4.5.13 - 20 Sep 2021

Owned by Maria Harreguy
Last updated: Sept 20, 2021
7 min read

Workbench Release Notes:

Hotfix Release 4.5.13.2

Scheduled Release - 20 September 2021

Subcontracts - Work Orders

This release fixes a time out issue on Work Orders.

General Release 4.5.13.4

Scheduled Release - 20 September 2021

 

Hotfix Release 4.5.13.2

Scheduled Release - 13 September 2021

Purchasing

  • Vouchers: After enabling Extension Columns in Vouchers, an error was coming up when approving (error message: 'Extension Columns metadata and physical table are not synchronized. Please check that table: Companies has VoucherID'). This has been rectified.

 

Beta Release 4.5.13.1

Scheduled Release - 13 September 2021

New Features

Subcontracts

  • Payment Basis new field:
    A new field has been added in a Subcontract - Dates tab, that determines how the Payment Due Date is calculated in a Subcontract Claim.


    It is a dropdown with 2 possible values:

    • Claim Payment Days - using this calculation: Subcontract Payment Date = Process Date + ClaimCertificationDays + ClaimPaymentDays

    • (new) Supplier Payment Terms - as for a standard AP invoice, using the Payment Terms period on the Subcontractor.

  • Dates tab - Process Date As:
    A new option has been added to Process Date As field in Subcontracts Dates tab. Current Period is the new option and sets the Process Date on a Subontract Claim to the Period End Date of the Current Period.
    This differs from the current option “Open Period” which is Period End Date of the earliest open period.

Purchasing

  • Purchase Orders - Copy PO Lines: A Job picker has been added to the Copy PO lines functionality, which will allow the user to indicate what job code to be used on the copied lines. Those lines that are invalid (invalid Activity or Work Centre) for the new Job Code selected will not be created.

Feedback space

A new space in Workbench Online Documentation has been added for Users to provide feedback in case what they are looking for cannot be found. The link can be found in the shortcuts on the left-hand side:

 

Administration

General Config - Extension Columns:
Extension Columns are now available on the documents below. The default Extension Columns View used is “Web Portal“:

  • Work Orders

  • AP Vouchers

  • AR Invoices

  • AR Credits

Feature Revisions

Jobs

  • Job Budget -

    • Enforce Budget option is now applicable on Work Orders.

    • When enforcing budget on a job, the validation will be done against Approved Budgets only. This is for those Budget Types that are included in Forecast.

  • Contract - Bonds:
    The Released checkbox in Bonds tab on a Job Contract has been added back. It is independent from the Released Date.
    When ticked → Intended Release changes to Actual Release

  • Contract - Cashflow:
    -A new Clean button has been added that clears the Cashflow values for the selected Period. A confirmation message pops up for confirmation before deleting.

     

Lists - Emails

  • Emails with Office 365: When sending an email from Workbench using Office 365 and the email fails to be sent, the email will not show in the user’s Sent Mailbox. The user will now be informed of this with a warning message: ”Your message was not sent. Please see email status for details.”.

Dockets and Daysheets

  • Daysheets:

    • Daysheet sequence numbers were not unique and this has now been rectified. Data will be automatically fixed on upgrade.

    • Dockets: Activity and Work Centre validation on Daysheet’s Dockets: Validation of valid Activity and Work Centre has been enhanced on Docket lines in Daysheets. Before, it would allow invalid Activity or Work Centre after changing the Job Code. This has been amended.

  • Dockets: Existing utility wbUtilityChangeWorkCentreCodeByJob, has been enhanced to now include Dockets as part of the tables that it updates.

Purchasing

  • Purchase Orders - Copy PO Lines: A Job picker has been added to the Copy PO lines functionality, which will allow the user to indicate what job code to be used on the copied lines. Those lines that are invalid (invalid Activity or Work Centre) for the new Job Code selected will not be created.

  • AP Voucher:

    • Scenario handling improved to cater for Source link not being displayed in cases of:

      • being on another page of the source PO

      • the voucher line for an unreceipted line where receipting is optional

    • GST type on Voucher lines - Where Voucher Lines have come from PO lines, the GST type will default to the GST Type on the PO Line if there is one. Otherwise, it will default from the Activity (current functionality).

  • Vouchers API - New API methods have been added:

    • Vouchers – the voucher header & PDF image

    • VoucherLineScans – the voucher line data

Stock

  • Stock Adjustment import procedure has been changed to handle BatchType 'Stock Adjust' and 'Stock Value', which is the batch type used in Web Workbench.

  • Several enhancements have been done on Stock Module:

    • Stock Transactions List:

      • On Inwards Goods transactions the Batch No from the associated accrual transaction (Job Transaction) is now displayed.

      • New filter by Batch No added.

    • Stocktake Adjustments:

      • When creating a Stocktake Adjustment, the batch will be created in the current period, even if the current period is closed for Stock. If current period is fully closed, an error message will pop-up.

      • When generating a stocktake adjustment line where there is no stock, or the calculated stock average cost is zero, it will now use standard cost.

    • Period Ends:

      • Validation on Period Ends screen: Stock can now be marked as closed at anytime, and the message advising that the Month End Stock Process had not been completed will not be shown. This message will only show when closing All the current period (not future periods). This allows users to close the Stock Period and perform the month end process later if needed.

    • Handling Zero Stock On Hand:

      • When Average Cost is zero use Standard Cost: When entering transactions where the average cost is zero (when there is no stock on hand), the system will use standard cost rate instead to make transactions more accurate. Transactions included: Stock Issues, Stock returns, Stocktake adjustments, Stock Transfers, Stock adjustments.

    • Month End Wizard Stock Close Out: The Generate button is now disabled only when the whole current period is closed (All) and the process has not been run yet. Before, it was disabled once the Stock period was closed from Period Ends Maintenance.

Subcontracts

  • Work Orders

    • Workflow messages: The initial message on a Work Order/Workflow/Messages tab, was lost when the Message was added right after the new Work Order was created (as opposed to creating the Work Order, closing the screen and reopening). This has been rectified and all messages are now visible from Messages tab in Workflow screen.

    • Creating a WO from Budget: The selection of Subcontract available are now only for jobs that are in the hierarchy of the budget header job and are not finalised.

Timesheets

  • Legacy EBA: When running the EBA process, any new timesheet lines that are linked to original Timesheet lines entered as Daysheets, will have a link to the original Daysheet (DocketHeaderID). This is in order to maintain traceability and be able to see the original Daysheet entries even after running the EBA process.

Billing

  • Inactive clients cannot be selected in a Job Invoice. In the case the client of the selected Job is inactive, the client will not be defaulted when creating a new Job Invoice, and an active one will have to be manually selected (or the inactive one be made active again).

  • Job Outputs: Job outputs can now be filtered by Work Centre in the Job Outputs screen.

  • Job Invoices GST Rate: GST rate on those Job Invoice lines where the GST is editable, had a rounding issue that has been rectified. GST total on the line was calculated correctly.

  • Revenue in Advance/ Prepayment / Deposit: On Job Financials, Revenue tab, a new column called Prepayments has been added, which displays any deposits or payments in advance (Sales Code type=Prepayment) against a job. The Value column has been renamed to Revenue.

'Job Enquiry Revenue Analysis’ layout needs to be reset in Grid Management for the new column to be displayed.

 

Quotes

After deleting Cost Sheets from the Cost Sheets tab, the Quote Totals are now recalculated.

Month End

  • Processes - Contract Claim Accruals: Claim Date column on this screen is now reflecting the Job Invoice/Claim’s Claim Date field. It was incorrectly displaying the Posting (Invoice) Date.

System Setup

Jobs - Price Codes: Disbursement type activities are now allowed in the Price Code setup.

Administration

Reports: The Report Viewer, used to render reports has been upgraded and should have no impact on the end user at all. No changes in performance.

Technical: For on-premise clients performing web upgrades from an older version (e.g. 4.4.20) via install.ashx or update.ashx to 4.5.11 and above returned an error. This has been rectified.

Application Access - Permissions: Permission names and description have been standardised for Workflow Administrator permissions for each particular document type: <Document type> Admin Review/Approval

 

Integration

MYOB AccountRight

  • When exporting a batch to MYOB AR, if the Workbench Profit Centre Export Code does not exist in MYOB in the Jobs list, the export will not fail, and instead the export will go ahead, and the job field will not be populated in MYOB for that document.