10-2023

    10-2023


    Article summary

    10/30/2023

    • Added Shipping Instructions to the shipping dashboard on the first 2 shipping nodes
      • Option available for all packing slips in the shipping dashboard

    10/27/2023

    • Added quote numbers to Packing Slips
    • Added option to process node spec fields when copying process nodes
    • Deployed the "All Uploaded Files" page
      • Icon is visible on the homepage to users with "READ ALL UPLOADED FILES" permission

    10/26/2023

    • Carrier Optimizations
      • Reworked the design of some carrier dialogs
      • Fixed issue where customer carriers could not be created without a clean address
      • Added account ID to customer carrier

    10/24/2023

    • Added a checkbox to the copy part number dialog to copy instructions

    10/23/2023

    • Activated "Create" option for Part Number of Recieving Dialog on iPad
    • Enabled user to leave a comment in the quote history at any point in the quoting process
    • Reversed the date sorting on the Quote History panel to read the latest at the top

    10/20/2023

    • Launch of Spec-Driven Processing
      • Can add specs to process node opt in outs.
      • Can now add a default process to a spec from either the create / edit dialog or the process manager section
      • Can now access a specific page for spec field params
      • Can now specify opt in / opt outs for nodes within a default process
      • Can now specify a default treatment for nodes within a default process
      • Can now specify a default station for nodes within a default process
    • Changes to Part Number, Quotes and Recieving
      • Process section as well as opt ins and outs now show defaults from applied specs and params, as well as showing where they come from and any conflicts
      • Part number opt ins and opt outs can now be reversed
      • Quote line items now take spec and param defaults into consideration and shows any conflicts in the defaults
      • Creating a received order from receiving now takes spec and param defaults into consideration and shows any conflicts in the defaults
      • When a work order is created from adding parts to a received order, the recipe is created based on spec and param defaults
    • Progress made toward overhauling "work parts page display"

    10/15/2023

    • Launched Native UOM in quoting and invoicing

    10/12/2023

    • Added shipping instructions to the shipping dashboard (on the 'Ready for Shipping' and 'Packing Slip Drafts' tables), and to the Create Packing Slip dialog

    10/10/2023

    • Added Master Certs to RO bundle

    10/8/2023

    • Enabled clients to send emails from their own email addresses, rather than the standard Steelhead email address
      • SMTP settings may be configured in Domain Settings
      • When activated, emails originating from Steelhead will use this configured account
      • Emails sent with user email addresses lose traceability (received, opened) in Steelhead

    10/4/2023

    • Added display image to Received Orders
      • Only enabled for stations set up with operation rates

    10/3/2023

    • Added option to input a reason when requoting
      *

    10/2/2023

    • Master Cert Documents available for Work Orders with multiple parts
      • The listed parts are ran to the same spec and spec parameters as shown in the table
    • Launched domain setting to force each recieved batch to its own work order
      • Helps with batch traceability to certifications
      • Allows different deadlines/pricing between recieved batches
    • Added ability to put invoice data onto parts transfer ledger
      • This streamlines communication when something has or hasn't been invoiced

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