Workbench Release Notes

IN PROGRESS

Beta Release 4.5.41.1

Scheduled Release - 31 October 2022

Contract Claim - schedules available for selection:
When searching for available Contract Claim Schedules on a Get Sales screen of a Claim, the schedules shown were not limited to those ones linked to the Job. This has been reverted.
Input Jobs - Summary tab:
Margin % (Sales/Profit) has been added to the Summary Invoice tab, and the existing columns order has been re arranged.

Utilities - wbUnexportAPARInvoice:
This utility has been updated to handle Invoices approved with workflow approvals. Once an Invoice is reset the workflow status is now reset as well.

Workbench Profit Centre added to AR Invoice Header on Exported AR Invoices
Workbench PC will be saved as an Invoice header dimension in Busincess Central. An AR Invoice Header Job can belong to a different Profit Centre than the Jobs of the invoice lines.

Job Receipts and Payment:
The process for importing Job receipts and Payments from SAP B1 to Workbench has been updated to ensure all of them come through.

Training Matrix:
Tasks generated from Training Records are now assigned to the administrator as well as the employee. Training Record forms now assign the employee as the owner as well as the person submitting the record. This will help with Data security and visibility of records for standard users whilst on a job site if audited.
Job Completion Notes on Logs:
A change has been made to always take the latest completion note on the Upvise Job and replace any existing notes in the log completion. Completion notes will be trimmed to 2000 characters in line with workbench Log completion limitations.