08-2024

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Added archive/void to V4 integrations
When a packing slip becomes finalized but not signed, you still have the option to go back and edit your PDF by clicking the Regenerate PDF button
Boolean Spec Measurements now have a Pass/Fail button instead of a checkbox
Enabled users to view if an email has been sent for a Purchase Order
- They may also email POs from the Outsourcing screen
Enabled users to search for Parts with empty/blank location in Watch Tower
- In Watch Tower - click Filters, Part Locations (not Sales Orders)
- A new 'No Location' filter checkbox will display
Added the ability to add Specs and Params to the Work Order from the Recipe Composer. This lets you resolve errors in Specs and Recipes at the same time when using spec-driven processing.
- Go to a Work Order
- Add a Node and choose a Spec
- Select Child Specs to add their processes as well
- Fill out Treatment selections
- Choose to add the Spec to the Part Numbers on the Work Order
- Choose the Part Numbers you'd like to add, and add the Spec to them
- Save Recipe changes
- View Specs for all Part Numbers you adjusted

A message asking if you are sure you would like to delete will now appear when you try to archive a Priority Version in Prioritization
Added a domain setting to enable Invoicing for Shipments
- There is also a corresponding Shipping tab on the Invoicing dashboard

Added location and Batch Name/Lot # columns to existing Inventory reports
Added Invoice Reconciliation report to Insights
- This allows users to see all Inventory Transfer history

Added a CSV export button to the vendors page
Users may now add new part number work orders onto existing purchase orders in the outsourcing menu
Enabled users to select all racks in the Work Parts/Racks slide out panel.
- Move multiple racks with parts on them to a racking node
- In the Work Racks slide out panel, find the 'Racks Ready To Be Assembled' section
- Select the Select All button underneath the table to select All Available Racks

Added an info popup menu to Sales Order Lines to display links for Part Number and Work Order

When creating an invoice, Sales Tax will be pulled in from the default Ship To address, if there is one.

Inventory Insights
- New Expiration Date column on Inventory Reports in Insights (Inventory Over Time and Inventory on Hand).
Invoiced margins for a Sales Order will now be logged and displayed
- You can find these shown in the Sales Order margins

Enabled users to create a packing slip per container on the create packing slip dialog
- Have containers in ready for shipping
- Select containers, click Create to create packing slip
- Click 'Save Multiple' on the create packing slip dialog

Sales Order Audit Log Includes Timestamp
After closing a Sales Order Line Item, a timestamp within the Audit Log will show the date and time it was closed, giving a more comprehensive line item history.
New domain setting: "Timesheets Rounding"
- Able to set time frames in which clock in/out times can be rounded to match scheduled shifts
- Authorized users can round everyone's time segments together or individually
History of Time segments
- There is now a historical look up of all changes made to time segments
- Ability to archive/unarchive time segment history
Enabled spec field params to be distinct per process node occurrence, making differing params on shared node possible:
- Create a part number with a default process from either itself or spec driven processing
- Add specs and specify which process nodes the params go on
- Create a sales order and add the part number to the work order
- View the specs on the work order
- Edit a part number and manage specs
- Edit a part number and compose a process using specs with spec driven processing
Accounting Integrations for Quick Books Online will now be viewed by clicking a bank icon instead of an ID number
- This will load a menu where many integration settings can be accessed directly from the Steelhead program itself

Added CSV export button to the bills page
You can now update part number units without the "Write: Financials" permission
Added blanket SO to SO columns as well as filtering by blanket SO
NCR Overview received a dump of custom inputs to increase utility
Added "Invoice Date" column to the Bills table
Future station priorities will show on workboard cards without assigned stations
Comments on part transfers can now be edited
Updated the watchtower viewing options to show tabs for each saved filter at the top of the screen
Replaced the sales order blanket description with a Steelhead green banner
- This will notify users that the sales order is a blanket sales order
Maintenance was updated for a better user experience
- Added columns to the Equipment page
- Added "Equipment Stations" column to Active Maintenance Events and Recurring Maintenance tables
- "Complete Multiple Nodes" button is now in more convenient spot

Notifies users on the Shipping dashboard whether or not a payment has been received prior to shipping
- These notifications only apply to Sales Orders that have COD terms
Added part number description and custom inputs to instructions page in scanner work boards
- The custom inputs are defaulted to 'hidden' with an arrow dropdown to conserve some space on the page
- Neither should show if they are empty/ not configured

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