Workbench Release Notes

Note:

Beta Release 4.5.44.1

Version available from 12 December 2022

New Feature

Upvise

• Equipment Service History:
  Introduced an Equipment "Service History" utility available on each equipment item. Workbench's standard Servicing Forms are compatible with this feature. This will allow users to extract a "Service History" summary report via PDF for each equipment item. Please engage your consultant or support to arrange for this enhancement to be deployed.

Feature Revisions

Jobs

• Job Transactions report:
  added Batch Number to wbJobTransaction001 report

• Job Budget performance:
  Re-engineered Job Budget Detail screen to improve performance when loading a budget with a large number of rows.

• Job Budget markup rounding:
  When applying a markup % on a budget line, the FC Revenue is now calculated in a way that avoids rounding issues: Total Cost + markup,
  rather than Qty * (Cost Rate + markup)
  
  

• Job Import - new columns:
  Additional columns have been added to our current Job import:

  • Job Group (Category and Code)

  • Client Reference

  • Asset Reference

Purchasing

• Inwards goods access with new licences:
  Users with access to Purchasing Module will have access to the Inwards Goods screen, and no longer require a Stock Management or Advanced Procurement site licence.

Stock

• Stock reports:
  The Stock Item filter on Stock reports has changed from text to picker.

• Repricing of Non- Stock issues on Stock legacy mode:
  When using the Stock module in a legacy mode (Control parameter 'Stock Module Process' = Legacy), the repricing logic has been changed to always use the Cost in the location if it exists, otherwise use the item default rate. This re-pricing is always performed after saving a Stock Issues batch.

Subcontracts

• Subcontract Claims List - improved performance:
  A default filter of Status not equal to ‘Updated’ has been added to this screen and several enhancements have been made to load the claims on this screen faster.

• Manual batching of Subcontract Claims:
  When manually batching subcontract claims, the number of claims included in the batch is now displayed on the green message after successfully saving the batch. It provides an idea of what has been included and the batch can be printed if more details are required:
  
  

  Open

  

Month End

• Utilities

  • New utility to Write Off Payroll Transactions:
    Use this utility to write off Job transactions that match the criteria in the filters ( Transaction date and/or Time Code), and any payroll transactions related to those.
    The invoice number on each transaction is set to InvoiceNumber = 99999999 and is flagged as Written off for billing purposes.

Integrations

Upvise

• Punch item Display:
  Introduced an enhancement in our custom punch item display setting to include Custom Columns displayed control for the equipment module in Upvise Equipment display Options.
  
  

  Open

  

• Workbench Log Number in Upvise:
  "Get Log number" function has been made available where a user can use the button in a new Job in Upvise, to obtain the Workbench service log number immediately on the web when scheduling a new Job. The "get Log" function has been optimized to be compatible with Project Jobs, Site Jobs and Equipment Jobs.
  
  

• Plant assignments and Plant Return enhancements:
  New "Plant Return" form which will mark the plant item as "returned" in the Workbench plant assignment.
  In Upvise, this Plant Return form will also unallocate the plant item from the project and change the custom flag on the plant item to "Inspection Required".

  This form also supports Plant Return Charges. This can be used to record the condition of the plant item when it is returned and charge any damages or refuelling costs to the Job in Workbench (the Job the plant was assigned to) to recover those costs from your client. This Subform will use the output schedule on the Workbench Job/ Upvise Project, and the costs will be recorded as Job Outputs.
  
  

• Upvise Jobs to use numbering from Workbench:
  Enhancements have been made to ensure that the right numbering sequence defined in the Workbench setting is used when creating Upvise Jobs. Regardless of the point of creation of an Upvise job the log sequence will be sourced from the numbering setting.