09-2024

    09-2024


    Article summary

    09/27/2024

    • Moved Part Number user files to the All Files dialog
      • Changed display of some files to show file name instead of ID

    09/23/2024

    • The receiving dashboard will now refresh when a received Batch is split
    • Added a domain setting to allow users to email a Purchase Order as an attachment rather than a link

    09/20/2024

    • Many improvements were made to Specs and Certs
      • Certification at a Part Account level is now supported
      • Allows for more in-depth certification
      • Cert creation has been made more efficient with less buttons to click
      • The Spec Results page on Work Orders has been reorganized
      • New button has been added to Split and Reallocate spec measurements
      • Ability to certify Part Accounts straight from the Work Order page when parts are in process
      • "Collect Additional" measurements on a Part Account dialog box has been updated
      • If a Part Account has not been to a node, creating additional measurements requires creating a “stranded part account”
      • When resolving Failed Spec Measurements, the Resolution Comment now applies to ALL parts at once, rather than a unique comment for each part.

    09/19/2024

    • Added a link onto Sales Orders and Work Orders to the All Files dialog
      • This will show files for associated SO, WO, quote, invoice, receiver, BOL, packing slip, and spec field files in the same menu
    • Enabled users to enter Spec measurements for multiple parts on one panel
    • Enabled users to temporarily group parts on a Workboard Card and enter measurements for all parts that need measurements
        1. Find/Create a Workboard
        1. Find/Add a Card with numerous parts that have Spec requirements at this stage
        1. Select either Group Like Parts or Toggle Multiselect on the Card or in Global Filters
        1. Observe that the parts are now in collapsed dropdowns with one at the top that says: "More Measurements Required"
        1. Click on the "Enter Specs" button
        1. Enter the Spec measurements for the parts. Once you close the panel, the parts should be moved into other groupings and be ready to move
      • Repeat steps 1-4
        1. Use the multi-select toggle to select multiple parts
        1. Click on the "Enter Specs" button in the red section at the top of the Card
      • Repeat steps 6-7
    • Enabled users to see a summary overview for individual Specs
      • When a user is looking for all the information associated with a Spec, they are able to see it all condensed in one place
      • Information displayed in this dialog includes:
        • Spec name, revision #
        • active or archived
        • external description
        • internal or external type
        • custom inputs
        • internal description
        • associated part numbers
        • associated treatments
        • process definition: opt-in/opt-outs, associated spec fields and their associated spec params and process definitions
      • Steps to use this feature:
        • Select the Spec tile on the home page under the Configuration section
        • Select a Spec Number from the list
        • Click the three dots in the upper right corner
        • Select Spec Summary

    09/18/2024

    • Added an “Upload Part Numbers File” link to the top right side of the Part Numbers page to avoid scrolling all the way to the bottom of the page
    • Enabled users to select Tags in the Create or Edit Workboard Card dialog and to view a list of associated Process Nodes
    • Select nodes to associate them by Tag to the Workboard Card

    09/16/2024

    • Added two new warning messages to all Move Parts menus when trying to move Unracked parts out of a Racking node
    • Added Rack Parts button to all Move Parts dialogs, so users can rack the parts easily
      • Move parts into a Racking node
      • Try to move the same parts out of the Racking node
      • You should see two warnings before being able to move the parts out of the Racking node
    • Users can now copy default Spec parameters over to a new Spec along with a Spec Field
    • Updates to the Shipping dashboard to improve efficiency
      • Enable the domain setting "Use Loading for Shipments"
      • Create a Shipment and add packing slips
      • Open the Load Shipment dialog
        • Added ability to scan a packing slip or container on a packing slip to add it to shipment
        • Ability to mark/unmark packing slips as Loaded
      • Open the Edit Shipment dialog to search for and add packing slips to the shipment
    • Enabled many packing slips to be finalized at once if they share the same billing address, shipping address, and customer contact
      • Select packing slips and click the Finalize button

    09/13/2024

    • Enabled users to see statuses of parts on the Outsourcing dashboard that are awaiting PO and awaiting shipper

    09/12/2024

    • Enabled users to assign spec field params to specific nodes on the spec default process
    • Collapse/Expand All button was added to workboard cards
      • Button will display if Group Like Parts or Toggle Multiselect on a workboard card is being used
      • Collapsed dropdowns have titles that correctly represent the contents of each group
      • When you expand a dropdown, all the parts in the group will display
    • Enabled users to make claims against items on purchase orders
      • Allows attaching sales order part numbers to purchase orders
      • Allows users to view who they were purchasing their inventory for
      • Can assist with margins and costing
      • Steps to use this feature:
        • Select a purchase order with an inventory item
        • Click the Add/Edit Claims icon in the Actions column of the item
        • From the claims dialog, you can add or edit claims
        • Inventory alert banner on sales order/work order page includes claim details
        • When a PO is received, claims can be fulfilled at a container level
        • Toggle switch to close claim, this cannot be undone
        • Claims can be fulfilled partially in multiple containers
    • Moved the display Sales Order files to make the Sales Order layout more organized
    • Added a file upload option to the top of Sales Orders and Quotes
      • In top right corner, click the three dots to find the option

    09/10/2024

    • Added revision numbers to specs on both the add parts table and the Quote parts table
    • Added a link from the PO page to the Receiving page
    • Added a confirmation for adding parts to a sales order with missing treatment information
    • Added a button on the sales order page that is used for adding parts to work order, and adds some UI cleanup and displays current part counts
    • Added 'Inventory Usage: Predicted vs. Actual' report to insights that allows comparison of predicted inventory usage and inventory depletions
      • Make Part Transfers through nodes that have inventory item treatments associated with parts that have predicted inventory usage set for that treatment
      • Deplete inventory on work orders that shares the inventory item treatment
      • See how your predictions/reality match up and ability to adjust predictions for future use
    • Added filters for “Sync Status” to the list of filters on the Bills page

    09/09/2024

    • Added inventory item description and inventory type as a tooltip on the inventory item on a PO
      • Hover mouse curser over the inventory type

    09/04/2024

    • Enabled users to easily filter Parts between Tags and filter by Routed parts in Prioritization
      • New "Workflow Control" button on the Schedule Board page and Station page
      • This can be helpful if you want to only schedule parts that are routed
      • Tags can be set up on process nodes

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