v1.36

Version 1.36 Release Notes

Release Date

July 10, 2025

New Features

• Component XREFs on Work Order Lines: Cross references are now available for selection and update on Work Order and Work Build components. Previously, these were only available for selection and inclusion on labels at the assembly level. Now users can view, update, and select these for inclusion on labels as needed.
• SPand DSAdded to Sales Order Tables: Secondary Processing Item Lines SP and Drop Ship Item Lines DS are now more visible in the Sales Order tables, allowing users to filter for these specific line types. Some examples include Order Lines (SP, Drop Ship), Shipments (SP, Drop Ship), and Invoices (SP, Drop Ship)!
• Cost Added to Order Line Entry View: The Cost field is now in-line and indicates a lot of Cost Details in the current popup. This popup will adjust in the subsequent few releases to include the ability to Use Last Cost, use a system Vendor Cost, set margin, etc.
  • NOTE: We’re improving how info shows up on Sales Order Lines by moving key details in-line, so you won’t need to click into the Line Info box on the right anymore! These updates will roll out over the next 3–4 releases, and once everything’s in place, we’ll retire that old Line Info panel. We’re kicking things off with Order Lines, then moving to Quotes, POs, WOs, and more. This change is based on lots of great feedback, so thanks for speaking up! You might see a few in-progress updates along the way, but don’t worry—everything will still be available in the usual spots until the full switch is ready!

Improvements

• Allow PO Receipt Add On Updates after Initial Publishing: Users can now edit PO Receipt Add Ons after the initial publishing, up to the point a Bill is associated with the PO Receipt, allowing faster cleanup of accidental data entry.
• Line Wanted Date Option Added to Picking Slip PDF: On the Picking Slip Template users now have the option to Include Line Wanted Date, which will pull and show the associated Order Line Wanted Date on the PDF. The Shipment Wanted Date remains as the earliest of all associated line wanted dates at the time of Shipment generation.
• Parent Item Categories for Custom Attributes: Item Categories that are Parent Categories can now be selected to apply to Custom Attributes, allowing more flexible management of custom attributes for Items.
• NACHA File Updates: The Payment Date is now pulled in directly instead of defaulting the file to Today. We also improved the ability to send multiple batches by utilizing multiple Payment Dates in a single NACHA file.
• Consolidated Shipments Visibility Improvements: Consolidated shipments will now show all consolidated shipment details when generating a BOL for the associated master shipment, and a banner message has been added to Open Consolidated Shipments for better visibility (previously, the banner message only appeared after closing the Master Shipment).
• Vendor Address Selectable on Manual Bills: Added the option to select a specific Vendor Location Address when creating Manual Bills, for more granular tracking of Bills.
• Allow PO Ship Dateto be Blank: The Ship Date on PO PDFs defaulted to Today if the user left it blank. The date will now appear as it is in the interface, allowing users to send blank Ship To dates for their vendors to input.

Bug Fixes

• Auto-Sending Invoices: Fixed a bug in the service when Automatically Send Invoiceswas turned on, not allowing invoices to be triggered for automated sending at the appropriate time selected.
• Balance Sheet & Income Statement Updates for non-January FY Reporting: Cleared up a couple of reported issues with Retained Earnings and Net Income calculations when selecting various periods for users with fiscal years beginning other than January 1.

Deprecated Features

• None

Known Issues

• No reported breaking issues at this time