Hotfix 4.2.21.25

Released 21-June-2018

Timesheets

• Corrects an intermittent error reporting Year: 0 and Period: 0 when Daily Diary (i.e. Time and Plant) is used in parallel with a regular Timesheet entry.

Hotfix 4.2.21.24

Released 12-June-2018

Subcontracts

• Work Order Detail - Rectified an issue on saving a Work Order when using the AFE work order approval process.

Workflow

• Permissions - The permissions “Workflow Reviewer” and ” Workflow Approver” are now granted to the 'General' global role by default to retain backward compatibility of purchase requisition workflows. Refer - Important note of 4.2.21.16.
  

Hotfix 4.2.21.17

Released 01-June-2018

Purchasing

• Purchase Requisitions setting - The Purchase Requisition Delivery Address Types settings not default as active if created.

Dockets

• Docket Entry - The screen import button was calling the incorrect import procedure. It is rectified to wbImportDocketLines, NOT wbImportDocketOutputs. The activity and work centre are now required in docket lines import.

Base Release 4.2.21.16

Scheduled Release 28-May-2018

IMPORTANT

Δ Purchase Requisitions - Manually grant the permissions “Workflow Reviewer” and ” Workflow Approver” to the roles that apply in the PR Workflows i.e. ‘Requester’ and ‘Reviewer/Approver’ to prevent error messages on submission. This will be auto granted in the next release.

New Features

Quotes

Creating & Editing a Quote

• • Δ Note, the Quotes feature uses integration between the Quote Excel spreadsheet and Workbench; and requires a consultant to setup an API key for this purpose otherwise error messages will be displayed.
  • (A) Quotes can be accessed from Other - Quotes option on the menu; and this displays the Quotes List screen with the usual filtering functionality. The list is able to display the various saved versions of a Quote.
  • (B) Use the New Quote button to create a completely new quote or a new version of an existing quote; in which case you will select the existing version you wish to use as the basis.
  • (C) On completing (B) you are presented with the new quote details or the selected base version. Complete or update the details as required and Save.
  • (D) You may also editing an existing version of a quote without creating a new version by selecting the link from the list. This displays the quote details in the same popup as a new quote or new version from (B). Update the details as required and Save.
  • (E) For a new quote, or if you require a blank Excel Quote template, select the required Quote Template to download. Current there is a single template option.
  • (F) Should you be editing an existing quote then the previous populated version of the template is available as an attachment. Select the item with the most recent date.

Use Excel Template

• • On opening the template some Header Detail field will be pre-populated based on the data capture in the Quote (as above).
  • (A) Select the Workbench menu option to see the Quote Template toolbar.
  • (B) Use the New Cost Sheet option to create a new cost sheet. You may have multiple cost sheets if required. Each cost appears as a sheet tab as usual.The cost sheet allow for breakdown of costs in terms of the 3 basic facets Labour, Plant, and Activity (or materials).
  • (C) Additional Item or Detail rows may be added as required.
  • (D) When complete then the spreadsheet should be saved and the respective imports prepared using the prepare buttons. After data preparation the spreadsheet must be saved.
  • (E) Use the Attach File button to load this spreadsheet as an attachment to the quote for record keeping.

Load Excel Data

• • (A) Once the Quote Template Excel spreadsheet is complete then the Job or Jobs for this quote are created using the Job Wizard. The jobs are a prerequisite to the data import as they are referenced in the lines.
  • (B) Use the Import Budget option to create the budget header and load the relevant prepared budget data; as per above. Note that Plant related budget elements are only available in the next release.
  • (C) Use the Import Outputs Schedule option to create the output schedule header and load the relevant prepared output schedule data; as per above.
  • (D) Use the Import Claims Schedule option to create the claims schedule header and load the relevant prepared claims schedule data; as per above.

Quote Template Management

• • (A) Access the Quote Template List from System Setup - General - Quote Template to manage available templates.
  • (B) Click the filename link of a template to download the Excel file. Make the amendments as required. Note this activity may break the template functionality if you are not familiar with Excel and the functionality of the template.
  • (C) When the template file is ready, click New Line to add a new template and provide a name and description.
  • (D) With the new line in edit mode (green), click the paperclip to attach your new template file, and click Save. The new template will then be available for use.

Feature Revisions

Timesheets

• Several timesheet entry and approval functions have been renamed to make it more obvious what they are for.

• My Timesheets - The hours totals for Entered, Standard and Variance are now displayed on the list.

• Daily Timesheet -
  • The timesheet lines are now sorted by Non-editable lines first followed by Timesheet Date, Start Time, and creation order.
  • The auto calculation of the Quantity Only field from Start / End time is resolved.

• Weekly Timesheet - This format now always disallows duplicate lines. This was previously dependent on the control parameter 'Check for Duplicated Lines On Timesheet'. The Daily Timesheet is unaffected and verification continues to be driven by this control parameter.

• Timesheet Approval - The Person picker on timesheet approval screens now limits to people belonging to a Timesheet Group.

• Timesheet Administration
  • List now includes a Financial Company filter.
  • Timesheet lines originating from Daily Diary can now be edited, and these changes will be synced back to Daily Diary.
  • Timesheet lines generated by EBA are now editable.

Purchasing

• Purchase Order Details - Saving a PO when the Outstanding Qty and Cost columns were hidden by Grid Management was causing an error on saving; and this is rectified.

Work Breakdown

• Profit Centre Group - Maintenance of these groups now includes the association of Jobs and People.

• Job Templates - The Job Templates have been enhanced to support definition of the WIP Code.

Billing

• Job Outputs - A Reference field is now available on the Job Output Entry and list screens.

• Job Invoice - Send Email; An error displayed on sending an AR invoice email when the Job Code is of different case caused by concurrent use of mde is now handled.

Subcontracts

• Subcontract Claim (Internal & Subcontractor Portal) - The 'Insurance New Subcontract Checking' control parameter has a new option called 'Warn Save And Disallow Process'. This option provides the following behaviour:
  • Subcontractor Portal Claim: Warns of invalid insurances on claim save; and disallows submission of the claim
  • Internal: Warn of invalid insurances on claim save; disallows approval of the claim

Daily Diary

• Time & Plant - A display issue where entering a line for Time and Plant in the Daily Diary displayed the plant activity as the time activity on saving, is rectified. This was a display issue only and the data was not affected.

Administration

• Users - The Clear Cache action is no longer required when the Time Activity Group is changed in the popup User - Employee Detail. Note the change is only affected when the user next logs in.

General

• Messaging - Internally focused messaging is now limited to internal recipients. Other document messaging remain open to external recipients. This affects:
  • Timesheet
  • AP Vouchers: Message

• Approvers - The list of approvers displayed now always exclude inactive people. This affects:
  • AP Invoices approver
  • PO approver
  • Voucher approver
  • Contract claim approver
  • Subcontract claim approver

Reporting

New Report

• wbJob004 - New Budget vs Outstanding Purchase Orders report provided

Report Revisions

• All Job and Job Transaction reports now restrict to jobs that are in the user's profit center groups.

• wbContractClaim005 -
  • Remove components: "This is a Payment Claim under the Construction Contracts Act 2002" if database currency is not NZD.
  • Change 'Invoice Type' text to 'Invoice Number'
  • Change Column order to put Qty and Value columns together.
  • Large Values get a reduced font size to prevent word wrapping a numeric value in a value column.
  • Added 'Report Contract Claim Footer' to bottom of report.
  • Basic text standardization to labels
    

Report Reformat

• wbJobTransaction005

• wbJobTransaction006

• wbJobTransaction007

• wbJobWIP001

• wbJobWIP003

• wbLeaveRequest001

• wbLicence001

• wbLicence002

• wbLicence003

• wbPeople001

• wbPlant001

• wbPlant002

• wbPlant003

• wbPOApproval001

• wbPriceRequest001

• wbPRReports001

.