Workbench Release Notes

Beta Release 4.5.36.1

Scheduled Release - 22 August 2022

Feature Revisions

Purchasing

Purchase Orders:

• PO list new column:
  A new column called PO Details has been added to the list of Purchase Orders, to display the Comments field on each PO.
  

  

Subcontracts

• Subcontract Retentions from Retention Management:
  Retention releases created from Subcontract Retention Management were being tagged to look like a negative retention rather than a retention release. This has been rectified.

Billing

• Job Outputs Schedules:
  The screen where Job Output Schedules are maintained, now supports large schedules with up to 1000 lines.

Service Desk

• Time transactions on Logs:
  Time transactions created on a Service Log were not being priced. (JobTran.JobPricedFlag = 0). This bug was inadvertently introduced in version 4.5.31.

• Contact phone number:
  Size of this field has been increased and it now allows a maximum of 30 characters.

• Log billing improvements:
  

  

An additional list of Job Invoices has been added to the Completion Tab on Service Logs. The existing one displays Job Invoices created from the [Invoice] button within the Log, and this option only includes Costs from the Log being billed.

The new additional grid lists invoices created from the Bulk Invoices Creation screen, that include any JobTransactions or JobOutputs relating to the Log’s Job (and may also include other Costs billed for the Logs’ Jobs).

When invoicing from Bulk Invoices Creation, the status of the Log will be changed to Billed, the same way it is done when invoicing from the Log using the [Invoice] button.
Note that the Value on this grid is the total of billed Transactions and JobOutputs for the log on the invoice, not the Job Invoice total which may include other costs).

Month End

• Export Control:

  • Quantities on Derived AR Invoice Lines:
    To avoid rounding issues where the quantity times the rate does not exactly equal the Line value, when exporting AR invoices to Financial systems (using API; especially Xero), Workbench now populates Quantity to 1 on the exported Derived lines. Job Invoice lines in Workbench are not modified, only the exported data.

• Utilities:

  • Docket reconciliation:
    The Docket Reconciliation screen now excludes any unapproved docket entries created from Workbench Contractor Daysheets (external Docket entry used by Contractors).
    Job transactions are created for these external entries only when a Supervisor has approved them, hence excluding them from Docket reconciliation, until they have been approved.

  • Bulk Forecast Generation utility:
    This utility can now be executed without specifying a Profit Centre, so that it generates Forecast Lines for all Profit Centres.

Administration

• Data Imports:

  • Company People:
    Mobile phone number and phone number fields have been added to the existing import that creates/updates a Company contact.

  • Job Outputs by Log Number:
    An additional Job Outputs import is now available, where Job Outputs can be imported to specific Service Log Numbers.

Integration

MYOB Advanced

• Job Receipts and FC Values:
  Changes have been made on the Job Receipts import process to ensure the FC Value is used.

Upvise

• Upvise Docket entry when the PO number is unknown:
  Dockets recorded in Upvise will now automatically link to the oldest open Docket PO with lines that match the Upvise Docket, and reduce the quantity of that docket PO without the need to populate the PO number in the docket in Upvise.

• Default rate code on Upvise integration:
  On plant issues or operator hours with equipment, the Plant Rate will default to the default plant rate on the Plant item in Workbench, where the rate code is hidden.