Base Release 4.2.19.20

Release 30-Apr-2018

IMPORTANT

Δ #1 For 4.2.19, before performing the upgrade to the web application, following steps must be taken to ensure the database and application can be upgraded properly.

Step 1: Run the SQL script below on the Workbench database to add an extra UpdatedDate column to People table.

          EXEC wbAddColumn
                'People',
                'UpdatedDate',
                'datetimeoffset not null',
                'getUtcDate()'

Step 2: Stop and restart the IIS Application Pool for the Workbench application.

Step 3: Now proceed with the regular upgrade process.

Feature Revisions

Purchasing

• Purchase Order Details -
  • The Workcentre on the purchase order lines may now be hidden via grid management provided the default workcentre based on activity is defined, otherwise an error message is displayed. Previously a hidden workcentre would always cause an error message.
  • The error on Purchase Order Detail when the Units column was hidden is corrected.
  • Purchase Requisitions / Purchase Orders - Two control parameters were added to control if the Required Delivery Date on header and lines is mandatory:
    • Mandatory PR Required Delivery Date as Yes/No, default No
    • Mandatory PO Required Date as Yes/No, default No

• AP Invoice Details -
  • Unapproving an AP Invoice zeroed the header values, and this is rectified.
  • The PO Lookup on AP Invoice has been updated to exclude completed POs.

Jobs

• Jobs Financials List - Minor column resizing for readability, and is now grid managed under 'JobFinancials'.

• Job Wizard - The Create Contract step has been updated to default the rate from the currency table. Previously this had to be explicitly updated by the user after the wizard.

Billing

• Jobs Retention Release - The Job Retention Release invoice number was based on the Locations table, and this has been updated to be consistent with AR Invoice numbering by using the 'Next Job Invoice Number'. There is no behavioural change as this introduces a flexibility in configuration not previously supported.

Work Breakdown

• Price Codes - The Price Code copy was not displaying all lines copied, and this is rectified.

• Output Schedule - The Pencil icon for the Details grid column was not updating the text in the grid lines. This is rectified.

Datasheets

• Datasheet Template - Minor refinement to the template screen to improve usability.

Reporting

• Report Viewer -
  • The report viewer for job invoice is updated so that the download option for PDF, Ms Word, and Ms Excel now has the filename set to <reportfilename>-<invoicenumber/id>. This also applied to POs, Subcontract claims, and Work orders.
  • When sending the report / document, the default CC is removed if it defaults to the same email as the To. Also the name is now optional, currently is required.

• Reports Dashboard -The dashboard had been paginated to improve performance and a pagination control added at the bottom.

• Report Type Details - Added token support for Report Type defaults in the same manner as saved report queries. This allows for better control of the default report parameter values.
  • Date:
    $Today | $StartOfThisWeek | $EndOfThisWeek | $StartOfLastWeek | $EndOfLastWeek | $OneWeekAgo | $TwoWeeksAgo | $StartOfThisPeriod | $EndOfThisPeriod
  • Year Period: The reference point for This is the currently set period on the Control table
    $ThisPeriod | $PreviousPeriod | $TwoPeriodsAgo | $ThreePeriodsAgo | $NextPeriod | $EarliestPeriod | $YearStartPeriod | $LatestPeriod | $EndYearPeriod
  • Person:
    $Me
  • Profit Centre:
    $MyProfitCentre
  • Week Ending:
    $PreviousWeekEnding

Administration

• User Details - Addresses an issue with the Settings tab that was disabled in the course of introducing the Page Parameters popup.

• Email - A setting 'BCC Email Sender' has been introduced with global/person values; with a default global as ON. The default is consistent with the previous behaviour where email explicitly send by a user was automatically BCCed to the sender for their records. This may now be configured globally with person level differences.
  

Reporting

New Report

• wbPlant004 - New Plant Rate Code by Plant report provided.

Report Revisions

• wbJob001 - This report was using collapsible data that is not compatible with the  current pdf viewer, and so is updated and shows all data when displayed.

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