Job Transactions tab: Transactions can now be filtered by the Details field, making it much easier to find exactly what you are after.
Workbench Release Notes
Scheduled Release - 27 June 2022
Reallocate revenue to different jobs
There is new functionality to enable Job Invoices to be used to reallocate revenue to different jobs.
A dummy Job must be created with a Charge Type = No Charge.
This job code must be set on the new Setting Revenue Journal Job (set by Finco).
On Job Invoice Entry, if the job entered on the invoice header is a revenue journal job, the Job selection on the lines will be any Job on the FinCo.
Total must equal to zero on Approval.
These type of invoices will be batched separately from normal Job Invoices.
Billing Quoted Subjobs:
New functionality has been added to support Subjobs with a Quoted billing type that have a Billing Consolidation of 'Invoice Parent'. When an invoice is created for the Header Job, an invoice line will be created for each subjob with the Quoted Value defined on each subjob.
Job enquiry:
Job Transactions tab: Transactions can now be filtered by the Details field, making it much easier to find exactly what you are after.
Job Contract - Forecast:
A new control parameter has been introduced, which determines whether the new Forecasting methodology, Resource Forecasting, is used, and specifically whether BOB by Cost Category is available: “BETA FEATURE - New Forecasting”
The existing control parameter called “BETA FEATURE - Forecast Resources” just determines whether the Resource Forecasting features are displayed ([Forecast Labour] & [Forecast Plant] buttons).
After a Forecast was approved users could not open neither Labour Forecast nor Plant Forecast. This has been rectified and they can now be access to view only.
Daysheets:
On Timesheets tab:
the sorting of data by column has been reviewed and fixed where necessary.
when a plant line is entered:
the Work Centre Code will not default if it is not in the Job Work Centres for the job (if there are JWCs) and the description will be taken from the Job Work Centre descriptions if any.
On Plant tab, when creating a Plant Issue, the validation of the activity group of the job was not happening, allowing to select activities not valid for the job. This has been rectified.
On Dockets tab, Suppliers are sorted by Company Name.
Dockets:
Docket Reconciliation:
A display issue was causing the reversed dockets list to show extra one that were not linked to the Docket being reversed. This has been rectified now.
AP Vouchers
Images List:
The initial download of an Xtracta scanned document was displaying dates in a US format, however after refreshing or opening the editor dates were displayed in the correct date format. This has been rectified.
Manual lines from a scanned document:
The manual line created by dragging a scan line to This Voucher tab was not bringing across the scanned Rate. This has been rectified.
AP Voucher - Review validation is now configurable:
The control parameter ‘Enable AP Voucher Reviewer Value Validations Error’ now enables validation error on the review action. This is configurable as some clients implement reviewers as participants in the process prior to completion of voucher line coding, for example for capturing of the voucher header or goods receipting. However, since these are usually the minority this control parameter is defaulted to Yes.
Mobile Purchase Orders:
Attachments are now available from a Mobile Purchase Order. When the PO is emailed, it does not include attachments.
AP Invoices from Expense Claims:
AP Invoices from approved Expense Claims were being created with the OnHold attribute on, when it should have not. This has been rectified.
Purchasing Setup - Catalogues:
In addition to the existing catalogue lines import, a new catalogue line import has been created called Supplier Catalogues (wbImportSupplierCatalogues). It is enabled to handle 5,000 lines at a time. It can:
add new lines
update existing lines.
This is designed to import and update large catalogues provided by your suppliers.
Includes the columns below:
New optional columns have been added to the Catalogue Lines: Group, Category and SubCategory
Subcontract Claims:
The GST value was not being updated when the Retention was manually amended if GST Type was hidden on Work Order lines. This is catered for by falling back to the Activity GST Type if the Work Order line GST Type is not specified.
Job Manager Approval:
From this release onward, only Plant issues that are linked to a Timesheet will be displayed here. Stand alone Plant issues can be and should be viewed from Daysheets.
Log List:
Extra filters have been added to the Service Log list screen:
Site Address
Order Number
Job Receipts import now supports the import of job receipts processed through Cash Receipts Journals in Business Central.
Payments import:
When syncing Payments from MYOB AccountRight, the Amount is now FC Amount from MYOB (before it was LC Amount).
GL Accounts with dashes '-'
To handle GL codes with dashes the following logic has been applied:
If '--' is in the GL Code, then it will be used as the account/subaccount delimiter.
Otherwise, the last '-' of the GL Code will be used as the delimiter.
If the GL Code does not include a '-', then the whole GL Code is the account, and the subaccount is '0'
Rounding on Exports:
To calculate amounts correctly and avoid rounding issues, Quantity and Rate fields now have 4 decimals places.
Company Credit Status:
Credit Status on a Company’s financial tab in Workbench now syncs to “Credit Status” custom field on company record, if the custom field exists in Upvise.
Stock location active status:
The status of a Workbench Stock Location can now be synced to Upvise:
Workbench Job status is synced to Stock Location dataset Inactive column.
Workbench Job Status | Upvise Stock Location |
|---|---|
Finalised | 1 (inactive) |
Open | 0 (active) |