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Released 19 June 2017


New Features

Jobs Invoicing

  • Claims - Contract claim assigned for approval will now display on the user's Approvals List. This feature was not previously available.

General

  • Percentage Control - A new percentage control has been introduced on forms for consistency and clarity. It requires percentage input as decimal and displays the percentage equivalent. The control updated the following fields:
    • Retentions Maintenance - Max Value Retention %,  Retention Step %
    • Activity List -  Mark Up %
    • WIP Code List -  Percent Complete, Profit Retention Percent,  Threshold Revenue Percent
    • Stock Items List -  Markup Percent

  • Homepage

    • The Homepage now displays a plus icon that is used to add a tile to a custom external url. The tile cannot be edited but may be deleted as per usual.

    • A new setting 'Sharperlight Dashboard URL' is available for use at any level. The Sharperlight Dashboard URL was previously a single system control parameter.

Purchasing

  • Purchase Order Details - The column POReference3 is now available on the PO lines grid under the header 'Line Ref', and may be configured from Grid management. It is hidden by default.

  • AP Invoice Details - On AP Invoice entry you are now able to include from Docket lines similar to the way you are able to include from PO lines. Note there is no support for partial docket line invoicing.

Administration

  • Utility - A Delete Company utility function is introduced for situations where a company is created by mistake. The function takes a company as an input parameter. A company is deletable only if it is limited to just the company, addresses and people. Any other data associated with the company (e.g. jobs, POs, AP Invoices) prevents deletion. The function access is permission controlled.

  • Role Details - A 'Run All Utilities' permission is now available for admin roles. Previously only utility specific permissions were available.

  • User List - WebWB requires the extended productivity hours to be setup, which was not required under the mde, and therefore require manual update of users. An initialisation script now does an auto setup for all active employee without extended productivity based on current control parameters for 'Default People Week Charge Hrs' and 'Default People Week Hrs'.

  • Cost Category - On install, if there is not already a cost category with 'Hrs' units, then we create a cost category of 'Labour' with units 'Hrs' and assign this cost category to all time activities. If there is already a cost category of 'Labour' then just update unit to 'Hrs'. This is required for the correct display of Job Enquiry.

Integration

  • Xero - WebWB now populates PaymentTermsType and PaymentTermsDays when syncing Companies from Xero.



Feature Revisions

Company

  • Company Details - Validation of unique company AP and AR Accounts are now in context of financial company. Previously uniqueness checking was global.

Work Breakdown

  • Activity Details - GST Account has been removed from Sales Code Details. GL Code, GST Type and Rate are now available for the activity code ZRET (Retention Type) or as configured.

Job Costing

  • Price Codes - An issue was identified where the new price code created on the web did not set the retail values correctly; this has been rectified but requires a user to RE-SAVE the Price Codes that were previously created on the web. Also the price code search popup was not paginating; this was corrected.

Jobs Invoicing

  • Get Sales - On Get Sales for Daily Diary external plant transaction i.e. for Type JTDO, we add plant code to 'Reference', and added supplier to 'Details'. This will allow for further clarity in identifying transactions to invoice.

Jobs

  • Job Enquiry - Additional permissions have been added to control access to the Revenue and Output tabs on Job Enquiry screen.

Purchasing

  • Purchase Order Details - On purchase order details, the jobs on the PO line were limited by the user Profit Centre Groups, and the user FinCo. Now PO line jobs are limited by user Profit Centre Groups only.
  • AP Invoice Details - We currently filter supplier by the batch FinCo. THis concept is extended to the POs, we now also limit the POs based on FinCo of the supplier.

Timesheets

  • Admin Timesheet - Previously on Timesheet Admin Approval when change the user, the header displaying the name would not change and may have caused confusion. This is rectified.

Contract Management

  • Contract Enquiry - Some updates are made to clarify the currency context on several Contract screens. The schedule totals are now displayed on the Schedules tab. The currecy is now switchable for the Budget and Schedules panels of the Summary tab for foreign currency contracts. A warning message is displayed whenever saving a budget or claim schedule results in their totals being mismatched.

Claim Schedule

  • Budget - This now displays the currency rate, defaulted to the current rate. This rate is editable based on a new permission "Edit Budget Currency Rate". The grid headers are updated to clearly indicate FC values for 'FC Retail Rate' and 'FC Revenue'.
  • The Claim Schedule sets the currency to the job currency, and is non editable.
  • On the Contract Summary tab the Cost, Margin and Margin % columns are now blank when the FC selected as it is irrelevant.

Administration

  • User List - A new Workbench support user account, login 'wbadmin' is now available. All previous support accounts are deprecated. The wbadmin will be aligned with the new licensing names and has access to all modules without affecting the client. Its email is accessible from the shared wbi inbox to enable forgot-password resetting if required.

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