4.5.9 - 26 Jul 2021

Owned by Maria Harreguy
Last updated: Aug 03, 2021
7 min read

Workbench Release Notes:

On-premise and non-AWS hosted clients:

When performing an upgrade, always delete the current Bin folder of Web Workbench application files before performing the upgrade. This has always been the standard advised process, however, an enhancement has been done on the way the web application release files are compiled to no longer include precompiled views/dlls which can get corrupted or cause issues. This is why the Bin folder now must be cleared or else the old precompiled views may still be loaded rather than any actual changed views being deployed in 4.5.9 .

General Release 4.5.9.2

Scheduled Release - 26 Jul 2021

Beta Release 4.5.9.1

Scheduled Release - 19 Jul 2021

New Features

Daysheets - Stock issues

  • BOM Items: When creating an issue using a Stock Item that is setup as a BOM Kit, on save, Workbench will automatically create stock issue lines for each one of the stock items that make up the BOM kit.

    Stock location for these stock issues will be the Stock location on the BOM header, or alternatively, if there is no Stock location defined on the BOM header, the first Stock location listed in the Stock Locations will be used.
    For this purpose, a Stock location field has been added to BOMs header.

  • Upvise Stock Issue for a BOM item: When a stock issue for a BOM item is created in Upvise, as it is synched back to Workbench, extra stock issues will be created for those items that make up that BOM item in Workbench.

 

Feature Revisions

Jobs

  • Job Budget -

    • Job Budget lines import template (import Procedure: wbImportBudgetLines): When importing lines into a Job Budget the table structure for the data that will be imported has had Description changes to make it more intuitive:
      Column # 6 - Name: Unit - New Description: Unit (previously was Description)
      Column # 7 - Name: Description - New Description: Line Description (previously was Description). This populates into the budget line description field unless it is blank, then the Activity Description will be used.

 

  • Budget types - a new attribute has been added to budget types to define if the type is Standard, and prevent them from being edited.

  • Price Requests and Declined budget types -

    • These budget types are now available on a budget type picker wherever a budget type filter is present.

    • On Contract Summary tab, visibility of these types is controlled by whether these types are active or have existing data.

Daysheets - Timesheets

  • Duplicating multiple lines was only keeping the last one when saving. This has been rectified.

  • Once a line was saved, the employee could not be changed. This has been rectified.

Daysheets - Stock

  • Updated control parameter Daysheet Entry Mode: The option 'Specified plus Admin Jobs’ has been changed to 'Specified plus Admin and Plant Jobs’, so a Plant job can be selected when doing a Stock issue, even if the Daysheet Job has been specified.

Purchasing

  • Purchase Orders - The fields Follow Up (Date) and Expected (Date) now remain editable for Approved (but not Completed) Purchase Orders at both header and line level, when using Workflow Schema for approvals. This was already introduced for Standard approval process on the previous version.

  • Vouchers -

    • Changing the activity code field on This Voucher tab, will now always update Work Centre field to a default value if one is available.

    • Rectified an issue introduced in Beta where an error message was displayed when the AP Voucher supplier was edited/selected.

Subcontracts

  • Cancelled subcontract claim status: Using workflow schemas - When cancelling a sub contract claim, the status on the Subcontract claims list was reflecting the incorrect status (i.e. “Entered“). It now shows “Cancelled“ as expected.

  • External sub contract claim: Using Standard approval process - When a subcontract claim is created from the Subcontracts external portal and is saved but not submitted yet, the status of this subcontract claim now shows as “New, To Approve” in the Subcontract claims list.

Plant

Multiple Plant Meters can now be set and maintained for a unique Plant Item.

Leave Management

Timesheet hours: When a leave request for hours, rather than days, was approved and the Extended Productivity Hours on Week 1 and Week 2 for the employee were not the same for every day of the week (i.e. Tuesday Week 1 = 9, Tuesday Week 2 = 8 ), the resulting timesheet entry did not have the hours calculated as expected. This has now been rectified.

Billing

Jobs with a billing type of Quoted are now included in the Bulk Create AR Invoices process. This will generate an AR Invoice with a single line for the Job Value on the job, the same as when the job is billed manually.

Note that an invoice line will not be created when:

  • clicking on the Job in the Bulk Create Invoice screen,

  • if a Quoted Sales Code does not exist in control parameters (SALES is set by default), or

  • if the Job itself has a JobValue of $0

Quotes

Several enhancements have been done to the Quotes module based on feedback:

  • Quote Code is editable (alpha numeric) after saving a new quote.

  • BOM (Bill of Materials) in a Quote: When using a BOM in a quote, the description of each BOM line now populates the quote line details. Previously it was using the activity code description.

  • Added better filtering to when copying an existing Cost sheet in a quote. Filter now allows to search for a quote code. And rectified an error when copying an existing cost sheet.

  • Quote Number filter results: When searching for a quote the suggested list now displays in in quote number ascending order and quote revision descending order, showing the latest revision first.

  • Markup % field has been added to the Quote main tab, right under Margin % field. Also fixed Margin % value as it was displaying the Markup % value instead.

  • Quote Code-Revision is now displayed on the Quote screen, at the top in the title.

  • Support creation of Job Work Centres from an At Revenue & Cost Element quote type: The description field on the Cost Sheet for each Revenue line when using At Revenue & Cost Element, will be used as Job Work Centre Description when the quote is accepted and the Job and Budget are created. All cost lines in the Cost Sheet under the same Revenue line, will be created in the Budget under the same Revenue line (with same Job Work Centre).

  • Default Sell rate when using At Revenue & Cost Element quote type: For Cost lines in a Cost Sheet that are Labour type, the Sell Rate and Total Sell are now populated based on the Price code

 

Month End

  • Export Control - Inter-company: When creating a Stock issue where the Stock location is in a different financial company to the Job where the stock item is being issued, an Inter-company entry is now created. An example would be issueing fuel from Financial Company A to a plant item in Financial Company B.

  • WIP Adjustments -

    • Work in Progress Calculation - The display value on Earned Revenue on Adjusted % Complete field was displaying a value using 4 decimal places in the calculation. This display issue has been rectified, and it now uses 5 decimal places so the value is displayed correctly. Note that this was only a display issue.

    • Work in Progress Calculation - Editable Revenue Adjustment - General field now handles values entered with a comma (i.e.4,050.90) so it does not cause an error when using it to calculate Adjusted Revenue value. Before, it was generating an NaN (Not a Number) error.

Integration

SAP B1 - API Integration

  • AR Invoice export: An appropriate error message in Batch Control in Workbench is displayed when an AR Invoice is being exported and SAP B1 returns an error. It now also displays the name of the SAP B1 instance, in case there are multiple SAP B1 instances connected to Workbench.

  • AR Receipts: AR Receipts from SAP B1 to Workbench were not flowing back as expected. This has now been rectified.

Upvise

  • Datasheets - Datasheet Forms from Upvise will now only synchronise to Workbench Datasheets when they reach their final state.
    The form ID is now synchronised to the datasheet subject.

  • Expense Claims - Upvise expense claims will now only synchronise back to Workbench once these have been approved.

  • Stock Issues - Details in a stock issue in Upvise will synchronise back to Workbench stock issue.

  • Logs - The log completion text entered in Upvise will synchronise back to Workbench and it will populate the AR Invoice summary when invoicing this log.

Xtracta

  • Several enhancements have been introduced to improve performance when importing documents from Xtracta.

  • A new control parameter has been introduced called Xtracta Max Documents Sync. This specifies the number of documents to be retrieved within a sync cycle. This is to prevent sync’s overlapping (i.e. when there is a large queue of rejected documents).
    Default value is set to 200. If no value is set, the limit is assumed is 200.