07-2024

07/31/2024

• Enabled users in receiving to print off a list of part batches with one click in the ‘Receive Parts from Customer’ dialog, instead of saving and manually printing off each 'part number batch' PDF
• Updated input handlers in various components, to replace non-digit characters, ensuring accurate data entry
  • The main notable effect of this is that you can no longer input negative values on the part transfer billed time dialog

07/30/2024

• Billing status switch on the Purchase Order search menu will now default to “open”
  • An option for showing “All” within the chosen status has also been added

07/29/2024

• Added a space to enter a Customer Facing PN Description that customers can view in their customer portal
• You can now attach user files to Bills of Lading
  • Enables adding, editing and moving user files attached to Bills of Lading
  • Has the same functionality as other user files and shows in 'Uploaded Files' page along with the bill of ladings (and BoL on shipping dashboard) page
  • There is also the ability to click a checkbox to attach the file(s) to an email

07/28/2024

• Enabled selection of payroll start time to payroll period
  • Enabled filtering by team from timesheet segments and payroll report

07/26/2024

• Stations that users have selected with remain selected when the scheduling page is refreshed
• Enabled users to change multiple parts' location
• Added Part Group, Recipe, Station, Rack column to the Work Order Parts table on Location page
• Added ability to group parts by location on workboard card
• Added ability to assign location to parts that are grouped by location and/or moveable forward on workboard card
• Added ability to assign location to different work order parts on a rack
• Added QR code scanning capabilities on the move parts dialog from workboard

07/25/2024

• Added “Process” as a filtering option on workboards

07/23/2024

• Multiple updates to invoicing by packing slip
  • Packing Slip tab in Invoicing:
    • Packing slips cannot be invoiced for when there are no open sales order line items
    • Added unpriced parts (will only appear if other lines on the packing slip are open)
  • All Packing Slips page:
    • Added filters to allow better insight into part invoicing status
    • Created part invoicing status dialog to move packing slip part accounts to done/not done invoicing
  • Part Accounts Page:
    • Added a Related Invoices section

07/20/2024

• A column for processes has been added to the “All Quality Holds” page
• Timesheets and Payroll updates
  • Approve payroll from payroll report
  • Labor Codes have replaced product codes and the related domain setting was removed
  • Create shifts and define the typical hours worked
  • Create user schedules

07/18/2024

• Enabled users to add comments on sensor measurements
• Added treatment group to invoice line item directly based on defaults set in new domain setting toggle
• Added ability to copy part number prices
  • Making a template part one-off does not auto-archive
  • You can also select prices to copy, and copy customer

07/17/2024

• New setting for racks processed tag
  • The time a rack is considered processed may differ from when parts are considered processed depending on workflows, this allows for distinct points to be defined
  • Rack Throughput reports now use this setting instead of parts processed tag
    • Create tag or use existing tag to set as the rack processed tag
    • In insights settings, select it in the corresponding dropdown
    • Tag recipe node with the racks processed tag
    • View rack throughput reports

07/16/2024

• Default Timezone domain setting suggests your browser's timezone
• Enabled users to upload multiple files at the same time
  • Currently this works for Quotes, Quote Part Number, Work Orders, Sales Orders, Part Numbers, Inventory Items, and File Manager

07/15/2024

• Purchase orders will now appear in global search results
• Enabled purchase orders to be exported in CSV format

07/12/2024

• Added buttons to switch between active and non-active work orders on each SO page
• Domain settings for Insights will now be found directly in the Insights page
  • They can be accessed by selecting the gear icon on the top right

07/11/2024

• Enabled users to print quote PDFs directly from the quote page
• Rework certs can now be made for rework work orders that have finished their rework
• User counts will be tracked
  • If a domain exceeds the contracted user counts, they will be notified that they will be up charged

07/10/2024

• Added “Invoiced At” and “Due Date” to all invoices
• Sales tax is now editable on invoices
• Added Receiver PDF, a document that can display information related to the receiver/received batches
  • Signable & emailable
  • Usable as a Statement of Repairs
  • Includes images attached to receiver
  • Access it through:
    • Receiver page
    • Sales Order documents
    • Packing slip (when domain setting is on)
• Enabled users to update the default part price of a whole batch at once
  • From quotes, select a quote
  • Click the popover menu to the right of "Move Stage/Request Changes"
  • Select set prices as defaults
  • From there, unselect part numbers that you would not like to update default pricing on, and then click update defaults to make the change
• Users will be alerted if they have a recurring maintenance plan due for maintenance
• Rows on the maintenance dashboard will be green if a recurring maintenance plan has an associated active maintenance event
• Active maintenance events will now be listed in a column on the recurring plan
  • These will have options for for editing events, uploading files, and archiving events

07/09/2024

• Added CSV download button to the page for racks and a filter to download CSV for one rack type at a time
• Added a DuckDb column received_order_part_transform.archived_at
• Updates the labels on purchase orders, adding the labels ‘Fulfilled On Time’ and ‘Fulfilled Behind Time’
  • ‘Fulfilled’ means the PO was fulfilled and there was no set deadline
  • ‘Active’ means the PO status was manually set
  • ‘Fulfilled Behind Time’ means the PO was fulfilled after the deadline
  • ‘Expired’ the PO is no longer active

07/08/2024

• “Use Tolerance” on the part number spec page will no longer need to be turned on separately for each time it is used
• Users may now edit Work Order deadlines from the Edit Sales Order page

07/07/2024

• Enabled Process Composer users to copy over spec driven processing info for faster access when creating a new process for a PN
  • Use process composer on a part number with specs that have opt ins or defaults on them
  • Click yes on the confirmation dialog
  • View the defaults in the part number page

07/03/2024

• Enabled some descriptions boxes to be expanded to give a better view of entered text

07/02/2024

• Enabled users to upload files to Equipment in the Maintenance page, images will be displayed on the Maintenance Events
• Enabled containerization of parts that do not have a ship-to address

07/01/2024

• Added icon to Work Parts button on work boards to notify where PN instructions/instruction files or recipe node description/recipe node files are present
• Added indicator on the instructions button on scanner work boards when the parts have PN instructions, spec field description, PN spec field param description, or recipe node description
• Extra open Sales Order Lines will close when the Sales Order is closed
  • Those same lines will open when the Sales Order is reopened
• Enabled users to copy the default price from a matched part number on quote import
  • By default this is set to false
• Can now add files to invoices and packing slips, & can attach these files to invoice/packing slip emails just like quotes
• View all invoice/packing slip user files from the 'Uploaded Files' page
• Enabled users to add a one-time mail recipient for purchase orders, like they can do with quoting
  • This will allow you to send purchase order to a contact not configured as vendor contact for that purchase order
  • Add email address to line, click add, then send