4.4.9 - 09 Sep 2019

Owned by Nicky Dalziell (Unlicensed)
Last updated: Nov 29, 2019
7 min read

Hotfix Release 4.4.9.22

Release 17 Sep 2019

This addresses:

  • New beta functionality label wrapping on Register Document extension columns.


Base Release 4.4.9.21

Beta Release 09 Sep 2019

New Features

Crew Timesheet (Daily Diary)

  • Break column - An optional Break column has been added to the Daily Diary Timesheet to allow easier capture of time quantity by specifying the number of breaks taken (of a predefined duration). The standard break duration (in hours) is specified in the setting “Break Duration Hours”. On specifying the number of Breaks taken, the Quantity is deducted by the total duration of standard breaks. The Breaks column is hidden by default and can be maintained in Grid Management.
  • Employee Profile - An optional Employee Profile column has been added to the Daily Diary Timesheet. If the User record does not have an Employee Profile, then the field will not be enabled during data entry. The Employee Profile column is hidden by default and can be maintained in Grid Management.

 

Contract Claim Accrual

  • Contract Claim Accruals - A new process has been developed to accrue Contract Claims. The batch is a reversing batch and you can choose to export the data to Excel via the Export button.

Notes:

Closing a batch does not stop the movement of the accruals. If you generate a batch with no Profit Centre, all transactions for that Financial company will move to that batch. The Contract Claim Accrual account is setup in the respective Financial Company details on the GL Accounts tab. A second reversal batch is auto-created for the next period, ready to export.

The accruals need to be run for the current period. The period can be changed via Month End > Period Ends.


Steps:

  • Choose the Financial Company (and Profit Centre if you want to filter this), select + New to create a new batch, this will default the Financial Company you selected, then select to Generate & Batch.

  • The Batch will be created. Select the Financial company to see the batches that have been created for that company. Where the transaction has been batched the Batch No will be filled in. If you have a batch selected and choose to Generate & Batch again, it will regenerate the batch with the current filter of Financial Company and Profit Centre. 

  • Use the Maintain button to open the Batch screen, to make changes to the batch header and\or to Print the batch. 


Feature Revisions

Contracts

  • Forecast -
    • Values are now displayed as rounded without decimals.
    • Expected Commitment popup has been updated to display the correct Outstanding value, and Expected Cost and Subcontract Risk columns are removed.

Jobs

  • Budget Detail - The cost and revenue lines in the budget are now validated against the Budget Activity Group. Previously the revenue was  validating against the Cost Activity Group.

Purchasing

  • Job Procurement List (name change from Procurement List) -
    • Selecting the Ordered Value link from the Procurement tab will open up the Purchase order list.
    • Changed the defaulting logic for the description field. 
  • Purchase Orders - Change the validation on the Workflow limits to the GST exclusive value.
  • AP Vouchers -
    • + New AP Voucher button has been added to the Voucher screen, so that you can create a new voucher from the voucher you have displayed. 
    • Show the PO Unit Rate on the PO Lines tab. This can be be maintained in Grid Management. 
    • Change the validation on the Workflow limits to the GST exclusive value.
    • The select Workflow Schema for a Docket based AP voucher is now based on the docket line job instead of the This Voucher job that would typically be the Docket Accrual job.
  • AP Invoice - Corrected a screen issue where the docket was approved as zero Rate after a specific sequence of clicks and edits.

Billing

  • Job Invoice -
    • The default Print format is now based on the specified Invoice Format, previously it was the first of the Print options. The Invoice Formats listed are defined in Invoice Type Maintenance and these now support formats based all all invoice report types.
    • The length of the 'Order No' field is increased to 50 characters to be consistent with Job Maintenance. This will be truncated for export if required, which depends on the financial system limits for where it is exported to.
  • Claim Based Get Sales - The [Save - Generate Billing] is enhanced to confirm recalculation of the retention if a manual value had been specified. If the retention is the auto-calculated value then it is automatically recalculated without prompting.

  • Job Credit - The Work Centre picker on the lines was not displaying the appropriate list, and this is rectified.
  • Job Output - Rates now saved to 4 decimal places. Get Sales amount will also reflect this change. 

Subcontracts

  • Subcontract Claim -
    • Stop a Subcontractor claim from being Saved or Approved when the Control parameter setting "Subcontract sign before claiming" has to be set to Yes and the Subcontract has not been Signed.
    • Grid alignment between the fixed and scrollable columns has been adjusted to account for misalignment during scrolling.

Daily Diary 

  • External Plant - 
    • Changed the hierarchy of the Plant code selection: 1) Restrict the Plant code in picker and dialog by the Docket Schedule\s on the Job. 2) If there is no Docket schedule on the Job and the user is a Crew Supervisor or Crew Admin Supervisor, allow the use of the Timesheet Group Docket Schedule. 3) The supplier will be restricted by the Plant Code.
    • Inactive Plant codes will not be displayed or able to be selected. 
  • Material - Moved the Material Code to the left of the Supplier. Changed the hierarchy of the Material code selection: 1) Restrict the Material code in picker and dialog by the Docket Schedule\s on the Job. 2) If there is no Docket schedule on the Job and the user is a Crew Supervisor or Crew Admin Supervisor, allow the use of the Timesheet Group Docket Schedule. 3) The supplier will be restricted by the Material Code.

Dockets

  • Removed the validation for a negative quantity for docket reversals when the docket list is saved.
  • Restricted Line codes to the Docket Schedule attached to the job, which in turn will restrict the supplier. 

Plant

  • Plant Assignment List - Added the Excel Export functionality to the Apply Filter button in the Plant Assignment List.
  • Plant Issue Batch Detail - The Work Centre is now limited based on Job Work Centres where specified.

Stock

  • Δ  Stock Return Batch Entry - The return quantity is now specified as a positive for returns, where previously a negative was expected.The TranType was corrected and is now 'I'.

Human Resources

  • The metadata attributes for the HR Module:  Courses_Sno, Passes_PassType attribute and Education_PassYear reference /lookup type can now be changed. 

Workflow

  • Simplified the workflow process, by not displaying the Assign Reviewer/Approver popup if the list only has one person to review/approve.
  • Change the validation on the AP Voucher and Purchase Order limits to the GST exclusive value.

Administration

  • Invoice Types - Now support formats based all all invoice report types - AR Invoice, Contract Claim, and Output Claim. It was previously restricted AR Invoice.
  •  Site Maps - The development site map 'Admin V4' is no longer available and any references to it have been converted to the standard 'Admin Master' site map.

Utilities

  • The wbUtilityChangePurchaseOrderSupplier now changes the Supplier address as well as the Supplier. 


Integration

MYOB AccountRight

  • Payment import - Added external ID's to AP invoices. When payments are made in MYOB, the import process will check: 1) if the AP invoice has an external ID and match against this, then 2) match the AP Invoice ID against the MYOB Purchase No. Where there are manually entered AP invoices in MYOB that have the same Purchase No as Workbench AP Invoice ID and there is no External ID, and the AP invoice in Workbench is fully paid, you can stop incorrect payments from being logged against the invoice. The System Admin user can go to APInvoices in the Scaffold and add an external ID to that invoice ie: PAID. When the payment import is run, the manually created invoices will not find a match to the Workbench AP invoice. 

MYOB Advanced 

  • Voided AR Receipts and Payments - Added the functionality to import voided receipts and payments into Workbench.
  • Payroll Export file - Added the ability to export the payroll batch to a flat file. In Settings > File Based Payroll Export, add the financial company that you intend to use the Payroll export for and tick the value box. When the payroll batch is exported, the flat file will be emailed to the the user who exported the batch. Make sure the user has a valid email address in their user record.

  1.  Open the *.csv file in the email, save this file as an *.xlsx file. MYOB Advanced needs this formatting to accept the file. 


In MYOB Advanced:

  1. The first step of the process is to navigate to the “Import Timesheets” screen in MYOB Advanced via the People module.

      2.Then upload the excel file that is generated by Workbench.

Timesheet data will be imported into the below screen.


3.  In MYOB Advanced payroll module - Add a new Pay.

4. Add a new Timesheet import and via Actions Upload the *xlsx spreadsheet with the corresponding dates to the pay run.

5. In the newly added pay run select Import Timesheet. 



Reports

Report Revisions

  • wbSubcontractorReports001 - Subcontractor Insurances - Report now prints the company name when a subcontract doesn't exist.
  • wbSubcontractClaim001-006 - Subcontract Claim Reports - Improved Subcontract Claims reports performance.