Workbench Release Notes

• Upvise Get Log No fix:
  Upvise changed their domain name recently so we can no longer make calls to the Workbench API from Upvise which affects clients who use the Get Log No functionality. Our AWS hosted clients will be upgraded tonight.

• Job Adjustments batch date:
  When an Adjustment batch is created the system now checks for the earliest open year period in the Other period type, and not the All type in Period End Maintenance.

New Features

Purchasing

• History of Purchase Orders:
  The history of events on a Purchase Order can now be viewed from each document. This is useful to understand and track any changes on the PO.
  
  There is a new button on the Purchase Order screen called More. This groups a few less frequently used actions like Editing report Text & the new View History screen.
  
  The new View History will show a list of events that happened on the PO like where the PO was created (Procurement List, a Service Log, a Plant Log, manually created, Purchase Requisition), changes to the Supplier and total PO amount, approvals, when the PO is emailed out and the email addresses it is sent to, the person and date the PO is completed, uncompleted, and unapproved.
  
  

  Open

  

  
  
  

  Open

  

  New PO History

   

Feature Revisions

Jobs

• Budgets:

  • Revenue Cost Element - rectified an issue with saving Markup on the Revenue line.

  • Revenue Cost Element - rectified the default cost line Description, it was incorrectly defaulting from the activity.

  • Revenue Cost Element - ensure the Job on the cost lines defaults from the budget header.

  • Revenue Cost Element - deprecate a rule that overrode the revenue Sell.
    
    

Purchasing

• Purchase Orders:

  • Purchase Order Line Receipts and AP Invoices:
    On the PO line popup screen where a user can view all transactions linked to the PO line, duplicate transactions were displayed in some cases on the AP Invoices section, where an AP Invoice and an AP Credit existed (both linked to the same PO and using control parameter ‘Reinstate PO Commitments From AP Credits’ which retains the link on the new invoice credit line to the PO line).
    These duplicate lines have been removed.

Stock

• Improved BOM (Bill of Materials) item visibility:
  On the stock item picker, on those items that are part of a BOM, the system auto appends ‘(BOM)’ after the Description.
  
  

  It is also appended to the items in the Stock Item list.
  
  

Plant

• Redesigned Plant List:
  This screen has been redesigned to display data that is more appropriate in an operational context.

  • It has two new sections that display:

    • current operations context: Driver, Location, Job.

    • service context: last reading, service due, last service Log linked to the plant item.

  • New service-related filters
    
    

Timesheets

• Timesheet line import enhancement:
  A new optional Reference column has been added (as the last column) on the wbImportTimesheetData import, populating JobTransactions.TimesheetRef2.
  
  

Billing

• Job Sales Invoicing:
  New filter to find invoices by Job Account Manager

• Internal Sales enhancements:

  • Job Transactions created by the internal sales process now have better references to understand where it is coming from (invoice title, invoice number, reference).

  • Unapproved

    When unapproving Internal Sales, the system now validates if the original transaction has been invoiced.

    • if so, unapproval is disallowed.

    • if not, the job invoice lines are deleted.

  • Transaction Enquiry

    • You can now open the Internal Sale document in a new tab, by using the hyperlink on the transaction in the Type column.

  • Internal Sales Batch Report
    It has been corrected to display the correct data and to use the correct link between revenue and cost transactions.

Quotes

• Extension columns editing:
  Extension columns can now be edited regardless of the status of the quote. They were previously locked once the Quote was sent.

• Performance enhancement:
  When creating a new quote revision of a large quote (150 cost sheets) the system was timing out. This has been fixed.

Month End

• Contract Claim Accruals process:
  A small change has been made on the new contract claim accrual process, and is now as follows:

  If the batch has been exported OR is flagged as not for export then:

  • The Generate & Batch button is DISABLED

  • The Finalise button is ENABLED

  Otherwise:

  • The Generate & Batch button is ENABLED

  • The Finalise is DISABLED

System Setup

• SSRS reports:
  Improved performance when rendering SSRS reports (specifically in those instances where control parameter Report Server Full Trust = Yes) and also when exporting a report or data to an Excel file.

Administration

• Data imports:
  New Employee Class import. It can be used for creating new employee classes and updating existing ones.
  
  

Integration

Workbench API

• Workbench API now supports exporting to a financial system that can be specified using:

  • Setting Financial System = Other and two additional settings used for financial system integration.

Upvise

Upvise Server Infrastructure Update
Upvise are releasing updates to their servers to enhance performance and security.

1. URL CHANGE: As a first step in the server update, the URL to access Upvise on the web (PC) will change from https://www.upvise.com/uws to https://s3.upvise.com

   1. Web users will be automatically redirected to the new URL, however will be redirected to log in again.

   2. Where you have bookmarked the Upvise URL in your browser, please update this to https://s3.upvise.com

2. MOBILE APP UPDATE: Mobile users will need to update their Upvise Mobile application available from 5th February to ensure Upvise is usable. Old application versions will no longer be usable after 1st May.

   1. Note: by default, the app update mechanism should update their apps in the background seamlessly.

3. DLL Update (Integration): Workbench will be updating the UpviseClient DLL to v3.0 as part of this upgrade (Expected to be available in release v4.6.25).

4. Public Form URL’s and PowerBI export URL’s will change, OLD URL’s continue to work seamlessly during the transition period however clients should gradually migrate over to the new URL.

From 5th February
• Web users using the legacy https://www.upvise.com/uws link will be redirected to the new URL and will have to log in again. You will see this message to advise:

• New Android and iOs Upvise app available with the new URL built-in available on AppStore and Google Play

From 19th February

• Client DLL v3.0 is expected to be available in Workbench General Release v4.6.25

• On-premise clients will be required to upgrade to this version before 1^st May 2024.

From 1st May:
• All users should have upgraded to the latest version of Upvise on mobile and UpviseClient DLL
• Public Form URL and PowerBI Link should already be migrated to the new URL.