16 December 2016

New Features

Contracts

1. Contracts have been introduced. A contract may be created with a manual job in the Job Wizard, or post job creation with ‘New Contract’ from Job Maintenance. On saving the base contract, supplementary contract tabs become available.

2. A contract applies to the job on which it is created and any sub jobs; and the ‘New Contract’ button will subsequently be hidden.

3. The Contract Enquiry view is accessed from the ellipsis menu of the Job List, and you are prompted with the parent job contract if accessing from a contract sub job, or presented with an error message if no contract exists.

Contract Forecasting

1. Contract Forecasting is provided from the Contract Enquiry – Forecast tab. The period picker selects respective forecast period and displays if a forecast exists. A new forecast may be created or an existing version updated.

2. Forecast adjustments are specified at the Activity level of a forecast for Uncommitted Adjustments or Risk Adjustments by clicking on the respective grid values and specifying the data in the popup.

Claim Schedules

1. Claim Schedules defining a contract’s payment schedule can be defined from the Work Breakdown menu. A Claim Schedule can only apply to a contract job with a Charge Type with Billing Type of ‘Claim Schedule’, although multiple schedules may be applied to the job.
2. To invoice against an approved claim schedule, use Get Sales from the Job Sales Invoice. Select the applicable schedule and populate the to-date values on the lines to claim against the schedule.

Retentions

1. Any retention is automatically calculated based on the retention value stipulated in the contract. The retention line displays on the job invoice and this value may be edited. Delete the line to auto recalculate the retention.
2. Retention Release claims are created from Billing – Retention Release. This allows releases to be claimed from the active Claim Schedule contract jobs, and creates the respective job invoice. Any editing required is from the Job Invoice screen.

Output Schedules

1. Schedules for standard outputs sell values are defined from the System Setup – Billing – Output Schedules menu. One or more output schedule may be associated to a job from the Job Maintenance – Output Schedules tab provided the schedule and job currencies match.
2. The list of recorded job outputs is available from Billing – Job Outputs, and the New button records new job outputs completed, but for this process only the approved output schedules are available to be selected.
3. Billing of job output is as usual from the Get Sales of Job Sales Invoice in Billing.

Plant

1. Plant setup options are listed under the System Setup – Plant menu, including the Plant Items list and the various classification options.
2. Plant may be issued from various context:
   • Transactions – Plant Issue Batch Entry for bulk capture of plant issues
   • Timesheet – Plant Issue for timesheet individuals
   • Daily Diary – Time and Plant for diary users
3. The plant issue transactions are included in billing invoices as per job charge type. Unbatched plant issues from timesheet and Daily Diary must be explicitly batched using the Timesheets – Timesheet Entry – Batch Timesheets with the appropriate ‘Batch Type’.

Non-Inventory Stock

1. Basic stock setup options are listed under the System Setup – Stock menu, including the Stock Items list and the various classification options.
2. Non-inventory tracking stock issues is available from the Transactions – Stock Issue Batch Entry. Note, an inventory based stock feature is not currently available.
3. The stock issue transactions are included in billing invoices as per job charge type.

Jobs

1. Job Receipting Batch Entry is now available under Billing should your financial system not provide export of receipting data.

2. Job Financial List - The Job Financials List has been introduced to provides basic financial fields across jobs in a filterable list. It is accessible by toggling from the Jobs List or under the Lists menu.

Feature Revisions

Companies        

• Company Details  - Inactive people on the Company Details - People tab are now recognizable by the 'Inactive' indicator. Inactive people are also indicated on selection by being displayed with a '(Inactive)' suffix to their name.

Daily Diary     

• Daily Diary Timesheet - 'Start' and 'End' time fields have been added to the Daily Diary Timesheet and corresponding Log Scheduler - Timesheet tab. The fields are hidden by default and if required they must enabled on the DailyDiaryTimesheet grid via Grid Management. The fields expect data in 24-format.

Integration

• Xero - The user defined Contact Groups "Workbench AR" and "Workbench AP" will be created automatically from the Xero config screen. Then when syncing with Workbench, the contacts in those groups is the criteria for clients and suppliers to populate the Xero AccountNumber into CompanyCode and set the ClientSupplier flag.

Invoicing

• Job Sales Invoice - The Billing Contact has been made mandatory as it is required for the Bulk Send Final Invoice process. There is no impact on previously sent invoices and these may be viewed. If an invoice is saved, however, the Billing Contact will be required.

Jobs

• Job Budget List - 'Cost Rate' and 'Retail Rate' fields have been added to Job Budgets. Previously only the 'Cost' and 'Retail' value fields were available.
• Job Details - The Job Detail fields for 'Job Manager' and 'Account Manager' are now filtered for the appropriate people. These are based on the respective indicators added to User Details.
• Job Enquiry
  • The 'Log No' is added to the Job Enquiry - Transaction tab as a sortable column
  • The Transaction tab was previously limited to 100 records matching the filter criteria. This has been extended to provide a 100 record paginated view of any matching result set.
• Job List - The 'Outputs' option on the job ellipsis menu has been deprecated in favour of the new job output screen.
• Job Maintenance - The General tab fields for Job Manager and Account Manager now explicitly filter for these properties as set on the person's Employee Detail tab.

Service Desk

• Log Maintenance - "The Log Status is no longer editable, it is now set based on the following:

  • if completed date is specified then 'Completed'

  • if allocated person specified then 'Allocated'

  • otherwise 'Entered'

Timesheets

• Daily Timesheet – ‘Start' and 'End' time fields have been added to the Daily Timesheet for EBA. The fields are hidden by default and if required they must enabled on the TimesheetDaily grid via Grid Management. The fields expect data in 24-format and are used to calculate the Quantity hours for the timesheet line. If the End  time is numerically 'before' the 'Start' time then this is assumed to be a shift through midnight into the following day. Should 'Quantity' hours be edited after the calculation then the user is prompted to update the times as required.

Users

• User Detail – The Employee Detail tab now includes checkboxes to explicitly indicate the user as a Job Manager and/or Account Manager. This is used to filter the respective lists on Job Maintenance.

Work Breakdown

• Activities - An alternate breakdown of activities by user configurable Cost Categories is supported, managed from the Cost Category Maintenance screen. Any activities not explicitly assigned a Cost Category will list under the ‘[Undefined]’ cost category in any applicable aggregation.