V1.31

Version 1.31 Release Notes

Release Date

April 17, 2025

New Features

• Lead Time Added to Item Level, Future Order Calculations Updated on Order Lines: A great improvement to manage item lead times at a more granular level! Lead Time has been added as a field to Items, and the Lead Time of Items is also visible now in the Purchase Tool and Backorder Tool. This setting can be used to adjust when Items automatically trigger a Future Order vs. Backorder , allowing items with a longer lead time than the typical Admin Setting for Future Order Days to appear on the Backorder Tool. Check out the How To video to learn more! This can be managed through the Item Import for mass updating, or on each Item individually.
• Multiple XREF Selection on Item Lines: If multiple XREFs exist for a given Item, users can now click on the Green XREF Chip and select which XREF should be used! This will then propagate the appropriate XREF to any associated paperwork and Labels.

Improvements

• Order Print Tool Refactoring and Improvements: We refactored the code on the Order Print Tool so that it should operate 3-4x faster than before, as well as grouped eligible shipments based on WH . While appearing minor, this should enable a much more seamless process in multi-WH operations to select specific WH-eligible shipments and generate them, without needing to print them twice or use the Lines View as was previously required.
• WO Build Wanted Dates Generation: WO Build Wanted Dates will now default to the earliest Wanted Date of the WO Lines or Today (if all WO Lines are in the past). Previously, the WO Build Wanted Date always displayed as Today.
• Receiving Worksheet Updates: Backorder and additional information was added to the REC WS generated from the associated Purchase Order, as well as improvements to only show received items on the DET REC WS generated from a published PO Receipt. Other minor modifications were made in response to user feedback.
• Replenish Setting Add to Item Table and Backorder Tool: To help users more clearly identify items set as Replenish (i.e. - Stock/Shelf Items) this setting was added to the Item Table and Backorder Tool.
• Custom Report Options Added: Ship to Location and Item Created Date were added as Options to the Sales Custom Report per user feedback, allowing users to see Sales by Ship To Location or filter down Sales by Item Created Date!
• Keep Inventory Updated to Track Inventory : This update clarifies the setting's purpose and includes a tooltip to enhance user experience.
• Backorder Tool Update to use Display UM: The display UM (unit of measure) will be used as the UM shown on the Backorder Tool. NOTE - future improvement in the works still is to allow Custom Units as Display Units, which will be worked on after completing Decimal Quantities (WIP as of this release).
• Various Table Updates per User Feedback: Wanted Date added to Item > Sales > Shipments table, Vendor information was added to the RFQ Table, Customer XREF was added to the VMI Tag Table, WH was added to the Mobile Delivery Tool, among other minor updates.
• Weight Added to Line Info : The weight of the Item and Line have been added to the Inventory section of the Line Info Component that appears when highlighting a line on the various entities.

• Ordered By Email Default on Shipment Doc Email Prompt: Updated this prompt from the Shipment to default the Ordered By email on the associated Sales Order.
• Sales Tax Table/Matrix Added: The option to group Customers or Items and create an overriding Sales Tax Rule was added, along with additional minor updates to the Sales Tax workflow.
• Credit Release Process Enhanced: The system was checking credit release orders immediately after their release when attempting to create a shipment, rather than validating updated settings. This has been enhanced for a more seamless credit hold release process.

Bug Fixes

• Entity Timezone/Display Date Issue: Cleared an issue where the date in the user interface was showing tomorrow in some cases instead of today. This was caused by how the database was storing the data with a timestamp and how it was interpreted through the server to the interface, and should be cleared up moving forward.
• Vendor Bill Propagation: Fixed an issue where the Vendor Bill wasn't correctly linked to all its associated fields.
• Label Field for Image Updated: A previous update decoupled the Main Item Image variable on Labels, which has now been updated.

Deprecated Features

• None

Known Issues

• Backorder Tool Limiting to 30 Rows: The Backorder Tool unintentionally is limiting to the first 30 rows when filtering; the fix is in the works and should be updated by start of business on April 18th.
• No reported breaking issues at this time.