• Δ #1 Licence expiry checking has been instituted in this version and only an expired licence message will display in the site menu if applicable, and no functionality will be limited currently. In a future release an application lock-down will be instituted on licence expiry.

Open

Hotfix Release 4.4.21.15

Release 07 Apr 2020

This hotfix addresses:

• WIP Accrual - Fix on issue related to generation of WIP Accrual reversal.

Hotfix Release 4.4.21.14

Release 03 Apr 2020

This hotfix addresses:

• Subcontract Claim - Removes the validation comparing the manually entered ‘This Claim ex GST’ to the actual ‘This Claim’ lines.

• AP Invoice - Cater for sync of the job transactions when the AP invoice currency rate is updated.

• WIP Accrual - Generate WIP Accrual reversal on batch export rather than generation of WIP.

Hotfix Release 4.4.21.13

Release 02 Apr 2020

This hotfix addresses:

• Upvise Standard Forms - Support for client changes to the form name on Plant Movement, Driver Change, Leave Application, and Time and Attendance forms by using a hidden field 'Workbench Form Name'. Note, you will need to set the ‘Workbench Form Name’ field for existing forms on our instance/clients as the default field added to templates won’t populate on existing forms of that templates.

Beta Release 4.4.21.12

Release 30 Mar 2020

New Features

AP Voucher - Extract Multi Finco Suppliers

Data extraction is enhanced to support contexts where suppliers are servicing a multi finco environment. Previously the use of only the tax number to identify the supplier resulted in an ambiguous result where the user was required to select the appropriate supplier record.

This requires a configuration change to the extraction process to add ‘Invoice To’. For non-AWS sites, contact support for this configuration change once the application version is updated.

Open

Feature Revisions

Timesheets

• Timesheet Mobile - Plant issues and Stock issues are no longer available on a completed timesheet.

• Admin Timesheet Entry - Rectified an issue where the Break was not correctly recognised in the calculation of the Quantity.

Purchasing

• Purchase Order -

  • An issue where catalogue description were not auto populated unless the PO header was saved prior to the creation of the line is rectified.

  • Inactive users and those without a PO Approval Limit are now omitted from the PO Approver list. Other validations such as permissions will continue to be tested on clicking ‘Approve’.

  • The GST Type list is now filtered for AP types only.

• Image Document List - Now supports the Doc ID and Voucher ID filter criteria.

• AP Voucher List -

  • Rectified an issue with the Job filter. It was inadvertently dependent on another criteria.

  • Now supports the Doc ID filter criterion.

• AP Voucher - Rectified a scenario where the 'Voucher Header Edit' permission was not being correctly applied.

• AP Invoice - An issue where the Rate was not calculated and saved when the AP invoice is created on voucher approval is rectified.

Contracts

• Budget - Rectified an issue with the filtering and sorting of Budget Date.

• Forecast -

  • Rectified a serialization error arising from large forecasts.

  • Calculate the outstanding commitment on a Standing PO to be the Order Cost, irrespective of any AP invoices that have been processed against it.

• Contract Retention Release - The contract list is now subject to Profit Centre Group security and is consistent with other areas.

Jobs

• Job Wizard & Job Maintenance -

  • Inactive companies are now filtered out of the Client company picker to prevent inadvertently creating a job against an inactive company. This applies to the Job Wizard and Job Maintenance.

  • An error message is now displayed if there is a discrepancy between the Job’s Finco (via its Profit Centre) and the Client company’s Finco.

Billing

• Job Invoice - The Profit Centre based Job Invoice numbering is now synchronized with the MDE field for the next invoice number.

• Claim Based Get Sales - Rectified an error arising from header rate calculation using the quantity where the sum of the sub item quantities was zero.

• Bulk Send Final Invoices - A check is added that each email has an attachment before emailing. If there is no attachment, the email is not sent and the invoice status is unchanged. If there are any invoices without attachments, a message is displayed at the end of the process.

Subcontracts

• Subcontract Retention Release - The subcontract list is now subject to Profit Centre Group security and is consistent with other areas.

Work Breakdown

• Output Schedule & Claim Schedule - The Schedule Code validation now displays an error message for the forward slash character (/).

Datasheets

• Mobile Datasheets - The available Datasheet Template for Plant and Logs can now be restricted by specifying the respective Plant Group or Log Type on the Datasheet Template Type. Note the Log Type is only currently supported as an MDE user scenario.

Stock

• Stock Items List - The ‘Quantity On Order’ now displays the order outstanding quantity for non-stock location in the same way as for stock locations. This also applies to the drill through to Stock Transactions for non-stock locations.

• Stock Transactions - The ‘Tran Type’ for stock return transactions will display ‘Return’ instead of ‘Issue’ and only relying on the Quantity and Cost sign to convey the transaction.

• Stock Return - Corrected the displayed sign on the Total Cost.

Administration

• Reversal Batches - Adjustments (if flagged for reversal), PO Accruals, Contract Claim Accruals, and WIP Accruals now automatically generate reversal batches in the following period. These are identifiable on the Export Control screen with a new Reversal Of Batch column which shows the batch that was reversed. This column can also be filtered on, so a list of reversal batches can be displayed.

• Batch Control - ‘Not for Export’ was enabled for open batches only. Now it is also enabled for export failed batches.

• EBA - Now when processing timesheets with the new EBA (control parameter EBA Mode = ‘Payroll’), if an employee does not have an Employee Profile, the Activities.PayExportInclude flag determines which timesheet lines to create in PayrollTransactions.

• System Setup - Plant Upload Template - Several issues identified on the template were addressed:

  • The upload now caters for Budget Activity Group Code, Jobs Cr GL Account, Use GST, and Requires Scheduling.

  • Driver Move Date and Location Move Date will be set to the upload date.

• Δ #1 Licences - Licence expiry checking has been instituted in this version and only an expired licence message will display in the site menu if applicable, and no functionality will be limited currently. In a future release an application lockdown will be instituted on licence expiry, and functionality will only be restored when the licence is renewed.

Integration

MYOB Advanced - WorkbenchInterface API v6.00.009

• Timesheets - This feature replaces previous Payroll Timesheet API export to MYOB Adv. Therefore, the previous export to Pay Run functionality will no longer be available. Unlike the corresponding file export, this feature does not aggregate lines by timesheet date. This approach requires a user to manually process import timesheet lines created by Workbench Integration into a payrun in MYOB Adv and the lines syncs to the MYOB Adv. “Import Timesheets” screen.

• AR Invoices - MYOB Advanced has options for manual or automatic AR Invoice numbering, and Workbench integration now also supports manual numbering. To use this feature, simply switch on manual numbering for AR Invoices in MYOB Adv.

To enable this feature, you will need to inform the MYOB dealer that is looking after your Workbench-MYOB Advanced client to change the Invoice numbering sequence to “Manual” via Accounts Receivable Preferences); refer below.

You will need to also inform your WB-MYOB Adv. client by enabling this feature will mean that “ALL” AR Invoices (project and non-project) needs to be processed in Workbench. This will also require a MYOB Advanced endpoint upgrade as well. (Shortly I will add endpoint 6.00.009 to our internal Wiki for you to download).

Upvise

• Timesheet Start and End times will now cater for time zones when syncing to Workbench. This will also address EBA rules based on working time.

• Plant movement form has been created which allows the user to change the allocated project and region in Upvise. Once this form is submitted the change in location (region) will update in Workbench.

• A new standard template Leave Application will now sync to Workbench as a Leave Request. Note, Upvise allows multiple people to be specified on some dropdowns, however the sync will only take the first contact in these cases, so separate leave application should be used per person.

• The Upvise Daily Diary has the Docket form updated. Users can now enter into either the price or extended price (each field will update the other). The extended price will synchronise back to Workbench rather than using docket cost schedule rate and quantity to calculate a total cost for the line.

Reports

Report Revisions

• Dashboard Report Filters - Rectified a licensing error and a saving error on custom filter criteria that was introduced by Report Categories.

• wbJobTransaction001 - Job Transactions by Work Centre - Source of Description changed for Dockets, now also looks at Line Description from the Docket record.