Workbench Release Notes

General Release 4.5.37.3

Scheduled Release - 12 September 2022

Beta Release 4.5.37.2

Scheduled Release - 05 September 2022

Feature Revisions

Jobs

• Month End data on Job Enquiry:
  This tab is now always enabled. It was previously enabled by a Control Parameter.
  This tab is designed to present a financial summary of the job based on data that has been batched and exported to the Accounting System. Key financial items like WIP and Accruals are displayed as part of this view, these are not normally shown on the Job Enquiry.
  
  

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  Month End data for a Contract Claim Job

Lists

• Companies:
  A Company name can now be up to 100 characters. This is editable from the Company Maintenance screen.

Dockets & Daysheets

• Daysheet transactions not editable:
  Timesheets + Plant Issues, Plant Issues, and Stock Issues entered from a Daysheet that are in batches that have been Closed or Exported, cannot be edited or deleted.

• Deprecating functionality from Daily Diary:
  On timesheet Groups, we will soon be removing the Docket Schedule field, as this is deprecated functionality from our past module Daily Diary, which has been replaced by Daysheets and Upvise Daily Diary.
  
  

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Purchasing

• Purchase Requisitions:

  • Lines with long Job names:
    Purchase Requisitions with lines with Job Names larger than 50 characters were throwing an error when displayed. This has been rectified and long Job names don’t cause an invalid error.

• Purchase Orders:

  • Closed Job selection not allowed:
    Jobs with a status of Closed cannot be selected on the PO header or on the PO lines. Purchases are not allowed against Closed Jobs.

Timesheets

• Log No on a Timesheet:
  On those Timesheets where the Log No column is enabled, and where a Log No is populated, the value was not cleared after the user deleted and saved the Timesheet. This has now been rectified and the Log No value stays empty after clearing it and saving the Timesheet.

Billing

• Input and Output based billing large amount of lines:
  The system can now handle a larger number of lines (hundreds) to be invoiced on the Get Sales screen.

Quotes

• Repricing Cost sheets:
  The repricing of Item lines (Stock Items) on a Cost sheet was excluding any lines with Activity type = Purchase. This has now been modified and Stock Items are repriced regardless of the Activity type.

Month End

• Locking Auto-batches while being exported:
  Extra validation has been added to ensure that while a system auto-batch is being exported, no additional data can be added to them. These batches are now provisionally flagged as exported at the beginning of the export process.

• Batching Negative Claims:
  To cater for those Financial systems that cannot handle negative invoices, we have introduced a new Control Parameter to decide how to batch and export a Negative Claim and Negative Subcontract Claim. Control parameter name: ‘Batch Negative Claims as Credits'
  When set to Yes, then for contract and subcontract claims where the total is negative:

  • the claim will be batched into an AR or AP Credit batch instead of an AR Invoice or Subclaim batch.

    Otherwise, the negative claims are batched as currently.
    
    

• Utilities - Adjustment batch:
  After a new Adjustment batch has been created, transactions entered, and then saved, the Print button remained disabled. This has now been rectified and the exciting Adjustment batch can be printed right away for your convenience.