Workbench Release Notes

General Release 4.6.2.1

Scheduled Release - 06 March 2023

Hotfix Release 4.6.2.2

Scheduled Release - 28 February 2023

• Upvise - handle Work centres with dashes:
  Rectified an issue that was preventing the import of Upvise native Timesheets using Work Centre Codes with dashes.

Beta Release 4.6.2.1

Scheduled Release - 27 February 2023

Feature Revisions

Jobs

• Budgets:

  • Job Budget approval email template:
    The link to the Budget and the Requested For were not resolving correctly. This has been rectified.
    

    

• Contracts:

  • Contract Claim Schedules:
    The Sales Code for Schedule lines did not default accordingly based on the Default Sales Code selected in the header. This has been rectified.
    

    

  • Line details field on Contract Claim Schedules has been increased to 250 characters.

Management Reports

• Job reports:

  • Job Summary with Margin and WIP Movement report has been fixed and the WIP calculations are displaying correctly now.

Dockets & Daysheets

• Docket Schedule Import:
  When importing a Docket Schedule an invalid error was displayed although the schedule lines were imported successfully. This has been rectified.
  

Purchasing

• Job Procurement:
  Creating Purchase Orders and Purchase Requisitions from a Job procurement list was not working as expected. This has been rectified.

• Purchase Order Status:
  With Standard PO approvals (not workflow approvals) the "PO Status" column showed as In Progress even when the PO was fully approved. This has been rectified to reflect the correct status when using Standard approval process.

• AP Vouchers

  • Deleting AP Credits was throwing an error. This has been rectified and AP Credits can now be deleted.

  • Multi-value review:
    Rectified an issue where the Review action was disallowed after re-assignment on a Multiple Value Workflow Schema. This was due to the reviewer limit being interpreted like an approval limit.

Subcontracts

• Token on email templates for Subcontracts:
  the Report-SubContractClaimApproved email template now supports the same tokens as the Report-SubContractClaim email template.

• Control mandatory dates on Subcontracts:
  Two new Control Parameters have been added to make Subcontract dates Contract Awarded date and Original Practical Completion date mandatory if required. If these Control parameters are set to yes, then a Subcontract Claim cannot be created until the mandatory dates are populated on the Subcontract.
  These control parameters are created with a default value = No, hence dates are not mandatory.

  • 'BETA FEATURE - Subcontract Contract Awarded date required before subclaim'

  • 'BETA FEATURE - Subcontract Original Practical Completion date required before subclaim'
    

Plant

• Plant Assignment Bulk Issues:
  Date filters have been enhanced to allow users to find Assignments that start and end on the same day, and a = option has been added.
  

  

Quotes

• Updating Markup % value on Cost lines (At Revenue & Cost Element):
  When updating the cost of the items using BOMs line items, the markup % and Rate were not updated automatically when the user updated the cost and clicked away with the mouse (using Tab works as expected). This has been rectified.

Work Breakdown

• Profit Centres:
  GL Suffix and Prefix on Profit Centres have been increased from 20 to 30 characters.

Administration

• Licences:
  All Role licences now have access to Purchase Requisitions and Plant Meter Readings.
  

General

• Old triggers populating the table AuditInformation have been removed. This table is not used for audit purposes anymore.

• Performance improvement:
  A new hourly task to clean the table where all the history of the scheduled/background tasks that run in Workbench are stored (syncLogLines) has been created. Runs everyday hourly from 10 PM to 5 AM. This keeps the size of the table at a reasonable size and makes the process of logging each executed task more efficient. This task deletes any records that are older than 2 months.

Integrations

Attaché

• Support for AP invoice batch exports is now available.

SAP

• GST on AR Invoices:
  To avoid discrepancies between Workbench AR Invoice total and SAP AR Invoice total by cents due to GST rounding differences the integration for AR Invoices now adds an adjustment line if necessary to ensure the total invoice value including GST matches Workbench.
  ADJ-OUT is the Tax Code used for the adjustment line.

Upvise

• Punch Items:
  A display bug was fixed in the punch item view to expose the project that the equipment is allocated to.

• Daily Dairy:

  • An enhancement has been made to the following daily dairy transactions to use Plant Work Centres and Cost activity groups.

    • Equipment Hours

    • Equipment Stock Issues

  • The daily diary is now also compatible with the following Upvise Job types (Service Logs): Project Jobs, Equipment Jobs, Site Jobs.

  • The Daily Diary Validates activity cost activity groups as set up in Workbench.

  • Check-in/Check out function within the new diary has been deprecated and superseded by the existing "Attendance Scanner" custom app.

• A change was made to cater for character "-" in the work center code when importing transactions from upvise to Workbench.