1.40 Version 1.40 Release Notes

Release Date

September 18, 2025

Allow all U/M Options on Transfers: All relevant units of measure (UM) options added to the associated Item Level are now available on Transfers. Previously, we required these to be created, shipped, and received in the base unit of measure.
Budget added to General Ledger Accounts: A Budget field was added to the General Ledger Accounts, and to the associated import file and financial reports, allowing users to add a budget to those accounts they would like to track in reporting.
Option to Remove XREF from Line: Users can now remove a cross-reference (XREF) from an associated Line Item by clicking on the XREF chip, allowing more flexibility in cases where this is requested to be removed by an end Customer.

Option to Print Backordered Lines on Packing Slips: Added an option to include all backordered lines on Shipment Packing Slips. If enabled and there are backordered lines on the associated Sales Order, they will be added to the end of the Packing Slip.
Option to Hide Billing Account Details on Shipping Documents: Added a switch to the Admin > Shipping > Carriers page to allow users to Hide Carrier Account on Paperwork, which, when turned on, will hide your Carrier Billing Account details on the relevant paperwork.

Quick Add on Work Orders: The Quick Add feature was added to Work Orders, allowing larger work orders to be more efficiently created.

Updated Work Order (WO) Purchasing Calculations: Updated these calculations to exclude any backorder (BO) quantities that were present on Work Order lines to ensure no duplication.
Update Contacts on RFQ Entry: Updated to properly map the Vendor Contacts into the relevant RFQ field.
Zero-Quantity PO Receipt Lines Removed from Label Tool: Improved PO Receipt printing by removing zero quantity receipt lines to allow users more focused information when printing PO Receipt Label on the Label Tool.
Option to Exclude EDI Orders from Auto Close Drafts Functionality: Option in Admin > Settings > Auto Close Drafts was added to allow users the option to leave these orders open instead of deleting after the standard timeframe.

Address 1 and Address 2 Fields Added to Check Template: More granularity was added to the variable fields available on the Check Template to allow splitting of Address info into more detail.
Various Table and Reporting Updates: Columns added to various tables and reports, and visibility improvements based on user feedback, including the RFQ Table, Items, and Quotes Reports, among others.

Cleared PO Receipt Email Validation Error: An unnecessary email validation check was made on PO Receipt publishing. This has been removed.
Various Minor Reported Bugs: These included relieving errors and box adding on the Ship Tool, Import Utility errors,