10-2024

    10-2024


    Article summary

    10/31/2024

    • Added a button to delete a unit conversion

    10/26/2024

    • Enabled users to set non-linear sampling rates for their Params
      • These are based on minimum and maximum batch sizes
      • This should allow for more flexibility for sampling
    • How to use this feature
      • Go to the Specs page
      • Click the Sampling link
      • Add new Sample set
      • Go back to Specs page
      • Create a Spec and apply some Number Spec fields
      • Apply your desired Params and choose the new Sample set
      • Apply Spec and Params to Part Number or Treatment
      • Create Sales Orders
      • Add parts to a Work Order
      • Step through to where the Param is
      • Notice Sampling requirements

    10/25/2024

    • In the Maintenance dashboard, dedicated QR codes can now be printed for equipment
      • Open Equipment page or Equipment Type page
      • Click Create QR Code

    10/24/2024

    • Work Order Count will now be shown in the Workboard Card title
    • Enabled users to make edits to the Process Node, Location, and Geometry Type Spec Field for existing Parameters within a Part Number and a Work Order
    • Added numerous chat enhancements, including
      • Inline chat popup
      • Linked chat channels
      • Link Current Page button
      • Formatting bar
      • Pinned channels
      • Archived channels
      • Main channel list

    10/23/2024

    • Enabled users to select Stations to prioritize Parts by
      • The table on the Stations page has a new column labelled 'Prioritizeable' which displays a checkbox
      • To set a Station as Prioritizeable, click the checkbox
      • New 'Prioritizeable' field with a checkbox added to the New Station dialog box
      • On an individual Station's page, there is a new 'Prioritizeable' field with a checkbox
    • Enabled users to set a Spec field on a Spec to require a matching Geometry type Spec field on a Part Number in order to add it
      • Create a Spec
      • Add your Spec fields, at least one of which has the RequiresGeometryType boolean set to True
      • Create a Geometry type and add the Spec field you created which requires a Geometry type
      • Create a Part Number with a Geometry type and add the Spec there also

    10/22/2024

    • Added the ability to select a user when putting Billed Time on a Work Order
    • Enabled users to edit a Recipe Tree directly from the Work Orders table on the Sales Order page

    10/19/2024

    • Added the ability to update Part locations on every Part Transfer
    • Added Part Groups to the Global Priorities list
      • Allows users to separately prioritize groups of Parts on a Work Order
    • Added a Select Similar button to the Ready to Ship and Packing Slip Draft sections on the Shipping dashboard
      • To use Select Similar in Ready to Ship:
        • Move containers into Ready for Shipping
        • From the Containers tab of Ready to Ship:
          • Select a Container
          • Click Select Similar
          • Other Containers that have the same Customer will also be selected
      • To use Select Similar in Packing Slip Drafts:
        • Select a Packing Slip
        • Click Select Similar
        • Other Packing Slips with the same Customer, Ship To, Bill To, and Customer Contact will also be selected
    • Added new columns to Insight Reports, including:
      • “Week Of” column on most reports
      • “Customer” column on Invoices by Product
      • “Customer Created At” column on Sales by Customer

    10/18/2024

    • When racking parts, up to 50 rack options will load as suggestions
      • Use Search to find a rack that didn't populate
    • Added filter-sensitive CSV export ability to Inventory items
      • To use this feature, apply desired filters and click the Export button

    10/17/2024

    • Updated the color of the bubble alert to green when the Spec measurements already recorded equal the Total Measurements required in order to move parts

    10/15/2024

    • Altered the shading contrast between for Passing and Failing in Contract Review
      • Yellow if Incomplete
      • Red if any Contract Sign-Off is Failing
      • Green if all Contract Sign-Offs are Passing

    10/12/2024

    • Added a domain setting to enable and disable Workboard Labels
      • With this setting, labels can be used to assign users to Workboards and Workboard Folders
      • Similar to the Workboard Cards they are on, you can hide labels from unauthorized users

    10/11/2024

    • Added an Auto Apply toggle for Sensor measurements when creating a Spec field
      • When a user transfers parts and there are still valid Sensor measurements, it will apply those measurements to the parts
      • When a Sensor measurement is taken, it will create a Spec field param value for the measurement for all Auto Apply Spec fields
      • It will then link the part transfer accounts of any Spec field params where the Sensor Valid Duration makes the Sensor measurement still valid
      • For an example, if one-at-a-time is false, and if the Spec field param must be "passing," then the Sensor measurement must also be "passing"
      • How to use this feature:
        • Create Spec fields linked to a Sensor type
        • Create sensor(s) at a given Station or location and set Auto Apply to True
        • Create Spec field params that use the Sensors
        • Add the Specs to parts
        • Create a Sensor measurement
        • Observe that the measurement was applied to all applicable parts
        • Move parts with applicable Spec field params into the station and observe that the measurement was applied to those parts

    10/09/2024

    • Added a “Search Modules” bar near the top of the home page
      • This allows you to easily locate tiles on the home page
    • When selecting Specs to import Params from, it now displays the top 50 related Spec options
      • Open a Spec
      • Click + New Spec Field
      • Choose the field being added to spec
      • Select or search a Spec to import Params from

    10/08/2024

    • Added Vendor Item name into power invoicing and power quoting

    10/05/2024

    • Added specified minimum, target, and maximum times for Timer spec params to the Spec Summary dialog
    • Enabled users to edit the minimum, target, and maximum times for Timer spec params on the Spec Summary dialog
      • Find a spec that has associated params that are the timer type
      • View Spec Summary dialog
      • Scroll and expand the params
      • View the associated minimum, target, and maximum times
      • Edit the minimum, target, and maximum times
    • Added a warning to the Sales Orders page when the number of Parts in Production is greater than the Max Count on a blanket sales order
    • Added the ability to view the Spec Summary dialog for the specific spec on the Customize Values dialog when creating a cert
    • Added the ability to Select All and Deselect All spec fields on the Customize Values dialog when creating a cert
    • Added a button on Workboards to scan a Work Order traveler to auto open/filter the parts on the Workboard
      • This will assist users in finding parts on crowded Workboards
      • If the QR code only matches ONE part on the Workboard, then the Work Parts page will auto open
      • If the QR code matches multiple parts, then the Workboard will be filtered to show only those parts

    10/04/2024

    • A warning icon will show up beside ‘Ship Via’ when creating an invoice for a part that has multiple shipping methods, and the user will be prompted to choose a method
    • Updates to several areas of the Contact Review Interface:
      • Added a 'Contract Review' title to the top of the dialog
      • Added a tooltip next to ‘Recipe Tree’ containing information about moving through the tree using keyboard commands
      • Decreased size of the buttons for Edit Specs, Edit Work Order Recipe, and Edit Power Tools
      • New color-coded changes to the ‘Contract Sign Offs’ box:
        • If all Contract Reviews are signed, but one or more are failing, the box will turn light red
        • If all Contract Reviews are signed and passing, the box will turn light green
        • If any Contract Review is not signed off, the box will be light yellow
    • Added part number geometries and part number geometry spec field params
      • Go to the part numbers page
      • Click the geometry types icon in the upper right-hand corner
      • Create a geometry type
      • Add spec fields to the geometry type
      • Choose a part number and set its geometry type

    10/03/2024

    • Added the ability to select multiple parts on a Workboard card and assign them to a location

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