05-2024

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Added audit logs to user profiles
Logs include:
- User data
- Failed login attempts
- User lock/unlocks
9 more Insights reports
Reports added:
- Production Days
- Customer Churn
- Invoices By Product
- Invoices By Sector
- Sales By Product
- Sales By Customer
- Inventory On Hand
- Inventory Operations Summary (previously inventory creations, now coupled with inventory depletions)
- Inventory Over Time
Lost Customer Definition domain setting
- Customer inactivity threshold
- The new Customer Churn report will consider a customer “lost” if they haven’t had any Sales Orders within the specified number of months.

Added work order, part number, and part group labels to unpriced parts in invoicing.

Deplete Inventory to a station. This allows one to track the active inventory in a station at a time
- (ex. what acid was in tank 1 at time x)
Supports adding more (topping off) and draining and refilling a station with an inventory item
The “active” inventory in the station is all the depletions that have occurred in the station
Added some limited support for deleting inventory transactions
- This will allow deleting accidental depletes to station and other inventory transactions.

Enabled users to quickly set an operation rate for all stations within a location
Create time off plans which can quickly provide employees with the proper time off allocation per type. This will phase out single-year allocations sets to support features like:
- Plan start dates support mid-year allocations for new hires & employee life events
- Add multiple allocation periods to a plan to support employee tenure
- Detailed editing of accrual intervals and time periods
- Set carryover and accrual limits per allocation period
- Less/simpler management of new hires, beginning of year
Assign start dates to users for use with time off plans
Choose which time off types are requestable by employees
- Employee’s account pages will only show requestable time off types
- (i.e. cannot request holidays)

Adding CSV export capabilities to Quality Holds, NCRs, CARs, and RMAs
Added the 'Valid Until' Date to Quoted Parts Dialog on Sales Orders
Users can now set different default treatments for different occurrences of the same node within a process
- This will allow more precise control of all work order and sales orders
- It will also improve the use of features like opt-ins/opt-outs, and the process composer

Several upgrades to part planning, including easier tracking and part transforming abilities
Added a tab onto the watchtower that shows part locations by sales order
- Simply switch to Sales Orders view using the buttons below the filter to activate

You can now add specific times for a Maintenance Plan to recur multiple times within a day
- Maintenance will be due at the next soonest time after the Start time
- This only works with Fixed Schedule recurrence

Devices will now temporarily lock when 5 incorrect pins or passwords are entered
- The user must contact a manager who has access to Users and Domain to unlock the account or device
- To unlock an account: Navigate to the Users page and click the “UNLOCK” button next to the user whose account is locked
- To unlock a device: Navigate to the Domain page and click the “Unlock Devices” button and “UNLOCK” the device that is locked

Enabled users to enter gross/tare amounts in receiving to calculate net quantity / part count
Every batch received at the same time now gets linked to a "receiver" which you can upload documents to, add custom inputs to, and sort by in receiving

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