Beta Release 4.4.17.14

Release 28 Jan 2020

• Δ #1 For MYOB Advanced sites this release requires an end-point upgrade v6.00.00.8.

Feature Revisions

General

• Company Details - The label typo for the ‘Bank Account Ref 2’ field is corrected.

• Workflow Engine - The Comment specified when explicitly assigning a workflow document is now displayed in the Messages tab as part of the audit trail.

Timesheets

• Timesheet Daily - Editing the timesheet hours Qty for an Allowance activity by a plant driver was displaying an error message. This is now rectified.

Purchasing

• Purchase Requisitions -

  • The workflow Finco matching entity for PRs have been amended to match on the PR’s header job Finco, rather than the submitting user’s Finco.

  • Also an issue where multiple Finco were not matching is rectified.

• Purchase Orders -

  • Rectified an issue where the Work Centre was not being re-defaulted when the Activity was changed.

  • Rectified an issue where changing the Work Centre cleared the Line Description field.

  • The Messages functionality is now only enabled after saving. This is to prevent messages / email being sent with a PO number of zero.

  • The PO link from the PO approved email was displaying the PO incorrectly. This is rectified.

• AP Vouchers - PO Lines tab -The Activity will now be display based on Grid Management. Previously the Activity did not display correctly.

Contracts

• Forecast - Previously the user would be required to click ‘Refresh’ after having imported forecast adjustments to have them displayed. This is no longer required and the Refresh is auto triggered after the forecast adjustments import.

Jobs

• Budgets -

  • When budgeting by Cost Element and specifying an employee, the Cost Rate will now default to the employee’s class rate.

  • Budget in My Approvals List will now displayed the Internal Reference rather than the record ID.

  • Zero and negative total value budget such as may arise from de-scoping of work, can now be submitted for approval. Previously a rule prevented these scenarios.

• Job Enquiry - An issue where the Details tab was retaining a cached view of its data is resolved. Now performing a browser refresh (F5) will display the latest data.

Subcontracts

• Subcontract Claim -

  • An error is now displayed on saving if the claim date is prior to any of the WOs that have been claimed against.

  • The claim Certification Due and Payment Due dates have been enhanced.

Open

Billing

• Input/ Output Based Get Sales - The Unbilled Transaction tab now supports a Sell Value ≠ (not equal) criteria.

• Claim Based Get Sales - The lines from inactive schedules will now be displayed to show their previous claim values, but will be disabled to prevent further claiming. If the invoice was previously created and the inactive schedule lines are not visible then use the ‘Refresh’ button.

Work Breakdown

• Claim Schedule - Some enhancement to improve the general usability:

Open

Stock

• General - A new ctrl param ‘Stock Module Process' with options ‘Legacy’ and ‘Stock’ has been introduced, the default being 'Legacy’. This will retain backward compatible behaviour before the introduction of the web Stock module.

Administration

• Users - The Expense Claim input is now available on the Main tab based on the user being an employee rather than having a login. This caters for situation where expense claim are captured on behalf of the employee.

• My Approval Daily Reminder Email - The scheduler time is amended to 6 am NZ time / 8 am Melbourne time.

Integration

MYOB Advanced

Δ #1 For MYOB Advanced sites this release requires an end-point upgrade v6.00.00.8.

• Company Attributes on Imports

• MYOB Advanced Stock
  Sales Order lines in MYOB Advanced are imported back into Workbench as Stock Issues against the appropriate Job.
  Stock issues can also be imported into Workbench from Stock Receipts to handle Stock Returns and from Warehouse Issues to cater for manual issue of stock.

  • Warehouse Issue - The Warehouse Issue Integration imports Warehouse Issues from MYOB Advanced into Workbench via API Integration.This allows the costs of Warehouse Issues that have been released in MYOB Advanced to be allocated to Jobs in Workbench through Stock Issue transactions.

  • Sales Orders - The Sales Order Integration imports Sales Orders from MYOB Advanced into Workbench via API Integration. This allows the costs of Sales Orders that have status of completed in MYOB Advanced to be allocated to Jobs in Workbench through Stock Issue transactions.

  • Projects - The Project synchronization exports Jobs, that have been modified in Workbench, to MYOB Advanced as Projects.

  • Stock Receipts - Stock Receipts are imported from MYOB Advanced into Workbench via API Integration. This creates stock return transactions in Workbench from Stock Receipts that have been released in MYOB Advanced.

     

Payroll Batch

• Corrected an issue that incorrectly reported a batch as empty.

Reporting

Report Revisions

• Job Invoice Schedule report type - Added Not equal to, Is One of and Is Not One Of to Invoice Status filter.

• wbDailyDiary001 - Daily Diary Daysheet - Comments field is now included.

• wbSubcontractTransactions002 - Subcontract Retentions Outstanding - Added Decimals onto this report.