11-2024

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Improved the search tool within the Integration tile, making it easier to search for and find items

Added a permission requirement "Read: Sales Orders" to view Sales Order files in the All Files dialog on a Work Order
Enabled users to access "Watch Tower Sales Order Columns Display" and easily sort columns in ascending or descending order by clicking the column title
Updated the Prioritization landing page
- Displays a table showing all Stations, Global Priority, and sortable columns
  - Each row displays the number of prioritized/unprioritized Parts, details about the most recent update, who edited it, and a green highlight that extends across the row showing the percent of Parts prioritized
  - Click on the column header to sort by that column, click again to switch from ascending to descending
Ability to easily remind customers of expired Quotes
- Filter the Quotes table by "Quote Status: Needs Reminder"
  - This filter includes Quotes that are past their set Follow Up date
- Use "Reminder Message" toggle when sending a Quote more than once
  - Your last reminder message will be stored as the default message
Improved purchasing Part Number Inventory Items with multiple units
- Received Goods with different units are converted to individual Part counts, allowing the Part Number Inventory to remain consistent

Update to page view on Shipping and Racks dashboards
- New side panel menu, collapsable by clicking on the Hamburger menu
Added an Export CSV button on Prices Dashboard

Enabled users to associate Labels with a list of entities
- This includes the ability to add Labels to Specs
- Edit an existing Label on the Labels page (found in Domain Settings) or create a Label in any of the places where you can create a Label
  - In the new Associated Entities selector, add or remove entities from the selection
- Note: Removing an entity from a Label will not remove the Label from any objects, instead it will simply no longer be available to add

Users can now select a Treatment while moving parts if the Treatment selection was left blank
Users are now prompted to add Treatments prior to racking if Treatments are missing
Added Part Priority numbers on Super Workboards

Updated the cascade functionality for Specs, Spec fields, and Spec field specs to be more efficient
Users can now see archived Spec field specs on Work Order Specs, as long as Params exist for that Spec field spec
- Create a Spec
- Apply Spec fields and Params
- Add to a Part Number and Work Order
- Take values against a Spec field on the Spec
- Archive a Spec field from the Spec and return to the Work Order
- Users can view the data in Work Order Specs, Spec results, and Certs on that Work Order

Added a tooltip for the Accounting Integration Config action name
Added a new Customer Success Center tile which opens a slide-out panel. With this new feature, users have the ability to:
- See their Customer Success Manager and Sales Representative information
- Quickly search the Docs site to find answers to Steelhead questions
- Easily put in a Support Ticket
- Give Steelhead feedback on how we can serve you better

“Write Financials” permissions are no longer needed for editing Part Number unit conversions
- The “Read Part Numbers” permission will be used instead
  - Create a Part Number with a unit conversion
  - Add the Part Number to a Sales Order using that unit conversion
  - View the part on a Workboard without WRITE_FINANCIALS permission, but with READ_PART_NUMBERS permission
Sales Order files are now visible in Contract Review
From the “Split Received Batch” screen you can now:
- Select and use Template Part Numbers
- Edit Part Numbers
- See Specs on Part Numbers

Added a “Divide Equally” button on the Rack to Multiple page
There is now a timer Auto Start/Stop functionality that you can use when editing a Spec field
- Spec Timers won’t need to be stopped manually every time you move parts

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