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Beta Release 4.4.17.x

Release 27 Jan 2020

Feature Revisions

General

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

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.

    • 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 -

    • The Comment specified when explicitly assigning an AP Voucher is now displayed in the Messages tab as part of the audit trail.

    • 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.

A. An option to specify the ‘Process Date As’ is now available. The options are:

(blue star) Received Date - This is the default and is consistent with the prior behaviour where the due date are calculated from the Received Date.
(blue star) Open Period End - This is introduced for clients whose subcontractor claim due date are period based. This results in the end date of the earliest (AP) open period.

B. The resultant ‘Process Date’ based on the subcontract option is displayed on the sub-claim. The Certification Due and Payment Due date are calculated from the Process Date, accounting for weekend and specified holidays based on the offset days specified for the subcontract.

Billing

  • Input/ Output Based Get Sales - The Unbilled Transaction tab now supports a Sell Value != 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:

A. Drag-drop will be disabled after approval to prevent the impression that line can be moved.

B. The Amount will now recalculate whether you tab or click off the Qty input.

C. Corrected the issue where the first line could not be indented on pages after 1.

D. The ‘Manual Ordering' button is now always available and will display the Sequence and Parent columns to allow for manual editing. Click the ‘Drag and Drop’ button to revert to the standard behaviour. Manual ordering is NOT recommended as it vulnerable to error, however it may be useful in some cases.

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 from 6 am NZ time to 8 am NZ time.

Integration

MYOB Advanced

  • Company Attributes on Imports

Customers and Suppliers in Workbench can be synchronized with corresponding records in MYOB Advanced.
In order to get a Supplier/Customer updated in Workbench database, the record in MYOB Advanced must satisfy one of the conditions below:

1 - Matching Branch Code
This is when the Branch code (Receiving on Suppliers and Shipping on Customers) matches the branch specified on the FinCo in Workbench.

2 - FinCo code as an attribute option
This is when the Financial Companies attribute on the Supplier/Customer record in MYOB Advanced has the FinCo code selected.

  • MYOB Advanced Stock
    Stock requisitions can be created in Workbench. When finalized, requisitions are sent to MYOB Advanced in the form of Sales Orders which are then expected to be fulfilled in MYOB Advanced. This process generates Sales Order lines in MYOB Advanced that 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.

This feature is enabled by switching on Stock on the MYOB Advanced Integration screen.

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.



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