Product Updates 2024

2024

December 2024

12/27/2024

• Customer portal requiring authentication is now available

12/23/2024

• Added the ability to connect quoted lines to existing Sales Order parts
• Added customer custom inputs to the Packing Slip page

12/18/2024

• Update to page view on Stations
  • Added a new collapsable side panel menu to allow quicker access to station features

12/13/2024

• Insights and Custom Reports were consolidated into the Reporting tile
  • Create, edit, and personalize dashboards
  • Organize dashboards in dashboard folders
  • Set default report configurations
  • Control which users see each Insight report using permissions
  • Customize report descriptions for other users to easily understand each report

12/12/2024

• Adds the user ability to assign labels to a customer & updated the customers page with the SH sidebar and tabs
  • Customer labels on: Quote, Customer page, Customers Table, Sales Order, Work Order, Carrier, Shipping: Packing Slips and Bills of Lading, Watchtower, Workboards, Work Parts Info, and Invoicing
• When creating/editing a treatment group you can now select/deselect as many stations as necessary to be able to assign/remove multiple stations from a treatment group at once
• Ability to expand/collapse all files in the Upload Files tile

12/05/2024

• Customer Portal now has "Part View" on the Customer Portal Work Order page
  • Lists all active parts individually
  • Part Progress is easily accessible when the 'View Progress' Customer Portal permission is enabled

12/04/2024

• Added a feature that allows the use of process composer when choosing a process for part transforms
  • Process composer has been modified to create non-auto-complete processes inside the part transforms page
• Added the ability to add/change Spec Field Parameters to multiple active Part Numbers at once using the new "Active Parts on Work Orders" table located at the bottom of a Spec Field Assignment page

12/03/2024

• Work Order Review is available in the Contract Review tile
  • All Part Numbers on a Work Order can be reviewed on a single page, rather than on individual Contract Review pages
  • Work Order Review Contract Sign Offs apply to all parts on the Work Order
• The look of Contract Review was adjusted in a few areas

12/02/2024

• Added the "Join Lines" and "Flat Price Lines" buttons to the Sales Order page
  • "Join Lines" creates one Sales Order Line with multiple Sales Order Line Items
  • "Flat Price Lines" (essentially the old "Merge Lines") creates one Sales Order Line with one Sales Order Line Item
• Added the ability to receive parts directly into containers
• Labels can be added to racks
• Advanced rack movement
  • 'Enable Advanced Rack Transfers' Domain Setting
  • Allows adjusting part count on rack movement
  • Allows unracking and moving parts in one step

November 2024

11/25/2024

• Added checkHQ payroll components to Timesheets
• Improved Timesheets UI/UX
• Added new user permissions
  • ADMIN: PAYROLL
  • READ: PAYROLL
  • WRITE: PAYROLL

11/22/2024

• Added Workboard Swipes to improve use for operators
  • On a touch screen: swipe right to move Parts and Racks to the next node, or swipe left to open the Work Parts/Racks dialog
  • On a computer: click, drag right or left, release
  • The Move Parts dialog will open up for the following instances:
    • Racks/Parts that require Spec measurements before stepping
    • Parts that are failing Contract Review
    • Parts are being racked or unracked
    • Parts have no selected Treatment or Station

11/20/2024

• Updated "Geometry Types" by adding dimensions, a copy function, and a new endpoint for saving
  • Dimensions were also added to Part Numbers
• A Specifications column has been added to the Unscheduled Tasks table in Schedules
  • This column can be filtered out by Spec Field or Parameter name, or by numerical or time value or range
  • To see Specifications in the column, Schedule by Field must be selected when creating or editing a Spec Field

11/19/2024

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

11/17/2024

• 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

11/15/2024

• Update to Spec Supersessions to make them more flexible
  • Perform supersession immediately upon revising a Spec
  • Ability to use superseded Specs
  • Ability to keep copied Part Number/Treatment when copying to resolve supersession
  • Ability to manage all Part Number/Treatment Specs when copying to resolve supersession
  • Ability to manage process when copying Part Number to resolve supersession, when there is a need to replace a sub-process node due to the change in Specs and/or the process on the part number was composed already

11/14/2024

• 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

11/10/2024

• 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

11/09/2024

• 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

11/08/2024

• 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

11/07/2024

• 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

11/06/2024

• “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

11/02/2024

• 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

11/01/2024

• Several updates have been made to Steelhead Chat
  • Floating page channels have titles that are linked to the associated Steelhead page
    • Example: If Quote #123 channel is open, click the channel title to navigate to Quote #123
  • A user's currently opened page channels display in the 'Other Channels' section of the main Chat page
    • Ability to click on the 'Go to' icon to quickly access the associated Steelhead page
  • When a user is mentioned in a page channel, the channel is automatically pinned under 'Pinned Channels' for that user

October 2024

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 * Changed display of some files to show file name instead of ID
    • 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 Homepage
  • This allows you to easily locate tiles on the Homepage
• 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 Job Tag 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### 09/27/2024
• Moved Part Number user files to the All Files dialog

September 2024

09/23/2024

• The receiving dashboard will now refresh when a received Batch is split
• Added a domain setting to allow users to email a Purchase Order as an attachment rather than a link

09/20/2024

• Many improvements were made to Specs and Certs
  • Certification at a Part Account level is now supported
  • Allows for more in-depth certification
  • Cert creation has been made more efficient with less buttons to click
  • The Spec Results page on Work Orders has been reorganized
  • New button has been added to Split and Reallocate spec measurements
  • Ability to certify Part Accounts straight from the Work Order page when parts are in process
  • "Collect Additional" measurements on a Part Account dialog box has been updated
  • If a Part Account has not been to a node, creating additional measurements requires creating a “stranded part account”
  • When resolving Failed Spec Measurements, the Resolution Comment now applies to ALL parts at once, rather than a unique comment for each part.

09/19/2024

• Added a link onto Sales Orders and Work Orders to the All Files dialog

  • This will show files for associated SO, WO, quote, invoice, receiver, BOL, packing slip, and spec field files in the same menu

• Enabled users to enter Spec measurements for multiple parts on one panel

• Enabled users to temporarily group parts on a Workboard Card and enter measurements for all parts that need measurements

  • 1. Find/Create a Workboard
  • 2. Find/Add a Card with numerous parts that have Spec requirements at this stage
  • 3. Select either Group Like Parts or Toggle Multiselect on the Card or in Global Filters
  • 4. Observe that the parts are now in collapsed drop-downs with one at the top that says: "More Measurements Required"
  • 5. Click on the "Enter Specs" button
  • 6. Enter the Spec measurements for the parts. Once you close the panel, the parts should be moved into other groupings and be ready to move
  • Repeat steps 1-4
  • 7. Use the multi-select toggle to select multiple parts
  • 8. Click on the "Enter Specs" button in the red section at the top of the Card
  • Repeat steps 6-7

• Enabled users to see a summary overview for individual Specs

  • When a user is looking for all the information associated with a Spec, they are able to see it all condensed in one place

• Information displayed in this dialog includes:

  • Spec name, revision #
  • active or archived
  • external description
  • internal or external type
  • custom inputs
  • internal description
  • associated part numbers
  • associated treatments
  • process definition: opt-in/opt-outs, associated spec fields and their associated spec params and process definitions

• Steps to use this feature:

  • Select the Spec tile on the Homepage under the Configuration section
  • Select a Spec Number from the list
  • Click the three dots in the upper right corner
  • Select Spec Summary

  • 09/18/2024

• Added an “Upload Part Numbers File” link to the top right side of the Part Numbers page to avoid scrolling all the way to the bottom of the page

• Enabled users to select Tags in the Create or Edit Workboard Card dialog and to view a list of associated Process Nodes

• Select nodes to associate them by Tag to the Workboard Card

09/16/2024

• Added two new warning messages to all Move Parts menus when trying to move Unracked parts out of a Racking node
• Added Rack Parts button to all Move Parts dialogs, so users can rack the parts easily
  • Move parts into a Racking node
  • Try to move the same parts out of the Racking node
  • You should see two warnings before being able to move the parts out of the Racking node
• Users can now copy default Spec parameters over to a new Spec along with a Spec Field
• Updates to the Shipping dashboard to improve efficiency
  • Enable the domain setting "Use Loading for Shipments"
  • Create a Shipment and add packing slips
  • Open the Load Shipment dialog
    • Added ability to scan a packing slip or container on a packing slip to add it to shipment
    • Ability to mark/unmark packing slips as Loaded
  • Open the Edit Shipment dialog to search for and add packing slips to the shipment
• Enabled many packing slips to be finalized at once if they share the same billing address, shipping address, and customer contact
• • Select packing slips and click the Finalize button

09/13/2024

• Enabled users to see statuses of parts on the Outsourcing dashboard that are awaiting PO and awaiting shipper

09/12/2024

• Enabled users to assign spec field params to specific nodes on the spec default process
• Collapse/Expand All button was added to workboard cards
  • Button will display if Group Like Parts or Toggle Multiselect on a workboard card is being used
  • Collapsed drop-downs have titles that correctly represent the contents of each group
  • When you expand a drop-down, all the parts in the group will display
• Enabled users to make claims against items on purchase orders
  • Allows attaching sales order part numbers to purchase orders
  • Allows users to view who they were purchasing their inventory for
  • Can assist with margins and costing
  • Steps to use this feature:
    • Select a purchase order with an inventory item
    • Click the Add/Edit Claims icon in the Actions column of the item
    • From the claims dialog, you can add or edit claims
    • Inventory alert banner on sales order/work order page includes claim details
    • When a PO is received, claims can be fulfilled at a container level
    • Toggle switch to close claim, this cannot be undone
    • Claims can be fulfilled partially in multiple containers
• Moved the display Sales Order files to make the Sales Order layout more organized
• Added a file upload option to the top of Sales Orders and Quotes
  • In top right corner, click the three dots to find the option

09/10/2024

• Added revision numbers to specs on both the add parts table and the Quote parts table
• Added a link from the PO page to the Receiving page
• Added a confirmation for adding parts to a sales order with missing treatment information
• Added a button on the sales order page that is used for adding parts to work order, and adds some UI cleanup and displays current part counts
• Added 'Inventory Usage: Predicted vs. Actual' report to insights that allows comparison of predicted inventory usage and inventory depletions
  • Make Part Transfers through nodes that have inventory item treatments associated with parts that have predicted inventory usage set for that treatment
  • Deplete inventory on work orders that shares the inventory item treatment
  • See how your predictions/reality match up and ability to adjust predictions for future use
• Added filters for “Sync Status” to the list of filters on the Bills page

09/09/2024

• Added inventory item description and inventory type as a tooltip on the inventory item on a PO
  • Hover mouse curser over the inventory type

09/04/2024

• Enabled users to easily filter Parts between Tags and filter by Routed parts in Prioritization
  • New "Workflow Control" button on the Schedule Board page and Station page
  • This can be helpful if you want to only schedule parts that are routed
  • Tags can be set up on process nodes### 08/29/2024
• Added archive/void to V4 integrations
• When a packing slip becomes finalized but not signed, you still have the option to go back and edit your PDF by clicking the Regenerate PDF button
• Boolean Spec Measurements now have a Pass/Fail button instead of a checkbox
• Enabled users to view if an email has been sent for a Purchase Order
  • They may also email POs from the Outsourcing screen
• Enabled users to search for Parts with empty/blank location in Watch Tower
  • In Watch Tower - click Filters, Part Locations (not Sales Orders)
  • A new 'No Location' filter checkbox will display
• Added the ability to add Specs and Params to the Work Order from the Recipe Composer. This lets you resolve errors in Specs and Recipes at the same time when using spec-driven processing.
  • Go to a Work Order
  • Add a Node and choose a Spec
  • Select Child Specs to add their processes as well
  • Fill out Treatment selections
  • Choose to add the Spec to the Part Numbers on the Work Order
  • Choose the Part Numbers you'd like to add, and add the Spec to them
  • Save Recipe changes
  • View Specs for all Part Numbers you adjusted

August 2024

08/21/2024

• A message asking if you are sure you would like to delete will now appear when you try to archive a Priority Version in Prioritization
• Added a domain setting to enable Invoicing for Shipments
  • There is also a corresponding Shipping tab on the Invoicing dashboard

08/20/2024

• Added location and Batch Name/Lot # columns to existing Inventory reports
• Added Invoice Reconciliation report to Insights
  • This allows users to see all Inventory Transfer history

08/19/2024

• Added a CSV export button to the vendors page
• Users may now add new part number work orders onto existing purchase orders in the outsourcing menu
• Enabled users to select all racks in the Work Parts/Racks slide out panel.
  • Move multiple racks with parts on them to a racking node
  • In the Work Racks slide out panel, find the 'Racks Ready To Be Assembled' section
  • Select the Select All button underneath the table to select All Available Racks

08/15/2024

• Added an info popup menu to Sales Order Lines to display links for Part Number and Work Order

08/14/2024

• When creating an invoice, Sales Tax will be pulled in from the default Ship To address, if there is one.

08/13/2024

• Inventory Insights

  • New Expiration Date column on Inventory Reports in Insights (Inventory Over Time and Inventory on Hand).

• Invoiced margins for a Sales Order will now be logged and displayed

  • You can find these shown in the Sales Order margins

08/09/2024

• Enabled users to create a packing slip per container on the create packing slip dialog
  • Have containers in ready for shipping
  • Select containers, click Create to create packing slip
  • Click 'Save Multiple' on the create packing slip dialog

08/08/2024

• Sales Order Audit Log Includes Timestamp
  After closing a Sales Order Line Item, a timestamp within the Audit Log will show the date and time it was closed, giving a more comprehensive line item history.
• New domain setting: "Timesheets Rounding"
  • Able to set time frames in which clock in/out times can be rounded to match scheduled shifts
  • Authorized users can round everyone's time segments together or individually
• History of Time segments
  • There is now a historical look up of all changes made to time segments
  • Ability to archive/unarchive time segment history
• Enabled spec field params to be distinct per process node occurrence, making differing params on shared node possible:
  • Create a part number with a default process from either itself or spec driven processing
  • Add specs and specify which process nodes the params go on
  • Create a sales order and add the part number to the work order
  • View the specs on the work order
  • Edit a part number and manage specs
  • Edit a part number and compose a process using specs with spec driven processing
• Accounting Integrations for Quick Books Online will now be viewed by clicking a bank icon instead of an ID number
  • This will load a menu where many integration settings can be accessed directly from the Steelhead program itself

08/07/2024

• Added CSV export button to the bills page
• You can now update part number units without the "Write: Financials" permission
• Added blanket SO to SO columns as well as filtering by blanket SO
• NCR Overview received a dump of custom inputs to increase utility
• Added "Invoice Date" column to the Bills table
• Future station priorities will show on workboard cards without assigned stations
• Comments on part transfers can now be edited
• Updated the watchtower viewing options to show tabs for each saved filter at the top of the screen
• Replaced the sales order blanket description with a Steelhead green banner
  • This will notify users that the sales order is a blanket sales order
• Maintenance was updated for a better user experience
  • Added columns to the Equipment page
  • Added "Equipment Stations" column to Active Maintenance Events and Recurring Maintenance tables
  • "Complete Multiple Nodes" button is now in more convenient spot

08/01/2024

• Notifies users on the Shipping dashboard whether or not a payment has been received prior to shipping
  • These notifications only apply to Sales Orders that have COD terms
• Added part number description and custom inputs to instructions page in scanner work boards
  • The custom inputs are defaulted to 'hidden' with an arrow drop-down to conserve some space on the page
  • Neither should show if they are empty/ not configured
    ### July 2024
    #### 07/31/2024
• Enabled users in receiving to print off a list of part batches with one click in the ‘Receive Parts from Customer’ dialog, instead of saving and manually printing off each 'part number batch' PDF
• Updated input handlers in various components, to replace non-digit characters, ensuring accurate data entry
  • The main notable effect of this is that you can no longer input negative values on the part transfer billed time dialog

07/30/2024

• Billing status switch on the Purchase Order search menu will now default to “open”
  • An option for showing “All” within the chosen status has also been added

07/29/2024

• Added a space to enter a Customer Facing PN Description that customers can view in their customer portal
• You can now attach user files to Bills of Lading
  • Enables adding, editing and moving user files attached to Bills of Lading
  • Has the same functionality as other user files and shows in 'Uploaded Files' page along with the bill of ladings (and BoL on shipping dashboard) page
  • There is also the ability to click a checkbox to attach the file(s) to an email

07/28/2024

• Enabled selection of payroll start time to payroll period
  • Enabled filtering by team from timesheet segments and payroll report

07/26/2024

• Stations that users have selected with remain selected when the scheduling page is refreshed
• Enabled users to change multiple parts' location
• Added Part Group, Recipe, Station, Rack column to the Work Order Parts table on Location page
• Added ability to group parts by location on workboard card
• Added ability to assign location to parts that are grouped by location and/or moveable forward on workboard card
• Added ability to assign location to different work order parts on a rack
• Added QR code scanning capabilities on the move parts dialog from workboard

07/25/2024

• Added “Process” as a filtering option on workboards

07/23/2024

• Multiple updates to invoicing by packing slip
  • Packing Slip tab in Invoicing:
    • Packing slips cannot be invoiced for when there are no open sales order line items
    • Added unpriced parts (will only appear if other lines on the packing slip are open)
  • All Packing Slips page:
    • Added filters to allow better insight into part invoicing status
    • Created part invoicing status dialog to move packing slip part accounts to done/not done invoicing
  • Part Accounts Page:
    • Added a Related Invoices section

07/20/2024

• A column for processes has been added to the “All Quality Holds” page
• Timesheets and Payroll updates
  • Approve payroll from payroll report
  • Labor Codes have replaced product codes and the related domain setting was removed
  • Create shifts and define the typical hours worked
  • Create user schedules

07/18/2024

• Enabled users to add comments on sensor measurements
• Added treatment group to invoice line item directly based on defaults set in new domain setting toggle
• Added ability to copy part number prices
  • Making a template part one-off does not auto-archive
  • You can also select prices to copy, and copy customer

07/17/2024

• New setting for racks processed tag
  • The time a rack is considered processed may differ from when parts are considered processed depending on workflows, this allows for distinct points to be defined
  • Rack Throughput reports now use this setting instead of parts processed tag
    • Create tag or use existing tag to set as the rack processed tag
    • In insights settings, select it in the corresponding drop-down
    • Tag recipe node with the racks processed tag
    • View rack throughput reports

07/16/2024

• Default Timezone domain setting suggests your browser's timezone
• Enabled users to upload multiple files at the same time
  • Currently this works for Quotes, Quote Part Number, Work Orders, Sales Orders, Part Numbers, Inventory Items, and File Manager

07/15/2024

• Purchase orders will now appear in global search results
• Enabled purchase orders to be exported in CSV format

07/12/2024

• Added buttons to switch between active and non-active work orders on each SO page
• Domain settings for Insights will now be found directly in the Insights page
  • They can be accessed by selecting the gear icon on the top right

07/11/2024

• Enabled users to print quote PDFs directly from the quote page
• Rework certs can now be made for rework work orders that have finished their rework
• User counts will be tracked
• • If a domain exceeds the contracted user counts, they will be notified that they will be up charged

07/10/2024

• Added “Invoiced At” and “Due Date” to all invoices
• Sales tax is now editable on invoices
• Added Receiver PDF, a document that can display information related to the receiver/received batches
  • Signable & emailable
  • Usable as a Statement of Repairs
  • Includes images attached to receiver
  • Access it through:
    • Receiver page
    • Sales Order documents
    • Packing slip (when domain setting is on)
• Enabled users to update the default part price of a whole batch at once
  • From quotes, select a quote
  • Click the popover menu to the right of "Move Stage/Request Changes"
  • Select set prices as defaults
  • From there, unselect part numbers that you would not like to update default pricing on, and then click update defaults to make the change
• Users will be alerted if they have a recurring maintenance plan due for maintenance
• Rows on the maintenance dashboard will be green if a recurring maintenance plan has an associated active maintenance event
• Active maintenance events will now be listed in a column on the recurring plan
  • These will have options for for editing events, uploading files, and archiving events

07/09/2024

• Added CSV download button to the page for racks and a filter to download CSV for one rack type at a time
• Added a DuckDb column received_order_part_transform.archived_at
• Updates the labels on purchase orders, adding the labels ‘Fulfilled On Time’ and ‘Fulfilled Behind Time’
  • ‘Fulfilled’ means the PO was fulfilled and there was no set deadline
  • ‘Active’ means the PO status was manually set
  • ‘Fulfilled Behind Time’ means the PO was fulfilled after the deadline
  • ‘Expired’ the PO is no longer active

07/08/2024

• “Use Tolerance” on the part number spec page will no longer need to be turned on separately for each time it is used
• Users may now edit Work Order deadlines from the Edit Sales Order page

07/07/2024

• Enabled Process Composer users to copy over spec driven processing info for faster access when creating a new process for a PN
  • Use process composer on a part number with specs that have opt ins or defaults on them
  • Click yes on the confirmation dialog
  • View the defaults in the part number page

07/03/2024

• Enabled some descriptions boxes to be expanded to give a better view of entered text

07/02/2024

• Enabled users to upload files to Equipment in the Maintenance page, images will be displayed on the Maintenance Events
• Enabled containerization of parts that do not have a ship-to address

07/01/2024

• Added icon to Work Parts button on work boards to notify where PN instructions/instruction files or recipe node description/recipe node files are present
• Added indicator on the instructions button on scanner work boards when the parts have PN instructions, spec field description, PN spec field param description, or recipe node description
• Extra open Sales Order Lines will close when the Sales Order is closed
  • Those same lines will open when the Sales Order is reopened
• Enabled users to copy the default price from a matched part number on quote import
  • By default this is set to false
• Can now add files to invoices and packing slips, & can attach these files to invoice/packing slip emails just like quotes
• View all invoice/packing slip user files from the 'Uploaded Files' page
• Enabled users to add a one-time mail recipient for purchase orders, like they can do with quoting
  • This will allow you to send purchase order to a contact not configured as vendor contact for that purchase order
  • Add email address to line, click add, then send

June 2024

06/29/2024

• Enabled users to add files to sales order acknowledgements
  • Create a Sales Order Acknowledgement
  • Click the attach files button
  • Select existing files from the sales order, work order, or upload new files
  • Click Save
  • Send the Sales Order Acknowledgement email

06/28/2024

• Altered the UI of specs on work orders for easier viewing of specs, spec fields, and spec field parameters applied to the PN

06/26/2024

• Added the ability to filter out archived entries in a duckDB query
  • Go to Reporting2 in steelhead (duckDB)
  • Click Manage DBs
  • If database is not updated, click Regenerate Database
  • You should now have an 'archived_at' column in the timesheet_segment and user tables
• Audit logs added to the “Purchase Orders” and “Bills” pages
• Can select drop ship customer & address on sales orders and packing slips when drop ship domain setting is on
  • Contacts distinguished between original & drop ship customer
  • BOL 3rd party freight charges can be billed to the customer

06/25/2024

• Packing slips should now load faster than before
• Added the ability to create a quote for a price on a part (you can create quotes of the same part for many different customers if you leave the customer blank on the part and select it in the dialog while creating it)
  • Click on the three dots next to a price on a part that is not currently on a quote
  • Choose the 'Create Quote for Price' option in the drop-down to lead you to the create quote dialog
  • Choose a customer for the price if there is not a default Customer set from the Part Number

06/24/2024

• Enabled users to view payouts and added another more in-depth view to transactions
  • View payouts, can be found in banner on invoices page
  • View detailed payments breakdown by clicking the successful payment icon on an invoice

06/22/2024

• Steelhead now shows the specific inventory item name in the inventory batch dialog
  • This lets the user know what item they are adding the batch to

06/21/2024

• Sales Order and Watch Tower lists will retain their selected list display sizes for the current session
• Large Update to the way Specs and Recipes work together
  • This will tie Specs much more deeply with recipes​
  • PNs that need spec adjustments must now be updated on the WO​
  • Adjusting specs within Specs, Part Numbers, or Treatments is still available, but will only apply to future WOs​
  • Contract Review is a recommended feature for those using and adjusting specs regularly​
  • Spec Results, measurement recording, certifications, will remain the same​
  • Adjusting Specs on PNs at order entry will remain the same
• New [EDIT SPECS] button available on WOs and in Contract Review​
  • This button can be used by those with the "Archive: Spec Measurements" user permission​
  • Use the [EDIT SPECS] button to review specs, spec fields, and params​
  • View, add, and archive specs​
  • View, add, archive, and edit spec field params​
  • Filter by Recipe Node, Location, and Quick Params​
  • Create location-based spec field params​​

06/20/2024

• Enabled users to begin typing in a search bar without clicking on it in any tile with a search bar
• Removed the columns 'Finalized At', 'Sync Status', and 'Void/Archive' columns from the archived invoices table
• Added the column 'Voided At' to the archived invoices table

06/19/2024

• Steelhead now displays to user when duckdb recompute encounters errors
• Added new designs for several icons on the home screen
• Mark part accounts as done invoicing during invoice creation to prevent associating another invoice line with that part account in the future
• Invoice Terms Payment Required to Ship option
  • Warning “Payment Required” displays on the shipping dashboard for orders with these terms
  • Filter Payment Required to Ship on invoicing dashboard
    Useful for Call-on-demand orders
• New Sales Order setting: Is Blanket Sales Order
  • Blanket SOs will not close when their line-items are closed; they can only be manually closed
  • In addition, Sales Order Lines with a null quantity on a blanket order will not auto-close upon invoicing
• Added 6 new insights reports:
  • Processed Parts
  • Rack Throughput (Analog)
  • Rack Throughput (Digital)
  • NCR Overview
  • Shipped Parts
  • Quoting Winrates
• Three new domain settings
  • Define “Shipped” date as bill of lading created
  • Define “Shipped” date as shipment created
  • Default Parts Processed Tag
• Changed the definition of “Shipped” in dock to dock report
• Added timestamp for “data current as of:” in both insights and reporting
• Added the ability to apply net discounts on invoices
  • Update a term to have a discount
  • Create an invoice with the terms
  • Review the payment window
  • You will see a coupon applied for the percentage off if the discount isn’t expired

06/18/2024

• When creating or editing workboard cards, a toggle switch has been added that will change whether or not the full part location path will be shown
• Added a drop down in shared nodes to that automatically hides the shared nodes list
• Enabled users to bulk send quotes to a customer
  • Select group of quotes with common customer (should not allow multiple customers to be selected)
  • Click bulk actions
  • Click send email

06/17/2024

• Enabled users to see what the customer paid and what they are receiving in the payments tooltip
  • Issue payment
  • After success, you will see the paid and received in dollars on the tooltip

06/14/2024

• New rack type “Container”
  • Add a “Containerize” process node before shipping
  • Containerize any parts that are going to the same address at containerize node
  • Create packing slips from containers to ship as a single unit
• Loading status for shipments
  • Turn on domain setting to enable loaded/unloaded status indicators on shipments
  • Click the indicator or scan the relevant QR code to change status to “loaded”
  • Use packing slip or container QR codes
• Rack PDF template now available
  • Template includes rack name, ID, and QR code by default.
  • Quick-print buttons for individual racks
  • Mass print for groups of racks

06/13/2024

• If you send an invoice preview via email, the contacts you select will now be selected the next time you go to send an invoice preview to that customer
• “Invoice Preview” renamed to “Sales Order Acknowledgement”

06/11/2024

• Added direct-to-browser camera support to Steelhead
• Allowed domain administrators to set the default position of "update defaults" when adding parts to work order, and to disable the feature to prevent use if desired
  • In domain settings, under parts/processes, there are two new domain settings
  • One sets the default position of "update defaults" (on or off)
  • The second new domain setting disables the feature when on the add parts page

06/07/2024

• Enabled users to search customers by phone number or partial phone numbers
• Enabled users to save custom configurations on insights reports
  • Users don't have to re-configure the report views every time they return to them, they can just select them from the list of options created for each component
  • Use the perspective viewer to configure the data as desired, then save the configuration
  • Configurations can be created, overwritten, and deleted
  • Each component can be reset back to saved configurations after changes

06/03/2024

• Merged Saled Order lines will now automatically be named along with the part number included on them
• Removed internal notes from displaying in the customer portal
• Added customer facing notes for work orders that will display in the customer portal
• Added initial response deadline to Corrective Action Report CSV export
• Added a Hidden Parts notification on workboards
  • This will show how many parts are hidden due to filtering and hidden PN labels
• Added "Part Number Label" to the filter options when in receiving
  • Click on filters, then part number labels

06/02/2024

• New Integrations module for managing online integrations
• New Sage Intacct integration
  ### May 2024
  #### 05/30/2024
• Added audit logs to user profiles
• Logs include:
  • User data
  • Failed login attempts
  • User lock/unlocks
• 9 more Insights reports
• Reports added:
  • Production Days
  • Customer Churn
  • Invoices By Product
  • Invoices By Sector
  • Sales By Product
  • Sales By Customer
  • Inventory On Hand
  • Inventory Operations Summary (previously inventory creations, now coupled with inventory depletions)
  • Inventory Over Time
• Lost Customer Definition domain setting
  • Customer inactivity threshold
  • The new Customer Churn report will consider a customer “lost” if they haven’t had any Sales Orders within the specified number of months.

05/28/2024

• Added work order, part number, and part group labels to unpriced parts in invoicing.

05/24/2024

• Deplete Inventory to a station. This allows one to track the active inventory in a station at a time
  • (ex. what acid was in tank 1 at time x)
• Supports adding more (topping off) and draining and refilling a station with an inventory item
• The “active” inventory in the station is all the depletions that have occurred in the station
• Added some limited support for deleting inventory transactions
  • This will allow deleting accidental depletes to station and other inventory transactions.

05/17/2024

• Added 7 new reports to Insights
• Converted Dock To Dock to perspective
  • Some perspective fields have links

05/16/2024

• Enabled users to quickly set an operation rate for all stations within a location
• Create time off plans which can quickly provide employees with the proper time off allocation per type. This will phase out single-year allocations sets to support features like:
  • Plan start dates support mid-year allocations for new hires & employee life events
  • Add multiple allocation periods to a plan to support employee tenure
  • Detailed editing of accrual intervals and time periods
  • Set carryover and accrual limits per allocation period
  • Less/simpler management of new hires, beginning of year
• Assign start dates to users for use with time off plans
• Choose which time off types are requestable by employees
  • Employee’s account pages will only show requestable time off types
  • (i.e. cannot request holidays)

05/14/2024

• Enabled filtering work orders and sales orders by date created

05/11/2024

• Enabled users to filter out failed measurements for spec field params after they have been resolved
  • Go to Quality Management
  • Scroll down to All Active Failing Spec Field Param Values
  • Select the create resolution button
  • Make a comment and save
  • The failed spec will be removed from this table

05/10/2024

• Adding CSV export capabilities to Quality Holds, NCRs, CARs, and RMAs
• Added the 'Valid Until' Date to Quoted Parts Dialog on Sales Orders
• Users can now set different default treatments for different occurrences of the same node within a process
  • This will allow more precise control of all work order and sales orders
  • It will also improve the use of features like opt-ins/opt-outs, and the process composer

05/09/2024

• Several upgrades to part planning, including easier tracking and part transforming abilities
• Added a tab onto the watchtower that shows part locations by sales order
  • Simply switch to Sales Orders view using the buttons below the filter to activate

05/08/2024

• You can now add specific times for a Maintenance Plan to recur multiple times within a day
  • Maintenance will be due at the next soonest time after the Start time
  • This only works with Fixed Schedule recurrence

05/03/2024

• Devices will now temporarily lock when 5 incorrect pins or passwords are entered
  • The user must contact a manager who has access to Users and Domain to unlock the account or device
  • To unlock an account: Navigate to the Users page and click the “UNLOCK” button next to the user whose account is locked
  • To unlock a device: Navigate to the Domain page and click the “Unlock Devices” button and “UNLOCK” the device that is locked

05/02/2024

• You can now search for a previously entered addresses when creating a cert

05/01/2024

• Enabled users to enter gross/tare amounts in receiving to calculate net quantity / part count
• Every batch received at the same time now gets linked to a "receiver" which you can upload documents to, add custom inputs to, and sort by in receiving

April 2024

04/29/2024

• Enabled users to perform simple split operations on a batch of Work Order parts (part accounts)
  • Select the drop-down menu for a batch of parts on a WO
  • Split Parts & select a quantity
  • There should now be two separate batches of parts in the same location

04/26/2024

• Added a sensor measurement page for easily sorting/paging/filtering measurements
• The table on Sensor page now shows the five most recent listings, along with a hyperlink to new Measurements page
  • Navigate to Sensor Dashboard
    • See the five most recent measurements
  • Click the "Sensor Measurements" hyperlink
    • These are filterable by sensor and creator
• Major update to Part Number Pricing
  • See all pricing history and methods from the Part Number page and determine the default price to use when entering Sales Orders
  • View complete quoting price history from the Part Numbers page
  • Fully support pricing in units other than "each"
  • Multiple prices per part number are available; default prices can come from:
    • Accounting software
    • Quoted prices
    • Prices based on units, for part numbers that can be priced based on multiple units
  • Each part number can have a default price that will auto-populate during order entry
    • A new "default pricing unit" domain setting can be used to set the standard unit to include on Sales Orders for parts with multiple price/unit combinations, if a part number default price is not set
    • Only part number defaults or quoted prices can be set as defaults
    • Sales-Order specific prices are not included in Part Number Pricing history

04/25/2024

• Cert PDFs can now show the WO descriptions and the shipping method

04/23/2024

• When archiving a Work Order, all the parts that are still on the Work Order will be automatically exited
  • Also occurs if archiving a sales order
• When archiving a Work Order all part number work orders on that work order will be archived
  • This means the WO no longer says “shared pricing” when a part on an archived work order references the same contract line

04/21/2024

• New sections added into the quality management dashboard
  • There is now a section for failed spec measurements that are either "must be resolved" or "must be passing”
  • There is also a section to see all failed spec measurements
• Add comments to resolve failing measurements
  • For example, a supervisor may now comment on an etch time that is out of spec in SH with "the parts were not dirty, so the parts didn't need as much time in the tank."
• If specs are set up correctly, they can now block a part from moving forward when there is not a passing measurement:
  • Edit or Create a Spec Field Param
  • Check the “Failure Requires Resolution” to require resolutions for all failing measurements
  • When you move parts on a Workboard, you may find them blocked because they have failing spec field param(s). To solve this, you can:
    1. Resolve the failing measurement with a comment
    2. Archive the failing measurement and enter in a passing measurement
  • To resolve with a comment, open the failing spec and click the icon to add a resolution comment
  • This can be done directly from the Workboard or from the Parts Failing Specs section of the Quality Management dashboard
  • Use Work Parts or Work Racks to find the failing measurement needing a resolution.
• On the Quality Management tile you will see the amount of failed params marked in red
• The wand in the Parts Failing Specs section of the QM dashboard allows for failing measurement(s) on multiple parts on a rack to be mass resolved

04/19/2024

• Part number images will now display in workboard cards
• Added new/clarified existing progress indicators on invoicing
  • This includes an information dialog and tooltips
  • All this show clearly where parts are in relation to invoicing
• These tooltips give some explanation for terms:
  • Percent Ready to Invoice: ($”At/Past Invoicing” - $Invoiced) / $Total Sales Order
  • Percent Invoiced or Closed: $Invoiced / $Total Sales Order
  • Parts between receiving & invoicing/Total Expected
  • Parts at or past invoicing process node/Total Expected
  • If no invoicing node, = completed parts

04/17/2024

• Added job title to customer contact form when adding a customer
• Added filters for customer contact type and displays them in the table
• CSV download includes contact types
• Default-select appropriate contacts on email sending dialog
• Added Bill of Lading info to Invoice PDFs
• Added custom input ability to Inventory Batch PDFs
• Replaced the “move parts” button with a “close” button in the contract review tile

04/16/2024

• Added ability to filter parts on quality hold in QMS dashboard:
  • by whether they have been scrapped
  • and whether they are returning to customer

04/15/2024

• Filters will now be saved when you bookmark on the Insights page

04/11/2024

• Scheduling now displays the total expected time for all unscheduled tasks & for routed tasks only
  • This works with filters too
• You can now re-prioritize many scheduled tasks in the Priority table by selecting Treatment Mode
  • In a Schedule Board, schedule tasks that have the same treatment can be combined into a single entity on the priority table and the calendar
  • Click the Treatment Mode button in the upper right-hand corner of the page
  • Scroll down to the Priority Mode section and click the Priority table
  • Sequential tasks with the same treatment will now be grouped together for easy viewing/editing

04/10/2024

• New Bills feature (available from Homepage tile)
  • This can be used to manage your payments to vendors
  • Bills can be created, edited, linked to Purchase Orders, and synced to accounting software
• Margin reports are now sorted by part number instead of work order and more details are displayed for better insights on margins
• Margin report is now displayed when pricing parts from the Un-Priced Parts page
• Closed some old sales orders that should not have been open, and added a button for manually closing a whole sales order
  • Closing the last line item on a sales order should close the whole contract unless it has extra parts that are unpriced
  • Button to manually close or reopen a whole Sales Order
  • Some changes to sales order filtering
• Enabled users to have nothing pre-selected in the default work order
  • Select a default work order product in domain settings
  • Clear the selected WO product
  • You will now have no work order product selected when creating a new work order

04/09/2024

• Selecting a customer when receiving customer parts on a mobile device is now more efficient

04/08/2024

• Added description to Scanner Workboard spec Dialogs
• You can now set a default ship method and carrier for each customer
  • Default carriers will autofill when creating a Bill of Lading
  • Default ship method will autofill when creating a Sales Order

04/05/2024

• Recipe nodes assigned to a param value can now be edited in the “edit param value” menu

04/02/2024

• Sales by Sector report now available in Insights
  • Setup sectors on your customers or specific sales orders
  • Go to Insights, Sales tab, and then Sales By Sector to view data on total sales (using SO price) for each sector

March 2024

03/29/2024

• Updates to the way specs are shown on the process they are attached to
  • Attach a Spec Field to a default process by clicking its slashed circle icon on the Spec page
  • View spec fields attached to the default process by clicking link icons near the process tree
  • View process nodes attached to a spec field by clicking the link icon on the Spec page
  • Add Spec Fields to a Process Node by selecting them directly or using the spec search
  • On a Process Node with a Spec Field, click the Spec Field row to view more information
• New options for creating and viewing time off allocations
  • Request and view time off from user account page
  • Color-coded Calendar view with requested, rejected, and approved time off
  • Select events in calendar to edit or drag them around to change dates
  • Selecting the calendar brings up auto-fill time-off menu
  • You can now create many allocation sets at one time and repeat sets on long intervals
  • Ability to filter each page by supervisor

03/28/2024

• Added a Dock-to-Dock Time report for Insights, which shows the average time parts take to complete each process in a shop
  • Found under the "PRODUCTION" tab in Insights
  • New Insights domain setting "Parts Received Tag" that can be configured to define when parts are received
  • The report has a description at the bottom to further explain its functionality
• Allowed users to invoice for generic line items when invoicing from a packing slip
  • Generic (i.e. not tied to a part being processed) Sales Order lines now appear when creating an invoice for a packing slip
  • Invoice for packing slip on Invoicing or Shipping dashboard
  • Any generic line items from the SO appear when you create an invoice from a packing slip, and every line has a checkbox on the left to select which lines to invoice for
  • Leaving a line out allows it to be invoiced in the future, such as on other packing slips related to that SO
• Added a "Skip Execution" option on a maintenance node
  • While in "simple execution mode", the node defaults to showing all steps at once, but they can still be completed in any order

03/27/2024

• Allows users to search by accounting id/name, which is useful when there are multiple customers with identical names but different accounting IDs
  • Anywhere there is a customer select drop-down (e.g. create new quote)
  • Customers will appear if their accounting ID or name matches the search term
  • The search term text will be highlighted in each of the results
• Insights has received an update to better handle end-of-month deliveries
  • These report results will now look different, the new numbers may not match old ones
• Enabled Power Invoicing to make alerts or error messages on create invoice page
• Added Process Composer when creating a rework WO to create an entirely new recipe, and cleaned up Generate Recipe From Process to make clear what is selected.
  • Create rework work order and use process composer to determine process
  • From generate recipe screen use newly created process to determine work order recipe

03/26/2024

• Introduced a full-screen dialog for adding specifications to part numbers
• Added functionality to edit part number specifications that are in contract review directly from their Workboards
• Reduced number of clicks and enabled easy copy/pasting of spec field params values when setting specs on a quote part
  • Add a spec to a part number or click 'Set Specs on Part Number' from a quote line
  • Use the new UI to edit spec field params min, target, max values. Toggle to use tolerance at the column header.
  • Lines highlighted blue have changes that are ordered appropriately and can be saved.
  • Lines highlighted yellow have changes that can’t be saved because the target is not in the min & max.
  • Click Save Changes on the bottom banner and ensure spec field params are saved
• Enabled users to edit the Sales Order Lines at time of invoicing
  • Open invoicing
  • Click the edit pen on the sales order line
  • You will be able to edit the items within that sales order
• Several enhancements made to Sensor Dashboards
  • "Show Spec Markers:" checkbox to turn on and off chart bounds
  • Added units of measure to sensor dashboard listings and the chart Y axis
  • Added the ability to hide sensors from the chart
  • Added the ability to set a spec field param as "active" for a dashboard listing (this will make it the single source for status calculations and chart bounds)
  • Added the ability to enable "active" spec field param bounds to display in the chart
  • Added "graph mode", which displays a graph-only view of the dashboard in a full-screen dialog (refreshes every 5 minutes)

03/21/2024

• “Unrack + Step" and "Strip + Step" unracking buttons will give you errors when moving the rack forward is not allowed due to underlying circumstances
• Work Order comments and files can now be shown when invoicing for a WO
  • Add work order comments and files to a work order
  • Invoice for the work order
  • Click the Work Order number to display this information
• You can now quickly merge, archive, and unarchive all sales order lines on a Sales Order
  • Use the "Merge Lines" button above the SOL table to create a flat price for all lines
  • Use the "Archive All Lines" button above the SOL table to archive all listed lines
  • Use the "Un-Archive All Lines" button above the archived SOL table to unarchive all listed lines
• New errors and blocks have been added for instances where an invoice should not be created
  • When the invoice amount is less than 0
  • When the quantity is less than or equal to 0
  • When there are no line items on invoice
  • Note: Negative subtotals are allowed (just no negative invoice totals)
• Added CSV exporting to specs
  • Go to specs page
  • Press export to export all listed specs

03/20/2024

• Uplifted pages within the Maintenance tile
  • Added the creator of maintenance events to the “Maintenance Dashboard” table
  • Added the name of the equipment to the “Complete Maintenance Nodes” dialog
  • Added paging, limiting, ordering, and filtering to many maintenance tables
• View the total price per unit when there are multiple invoice line items
• Scheduled tasks that are undergoing the selected treatment are now highlighted

03/19/2024

• Enabled users to email customers when parts are on a quality hold
  • In the Quality Management dashboard, click the email icon next to the part(s) on hold
• A column for deadlines has been added to the Priority table in Scheduling
• New domain setting will enable you to transfer quote part number descriptions to Part Number Work Order description
  • Turn on domain setting 'Transfer Quote Part Number Description to Work Order Part Number Description' and refresh the browser
• You can now easily verify a part number total price when invoicing for gl breakdowns
  • Create invoice lines with multi-invoice line items
  • Look for a total invoice line rate on the invoice line

03/18/2024

• New error message for trying to create/edit an invoice without a part number or product

03/15/2024

• Users will now be able to update Sales Order Lines at Invoicing:
  • Turn on domain setting "Enable Post Production Contract Review At Invoicing" and refresh browser
  • If a Part Number count is updated in production and not on the Sales Order, you will be prompted to update the Sales Order part count upon invoicing the parts
• New “Copy Schedule” button added:
  • Go to the Schedules page
  • Scroll down to the Schedules table
  • Click the Copy Schedule button for the schedule that you would like to copy

03/13/2024

• Added part number instructions to nodes of the selected process
• When editing or creating a new spec param, you can now input a Target Value and Tolerance to have Minimum and Maximum Values auto calculate
• Part Group Labels are now available on the workboard Work Parts menu
  • Easily add labels to a Part Group from a Work Order part details section, or a Work Parts page
  • Part Group labels are organized from Part Number labels in Watch Tower, Workboards, Work Orders

03/12/2024

• Received batches can now be shown in the descriptions for Invoice line items:
  • Turn on the domain settings called “config Include Batch” and “Invoice By Default”
  • Create an Invoice for a sales order line item that has part numbers with batch associations
  • This way, if there are batch associations they will be included
  • You should still be able to enter view or edit mode by clicking on the grey text
• Added a new part transfer type “scrap”:
  • Ability to track scrapped parts in steelhead
  • Scrap parts from Move Parts dialog to exit from the WO and track as scrap.
  • Scrap is tracked on the SO, WO, and invoicing
  • Select mark as scrap when creating a quality hold to scrap the parts if they do not get re-entered into the WO
  • Users will need "Write parts transfers of type scrap" permissions to scrap from "Move Parts" dialogs, and "Write quality" permissions to scrap from QMS.

03/11/2024

• Serialize multiple parts when parts are being received.
  • Use the Root field for any letters, numbers, or special characters that come at the beginning of all the desired serial numbers
  • Use the Start Digit field for the sequential digits that come after the root of the serial numbers
  • “SAVE AS SEPARATE BATCHES” button will split all serialized parts into a batch of their own
  • “SAVE AS ONE BATCH” button will create one batch for all serialized parts

03/08/2024

• Allowed users to create recurring maintenance plans for individual equipment
  • Enables users to modify "last completed" date for a recurring plan by quick-completing or modifying the last event on the plan
  • Added the ability to mark recurring plans to recur from a fixed date or from their last completed maintenance event date
  • Added the ability to attach files to maintenance events

03/07/2024

• Added an option to filter by supervisor in Users, Timesheet Segments, and Payroll Report pages
  • Employees’ hours are sometimes approved by multiple supervisors, so this is a good way for supervisors to view the users’ segments they need to approve

03/05/2024

• Files can now be uploaded to Specs
  • The interface for this can be found at the bottom of a spec page

03/02/2024

• Labels can now be added to Part Numbers
  • The selection is found in the left-most column of the Edit Part Number dialog, above Description
  • Selected labels appear in Quoting, Sales Order, Work Order, Workboard, Shipping, and Invoicing
  • All of this should make it easier to annotate similar part numbers and prevent operator confusion
• There is now a “Used For Measurement” column on Units main page table
  • Check “Used For Measurement?” box on a unit to make periodic measurements of that unit on parts
  • Can create/update current part measurements (e.g. weight) on Work Parts, Work Orders, Shipping, and Invoicing
  • Part Transfers page reworked so that columns are less confusing
  • View measurement history on parts transfer accounts on the Part Transfers page
• Time off allocation recurrence can now be set to weekly as well as monthly

03/01/2024

• New domain setting "Include Part Number Name on Invoice By Default"
  • Adds Part Number Name to the invoice line item description by default

February 2024

02/29/2024

• Added the ability to quote and price unpriced parts
  • This can be accessed through the Un-Priced Parts tab in Invoicing, as well as on the parts table on Sales Orders

02/28/2024

• Enabled users to schedule multiple station tasks at a time
  • Set a station task to repeat at an interval / for a count during creation
  • Intended to relieve operators from scheduling tasks that occur at the same time every day
  • An auto-scheduled station task deletes when its adjacent work tasks are deleted

02/27/2024

• Ability to switch between active and completed Work Orders in Customer Portals
• Filter Work Order table by Order Type
  • This is good for filtering for rework work orders
• "View All Invoices" button now available on the Invoice Report in Insights to reach all invoices quickly
• Part Number PDFs
  • Set a Part Number PDF as active, open a part number, and click the "OPEN PDF" button
  • The provided PDF includes the details: Part Number, Customer name and customer profile image, Part Number files, Process Info, Specs, Unit Conversions, etc.

02/26/2024

• Added a file upload menu onto customer profile pages
  • Intended for easily storing of associating a file with any given customer
  • Includes size preset options for any images attached
• When there is a power tools error when creating an invoice, an error message now tells the user to contact support

02/25/2024

Major updates to Quoting, Received Orders, Receiving, Invoicing, etc.

• Received Orders are now Sales Orders
• Sales Order Lines and Sales Order Line Items have been added
  • These are designed to correspond to invoice line items
  • They should allow invoices to be controlled more directly
• New invoicing status bars give good insight on Sales Orders' invoicing status
• Unlocked multiple job shop work flows!

The full changelog for this update can be read here

02/23/2024

• Ability for users to export invoice data
  • Go to the "All Invoices" page
  • Apply filters if necessary
  • Click the "EXPORT CSV" button

02/19/2024

• “EXPORT CSV” button added onto the timer dashboard
  • Select date range that needs to be saved
  • Click button to download data table as comma separated values
  • Table includes columns such as Customer, User, Supervisor, WO, Station, Start and End times, Duration, Part Count, and Process

02/15/2024

• “Order by Label Priority” switch to toggle on and off how the workboard labels are sorted
  • Switch on: Labels are ordered by how they are ordered in “LABEL SETTINGS”
  • Switch off: Labels are ordered by Work Order deadline

02/09/2024

• When using mobile devices, popups will now display full screen
• Custom Inputs now available on Specs
• Optional Identifier field was added to the popup box when creating and editing Customer Addresses
  • Used to organize addresses and allows for easier search when selecting Ship To and Bill To addresses

02/07/2024

• Insights updates

  • Customer names are highlighted
  • Explanation of report found at the bottom of each

• Download Customer Contacts information

  • Navigate to View All Contacts in the Customers tile and click "EXPORT CSV"
  • Information includes: ID, Name, Email, Created At, Creator, and Customer Name

• Download User information

  • Navigate to the Users tile and click "EXPORT CSV"
  • Information includes: ID, Name, Supervisor, Role, Email, Pin Set, Hourly, and Permissions

• "EDIT LOW CODE" button available for those with the "Write: Power Tools" user permission

  • This is used to export Bill of Lading data
  • Must be set up properly with low code

02/06/2024

• Insights updates in Deliveries tab
  • Charts to show trends over time
  • Delivery lists per customer and vendor
  • Table and chart download
• Maintenance updates
  • Default sorting by due date and completed date to eliminate scrolling
  • Maintenance Events comments
• Quotes updates
  • Improved speed and performance
  • "HIDE PARTS" - This button hides all parts entered on the quote so that it's easier to reach features found beneath the parts table. This is useful for quotes with large numbers of parts.
  • "Line #" - A new column on the parts table which identifies the line item for the parts. This is a crucial piece that will enable a seamless workflow between Quoting, Sales Order, and Invoice line items.
  • "CLEAR ALL" - This button clears all Price Builder items.
  • "Jump to Line" - Command + J + [line number] will allow you to instantly jump to any quoted line item without having to scroll.

02/03/2024

• Timesheet Enhancements
  • Missed Clock Entries
  • New Timesheet Domain Settings
    • Timesheets Requiring Review - timesheet segments that are over or under the times set are flagged in Payroll Report
    • Timesheet Break Times - timesheet segments are now assigned shifts
  • Ability to add breaks in timesheet segments on Payroll Report
  • User specific Allocation Time Off Sets

View all Timesheet Documentation to see all enhancements and how they are integrated with the previous version of Timesheets.

• Workboard Dormant Mode
  • After five minutes of inactivity on a workboard, this mode is entered to make other features of the software run faster

January 2024

01/31/2024

• Force Logout Now Available
  • Inactive sessions can be timed out either by device or globally for your account
  • When a user is active in Steelhead, the timer is reset, preventing logout on active sessions
  • Configured in Domain Settings

01/29/2024

• Increased speed of pin login
• The "product" field on the process composer has now been populated

01/28/2024

• Increased speed of dashboards

01/26/2024

• Configure columns on table for Part Numbers and Invoices
  • Enable, disable, or move columns to desire
  • Configurations are specific to device browser

01/23/2024

• CSV download for Part Locations in the Watchtower tile
  • Adds header and csv download for Part Locations
  • Disables tile view button on Production report
  • Adds some info to parts location list view

01/20/2024

• CSV exports for Quotes, Customers, Received Orders, and Work Orders
• Sub-Process Type on processes to eliminate unwanted processes in process selection drop-downs
• Super children station options hidden on routing

01/17/2024

• Option to select all or deselect all referenced specs when copying a part number

01/16/2024

• Option to exclude specs when copying a part number
  • Check the box to copy the specs, uncheck to not copy

01/15/2024

• Cut off Parts Transfers on date before generation starts
• Device login sessions now expire after 30 days
  • Users will be required to log in with email and password or PIN after their login session expires

01/14/2024

• Contract Review updates
  • Contract Review Users can be assigned to nodes for sign-offs
  • Contract Review tile - includes Contract Reviews and Work Order Reviews
  • In Work Order Review, part number spec parameters can be edited/added before a part reaches the node
• A Part Number column can be added to table on Received Orders page
  • The column can be moved to desired location on the table

01/10/2024

• Added an edit button in shipping to change part units
• Set Power Tools tax code default so it saves correctly
  • Please make sure a default is set for low-code-generated in-memory tax codes
• Updated the Customer Portal to have more settings and information, allowing interaction throughout a process
  • Configure permissions to control what customers are able to view and edit
  • All included customer Email logs are updated automatically

01/05/2024

• Upgrade to Timesheet Power Tools
• Added part number unit pricing to work instruction payload
  • Allows for calculating parts per hook on an auto line based off of the needed revenue per hook and the unit price of parts being added

01/04/2024

• The invoice creation dialog now provides a warning when invoicing a taxable customer without a sales tax selected