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Important Notes

  • Δ #1 Financial Companies - new Intercompany setup and functionality. Changes to the setup must be made before intercompany will work if you are not using the legacy intercompany functionality. To check which functionality you are using look at the "Legacy Inter-Company Process" control parameter, if is set to No, you are using the new functionality.

  • Δ #2  MYOB Advanced - The MYOB Advanced Workbench API must be upgraded for this release to v6.00.00.6.


Hotfix Release 4.4.11.25

Release 14 Oct 2019

  • Plant Assignment pilot feature set functionality.
  • Upvise sync pilot feature set functionality.


Base Release 4.4.11.21

Beta Release 08-Oct-2019

New Features

AP Voucher Data Extraction - Self Service Plan Renewal

A self-service renewal process enables clients to renew their current data extraction plan anytime, irrespective of Workbench Support hours and with minimal delay.

Changing to a different Data Extraction Plan will still be limited to support hours as this requires issuing of new licenses.

A.   Click on the usage Extraction Plan Usage indicator (ie: Monthly Usage) to display your plan details as usual. Instructions for self service renewal is included.

B.   The instruction include a list of people permitted to make renewals, that is people with any role including the 'Xtracta License Purchaser' permission. This permission must be manually granted. The easiest way to do this,  would be to add it to a new role and assign this role to the applicable users.

C.   The list only displays 2 names, but other people can be viewed by hovering over the text.

D.   The [Renew] button will remain disabled until the plan runs out, at which time it is enabled for the designated people. Clicking [Renew] displays the renewal confirmation popup with further details regarding the renewal.

E.   On confirmation of the renewal a ticket will be created on behalf of the approver, confirming the renewal to Workbench Support.

F.    A Receipt email will reply to the approver with the details of the ticket.

G.   The Data Extraction Plan will renew immediately to allow for continued processing. Note: the usage indicator may take up to 15 minutes before updating to reflect your new plan, and the usage will count from any items already queued for processing when the previous plan ran out.

Δ #1 Financial Companies - New Intercompany setup and functionality

Added Account Mapping for Intercompany transactions. In each financial company that uses intercompany transactions, the Selling to FinCo and Buying From Finco need to be added for the companies they will be doing intercompany transactions between. These companies are used for the AP invoice and AR invoice that will be created to represent the intercompany transactions, we recommend setting up an intercompany supplier and customer in each financial company for this.

The Inter-Co Job will be the Job that is used for these transactions. It is recommended that you set a new Job up, for this purpose, one for each financial company. 

See below for an example of a plant issue where the plant is in finco 01 and the Job is in finco 02. Only the GL transactions from finco 01 are exported to the financial system. 


The other GL transactions are not exported as these will be represented by the AR and AP invoice that are created when you select to create the intercompany transactions on the plant batch.

An AR invoice is created in the Finco 01

And, an AP invoice is created in Finco 02


Reminder: If you are using a financial system to import Jobs and companies set them up there. Remember to have the template company on the financial company, as this company is used for any data that Workbench needs, that your financial system does not send through to Workbench.

If you have Upvise, tick the "Other" flag on Company Maintenance of the template company, as this is what allows companies to be exported to Upvise. MYOB Advanced import of companies uses the template company, and will then set the new companies to include the "Other" field as ticked.

Feature Revisions

Timesheets

  • Daily Approval - Added a 'Select all lines' tick box in the header.
  • Timesheets - Allowances to be filtered by the Profile agreement. 
  • Employee Profiles and Employee Agreements - changed the picker to code: description.

Purchasing

  • Purchase Orders - Invoiced purchase order lines are now disabled from being edited.
  • AP Invoice - Increase the rate to 4 decimal places, for manual, dockets and purchase order lines. Added a rate column in the purchase order pop up screen in the invoiced area. 
  • AP Voucher -
    • Corrected an issue where auto-submission was not triggered for AP Voucher Workflows matching on FinCo only.
    • PO Lines tab - The PO Line Details can now be displayed by enabling the column in the 'Voucher Po Line List' grid management. It is hidden by default.

Subcontracts

  • Subcontract - The Control Parameter 'SubContract Code Digits' can now be set to 0 to indicate manual subcontract code in a manner compatible with the MDE. In a Web only environment the value 'Manual' is also acceptable.
  • Subcontract Claim -
    • The claim summary grid on the Main tab has been expanded to provide a full to-date perspective instead of the previous this-claim perspective.
    • Datasheets interaction has been enhanced on subcontract claims and Report Text added.

A.  The [Datasheet] button allows creation from a selected DatasheetTtemplate.
B.  Templates listed are those associated to the Subcontract Claim key table.
C.  Any existing datasheets of the selected template are listed should the user want to navigate to those.
D.  The created datasheet is listed in the subclaim Datasheets tab.
E.  The list supports navigating to the datasheet for data capture.
F.   Report text has been made available, either by the template or manual text. These fields will be added to the standard subcontract claim reports next release. 

  • Subcontract Retention Release - Rectified an issue where subcontract claim retention releases could not be submitted for workflow approval. This does not affect the standard approval process.

Daily Diary

  • Docket Entry
    • Is limited to an open period. If there are no open periods for that date or future dates, the docket will not be able to be saved and an error message will say there is no open AP period available.
    • Defaulting Activity and Work Centres from the Docket Schedule, then using the hierarchy of Activity Group - Work Centres, People Purchase and Time Activity Groups and Job Work Centre restrictions. If you change the Activity code it will change the Work Centre to the default from the Activity Group, where applicable. 
  • Timesheets - Corrected an issue where the incorrect hours would result from repeated editing of the Breaks value.

Workflow 

  • Workflow Schema - The step Person is now limited to Employees where previously it could be anyone.
  • Subcontract Retention Release - Rectified an issue where subcontract claim retention releases could not be submitted for workflow approval. This does not affect the standard approval process. 

Stock

  • Stock Issue Batch Entry - The Stock Location filter is amended to display both Stock and Non-Stock locations. This was previously limited to Non-Stock locations only.

Leave Management

  • When generating timesheet entries from leave requests, now uses the hours specified on the person’s extended productivity screen for that specific day of the week.


Integration

MYOB Advanced 

  • Δ #2  MYOB Advanced - The endpoint MUST be upgraded for this release to v6.00.00.6.
  • Include the 'Other' box to be ticked on the Company import, derived from the Template company on the corresponding Financial Company. 
  • Changed the Companies import so that countries will populate with a predetermined country name, using the MYOB Advanced country code to match to the Workbench country name.


Reporting

  • General -
    • Report filters will now print on predicate reports by default unless unticked.
    • Both of the Report Options are now saved with the predicate filters.
  • wbJobTransaction001-010 - Job reports - 'Is One of', 'Is Not One Of', 'Like' and 'Starts With' and 'Not Equal To' filters added to Job Code filters on Job reports. Any customised reports will need to be changed to handle these filters. Standard reports made into favourites will need to be deleted and set up again to have access to these filters. Note: Choosing multiple jobs will decrease the performance of the reports and may result in an error, if there are too many transactions. Please adjust your filters accordingly.

  • wbTime002-009 - Time reports - Now employ Job and Profit Centre Security. Variance hours have now been removed as calculation is affected by job and Profit Centre security.

Report Revisions

  • wbARInvoice006 - Payment Claim Invoice - Set footers now show the correct type.
  • wbContractClaim006 - Payment Claim Certificate / Invoice - AR Invoice footer removed from bottom of report. Set footers now show the correct type.
  • wbContractClaim007 - Invoice / Payment Claim Certificate - Set footers now show the correct type.
  • wbDocket001 - Docket List - Docket report no longer requires a Job to be in the Header Job field on the docket.
  • wbJobTransaction005 - Job Transactions Unbilled Summary Cost - performance enhanced.
  • wbJobTransaction006 - Job Transaction Unbilled Summary Retail - performance enhanced.
  • wbSubContractClaim005 - Subcontract Claim - Text associated with the "Construction Contracts Amendment Act 2015" now only shows if the database currency is NZD.
  • wbWorkOrder001-002 - Work Order reports - A new control parameter has been provided called Unapproved WO Text, it works the same way as Unapproved PO text, but for Works orders. The default setting is 'Draft Only'.

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