09-2024

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 dropdowns 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 home page 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 dropdowns have titles that correctly represent the contents of each group
  • When you expand a dropdown, 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