to the GST Type on the Activity.

      • if a line has zero GST value, then the system will validate that the GST Type specified has a zero GST rate. An error message will be displayed if this is not correct.

      • if a line has non-zero GST value, then the system will validate that the GST Type specified has a non-zero GST rate. An error message will be displayed if this is not correct. 

      On AR Invoices, AR Credits, and Contract Claims:  

    • if the client is flagged to not Use GST, then the system will default the GST Code on every line to the 'GST Type for No GST Client' Control parameter value, otherwise, it will default to the GST Type on the Sales Code 

    • if a line has zero GST value, then the system will validate that the GST Type specified has a zero GST rate. An error message will be displayed if this is not correct. 

    • if a line has non-zero GST value, then the system will validate that the GST Type specified has a non-zero GST rate. An error message will be displayed if this is not correct.

Feature Revisions

General

Inactive entities selection:
The selection of inactive entities has been reviewed across the entire Workbench platform and changes have been made to ensure only valid selections can be made.

In the example below Profit Centre “R&M: Repairs & Maintenance“ has been made inactive. It can still be used as a filter to display lists of Jobs that use it, however, when editing a Job’s Profit Centre the inactive Profit Centre cannot be selected. It also has an (inactive) tag appended to it for display purposes only:


  • In a View context filters will include inactive records in the list with “(inactive)” auto appended to the inactive entity and it will allow the selection of this inactive entity.

  • In a Data Entry context, the system will display a record with an inactive entity in it with the '(inactive)' tag auto-appended and will allow saving the record if the field is not edited.
    eg. Profit Centre [ R&M: Repairs & Maintenance (Inactive) ]

  • In a Data Entry context, the system will exclude inactive entities from the list when the field is edited
    eg. Profit Centre [ picker list will exclude “R&M: Repairs & Maintenance” ]

Lists

  • My Approvals:
    Control parameter BETA FEATURE - Approvals Report Hidden has been deprecated and with it, the ability to open a document report from My Approvals, instead of opening the document itself (except for MDE vouchers where the approval is done from the document SSRS report). This behaviour has been the default behaviour for some time now, so should not cause any disruptions.

Jobs

  • Contracts Forecasting:
    The value on control parameter 'BETA FEATURE - New Forecasting' was being cached by the application, which meant that a change to it was not taking effect immediately. This has been rectified.

Purchasing

  • Purchase Orders:
    A validation has been added to the import of Purchase Order lines, to stop the import of lines using inactive Stock Locations (wbImportPurchaseOrderLines).

  • AP Vouchers:

    • Total Excl value on an AP voucher header is now formatted with commas, like the rest of the other values on the screen.

    • Tax Code Validation:
      If the supplier is set to Not Use GST, then all GST values on the voucher will default to zero.
      There are also new Tax Code Validation rules explained in detail further below.

    • AP Credits - link to applied AP Voucher:
      On AP Credits there is a new link to open the AP Invoice the AP Credit is being applied to, for a user to validate the right one is being used. The AP Invoice will open in a new window on top of the current one.

Subcontracts

  • Inactive Subcontractors:
    Work Orders cannot be created for Subcontracts with inactive Subcontractors anymore.
    Subcontract Claims cannot be created for Subcontracts with inactive Subcontractors anymore.

  • Comments on Subcontract claim lines:
    Comments added to subcontract claim lines that did not have any other editing than the comment, were not being saved. This has been rectified.

Plant

  • Plant Assignments:

    • Plant Assignment screen now excludes Closed Assignments by default (only displays Entered and Approved).

    • qty = 1 on new lines:
      When adding a new line on a Plant Assignment, the default quantity is now 1 (instead of 0).

Timesheets

  • Timesheet Lines import now supports Start and End Times and Service Desk Log #.

  • Removing features related to the deprecated Daily Diary module:
    From next release, the Schedule field will be removed from Timesheet Groups, as this was only used by Daily DIary functionality and is not required anymore. Daily Diary has been replaced by Daysheets and Upvise Daily Diary.

Billing

  • Emailing an AR Credit to the client:
    When emailing the AR Credit document, the system now populates the To field with the client’s email address by default.

  • Workflow approval emails for an AR Credit:
    The emails triggered by a workflow approval on an AR Credit were not being sent. This has been rectified.

Quotes

  • Quote number to Job Reference:
    When creating a new Job from a Quote, the Job Reference field will be populated with the Quote Number.

  • At Revenue & Cost Element Cost sheets enhancements:

    • Selling Rate on Costsheet Revenue lines:
      When manually entering a Selling Rate value on a Revenue line ('At Revenue & Cost Element') the value was only saved after the second attempt at saving it. It now saves after the first save action as expected.

    • Cost Lines’Detail field is back:
      The Details field on Cost lines has been added back as per customers' feedback. It is hidden by default on Grid management.

    • When using Quote Cost Sheet Revenue Lines import on a Cost sheet, the Line Code field was not populated correctly. This has been rectified.

Month End

  • Processes - Month End Wizard:

    • Validation on Stock Close-out:
      On the Stock Close Out, when checking that zero Quantity On Hand also has a zero Stock Value, the system will now allow for small rounding differences of less than 0.10.

Integrations

Business Central

  • On Hold AP Invoice flag:
    Workbench now supports the sync of AP invoices' On Hold flag. An invoice can initially be exported as On Hold, and later on, released in Workbench by un-selecting the On Hold flag, and this new status will be synced to Business Central.

    ‘On Hold’ checkbox can now be updated even if the AP Invoice/AP Voucher has been exported. Is not editable if a payment has already been received.

    To enable this sync, the Released Invoice check box must be ticked on the Business Central Integration page in Workbench and custom extension v1.20.1.1 must be installed in the client’s Business Central instance

  • No labels