03-2025

    03-2025


    Article summary

    03/25/2025

    • Updated the scanner pop-up dialog
      • All selected racks will appear on the same dialog when recording spec measurements
      • Sensor type spec fields will appear alongside all other spec field types when recording spec measurements

    03/24/2025

    • Replaced the word 'Traveler' with 'Job Tag' across the platform

    03/21/2025

    • Permissions can be now added to permission groups far more easily

    03/20/2025

    • Removed the Legacy Dashboard in Reporting and the ability to pin custom report charts
      • Upon opening Reporting, the topmost Dashboard will default open
    • Added the ability to support invoices syned with Native Accounting in Insight's Invoicing Reports

    03/19/2025

    • Added notifications to the Timesheets requested time off
    • Added paging abilities to AR/AP Payments and Memos, Purchases, and Deposits pages in Native Accounting
    • Added warnings/ notifications to the Timesheets requested time off
    • Added an Email setting with a Domain level, or a User level to disable reply forwarding, for the CRM users who would like for their Steelhead communications to stay within Steelhead

    03/17/2025

    • Updated the interface of the Vendor Transaction page
    • Added an Internal/External field to Spec Fields
      • External Specs can have both Internal and External Spec Fields, making it possible to choose which ones will default on a Cert
    • Added Scanner racking to Workboards
      • 'Enable Scanner Racking' in the Workboard Settings
      • Scan the Job Tag for the parts that are ready to be racked (if no parts are ready to be racked and the Scanner Racking Setting is on, then the 'Scan Parts to Rack' will not show up)
      • Rack parts as normal or scan a rack QR code
    • Improved spec measurement entry
      • Clicking the keyboard 'Enter' key now works for every type of spec entry
      • Refocusing on an entry field to measure again is now more efficient

    03/12/2025

    • Added Super Rack columns to the Processed Parts and Rack Throughput (Digital) insights in Reporting

    03/11/2025

    • Native Accounting automatically creates reversing journal entries on voided checks and voided/archived bills

    03/10/2025

    • New "Spec Measurements" Insights report in Reporting along with a few other Reporting updates
      • Shows the first 100,000 spec value parts transfer accounts made within the selected date range
        • Included, but not provided in the default view, are a few context columns that may be configured: WO labels, WO completed at date, SO closed at date, shipping status
      • Added WO Labels column to Processed Parts insight report
      • Added Sensor (name) column to Maintenance Events insight report
    • Add a new Spec Field type: Manual Timer
      • Allows spec timers to be entered manually rather than by starting/stopping them
      • Set the units of time to be recorded through the 'Manual Timer Settings' domain setting
    • New "Vendor Transactions" page found under A/P in Accounting
      • Table displays Bills, Payments, Purchases, and Memos

    03/09/2025

    • By clicking into 'Archive BOM Item' or 'Archive Multiple BOM Items' you now have the option to exit parts off of their Work Order when archiving a BOM item on a Sales Order
      • Also allows for the option to remove Sales Order Lines where the archived item is the only associated part

    03/07/2025

    • Coupons can now be tracked
      • Feature must be enabled by Steelhead Support
      • Coupons are versions of Part Numbers that can be added to a rack and undergo the same process as the racked parts
      • When coupons are added to a rack, new coupon Work Orders are created
      • 'Drives Coupons' checkbox on a spec parameter determine which spec measurements are tied to coupons
      • Coupon Work Orders can be filtered on the main Work Orders table

    03/05/2025

    • Added Power Scheduling
      • Enable the Domain Setting "Power Tools: Enable Custom Scheduling Logic"
      • On a schedule board, use the Power Tools to create a custom logic for manipulating schedules (user must know TypeScript)
      • Once a logic is ready, click the "Run Power Tools" button in order for the schedule to adjust based on the custom logic
    • Restyled the Tags and Units pages, making them more organized
      • Added a searchable table with pagination
      • 'Order By' options
      • Ability to configure columns

    03/01/2025

    • Updated the appearance of Audit Logs for a better understanding of changes

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