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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