Beta Release 4.5.11.2

Scheduled Release - 16 August 2021

Feature Revisions

General

• Screen Titles - For consistency page titles have been changed to match the menus on the site map (menus on the left hand side of the screen). The search on the search box at the top also searches for the same names as appearing in the menus and screen titles.

Open

• Popup Size - The following popups have been enlarged to facilitate more usable grids widths but they retain their 2 column form layout - Person, User, Company, Job Maintenance, and Job Details.

Open

Contracts

• Forecast - A [Reset] action is required on the ‘Job Contract Forecast' grid in Grid Management as the display now requires the ‘CategoryValue / Category’ column to be displayed i.e. Cost Category.

Timesheets

• Time Codes - Rectified a serialization error when saving a Time Code with hundreds of Cost lines.

Dockets and Daysheets

• Daysheets list - The ‘Approved By’ column was removed, as there is no approval for Daysheets in Web Workbench.

• Daysheet -

  • Timesheets - Job Work Centre validation is now in place Job Work Centres when adding a timesheet or plant issue line on a Daysheet Timesheet. This rectifies an issue from previous release where the Work Centre was being defaulted on the employee’s default Activity even though the Work Centre was not one of the Job Work Centres.

  • Stock - When creating a stock issue for a BOM item, when the Stock location in the BOM item header is not setup, there will be no stock issues created automatically for the BOM lines when saving. For the stock issues for those BOM lines to be created automatically, a Stock location must be set in the BOM header.

Purchasing

• Purchase Orders: Purchase Order Lines import now populates each line with the ID of the user that performed the import. Additionally, the import template has been modified to reflect that Work Centre is mandatory indicated by a * in the column header.

Subcontracts

• Subcontract - On setting up a new subcontract, you are now allowed to select any subcontractor. The Subcontractor suggestions list offered as you type will continue to be limited to subcontractor in the same Finco as the Job, however, the Subcontractor search popup will now allow editing the Financial Company filter to select subcontractors from other Fincos. Note when a subcontractor outside of the Job Finco is used these will result in inter-company transactions.

• Subcontract Claim - The sub-claim Report Viewer - Send popup now includes the standard Email Attachment picker.

Quotes

• Quote Cost Sheets - These can now be imported with these three new different import options as related to the Input modes:

  • At Activity, Work Centre → Quote Cost Sheet Lines By Activity

  • At Cost Element → Quote Cost Sheet Lines By Cost Elemnt

  • At Revenue & Cost Element → Quote Cost Sheet Revenue Lines

Administration

• Application Cache - On AWS the cache mechanism now uses MemCache whose API does not list items and the display will now a single line as pictured, but the [Clear] button does function as usual.

Integration

Financials - General

• Posting Date - The Posting Date is amended on GL, AP and AR exports to use Today if it is in the Batch period and before the Batch Date. Otherwise the Posting Date is the Batch Date as current behaviour.
  For GL Journals, the Tran Date will be the same as the Posting Date.

MYOB Account Right

• Additional caching for cache Payroll Categories and Employee Ids are introduced to reduce the number of API calls in order to mitigate the communication errors reported from MYOB Account Right.

SAP B1 Integration

• Business Partner property - A new control parameter Subcontractor BP Property is used to set the SAP Business Partner property number indicating a company as a Subcontractor. The control parameter is the number in SAP B1 corresponding to the Subcontractor flag in Workbench.

Xero

• Payroll - Rectified an issue where the payroll was not being exported when there were duplicate configurations in earning rates in Xero.

Upvise

• Invoicing a job out of Upvise will now attach the invoice to the corresponding log in Workbench when the invoice is synchronised back to Workbench and allows navigating from the Log.

Reporting

Reporting Revisions

• wbrsTimeByPayroll - The stored procedure is amended to include the TimesheetBreaks column.