Hotfix 4.2.9.35

15 Nov 2017

• Fix to Plant Rate Codes on Service Logs and Daily Diary
• Fix for Xero Payroll Export
• Population of Plant Issue Work Centre on Daily Diary Time and Plant

Base Release 4.2.9.32

13 Nov 2017

New Features

Homepage Standard Tiles

• The standard Homepage tiles have been updated to include links to Workbench User Guide videos, Documentation (also available under Profile - Help), and Release Notes. Note these will not be visible if the Homepage has been customised.
  
  • User Guide: https://webwbdoc.atlassian.net/wiki/spaces/GUIDE/overview
  • Documentation: https://webwbdoc.atlassian.net/wiki/spaces/WB/overview
  • Release Notes: https://webwbdoc.atlassian.net/wiki/spaces/RN/pages/8519733/WebWorkbench

Plant Extension Views

• Extension View maintenance has been enhanced to use a view condition, and editing of criteria; and the data is mde compatible. The Plant Detail - Extension Columns tab is enhanced to use the Extension View conditions, and now provides the appropriate display and edit of conditional views. Other entity Extension Column tabs are still limited to the default view only, although this is configurable.
  

A. From Extension Column Maintenance select the Extension Type to configure; this example uses Plant as a typical example.

B. Click Views to navigate to Extension Views Maintenance.

C. Select the View to edit or create a new view; the example created a 'Leased Ownership' view.

D. We assume there is not an appropriate Criteria, so we select New from the ellipsis menu.

E. The Criteria popup is displayed and we specify the details; specifically OwnerType as the criterion field.

F. On save the criteria is not available.

G. We select our new criteria.

H. We specify the Criteria Value for which the view displayed i.e. Leased; note this may sometime be a numeric key.

I. We specify the fields to display in the view.

J. We Save our view configuration.

K. Preview will display an example from our data if we have any data meeting the criterion.

Plant Metering

• A Meters tab has been added to Plant Item popup. This tab provides the compatible metering behaviour available from the mde with regards to the definition of meters on a plant and the capture of reading for the meters on the same tab. This is base metering functionality only, and there is currently no support for plant servicing.
• The Update Cumulative, and New Meter will be disabled if the user does not have 'Plant Meter Admin' permission.

A. Define a new Meter if necessary; this specifies the 'standard' types of meters for use. Note the Meter Type defines the behaviour of the meter:

• Reading - a meter based on a reading on the meter e.g. a typical odometer.
• Calendar Days - a "meter" that is based on passage of days e.g. WOF.

Also the Clock Value (reset / expiry) is the key attribute and is common to all meters of this type.

B. One the 'standard' meter is available it is used to define a specific Plant Meter e.g. a hub odometer in a specific truck. The Clock Value is inherited from the selected meter. The Cumulative will start at zero, but can be adjusted e.g. for second hand vehicles, using Update Cumulative. If there is more than one plant meter then one must be selected as the default meter, and this is used in defaulting for readings.

C. Click 'New Reading' to begin recording the readings. Process-wise the following are important to note:

• The first reading entered should be marked as Type 'Change out', and the reading records the start value of the clock e.g. first reading of say 20 on a new plant that traveled 20 kms to be delivered; and the following reading is distance used. This is also used should the meter be replaced / changed out and this records the the meter prior to use.
• Only the latest reading is editable.
• A 'normal' usage reading has a blank Type.
• Any out of sequence reading (older than the latest reading) will be auto typed as 'Excluded'.
• Should the new reading be less than the latest reading, then it is auto marked as 'Clocked'.
• The type can be explicitly selected.

D. The new reading is specified for the new plant meter. The default meter is auto displayed.

E. On saving the reading, the Assumed Daily Rate and Cumulative reading is calculated; and a Note displayed for exceptional readings.

F. The following are only available on 'Plant Meter Admin' permission:

• New Meter - Definition of new meters
• Update Cumulative - Update of the cumulative from a reading onward

Feature Revisions

Contracts

• Contract Enquiry -
  
  • Summary -
    
    • Display issues regarding Forecast Cost Budget and value display formats rectified.
    • Budget summary - The 'Budget Margin %' header is revised to indicate 'Margin %' or 'Markup %' based on the existing control parameter 'Job Margin Display'; and the calculation is now available across all budget types. The control parameters 'Job Margin Display' specifying whether a margin or markup is displayed; and 'Forecast Additional Current Budget Types' specifying which budget type is included in the forecast, are now available for the web and the Budget summary labels dynamically reflect their state.
    • Forecast summary - This has been similarly revised to display the margin for Original, Current and Forecast based on the same control parameter.
  • Work Centres - A Work Centres tab is added to the Contract view, similar to that in Job Maintenance. Noting that the contract view provides a list of work centres including sub-jobs, where the Job Maintenance view list on those on the current job.

• Budget Detail - Validation error message on Budget Detail has been improved.

Daily Diary

• In Time and Plant Entry, the Work Centre of the Plant Issue is now always populated with the Work Centre of the associated time transaction.

Jobs

• Job Enquiry -
  • Additional filter options for Activity Type and Tran Type are included on Transactions tab of Job Enquiry.
  • Amount formatting rectified on Summary, Details and Orders tabs.

• Job Maintenance - An issue of not defaulting the Description when adding multiple Work Centres in one session has been rectified.

• Job Wizard - The population of the Check Against Budget field from Job Templates has been corrected.

• Job Financials - Amount formatting rectified on list.

Purchasing

• AP Invoicing -
  
  • Previously Updated AP Invoices could be unapproved, and subsequently re-exported. Now AP Invoice with an Updated status cannot be unapproved, or edited in any way.
  • PO Confirmation -
    • The Receipted Qty and Value are now displayed on the AP Invoice PO Confirmation popup; useful if an Inwards Goods process is implemented. If not required these fields may be hidden using grid management.
    • The PO Confirmation defaults on AP Invoice are now select-able between PO Outstanding and Receipted Not Invoiced depending if an Inwards Goods process is implemented. Note the control parameter 'Auto Receipt With APInvoice' in this case. The default is based on control parameter 'Confirm Pos Default Receipted'

Subcontracts

• Subcontract Details - The Subcontract Claims tab now also displays the Batch Number for ease of reference.

• Subcontract Claim -
  • Subcontract Claim Reference (used for AP Invoice Number) is now checked for uniqueness for the subcontractor / supplier.
  • An issue where user updated retention or GST values were reverted on assigning the approver was rectified.

Plant

• Plant Details - 
  • The datasheets tab is now available on plant item listing related datasheets. This is equivalent to that on the plant job.
  • A check has been added to ensure a default Plant Rate is selected when saving.

General

• Standard Roles - The 'Approve Own Work Order' permission is now in the 'General' global role.

Reporting

• Report Dashboard - The Report Administrator permission has been deprecated to streamline the setup process so:
  • Any user is able to save their own favourite report parameters (default), or share them
  • Report access is solely controlled by a user's Report Groups
  • The 'Report Administrator' permission has been removed
  • Note: Any one may edit or delete share report parameters.

Integration

When exporting to MYOB or Xero, the Details on AP and AR Invoice Lines can be populated according to the following Settings:

Interface AP Invoice Line Details
A template for AP Invoice Line Details when exporting, using any of the following tags:
<LR> (Line Reference)
<LD> (Line Details)
<BN> (Batch No)
<JC> (Job Code)
<JD> (Job Description)
<WC> (Work Centre Code)
<AC> (Activity Code)
<AD> (Activity Description)
<CN> (Company Name)

Interface AR Invoice Line Details
A template for AR Invoice Line Details when exporting, using any of the following tags:
<LR> (Line Reference)
<LD> (Line Details)
<BN> (Batch No)
<JC> (Job Code)
<JD> (Job Description)
<WC> (Work Centre Code)
<SC> (Sales Code)
<CN> (Company Name)

MYOB

• The MYOB Payroll export now details of the specific person or people who are the source of validation errors.

XERO

• The Xero integration has been re-enginerred to minimise the number of API call required, and so avoid the limit of 60 calls per minute.

Unexport Invoice Utility

A Utility called wbUnexportAPARInvoice has been added to change Updated AR or AP Invoices back to Entered status. This is to cater for when an invoice has been exported with incorrect data, has been manually corrected in the financials, and so needs to be manually corrected in Workbench.

File Based Exports

Previously, when using file-based batch exports, the Status on AP and AR Invoices was not being set to Updated.  This has been fixed.