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Hotfix Release 4.4.15.28

Release 13 Dec 2019

  • Email Popup - Fixed a caching issue that could result in the recipient input control not being displayed.

  • Company Maintenance - The Insurance tab was enhanced to support uploading and reviewing subcontract insurances to improve support for the ‘Insurance New Subcontract Checking’ control parameter when set as to Disallow.

  • MYOB Advanced - Address an issue that intermittently caused some import to stop processing.

Hotfix Release 4.4.15.27

Release 11 Dec 2019

  • Purchase Requisitions - The link to the PO created from a PR was not displaying correctly.

  • Claim Based Job Invoices - An error was rectified where decimal places were truncated. This error appeared in hotfix 4.4.15.24.

Hotfix Release 4.4.15.25

Release 10 Dec 2019

  • Purchase Order - Rectifies the 'Resource Not Found' issue some AWS clients were having.

Hotfix Release 4.4.15.24

Release 06 Dec 2019

  • PO Number - The ctrl param 'PO Numbering Source' now supports an option 'Job Profit Centre' to provide pre-4.4.8 compatibility.

  • Claim Based Get Sales - Hierarchy display improvements.

  • User Maintenance - The Application Access tab is no longer dependent on ‘Has Login’ as this tab is required for Upvise license maintenance.

Hotfix Release 4.4.15.22

Release 04 Dec 2019

  • Reporting - Added a field to create a report primary key as duplicate reports were being installed. An error in now displayed on saving in Report Maintenance if the primary key constraint is violated.

  • Upvise - A fix was made to the Upvise task scheduler installation.

Beta Release 4.4.15.21

Release 03 Dec 2019

Important Notes

  • Δ #1 Upvise Integration - This release deactivates users in Upvise without a valid licence in Workbench. Refer to the detailed notes below to rectify your users. Note it is recommended that you are on release 4.4.15.24 for the updated User Maintenance.

  • Δ #2  Infrastructure - The regular library updates may affect the initial visibility of some control version, such as the HTML editor. Use the Ctrl+Shift+R key combination to force a browser refresh.

New Features

Job Invoice Workflow Schema

Job Invoice approvals have been upgraded to include Workflow Schemas in addition to the base Approval model. This is in the same pattern as that for AP Vouchers. Some key points regarding this feature are listed.

  • The Job Sales Invoice screen may now use workflow approval displaying the elements as above.

  • The workflow approval option is enabled by specifying ‘Workflow' for the control parameter 'Job Invoice Approval Process'.

  • Define appropriate workflow schema for Document Type of ‘Job Sales Invoice’, there is no default workflow.

  • Job Sales Invoice workflow schemas match on the Client Finco / Client Company / Client Profit Centre / Job Type / Job.

  • Workflow schema functions remain as is, the pertinent being ‘Job Manager’, ‘Job Account Manager' and 'Me’; these also support derived limits based on 'Job Invoice Approvers Limit' setting.

  • The workflow pattern is as per AP Vouchers i.e. no technical review; with selectable reviewers & approvers.

  • Users with ‘Job Invoice Admin Review/Approval’ permission may intervene in the approval process and require ‘Job Invoice Approvers Limit’ setting that mandates approval limits.

  • The setting 'Job Invoice Workflow Email Enabled' defines email notification by the workflow at global or person level.

This invoice screen also supports additional functionality to control editing of the invoice within a workflow at a global / person level. This allows setting the standard behaviour and any exception by person.
The default is non-editable. The settings are:

  • Job Invoice Workflow Review Edit

  • Job Invoice Workflow Approver Edit

Email Recipients

The email recipient control has been enhanced to behave like a more familiar standard email input. Should the controls not display correctly try to refresh your browser cache using Ctrl+Shift+R.

A. Typing any 3 character part of the recipient name or email will display a list of matching 5 suggestions.
B. Once selected the recipient email is displayed in a block and can be removed by clicking the 'x'.
C. Invalid entries (i.e. invalid email addresses) display as red text.

Purchase Order popup

As part of the framework upgrade to allow a popup to simply display on top of the existing context and independent of the associated list, the Purchase Order screen has been redesigned as a popup.

The upgrade improves all entry points so that the user is not navigated to PO List, namely:

  • Purchase Order List

  • My Approvals List

  • Bulk Lines Procurement

  • Job Procurement List - History tab

  • Job Enquiry - Transaction tab

  • Job Enquiry - Orders, and

  • Contract - Forecast - Expected Commitments popup - Reference

The intention is to extend the framework upgrade to other popups over future releases.

Feature Revisions

General

  • Δ #2 Infrastructure - With our regular library updates required to keep system references up to date, some new versions of controls have been introduced. This may affect the initial visibility if you have any prior browser cache data for the previous control version, such as the HTML editor. Should a control not display correctly use the Ctrl+Shift+R key combination to force a browser refresh.

Timesheets

  • Mobile - correct Firefox start and end time calculation of hours (not sure if this was a Firefox update that corrected this or our changes).

  • Disbursement Activity entries - allow values greater than 24.

Purchasing

  • Purchase Order List - With the introduction of workflow support to POs, the PO List has been enhanced to display the Status and Assigned. Filters have also been included for Status, Assigned, and Entered By.

  • Image Documents - The optimised ‘Refresh’ button was reliant on the Downloader to read new document images, and this has been rectified to get new document images on demand.

Billing

  • Job Invoice - The invoice numbering issue due to the default Location was being reinstalled on system updates when the ‘Global Numbering Location’ control parameter is in use has been rectified.

Subcontract

  • Subcontract Claim - The %Done now support 2 decimals (e.g. 12.34%) and Qty columns now support 4 decimals (e.g. 1.2345 tonnes); and entering the Value now calculates the respective Qty.

Daily Diary

  • Timesheet

    • Changed the “Copy Job and Copy Hours” option to include the comments for external suppliers.

    • Add Description field to the grid, this is hidden by default but can be unhidden via Grid Management. The description can be seen in the Docket Reconciliation screen.

Service Desk

  • Log Maintenance - A new setting ‘Next Log Number’ has been introduced, and this is bidirectionally synced with the MDE equivalent in the Locations table.

  • Log Maintenance Mobile - Asset is now an optional field.

Expense Claims

  • Expense Claim Details - The issue with the Back button is rectified.

Integration

Xero

  • AWS hosted sites will be able to take advantage of Xero Application Tokens. This will enable the Xero integration, to bypass the 30 minute login requirement.

Upvise

  • Δ #1 Licensing - This release deactivates users in Upvise without a valid licence in Workbench. Note it is recommended that you are on release 4.4.15.24 for the updated User Maintenance. The following should be confirmed:

(blue star) Remove the ‘Has Login’ filter as these users may not have Workbench logins.
(blue star) Associate the required Upvise licenses.

(blue star) Confirm the the Email Address matches the user’s Upvise email address.

(blue star) Note that the Application Access tab is visible in 4.4.15.24 even if the user does not have a Workbench login; if the tab is not visible i.e. you are on a prior version, then the Upvise licence will be cleared if you save.

Reporting

Features

  • Added an Application log for when the “Print Report Troubleshooting Parameters” option has been selected on reports.

  • Saving a customisation of report parameters will no longer set the “Print Report Troubleshooting Parameters” to on, when it was set to off.

New Reports

  • wbContractorDaysheets001 - An exportable Contractor Daysheets report has been provided.

  • wbContractorDaysheets002 - An exportable Contractor Daysheets Unreconciled report has been provided.

  • wbPOReport002 - Purchase Order Summary by Currency - A new PO report has been provided to group by currency, with amounts reported in local currency.

  • wbPOReport003 - A new PO Report has been provided 'Goods Received Not Invoiced'.

Report Revisions

  • wbBatchPayroll002 - Removed Payroll and Profit Centre columns.

  • wbSubcontractClaim001 - Fixed calculation of Certified To Date.

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