Workbench Release Notes

Upvise Reminder

New Upvise Integration URL - Deprecation of OLD integration method 1st September 2023:
Upvise has introduced a new Integration model available in "My Account"--> "Integration".

The key feature includes:

Unified Export URL for both archive and production database.
Designed for performance and scalability.
New Security architecture with new private API Token and secure storage of credentials.
Time Zone with DST support.
Logs & traceability of export URLs.

Any clients using deprecated URL links for reporting in SL or PowerBI will need to migrate over to using the new integration URLs - Please engage your consultant for guidance on this.

The deprecated links will be removed from 1st September 2023.

Beta Release 4.6.14.1

Scheduled Release - 14 August 2023

New Features

General:
A new Tooltip has been introduced to highlight new features that may be of interest. This will typically include a link to the related Release Notes where you can get further details on the functionality. The image below illustrates the Tooltip for the ‘Surcharge and Discounts’ feature.

Feature Revisions

Jobs

Contract Enquiry:
Additional precaution added to procedure to prevent update of forecast if the year/period is not open for forecasting, even if the screen allows the button to be clicked.

Purchasing

Purchase Order Schema:
Updated the schema matching to support matching to subjobs when the specified job was not level 1.
AP Voucher:
Enhancement for an approved voucher so the Docket Lines tab now displays the associated docket lines reconciled to this voucher.

Subcontracts

My Approval:
Fixed an issue where a subclaim was not listing for the Assigned Approver when using “Standard” approval.
Subcontract Portal:
Added additional safeguard to disable editing Subcontracts by subcontractor users.
Note: This safeguard has affected clients that have marked their internal company as a ‘Subcontractor’, and this indicator should not be ticked.

Plant

Plant Enquiry:
Rectified an error when using Excel Export from the Recovery tab.

Expense Claims

Expense Claim Emails:
Enhanced configuration for emails:
- Email when paid: The paid email is now optional with the "Email Expense Claim Paid" setting.
- Email when approved: The approved email is now optional with the Setting "Email Expense Claim Approved" setting. It is no longer determined by the “Expense Claim Workflow Email Enabled“ setting.
- Note the “Expense Claim Workflow Email Enabled” setting is used for email configuration for both Standard & Workflow processes.

Billing

If Order number in AR Invoice and AR Credit exports is longer than 20 characters, then truncate to 20 chars in the export SPs.

Administration

Utilities:
wbImportActivities supports optional ActivityGroupCode column that links the Activity to the group if specified.

Reporting

Stock

wbrsStockList:
Updated the on-hand value calculations that was using Items instead of Stock By Period for that location.

Integration

File Export

Sage:
File-based AR Invoice and AR Credit exports not truncates the string if the JobInvoices.OrderNumber is longer than 20 chars.

Upvise

Punch item 'Created Date” column control:
- The “Created Date” is now available in punch item columns display options. Clients wanting to receive this update should raise a request with workbench support.