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Workbench Release Notes

IN PROGRESS

Beta Release 4.6.8.1

Scheduled Release - 22 May 2023

New Features

Plant

Feature Revisions

Jobs

  • Job Enquiry - Additional filters in the Orders tab:
    Users can now search for a specific Purchase Order on the Orders tab using PO picker or the new filter Item Description to search for a specific PO line.

  • Job template - Site address:
    Deriving the Site address on a subjob template was not working as expected when using the new Address structure as determined by the control parameter “BETA FEATURE - Structured Addresses”. This has been rectified.

Dockets & Daysheets

  • Daysheets:

Purchasing

  • AP Vouchers:

    • Allow Reassign action to other steps on a Workflow approval:
      The Reassign function previously only supported reassignment on either a Workflow Function or Named context. It has been enhanced to support Reassign for Workflow schemas defined using both WF Functions and Named.

Stock

  • Negative Stock in Daysheets and Service Log:
    The "Allow Negative Qty Stock" CP determines whether stock on hand can go negative when entering stock issues. This validation has now been added when entering STock issues from a Service Log or a Datasheet.

Subcontracts

Plant

  • Plant Meter Reading automatically clocking:
    An issue where the plant meter was automatically clocking after entering a reading with the same value as the previous one was rectified.

Expense Claims

  • New Claim Type - Credit Card expense:


    Users can now capture expenses incurred using their Company’s Credit Card. These expenses will be non-reimbursable, and require a new Supplier company to be set up with the right AP Accounts linked to the Credit Card in the Financial System.
    For now, this only works on Standard Approvals of Expense Claims. Further work is being done for Workflow approvals.

    How to configure it:
    1- Users will now have two Expense Claim companies linked to their profile (Employee Details tab). One for Reimbursable Expense Claims and another one for Credit Card type of Claims.

    2- The option on the Expense Claim Type will depend on the companies set on the user. The drop-down may display none, one or both, depending on the corresponding expense company set on the user.
    3- These Claim types can also be used in Upvise Expense Claims, as Payment Mode. An Expense Claim from Upvise may have two different Pament methods, which in WOrkbench will create two different Expense Claims, one for each Payment Mode.


Datasheets

  • Scheduling Plant Item’s datasheets:
    When using the Datasheet Scheduler to generate datasheets for Plant Items, the created datasheets were not linked to the Plant Item. This has been rectified.


System Setup

  • Reporting:

Administration

  • General Config - Email Templates:
    The email template for Workflow - PR Reminder has been enhanced with new tokens:

General

  • Work Centre picker suggestion not filtered:
    A recent change to trigger the Work Centre suggestions immediately had a side effect on the picker filtering and when the user uses the tab key to navigate through the different columns, that has been rectified.

Integrations

MYOB Advanced

  • Description change on Bills:
    The description on all AP Invoices (Bills) and AP Credits (Debit Adj.) exported to MYOB Advanced has changed from: [Company Name] - Batch: [BatchNo] - [Invoice Details/Comments]
    to: Web WB - Batch: [BatchNo] - [Invoice Details/Comments]

Upvise

  • Workbench Site Contact Integration Update:
    To ensure better data alignment, a recent update has been made to the Workbench Site Contact integration. This update enables the automatic synchronization and replacement of the Client contact field on the Upvise Project to accurately reflect the one-to-one relationship with the Workbench Site contact. To improve data consistency, instead of concatenating multiple contacts, the update focuses on finding and replacing the contact if any changes are made in WB. This approach ensures that the data remains more aligned and up-to-date.

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