09-2024

    09-2024


    Article summary

    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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