Workbench controls transactional data through batching the transactions. Transactions entered through Docket Entry are placed in an automatically generated batch. It is the batch of transactions that is eventually exported to the Financials.

Internal Transactions

Time - just a normal timesheet. Batched through Timesheet Batching in the normal way.

Disbursement - Linked with Time Transaction and batched through Time Batching.

Plant - Linked with Time Transaction through F5 or 'Add Plant' then it is batched through Time Batching.

Plant - Auto Generated Plant batch. Period is based on the transaction Date of the Docket Entry.

Stock - Auto Generated Stock batch. Period is based on the transaction Date of the Docket Entry.

Example of the Auto Generated batch.

External Transactions

Docket Accrual - Auto Generated Docket batch. The Period is based on the Transaction Date of the External Docket Entry.
NOTE that the CR transactions against the Docket Control Job(s) are only created when the Docket Batch is printed or is exported. The transactions can then be viewed against the Docket Control Job(s)

Browser not supported